Collaborative Private Wealth Conference with FFI-MAC, the Chartered Financial
Analyst Society of Philadelphia (CFA) & the Philadelphia Society of
Clinical Psychology PSCP).
Mark your calendar for an unprecedented collaboration. The Chartered Financial Analyst
Society of Philadelphia has built a track record of running a very successful
private wealth conference attracting some of the best and brightest speakers
and panelists across a range of topics related to the management of private
wealth. This year, FFI-MAC and the PSCP will join forces with CFA Philadelphia
to explore themes across the full spectrum of how we act and think in relation
to money, wealth and investing, whether from a lay, clinical or professional
*Breakfast and Lunch will be provided*
About the Presenters:
Maggie Baker, Ph.D.
Maggie Baker is an expert in understanding the dynamics of how people
relate to money and the impact their attitudes, emotions and beliefs have on
their money behavior, be they saving, spending and/or investing. These effects
are often out of our awareness, which can make them doubly dangerous. Maggie’s
recently published book, Crazy About Money: How Emotions Confuse Our Money
Choices and What To Do About It, articulates common money conflicts, money
avoidance and high-risk money behavior. Crazy About Money describes how adult
maladaptive money behavior results from childhood half-truths and
misinformation about money. A major clinical goal for Maggie is to help
clinicians break the money taboo in clinical practice. She also works with
money professionals to help them talk honestly and effectively to their clients
about how emotions can negatively impact their money decisions.
G. Scott Budge,
Scott Budge is an expert in the dynamics of wealthy families, having
worked directly with dozens of entrepreneurs, corporate executives and their
families. He has also worked extensively as a developer and educator of wealth
advisors, which is the focus of his book, The New Financial Advisor: Strategies
for Successful Family Wealth Management. (John Wiley & Sons).
David Herritt, Family Wealth Advisor, GenSpring
David Herritt joined GenSpring Family Offices in 2006 as a Family Wealth Advisor and is
responsible for the introduction and implementation GenSpring's Wealth
Management process. Prior to joining GenSpring, David worked for a number of
trust companies including Bankers Trust, Deutsche Bank Trust and U. S. Trust.
David spent much of his 20 plus year career in Trust and Estate Administration.
He speaks and writes regularly for professional and client groups on a myriad
of topics including family governance, family dynamics, next generation
education and planning for closely held businesses.
Larry Hirshhorn, Ph.D., Principal and Founding Member of CFAR
Larry Hirshhorn is a
principal and founding member of CFAR a management-consulting firm in
Philadelphia. He has a PhD in economics from MIT. He is also a founding member
and past president of the International Society for the Psychoanalytic Study of
Organizations. He recently presented a paper at its annual meeting, based on
publicly available sources, on the organization dynamics of Bridgewater
Associates, a major hedge fund. He writes a blog http://
learningfromexperiencelarryhirschhorn.blogspot.com/, which explores the
linkages between business and psychology. He has written several blog posts on
the relationship between behavioral economics and psychoanalysis and is the
author of five books, including; The Workplace Within: Psychodynamics of
Organizational life, Reworking Authority, and Managing in the New Team
Environment. He teaches part time at Fielding Graduate University and in the
Organization Dynamics program at the University of Pennsylvania.
Susan Stuber is a psychologist in private practice in Wayne, PA.. She has special
training in family and couples therapy, and has worked on research focused on
women taking care of elderly parents or in-laws in their homes. She is the
parent of four children, one being a 9-year old girl with Down Syndrome.
Monte, Ph.D., MBA, Founding Principal in Family Solutions Group
Edward Monte is a founding principal in Family Solutions Group – a family business
/ family office consulting firm specializing in helping families and their
advisors more effectively navigate the emotional complexities often associated
with significant wealth. He and his partners also work with individuals and
families on the underlying personal issues and values clarifications tied to
philanthropy. A particular focus in his consulting, research and writing is the
complex dynamics between fathers and sons in business together. He is on
faculty in the Next Generation Leadership Institute at the Loyola University
Chicago Family Business Center. In addition, Edward is a practicing
psychotherapist specializing in couple and family therapy. In practice for over
thirty years, he is the Clinical Director of Centra, PC – a multi-disciplinary
psychotherapy and psychiatric practice group. For eleven years prior to
founding Centra, Edward was a senior staff clinician and supervisor with a
couple and family therapy clinic in the Department of Psychiatry, at the
University of Pennsylvania’s School of Medicine. He is currently on the
graduate adjunct faculty of the Department of Social Policy and Procedure at
the University of Pennsylvania. Edward is a clinical member and approved
supervisor with the American Association of Marriage and Family Therapy
Nina B. Stryker, Esq., Partner, Obermayer Rebmann Maxwell &
Nina B. Stryker is Chair of the firm’s Trusts & Estates Department. Ms.
Stryker’s practice is devoted exclusively to estate and trust law, with an
emphasis on estate related litigation. Ms. Stryker received her Bachelor of
Arts degree in history and social studies from Ursinus College, Collegeville,
PA, and her Juris Doctor from Villanova University School of Law, Villanova,
PA. She also holds an Estates and Trusts Specialist Certificate from the
Institute for Paralegal Studies in Philadelphia. Ms. Stryker has been selected
as one of "Pennsylvania Super Lawyers” as listed in both Philadelphia magazine
(June 2006-2012) and the Thomson Reuters, Legal magazine, "Pennsylvania Super Lawyers"
2006 through 2012 editions and Top 50 Women Lawyers in Pennsylvania 2008-2009.
She also was included in the Best Lawyers in America 25th anniversary edition
and Best Lawyers in America (2009-2013).
Sue West, Director, SEI Private Wealth Management
Sue West is Director, SEI Private
Wealth Management, a business unit of SEI that provides private wealth
management services to ultra high net worth families, family offices and
non-profit organizations. She is responsible for research and development of
solutions to meet the needs of individual consumers and for customized advice
and investment strategies and for business development. Ms. West has over 25
years of experience in investment management and wealth management, focusing on
the needs of institutions as well as ultra-high-net-worth investors.Before
joining SEI in 1991, she worked at Towers Perrin for eight years as an
actuarial specialist, and was focused on providing actuarial valuations and
asset/liability analysis to institutional clients. Ms. West graduated with a
degree in mathematics from Shippensburg University. She has spoken at numerous
conferences for advisors and banks in theU.S. and internationally on a variety
Edward P. Hickey, CFA Senior Portfolio Manager, BNY Mellon Wealth
As a senior portfolio manager, Ed works directly with BNY Mellon
Wealth Management clients and their advisors in addressing their unique
relationship needs, including portfolio management and wealth planning
strategies. Relying on his over 25 years of successful high net worth and
institutional investment management experience, Ed works closely with private
bankers and other in-house experts in tailoring BNY Mellon Wealth Management’s
broad expertise and set of solutions to each individual client’s unique set of
circumstances. Prior to joining the firm in 2009, Ed worked for Columbia
Management in Boston, where he was the lead portfolio manager for the large cap
growth discipline, managing numerous client portfolios, co-managing a mutual
fund, and analyzing the healthcare, consumer staples, and other industries.
Before that, he was instrumental in the growth of Bainco International
Investors, a high net worth investment management firm in Boston, where he
managed complex client portfolios and directed the firm’s research effort. Ed
received his Bachelor of Science degree in finance from Towson University and
his Master of Science degree in finance from Bentley College. Ed is a member of
the CFA Institute and is a board member of the CFA Society of Philadelphia.
Special thanks to our generous sponsors: