John Michel creates and executes the overall strategic direction and management of Bullrun Financial, and works directly with the company's global accounts. Prior to Bullrun Financial, Michel held various leadership positions at Merrill Lynch, where he developed and managed Merrill Lynch Direct, the firm's award-winning online brokerage service. He also built the firm's direct advice and guidance telephone channel, led the client marketing and segmentation group, next-generation marketing, and retirement plans and services. Michel began his career as an executive in the company's national sales group. Before that, he served as a Captain in the U.S. Army, and earned his Bachelor of Science from the United States Military Academy at West Point. Michel holds a Master of Science, Industrial Administration from Carnegie Mellon University.

Mr. Orazem is responsible for the Citi Family Office, a unit within Citi Global Wealth Management. The Citi Family Office provides family office services to ultra high net worth clients of Citi globally.

Upon joining Citi in 1995, Mr. Orazem was responsible for founding Smith Barney Trust Services, which he later merged with the Trust and Estates Department of the Citi Private Bank to form Citi Trust. He also was the founder of Smith Barney’s Credit and Lending Services and the Private Capital Group, a unit providing alternative investment services and exchange funds. During his tenure with Citi, he has also managed the Preferred custody division at the Private Bank and Executive Financial Services, a unit that provides advice in the areas of control and restricted stock.

Prior to joining Smith Barney, Mr. Orazem was a Managing Director of Loeb Partners Corporation, a private investment firm, where he managed several leveraged acquisitions and recapitalizations. During his career he has held positions in money management, insurance and banking.

Roger Paradiso
President & Chief Investment Officer Private Portfolio Group
Citi Investment Advisory Services

Catherine Louisy-Louis
Director & Head of Global Data Administration
Citi Global Wealth Management

As Head of Global Investment Data Administration, Catherine Louisy-Louis is charged with supplying market data that inform the client investment process on the sell-side and the buy-side at Citi Global Wealth Management. Catherine Louisy-Louis’ broad career experience spans over 15 years in financial services and management consulting in the Americas, Europe and Asia, with a focus on global wealth management in the past 10 years. She started her career at Citi as a Management Associate and later joined the New York-based Latin America team of the Citi Private Bank for several years. Catherine then went on to manage large-scale strategic projects that generated over $135MM in incremental annual revenues. Catherine created the Global Investment Data Administration team in late 2003 with a mandate to provide first-rate investment data administration support to the Global Wealth Management front end. Catherine earned her MS in Mechanical Engineering at École Centrale de Nantes, France, and her MBA in Finance and Investment at Baruch College, New York. She is a Chartered Financial Analyst.

As Executive Vice President of AMCORE Investment Group, Russell directs all aspects of the trust, investment management, broker/dealer, retirement plan services, and private banking businesses.

Russell joined AMCORE in March 2007, bringing more than 25 years of investment industry and leadership experience to the company. He most recently held the position of President and CEO at ABN AMRO Asset Management Holdings Inc., the investment management affiliate of LaSalle Bank N.A., Chicago.

Active in the community and professional organizations, Russell is on the board of directors for the Heartland Alliance, co-chair of the finance committee for Court Theatre and is a member of the Union League Club and the Chicago Club . He is also a member of the Executives' Club of Chicago, Economic Club of Chicago, the CFA Institute and CFA Societies in Chicago and Toronto

Jeff Durkee is President of MTB Investment Advisors, a division of Buffalo, New York-based M&T Bank. Prior to joining M&T in March of 2007, he was Chairman and CEO of Mercantile Bankshares Corporation’s Private Wealth Management business.

Mr. Durkee began his career in 1981 in Atlanta, Georgia with Merrill Lynch as a Financial Consultant and held various management positions before joining Legg Mason.

At Legg Mason, Jeff was the Senior Vice President and Director of the Southern Division and sat on the Board of Legg Mason Wood Walker.

James H. “Jamie” McLaughlin joined Convergent Wealth Advisors (formerly Lydian Wealth Management) in 2005 as a Managing Director and head of a new office for the firm in the New York market. While his primary responsibilities are to act in a senior client advisory capacity he is also responsible for growing the office including senior staff recruitment and development and managing all operational areas for the New York office.

He spent the previous 10 years at Mellon where he was the regional president of Mellon Private Wealth Management’s New York region with responsibilities for New York, New Jersey and Connecticut. He had previously been the managing director and regional sales manager. Before joining Mellon, Mr. McLaughlin was a financial advisor in the Private Client Group at Sanford C. Bernstein & Co., Inc. in New York.

He has been active in several industry groups as a participant, panelist and speaker. He has been quoted in Barron’s, Business Week On-Line, Family Wealth Report, Forbes, FundFire, Crain’s Investment News, Private Asset Management, eFinancialCareers and Worth. He is often asked to speak on wealth management issues related to client service delivery models, human talent (identification, recruitment and development) and broader themes and trends in the industry.

He served as a Board member of the American Bankers Association’s Private Wealth Management Academy where he chaired the investment planning committee responsible for the school’s investment planning curriculum and faculty recruitment. He is a non-lawyer member of the Attorneys for Family-Held Enterprises. He is also a member of the Estate Planning Council of New York City. He holds the following NASD securities licenses: Series 7, 24 and 63.

Jeff Cowley has been with InvestEdge since the company’s inception. His contributions include leadership roles in architecture development, relationship management, and client services. In his current position as Vice President of Business Development, he is responsible for all new business products added to the InvestEdge platform, developing and managing strategic partnerships, and ensuring synergies between InvestEdge and its client base.

Jeff brings to InvestEdge more than 19 years of experience in the investment management industry. His background includes both the business and technical side of software development. His expertise includes a strong knowledge of accounting systems, portfolio management systems, and performance/reporting platforms.

Susan Hirshman is currently the founder of SHE Ltd, a company specializing in marketing financial services to the affluent. Prior to SHE, Susan was a Managing Director and WealthManagement Strategist at JPMorgan Asset Management. At JP Morgan Susan was responsible for the creation, development and implementation of their innovative Wealth and Practice Management Program which served top advisors in the marketplace.

Ms. Hirshman began her career as a CPA specializing in taxation of high net worth individuals. Prior to joining JPMorgan, Ms. Hirshman was a senior manager at KPMG LLP specializing in personal financial planning and investment consulting for high net worth individuals, business owners, and corporate executives.

In addition to earning her M.B.A. at Baruch College in New York City, Ms. Hirshman is a Chartered Financial Analyst, Certified Public Accountant, Certified Financial Planner, and a Chartered Life Underwriter.

Ms. Hirshman is a monthly columnist for Investment Advisor magazine. In addition, she has been featured in numerous financial trade and consumer publications and has appeared on CNBC’s Power Lunch and WABC’s Business Week Money Talks.

Berk is the co-founder of Highmount Capital LLC and he oversees the firm’s Open Architecture program. He is also responsible for managing client relationships. Berk helps to set firmwide asset allocation guidelines and is trained to handle the softer issues of wealth management including family governance, life planning and the education of future generations. Mr. Nowak has a proven track record managing a low volatility multi-strategy Fund of Hedge Funds which has generated superior returns since its inception nearly five years ago.

Mr. Nowak received a Bachelor of Arts degree in Economics from Bucknell University in 1992. Berk has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). He is a member of the New York Society of Security Analysts (NYSSA), the CFA Institute and serves on the Finance Committee of Boys Hope Girls Hope New York, a local chapter of a national organization helping children in need.

Richard J. Franchella is a Senior Managing Director of RBC Wealth Management’s Private Client Group as well as the New York Complex Director. Rich joined
RBC Wealth Management in September of 2005 and is responsible for the New York City, Jericho, Southampton, and Hampton Bays offices.

Before joining RBC Wealth Management, Rich served as the branch manager of Legg Mason’s New York Complex. At Legg Mason, Rich managed four offices including the Downtown, Midtown, Jericho and Westport offices. He primarily focused on revenue growth, business development, recruiting, and risk management.

Prior to joining Legg Mason, Rich served as Director of National Sales at Prudential Securities, now Wachovia Securities. In this role he was responsible for driving the firm’s internal sales, wealth management, and marketing efforts through a wide variety of channels, including internal publications, business television and radio, special business meetings and educational forums, and the National Sales Desk.

Prior to Prudential Securities, Rich worked at PaineWebber, where for three years he served as Advanced FA Business Development Officer. In this position, which was a corporate executive development assignment, he worked on FA selection and recruiting
as well as advanced business development with an emphasis on financial wealth management platforms, productivity training, and continuing education.

He also served as the Branch Manager in PaineWebber’s Yale New Haven office for three years, where under his leadership office revenues tripled in 3 years and assets
doubled to almost a billion dollars.

Rich serves on the executive committee of the Securities Industry and Financial Markets Association’s Sales and Marketing Committee, and is past Chairman of the Committee. Rich is also a frequent guest speaker at SIFMA events, including the SIFMA/Wharton Branch Management Leadership Institute, Branch Manager Development Program, and Sales and Marketing Conference.

Klemens is a member of the Wealth Planning Americas team and heads the Wealth Planning International team in New York. He concentrates on implementing tailor-made international and cross-border wealth planning solutions for high net worth families in Latin America in general and Mexico in particular. He has acquired significant expertise in advising and supporting high-wealth families in matters of wealth transfer, estate, succession and tax planning. Klemens is an Executive Director of UBS AG where he has worked since 1987. Prior to joining UBS in New York in 1999, Klemens spent two years with UBS Trustees (Bahamas) Ltd as a Trust Officer and Wealth Planner and prior to that, 12 years at UBS in Zurich as a Private Banker and Wealth Planner. Klemens is a Certified Financial Planner™ professional. He holds a Bachelor’s degree in Business Administration from KV Business School, Zurich, Switzerland. He is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and a member of the Financial Planning Association (FPA) and the International Fiscal Association (IFA).

Kristine Porcaro, COO, and co-Founder of Lexington Wealth Management, has spent the past 16 years helping her clients navigate the often confusing and emotionally charged world of high net worth investing. As one of the firms Investment Advisors she work’s with many of the firm’s clients to ensure their goals are met. As Chief Operating Officer and Chief Compliance Officer, she focuses on both day to day operations and the long term strategy of the firm.

She founded Lexington Advisors in 1997 then after meeting Mike Tucci through a joint client merged the practice into Lexington Wealth Management in 1998. Since then, she has applied her expertise in operations, financial markets, research, portfolio construction, and client service to develop an elite model of wealth management - one that gives clients the ability to be heard as individuals and helps them understand why they should invest properly. Prior to Co founding LWM Kris spent 6 years managing Eastern Point Advisors, the advisory branch of Investors Capital Corporation.
She is passionately involved in 2 Forums with Entrepreneurs Organization, EO is a membership organization designed to engage leading entrepreneurs to learn, grow and better serve their clients. She is also a member of The Commonwealth Institute, The Institute for Certified Divorce Financial Analysts, and the Lexington Chamber of Commerce.

Serge Troyanovsky is a Director in the Equities & Derivatives Group at BNP Paribas. He has been with BNP Paribas in New York for 11 years, focusing on the building and development of the Structured Products business. Serge is in charge of Structured Products distribution to retail and high net-worth clients in the U.S. The clients include major Retail Banks, Private Banks, Broker-Dealers and Registered Investment Advisors.

BNP Paribas is one of the world’s ten largest banks, with assets of $2.6 trillion and 155,000 employees in 88 countries on six continents. An equity derivatives pioneer and industry leader, BNP Paribas engineers many of the most sophisticated equity and fund derivatives structured products in the market today.

BNP Paribas has been recognized for its leadership and innovation in equity derivatives and has won some of the most prestigious industry awards. The Bank was named the "Structured Products House of the Year 2008" and “Equity Derivative House of the Year 2007” by Risk magazine and won “Structurer of the Year, North America” in 2007 from Structured Products magazine.

Rick Capozzi, Managing Director and District Manager is a 25-year veteran of the financial services industry. He was also the National Sales Manager for the Global Wealth Management Group of Morgan Stanley prior to his current role. He has traveled and worked with Financial Advisors and Managers around the country and in Europe, Asia and the Middle East on business development, leadership and growing a wealth management business.

Prior to joining Morgan Stanley, Rick was Managing Director and Head of Business Development for the Global Private Client Group of Merrill Lynch. He joined Merrill Lynch from Wachovia Securities where he was Senior Vice President and Regional President. His career in financial services began as a Financial Advisor at PaineWebber, later becoming a Complex Manager for UBS. Rick has authored a book for financial professionals and is currently co-authoring a book with Goldman Sachs on the wealth management industry.

Rick also wrote a white paper for Financial Advisors entitled Growth is a Choice. He is a member of the President’s International Advisory Board of Fairleigh Dickinson University and a Harvard Business School speaker for women in business.

Darrell B. Jackson is Deputy Head of Private Client Services – Illinois and Head of Private Client Services, Suburban Illinois for The Northern Trust Company. He is responsible for overseeing the company’s Private Client Services business in Northwest Lake/Cook Counties, Suburban Cook County, Eastern and Western DuPage, Lake Forest, Highland Park and the Suburban Owner Entrepreneur Group.

Darrell B. Jackson was previously President and Chief Executive Officer of the Northern Trust Company’s Illinois West Suburban Region.

Prior to that position, Darrell was a Senior Vice President and Division Manager in Private Banking at the Northern Trust Company in Chicago. He managed a team of bankers that provided credit, financial planning, trust and investment services to corporate executives in the Illinois and Northeastern states.

Darrell is a career banker with over 27 years experience in the industry. His exposure to banking began at South Shore Bank while attending college locally. After working at South Shore Bank, he moved to Harris Bank where he spent 14 years in commercial and private banking.

Charles A. Lowenhaupt is Chairman, CEO and President of Lowenhaupt Global Advisors, the family office for select families of substantial wealth globally. An attorney, Charles is also Managing Member of Lowenhaupt Global Advisor’s affiliated firm Lowenhaupt & Chasnoff, the United States’ first tax law firm established by his grandfather in 1908, and with that firm concentrates in wealth counseling and estate planning. An extensive writer and speaker on matters relating to family wealth transmission and family philanthropy, Mr. Lowenhaupt authored the chapter, “How to Build a Winning Team of Financial Advisors” for Wealthy & Wise: Secrets about Money, issued by Neuberger Berman and is a frequent contributor to The Deal, the financial news weekly. Mr. Lowenhaupt earned his B.A., cum laude, from Harvard University and his J.D. (magna cum laude and Order of the Coif) from the University of Michigan. He is a member of the Bar of Missouri and New York Bar.

Bryan Bell is responsible for the Information Technology Department at Threshold Group. He works closely with the organization’s internal and external clients to develop and deploy successful technology solutions. Prior to joining the organization in 1999, he served as Strategic Technologist and Director of Advanced Technology Lab for Frank Russell Company. Bryan is the founder and president of Synth-Bank, a technology consulting practice focused on the financial services and entertainment industries with over 20 years experience consulting for high-profile corporations and entertainers. DIS, Harvard University’s Graduate School of Business Administration.

As Senior Vice President and Managing Director, Sarah is responsible for the Wealth Group and the overall management of non-traditional investment products, including discretionary and non-discretionary fee based programs, the charitable giving program and cash management services. BMO Nesbitt Burns is a leader in providing fee based solutions with the widest range of fee based and managed account programs in Canada, which includes the Meridian, Quadrant, BluePrint, Advance and Architect Programs.
As head of the Wealth Group, Sarah is also responsible for educating and equipping BMO Nesbitt Burns Investment Advisors in the area of wealth management through providing centralized resources including business development support, consulting and technical expertise. Her group will enable BMO Nesbitt Burns to effectively meet the broad range of client needs.

Lee J. Woolley is the President of Northern Trust Bank of Massachusetts. Mr. Woolley joined Northern Trust in 1985. Prior to joining Northern Trust Bank in Boston as President, Mr. Woolley served as the Midwest Director of the Wealth Strategies Group. Prior to joining the Wealth Strategies Group, he served as a consultant in the Bank's Financial Consulting Center where he advised clients on such topics as Estate planning, Investments, Retirement planning, Tax planning, Life Insurance and Education Funding.

Mr. Woolley graduated from the American Bankers Association's National Trust School at Northwestern University in 1987 and completed the requirement for the Certified Financial Planner designation in 1990. He has been an adjunct faculty member of the American Bankers Association's National Graduate Trust School and he speaks and writes frequently on retirement and financial planning topics. Mr. Woolley is also on the Board of Overseers of the Boys & Girls Clubs of Boston as well as a member of the Board of Directors of Discovering Justice – The James D. St Clair Court Education Project.

Jeff Hazelwood is a Managing Director on SEI’s Private Banking Solutions Team and is responsible for SEI client business intelligence and thought leadership development. In this role, Jeff’s primary objectives are to explore and enhance client relationship and service practices and research and publish SEI opinion on the changes occurring in the wealth management marketplace.

Prior to this role, Jeff was a Solution Architect on the Private Banking Solutions Team, where he was responsible for managing the strategic development of the front-office elements of SEI’s Global Wealth Services offering. The goal of these font-office services bundles, which include, client acquisition, advice and client relationship management, is to help clients differentiate their end-customer experience, grow revenue and reduce cost and risk.

During his 14 years with SEI, Jeff has held a variety of positions including Relationship Manager, Sales and Marketing Manager and Director of Product Management.

Rowena Track is currently Senior Vice President of Web & e-Business Strategy & Solutions at TIAA-CREF Financial Services. Rowena’s responsibilities include leadership of the digital strategy for TIAA-CREF. She provides vision, direction and leadership in the areas of e-Business, new channel development and marketing, Internet/Intranet applications, web look and feel, and web performance and tracking for TIAA-CREF’s target market including clients, employees, partners and suppliers.

Prior to joining TIAA-CREF, Rowena was Vice President of Global e-Business at the Global Strategic Marketing department of Bayer Pharmacuetical. She was responsible for identifying strategic opportunities in new and evolving channels to market and sell Bayer Pharma’s strategic products in key global markets. Rowena led the assessment of emerging technologies, new media and the internet and their strategic impact on Bayer’s traditional multi-channel strategy. Since joining Bayer in 1990, Rowena held several positions of increasing responsibilities in Clinical, Product Development, Information Technology and Global Strategic Marketing.

Since the beginning of her career, Rowena has been a keynote speaker and a public presenter at various global and US industry events on business enablement and transformation through technology innovation. She presented at such events as the Financial Times Global Conferences as well as at the Economist. She has also chaired a number of such Industry events.

Allan Starkie is a Partner at Knightsbridge Advisors, Inc. specializing in wealth management. He also provides management consulting and merger and acquisition support for many of the company’s major clients.

Prior to joining Knightsbridge Advisors, Allan served as partner at Riotto-Jones, an executive search firm, where he successfully led CEO and high net worth sales searches and gained significant acquisition experience.

Before that, he served as CEO and managing partner for Oceonics, an international property development and financial services company, where his partners included former U.S. Treasury Secretary William E. Simon. He also worked as General Manager for Miller Druck International, an international contractor in London, after spending five years as Project Manager for Turner Construction in New York.

Allan has published numerous articles on wealth management trends and is currently a guest columnist for Private Asset Management. He is also frequent speaker at industry conferences.

An international bestselling author, Allan has penned three biographies, including Jet Set: Memoir of an International Playboy; Fergie: Her Secret Life and, most recently, A Date with Death. In connection with his work as a writer, Allan also appears regularly on A&E and Fox.

David Smith is a founding partner of, and serves as executive vice president and group publisher for Charter Financial Publishing Network (CFPN), independent publishers, marketers and distributors of content for the financial services industry.

CFPN publishes Financial Advisor and Private Wealth magazines, and FAnews, and co-produces a number of conferences, workshops and webinars, including the Financial Advisor Symposium, Inside ETFs and Tech Tools for Today. Other CFPN publications include Nick Murray Interactive and Cultivating the Affluent. Previously Mr. Smith was senior vice president of Dow Jones Financial Publishing Corp., serving as publisher of Dow Jones Investment Advisor and Dow Jones Asset Management magazines.