Wealth Advisor Briefing - Chicago - August 16, 2017

Overview

Wednesday, August 16, 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

SheppardMullin Offices
70 West Madison Street
48th Floor
Chicago  Illinois  60602
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
   

 

Ruth Easterling, 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. Ruth also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop programming and insights for the Network.
 
Prior to her current responsibilities, Ruth led all FOX 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 Ruth’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, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides 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, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 
 
Ruth holds a bachelor’s degree in Management and Leadership from Judson College. She is a volunteer leader in organizing her community’s food collection and distribution initiative that aids 350 families and volunteers at the Breakthrough shelter for women.
 
 

Vincent Hayes, Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community.
 
Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. Vincent is a graduate of Western Michigan University with a Bachelor of Business Administration degree in Finance and minor in Accounting. He is based in Chicago.
 

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.