Venue
Kimpton Gray Hotel
Kimpton Gray Hotel, 122 W Monroe St, Chicago, IL 60603, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Mar 31 CDT - Wed Apr 1 CDT (almost 2 years ago)
In your timezone (EST): Tue Mar 31 11:00am - Wed Apr 1 1:30pm
Location Kimpton Gray Hotel
122 W Monroe St, Chicago, IL 60603, USA
Region Americas
Details

Join us for this year’s FOX Wealth Advisor Forum for a learning and networking experience that will be rewarding and action-oriented.

• Expert speakers will offer insights to help you better understand trends related to evolving client needs, the industry, and the workforce.
• You will learn practical solutions for building strong teams, developing strategic skills to build better client relationships, and differentiating your own firm as a leader within a crowded landscape.
• The forum will provide multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue discussions, and a session focused on professional skill development.

Who Should Attend
FOX member wealth advisors and specialists from areas of expertise, including, but not limited to: accounting & tax, legal, financial services, human resources, insurance, philanthropy, technology, etc.

Speakers

2020 Speakers

Bill Sullivan
President, Family Office Exchange

Nicholas Petrie
Author, "Work Without Stress: Building a Resilient Mindset for Lasting Success"

Susan Mucciarone
Executive Director of Private Wealth, Glenmede

Jack Thurman
Managing Partner, BDK Family Office

John Zimmerman
President, Ascent Private Capital Management of U.S. Bank

Glen W. Johnson,
Chief Operating Officer, Family Office Exchange

Paul Freeland
Head of Sales and Service, SEI Family Services

Sarah Kerr Severson
Partner Schiff Hardin LLP

Mercy Goddard
Vice President and Family Member, Investment Resources Corporation

Jason Green
Manager, NextG Partners

Doug Fritz
CEO, F2 Strategy