2015 Wealth Advisor Briefing - Chicago - June 30

Overview

Tuesday, Jun 30, 2015 - 08:30am to 10:00am CDT

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

Plante Moran

10 South Riverside Plaza

1st Floor Conference Room

Chicago Illinois 60606

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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FOX Facilitators

Ruth Easterling, Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange. In her role, Ms. Easterling leads all of the firm’s member services activities, and manages the teamS who deliver conferences, educational forums, webinars, website resources and member communications annually. She has overseen marketing and drove the redesign and brand initiative that differentiates FOX today.

In her current Role, Ms. Easterling has expanded the educational programs and services available to FOX members. FOX now offers four industry forums, comprehensive webinars featuring timely topics of the industry and a robust library of webianr replays. Programming addresses the many facets of wealth management, from family dynamics to the most sophisticated strategies in investment planning.

Under Ms. Easterling’s direction, FOX has integrated member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services. She played a lead role in the design and delivery of the first comprehensive program for Wealth Owners, know as the FOX Learning Academy.

Prior to joining FOX, Ms. Easterling worked with the professional services firm Smith, Bucklin & Associates, which provides association management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members. In this capacity, Ms. Easterling re-engineered membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition to client service, Ms. Easterling often consulted with international and national organizations on strategic planning and governance design.

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.

David F. Toth, Director of Advisor Research

David Toth is the Director of Advisor Research at FOX. In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.

David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.