October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA Matt Parenti, CFPPartner at Private VistaSpeaker
Profile
Matt is a Partner at Private Vista LLC based in Chicago IL. Matt has been in the wealth management industry for 15 years, weaving from a financial planning and portfolio management role to an advisory role. In addition to working with over 100 high-net-worth and ultra-high-net-worth families, Matt serves as the chair to Private Vista's Growth & Marketing Committee. In that role, Matt helps in developing the firms organic growth strategy as well as develops and communicates the firm's ultra-high-net-worth offerings to current clients and future prospects.
Agenda Sessions
Shifting Expectations: Adapting to the Growing Demands of UHNW Clients
, 2:30pmView Session