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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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Dan Carlin
Daniel Carlin M.D. established WorldClinic in 1998. Drawing on years of experience as a medical officer in the US Navy and later as an expatriate volunteer, he designed WorldClinic to meet the needs of people whose work and lifestyle frequently took them out of contact with modern medical care. Since then, he has become a recognized leader in using the Internet and telecommunications to deliver quality medicine.
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Michael Clisham
Michael Clisham is a Vice President within the Wealth Manager Services division of State Street Corporation. Michael is responsible for sales and client management for the high net worth advisory market including multi-family offices, single family offices, trust companies and registered investment advisors.
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Glenn E. Cohen
Glenn E. Cohen is an advisor to and an original investor in the 300 North Capital Global Macro Fund. During his career, Mr. Cohen has founded, built, and sold two successful Internet companies. Mr. Glenn Cohen is currently the Founder and CEO of Cohen Investment Strategies Inc. and Cohen Wealth Management Inc., a registered investment advisor located in Palm Beach Gardens, Florida.
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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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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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Kenneth J. Masters, CLU, ChFC, AEP
Ken joined the Pinnacle Financial Group in 2010 as a member of the life insurance consulting practice. His primary responsibilities are designing and modeling sophisticated life insurance strategies and coordinating successful implementation with the other members of the life insurance consulting group. In addition to building dynamic models of advanced planning techniques and other stochastic modeling, Ken stays abreast of the regulatory environment and financial condition of the insurance industry.
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John McDonough
John McDonough, Vice Chair, Litigation Department, Cozen O’Connor
John focuses his practice, both nationally and internationally, on general litigation and complex insurance defense matters. John is a frequent author and lecturer for many organizations, including the Defense Research Institute (DRI), the Torts and Insurance Practice Section of the New York State Bar Association, the Defense Association of New York (DANY), and the American Conference Institute.
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Michael A. Mingolelli, Jr., Esq
Michael serves as Pinnacle Financial Group’s Chief Executive Officer and leads the firm’s private client practice. Michael consults with ultra-affluent clients on the design, implementation and monitoring of wealth transfer life insurance portfolios. His clients include executives of public and private companies, hedge and private equity fund partners, business owners and family offices, as well as advisors focused on wealth management, law, tax and accounting.
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Edward Renn
Is a leading private client attorney. He is an internationally recognized provider of tax intelligent bright line transactions incorporating life insurance for the very wealthy.
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Carolyn Renzin
Is an attorney and Managing Director of Guidepost Solutions’ investigations and monitoring practice. In this role, Ms. Renzin manages major confidential investigations on behalf of corporate as well as individual clients. Additionally, in her compliance monitorship practice, Ms. Renzin works to help companies achieve “best practices” in corporate compliance as mandated by government agreements with monitored companies.
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Frank W. Seneco
Frank W. Seneco is President of Seneco & Associates, an advanced planning boutique located in New Haven, Connecticut. He specializes in working with financial and wealth advisors to provide cutting-edge bright line transactions for financial elite clients such as major celebrities, hedge fund managers and successful business owners. He's co-author of Protecting the Family Fortune.
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David Spencer
Vice President, Premier Client Services
ACE Private Risk Services
David is responsible for the growth and profitability of the premier client segment of ACE Private Risk Services’ business, which consists of large and complex accounts for individuals and families with exceptional wealth. He has more than 28 years of experience in the high net worth personal insurance market, with a special focus on underwriting, sales management, and international expansion.
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