Dave Ferry is a Senior Vice President and Investment Counselor for Capital Group Private Client Services.
Jon began his career in the financial services industry in 1983, working in the investment research and management division of Sanford C. Bernstein & Co. He went on to run the sales and trading functions within this division before eventually moving over to the private client business where he headed the New York office from 2003 until 2008 when he became a Senior Financial Advisor. In 2012, he joined Barclays Wealth & Investment Management, eventually transitioning his practice to Merrill Lynch in 2015.
Henry S. D'Auria
Henry S. D’Auria is the Chief Investment Officer of Emerging Markets Value Equities at AB.
William D. Albers
Bill Albers is the Owner/ Chairman of the Board at American Excelsior Co.
David Levine is a Vice President in both the Firm’s M&A Advisory and Capital Markets practices.
Jonathan has 25 years of experience applying quantitative methods and insights to create financial solutions.
Lisa Shalett is head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management and a member of both the Global Investment Committee and the Investment Products & Services Executive Committee.
Gregory Ritchie Sawers, also known as Greg, is a Co-Founder of Evercore Asset Management, LLC and Chief Executive Officer and Portfolio Manager.
In 2004, Harold Rosen founded and led IFC’s Grassroots Business Initiative, which spun off into the Grassroots Business Fund in 2008.
Frederic L. Bloch is the Anti-Defamation League's SVP of Growth.
Phillip Eagan is the Chief Operating Officer at Viking responsible for recruiting, counterparty relations and investor relations.
Steve Dolcemaschio has spent the last 32 years of his career primarily as a "C-Suite" senior executive in entertainment and advertising.
Robert B. Davidson, III, also known as Guy, is the Senior Vice President, Director of Municipal Bond Management and Portfolio Manager at AllianceBernstein.
Kevin R. Brine is an author, investor and artist. His most recent work, Finance in America: An Unfinished Story, co-authored with Mary Poovey, University Professor of Humanities at New York University, will be published by University Chicago Press in 2017.
Frank Trainer currently oversees several distribution companies and is a member in Balancitta, LLC, an investment partnership. He is retired from Sanford C. Bernstein & Co., Inc. where he was director of fixed income from 1980 to 2001.