30 Under 30 Takeover

Wealth management is changing. The traditional image of the industry — older men in suits managing money from a distance — is fading. As this generation retires, a new wave of advisors is stepping in to create a more personal, collaborative, and forward-thinking approach.

30 Under 30 is our way of connecting with ambitious young professionals who want to be part of this transformation. At this networking event, you’ll meet like-minded peers, gain insight into the evolving world of financial services, and discover how a career in wealth management can be both impactful and rewarding.

Our goal is simple: to build the next generation of leaders in the industry. Whether you’re curious about wealth management, exploring career opportunities, or ready to take the next step, this event is a chance to connect, learn, and potentially start your journey with us.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Andrew Modesto