Don’t forget to mention discount code “FOE10 for 10% savings
140+ Family Offices & High Net Worth Representatives Attending Including: Partner, Alpha Incubators
Co-Founder & CEO, EarlyShares
Investment Analyst, AltaCap
Analyst, EFG Capital International Corp.
President/CIO, AltaCap
Vice President, Senior Investment Counselor, EFG Capital International Corp.
Investment Analyst, AM Global Family Investment Office
Managing Partner, Emerald Asset Advisors
Real Estate Associate,Amzak Capital Management
Chief Operating Officer, Emerald Asset Advisors
CFO/COO, Amzak Capital Management LLC
Managing Director, First Republic Bank
General Councel, Amzak Capital Management LLC
Founder, Friedman Capital
Founder, President & CEO, Arden Group, Inc.
Office Manager, GEM Family Office
CEO, Founder, Aven Financial Group
Corporate Controller, GEM Family Office
Managing Principal, Beamonte Investments
Principal,Glenmont Capital Management, LLC
Vice President, Bernstein
Managing Pincipal, Glenmont Capital Management, LLC
Senior Vice President, Client Advisor,Bessemer Trust Managing Partner, BigSur Partners Managing Director, BiscayneAmericas Advisers, LLC
Private Wealth Advisor, Goldman Sachs Partner, GPS Investment Partners
Senior Vice President-Investments, Mora Wealth Management LLC Managing Director, Morgan Stanley Financial Advisor, Morgan Stanley Wealth Management Managing Partner, Mosaic Real Estate Investors President, MSF Capital Advisors Partner-Director of Real Assets Research, NEPC, LLC Chairman & CEO, New England Pension Consultants Chief Investment Officer, Northern Trust Chief Administrative Officer, One East Partners President, Palm Beach Investment Research Group Senior Vice President - Investments, Pardee Resources Company Managing Partner, Park 49
Manager Investments & Compliance, Gruss & Co. Inc.
Chief Executive Officer, Parkland Wealth Management
CIO, Halstatt Real Estate Partners
CEO & Founder, Pepper International
CEO, Halstatt, LLC
CEO, PEX Global, Inc
Senior Director, BNY Mellon Wealth Management
Principal, Haydel Biel & Associates
Chairman & CEO, Privos Capital
Senior Wealth Director, BNY Mellon Wealth Management
Vice President-Strategy, Howe & Rusling
Founder & CEO, RealtyShares
Certified Financial Planner, Islamorada Investment Management
Senior Vice President, Wealth and Fiduciary Director, Sabadell Bank & Trust
CEO, Jensen Capital
President, SFO Management, LLC.
Chairman, Karabel Family Office
Director, Stelac Advisory Services LLC
Managing Member, Breeze Ventures Management
Senior Wealth Advisor & Portfolio Manager, Keel Point
Managing Director, Strenta Investment Management
Chief Acquisitions Officer, Carter Validus
CEO, Kompass Kapital
Associate Cirrus, Group Director, Cirrus Group
President & COO, Kompass Kapital
Chief Investment Officer, Strenta Investment Management Inc.
Senior Vice President, Citi Private Bank
Managing Director, L Investments
CIO, Swire Mulberry
Director, Citi Private Bank
Partner, Links Capital Management LLC
Principal, Swire Mulberry
Vice President, Citi Private Bank
Chief Executive Officer, Macian Wealth Management, LLC
CEO, T Family Office
CEO, CliftonLarsonAllen Wealth Advisors, LLC
Managing Partner, Madison Family Office Services, LLC
Managing Director, Terrapin Asset Management LLC
Head of Wealth Managemen, Coconut Grove Bank
Principal, Maihar Capital Strategies
Chairman and CEO, The Allen Morris Company
Vice President - Investment Consultant, Coconut Grove Bank
Presiden, Mantucket Capital Management Corporation
CEO, The O’Donnell Group, Inc.
Chief Executive Officer, Coe Capital Management
Chief Financial Officer, MBF Healthcare Management, LLC
President, BLD Holdings LLC Senior Private Banker, BNY Mellon Wealth Management
Senior Wealth Director, BNY Mellon Wealth Management Senior Wealth Director, BNY Wealth Management Vice President, Boston Private Bank & Trust Company
Principal, CliftonLarsonAllen LLP
CEO, Cooper Family Office
Managing Director, Strenta Investment Management
Managing Director, T5 Equity Partners LLC
CEO, The RADCO Companies Vice President of Finance, The Related Group
Director of Private Wealth Consulting, Mercer Investment Research Group
Co-Managing Director, The Strategic Group of Companies
Vice President, Merrill Lynch
Vice President & Secretary, The Stuart Family Office
Financial Advisor, Merrill Lynch Wealth Management
Portfolio Manager/Managing Director, U.S. Trust
Managing Director, Deutsche Bank National Trust Company
Financial Advisor, Merrill Lynch Wealth Management
Senior Vice President, UBS
CEO, Meyer Companies
CIO, Dock Street Capital
Chief Financial Officer, Meyer Companies
First Vice President, Wealth Advisor, UBS Financial Services
Senior Managing Director, Dominick & Dominick
Family Office Executive, Modi Family Office
President & CIO, EA Global LLC
Executive Vice President, Mora Wealth Management
Managing Director, Cooperfund, Inc. CEO & Founding Partner, CV Advisors Director- Alternative Investments Advisor- Latin America, Deutsche Asset & Wealth Management
Wealth Advisor, UBS Financial Services Senior Vice President, UBS Financial Services Inc.
Call: 1-212-901-0542 www.imn.org/familyoffice15 | Email: amelvin@imn.org