The Eighth Annual Family Wealth Report Awards 2021 | ClearView Financial Media Ltd. | 6 May 2021 |
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| Event Date | Thu May 6 EDT (over 3 years ago) |
| Region | Americas |
Details
A warm welcome to the Eighth Annual Family Wealth Report Awards 2021.
Nominations are now open, and we invite our Family Wealth Report network and the wider wealth management community to send in their submissions.
Award Categories
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
Speakers
2021 Speakers
JUDGING PANEL:
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
National Head of Wealth Advisory Services, Key Private Bank
Jon Carroll
Managing Director, Private Client Services, Family Office Advisory, EY
Theresa Clarkson
Solutions Architect, InfoGrate
Michael Cole
CEO of Cresset Asset Management
Lisa Featherngill
Head of Legacy and Wealth Planning, Abbot Downing
Douglas Fritz
Founder and President, F2 Strategy
Amy Hart Clyne
Chief Knowledge & Learning Officer, Pitcairn
Carol R. Kaufman
Founder and CEO, Pinventory
Gemma Leddy
Partner-in-Charge, PKF O’Connor Davies Family Office
Ida Liu
Head of Citi Private Bank, North America, Citi Private Bank
Charles Lowenhaupt
Managing Member, Lowenhaupt & Chasnoff
Chris Martinez
Former Managing Director, Oakbrook Solutions
Todd D Mayo
Executive Director, UBS Wealth Management
James H McLaughlin
Founder and CEO, J H McLaughlin & Co
Rebecca Meyer
Consultant, Relative Solutions
Tania Neild
CTO and Owner, InfoGrate
Martha Pomerantz
Partner, Invetsment Portfolio Manager, Evercore Wealth Management
Steve Prostano
Partner, Head of Family Advisory Services, PKF O’Connor Davies
Elisabeth Préfontaine
Founder, Octonomics
Joseph W Reilly Jr
CEO and Founder, Circulus Group
Gregory F. Roll
Co-Founder, Touchpoint
April Rudin
Founder and President, The Rudin Group
Wendy Spires
Head of Research, ClearView Financial Media
William Trout
Director of Wealth Management, Javelin Strategy & Research
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
2021 Sponsors
• Bray Executive Search
• Smart KYC
• The Rudin Group