Current at Pier 59
Current at Pier 59, Pier 59 Chelsea Piers New York, New York 10011

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Event Date Wed Jun 22 EDT (5 days ago)
Location Current at Pier 59
Pier 59 Chelsea Piers New York, New York 10011
Region Americas

The Annual Private Wealth East Spring Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Tri-State area.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.


2022 Speakers

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Eric Mancini
Director of Investment Research, Traphagen Financial Advisors

Makiko Coakley
Investment Director, Endeavor Family Office

Jack Salzman
Principal, Kings Point Capital

Jeff Demaso
Director of Research, Adviser Investments

Kamil Homsi
Founder and Chief Executive Officer, GRC Investments Group

Michael Steiner
Partner, Wealth Advisor, RegentAtlantic

Thomas Haug
Chief Executive Officer and Managing Member, Aspen Tree Advisory

Pierre duPont
Partner, Cerity Partners

Bill Kennedy
Co-Founder, Chief Executive Officer, RiskBridge Advisors

Robert Davis
Partner, Chief Investment Officer Round Table Wealth Management

Kate Ottino
Managing Director, Seven Bridges Advisors

Sponsors & Partners

2022 Sponsors

• Cambiar Investors

• Cantor Fitzgerald

• Abra
• BNY Mellon
• Citi Markets
• Columbia Threadneedle Investments
• Cohen & Company
• Sprott
• RepRisk

• Bonaventure
• Bridgeford
• Croatan Investments
• Eaglebrook
• EisnerAmper
• Hines
• Vinovest