Creating Great Relationships with Clients
Date: Wednesday, October 11, 2023
Time: 5:30pm - 8:00pm
Location: Philadelphia Country Club
Speaker: Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners
A panel discussion with leaders within the Philadelphia wealth management and estate planning community.
Our Speakers:
- Joe McLaughlin, CEO of Haverford Trust
- James Dunigan, Retired CIO and managing executive of PNC Asset Management
- Nicole Perkins, Partner and director at Gresham Partners. Former Executive Vice President of the PNC Financial Services Group and the Managing Executive of Hawthorn, PNC Family Wealth.
Thank you to Joyce & Associates P.C. for their generous sponsorship.
