Private Wealth Northern CA Forum
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Private Wealth Northern CA Forum

When: Thursday, April 27, 2017
Where: Marine's Memorial Club & Hotel
609 Sutter Street
San Francisoc, California  94102
United States
Contact: Karishna Perez

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Markets Group is running the Private Wealth Northern California Forum in San Francisco, on April 27th for RIAs, family offices and wealth managers. This private meeting will include:


  • 100+ family offices and private wealth investors
  • 9+ hours of networking and focused one-on-one meetings
  • An overview of the Northern California wealth management industry
  • 8 discussions on topics, including fixed income, equity portfolio trends and wealth planning


Below is a sample list of participants:

  • Thomas Frank, Executive Vice President, Whittier Trust
  • Lisa Goldberg, Director of Research, Aperio Group
  • Rich Arzaga, Chief Executive Officer, Cornerstone Wealth Management
  • Justin Miller, National Wealth Strategist, BNY Mellon
  • Kevin Gahagan, Principal and Chief Investment Officer, Mosaic Financial Partners
  • Christopher Zand, Principal and Vice President, Brouwer & Janachowski
  • Mariia Eroshin, Senior Vice President and Private Client Advisor, US Trust
  • Howard Aschwald, Chief Investment Officer, Quantum Capital
  • Helen Dietz, Chief Executive Officer, Stanford Investment Group
  • Rick Intrater, President and Chief Executive Officer, LTS Capital Advisors
  • Benjamin Baier, Senior Portfolio Manager, Vice President, Bank of the West
  • Albert Gutierrez, President and Chief Compliance Officer, Atlas Capital Advisors



The number of managers in attendance is limited to 14 to keep the meeting productive for all and to preserve its intimate, high quality atmosphere.


If you would like an invitation to the Forum, please email to discuss ways you and your firm can get involved in the program.

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