Wealth Advisor Briefing - Boston - June 15, 2017

Overview

Thursday, June 15, 2017 - 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
99 High Street
24th Floor - Room C1013-A
Boston  Massachusetts  02110
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 Development, East Region

Sandra Ditore is the Regional Director of Membership Development, East Region 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.

Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.

 

Patience Marmer, Senior Relationship Manager

In her role, Patience provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. 
 
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for 17 years.  For ten years, Patience was embedded in a large single family office, where she built bespoke risk management programs for a multi-generational family. Patience created management frameworks for multiple museum-quality fine art and valuable collections and was the family office facilitator for multiple special projects ranging from large scale residential construction to risk and reporting technology upgrades. Patience served as partner at a Fine Art Services company where she was the Director of the Private Client Practice and adjusted on fine art claims to leading collectors, galleries and museums.  Her specialties include risk management, fine art collection management and loss prevention, multi-estate luxury service operations. 
 
Patience studied fine art and history at the University of Illinois and The Art Institute of Chicago.