PAST DISTINGUISHED SPEAKERS
Harold F. “Rick” Pitcairn II
CIO
PITCAIRN
Thomas Rogerson
Senior Managing Director and Family Wealth Strategist
WILMINGTON TRUST
Hunter Wilson
Managing Director
WILMINGTON TRUST
Ravi Ugale
Director of Private Equity
GENSPRING FAMILY OFFICES
Mark Castelin
Director and Senior Investment Advisor
CTC | myCFO
Michael Zeuner
Managing Partner
WE FAMILY OFFICES
Knut A. Rostad, MBA, AIF®
President
INSTITUTE FOR THE FIDUCIARY STANDARD
Carol Pepper
CEO and Founder
PEPPER INTERNATIONAL, LLC
Christopher Pavese
President and CIO
BROYHILL FAMILY OFFICE
Harris S. Fried
CEO
THE FRIED FAMILY OFFICE LLC
Ira J. Perlmuter
Head of Family Office Direct Investing
T5 EQUITY PARTNERS, LLC
Rob Lutts
President and CIO
CABOT WEALTH MANAGEMENT, INC.
Matthew McCarthy
VP
NOTTINGHAM SPIRK
Michael P. Gayner
SVP
THE GAYNER GROUP
Tamara L. Surratt
Managing Director
PATHSTONE FAMILY OFFICE
Arthur Cooper
COO
COOPER FAMILY OFFICE
David Cohen
President
KARLIN ASSET MANAGEMENT (SFO)
Edward Cronin
CEO, CIO
MANCHESTER CAPITAL MANAGEMENT, LLC
Brad Miller
President
PENINSULA FAMILY OFFICE
Robert Colvin
President
ROBERT D. COLVIN AND ASSOCIATES
Bradley Rotter
President
ROTTER FAMILY OFFICE (SFO)
William E. Richards
Founder and Managing Director
BNR PARTNERS, LLC
David Beckwith
Managing Director and CIO
RINET COMPANY, LLC
Lauren Karp
Managing Director
CHALKSTREAM CAPITAL GROUP
Justin Pawl
Partner and Managing Director, CIO
COVENANT MULTI-FAMILY OFFICES, LLC
David Bokman
Chief Advisory Officer
GENSPRING FAMILY OFFICES
Jeff Tumolo
Managing Director, Chief Investment Strategist
TAG ASSOCIATES LLC
