Anthony Markham is a Partner at Maitland. He has more than 30 years’ experience as an external international adviser and five years’ experience as a legal counsel to a multinational family office. He has a depth of experience in the issues which face international wealthy families and particular experience in managing the transition of wealth between generations. This includes negotiating the allocation of wealth and control with incoming family branches and members, tax issues, tax and regulatory issues and fiduciary issues. After qualifying in England and South Africa, Anthony joined the entity that was to become Maitland in 1983 in Luxembourg, became a partner in 1986, moved to the Isle of Man to open the Maitland office in 1990, and moved with Maitland to London in 2000. He then joined the E Oppenheimer & Son Family office in 2001, and returned to Maitland as a consultant in 2005. In March 2009, Anthony returned to Maitland’s Isle of Man office as a Partner and Director of the entity.
Anthony has been listed in the Citywealth Leaders List for a number of years. This list is compiled through the recommendation of industry peers, UHNW clients and charitable organisations.
Bruno Colmant is Head of Macro Research at Bank Degroof Petercam, since September 2015. He began his career at Arthur Andersen, Dewaay and Sofina. He was managing director at ING (1996-2006), Head of Cabinet of the Minister of Finance (2006-2007), president of the Brussels Stock Exchange, member of the Management Committee of NYSE Euronext and Chairman and CEO of Euronext Brussels (2007- 2009), and Deputy CEO of Ageas (2009-2011). From 2011 to September 2015 he was an academic advisor at Ageas and partner of the consulting firm Roland Berger.
Daniel C. Roarty was appointed Chief Investment Officer of AllianceBernstein’s Global Growth and Thematic team in 2013. He joined the firm in May 2011 and was named sector head for the technology sector on the Global/International Research Growth team on July 1, 2011, and team leader for that team in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed a large-cap growth strategy and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financial stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: New York
Frank Caruso is a Senior Vice President and Chief Investment Officer of US Growth Equities at AllianceBernstein, a position he has held since 2012. In this capacity, he oversees three services: US Large Cap Growth, US Core Opportunities and US Growth & Income. Caruso has been Team Leader of US Growth since 2008 and Team Leader of US Growth & Income since 2004. From 1995 to 2004, he served as a Growth & Income portfolio manager. Caruso joined the firm in 1993, when it acquired Shields Asset Management, where he had been director of Equities. Previously, he was a managing director and senior member of the Investment Policy Committee at Shearson Lehman Advisors, as well as CIO for Shearson Lehman Asset Management’s Directions and Capital Management businesses. Caruso was also formerly the lead portfolio manager for Shearson’s family of growth and income mutual funds. He holds a BA in business economics from the State University of New York, Oneonta, and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder. Location: New York
Brad Tank, Managing Director at Neuberger Berman, joined the firm in 2002 after 23 years of experience in trading and asset management. Brad is the Chief Investment Officer and Global Head of Fixed Income. He is a member of Neuberger Berman’s Operating, Investment Risk and Asset Allocation Committees and NBFI’s Senior Management Committee. He is a member of the firm’s Senior Management Committee and Asset Allocation Committee. From 1990 to 2002, Brad was director of fixed income for Strong Capital Management in Wisconsin. He was also a member of the Office of the CEO and headed institutional and intermediary distribution. In 1997, Brad was named “Runner Up” for Morningstar Mutual Fund Manager of the Year. From 1982 to 1990, he was a vice president at Salomon Brothers in the government, mortgage and financial institutions areas. Brad earned a BBA and an MBA from the University of Wisconsin.
Ken Taubes is Executive Vice President, Chief Investment Officer, U.S. of Pioneer Investments. He is Portfolio Manager of Pioneer Strategic Income Fund, Pioneer Bond Fund and Pioneer Multi-Asset Real Return Fund. Ken joined Pioneer Investments in 1998.
Gareth Isaac, CFA serves as a Senior Portfolio Manager of Schroder Investment Management North America Limited as well as a Senior Fixed Income Portfolio Manager and Head of Global Multi Sector Team at Schroder Investment Management Limited. He joined Schroders in 2011. Prior to that he was aprt of the investment teams of GLG Partners UK Limited, Societe Generale, AXA, Newton Investment Management as well as Manulife Financial and Midland Security Services.
Rick Rieder, Managing Director, is BlackRock’s Chief Investment Officer and Co-Head of Global Fixed Income platform, a member of BlackRock’s Global Operating Committee and Chairman of the BlackRock firm-wide Investment Council.
Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury. Mr. Rieder is currently a member of the Federal Reserve Bank of New York’s Investment Advisory Committee on Financial Markets, and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013, and was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014.
From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm’s Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm’s credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.
Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory’s Business School, and the University’s Investment Committee and is the Vice Chairman of the Finance Committee. Mr. Rieder is founder and chairman of the business school’s BBA investment fund and community financial literacy program.
Mr. Rieder serves as Chairman of the Board of North Star Academy’s eleven Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Committee, and on the board of advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.
Joseph V. Amato is President of Neuberger Berman Group LLC and Chief Investment Officer. He is also a member of the firm’s Board of Directors and its Audit Committee. Prior to this role, Joe served as Lehman Brothers’ Global Head of Asset Management and head of its Neuberger Berman subsidiary, a position he held from April 2006. From 1996 thru 2006, Joe held senior level positions within Lehman Brothers’ Capital Markets business serving as Global Head of Equity Research for the bulk of that time. During his tenure as head of research, Lehman Brothers’ ranking in the annual Institutional Investor’s “All-American Team” equity research survey rose from #12 in 1997 to #1 in 2003. Joe received his Bachelor of Science from Georgetown University.
