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Name Email Company City State Country Professional Field Action
Robin Catlinrobin.catlin@ml.comMerrill Center for Family Wealth™BoulderColoradoUnited StatesFamily Office Professional / Family Office Consultant Details
Dennis Channerdchanner@private-trust.orgThe Private Trust ConsortiumBoulderColoradoUnited StatesFinancial Planner / CFP / CFA / ChFC / CIMA Details
Ella Chaseella@wellth-works.comWellth WorksSan DiegoCaliforniaUnited StatesLeadership Consultant / Coach Details
Deena Chochinovdeena@deenachochinov.comKPMG Family OfficeVancouverBritish ColumbiaCanadaFamily Business Consultant / Coach Details
Esther Choyesther@leadershipstorylab.comLeadership Story LabChicagoIllinoisUnited States Details
David Claflindavid@davidclaflin.comAustinTexasUnited StatesAttorney - Estate Planning or Tax Details
Edward Clayesc@estateplan.orgEdward S. Clay, P.A.LuthervilleMDAttorney - Estate Planning or Tax Details
Kaitlyn Clinekaitlyn@unitedcharitable.orgUnited Charitable Details
Kimberly Clousekimberly.clouse@adviceperiod.comAdvicePeriodWealth Management / Family Wealth Advisor Details
Amy Clynea.hartclyne@pitcairn.comPitcairnNew YorkUnited States Details
Mark Coffeymark@summitfin.comSummit Financial Strategies, Inc.ColumbusOhioUnited StatesFinancial Planner / CFP / CFA / ChFC / CIMA Details
Cameron ColeCameron.d.cole@me.comBernstein Private WealthSalt Lake CityUtahUnited StatesWealth Management / Family Wealth Advisor Details
Gayle Colmangayle@colmanknight.comColman Knight Advisory Group, LLCActonMassachusettsUnited StatesFinancial Planner / CFP / CFA / ChFC / CIMA Details
David Colvindavid.colvin@clvn.nlCLVN Tax & Financial Advisors BVAmsterdamNHNetherlandsAccountant / CPA Details
Amanda Colvinamanda.colvin@cymi.comCYMI LtdKetteringOHUnited StatesFamily Office Professional / Family Office Consultant Details
Investment Trust Companyinfo@investmenttrust.comInvestment Trust Company Details
Suzy Conleysuzy.conley@gmail.comBaker TillyUnited StatesFamily Office Professional / Family Office Consultant Details
Grant Conroygconroy@genuscap.comGenus Capital ManagementVancouverBritish ColumbiaCanadaWealth Management / Family Wealth Advisor Details
Thomas Conwaytom@conwayassoc.comConway & Associates, LLCDunwoodyGeorgiaUnited StatesFamily Business Consultant / Coach Details
Lori Coonenlori@theheritageinstitute.comThe Heritage InstitutePerrysburgOhioUnited StatesLegacy Planner / Consultant Details
James Cornelljames@fwpwealth.comFWPBostonMassachusettsUnited StatesFamily Office Professional / Family Office Consultant Details
Jim Coutrejames.coutre@fmr.comFidelity Family Office ServicesBostonMassachusettsUnited StatesFamily Office Professional / Family Office Consultant Details
Jay Cowlesp7391420@hotmail.comChifam, LLCAustinTexasUnited StatesTrustee / Trust Professional / CTFA Details
Elizabeth Cribbselizabeth.cribbs@ubs.comUBSNew YorkNew YorkUnited StatesPhilanthropic Advisor / CAP Details
Adrienne CristeAC635@ntrs.comThe Northern Trust InstituteAtlanta GAGeorgiaUnited StatesRelational Expert / Therapist Details
Polina Crottyprcrotty@gmail.comLovins GroupWindsorConnecticutUnited StatesOther Details
Philip CubetaPhil.cubeta@theamericancollege.eduThe American College of Financial ServicesBryn MawrPennsylvaniaUnited StatesPhilanthropic Consultant / Professional Details
Barbara Culverbarb.culver@yahoo.comConnect-GensCincinnatiOhioUnited StatesFinancial Planner / CFP / CFA / ChFC / CIMA Details
Judi Cunninghamjudi.cunningham@trella.caTrella Advisory GroupEast YorkOntarioCanadaOther Details
Anne D'Andreaadandrea@jehlaw.comJames E. Hghes, Jr.ConsultsNew YorkNew YorkUnited StatesWealth Management / Family Wealth Advisor Details
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