Charles D. Smith

Urban Icon Global Development LLC, Founder & CEO

Edward Abel, RN

Caresultants, Chief Executive Officer

Jacco de Bruijn

Nines, Co-Founder & CEO

Brenda Chumley

Greater Horizons, Chief Business and Service Officer

Chad Cormier

RSW Capital

Thomas Cox

Lockton Companies, Benefits and Risk Management

Patrick Daly

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

Quinn Damon

Lockton Companies, Senior Vice President Producer

Hanuman Dass

Yada Yoga, President

Michael X. Dooley

Citrin Cooperman Advisors LLC, Partner and Chief Compliance Officer

Lonnie P. Gienger

Wilkinson Family of Companies, Chief Executive Officer

Spencer Herman


Joelle Jarvis

Mindset Coaching

Marshall Johnson

Northspring Partners

Josh Kanter


Brian King

LODAS Markets, CEO

Michael Long

Global Jet Partners

Michael Meade

J.P. Morgan Private Bank, Executive Director, Banker

Erin Nicholls

Wiggin and Dana, Partner

Mike Packman

Keystone National Properties, Principal

Gene Reilly

Greenwich Quantitative Research, Founder, CIO

Alexander Reyes

Citrin Cooperman, Partner, Financial Services Practice and Citrin Cooperman & Company LLP Board of Directors

Elisa Rizzo

JP Morgan Private Wealth

Randy Shain

Hilton Global Associates, Chief Operating Officer

Isaac Schwadel

Allsure, Insurance Broker

Dimitrios Tournas

Wiggin and Dana, Partner

Kama Warwick Moseley

Lockton Companies, Senior Vice President

Sarah Wylie

Yada Yoga, Head of Partnerships and Operations

Corey Ziegler

Greater Horizons, Chief Legal Officer

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