Family Office Association (FOA) is the trusted and respected source that single family offices and families of wealth can turn to for peer networking, expert resources, and fresh perspectives on how to maintain multi-generational wealth. To achieve our mission, we have regular meetings to build community and inspire each other, while inviting notable speakers and experts who we feel will broaden our outlook and bring in the freshest and most relevant ideas in the field. These gatherings are underwritten by the FOA Resource Council, a collection of the best in the industry that we feel understand the importance of education and relationship building. We welcome their wisdom and experience and like to encourage their beneficial interaction with our members. All Resource Council participants agree to abide by our FOA Protocol.
The Family Office Association is a relationship-focused organization that prizes the trust developed by its members and guests in the privacy of a solicitation-free setting. Solicitation is strictly prohibited amongst members, as well as between advisors and members. All discussions shall be kept confidential to encourage dialogue and the sharing of experience. The management of FOA reserves the right to dismiss members and advisors if there is any violation of this policy.
Evan Snapper
Partner Anchin, Block & Anchin LLP |
Robert M. McLane, Jr.
Senior Director
BNY Mellon Wealth Management |
Oren Cohen
Managing Member
Brownstone Asset
Management, LP |
Richard Fertig
President
Brilliant Transportation Ltd. |
Nir Yarden
Attorney
Bryan Cave LLP |
Linda Davis Taylor
Managing Director
CCM Family Advisors
City National Bank |
Gina Teresi
Vice President
Private Client Group
Chartis Insurance |
Megan Morgan
Business Development
Chicago Climate Exchange, Inc. |
Richard S. Zinman
Anthony A. Dertouzos
John D. Moreno
Credit Suisse Securities (USA) |
Bill Logan
Vice President
Relationship Management
Fidelity Family Office Services |
Amelia Renkert-Thomas
President
Fisher Renkert LLC |
Kenneth R. Russell Jr.
President, New England
GenSpring Family Offices |
Dennis E. Loudon
Managing Director, Head of
Fixed Income Sales & Trading
Hapoalim Securities USA, Inc. |
Sebastian Echavarria
Managing Director
Highbridge Capital Management, LLC |
James P. Kane, CIC
President, Personal Insurance
Hub International Limited |
Bronwyn M. Owen
Director
Indus Capital Partners |
James F. Harmon
Senior Vice President
Lazard Asset Management LLC |
Kathy Reilly
Founder and CEO
Lifestylist Advisory |
Bill Loftus
Principal
LLBH Wealth Management |
Geoffrey Sherry
Founding Partner
Lucidus Capital Partners |
Marc J. Lane
Founder & Chairman
Marc J. Lane Wealth Group |
Joseph M. Grunfeld, CFM
Senior Vice President
Investments
Merrill Lynch |
Andrea Szigethy
Principal
Morgan Creek Capital
Management, LLC |
Jonathan H. Evans
David Donovan, CFP
Family Wealth Advisory
Morgan Stanley Smith Barney |
Ned S. Offit
Co-Chief Executive Officer
Offit Capital Advisors LLC |
Xavier A. Gutierrez
Senior Vice President
Capital Markets
Phoenix Realty Group LLC |
Michelle Kelner
Managing Director
Business Development
Prince Street Capital Management |
Vincent Favaro
Vice President
QED Financial Systems |
Thomas Cera
Vice President
RBC Capital Markets
Alternative Assets Group |
Joseph Giordano
Head of Sales,Equity Derivatives
and Private Investor Products
RBS |
Mark A. Rogozinski
President
ROCKIT |
Information Management
A Rockefeller Financial Company |
Timothy J. Bello
Head of Global Platforms
SkyBridge Capital |
Claire Deltour
Global Markets Division
Societe Generale Americas Securities, LLC |
Julie Hermann
Vice President, Business Development
Specialized
Trust Services
State Street |
F. W. vom Scheidt
Managing Director
Tricon Trade Management
Limited |
Michael J. O'Flynn
Managing Director
UFG Asset Management |
Jesse Turley
Senior Vice President
Private Client Advisor
U.S. Trust, Bank of America
Private Wealth Management |
Dominick J. Peraglia
President
Venture Technologies
Computing Services |
Norman Jones
CEO
WealthTouch |