2015 Wealth Advisor Briefing - New York - May 14


Thursday, May 14, 2015 - 08:30am to 10:00am EDT
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.
Attendance is included with membership, but advance registration is required.
Note: We have reached capacity for this event, and registration is no longer available. If you would like to be added to the wait list please send an e-mail to events@familyoffice.com.


HUB International
5 Bryant Park
1065 Avenue of the Americas
New York  New York  10018
United States
  • Agenda
  • FOX Facilitators

8:30 a.m.

Breakfast and Networking 

9:00 a.m.

Open discussion around Trends identified by FOX


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

Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Knowledge Center 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.

Jo Wellman, Senior Relationship Manager, Family Office Exchange

Jo Wellman is a relationship manager for Family Office Exchange. She is part of the family office team that works to increase membership and provide member services.
When Ms. Wellman joined FOX in 2001, she brought with her 10 years of marketing and client relationship management experience. She was the co-owner and manager of Wellman Equipment Inc., her family’s business, and she has worked for Capstone Financial Advisors and West Suburban Hospital. In addition, she has 15 years of experience teaching business education courses at the high school and community college levels.  
Ms. Wellman has a bachelor’s degree from DePaul University and a master’s degree from Northern Illinois University. She has completed insurance and investment courses through the College of Financial Planning.