Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
David Adams | david@pathwaylaw.com | Pathway Law LLC | Belmont | Massachusetts | United States | Attorney - Estate Planning or Tax | Details |
Kathleen Adams | Kadams@second50financial.com | Second 50 Financial | Manhattan beach | California | United States | Wealth Management / Family Wealth Advisor | Details |
Michelle Adams | madams@coloradofamilylegacy.com | Law Office of Michelle Adams | Denver | Colorado | United States | Attorney - Estate Planning or Tax | Details |
Jay Adcox | Jay@legacylawtn.com | Legacy Law Group | Brentwood | Tennessee | United States | Attorney - Estate Planning or Tax | Details |
Stephanie Allen | stephanie@westallen.com | Brains on Purpose | Denver | Colorado | United States | Other | Details |
Eileen Allgrove | eallgrove@fiducient.com | Fiducient Advisors | Windsor | Connecticut | United States | Wealth Management / Family Wealth Advisor | Details |
Michael Allmon | mikea@mbamdcpas.com | Allmon DiBernardo & Associates, CPAs | Manhattan Beach | CA | Details | ||
Stacy Allred | sallred@firstrepublic.com | First Republic | Bellevue | Washington | United States | Legacy Planner / Consultant | Details |
Mark Alton | s.mark.alton@morganstanley.com | Morgan Stanley | Syracuse | New York | United States | Family Office Professional / Family Office Consultant | Details |
Mike Alves | mike@vidapw.com | Vida Private Wealth | Pasadena | California | United States | Wealth Management / Family Wealth Advisor | Details |
Letarik Amare | letarik@radiantstrategies.co | Radiant Strategies | Brooklyn | New York | Details | ||
Nike Anani | na@nikeanani.com | Northern Trust | Cedar Park | United States | Family Business Consultant / Coach | Details | |
Nike Anani | NA256@ntrs.com | Northern Trust | Cedar Park | TX-Texas | Accountant / CPA | Details | |
Mary G Anderson | maryganderson@gmail.com | Advanced Legal Training Institute | California | United States | Legacy Planner / Consultant | Details | |
Carol Anderson | carol@moneyquotient.org | Money Quotient | Portland | Oregon | United States | Other | Details |
Yannick Archambault | yarchambault@kpmg.ca | KPMG Family Office | Toronto | Ontario | Canada | Family Office Professional / Family Office Consultant | Details |
Jean Arias | jean.arias@amgwealthadvisors.com | Austin | Texas | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |
Cynthia Arledge | cindy@cindyarledge.com | North Texas Family Enterprise Center | McKinney | Texas | United States | Legacy Planner / Consultant | Details |
Darby Armont | darby@slaughterinvest.com | Richard P. Slaughter Associates, Inc. | Austin | Texas | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Patricia Armstrong | pat@drpatriciaarmstrong.com | PMA Consulting | Family Leadership Development | Half Moon Bay | California | United States | Leadership Consultant / Coach | Details |
Ashleigh Arnall | ashleigharnall@gmail.com | City Year Denver | Colorado | United States | Non-Profit Professional | Details | |
Kelly Arrillaga | karrillaga@firstrepublic.com | First Republic Bank | San Diego | California | United States | Wealth Management / Family Wealth Advisor | Details |
Clem Ast | cast@legasusgroup.com | Legasus Group, LC | Wichita | Kansas | United States | Other | Details |
Sylvia Azoulay | sylvia.azoulay@richardsonwealth.com | Richardson Wealth | Toronto | Ontario | Canada | Family Business Consultant / Coach | Details |
Caroline Bailey | caroline@premiergrowth.com | Premier Growth | San Francisco | California | United States | Family Business Consultant / Coach | Details |
Ellen Bailey | ellen.bailey@morganstanley.com | Morgan Stanley | New York | United States | Leadership Consultant / Coach | Details | |
Richard Bakal | richard@rbakal.com | Dq Enterprises | Ridgefield | Connecticut | United States | Philanthropist / Foundation Member | Details |
Scott Bass | scott_bass@ml.com | Merrill Lynch | Atlanta | Georgia | United States | Wealth Management / Family Wealth Advisor | Details |
Doug Baumoel | DBaumoel@ContinuityFBC.com | Continuity Family Business Consulting | Beverly | Massachusetts | United States | Family Business Consultant / Coach | Details |
Jane Beddall | Jb@dovetailresolutions.com | Dovetail Resolutions, LLC | Naples | Florida | United States | Other | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00