March

WCOB to Host Forum on Wealth Management and Corporate Investment Management

News Story: March 1, 2011

Sacred Heart University’s John F. Welch College of Business will host a forum with David Carson and Berk Nowak in the Schine Auditorium on Monday, April 11 at 5:30pm.  The two will discuss careers in wealth management and corporate investment management for students considering careers in financial services. 

David Carson is head of Americas Liquidity Distribution for Morgan Stanley Investment Management (MSIM.) David joined MSIM in 2006 and has 25 years of investment experience. Prior to joining Morgan Stanley, he worked as a vice president of Liquidity Strategies for HSBC within the asset management division, responsible for national distribution of short-term fixed income products. Previously, David was a senior vice president at JP Morgan Chase, managing the Institutional Sales Group within JP Morgan Fleming Asset Management.

Berk Nowak is a co-founder of Highmount Capital LLC and is primarily responsible for managing client relationships and overseeing the firm’s Open Architecture Program.  Berk is also a member on the firm’s Investment Policy Committee that sets firmwide asset allocation guidelines and is trained to handle the softer issues of wealth management including family governance, life planning and the education of future generations. Prior to founding Highmount, Berk was a vice president at Trainer Wortham & Company where he formed the Family Wealth Management Group. 

This event is free and open to the public.  To reserve a spot, please register with Andria McBride at mcbridea@sacredheart.edu.

Media coverage is welcomed.  For additional information on covering this event, please contact Funda Alp at 203-396-8241 or via email at alpf@sacredheart.edu.