Conferences and Speeches

CFA Society Philadelphia: Annual Private Wealth Management Conference: Wealth and Estate Planning Panel

Thursday, December 8, 2022

Morgan Lewis partner Daniel Cooper will speak on the panel, “Wealth and Estate Planning,” for CFA Society Philadelphia’s Annual Private Wealth Management Conference. The panel will also feature speakers Rachel Kieser, CPA, MT, and partner, Armanino LLP; Justin Pagliei, certified financial planner, chartered financial analyst, and partner, myCIO Wealth Partners LLC; and Robin Petty, managing director and head of wealth strategy, NewEdge Wealth. The panel will take place from 12:10 PM - 1:00 PM.

The day-long conference addresses many of the pressing issues facing wealthy investors, featuring panel discussions and speakers from leading wealth advisors, trust and estate experts, and asset managers.