Venue
Mandarin Oriental, New York
Mandarin Oriental, New York, 80 Columbus Cir, New York, NY 10023, USA

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Event Date Wed May 4 EDT (in 8 months)
Location Mandarin Oriental, New York
80 Columbus Cir, New York, NY 10023, USA
Region Americas
Details

The Family Wealth Report Awards categories are focused around three main areas:
• Experts (individuals and teams)
• Products
• Services for wealth managers and clients/institutions of all sizes and types

As always, independence, integrity and genuine insight are the watchwords of the judging process.

There are more than forty judges coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience.

Speakers

2022 Speakers

Amanda Anderson
Chief Administrative Officer, Ascent Private Capital Management of U.S. Bank

Patti Boyle
Entrepreneur, Educator, Consultant

Buzz Bray
Principal, Bray Executive Search

Tom Burroughes
Group Editor, ClearView Financial Media

Joe Calabrese
COO Wealth Management, Key Private Bank

Jon Carroll
Managing Director, Private Client Services, Family Office Advisory

Richard Chen
Managing Partner, Richard L. Chen PLLC

Theresa Clarkson
Solutions Architect, InfoGrate

Michael Cole
Managing Partner, R360

Carole Crawford
Managing Partner, fincap360

Lisa Featherngill
National Director of Wealth Planning, Comerica Bank

Douglas Fritz
Founder and President, F2 Strategy

Anna Garcia
General Partner, Runway Venture Partners

Ronna Gyllenhaal
Family Office Expert & Collaborating Consultant

Amy Hart Clyne
Chief Knowledge & Learning Officer, Pitcairn

Carol R. Kaufman
Founder and CEO

Gemma Leddy
Partner-in-Charge, PKF O’Connor Davies Family Office, PKF O'Connor Davies Family Office

Ida Liu
Head of Citi Private Bank, North America, Citi Private Bank

Charles Lowenhaupt
Managing Member

Lowenhaupt & Chasnoff

Dennis Mangalindan
Vice President, SEI

Todd D Mayo
Executive Director, UBS Wealth Management

Catherine McCormick
Tax Manager, Pisces Inc

James H McLaughlin
Founder and CEO, J H McLaughlin & Co

Rebecca Meyer
Consultant, Relative Solutions

Tania Neild
CEO, InfoGrate

Jonathan North
Head of Products, 4Pines Fund Services

Bob Oros
Chairman & CEO, Hightower

Martha Pomerantz
Partner, Invetsment Portfolio Manager, Evercore Wealth Management

Steve Prostano
Partner, Head of Family Advisory Services, PKF O’Connor Davies

Joseph W Reilly Jr
CEO and Founder, Circulus Group

Gregory F. Roll
Co-Founder, Touchpoint

April Rudin
Founder and President, The Rudin Group

Mike Slemmer
Senior Consultant, The Collaborative

Wendy Spires
Head of Research, ClearView Financial Media

Rusdi Sumner
Chief Client Family Services Officer, Market Street Trust

William Trout
Director of Wealth Management, Javelin Strategy & Research

Leslie C Voth
Chairman, President and CEO, Pitcairn

Michael Wagner
Co-Founder and Chief Operating Officer, Omnia Family Wealth

Bruce Weatherill
Chief Executive, Weatherill Consulting

Susan Winer
Co-founder and Chief Operating Officer, Strategic Philanthropy

Bill Woodson
Executive Vice President, Head of Wealth Advisory and Family Office Services, Boston Private

Michael Zeuner
Managing Partner, WE Family Offices

Sponsors & Partners

2022 Sponsor

CATEGORY SPONSOR:
• Bray Executive Search