Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Gregory Rogers | greg@raylign.com | RayLign LLC | Greenwich | Connecticut | United States | Family Office Professional / Family Office Consultant | Details |
Tom Rogerson | tom@genlegco.com | GenLeg Co., Inc. | Duxbury | Massachusetts | United States | Family Business Consultant / Coach | Details |
Greg Romagnoli | romagnoligreg@gmail.com | Nicklaus Children's Hospital Foundation | Fort Lauderdale | Florida | United States | Philanthropic Advisor / CAP | Details |
Kirby Rosplock | kirby@tamarindpartners.com | Tamarind Learning | Nashotah | Wisconsin | United States | Family Office Professional / Family Office Consultant | Details |
Gena Rotstein | grotstein@karmaandcents.com | Karma & Cents Inc. | Calgary | Alberta | Canada | Philanthropic Consultant / Professional | Details |
Laurent Roux | lroux@gallatinwealthmgnt.com | Gallatin Wealth Management | Jackson | Wyoming | United States | Wealth Management / Family Wealth Advisor | Details |
Cindy Rowland | cindy.rowland@ml.com | Merrill Lynch | Cincinnati | Ohio | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Katie Rucker | krucker@mackenziecorp.com | Next Gen Collaborative | Aliso Viejo | California | United States | Leadership Consultant / Coach | Details |
Eric Ryan | eryan@skrco.com | Stockman Kast Ryan & Co. | Colorado Springs | Colorado | United States | Accountant / CPA | Details |
Sarah Salomon | sarah.salomon@ubs.com | UBS | Chicago | Illinois | United States | Wealth Management / Family Wealth Advisor | Details |
Jory Sandusky | jory.sandusky@jpmorgan.com | JP Morgan | San Francisco | California | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Claudia Sangster | claudiasangster8@gmail.com | C Sangster, LLC | Flagstaff | Arizona | United States | Wealth Management / Family Wealth Advisor | Details |
Akasha Saunders | akasha@cultivatingleadership.com | Cultivating Leadership | St. George's | St. George | Grenada | Leadership Consultant / Coach | Details |
Jeff Savlov | jsavlov@blumandsavlov.com | Blum & Savlov, LLP - Family Business & Wealth Cons | Highland Park | New Jersey | United States | Family Business Consultant / Coach | Details |
Melanie Schmieding | Mschmieding@rwbaird.com | Baird | Cherry Hills Village | Colorado | United States | Trustee / Trust Professional / CTFA | Details |
Kim Schneider Malek | kim.malek@du.edu | University of Denver, Daniels College of Business | Denver | Colorado | United States | Other | Details |
Meghan Schubmehl | meghan.schubmehl@wildstarpartners.com | WildStar Partners LLC | Victor | New York | United States | Attorney - Estate Planning or Tax | Details |
Mark Schumacher | mark@third-day-capital.com | Third Day Capital Management | Denver | Colorado | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Sandra Schumann | sandra.schumann@tnc.org | The Nature Conservancy | Washington | United States | Fundraiser / Development Professional | Details | |
Tom Schur | tjschursyr@gmail.com | Syracuse | New York | United States | Relational Expert / Therapist | Details | |
Susan Schwartzman | sueschwartzman@gmail.com | Schwartzman Advising LLC | Pleasant Hill | California | United States | Philanthropic Advisor / CAP | Details |
Padric Scott | padric.scott@nm.com | Crossroad Capital Partners | Tallahassee | Florida | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Cynthia Scott | cscott@cynthia.scott.net | None | San Francisco | CA | Other | Details | |
Nicole Sebastian | nicole.sebastian@ubs.com | UBS | New York | New York | United States | Philanthropic Advisor / CAP | Details |
Neeli Shah | nshah@neelishahlaw.com | The Law Offices of Neeli Shah, LLC | Atlanta | Georgia | United States | Attorney - Estate Planning or Tax | Details |
Joan Sharp | Joan@RiverFamilyAdvisors.com | River Family Advisors, LLC | Salt Lake City | Utah | United States | Other | Details |
Nancy Sharp | nsharp@nancysharp.net | Your Company | Denver | Colorado | United States | Family Business Consultant / Coach | Details |
Lan Shaw | lan@visionprivatewealth.com | Vision Private Wealth, Inc. | ALAMEDA | California | United States | Wealth Management / Family Wealth Advisor | Details |
Andrew Sherman | andrew.sherman@raymondjames.com | MultiGen Wealth Strategies | Syracuse | Utah | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Elisa Shevlin Rizzo | esrizzo@optonline.net | The Northern Trust Company | Bronxville | NY | Attorney- Estate Planning or Tax | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00