Membership Pierre is a wealth consultant and a Partner at Cerity Partners, LLC, a full-service multi-family office, financial planning, and wealth advisory firm managing approximately $100 billion for more than twenty thousand clients from thirty offices nationwide. He works with his clients on their business endeavors and also their investments, tax matters, financial planning, and…
Education/Best Practices Committee Chair Robert E. Akeson is Managing Director, Investment Banking at Riverside Management Group (“RMG”), where he focuses on fintech and asset management companies. Since 1996, RMG has provided financial advisory and investment banking services to companies, funds and entrepreneurs. Previously, he was Chief Operating Officer and Co-Head of Prime Brokerage at Mirae…
Monthly Forum Committee Chair B.J. Bellock, MBA, is a Licensed Real Estate Salesperson, with KellerWilliams Commercial New York & Connecticut. He has over 25 years ofexperience in the financial industry, dedicating most of his career toworking with Alternative Investors, including Hedge Funds, VentureCapital Funds and Private Equity Funds along with other InstitutionalInvestors. He has served…
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