Alexander Todorovic

Accordia Group, LLC, Managing Partner

R. Scott Beach

Day Pitney, Attorney at Law

Travis Leach

Dentons, Partner

Gene Reilly

Greenwich Quantitative Research, Founder, CIO

Jason Isaacson

IP Capital Partners, CFA, President

Mike Packman

Keystone National Properties, Principal

Joseph Scalio

KPMG LLP, Senior Lead Tax Partner

Patrick Daly

Citrin Cooperman, Partner and Co-Practice Leader – High Net Worth Individuals

Thomas Cox

Lockton Companies, Benefits and Risk Management

Quinn Damon

Lockton Companies, Senior Vice President

Kama Warwick

Lockton Companies, Senior Vice President

Charles Lowenhaupt

Lowenhaupt Global Advisors, Director

Emily Donaldson De Voto, PhD

Mindset Coaching

Joelle Jarvis

Mindset Coaching

Daniel Morris

Morris + D’Angelo CPAs, Senior Partner

Rick Lopes

Sage Intacct, Account Executive

Kevin Ellman

Wealth Preservation Solutions, CFP, CEO

Paul D. Miller

Wealth Preservation Solutions, President

Lonnie P. Gienger

Wilkinson Family of Companies, Chief Executive Officer

David McKinney

Wilkinson Family of Companies, Managing Director and Executive Vice President

Matthew Segreto

Citrin Cooperman, Partner, Practice Leader – Entertainment, Music and Sports and Co-Practice Leader – Business Management & Family Office

If you have any questions, concerns, or inquiries, please reach out to us!

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The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service