FOX Public Webcast: 2023 State of the Ultra-Wealth Business: Balancing Growth and Demand – September 6, 2023

Overview

Wednesday, Sep 06, 2023 - 05:00am
Wednesday, Sep 06, 2023 - 06:00am


Please join us on Wednesday, September 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast will cover our perspectives on the changing nature of demand among families of wealth, check-in on the health of the UHNW business and discuss how firms balance growth and demand in this new era. 


Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

NO CPE OFFERED FOR THIS WEBCAST. 

    Presenters

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    Director of Private Wealth, Glenmede

    Thom Melcher is a Managing Director and Glenmede’s Director of Private Wealth. He leads the Company’s planning, advisory and investment professionals who are responsible for delivering comprehensive wealth management to individuals and families across the country. In addition, he oversees the Sales and Marketing teams as well as The Center for Family Philanthropy and Wealth Education.

    As a member of Glenmede’s Senior Leadership team, Mr. Melcher is one of 10 executives responsible for the development and execution of corporate strategy. He also serves as Chair of the Private Wealth Operating Committee and is a voting member of the Investment Policy Committee.
    Prior to joining Glenmede, Mr. Melcher devoted over two and a half decades to PNC, where he most recently served as EVP and Chief Investment Officer (CIO) for the PNC Asset Management Group. Prior to that, he was the Managing Executive of Hawthorn, PNC Family Wealth, where he built the practice into one of the nation’s foremost providers serving ultra-high net worth clients. Previously, Mr. Melcher held the CIO role for PNC Wealth Management in Philadelphia and Southern New Jersey.

    Mr. Melcher earned a Bachelor of Science degree from Miami University in Oxford, Ohio and has pursued graduate work at Drexel University in investment management.

    David Toth
    President of Membership, FOX

    David Toth is the President of Membership at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

    David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

    He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

    David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

    David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.