Conference Hosts Elite Gathering of Nation’s Pre-eminent Female Financial Advisors and Industry Decision Makers
Northstar Wealth Partners (NSWP), a respected wealth management firm headquartered in West Hartford area, announced today one of their Partners, Romaine Macomb CFP, AIF recently attended the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Breakers, December 4-6 in Palm Beach, FL.
The Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 3, 2013 issue, were in attendance to lead summit sessions, along with 400 additional women who operate at an elite level of performance setting the benchmark of excellence in the financial advisement industry. The annual Top 100 ranking is the basis for the Top Advisor’s Summit and advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices.
“It came as no surprise to us that Romaine would be invited and honored for her tireless work to deliver the absolute best advisement experience for all those she serves. As a veteran in the industry, she inspires not only her clients, but each of us as her colleagues to address the financial needs of our clients in a holistic sense that will last them a lifetime, while serving their families for generations to come. We congratulate her on this notable accomplishment.” said Robert Laraia, Partner & Co-Founder of Northstar Wealth Partners.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees took part in workshops led by the Barron’s Top 100 Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
About Northstar Wealth Partners
Northstar Wealth Partners is a full-service, wealth management firm located in West Hartford, Connecticut. They currently employ twenty-five Partners, and five, full-time staff members, all who serve the financial needs of small business owners, senior executives, experienced professional, retirees and successful families. The firm’s advisors provide retirement, investment, business succession, estate, charitable giving, and financial planning advice, strategies and product solutions to their growing clientele. All advisors are accepting new clients, and complimentary consultations are available by appointment.
Securities & Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the 100 advisors listed in Barron’s “Top 100 Women Financial Advisors”, (April 15, 2013) as well as 400 financial advisors designated as the top 1% producers of their firms.
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