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Private Wealth East Forum – Fall
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Private Wealth East Forum – Fall

The Private Wealth East Forum – Fall is designed to bring together 125+ allocators and wealth managers from across the state for a day of networking and panel discussions. Taking place on November 13th in New York, this is an excellent occasion to network and exchange ideas about the latest trends in the industry with prominent leaders from throughout the region.
Discussion topics include:
  • Asset allocation/protection
  • Succession planning
  • Private client management
  • Tax, trust and estate planning
  • Alternative investments
  • Impact investing
Contact us if you are interested in sponsoring or learning about ways to get involved.
David Bailin , Chief Investment Officer, Citi Private Bank
Timothy Walsh , Founding Partner, CEO, CCMP
John Ehrenkranz , Chief Investment Officer, Ehrenkranz Partners
John Apruzzese , Chief Investment Officer, Partner, Evercore Wealth Management
Steven Wieting , Global Chief Investment Strategist & Chief Economist, Citi Private Bank
Seán O’Dowd , Managing Director and Family Business Advisor, Silvercrest Asset Management Group
Nadine Gordon Lee , Managing Director, Metro NY Offices & President, Colony Family Office Group, The Colony Group
Stephen Colavito Jr. , Chief Market Strategist, Lakeview Capital Partners
Ram Lee , President, Seven Bridges Advisors
David Paley , Managing Director, Deputy Chief Investment Officer, KLS Professional Advisors Group
Wayne Yi , Director, Head of Manager Research, Massey Quick Simon
Michael Steiner , Partner, Wealth Advisor, RegentAtlantic
Jonathan Hochberg , President, Hillview Capital Advisors
David Peltz , Partner, Joel Issacson & Co.
Andrew Altfest , President, Altfest Personal Wealth Management
Jennifer Leonard , Executive Director, Asset Manager Due Dilligence, Cornerstone Capital Group
Ronen Schwartzman , Chief Investment Officer, Cooper Family Office
Clark Cheng , Chief Investment Officer, Merrimac
David Carter , Chief Investment Officer, Lenox Wealth Advisors
Dave Pappalardo , Head of Private Wealth, Segal Marco Advisors

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