Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
1.png

Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Leadership Mastery - A Monthly Breakfast Meeting

WeWork introduces Leadership Mastery, a monthly breakfast meeting that addresses the principles and practices of leadership that people can use in their everyday businesses.

We will feature speakers who have demonstrated leadership in a range of industries and company sizes. They will address issues such as:

  • Productive team building

  • Breakthrough innovation

  • Efficient team training

  • Peaceful conflict resolution

  • Engaging communications

Our first speaker is David Edwards, President of Heron Wealth, a financial planning firm and a WeWork Member.

Meeting details:

  • Wednesday, September 21

    • Conference Room 19B

    • Bagels, fruit and coffee

  • 9.00 – 9.15 Networking

  • 9.15 – 10.00 Presentation and Q &A

This event is open to both WeWork members and their guests, so please invite colleagues and friends.

David Edwards is president and wealth advisor with Heron Wealth, a $500 million registered investment advisor based in New York City working with 225 client families across the U.S. and around the world.

At time of publication, Edwards and/or his clients held positions Amazon, Apple and Google.

David Edwards, Behavioral Finance, Impact Investing, Good to KnowDavid EdwardsComment