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HOLBROOK, N.Y. (Sept. 18, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, invited its top investment professionals to the 2018 Leaders Conference, held from Sept. 6-9, 2018, in Chicago, Ill. The conference is the four-time Broker-Dealer of the Year* winner’s distinctive way of recognizing those investment professionals and managers who demonstrated exceptional performance in business during 2017.
“The Leaders Conference acknowledges those colleagues who have shown dedication this past year by advancing their practices and making a difference for their clients, associates, communities and families,” said American Portfolios CEO Lon T. Dolber. “Despite the fact that that they’re doing business in an ever-changing environment, this highly-esteemed group of investment professionals—who are integral to the firm’s success—have managed to excel in meaningful ways.”
The retreat was held at The Ritz-Carlton, Chicago, where for three nights and four days attendees were rewarded with an extended weekend in the epi-center of culture at the pinnacle of the Midwest. The location afforded AP’s affiliated colleagues and their guests—along with selected individuals from the American Portfolios Advisor Council (APAC), AP Holdings Advisory Board, senior management staff and top customer service-recognized employees—a chance to exchange business building ideas and network with one another amidst the Windy City’s vast selection of landmarks, attractions and dining establishments.
“At AP, we strive to provide enriching experiences for our affiliated investment professionals who value the relationship they’ve built with us,” said President of Sales and New Business Development Tim O’Grady. “Events like the Leaders Conference, as well as our upcoming national conference, give everyone a unique way to establish new connections and nurture existing relationships with fellow colleagues, AP staff members and the firm’s business partners.”
Leaders Conference attendees indulged in an array of exciting opportunities to experience all that the famous Windy City has to offer. Guests were given the unique chance to dine inside The Field Museum’s stunning Stanley Field Hall, thereafter exploring the world-renowned natural history museum’s vast collection. Attendees also enjoyed The Odyssey Lake Michigan Experience, an upscale dinner cruise that featured unmatched views of Chicago’s skyline. These, and many other instances of leisure, were mingled between occasions to network and exchange business ideas with close colleagues, friends, AP executives and firm focus partners, including Capital Group, OppenheimerFunds, Nationwide, Hilton Capital Management, Franklin Templeton, Advisors Capital Management, Cumberland Advisors, Gerstein Fisher and Emerge Capital Management.
Moments from the 2018 Leaders Conference can be viewed here in this photo montage.
Looking ahead, AP is gearing up for the firm’s annual national conference, Connections 2018, which will be held from Oct. 24-26 at Mohegan Sun in Connecticut.
About American Portfolios
Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 818 independent investment professionals located in 377 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015, 2016, 2017 and 2018, as well as one of the top 10 Best Companies to Work for in the state of New York for 2016, 2017 and 2018 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”
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