Wealth Advisor Briefing - San Francisco - August 4, 2016

Overview

Thursday, August 4, 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

Wetherby Asset Management
580 California Street, 8th Floor
San Francisco  California  94104
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

 

Heather Abramson, Senior Relationship Manager

Heather Abramson is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and supports the specific needs for family business-owning members. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking.
 
Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation for seven years. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbyist organization. She also has previous experience working in a Chicago-based family office.
 
 

Karen Clark CFP®, TEP, Managing Director, Councils

With over 25 years of experience advising families of wealth, Karen Clark is responsible for running several FOX Peer Councils and the FOX Direct Investing Network. Karen’s experience includes advising on asset allocation, investment policy, outsourced Chief Investment Officer (CIO) services, manager selection and monitoring, performance analysis, and portfolio risk management in a family office setting. She has advised families on alternative investments, including hedge funds, private equity, including direct investing in private companies, and real estate, as well as proprietary multi-manager vehicles and other opportunistic investments. Karen’s past experience includes working with multi-jurisdictional families while serving as a Director at Sandaire Limited, a London-based multi-family office. She is a member of the Financial Planning Association and the Society of Trust and Estate Practitioners.