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DTSTART:20130110T223000Z
DTEND:20130111T010000Z
LOCATION:The Banker's Club
UID:680720130110T223000ZBalancing Investment Objectives/Fiduciaries (D) Directed Trusts in Florida (W)
DTSTAMP:20260413T153712Z
DESCRIPTION:\n \n \n \n \nDinner Sponsored by:  \n \n  \nAndrew Mehalko is President of AM Global Wealth Management. He has been in the investment management business for more than 24 years. This firm gives Andrew the opportunity to develop a company that fully represents his vision and his values. At the same time, it will allow him to develop and more importantly retain an investment culture enabling the firm to deliver high value-added discretionary investment and wealth management services. He believes that many of the complex investment needs of multi-generation ultra high net worth and high net worth families are often overlooked by traditional investment management firms. \n  \nAndrew served as Chief Investment Officer, Chairman of the investment committee, and a member of the operating committee for GenSpring Family Offices during his 12 year career with the company. GenSpring grew from $450 million of assets under advisement to over $20 billion, becoming one of the largest Multi- Family Office firms in the country. Andrew was responsible, as an owner and member of the management team, for the development and management of the discretionary investment management philosophy and process that helped GenSpring accomplish their impressive growth. \n  \nAndrew is a Chartered Financial Analyst, offering valuable business building experience, client service, and marketing expertise to the wealth management industry. He is currently on the Investment Committee Board for the University of North Carolina Greensboro Endowment Investment Fund, Arlington Family Offices Investment Committee, and a member of The Economic Club of New York.    \n \n \n \nAndrew received a Bachelor’s degree in Finance from the University of North Carolina Greensboro and completed course work in the Behavioral Finance seminar at Harvard University and the Investment Management Workshop a tHarvard University Business School. He holds the NASD Series 3 and 65 securities registrations. \n \n \n \n________________________________________________________________________________________________________________________\n \n \n \nJoan Crain is a senior director of BNY Mellon Wealth Management.  As a national wealth strategist, Joan works closely with portfolio managers, sales officers and advisors  to provide comprehensive wealth management to clients and their families.   \n \n \n \nJoan joined the firm in 2001 and has more than 25 years of experience in financial services, banking, and investments. Joan specializes in retirement, business succession and philanthropic planning. She has considerable experience working with large multi-generational families. She is frequently invited to speak to professional and client groups, and has been featured in numerous business publications. \n  \n \n
SUMMARY:Balancing Investment Objectives/Fiduciaries (D) Directed Trusts in Florida (W) - Estate Planning Council of Greater Miami 
PRIORITY:3
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DESCRIPTION:Reminder
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