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.

 

Resource Council Directory

Donna Pulini
Single Family Office Specialist
Aberdeen Asset Management Inc.
Ehud (“Udi”) Sadan
Associate Managing Partner
Anchin, Block & Anchin LLP
Paul Franchi
Head of Advisory Services
Artio Global Investors
Carolyn Collins Donnelly
Director of Marketing and
Strategic Priorities
Atlantic Trust Private Wealth Management
Brian Feurtado
Managing Director
Blackrock
Robert McLane
Senior Director
BNY Mellon Wealth Management

Richard S. Zinman
Anthony A. Dertouzos
John D. Moreno

Credit Suisse Securities (USA)

Andrew Fay
Senior Vice President
Fidelity Family Office Services

Amelia Renkert-Thomas
President
Fisher Renkert LLC

Paul Funk
Executive Managing Director
Frank Crystal & Co.
Susan W. Sofronas
Director
Geller Family Office Services LLC

James F. Harmon
Senior Vice President
Lazard Asset Management LLC

Thomas Scanlan
Global Head of Marketing
Lionhart (USA) L.L.C
Alexis Versandi
Marshall Wace North America L.P.
Jonathan H. Evans
David Donovan, CFP

Family Wealth Advisory
Morgan Stanley Smith Barney
Peter W. Fleming III
Vice President
Nease Lagana Eden & Culley
Shannon M. Kennedy
Director of Wealth Services
The Wealth Management Group Northern Trust
John Fischer
Executive Vice President &
Chief Marketing Officer
Philadelphia Financial
Loraine B. Tsavaris
Managing Director
Rockefeller Financial
Mark A. Rogozinski
President
ROCKIT |
Information Management
A Rockefeller Financial Company
Nicolas Guerin
Managing Director Cross Asset Solutions Sales
Societe Generale Americas
Securities, LLC

Allison L. Taff
Director of Family Office Partners
Silver Bridge Advisors

John Bailey
Founder & CEO
Spruce Private Investors
William S. Wyman
CEO
Summitas
George J. Fox
President & Founder
Titan Advisors, LLC
Edward A. Renn
Partner
Withers Bergman LLP
 
 

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