Dear Colleague,

On behalf of the Gartland and Mellina Group, welcome to “An Evening of Discussion on the Changing Landscape in Wealth Management”. It was recently reported that the Top 40 Wealth Management Firms in U.S. collectively manage over $7 trillion in assets for clients, an increase of 19% year over year.

Buoyant stock markets and higher overnight interest rates have bolstered top line revenue growth but at the same time regulation, digital technology, adviser retention, wealth transfer, cyber security and other forces present challenges and opportunities to Industry participants. We are pleased to be working with a number of prominent firms in confronting these challenges and transforming their businesses to provide better client experiences and investment outcomes.

We have once again brought together a distinguished panel of experts led by our Moderator Vikram Pandit, Chairman and CEO of the Orogen Group, Michael Armstrong, CEO of RBC Wealth Management, Michael McVicker, Managing Director of UBS Wealth Management, John Strauss, CEO of Fall Line Securities, and Greg Fleming, Senior Research Fellow at Yale and former President of Morgan Stanley Wealth Management.

We hope you will find the discussion interesting, relevant, and informative. Thank you for attending!


Robert F. Gartland

Gartland & Mellina Group — A Management Consulting Company