The Private Wealth Mountain States Forum is a yearly, invitation-only, day-long investor education and professional networking event made available to a select 100 allocators of high-net-worth capital from Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Wyoming and Utah.
Inventiveness and optimism have come to define the Mountain States—and its private wealth community is no exception. The eco-friendly region is embracing financial product innovation and helping to challenge how family wealth is accumulated and invested.
The US Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Mountain States region itself.
As Chief Investment Officer, Mr. Bhagat is for policy, strategy and research for both alternative and traditional investment management for Whittier Trust. From 2009 to 2014, he headed global equity for Vanguard Group, overseeing active and passive equity. Prior to Vanguard, he worked as Managing Director for Morgan Stanley Investment Management. Mr. Bhagat began his 25-year career in financial services in 1987 with Travelers Investment Management, eventually becoming CIO then Managing Director of Citigroup Asset Management He received a BS in Chemical Engineering from the University of Bombay and MS in Chemical Engineering and his MBA from the University of Connecticut. He is a CFA charter-holder.
Alexey Bulankov Vice President Mechanics Bank Wealth Management
Edward Kleist Head of Family Wealth for Rocky Mountain Region Bank of the West Wealth Management Group
James Callahan Chief Investment Officer Janiczek & Company
Charles Cooper Managing Director Silverhawk Family Office
Lee Munson Chief Investment Officer Portfolio Wealthy Advisors
Melissa Corrado-Harrison Managing Director Corrado-Harrison and Associates of UBS Private Wealth
Robb Stone Chief Investment Officer Causey Demgen & Moore
Daniel Gamache Partner IFAM Capital
Justin Miller National Wealth Strategist BNY Mellon Wealth Management
Andy Kark Partner MZ Kark & Associates
Todd Ganos Principal IWC Family Offices
Melissa Montgomery-Fitzsimmons Director of Wealth Planning First Western Trust
Johnathan Thomas Vice President Innovest Portfolio Solutions
Chris Walters Managing Director, Western Region GenSpring Family Offices
Ron Speaker Chief Executive Officer Equus Private Wealth Management
Craig Carnick Founder Carnick & Kubik
Debbie Huttner Impact Specialist Colorado Capital Management
Will Morgan Senior Impact Analyst Soren Capital
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|