The Convergence of Investments, Trust, and Private Banking – Pt 1

Posted on by Scott Stathis

In this episode we have a fascinating discussion on the journey to “One Wealth” and the related topics of teamwork, the client experience, compensation, technology, and related best practices. Our panel consists of the following:

  • Rebecca Robinson – Zions Bancorporation
  • Rhomes Aur – First Horizon
  • Christopher Cassidy – LPL