2015 Wealth Advisor Briefing - New York - December 3

Overview

Thursday, Dec 03, 2015 - 08:30am to 10:00am EST

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.

Attendance is included with membership, but advance registration is required

Recommended for:

Wealth Advisor Members

Location

CIBC Offices - Triboro Room

425 Lexington Avenue

New York New York 10017

United States

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

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Agenda
FOX Facilitators

8:30 a.m.

Breakfast and Networking

9:00 a.m.

10:00 a.m.

Open discussion around Trends identified by FOX

Adjourn

Sandra Ditore, Senior Business Development Manager

Sandra Ditore, Senior Business Development Manager for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops.

Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.

Charles B. Grace, III, Managing Director

Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.