Wealth Advisor Briefing - New York - December 1, 2016

Overview

Thursday, Dec 01, 2016 - 08:30am to 10:00am CST

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:

FOX Members

Location

Marsh Offices - Conference Rooms A&B

1166 Avenue of the Americas

35th Floor

New York New York 10036

United States

Registration

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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.

Patience Marmer, Senior Relationship Manager

Patience Marmer has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for 17 years. For 10 years, she was embedded in a large single family office, where she built bespoke risk management programs for a multi-generational family. Patience created management frameworks for multiple museum quality fine art and valuable collections, and was the family office facilitator for multiple special projects ranging from large scale residential constructions to risk technology upgrades.

Patience was a partner at The Haven Art Group, where she was the director of Private Client Practice of Forbes 40, and was a fine art claim adjuster to leading collectors, galleries and museums. Her specialties include risk management, fine art and valuable collection management, multi-estates and luxury service operations for ultra-high net worth individuals.

Patience studied at the University of Illinois and The Art Institute of Chicago.