Stephen is Chairman of the Global Family Office Group for Citi Private Bank. Citi serves over 1,000 family offices throughout the world. Stephen formerly was the Chief Investment Officer for a Seattle-based family office and has held senior leadership roles in other financial services and financial technology businesses. Stephen is a frequent speaker on formation and effective operation of family offices.
This should be a fascinating and informative discussion with one of the leaders in the family office space.
Contact Tara de Borja with questions.
Tuesday, November 6, 2018
7:00 am | Registration & Continental Breakfast
7:30 - 9:00 am | Program
Organizer: Davis Wright Tremaine