(seated, left to right)

Stewart Koesten

KHC Wealth Management

Steven Toomey

BKD Wealth Advisors

Dana Abraham

UMB Bank

Ken Eaton

Stepp & Rothwell

Don Hubbs

The PrivateBank

(standing, left to right)

Lori Gregory

Lewis Rice & Fingersh

Tommy Taylor

Shughart Thomson & Kilroy

Bob Rippy

Robert W. Baird & Co.

Mark Revenaugh

Bank of Kansas City

Mark Vlasic

RSM McGladrey

Fred Dunn

Haas & Wilkerson 

Chris Nelson

The PrivateBank

Brewster Ellis

Merrill Lynch

Scott Boswell

Commerce Trust Company

Bob Mulleedy

Haake Companies

Managing Wealth in a Volatile Market

Nearly twenty representatives of greater Kansas City’s wealth management industry met at the well-appointed conference room of Ingram’s Magazine in early January to discuss the future of their industry and the well being of their clients. In attendance were representatives of the various sub sectors that make up the wealth management industry. This assembly was part of Ingram’s ongoing effort to highlight business issues in Kansas City’s greater metropolitan area.  Although there were some interesting divisions among these groupings, and even within them, participants found enough commonality of purpose to establish some consensual themes regarding the potentially volatile year ahead.