Marketing Wealth Summit - List of Speakers
Key Speakers:
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Tony Guernsey,Chief Client Advocate,Wilmington Trust , N.A. |
Avi Sharon,Managing Director, Head of Marketing,Bernstein Global Wealth Management |
Barbara Glasser,Senior Vice President, Head of Wealth Marketing,TD Bank Group |
Keith Klovee-Smith,SVP and National Manager of Elder Services,Wells Fargo Wealth Management Group |
Thane Stenner,Managing Director, TIGER 21,Director, Richardson GMP |
Hear from these leaders
Abby Raphel, Executive Director, The Redwoods Initiative (New York)
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Abby Raphel is the Executive Director of The Redwoods Initiative, a not-for-profit venture focused on family sustainability through wealth education. Its mission is to serve influential families and individuals through innovative education platforms and collaboration with the foremost organizations, practitioners and professionals in the industry to increase the knowledge and understanding of wealth and philanthropy. Redwoods is an independent organization intent on providing valuable programs that serve the dynamic and specific needs of financially successful families. Abby's approach to business and education is collaborative and inclusive. She believes in developing deep and lasting relationships anchored by common values and inspired vision. Abby has a BA from Jacksonville University in Communications and is completing her Thesis at NYU's Gallatin in Education and Psychology. She is certified as an MBTI Facilitator and has taught with dozens of organizations focused on personal empowerment programs for young people.
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Alessandro Tonchia, Founder and Director, Finantix Inc.
April Rudin, CEO, The Rudin Group (New York)
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April J. Rudin is the CEO of The Rudin Group, a communications/PR firm specializing in wealth management marketing strategies. It is the sum effort of her experience, relationships and know-how in creating effective campaigns. This is April's first entrepreneurial effort. Her career began at Kelly Services, a world-leader in the temporary help industry, where she held a variety of positions including National Sales Manager, and was a frequent media spokesperson at press conferences, media tours etc. April has held a variety of marketing and leadership positions at both large and small service organizations. Most recently, she gained knowledge and expertise of the unique needs of the high net worth marketplace. April's marketing effort represents the culmination of more than 20 years of business insight, successful campaigns, and a joie de vivre. Additionally, April is a frequent blogger for Huffington Post and RegisteredRep.
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Avi Sharon, Managing Director, Head of Marketing, Bernstein Global Wealth Management (New York)
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Avi Sharon is Managing Director, Asset Allocation Product Management and Head of Marketing for Bernstein Global Wealth Management. Previously he was Acting Head of Investor Relations. He directs all product management and marketing for AllianceBernstein's Asset Allocation Group, with over $100 billion in assets under management spread across Defined Contribution, Target Date, Education Strategies, Dynamic Allocation, Real Asset and the Private Client fully diversified portfolio. He is also responsible for overseeing all marketing within the private client group, including thought leadership, event strategy and public relations. Prior to joining the firm in 2006, Sharon was a product specialist for quantitative investment strategies within the alternative investment group at Credit Suisse Asset Management. Before that he was head of strategic communications and market planning at HSBC Investments. Sharon earned a BA in English and classics from Emory University and an MA and PhD in classics from Boston University.
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Barbara Glasser, Senior Vice President, Head of Wealth Marketing, TD Bank Group
Dave O'Connor, EVP of Strategy, Wealth-X (New York)
David Friedman, EVP of Strategy, Wealth-X (New York)
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David Friedman has extensive experience in creating and launching new ventures and leading business development activities within both Fortune 500 and smaller organizations. Most recently, David was a Business Development Executive hired to launch, build and grow the family office practice for the Open Finance Network (OFN), a finance technology company for wealth managers and single-family/multifamily offices. Prior, David was a Managing Director in the Global Research and Consulting Group at CB Richard Ellis, and has advised global investors on economic development and FDI strategies in emerging markets including the Saudi Royal Family, Jumeirah Capital, Abu Dhabi Sovereign Wealth Fund, Malaysian Sovereign Wealth Fund and Kuwait Finance House. Before joining CBRE, David was an entrepreneur in Silicon Valley where he founded and advised a variety of start-ups. David began his career at Oxford Analytica, a leading geo-political and intelligence firm based in Oxford, England. David graduated Magna Cum Laude from Wheaton with a BS in Political Science, has a Masters in Philosophy of Religion and Ethics with Honors from Yale Divinity School, and a Series 65 license. David currently lives in New York City. Wealth-X Wealth-X is the global leader in helping private wealth managers, luxury brands, not-for-profits and education institutions prospect, understand and conduct wealth diligence on the UHNW segment. The firm's online business development solution is the worldwide standard for professionals working with the ultra-affluent. Wealth-X is the international authority on UHNW individuals, including their wealth, income, passions, philanthropic interest, affiliations, politics, advisors, families and biographies.
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David Friesen, Director, Wealth Management, Friesen Rebec & Associates, Richardson GMP (Calgary)
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David is the founder and managing partner of Friesen | Rebec & Associates. A boutique wealth management team within one of Canada’s preeminent investment firms, Richardson GMP Limited. He is responsible for developing and implementing the team’s overall vision. He has been committed for twenty years in focusing on complex family engagements, working primarily with business owners, senior executives, and families with significant wealth. Friesen | Rebec & Associates created their “Process for Protecting Success” to bring solutions to the issues that arise for families of significant wealth. They achieve this in two overarching ways: 1) Working with their families as a “Family CFO”, ensuring that each and every aspect of the families’ financial well being is integrated and full maximized & 2) Managing their families’ investments as a fiduciary, and applying strict, disciplined risk management to all aspects of their investments. David has made presentations at national conferences to his industry peers throughout Canada on topics such as; Practice Management, Investment Risk Management, and Holistic Family Planning. Prior to becoming a Director with Richardson GMP, he was a Vice President and Investment Advisor with CIBC Wood Gundy for 11 years. David began his career with Richardson Greenshields Ltd in 1990.
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Gina Teresi, Vice President Strategic Sales, Private Client Group, Chartis
Joe Calabrese, President, Harris myCFO, Inc. (Chicago)
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Joe Calabrese is Executive Vice President with Harris N.A and President of Harris myCFO, Inc. Harris myCFO provides comprehensive family office solutions and wealth management services to individuals and families of substantial wealth. Mr. Calabrese is responsible for the strategic direction, growth and delivery of investment advisory, fiduciary, and family office services to affluent clients. Mr. Calabrese joined Harris in 2002 and has more than 20 years of financial services and wealth management industry experience with a broad background in investment management, finance, and taxation. Mr. Calabrese graduated from McGill University, Montreal, with a joint honors degree in Economics and Finance. He has been Chartered Accountant since 1984. Mr. Calabrese makes his home in Lake Forest. He serves on the Board of Trustees for the GoodmanTheatre, Junior Achievement, and the Illinois Institute of Technology.
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Katie A. Walmsley, President, Portfolio Management Association of Canada
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As President of the newly named Portfolio Management Association of Canada (PMAC), Katie Walmsley is responsible for directing the Association's overall business strategy, including federal and provincial advocacy, education, compliance support and other member services. PMAC was founded in 1952 and until 2010, operated as the Investment Counsel Association of Canada (ICAC). PMAC represents 140 of Canada's registered portfolio managers managing in excess of $750 billion in assets. Members span private clients, pensions, insurance, foundations and endowments individual and institutional investors. Before joining the Association in 2006, Ms.Walmsley held several senior leadership positions in both the insurance industry and the association/not-for-profit sector. She served 10 years with Pilot Insurance Company (a subsidiary of Aviva Canada) in a variety of management positions, including Sr. Vice President, Corporate Development with responsibility for Strategic Planning, Human Resources, Communications and e-Business and Sr.Vice President of Human Resources. Her non-profit/association management experience includes two years with the Insurance Institute of Canada as Sr. Director of Western and Atlantic Operations with responsibility for coordinating education and training delivery in eight provinces with local institutes and boards of directors. Ms. Walmsley also spent five years with the Hincks Dellcrest Treatment Centre as Human Resources Director. During her volunteer time, she is President and Co-Founder of Second Kicks, a registered charity that collects and distributes used soccer uniforms and equipment to economically disadvantaged communities in Canada and around the world. She is past Director of the Canadian Capital Markets Association, past Director of Ryerson University's Financial Institutions Advisory Council (FIAC) and Past President of Camp Couchiching. Ms. Walmsley holds a Bachelor of Commerce degree, majoring in economics from the Rotman School of Management, University of Toronto. She is a Chartered Insurance Professional (CIP) and a Certified Human Resources Professional (CHRP).
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Keith Klovee-Smith, SVP and National Manager of Elder Services,Wells Fargo Wealth Management Group (Washington)
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Keith Klovee-Smith joined Wells Fargo in 2005 and is currently a Senior Vice President and National Manager of Elder Services, a strategic business within the Wealth Management Group. Keith focuses on the development and coordination of premium wealth and life management services for Wells Fargo clients. Under his tenure, Wells Fargo Elder Services has grown into a national program serving 70 separate markets. For 17 years prior to joining Wells Fargo, Keith was a Registered Investment Advisor and owner of a fiduciary business that served the trust, probate and guardianship needs of individuals of all ages and gave special focus to the disabled. In that role, Keith was a Washington State Certified Professional Guardian and Guardian ad Litem for the Superior Courts of the State of Washington. Currently, in addition to his work at Wells Fargo, Keith is a frequent presenter regarding general fiduciary issues, guardianships, capacity, the challenges of aging, and investigative techniques. Media that have quoted or interviewed Keith include the Wall Street Journal, the New York Times, The Economist, Kiplinger's Report, Business Week and many other regional publications
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Keith Sjögren, Director, Research and Advisory Services, Investor Economics
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Keith Sjögren is the Director, Research and Advisory Services at Investor Economics, a leading provider of research and advisory services to the financial services industry. Prior to joining Investor Economics in 2006, Keith was the Leader of the Wealth Management practice at The Taddingstone Consulting Group. Before joining Taddingstone in 1995, Keith held a number of executive positions at CIBC including Senior Vice President, Private Banking and President, CIBC Securities. His career spans retail banking, wealth management and international banking. He has lived and worked in the United States, Iran, the United Kingdom and Singapore. Keith was educated at Carleton University and the University of Toronto. He is a Fellow of the Institute of Canadian Bankers and holds the Partners, Directors and Officers qualification of the Canadian Securities Institute.
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Kelly Willis, Director, Marketing, Newport Partners
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Kelly Willis is responsible for corporate marketing and client development at Newport Partners. She has more than 15 years marketing and communications experience in both corporate and agency roles for a broad range of financial services companies. Prior to joining Newport, Kelly's previous experience included roles as Senior Manager of the affluent market segment for a major global bank, Vice President, Marketing for a boutique investment brokerage and Vice President with a mid-sized advertising agency whose clients were some of the country's largest mutual fund, banking and investment companies. Kelly has an MBA in Marketing from Athabasca University.
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Kevin Darlington, Senior Vice President, Digital Products, HNW, Inc.
Matthew Tuttle, CEO, Tuttle Wealth Management LLC (New York)
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Matthew Tuttle is a Certified Financial Planner® professional. He is the founder, Chief Executive Officer, and Chief Investment Officer of Tuttle Wealth Management, LLC. Matthew is a familiar face among the financial media. In addition to speaking at accounting and trade association meetings across the country, he is a frequent guest on Fox Business News, BusinessWeek TV and Channel 12 News, and has been interviewed on both CNBC and Fox News. Matthew has appeared numerous times on CNNfn, notably on the Your Money Show and Dolans Unscripted with Ken and Daria Dolan. He is the author of How Harvard & Yale Beat the Market (an Amazon best seller) and Financial Secrets of my Wealthy Grandparents. In addition to his books, Matthew has contributed timely articles to a variety of financial publications, including the CPA Journal, Pennsylvania CPA Journal, TAXPRO Journal, Accounting Crossing, the Fairfield County Business Journal, the Stamford Senior Flyer, and over 25 other publications nationwide. He also is a frequent contributor to Forbes.com, the Wall Street Journal, CNBC.com, SmartMoney, and Dow Jones Newswires. He has been quoted in Kiplinger's Personal Finance, Money Magazine, USA Today, the Star Ledger, Bankrate.com, the Christian Science Monitor, and the Journal of Financial Planning. In addition, Matthew has been profiled in the New York Times, Stamford Advocate and Greenwich Time. An experienced educator, Matthew teaches personal finance to consumers as an adjunct professor at Norwalk Community Technical College. He instructs through the Continuing Education centers of the Westport, Stamford, Darien, Greenwich, and Katonah districts, and the 92nd Street YMCA. He has also provided continuing education instruction to CPAs at Baruch College, the CPA / LAW Forum and through the CPA Report. He has received the Fairfield County 40 Under 40 Award, given annually to 40 executives who demonstrate extraordinary leadership qualities, with outstanding accomplishments in their respective fields. Recipients exhibit a strong, ongoing commitment to professional development. In addition to his books, Matthew has written two chapters for the Life Insurance Answer Book, the desk reference guide for life insurance agents. He has also contributed to the Wealth Management Manual. Confirming his expertise, he is a sought after expert witness in court cases dealing with financial planning matters. Matthew has an MBA in finance from Boston University.
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Michael Miske, Director, Head of Marketing, ScotiaMcLeod and Scotia Private Client Group
Norvin Leong, Director, Product Marketing, Actiance, Inc.
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Norvin Leong brings over ten years of marketing experience to his role at Actiance. He has worn hats spanning product marketing, product management, strategy consulting, and even the law – at companies both big (HP, NetApp) and small (Taalee, Internet Research Group). His areas of specialization include infrastructure and security software. He holds degrees from the University of California at Berkeley (B.A.), the University of San Diego (J.D.), and Johns Hopkins University (M.A.). He is a licensed member of the California Bar.
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Ron Stiller, Cofounder / Director of Development, CPAPlus Network (Pennsylvania)
Shelly Appleton-Benko, Director, Portfolio Manager, STM Wealth Management, Odlum Brown Limited (Vancouver)
Thane Stenner, Managing Director, TIGER 21, Director, Richardson GMP
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Profile Thane Stenner is the founder of Stenner Investment Partners, an independent Private Investment Officegroup within Richardson GMP Limited, a firm with $15 Billion in client assets under management. He is a Director, Wealth Management, based in Vancouver, British Columbia, Canada. Experience Thane has over 20 years experience in successfully advising ultra high net worth families, entrepreneurs as well as corporate and philanthropic entities. He is recognized nationally as a thought-leader in the ultra-high net worth advising field and has been a highly successful investor for over 30 years. Prior to joining Richardson GMP Limited, Thane previously held roles as First Vice President with CIBC World Markets, and Director of Merrill Lynch International Private Client Group. Thane is also the Founding Member and Managing Director for TIGER 21, Canada (www.tiger21.com/canada). TIGER 21 (www.tiger21.com) is a North American peer to peer network of high net worth investors with over 160 members who collectively manage in excess of 10 Billion in assets. Education In addition to graduating with an Honours degree in Finance and a specialization in Investment Analysis and Portfolio Management from Arizona State University; Thane attended the Harvard Business School's Executive Program. He is a member of the Investment Management Consultants Association (IMCA), and holds the Canadian Investment Manager (CIM) designation. He has also been awarded the designation of Fellow of the Canadian Securities Institute (FCSI) – the highest designation within the Canadian Investment industry. Thane was also the founding chairman of the CSI Ethics Committee. Other I nterests & I nvolvement Throughout his career, Thane has been active in his community through professional associations, and various boards and charitable organizations (11 over the last 23 years) including the Greater Vancouver YMCA, the UBC Business Families Centre's Professional Advisory Committee (PAC), and the BC Children's Hospital Foundation. Thane is an active philanthropist supporting organizations such as Imagine1Day, Homes of Hope and others. Thane is the author of the national bestseller True Wealth: An expert guide for high net-worth individuals (and their advisors). He is frequently quoted in a variety of national publications, along with industry publications such as Advisor's Edge (Rogers Media) and The Institute of Chartered Accountants magazine, Beyond Numbers. Thane also currently writes an exclusive high net worth column for The Globe & Mail and Report on Business.
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Thomas Ryan, Founding Partner, Ryan Lamontagne Inc.
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Thomas Ryan is the founding partner of the fee-based financial planning and wealth management firm of Ryan Lamontagne Inc. He is a graduate of the University of Ottawa Commerce Program, and holds the Certified Financial Planner designation. Thomas has over twenty five years of experience in the financial services industry. He started his career working with a major Canadian chartered bank, and then moved on to work with one of Canada's largest mutual fund distribution companies, before launching his own financial planning firm in 1992. For the last fifteen years Thomas has specialized in providing comprehensive wealth management services for executives, business owners, and high net worth individuals. Away from the office, Thomas enjoys an active lifestyle centered on his family and his passion for sports and outdoor activities. He is a seasoned and accomplished marathon runner and has competed in numerous endurances runs, including the prestigious Boston Marathon.
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Tony Guernsey, Chief Client Advocate, Wilmington Trust , N.A.
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Tony is located in New York City and is responsible for mentoring Wilmington Trust Private Client Advisors and working with the company's most affluent clients. Tony joined Wilmington Trust in 1998 and established the company's New York office, and has served as head of the company's National Wealth Management. Tony has more than three decades of experience in addressing the wealth management needs of prominent individuals, families, and privately held corporations, from inherited wealth to entrepreneurial success. He began his career in financial services in New York with J.P. Morgan, where he held management positions in private banking until taking over the management of the firm's national relationship management team. In that capacity, he oversaw the establishment of J.P. Morgan's offices in Los Angeles, San Francisco, and Palm Beach. Tony also served as founder and managing director of UBS' Private Bank, where he oversaw domestic private banking and the establishment and management of offices in New York, Houston, Los Angeles, and San Francisco. Tony is past Director of Knapp Communications Corporation, the Los Angeles-based publisher of Architectural Digest and Bon Appetit, and a past Director of the privately held toiletries company, the Mennen Company. Tony holds a bachelor's degree in Government and Law from Lake Forest College, where he was All American in ice hockey. After that, he served in the U.S. Navy during the Vietnam War. He is conservator of the Madison Square Garden Club and a former trustee of the Taft School in Watertown, Connecticut. He is the Chairman Emeritus of NMS Inc.'s annual Family Office Forum, and a member of the Leadership Council of the Institute for Private Investors. Additionally, in 2006, Institutional Investor's Private Asset Management presented Tony with its Lifetime Achievement Award, recognizing his 35-year tenure in the wealth management industry.
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Valentina Chtchedrine, VP, Digital Strategy and Experience, Morgan Stanley Smith Barney (New York)
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Valentina Chtchedrine is Vice President of Digital Strategy and Initiatives at Morgan Stanley Smith Barney. She is responsible for the planning and execution of MSSB's Social Media strategy, and has been focusing on implementing a program for individual Financial Advisors to allow them to incorporate Social Media into their business practice. She also partners with other business area on the creation of policy, supervision procedures, technology implementation and training. Prior to joining MSSB in 2010, Valentina spent 7 years at Citi Global Wealth Management in Investment Products as well as the Corporate Strategy group. Valentina began her career at McKinsey & Company in the Business Technology Office. She has a B.S. in finance and economics from Fordham University.
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