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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