2014 Speakers
Thomas Blaney
Partner, O’Connor Davies
Thomas F. Blaney is a Partner of the Firm and Director of the Private Foundation Practice. He has spent more than 25 years specializing in the accounting and tax aspects of exempt organizations. A member of the firm's Executive Committee, Tom is a frequent speaker at Private Foundation conferences and has written numerous articles on not-for-profit topics. He is a Certified Fraud Examiner, licensed CPA in the states of Florida, New York and Pennsylvania, and was also appointed to the Panel on the Nonprofit Sector's "990 PF Reform Advisory Committee."
David Byrne
Starkweather & Shepley Insurance Brokerage, Inc.
David J. Byrne, IV has over 13 years of experience in the insurance industry since receiving his bachelor of science in business administration from the University of Southern Maine. Byrne is a memeber of the Private Client Group where he provides unique customized insurance solutions for the high net worth clientele. Prior to joining Starkweather & Shepley Insurance Brokerage, Inc. in 2013, Byrne was an Exclusive Allstate Agent where he earned the prestigious Allstate Premier Agency designation for 5 consecutive years.
Dr. Dan Carlin
Founder and CEO, WorldClinic
Dr. Daniel Carlin is the founder and CEO of WorldClinic, a medical practice serving as a personal medical "OnStar" for global families and senior executives. The author of numerous articles on healthcare, innovation and telemedicine, Carlin's work has been profiled in many media outlets including the Wall Street Journal, New York Times and the Discovery Channel.
Richard J. Flynn
Managing Partner, Flynn Family Office
Rick is managing partner of FFO and an international authority on the family office space who has helped to transform the sector by designing and implementing outsourced solutions that bridge financial and lifestyle objectives. An experienced wealth and business manager, Rick works with families, entrepreneurs, executives, athletes, artists and entertainers – as well as their professional advisory teams – to create customized strategies that build and protect fortunes and legacies while unlocking the power of the personal brands.
Charles J. “Charlie” Garcia
Chief Executive Officer, Garcia Construction Group, Inc.
He consults with the very wealthy on tax advantaged and non-tax advantaged construction projects.
David Jacavone
Account Executive, Starkweather & Shepley Insurance Brokerage, Inc.
David R. Jacavone is an account executive for the Investment Industry Practice Group of Starkweather & Shepley Insurance Brokerage, Inc. Before joining Starkweather & Shepley in October of 2013, Jacavone spent two years as a financial analyst for a pharmaceutical company in New York City. With over 75+ years of industry experience within the practice group, Jacavone utilizes their team knowledge on a daily basis to build his own foundation of insurance intellectual wealth.
Evan Jehle
Partner, Flynn Family Office
Evan Jehle, a Partner at Flynn Family Office (FFO) is a technical expert and industry luminary providing accounding, tax and business consulting services to ultra-wealthy clients including celebrities, athletes, asset managers and executives. With extensive experience in financial reporting, analysis, investment portfolio aggregation, tax planning and compliance, Jehle oversees accounding procedures and internal control best practices for FFO.
Steve Johns
President, LL Johns & Associates
Steve Johns joined LL Johns & Associates in 1986. He graduated from the University of Michigan in 1989 and obtained his P&C Insurance and Private Pilot licenses. He has a Surplus Lines license and Certified Insurance Counselor designation, is working toward his Certified Risk Manager designation, and is an active member of the National Business Aviation, National Aircraft Finance, and Aviation Insurance Associations, and serves as the Chairman of the Board of Angel Flight-Michigan.
Edward Kammerer
Partner, Hinckley, Allen & Snyder LLP
Edward Kammerer advises the business and private aviation communities on a wide range of transactions and issues. With over 30 years of experience in aircraft and equipment acquisitions and finance, Kammerer's strategic solutions enable his clients to achieve their aircraft ownership and operating objectives.
Alan S. Kufeld
Partner, Flynn Family Office
Alan S. Kufeld, CPA, MST, is a partner at Flynn Family Office (FFO) and a respected authority on family office sector trends and advanced planning strategies. Kufeld specializes in wealth preservation and income and estate tax planning strategies for ultra-high-net worth individuals and families, including hedge fund managers, entrepreneurs, athletes and entertainers.
Gemma Leddy
Partner, Director of Wealth Services, O'Connor Davies, LLP
Gemma Leddy is a Partner and Director of Wealth Services for O'Connor Davies, LLP and has 25 years of experience in public accounting and the private sector. Leddy and the O'Connor Davies LLP’s Wealth Services Group provide comprehensive financial management and CFO services to high-net worth individuals, family offices, executives, entrepreneurs and their businesses.
Lori D. Perro
Managing Director, Waypoint Residential, LLC
Lori Perro is managing director of business development for Waypoint Residential where she focuses on relationships with Private Wealth Management firms for multi-family offerings. Prior to joining Waypoint Residential, she was Guggenheim Real Estate's director of business development, and she held similar roles with Liquid Realty, Argus Realty Investors, Metropolitan Real Estate Equity Management.
Russ Alan Prince
Russ Alan Prince, president of R.A. Prince & Associates, Inc., is internationally recognized as one of the foremost authorities on the private wealth industry. He consults with the financial elite and the professionals who work with them. A prolific writer, he's penned more than forty books including, Profitable Brilliance and The Family Office. He is a founder and the executive director of Private Wealth magazine and writes the Serious Money of Forbes column.
Edward Renn
Attorney
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.
Thomas Riggs
Partner, O’Connor Davies
Thomas Riggs is a Partner of the Firm where he serves as Managing Director of the Financial Services Tax Group, overseeing both the financial services and alternative investment tax practices. His 30 years of expertise in the financial services and derivatives industries includes designing tax-advantaged hedge fund and private equity structures, the taxation of financial derivatives and the formation, operation and liquidation of partnerships and LLCs in general. He also works extensively with international tax issues affecting his geographically diverse client base.
H. Lee Rohde, III
President & CEO, Essex Aviation Group, Inc.
Mr. Lee Rohde, founder, President and CEO of Essex Aviation Group, Inc., brings over 25 years of experience in financial and operational analysis, manufacturing, distribution and corporate business development. He advises aviation related clients on a wide range of aircraft acquisition, strategic planning, financial, operational and management matters.
Jennifer Salpietro
Assistant Vice President, Starkweather & Shepley
Jennifer Salpietro has been the claims manager at Starkweather & Shepley for 4 years and has been part of the Starkweather and Shepley Claims team for 14 years. Salpietro is a graduate of Providence College, and besides holding a property and casualty producers license, she is also a licensed insurance advisor. She also sits on the claims advisory boards for AIG and Travelers and is actively involved in The Claims and Loss Controll Committee for Assurex Global.
Daniel Satchkov
President, RiXtrema
Prior to founding RiXtrema, Daniel worked as an Associate Director of Risk Research at FactSet, where he was responsible for researching and developing software products in the areas of risk measurement and risk reporting . Daniel holds BS and MBA degrees from the University of the Pacific.
Frank W. Seneco
President, Seneco & Associates
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.
Hannah Shaw Grove
Author, Inside the Family Office
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 closest advisors.
Michelle Smith
Founder and CEO, Source Financial Advisors
Michelle Smith is a founder and the CEO of Source Financial Advisors, a NYC wealth management firm that caters to ultra high net worth and complex divorce financial issues.
David Soforenko
Senior Vice President & Sales Manager, Starkweather & Shepley Insurance Brokerage, Inc.
David Soforenko specializes in assisting construction, real estate, and technology clients manage enterprise risk. Soforenko's "outside the box" approach allows clients to enjoy an innovative approach to risk management and client relations. His enthusiastic style, strategic insight, and strong technical knowledge brings focus and a positive impact to his client's bottom line.
Michael Winchell
CIO, Larkin Point Investment Advisors LLC
Michael Winchell served Mariner Investment Group as portfolio manager from 2008 to 2012. From 1999 through 2007, Winchell served as COO of Bear Wagner Specialists. From 1989 through 1999, he was Chief Risk Officer of Bear Stearns & Co. and a member of the Bear Stearns’ Board of Directors.
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