Wealth Advisor Briefing - Atlanta - April 20, 2016

Overview

Wednesday, April 20, 2016 - 8:30am to 10:00am
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

Location

AIG Offices
1200 Abernathy Road NE
Building 600 – 8th Floor Boardroom
Atlanta  Georgia  30328
United States
  • Agenda
  • FOX Facilitators

8:30 a.m.

Breakfast and Networking 

9:00 a.m.

10:00 a.m.

Open discussion around Trends identified by FOX

Adjourn

 

Sandra Ditore, Senior Business Development Manager, Family Office Exchange

Sandra Ditore, Senior Business Development Manager for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth.  FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. 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, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops. 
 
Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore 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. 
 

Karen Rush, Director of Membership, Family Office Exchange

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
 
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.