Advising Ultra-Affluent Clients and Family Offices by Michael M Pompian

Advising Ultra-Affluent Clients and Family Offices by Michael M Pompian

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Advising Ultra-Affluent Clients and Family Offices by Michael M Pompian

* Financial planning for the ultra affluent has become an increasingly popular topic on Wall Street as more and more money advisors turn their attention to this top sector of millionaires.

MICHAEL M. POMPIAN, CFA, CFP, is the director of the Private Wealth Consulting Group for Hammond Associates—based in St. Louis, Missouri—which consults to over $55 billion. He works with some of the largest family offices in the United States. Prior to joining Hammond Associates, Pompian was a wealth management adviser with Merrill Lynch, a private banker with PNC Private Bank, and served on the investment staff of a family office. He earned an MBA from Tulane University and holds a BS in management from the University of New Hampshire. Pompian is a member of CFA Institute and the New York Society of Securities Analysts. He is also the author of Behavioral Finance and Wealth Management (Wiley & Sons). Pompian is married with three sons and can be reached at mpompian@haifc.com.

SKU Unavailable
ISBN 13 9780470282311
ISBN 10 0470282312
Title Advising Ultra-Affluent Clients and Family Offices
Author Michael M Pompian
Series Wiley Finance
Condition Unavailable
Binding Type Hardback
Publisher Wiley
Year published 2009-05-22
Number of pages 416
Cover note Book picture is for illustrative purposes only, actual binding, cover or edition may vary.