Angelo Robles
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You may view the upcoming schedule of Zoom chats on the events page here: Upcoming Events You will receive your invitations to the Zoom chats via the email you used to register for the Family Office Association. Using these links you will be able to register and attend the online sessions. Please do not share your invitations to these events – all attendees will be admitted based on membership rights.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Peter Mallouk, President and CEO of Creative Planning – a comprehensive wealth management service provider. Peter’s work includes investment management, financial planning, charitable planning, retirement plan consulting, tax service, and estate planning services.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jeremy Grantham, Co-Founder of GMO, LLC. and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Joelle Jarvis, Founder of The Mindset Partnership, Executive Coach to Some of the Most Powerful Families, VC and PE Partners. With over 20 years of unique experience having served and worked with some of our country’s most famous personalities, she shares her insights on what it takes to lead during challenging times