Private Wealth and Real Estate Summit
Jim Haley will be leading an interactive roundtable discussion on Succession and Legacy Planning – Securing the Finances of the Family.
Jim Haley will be leading an interactive roundtable discussion on Succession and Legacy Planning – Securing the Finances of the Family.
DAC will be a proud sponsor once again this year. We are proud to help support our local communities and charities where we live and work.
Bringing together allocators of high-net-worth capital from the state including wealth managers, banks and family offices for networking and peer education platform.
PGA golf returns to the Congaree Golf Club. CJ Group has continuously contributed to the growth of young Korean golfers through their CSR program ‘Bridge Kids’. This program is designed to support young Korean golfers to experience world-class golf as well as encouraging them to become part of it in the near future.
Focusing on opportunities and risk in equities, fixed income and more. This is an opportunity to exchange ideas face-to-face and build the RIA industry and community.
This event will be held at Turtle Point Golf course and presented by Firefly Distillery. This event supports cancer research and patients at the Medical University of South Carolina Hollings Cancer Center.
Jim Haley moderated the panel discussing “Fixed Income: Trends Shaping Today’s Landscape”. He was also on the panel discussing “The Future of Wealth Management”.
Dividend Assets Capital, LLC continues to attract talented professionals with
the addition of Marc Saurborn, CFA®, as Director of Research and Investment Strategy
Dividend Assets Capital, LLC continues to attract talented professionals with
the addition of Clare Shea, as Client Service Associate.
Dividend Assets Capital has recently joined the Charleston Metro Chamber of Commerce. We are excited to grow our footprint, network and engagement within the Charleston business community and the local surrounding area.