2012 Speakers
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Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the rich and Super-Rich concerning the mindset and behaviors that translate into extreme personal wealth creation.
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Richard J. Flynn Is a principal at the firm Rothstein Kass, where he lead the Family Office Group. Mr. Flynn advises high-net-worth clients on wealth enhancement, wealth transfer and asset protection planning.
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Hannah Shaw Grove Hannah Shaw Grove is the author of Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy and The Family Office: Advising the Financial Elite. She consults to families with significant wealth and their closet advisors.
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Jennifer Connelly Chief Executive Officer Jennifer Connelly is chief executive officer of JCPR, a leading independent public relations agency serving clients that operate in highly regulated industries. Under Jennifer's leadership, JCPR has earned a reputation for executing innovative communications strategies and solutions, and building category leading brands for clients worldwide. |
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Tim Davey Partner, Vice President Sales In 2004, Tim joined Salentica and began to build what is now recognized as CRM market leadership in the wealth management and family office space. Working closely with leading Family Offices and wealth managers, Salentica has built Salentica Advisor Desk that now has over 4000 users.
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Spencer M. Houldin Spencer M. Houldin is President of Ericson Insurance Advisors. With offices in New York City and Connecticut, Ericson is a personal insurance and risk advisory firm serving high net worth clients throughout the country. Spencer also acts as an industry spokesperson, appearing often in national news media and testifying on Capital Hill.
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Evan Jehle, CPA Evan Jehle, CPA is a senior manager at Rothstein Kass Family Office Group. He provides accounting, tax, and business consulting services to family offices and their members, privately held, family owned businesses and their owners, high-net-worth individuals, including celebrities and sports professionals, and hedge fund General Partners and management companies.
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Alan Kufeld Alan Kufeld is a principal in Rothstein Kass' Family Office Group. He specializes in income and estate tax planning, wealth management and preservation, and federal, state and local tax compliance for high-net-worth individuals. He also advises entertainers as well as business owners and executives from a wide range of industries, including financial services, garment, professional services, entertainment and technology.
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Edwin Lichtig Edwin Lichtig is founder and president of Pension income, LLC, a firm that locates pensioners willing to sell their monthly income. Mr Lichtig lives in the San Francisco bay area with his wife and two college age children. He attended Trinity College in Hartford, CT and University of Maryland for his MBA degree.
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