The 14th annual record of notably social individuals from politics, diplomacy, business, philanthropy, and the arts.
Enrico and Andrea Cecchi (Photo by Joseph Allen)
A
Mr. and Mrs. JAMES ABDO (Mai)
Mr. and Mrs. WILLIAM ABEL-SMITH (Mimi)
The Honorable and Mrs. TYLER ABELL (Bess)
The Honorable DAVID C. ACHESON
Mr. GLEN ACKERMAN and Mr. ERNESTO SANTALLA
Mr. THEO ADAMSTEIN and Ms. OLVIA DEMETRIOU
Four of the area’s top financial advisors discuss the markets, the new administration, and where to invest now.
Benjamin J. Ledyard
Our Participants:
RIC EDELMAN is chairman and CEO of Edelman Financial and host of “The Ric Edelman Show.” He is an investment advisor representative and the best-selling author of seven books on personal finance. His firm manages billions of dollars for consumers nationwide.
SHANNON M. KENNEDY is a global director at the Northern Trust Company within the wealth management division. She joined Northern Trust in 1987 and is a recognized leader in serving the complex financial requirements of families and family offices.
BENJAMIN J. LEDYARD is a managing director and senior wealth strategist for Wilmington Trust Company, where he has worked with high-net-worth families, business owners, and executives for more than 15 years. He holds a law degree from Widener University School of Law and bachelor’s degree from the University of Delaware.
RODERICK VON LIPSEYis a managing director at UBS Financial Services, Inc, where he leads the private wealth management business for the Washington, D.C. region. His career in finance began in New York at Goldman, Sachs & Co. after serving 20 years on active duty in the U.S. Marine Corps.
Moderator EDWARD J. MATHIAS is a managing director of the Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also cochairman of the President’s Circle of the National Gallery of Art.
It’s a global economy now, more than ever – join some of the nation’s premier financial wizards as they discuss the future of your money.
Aimee W. Daniels
Our Participants:
JOHN T. “TERRY” BEATTY Jr. is a partner at Brown Advisory LLC, a registered investment advisor for $14 billion in assets. His 37 years of investment experience includes serving as president of Davidge & Company and Beaty Haynes & Associates, Inc. He has a B.A. degree from Princeton University and an M.B.A.from Harvard Business School.
AIMEE W. DANIELS is executive vice president and market president for HSBC Bank’s mid-Atlantic region. Her responsibilities include leading the bank’s expansion there as well as day-to-day oversight of the commercial, retail and embassy banking businesses. Her previous positions include being the partner in charge of sales and marketing for CapX Partners and senior vice president and division head of LaSalle Bank’s downtown Chicago office.
DEAN J. EISEN is an advisor with Citi Family Office in Washington, DC and a partner in The Scherer Group, a team inside Citi Institutional Consulting providing planning, investment and philanthropy advice to ultra-high net worth families and institutions. He previously worked in New York at CBS, Inc. as a senior financial analyst and spent 12 years in commercial real estate before joining UBS as a private client division advisor. Mr. Eisen is a graduate of City University of New York at Queens College.
LAWRENCE P. FISHER II is managing director and senior resident officer of the Bessemer Trust. He began his career at Riggs Bank in 1981 and worked at Maryland National Bank and its predecessor American Bank, Mellon Bank and U.S.Trust Company before joining Bessemer Trust. He holds a B.S.B.A. degree from Georgetwon University where he is a member of the board of visitors.
EDWARD J. MATHIAS is a managing director of the Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also co-chairman of the President’s Circle of the National Gallery of Art.
Wealth Management in Washington.
Curtin Winsor
WL sat down with four of the area’s premier financial minds to discuss the issues that weigh on the minds of local investors. From globalization to taxes to the real estate market, we cover all the bases.
Our Participants:
MICHAEL N. HARRELD is president of the greater Washington region of PNC Bank. Harreld is responsible for overseeing all aspects of PNC’s operations in greater Washington, including retail banking, corporate and institutional banking, wealth management and community-based activities. He is also active in a variety of civic activities.
PAUL G. VEITH is a managing director and senior client advisor for Rockefeller & Co., based in Washington, D.C. He has worked with high net worth individuals, wealthy families, and institutions for over 20 years. He holds an A.B. in economics from Georgetown University and an M.B.A. in finance from George Mason University.
CURTIN WINSOR is the co-founder and chairman of Bank of Georgetown. In addition, Mr. Winsor sits on the board of directors of several hedge funds and investment partnerships and is active in civic and charitable causes in the Washington, D.C. area.
EDWARD J. MATHIAS is a managing director of The Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also co-chair of the President’s Circle at the National Gallery of Art.
Private investment experts explain how to invest smart locally and internationally.
Edward J. Mathias is Managing Director of The Carlyle Group. He is based in Washington, D.C. Prior to joining Carlyle in January 1994, Mr. Mathias was a member of the Management Committee and Board of Directors of T. Rowe Price Associates, Inc. He was instrumental in the founding of The Carlyle Group and assisted in raising the firm’s initial capital. Mr. Mathias holds an M.B.A. from the Harvard Business School and an undergraduate degree from the University of Pennsylvania, where he presently serves as a Trustee.
Steve Thormahlen is Director, President, and Chief Executive Officer of Fiduciary Investment Management International, Inc., a Portfolio Manager and a member of the Investment Policy Committee of Fiduciary Trust International, Inc. Prior to joining Fiduciary, Mr. Thormahlen was President of Thormahlen Investment Management, Inc., a private investment counseling firm he founded in 1989. Mr. Thormahlen began his investment career in 1977 with Riggs Bank Trust Department.
Lawrence P. Fisher II is Managing Director and Senior Resident Officer, Washington, D.C. Prior to joining Bessemer Trust, Mr. Fisher was a Senior Vice President with U.S. Trust Company, which he joined in 1998. Her serves of the boards of GMAC, Wolf Trap, Georgetown’s McDonough School of Business, and Junior Achievement, as well as many other local fundraising events.
Neil Folger is Senior Vice President at Folger Nolan Fleming Douglas Capital Management, Inc. He formerly held positions of Vice President in the Individual Investment Management Department of Fiduciary Trust Company International, Associate in the Investment Banking Department of Wertheim Schroder & Co., and Associate in the Corporate Finance Department of Bankers Trust Company. Neil earned his Bachelor of Arts degree from Harvard College in 1984 and his Master in Business Administration degree from Harvard Business School in 1989.
WL Photos WLTV
