Following on from the enormous success of the Family Wealth Report Summit in October 2014, ClearView Financial Media will be hosting the Family Wealth Report Summit on March 12th 2015, in New York City.

Following on from the enormous success of the Family Wealth Report Summit in October 2014, ClearView Financial Media will be hosting the Family Wealth Report Summit on March 12th 2015, in New York City.

The Family Wealth Report summits are large-scale thought-leadership, education and networking events exclusively for members of the Family Wealth Report Network.

Hosted as morning events, the Family Wealth Report summits are an unrivalled thought-leadership platform. Family Wealth Report events encourage intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of a wealth managers’ precious time. We would normally expect around 150 high-level professionals to attend this event.

Targeting an exclusively professional and select audience, Family Wealth Report events are consistently over-subscribed. Together with the sponsors, we choose cutting-edge topics that align with their strategic direction, and in this manner we are able to ensure the attendance of the decision-makers who matter most.

The New York summits provide attendees with the opportunity to attend up to three specialist panels where strategy, operations, investment management and compliance, amongst other issues are discussed in depth.


08:00 - 09:00

Registration and breakfast

09:00 - 09:20

Keynote Speech: Cybercrime: The New Reality For Your Enterprise

09:25 - 10:25

Panel session: How To Align Portfolios With Clients' Investment And Personal Goals

10:25 - 10:55

Networking and refreshments

10:55 - 11:55

Panel session: Towards Real Technology Solutions: Selection, Integration And Collaboration Options For Wealth Managers

12:00 - 13:00

Panel session: Polishing Up Your Value Proposition: The Importance Of Prospecting And Marketing In Securing New Clients And Referrals

13:00 - 14:00

Lunch and networking


Date and Time

Date: Thursday 12th March - 2015
Time: 8:00 am – 2:00 pm


583 Park Avenue

Address: 583 Park Avenue At 63rd Street and Park Avenue New York, NY 10065

Telephone: 212 583 7200

About our Sponsors


Keynote Speaker

Mark Mykityshyn

Mark Mykityshyn

Executive Chairman

Tangible Security

Dr Mykityshyn currently serves as the executive chairman of Tangible Security, a cybersecurity firm in Columbia, MD, that serves both the federal government and commercial markets. A graduate of the […]


Andrew Fielding

Head of Sales and Marketing


Andrew Fielding has worked closely with Dominion since its foundation in 2001 and is responsible for the firm’s US distribution business. Andrew has over 30 years’ experience in the financial […]

Daniel Rheault

Director of Product Marketing

Netage Solutions

Daniel Rheault joined Netage in 2011 after his tenure at Core Security Technologies, during which he held various roles in sales, marketing and project management. In his role as the […]

David Winslow


McGladrey Wealth Management

David is a director of the wealth management practice for McGladrey, where his focus is serving high net worth clients of the firm. Prior to joining McGladrey, David served as […]

Glenn Bolstad

General Manager, North America


Glenn Bolstad develops and executes Appway’s expansion strategy throughout North America. With over 18 years of experience in the financial services industry, Bolstad has held various senior sales positions on […]

Jackie VanerBrug

Senior Vice President at US Trust

Bank of America Private Wealth Management

Jackie VanderBrug is responsible for formulating and developing US Trust’s values-based investing strategy. Jackie brings a broad array of experience including entrepreneur, analyst and strategy consultant. She led business development […]

John O'Hara

Senior Advisor and Managing Director

Rockefeller & Co

John O’Hara is a senior advisor and a managing director of Rockefeller & Co. John focuses on strategic initiatives and institutional marketing activities for Rockefeller & Co’s asset management division. […]

Joseph Larizza

Chief Administrative Officer

Fieldpoint Private

Joseph Larizza’s 20-plus years of experience as a senior technology and operations manager has concentrated predominately in the financial services industry. He served in many management roles across Credit Suisse’s […]

Joseph Rotella

Managing Director of Client Service, Eastern Region

GenSpring Family Offices

Joe Rotella is managing director of client service of GenSpring’s East region. He has over 30 years’ experience in the wealth management field and oversees all operations and delivery of […]

Matt Sonnen

Vice President

Focus Financial Partners

Matt is responsible for strategic operations at Focus where he helps wirehouse breakaway teams and recently-formed RIAs to develop strategic initiatives that enable them to benefit from Focus’ scale and […]

Michael Lent

Chief Investment Officer

Veris Wealth Partners

Michael Lent is a founding principal and the chief investment officer of Veris Wealth Partners. For 21 years, he has been delivering financial planning and impact investment consulting services to […]

Nick Voutsakis


WealthTech Alliance

Nick Voutsakis is a founder of WealthTech Alliance, a consulting firm dedicated to the wealth management industry. With over 30 years of experience in wealth management organizations, he is currently […]

Rick Flynn

Managing Partner

Flynn Family Office

Rick Flynn is an international authority on the family office space who has helped to transform the sector by designing and implementing outsourced solutions that bridge financial and lifestyle objectives. […]

Scott Becchi

Scot Becchi

Partner and Principal

Advisory Services, EY

Scott Becchi is a partner and principal in the advisory services practice of EY. Scott is a New York-based executive with more than 25 years of leadership, people management, strategy, […]

Stephen Lee

Regional Vice President, Private Wealth Division

Columbia Management

Stephen Lee is a regional vice president in the private wealth division for Columbia Management Distributors. Stephen joined the firm in 2006 and has been a member of the investment […]

Zachary Karabell

Head of Global Strategy


As head of global strategy, Zachary shapes and communicates Envestnet’s investment perspective and research capabilities to clients and the media, and advises the investment committee of Envestnet | PMC in […]



Registration Form here