Event Recap
July 24, 2012
Regulatory Considerations
Pershing’s Bank Wealth Management Roundtable
Overview
Washington, D.C., partner Mark Costley spoke at Pershing’s Bank Wealth Management Roundtable on Wednesday, July 25, in Chicago.
Mark joined the “Regulatory Considerations” panel – a discussion and open forum examining the regulatory environment with traditional private bank and trust and SEC registered investment advisory activities.