The co-president of the Family Office Association (FOA), Jennifer Katrulya is a partner at Citrin Cooperman, a national advisory and CPA firm, where she is responsible for developing strategic and channel relationships for the firm.
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Tom Marchant, co-founder and owner of Black Tomato, truly understands ultra-high-net-worth clients and how to bring them something they can’t get elsewhere, regardless of the price tag.
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After author, speaker, philanthropist and investor Jennifer Risher's own family had a wealth creation event, she wrote a book on the impact of wealth on identity and relationships.
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Shannon Saccocia, CIO of Neuberger Berman Private Wealth, has spent her career in wealth management, serving high-net-worth and ultra-high-net-worth clients. In her role, Saccocia works with clients to understand and define the asset allocation that best fits their investment approach.
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Fran Seegull is president of the U.S.
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