Wealth Management Insights: A Candid Conversation with U.S. Experts, 15.4.2025
Members and non-members event
date & time
15/04/2025 6:00-7:00 pm EEST
Wealth Management is a large and diverse industry in the United States, and it differs significantly from the industry in Finland. On Apri 15th at 6 pm CFA Society Finland will host an online conversation with two Wealth Management professionals in Seattle, Washington. This meeting will give you an opportunity to ask questions of two industry professionals from the United States. One of these is long-time CFA Society member Bryn Lane, CFA. Although Bryn retired from The Royal Bank of Canada’s Wealth Management office in Kirkland, Washington, he has remained in contact with the industry, and in particular with his former partner and friend Bjarne (BJ) Rasmussen. BJ will also be participating in this meeting. He still actively manages client relationships and investment portfolios for RBC Wealth Management in Kirkland.
Participants will have an opportunity to submit questions to BJ and Bryn in advance of the online meeting, as well as ask questions during the meeting.
Please check on this form the topics and questions you would like Bjarne and Bryn to address during the webinar. This will give BJ and Bryn an opportunity to think about topical interests for the webinar.
Speakers
Bryn Lane, CFA has a Master's of Business Administration (MBA) from the University of Oregon and a Bachelors of Arts (BA) degree in English literature and writing. Bryn has been a CFA Charterholder since 1995 and a member of the CFA Society of Finland since 2015. He retired from RBC Wealth Management as a Senior Vice President, Investments in 2014 after 25 years in the industry. Bryn currently teaches at Savonia University of Applied Sciences in their Master of Digital Health programme.
Bjarne Rasmussen has a Bachelor of Arts (BA) in Economics from Western Washington University and has more than 32 years in the Wealth Management industry. BJ has managed client portfolios as well as other advisors. BJ works with a group of partners and associates at RBC Wealth Management in Kirkland, Washington. He is a Senior Vice President, Investments and has been the recipient of various honors associated with his work at RBC. You can read more about BJ and the services he offers on his web site here.