Date: Wednesday, August 25, 2021

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Addepar

How did one $3 billion dollar firm transform their book of business to focus on the HNW clients that are driving their growth? Americana Partners became one of the biggest breakaway stories of 2019 when the firm decided to leave Morgan Stanley, leverage key technology and partner with powerhouse Dynasty.

Join this complimentary webcast to learn why this firm made the decision to become smaller to get stronger. During this discussion with Rob Wellington, CFO and partner, as well as the firm’s portfolio manager, Melissa Giles you’ll discover:

• Why Americana Partners left the comfort of a wirehouse

• Tech choices that powered the firm’s a 33% AUM growth rate in just two years

• Technology’s role in strengthening the firm’s operations and enhancing the client experience

• Key factors to consider when selecting the right partners for a new practice

REGISTER NOW!

Speakers: 

Robert Wellington | CFO & Partner | Americana Partners

Melissa Giles | Director of Portfolio Management | Americana Partners

Matt Saunders | Product Marketing Manager | Addepar

Molly Lynn | Senior Account Manager | Addepar

Request Free!