The 2007 Wealth Roundtable

Wealth Management in Washington.

WL sat down with four of the area’s premier financial minds to discuss the issues that weigh on the minds of local investors. From globalization to taxes to the market, we cover all the bases.

Our Participants:

is president of the greater Washington region of PNC Bank. Harreld is responsible for overseeing all aspects of PNC’s operations in greater Washington, including retail banking, corporate and institutional banking, wealth management and community-based activities. He is also active in a variety of civic activities.

is a managing director and senior client advisor for Rockefeller & Co., based in Washington, He has worked with high net worth individuals, wealthy families, and institutions for over 20 years. He holds an A.B. in economics from Georgetown University and an M.B.A. in finance from George Mason University.

CURTIN WINSOR is the co-founder and chairman of Bank of Georgetown. In addition, Mr. Winsor sits on the board of directors of several hedge funds and investment partnerships and is active in civic and charitable causes in the Washington, D.C. area.

is a managing director of The Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also co-chair of the President’s Circle at the National Gallery of Art.

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