Guest Speakers

Sean Ammirati, Leading Partner, Birchmere Labs

Bruce K. Benesh, Partner in Charge, Grant Thornton

Andy Campbell, Partner, Novack and Macey, LLP

Jeffrey Carroll, Assistant Vice President, AIG Private Client Group

Diana Clark, J.D., MA, Director of Family Services, O'Connor Professional Group

Pamela Cytron, CEO, Pendo Systems

Max DeZara, Founder & Managing Partner, Akoya

Michael Drexler, Head of Investors Industries of the World Economic Forum

Ann Dugan, Managing Director, Family Advisory Services, Headwaters | SC

Charles Eggert, Managing Director, Specialty Chemicals Sector Leader, Akoya

Ken Franasiak, Chairman and CEO, Franasiak/Calama

Rob Gerhard, CEO, Umbono Capital

Andrea Hasten, CPA, J.D., MBA, Senior Vice President, Northern Trust

Marianne Herlihy, Family Office Advisor, Hemenway & Barnes, LLP

Annie Hernandez, Executive Director, Frieda C. Fox Family Foundation

Dan Kipp, Founder, Managing Partner, City Capital Ventures

Charly Kleissner, Ph.D., Co-Founder, Toniic

Peter Knell, Managing Director, Knell/KCB

Kim Kusilek, CFO, HRK Group, Inc.

Greg McCann, Founder and Consultant, McCann & Associates

Robert M. McLane, Jr., Senior Director, BNY Mellon

Abigail Noble, CEO, The ImPact

Arden O’Connor, Founder, O’Connor Professional Group

Danielle Oristian York, Director, 21/64

Miles C. Padgett, J.D. & CIMA, Partner, Kozusko Harris Duncan

Steven Ryder, CEO, True North Networks

Bill Seale, President, Shoebox Private Trust Company, LLC

Jordan Slone, Slone Family office, Chairman Harbor Group International

Jonathan Spencer, Director, Capital Markets,  Umbono Capital

Allen Tibshrany, Managing Director, City Capital Ventures

Matthew Tobin, Managing Director, South Dakota Trust Company, LLC

Margalit Tocher, President, Home Healthcare Assistance

Margaret Vaughan, Founder and President, MCV Consulting

Jonah Wittkamper, Co-Founder and Global Director of the Nexus Global Youth Summit

Matthew Wesley, J.D., M.Div., Founder, The Wesley Group

FOX Speakers

Heather Asher, Senior Relationship Manager, Family Office Exchange

Teresa Bellock, Editor-in-Chief, Family Office Exchange

Karen Clark, Managing Director, Councils, Family Office Exchange

Steven Draper, Senior Consultant, Family Office Exchange

Ruth Easterling, Managing Director, Member Services, Family Office Exchange

Jane Flanagan, Director of Family Research, Family Office Exchange

Charlie Grace, Managing Director, Family Office Exchange

Sara Hamilton, Founder and CEO, Family Office Exchange

Amy Hart Clyne, Executive Director, Knowledge Center, Family Office Exchange

Meghan McWalters, International Relationship Manager, Family Office Exchange

Mariann Mihailidis, Managing Director, Councils, Family Office Exchange

Kasey Mueller, Director of Human Capital, Family Office Exchange

Alexandre Monnier, President, Family Office Exchange

Karen Rush, Director of Membership, Family Office Exchange

Linda Shepro, Managing Director, Family Office Exchange

David Toth, Director of Advisor Research, Family Office Exchange

Jo Wellman, Senior Relationship Manager, Family Office Exchange