MEET OUR CURRENT COUNCIL

Alexander Todorovic

Accordia Group, LLC, Managing Partner

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R. Scott Beach

Day Pitney, Attorney at Law

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Travis Leach

Dentons, Partner

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Gene Reilly

Greenwich Quantitative Research, Founder, CIO

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Jason Isaacson

IP Capital Partners, CFA, President

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Mike Packman

Keystone National Properties, Principal

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Joseph Scalio

KPMG LLP, Senior Lead Tax Partner

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Patrick Daly

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

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Thomas Cox

Lockton Companies, Benefits and Risk Management

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Quinn Damon

Lockton Companies, Senior Vice President
Producer

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Kama Warwick
Moseley

Lockton Companies, Senior Vice President

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Charles Lowenhaupt

Lowenhaupt Global Advisors, Director

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Emily Donaldson De Voto, PhD

Mindset Coaching

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Joelle Jarvis

Mindset Coaching

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Daniel Morris

Morris + D’Angelo CPAs, Senior Partner

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Rick Lopes

Sage Intacct, Account Executive

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Kevin Ellman

Wealth Preservation Solutions, CFP, CEO

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Paul D. Miller

Wealth Preservation Solutions, President

Lonnie P. Gienger

Wilkinson Family of Companies, Chief Executive Officer

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David McKinney

Wilkinson Family of Companies, Managing Director and Executive Vice President

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Matthew Segreto

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

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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