The 2008 Wealth Roundtable: Shopping the Million Dollar Store

by Editorial

It’s a global economy now, more than ever – join some of the nation’s premier financial wizards as they discuss the future of your money.

Aimee W. Daniels

Aimee W. Daniels

Our Participants:

JOHN T. “TERRY” BEATTY Jr. is a partner at Brown Advisory LLC, a registered investment advisor for $14 billion in assets. His 37 years of investment experience includes serving as president of Davidge & Company and Beaty Haynes & Associates, Inc. He has a B.A. degree from Princeton University and an M.B.A.from Harvard Business School.

AIMEE W. DANIELS is executive vice president and market president for HSBC Bank’s mid-Atlantic region. Her responsibilities include leading the bank’s expansion there as well as day-to-day oversight of the commercial, retail and embassy banking businesses. Her previous positions include being the partner in charge of sales and marketing for CapX Partners and senior vice president and division head of LaSalle Bank’s downtown Chicago office.

DEAN J. EISEN is an advisor with Citi Family Office in Washington, DC and a partner in The Scherer Group, a team inside Citi Institutional Consulting providing planning, investment and philanthropy advice to ultra-high net worth families and institutions. He previously worked in New York at CBS, Inc. as a senior financial analyst and spent 12 years in commercial real estate before joining UBS as a private client division advisor. Mr. Eisen is a graduate of City University of New York at Queens College.

LAWRENCE P. FISHER II is managing director and senior resident officer of the Bessemer Trust. He began his career at Riggs Bank in 1981 and worked at Maryland National Bank and its predecessor American Bank, Mellon Bank and U.S.Trust Company before joining Bessemer Trust. He holds a B.S.B.A. degree from Georgetwon University where he is a member of the board of visitors.

EDWARD J. MATHIAS is a managing director of the Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also co-chairman of the President’s Circle of the National Gallery of Art.

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