Building your “A” Team– What You Should Seek in Financial Advisors

With stock markets volatile, tax rates uncertain and estate laws facing review, these are challenging times even for the best professional advisors. Are yours making the grade? Building your team of trusted financial advisers takes time and effort, but having people who are on your side can pay off handsomely. During this session a panel of industry experts will share best practices and provide answers to your questions in order to assist you in finding the best fit.


Bita Ardalan, Executive Vice President, Specialized Industries Administration, Union Bank


Mike Jones, Partner, Holland & Knight LLP

Anthony Caporrino, Managing Director, Transaction Advisory, Alvarez & Marsal

Tom Barry, Partner, Green Hasson Janks

Dickson Suit, Managing Director and Partner, Ironwood Capital

Myra Juetten, Senior Vice President, SR Relationship Manager — Environmental Industries, Union Bank

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