Events | Senior Investors

IAA Investment Adviser Compliance Conference 2019

Updated: January 26, 2022 by

March 14, 2019 | Speaker: Michelle Jacko, CSCP

CEO Michelle Jacko, CSCP will be speaking at the IAA Investment Adviser Compliance Conference on March 14, 2019. She will be discussing “Considerations for Senior Clients” in Washington, DC.

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Core Compliance & Legal Services, Inc. is a compliance consulting firm serving investment advisers, broker-dealers, investment companies, and private fund managers nationwide, built on decades of combined in-house and former-regulator experience. The team takes a high-touch, human-centric approach to SEC, FINRA, and state compliance — acting as a virtual extension of each client's compliance team so firms can pursue growth with peace of mind.

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