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Speaking Faculty

Speaking Faculty

NameCompany NameJob Title

Mark CasellaCoppertree LtdCEO and Chairman
Katie KinseyCoppertree LtdPresident
Michael BrinkNease Lagana Eden & CullyExecutive Vice President
Sean MaherMorgan StanleyExecutive Director
Brenda SallstromCherry Tree Family OfficeChief Investment Officer & Managing Director
Leslie GiordaniGiordani, Schurig, Beckett & TacketPartner
Robert FrankWall Street JournalSenior Writer
Thomas LivergoodFamily Wealth AllianceChief Executive Officer
Pamela RadschHub International Personal InsuranceVice President
Russell DeakinCRPFamily Member and Partner
Robert BernsteinPRISM Global AdvisorsManaging Member
Fredda Herz BrownRelative SolutionsFounder
Jim KaneHub International Personal Insurance President
Maura DevineDevine PRMedia Trainer
John BaileySpruce Private Investors LLCFounder and CEO
Dale VeitchLexington Family Office ServicesPartner
Linda MackMack InternationalPresident & Founder
Steve BravermanHarris MyCFOPresident
Mark BlumenthalBlackman KallickPartner
Paul ViollisRisk Control StrategiesCEO
Stephen ChanceArlington Capital Investors LtdChief Executive Officer
R. Sean McCurryPinnacle Family AdvisorsPresident
Dan BergIntegrated Wealth ServicesSr. VP & CTO
Patricia AngusShelterwood Financial Services LLCPrincipal
Brian HughesPitcairn Trust CompanySenior Vice President
Mark F. PolzinRanch Fiduciary Corporation; formerly of the Moreland Family OfficePresident
Lee HausnerIFF AdvisorsPartner & National Director
Iris WagnerPresident and FounderMemoirs Productions
Rhona VogelVogel Consulting Group SCOwner/President
Joe MoranDWS Scudder Distributors, Deutsche Bank GroupDirector
Christine WoolseyHill & Knowlton Vice President
Steve JohnstonSecond City 
Rollie VincentBombardier Flexjet Director, Strategy & Business Development
Charles B Grace IIIAshbridge Investment ManagementChairman
Bill MillikenCommunities in Schools Founder
Ram RaoBarclays CapitalDirector and Head of Fund Derivatives Sales
Teddie UsseryFamily Office Matters LLCFounder
Rona FingoldLexington Family Office ServicesM.S.W., J.D., LL.M
Daniel ThiemRoyal Management Corp. Vice President, Family Office
Randy SlifkaSlifka Asset Management Principal & Family Member
Joe CalabreseHarris MyCFOPresident
Tom HandlerHandler Thayer & Duggan LLCPartner
Andrew KeytLoyola University ChicagoExecutive Director, Family Business Center
Fran LoteryRelative SolutionsPrincipal
Reginald BeatyCommunities in Schools EVP & COO
Sam Davis IIIRelative SolutionsPrincipal
Henry BlackieArlington Capital Investors LtdChairman
Jarrett BoswickHandler Thayer & Duggan LLCManaging Principal
Sean MaherMorgan StanleyExecutive Director
Robert W. ChesnerGiordani, Schurig, Beckett & Tacket Director
Troy StremlerNewdea Founder & CEO
Bruce BoydArabella Philanthropic Investment Advisors Principal & Managing Director
Roman InochovskyLexington Family Office Services Ph.D., M.B.A
Laird KoldykeLaird NortonFamily Member
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