17th Annual Virtual Trusts and Estates Conference
Thursday, December 3, 2020
Thursday, December 3, 2020
Fiduciary Trust International
Gerard F. Joyce, Jr.
National Head of Trusts and Estates,
Managing Director and Deputy General Trust Counsel
212.632.3106
gerard.joyce@ftci.com
Brown Brothers
Daniel J. Arciola Jr., Esq.
President
212.493.8496
daniel.arciola@bbh.com
Empire
Richard Hayes
Managing Director
212.714.1267
rhayes@empireval.com
Evercore
Kate Mulvany
Partner, Wealth and Fiduciary Advisor
212.822.7639
mulvany@evercore.com
Glenmede
Lee Miller
New York Metro Regional Director
Managing Director
212.328.7331
Lee.Miller@Glenmede.com
MPI
John L. Varga III, ASA
President
212.390.8374
jvarga@mpival.com
Withum
Alfred J. La Rosa
Partner
(212) 829 3205
alarosa@withum.com
Christies
Bonnie Brennan
Deputy Chairman, Head of Trusts, Estates& Wealth Managements Services
bbrennan@christies.com
Sara Bick-Raziel
Associate Vice President, Business Development Manager
212.641.5772
SBick-Raziel@christies.com
Future Values
Thomas G. Ferrara, MBA, CEO
Founder / Partner
914.764.8701
tferrara@futurevalueassociates.com
First Republic Private Wealth Management
Kristin J. Ashman, Esq.
Senior Managing Director
888.408.0288
kashman@firstrepublic.com
Bonhams
Sherri Cohen, Esq.
Head of Business Development USA
917.206.1671
Sherri.cohen@bonhams.com
Heritage Auctions Trusts & Estates
Elyse Luray
Trusts & Estates
212.486.3500
elysel@ha.com
Hudson Peak Wealth Advisors
Darrel Upson
Financial Advisor
914.769.2800
darrel.w.upson@ampf.com
Bleakley Platt & Schmidt, LLP
Richard J. Bowler, Esq.
Bressler, Amery & Ross, P.C.
Alan D. Seget, Esq.
Davidson, Dawson & Clark LLP
Timothy M. Paul, Esq.
Putney, Twombly, Hall & Hirson LLP
Erin Gilmore Smith, Esq.
Michael J.A. Smith
Rorrie Gregorio, Esq.