New York, NY. July 7, 2016— Aviva Pinto, CDFA®, Director with Bronfman E. L. Rothschild, will lead a panel discussion at the upcoming Family Office and Wealth Management Forum.
The forum, to be held July 18 – 20 at the Hyatt Regency Newport in Newport, Rhode Island, is presented annually
by the OPAL Group, drawing thousands of attendees from single and multi-family offices as well as private
investors.
Pinto, a financial advisor based in New York who has served as client relations manager for multi-family offices, will moderate a panel July 18 titled “Thinking Outside the Box – Investing in Non-Correlated Alternative Assets.”
Panelists will include:
- John Bailey, Founder and CEO, Spruce Investment Advisors, LLC
- Chris Warren, CEO, Clean Energy Advisors
- Caleb Wong, Vice President and Portfolio Manager, Oppenheimer Funds, Inc.
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth
knowledge and experience, specialized wealth management advisors help families and individuals clarify their
financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $3.8 billion in client
assets under management*, the firm works to understand each client’s goals and offers candid advice and
guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement
plans, overseeing investment fund selection and monitoring, providing fiduciary oversight, and offering its unique
Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and
administration professionals specialize in assisting with the design, implementation, and administration of qualified
retirement plans. They also provide consulting services on a wide range of retirement plan issues including plan
termination, IRS and DOL audits, and plan corrections under IRS and DOL approved procedures.
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*client assets under management as of 12/31/15
