Cyber Chat - Private Wealth Management (Members Only) (Ended)
Following up to the popular Industry Roundtables event in February, CFA Chicago Career Management Advisory Group will host a series of members-only Cyber Chats with industry experts discussing their sector and the finance industry overall. These Cyber Chats will take place in the CFA Community, so you must create a profile in the Community in order to participate (see below for details on how to access the Community and the Chat).
José L. Santillan, CFA, Senior Vice President, Head of Investments for Harris Bank's Private Client Group, will respond to questions about current wealth management advisory services that include investment management, trust administration, private banking, and brokerage services and what the retirement of the "Baby Boomer" generation means to the high net worth wealth management industry.
Please note that this event is not designed to assist job-seekers find employment with Harris Bank or its affiliates, and, thus, we ask that you respect Mr. Santillan's time and do not send unsolicited resumes or use this chat to inquire about job opportunities at Harris Bank.
Time, Date, and Location:
Date: Wednesday, September 23
Location: CFA Community on the CFA Chicago web site (Note: this is an online event. Please visit http://www.cfachicago.org/Members/Default.asp. Once you are logged in, simply click on "Chat Room - Join the Chat" on the left side of the screen)
Please note that you must have a profile on the CFA Community in order to participate in this chat. If you have not yet created a profile, click here to log in to the website, and you will be directed to the Community profile page. All chat room participants will be listed by screen name and picture (if a picture is loaded onto your profile).
Pre-register online, below.
José Santillan is Senior Vice President, Head of Investments, with Harris Private Bank, which provides comprehensive financial services to affluent clients. Mr. Santillan joined Harris in 2008 and has 28 years of investment experience, and earned the designation of Chartered Financial Analyst (CFA). Mr. Santillan earned his bachelor's degree from the University of Illinois, Chicago, and his graduate degree from DePaul University in Chicago. He is an independent director with the Holland Growth Mutual Fund, and serves on the nominating committee with the CFA Society of Chicago, where he was previously a board member. He is on the board of directors for both Trinity Health and United Way of Metropolitan Chicago. Mr. Santillan also serves on the DePaul University Graduate School Advisory Council. Mr. Santillan is a 2004 Fellow for Leadership Greater Chicago, and was named Chicago United Business Leader of Color in 2005.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.