Private Wealth


Directed by
Russ Prince

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.


If you're interested in speaking or sponsorship
opportunities please contact:

David Smith
Founding Publisher
(732) 450-8866
ext. 26
[email protected]


For inquiries on registration or hotel information please contact:

Linda Dunn,
(732) 450-8866
ext. 36
[email protected]

2012 Speakers

Russ Alan Prince 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.

 Rick Flynn 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.

 Hannh Shaw Grove 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.

 Jennifer Connelly 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.

 Tim Davey 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.

 Spencer M. Houldin 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.

 Evan Jehle 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.

Alan Kufeld 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.

 Edwin Lichtig 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.

  Rod MacDonald
ADT Custom Home Services, NA
For the past 12 years, Rod MacDonald has specialized in offering electronic security services to high net worth clients throughout New England, and Metro New York. In his current role at ADT, he serves as the NY Metro’s Custom Home Services Manager. ADT is, America’s largest provider of electronic home security solutions.  Rod has continued to expand upon his expertise to include all high value living spaces from primary estate, to country retreat, to Manhattan pied-a-terre.

 John McDonough 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.

Edward Renn  Edward A. 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.

 Paul Rich Paul H. Rich
is a principal based in Rothstein Kass’ New York office, where he is co-leader of the Firm’s Business Consulting Group, which provides a wide range of strategic business and counseling services. He is a seasoned consultant who brings clarity of mind and hands-on experience to his work with family-owned and closely-held businesses.

 Bruce Rogers Bruce H. Rogers
is the Chief Insights Officer for Forbes Media and manages the company’s Insights research division and it’s CMO Practice.  He is the co-author of In the Line of Money: Branding Yourself Strategically to the Financial Elite and the soon to be published Profitable Brilliance: How Professional Services Firms Become Thought Leaders.


Rick J. Romano
Mr. Romano is responsible for management of the group's U.S. public securities investments. Mr. Romano joined Prudential Real Estate Investors from Rockefeller & Co., an investment management firm for the Rockefeller family and other high net worth clients.


 David Ross David Ross
Managing Director, Portfolio Manager for the Fraenkel Group.
David works with advisors and clients throughout the country and around the world. His engagements range from multi-generational wealth management and legacy planning to advising business managers, professionals and entrepreneurs.

David Samuel David Samuel
Senior Managing Director
Guidepost Solutions LLC
David Samuel has over 40 years of investigative, security consulting, law enforcement, executive protection and crisis management having spent most of his career in corporate security management and various positions in the insurance industry. Mr. Samuel also served as a special agent with the Drug Enforcement Administration.

 Philip Scala Philip P. Scala
is the CEO of Pathfinder Consultants International, Inc. a security and investigation firm that brings over 150 years of investigative experience at the highest levels to any situation. He is a former Supervisory Special Agent of the FBI’s New York office. 

 David Spencer 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.

 Brett Van Bortel Brett Van Bortel
Brett Van Bortel is Director of Consulting Services with Invesco-VK Consulting. His primary focus is on HNW Client Acquisition & Retention Strategies. He presents programs on this topic to thousands of advisors each year, and coaches thirty teams per year around non-competing  professional COI referral cultivation.  He is the author of four books and is a regular contributor to Private Wealth Magazine.