Alex OrtolaniSr. Reporter at Wealth ManagementModerator
Profile
Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Agenda Sessions
RIA Edge Nashville Welcome Remarks
, 2:30pmView SessionRewriting the script: How &Partners built an alternative to the large brokerage firm
, 2:35pmView SessionChairman's Welcome
, 9:00amView SessionFamily Office Services: Growth, Scale, and Staying Profitable
, 3:15pmView Session
