Join Sandro Wealth, with special guest StepStone Private Wealth Solutions, for an exclusive advisor webinar revealing how private markets can give you an edge that most advisors overlook.
Online - Zoom Webinar
Accepted for 1 CFP / IWI CE Credit
Garrett D’Alessandro
CIO, Sandro Wealth
Armando G. Ureña
CFA, VP, StepStone Private
Wealth Solutions
WHY ATTEND
High-net-worth clients often expect access to strategies that go beyond traditional investments. Advisors who can bring private markets to the table can stand out—and those who don’t risk being left behind. This session will give you:
Practical insights into positioning private markets with clients before competitors do.
Perspective on how alternatives can strengthen retention and growth in today’s environment.
Clear illustrations of how portfolios may differ when private markets are included, using hypotheticals to compare outcomes.
Actionable steps to integrate private credit and private equity into your advisory toolkit.
Additional Info
Hosted by Sandro, joined by StepStone Private Wealth Solutions
Eligible for CE Credit
Registrants receive on-demand replay access—but only if they sign up in advance
Additional Info
Host
Garrett D’Alessandro
CIO, Sandro Wealth
Garrett has built and led investment management businesses over four decades and was instrumental in launching the original firm Rochdale Investment Management in 1986. In 2012, Garrett oversaw the firm’s acquisition by a bank, was appointed the CEO of the investment division, and led the company’s phenomenal growth from $5B AUM to $30B AUM. As Sandro Wealth’s CEO, Garrett leads a best-in-class senior executive team to offer the sophisticated, comprehensive, integrated, and curated services wealthy clients expect.
Invited
Armando G. Ureña
CFA, VP, StepStone Private
Wealth Solutions
Mr. Ureña is a portfolio specialist for StepStone’s Private Wealth team. Prior to joining StepStone Private Wealth, Mr. Ureña worked at Charles Schwab on the derivatives team for the Client Service and Support Department. He is a Chartered Financial Analyst and holds FINRA 7, 9, 10, and 63 licenses. Mr. Ureña received a BBA in Finance, and a BA in Radio, Television, and Film from the University of North Texas. Mr. Ureña serves as the treasurer for education non-profit, The Artist Outreach.
