Loading Events

« All Events

  • This event has passed.

Executive Dialogue Group Special Event – January 2019

January 10 at 7:30 am

We welcome all corporate decision-makers, chief executive officers, chief operating officers, financial executives and other corporate officers to this exciting and informative program.

January 10, 2019

Registration: 7:30–8:00 AM
Program: 8:00–10:30 AM

 

Stevenson University
GREENSPRING CAMPUS
Inscape Theatre
1525 Greenspring Valley Road
Stevenson, MD, 21153-0641

Presenters:

Leo Kelly, Verdence Capital Advisors
Leo Kelly is the Founder, CEO, and co-CIO of Verdence Capital Advisors, a wealth advisory firm with over $2 Billion in assets under management. Verdence services ultra-high-net-worth investors. Leo’s perspectives and business philosophies are regularly included on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio. Prior to founding Verdence Capital Advisors, Kelly was a Managing Director, Partner at HighTower Advisors. He was formerly a Managing Director and Circle of Champions member at Merrill Lynch.

Marc Weller, Weller Development
Marc Weller is President and Founding Partner of Weller Development. He is a senior real estate executive with over 20 years of experience developing and building real estate development projects.  In 2013, Marc partnered with Under Armour Founder, Chairman and CEO, Kevin Plank, and founded Sagamore Development Company and their latest development venture is Port Covington.

James F. Eaton III, KatzAbosch
James Eaton is a CPA and Principal in KatzAbosch’s Tax Department and Co‐Chair of the firm’s Personal Financial Planning Group. He joined the firm in 2013. James’ experience with complex business and real estate taxation make him uniquely well suited to working with the owners of the firm’s core closely held business clients on projects such as multi-year tax planning, tax efficient entity structuring, business continuity planning and intergenerational wealth transfer.

Error: Embedded data could not be displayed.
Error: Embedded data could not be displayed.

Details

Date:
January 10
Time:
7:30 am - 10:30 am
Event Category:

Venue

Stevenson University Greenspring Campus
1525 Greenspring Valley Road
Stevenson, MD 21153 United States

Organizer

Buddy Potler
Phone:
(443) 738-1582
Email:
bpotler@offitkurman.com