2015/02/26 Webinar - 2014 FOX Wealth Advisor Benchmarking Study

Overview

Thursday, Feb 26, 2015 - 04:00am
Thursday, Feb 26, 2015 - 04:00am
Please join us for the private webinar reserved for participants of the 2014 FOX Wealth Advisor Benchmarking Study.
 
FOX’s David Toth and Amy Hart Clyne will lead us through the primary takeaways of the study which include key metrics such as asset size, revenue growth, new client relationships, and pricing.  They also look forward to discussing other topics such as marketing, technology, and work with single family offices.
 

    [[{"type":"media","view_mode":"media_large","fid":"9371","attributes":{"alt":"","class":"media-image","height":"118","style":"width: 100px; height: 118px; margin: 5px; float: left;","typeof":"foaf:Image","width":"100"}}]]Amy Hart Clyne, Executive Director, FOX Knowledge Center

    Amy Hart Clyne is Managing Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm.  She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
     
    Amy provides over 25 years of experience in the ultra high net worth marketplace.  She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years.  She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years.  Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years.  Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.
     

    [[{"type":"media","view_mode":"media_large","fid":"9372","attributes":{"alt":"","class":"media-image","height":"118","style":"width: 100px; height: 118px; margin: 5px; float: left;","typeof":"foaf:Image","width":"100"}}]]David F. Toth, Director of Advisor Research

    David Toth is the Director of Advisor Research at FOX.  In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members.  Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.
    David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction,