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Altium Wealth Managing Directors Speak at Charter Oak Annual Conference

September 17, 2018

Mitch Brill and Anthony DeStefano, Managing Directors of Altium Wealth, had the opportunity to speak at the Charter Oak Insurance and Financial Services Annual Conference this past Wednesday at the Basketball Hall of Fame in Springfield, MA.

 

Mitch and Anthony shared their insights and ideas relating to the future of the Financial Services industry with over 200 Financial Professionals from across the northeast.

 

Brendan Naughton, General Agent of Charter Oak, commented: “We were fortunate to have Mitch and Anthony share their story of their journey and experience in building and growing a very successful financial practice. You know content is resonating when you look into the crowd and see every head up rather than being buried in a phone. That was certainly the case yesterday. Each advisor in the room could pull insights from Altium’s experience, whether they’ve been in practice for 20 years or 2 months.”  

 

Mitch and Anthony have been speaking to and mentoring professionals in the financial industry for over a decade. We not only empower the pursuit of fulfilment for our clients, but also try to do the same for the financial industry, as well as the communities we work and live in.

 

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