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, 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.
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.
CPA, CM&AA
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.
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.
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.
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.
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.
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 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.