DAVID KASSIR – Attends Barron’s Winner Circle Top 100 Advisors Conference.
Exclusive Conference Hosts gathering of Nation’s Financial Advisors and Industry Decision Makers.
Palm Beach (September 26, 2016)—Washington DC & South Florida. Senior Financial Advisor David D. Kassir, of Manna Wealth Management, attended the annual Barron’s Winner’s Circle Top 100 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 Resort, September 21-23 in Palm Beach, FL. 72 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s Magazine, were in attendance. This annual ranking is the basis for the Top Advisor’s Summit and the 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. The top 100 are comprised of advisors from major wealth management firms in America. This conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the 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.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.” David D. Kassir was one of approximately 400 financial advisors in America who was selected by their firm to attend and participate in this exclusive conference. For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences
Attendees of the Barron’s Top Advisor Summit were comprised of the 100 financial advisors listed in Barron’s “Top 100 Financial Advisers”, 09/21/2016 as well as financial advisors selected by their firms to attend this event. The Barron’s Top 100 Financial Advisor award is based on quantitative and qualitative criteria as well as by examining regulatory records. Portfolio performance is not a criterion because most advisors do not have audited track records.
Learn more about David Kassir and Manna Capital Management at https://mannawealthmanagement.com/