Venture & Private Equity Conference
Tailored for venture capital and private equity CFOs.
June 20-22, 2018 | Wequassett Resort and Golf Club
Register NowEveryone has a different reason, a different WHY.
What is your
WHY of Wealth?
It's not just a
financial plan.
It's a complete
Wealth Strategy.
With you from
start-up
all the way to
Exit Strategy.
We know that your
first grandchild
means more than your
first million.
We fulfill
your needs.
We don’t sell
our products.
Everyone has a different reason, a different WHY.
What is your
WHY of Wealth?
It's not just a
financial plan.
It's a complete
Wealth Strategy.
With you from
start-up
all the way to
Exit Strategy.
We know that your
first grandchild
means more than your
first million.
We fulfill
your needs.
We don’t sell
our products.
We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
An insightful three-day event tailored specifically for venture capital and private equity CFOs and managing partners from across the country. View more here.
| When | | | June 20-22, 2018 |
| Where | | | Cape Cod's Wequassett Resort and Golf Club |
Shannon Saccocia has been named Chief Investment Officer (CIO) of Boston Private Wealth, and Tom Anderson as Chief Operating Officer (COO) of Boston Private Wealth. Ms. Saccocia most recently served as Chief Investment Strategist, and Mr. Anderson previously served in dual roles as CIO and COO.
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Shannon Saccocia, Boston Private Wealth Chief Investment Officer discusses the current market climate and what she sees going forward.
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Boston Private Wealth’s Chris Dudley offers valuable money lessons learned from pro athletes financial fouls.
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Most likely you have a good handle on how stocks and other equity investments work: Your stock shares represent a portion of ownership in a company and if the company prospers and the stock becomes more desirable, the value of those shares increases. If the company encounters financial trouble, your stock can lose value. Bonds and other “fixed income” securities are an entirely different type of investment.
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