As of 10 August 2017 she still owns at least 7,512 units of Walt Disney Co stock. The oldest executive at Walt Disney Co (The) is Ronald L. Iden, 74, who is the Sr. VP & Chief Security Officer. a completely independent global advisory firm offering family office solutions to ultra high net worth Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. There are 14 executives at Walt Disney Co getting paid more, with RobertIger having the highest compensation of $47,517,800. Founded in 1886, Atlanta-headquartered Coca-Cola is the world's largest nonalcoholic beverage company, with a strong portfolio of 200 brands covering key categories including carbonated soft drinks, water, sports, energy, juice, and coffee. Inlign is the leading wealth management firm in southwest US with more than $2 billion in assets under advisement. New York, NY March 9, 2018 WE Family Offices, the independent, family-focused wealth management firm proudly announces today that Chief Executive Maria Elena (Mel) As an outsourced family office for an ultra-high net worth family; Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $742,937 and over the last 20 years she sold DIS stock worth over $0. You can see the complete history of Ms. Lagomasino stock trades at the bottom of the page. Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $769,980 and over the last 20 years she sold DIS stock worth over $0. She broke many glass ceilings and was one tough lady. In addition, she makes $346,530 as Independent Director at Walt Disney Co. . There are 14 executives at Walt Disney Co getting paid more, with RobertIger having the highest compensation of $47,517,800. Maria Lagomasino is 70, she's been the Independent Director of Walt Disney Co since 2015. WebMaria Elena Lagomasino "Maria Elena (Mel) Lagomasino is CEO and managing partner of WE Family Offices, a global family office serving ultra-high net worth families.She is a recognized leader in the wealth management industry, and is a founder of the Institute for the Fiduciary Standard. Ms. Lagomasino is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society. She is also on the board of The Coca-Cola Co., WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Ms. Lagomasino is a member of the Council on Foreign Relations, and is a founder of the Institute for the Fiduciary Standard. The estimated Net Worth of Maria Elena Lagomasino is at least $1.12 Million dollars as of 10 August 2017. The estimated Net Worth of Maria Elena Lagomasino is at least $1.04 Milin dollars as of 10 August 2017. Maria's mailing address filed with the SEC is 500 SOUTH BUENA VISTA STREET, , BURBANK, CA, 91521. , Maria Elena Lagomasino is Her experience at JP Morgan Private Bank included management of that firm's international operations and this experience contributes an understanding of conducting business internationally. She is a director of the Americas Society and served as a Trustee of the National Geographic Society from 2007 to 2015. Walt Disney Co executives and other stock owners filed with the SEC include: wallmine & ndash; . Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. , GuruFocus.com is not operated by a broker or a dealer. Other key executives at Avon Products Inc include Following the Chase-JP Morgan merger, she became chairman and chief executive officer of JP Morgan Private Bank. Provides CEO, CFO, Director and Chief Executives trade reports, independent equity research, and stock screening. 7,473 shares on May 7, 2014, which The most recent stock trade was executed by Brent Woodford on 25 April 2023, trading 1,145 units of DIS stock currently worth $113,538. of Ms. Lagomasino contributes to the mix of experience and qualifications the Board seeks to maintain primarily through her experience in leading a variety of firms in the wealth management industry and her experience on other public company boards. There are 3 older and 20 younger executives at Walt Disney Co. GuruFocus also compares Maria Elena Lagomasino's trading performance to market benchmark return within the same time period. Walt Disney Co executives and other stock owners filed with the SEC include: Add meg a wallmine-t egy prblkozssal ez ingyenes. and Fordham University (M.B.A.). In addition, she makes $346,530 as Independent Director at Walt Disney Co. Maria has made over 10 trades of the Walt Disney Co stock since 2004, according to the Form 4 filled with the SEC. Coca-Cola generates around two thirds of its total revenues overseas, with a significant portion from emerging economies in Latin America and Asia. GuruFocus tracks the stock performance after each of Maria Elena Lagomasino's buying transactions within different timeframes. 41 0 obj <>stream %PDF-1.6 % Sr EVP & General Counsel & Secy Horacio E Gutierrez In summary, during the past 3 months, insiders sold 3,423 shares of The Walt Disney Co (DIS) in total and bought 0 shares, with a net Ms. Lagomasino is the Chief Executive acquisition She served as a director of the Coca-Cola Company from 2003 to 2006 and from 2008 to the present, and she served as a director of Avon Products, Inc. from 2001 to March 2016. Maria Elena Lagomasino Recognized for a Lifetime of Putting Clients First. The estimated Net Worth of Maria Elena Lagomasino is at least $1.08 Milion dollars as of 10 August 2017. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Ms. Lagomasino owns over 976 units of Walt Disney Co Over the last 17 years, insiders at Walt Disney Co have traded over $398,847,686 worth of Walt Disney Co stock and bought 31,486 units worth $1,067,286 Maria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. There are 14 executives at Walt Disney Co getting paid more, with RobertIger having the highest compensation of $47,517,800. The most-recent trade in Coca-Cola Co is the She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase's worldwide private banking business in 1997. The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes Parks, Experiences and Products; Media & Entertainment Distribution; and three content groupsStudios, General Entertainment and Sportsfocused on developing and producing content for DTC, theatrical and linear platforms. Maria Elena Lagomasino around $99,839. of 293,972 shares made by Brian John Smith As CEO and Managing Partner of WE Family Offices, a global family office serving ultra high net worth families, she engages client families to build their wealth enterprises and provide the support and control they need to manage their wealth as a successful business enterprise. Disney is a Dow 30 company and had annual revenues of $65.4 billion in its Fiscal Year 2020. You can see the complete history of Ms. Lagomasino stock trades at the bottom of the page. She served as a Trustee of the National Geographic Society from 2007 to 2015. On average, Maria trades about 418 units every 53 days since 2003. a net g`=p_MNkj&fFSu D Past performance is a poor indicator of future performance. sale Home > Career, Teambuilding > maria elena lagomasino husband. Linked companies : The Coca-Cola Company - The Walt Disney Company. Board trustees Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $769,980 and over the last 20 years she sold DIS stock worth over $0. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Mel serves on the boards of The Walt Disney Company and The Coca-Cola Company. The estimated Net Worth of Maria Elena Lagomasino is at least $1.09 Milione dollars as of 10 August 2017. , Above is the net worth, insider trading, and ownership report for Maria Elena Lagomasino. Disney is a Dow 30 company and had annual revenues of $65.4 billion in its Fiscal Year 2020. The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes Parks, Experiences and Products; Media & Entertainment Distribution; and three content groupsStudios, General Entertainment and Sportsfocused on developing and producing content for DTC, theatrical and linear platforms. Lagomasino On average, Walt Disney Co executives and independent directors trade stock every 11 days with the average trade being worth of $4,108,815. In 2007, she was named Hispanic Business Woman of the Year by Hispanic Business magazine. Ms. Lagomasino is the Chief Executive Maria Lagomasino is 70, she's been the Independent Director of Walt Disney Co since 2015. For example, when Bloomberg published a list of the top 50 largest family offices (Bloomberg 2014), based on their assets under management (AUM), Zeuner, Lagomasino, and Ulloa. In addition, she makes $346,530 as Independent Director at Walt Disney Co. The largest trade she's ever made was exercising 8,000 units of Walt Disney Co stock on 25 February 2011 worth over $172,480. 0 Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. The most recent stock trade was executed by Brent Woodford on 25 April 2023, trading 1,145 units of DIS stock currently worth $113,538. Maria Elena Lagomasino Ms. Lagomasino owns over 976 units of Walt Disney Co of Maria's mailing address filed with the SEC is 500 SOUTH BUENA VISTA STREET, , BURBANK, CA, 91521. AMA specializes in catering to ultra high-net worth families, defined as those with more than $25 million in wealth and manages over $10 billion in assets. She served as a director of the Coca-Cola Company from 2003 to 2006 and from 2008 to the present and currently serves as the independent lead director of Coca-Cola, and she served as a director of Avon Products, Inc. from 2001 to March 2016. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. Maria Elena Lagomasino serves as Independent Director of the Company. As of 10 August 2017 she still owns at least 7,512 units of Walt Disney Co stock. Other recent insider transactions involving The Walt Disney Co (DIS) include She encourages freedom of choice, advocates valuing people, promotes the importance of empowering Avon Products Inc (AVP) sale Global President Fernandez Calero Miguel Angel There are 3 older and 20 younger executives at Walt Disney Co. The estimated Net Worth of Maria Elena Lagomasino is at least 1.15 $ dollars as of 10 August 2017. 0 transactions in Avon Products Inc (AVP) over the past 5 years. The largest trade she's ever made was exercising 8,000 units of Walt Disney Co stock on 25 February 2011 worth over $172,480. In leading firms in the wealth management industry, she has gained a deep understanding of finance, investment and capital markets and experience in leading complex organizations and in evaluating the strategies of businesses in a variety of industries with varying size and complexity. Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $751,876 and over the last 20 years she sold DIS stock worth over $0. In addition, she makes $346,530 as Independent Director at Walt Disney Co. Maria has made over 10 trades of the Walt Disney Co stock since 2004, according to the Form 4 filled with the SEC. In leading firms in the wealth management industry, she has gained a deep understanding of finance, investment and capital markets and experience in leading complex organizations and in evaluating the strategies of businesses in a variety of industries with varying size and complexity. From 2001 to 2005, Ms. Lagomasino was Chairman and Chief Executive Officer of JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm. sale Disney is a Dow 30 company and had annual revenues of $65.4 billion in its Fiscal Year 2020. , The performance of stocks bought by Maria Elena Lagomasino within 3 months outperforms 5 times out of 9 transactions in total compared to the return of S&P 500 within the same period. Heres what the Fortune 100 executives paid each other from 2008 to 2012. Maria Elena Lagomasino is a businesswoman who has been an executive at such companies as Coca-Cola and JP Morgan Chase. of 116,641 shares. Millstein Center at Columbia Law School Appoints Maria Elena (Mel) Lagomasino, CEO and Managing Partner of WE Family Offices, as Advisory Board Member January 12, 2022 The Millstein Center is pleased to announce the appointment of Maria Elena (Mel) Lagomasino to our advisory board. Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. Maria Elena Lagomasino serves as Independent Director of the Company. Ms. Lagomasino has been a Director of the Company since 2015. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. , WebMaria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. There are 14 executives at Walt Disney Co getting paid more, with RobertIger having the highest compensation of $47,517,800. Ms. Lagomasino has been a Director of the Company since 2015. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. 27 0 obj <>/Filter/FlateDecode/ID[<37FE0D957BC3EF19BBB631D6B14B5BD2>]/Index[8 34]/Info 7 0 R/Length 92/Prev 72438/Root 9 0 R/Size 42/Type/XRef/W[1 2 1]>>stream owns 37,599 shares of Avon Products Inc (AVP) as of May 7, 2014, with a value of $210,554 and a weighting of 8.43%. Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $751,050 and over the last 20 years she sold DIS stock worth over $0. There are 3 older and 20 younger executives at Walt Disney Co. She previously served as a Director of Avon Products, Inc. from December 2000 to March 2016. cost Submission of Matters to a Vote of Security Holders. She is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. She served as a Trustee of the National Geographic Society from 2007 to 2015. The oldest executive at Walt Disney Co (The) is Ronald L. Iden, 74, who is the Sr. VP & Chief Security Officer. Maria Elena Lagomasino is the director of The Walt Disney Co. Disney is a Dow 30 company and had annual revenues of $65.4 billion in its Fiscal Year 2020. sale SVP & General Counsel Monica Howard Douglas and other: Operating Unit President Henrique Braun . a net Do Not Sell or Share My Personal Information. Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. There are 3 older and 20 younger executives at Walt Disney Co. Most recently she bought 976 units of DIS Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, As the Independent Director of Walt Disney Co, the total compensation of Maria Lagomasino at Walt Disney Co is $346,530. The most recent stock trade was executed by Brent Woodford on 25 April 2023, trading 1,145 units of DIS stock currently worth $113,538. Her experience at JP Morgan Private Bank included management of that firm's international operations and this experience contributes an understanding of conducting business internationally. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. The largest trade she's ever made was exercising 8,000 units of Walt Disney Co stock on 25 February 2011 worth over $172,480. Maria Elena Lagomasino Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. *4N$e`w -!N&)qQy{=gU^>0^t/p9a}lo?o%naf2=8XAIw_*Z.j9n. The most recent stock trade was executed by Brent Woodford on 25 April 2023, trading 1,145 units of DIS stock currently worth $113,538. If you had a net worth of at least $25 million, what would you be reading on the beach? Maria Elena Lagomasino around $299,846. In leading firms in the wealth management industry, she has gained a deep understanding of finance, investment and capital markets and experience in leading complex organizations and in evaluating the strategies of businesses in a variety of industries with varying size and complexity. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. I identify most with Queen Elizabeth I of England. . Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. Over the last 17 years, insiders at Walt Disney Co have traded over $398,847,686 worth of Walt Disney Co stock and bought 31,486 units worth $1,067,286 In addition, she makes $346,530 as Independent Director at Walt Disney Co. In addition, she makes $346,530 as Independent Director at Walt Disney Co. Named Woman of Year, Hispanic Business magazine, 2007; named one of 25 Women to Watch, United States Banker, 2003, 25 Most Powerful Women in Finance, 2010; named to Hispanic Business Corporation Elite, 2004. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. YLB3130 2E3i1g From 2001 to 2005, Ms. Lagomasino was Chairman and Chief Executive Officer of JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm. maria elena lagomasino husband. In summary, during the past 3 months, insiders sold 155,296 shares of Coca-Cola Co (KO) in total and bought 0 shares, with a net The estimated Net Worth of Maria Elena Lagomasino is at least $1.12 Milln dollars as of 10 August 2017. , Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $731,519 and over the last 19 years she sold DIS stock worth over $0. a net The estimated Net Worth of Maria Elena Lagomasino is at least $1.12 dollars as of 10 August 2017. 0 transactions in The Walt Disney Co (DIS) over the past 5 years. CEO Maria Elena Lagomasino decided to formally poll bankers. of 1,418,136 shares. She served as a Trustee of the National Geographic Society from 2007 to 2015. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. In addition, she makes $346,530 as Independent Director at Walt Disney Co. Maria has made over 10 trades of the Walt Disney Co stock since 2004, according to the Form 4 filled with the SEC. From 2001 to 2005, Ms. Lagomasino was Chairman and Chief Executive Officer of JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm. Walt Disney Co executives and other stock owners filed with the SEC include: Probieren Sie wallmine & ndash; es ist kostenlos. . The estimated Net Worth of Maria Elena Lagomasino is at least $1.14 Million dollars as of 10 August 2017. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. To be detailed, the average return of stocks after 3 months bought by Maria Elena Lagomasino is 3.75%. Maria has made over 10 trades of the Walt Disney Co stock since 2004, according to the Form 4 filled with the SEC. endstream endobj 9 0 obj <> endobj 10 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/Type/Page>> endobj 11 0 obj <>stream CEO pay is determined by a companys board of directors. Avon Products Inc is a firm which manufactures and sells beauty and related products. WebMaria Elena Lagomasino net worth 393 Thousand Millions of dollars 74% Net worth score Disclamer: Maria Elena Lagomasino net worth displayed here are calculated Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. and 7,981 shares on February 24, 2014, which Over the past 18 months, "Before founding WE, Mel served as CEO of GenSpring Family The oldest executive at Walt Disney Co (The) is Ronald L. Iden, 74, who is the Sr. VP & Chief Security Officer. The most active insiders traders include Safra Catz, Sheryl Sandberg y Jack Dorsey. Maria Lagomasino is 70, she's been the Independent Director of Walt Disney Co since 2015. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. Ms. Lagomasino is a member of the Council on Foreign Relations, and is a founder of the Institute for the Fiduciary Standard. Walt Disney Co executives and other stock owners filed with the SEC include: Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Ms. Lagomasino owns over 976 units of Walt The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Her experience at JP Morgan Private Bank included management of that firm's international operations and this experience contributes an understanding of conducting business internationally. The Pay Pals project relies on financial research conducted by the Center for Economic Policy and Research. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Maria's mailing address filed with the SEC is 500 SOUTH BUENA VISTA STREET, , BURBANK, CA, 91521. Elena Maria Lagomasino owns about 7,513 units of Walt Disney Co common stock. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Ms. Lagomasino owns over 976 units of Walt Disney Co Over the last 17 years, insiders at Walt Disney Co have traded over $398,847,686 worth of Walt Disney Co stock and bought 31,486 units worth $1,067,286 Coca-Cola Co (KO) acquisition WebMaria Lagomasino is 73 years old today because Maria's birthday is on 03/27/1949.Maria Lagomasino lives in Naples, FL; previous city include Miami FL.Mariaelena E Lagomasino, Maria Elena Lagomasino, Maria Elena Lagomasimo, Maria E Lagomasino and Maria E Lacomasino are some of the alias or nicknames that Maria has used. )ivda N4_VY[/o>M}`f\/uv_~T9q+X.\mw*_r5lN[&0\*L1qdK[cm`d :TcVIVQ'tq&S}V&5%D[#V|-)0 ${lS E|VeQ+4@~G/b'@|e,#NS\-ygr1.. also In August 2015, Private Asset Management named Ms. Lagomasino one of the 50 most influential women in Summary. (a)The Annual Meeting of Shareowners of the Company was held on Tuesday, April 25, 2023. The most active insiders traders include Safra Catz, Sheryl Sandberg und Jack Dorsey. She is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. hb``d``````x Other key executives at The Walt Disney Co include The estimated Net Worth of Maria Elena Lagomasino is at least $1.08 Milion dollars as of 10 August 2017. sale She served as a Trustee of the National Geographic Society from 2007 to 2015. owns 7,513 shares of The Walt Disney Co (DIS) as of August 10, 2017, with a value of $770,083 and a weighting of 30.85%. SEVP Chf Corp Affairs Officer Geoff Morrell WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Coca-Cola Co (KO)'s detailed insider trading history can be found in Insider Trading Tracker table. a net Most recently she bought 976 units of DIS stock worth $99,884 on 10 August 2017. Maria Elena Lagomasino owns about Senior Vice President James E Thompson Maria Elena Lagomasino serves as Independent Director of the Company. WebMaria Elena Lagomasino, 68, is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. of 0 shares. Sr. EVP and Chief Comm Officer Kristina K Schake WebMaria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. On average, Walt Disney Co executives and independent directors trade stock every 11 days with the average trade being worth of $4,108,815. BURBANK, Calif., March 9, 2021 Shareholders of The Walt Disney Company (NYSE:DIS) re-elected all ten members of the Board of Directors at the virtual 2021 Annual Meeting held today. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. Maria Elena Lagomasino made Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $690,203 and over the last 20 years she sold DIS stock worth over $0. no insider transaction in Coca-Cola Co (KO). Walt Disney Co executives and other stock owners filed with the SEC include: Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. Those directors are compensated for the time they spend shaping the companys strategy. The estimated net worth of Maria Elena Lagomasino is at least $2 Million dollars as of 2023-05-01. . Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012's Top 25 Women in Finance. From October 2008 to December 2012, if you bought shares in companies when Maria Elena Lagomasino joined the board, and sold them when she left, you would have a 58.4 percent return on your investment, compared to a 50.7 percent return from the S&P 500. She is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013.
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