Kyle Kersting Speaks at Private Wealth Mountain States Forum

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Kyle Kersting Speaks at Private Wealth Mountain States Forum
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Kyle Kersting Speaks at Private Wealth Mountain States Forum

On June 14th, Kyle Kersting, CFA, Director of Investments, participated in a panel discussion to an audience of the largest family offices, registered investment advisors, private banks and wealth management firms in the Mountain States region. Kyle lead a discussion around advising the ever-changing high net worth client. More specifically, 76% of women change advisors after a transition period such as a divorce or death and how advisors can work with this group beyond just portfolio construction. Discussing how private wealth management firms ensure that wealth is preserved for future generations as a transition into the growing millennial demographic and how to tailor your wealth management approach to appeal to both demographics.

To learn more about our services, please call us at 303.721.7000 or email Cathy Wegner, Director of New Client Engagements at cwegner@janiczek.com.

Cathy Wegner

Cathy Wegner is the Director of New Client Engagements at Janiczek® Wealth Management. Janiczek serves high net worth and ultra-high net worth investors across the country, and has been named among the top, best and most exclusive wealth advisors in the nation multiple times. cwegner@janiczek.com
303-339-4482

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