Pershing INSITE 2023 @ World Center Marriott
Jun 6 @ 8:00 am – Jun 8 @ 1:00 pm

INSITE is the essential event for the financial advice community. We bring together clients, world leaders, strategic providers and the experts of BNY Mellon’s Pershing for three days of inspiration, learning and networking.

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Expect Miracles Foundation East Coast Golf Classic
Jun 8 all-day

Ultimus is a proud sponsor of the Expect Miracles Foundation. We are excited to attend the East Coast Golf Classic on June 8th in Plymouth, MA.

The Expect Miracles Foundation brings the financial services industry together to invest in life saving cancer research, and positively impact the financial and emotional health of people impacted by cancer.

US SIF Annual
Jun 13 – Jun 14 all-day

Ultimus’ Mick Grunewald is looking forward to attending the US SIF Annual Conference in June.

The US SIF Annual Conference offer a unique opportunity to network with leaders of the sustainable and impact investing community and to learn about new approaches, trends and policy developments in the field.

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DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

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