Regional Advisor Briefing - Boston - June 20, 2019

Overview

Thursday, June 20, 2019 - 8:30am to 10:00am

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Regional Advisor Briefing.

Attendance is included with membership, but advance registration is required.

Location

The Westin Boston Waterfront Hotel
425 Summer Street
Otis Meeting Room
Boston  Massachusetts  02210
United States
  • Agenda
  • FOX Facilitators
8:30 am Breakfast and Networking
   
9:00 am Open discussion around Trends identified by FOX
   
10:00 am Adjourn
   

Sandra Ditore
Regional Director, Membership, East

Sandra Ditore is regional director of membership for the East Region at Family Office Exchange (FOX). In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Sandra is responsible for identifying and securing sponsorship for FOX forums and educational workshops. She is based in the New York City office.

Sandra has more than 25 years of experience in sales and marketing. Before joining FOX in 2002, Sandra was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

She is a member of Alliance of Mergers & Acquisition Advisors (AM&AA) and Family Firm Institute (FFI).

 

Patience Marmer
Senior Relationship Manager

Patience Y. Marmer is a senior relationship manager with Family Office Exchange (FOX). She works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.

Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for nearly twenty years. In addition to her deep knowledge as a family office generalist, she brings expertise in the areas of insurance risk management, global fine art collection management and loss prevention, multi-estate luxury service operations including farm and ranch.

Patience presently serves on the Board of Trustees for the Private Risk Managers Association. She has traveled to and worked in many of the 42 countries in which she has visited. She studied fine art and history at the University of Illinois and The Art Institute of Chicago and proudly served for three years on the world’s largest non-governmental hospital ship, the M/V Anastasis.