Wealth Advisor Briefing - Philadelphia - September 25, 2012


Tuesday, Sep 25, 2012 - 01:30pm to 03:00pm EDT

Join us for a presentation of FOX Wealth Trends and a lively exchange of information and ideas with your peers.

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


Philadelphia, PA
3rd Floor Board Room
1600 Market Street
Philadelphia  Pennsylvania  19103
United States
  • Agenda
  • FOX Facilitators

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

Breakfast Reception

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

Peer Discussion of FOX Wealth Trends


David Lincoln, Managing Director of Research

David spends the bulk of his time reading, writing, and speaking about all aspects of wealth management, and has developed deep issue expertise in matters relating to all aspects of single and multi-family office operations. David is frequently invited to participate in strategic planning sessions with member organizations as a commentator on industry trends, sounding board, and advisor to industry management teams.

Karen Rush, Senior Relationship Manager

Karen is part of the advisor team that works to increase membership and provide services to FOX advisor members. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops, and regional events. Before joining FOX, Karen worked as a meeting planner for In Focus Events LLC and as a communicationscoordinator for Kinship Trust Company LLC.