Wealth Advisor Briefing - New York - September 13, 2012

Overview

Thursday, September 13, 2012 - 1:30pm to 3:00pm

Join us for a presentation of current trends and a lively exchange of information and ideas with your peers and family office executive, Robert Hammett.

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

Location

New York, NY
Marsh, Inc. 1166 Avenue of the Americas
New York  New York  10036-2774
United States
  • Agenda
  • FOX Facilitators

8:30 a.m. - 9:00 a.m.

Networking Breakfast

9:00 a.m. - 10:00 a.m.

Introductions and Peer Discussion

Discussion with family office executive, Robert Hammett, who will share his office's efforts to choose new advisors for investment consulting, IT,  and estate planning.

 

Nazanin Hassanein, Managing Director, Family Office and Wealth Advisor Markets

Naz is responsible for relationship management across the FOX family office and advisor base and assists in the development of new and enhanced service offerings for FOX members. She is an alumna of the Corporate Executive Board, where she specialized in working in, and later leading, the financial services membership renewal effort. Her performance there and contribution to the significant growth in membership was a major part of the firm's overall growth.

Jo Wellman, Senior Relationship Manager

Jo is part of the family office team that works to increase membership and provide services to FOX family office members. Before joining FOX, she was co-owner and manager of Wellman Equipment Inc., her family’s business. She also has worked for Capstone Financial Advisors and West Suburban Hospital and taught business education courses at the high school and community college levels.