Wealth Advisor Briefing - Boston - September 29, 2016

Overview

Thursday, September 29, 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

Cambridge Associates LLC
125 High Street, Oliver St. Tower
11th Floor
Boston  Massachusetts  02110
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

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. 
 
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.
 

Ruth Easterling is Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange (FOX). In her role, she provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. Ms. Easterling also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop relevant programming and insight to the Network. 
 
Prior to her current responsibilities, Ms. Easterling led all of the firm’s member services activities, and oversaw the delivery of conferences, educational forums, webinars, website resources and member communications annually. She has overseen marketing and drove the redesign and brand initiative that differentiates FOX today.
 
Under Ms. Easterling’s direction, FOX has integrated member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services. She played a lead role in the design and delivery of the first comprehensive program for Wealth Owners, known as the FOX Learning Academy.
 
Prior to joining FOX, Ms. Easterling worked with the professional services firm Smith, Bucklin & Associates, which provides association management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members. In this capacity, Ms. Easterling re-engineered membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition to client service, Ms. Easterling often consulted with international and national organizations on strategic planning and governance design