2008 Annual Meeting Sponsors and Representatives

ACTEC thanks the following organizations and their representatives who sponsored the events noted at ACTEC's 2008 Annual Meeting, held at the Boca Raton Resort and Club, Boca Raton, Florida, from March 5 to March 10, 2008.

Bessemer Trust Company
Breakfast and Annual Business Meeting

630 Fifth Avenue
New York, New York 10111

Representatives: 

•    Suzanne DeWitt—(305) 372-5005
•    JoAnn Engelhardt—(561) 835-8310

Brown Brothers Harriman Trust Company
President’s Cocktail Reception on Saturday

140 Broadway
New York, New York 10005-1011
Phone:  678-538-2000

 

Representatives: 

•    Jack Borland—(561) 515-0627
•    John Lee—(212) 493-7708

Citi Trust
Coffee Breaks

485 Lexington Avenue, 10th Floor
New York, New York 10017            

 

Representatives:

•    Tom Martyn—(212) 559-5558
•    John Maus—(212) 783-3703
•    John Powers—(212) 559-7974
•    Peter Randazzo—(605) 731-2777

Duff & Phelps LLC
Regents Luncheon

311 South Wacker Drive, Suite 4200 
Chicago, Illinois 60606 

Representatives: 

•    John Osswald—(312) 697-4657
•    Dan Van Vleet—(312) 697-4670

Empire Valuation 
Boca Lobsterfest

350 5th Avenue, Suite 5513 
New York, New York 10118 

Representatives: 

•    Charles "Chuck" Coyne—(860) 521-7575
•    William "Bill" Lockwood—(212) 714-0122
•    Scott Nammacher—(212) 714-0122
•    Gregory "Greg" Sullivan—(585) 475-9260

Fidelity Charitable Services
Regents Breakfast

200 Seaport Lane, Mail Zone ZE7D 
Boston, Massachusetts 02210 

Representatives: 

•    Edward Farrington—(617) 392-1188
•    Allyson McDonald—(617) 563-6820
•    Anthony Segala—(310) 384-9406
•    Jeff Sheridan—(415) 445-7970

Fiduciary Trust Company International
Dinner Dance

600 5th Avenue
New York, New York 10018

 

Representatives:

•    Kurt Brimberry—(212) 596-8605
•    Thomas Kenney—(212) 596-8620
•    Sharon Klein—(212) 632-3373
•    Ellen Kratzer—(212) 632-3228
•    John Pettenati—(212) 632-3170

FMV Opinions, Inc.
Friday's Breakfast Buffet

60 E. 42nd Street, Suite 3006 
New York, New York 10165 

Representatives: 

•    Marcia Nelson—(212) 697-4378
•    Philip Schwab—(949) 759-4499

Genspring Family Offices
Saturday's Breakfast Buffet/Sunday's Breakfast Buffet

3801 PGA Boulevard, Suite 555 
Palm Beach Gardens, Florida 33410 

Representatives: 

•    William "Bill" Barbeosch-(212) 405-4783 
•    David Bokman -(404) 419-3242 
•    Julio Castro-(727) 456-5300 
•    Michael Cozene-(727) 456-5300 
•    Jennifer Eaton-(561) 354-2542

Global Consultants and Services Limited
Reception for First Timers and New Fellows

10th Floor, Baskerville House 
13 Duddell Street 
Central, Hong Kong 

Representatives: 

•    Vance Amory—(869) 469-3498
•    Carlyle Rogers—(264) 498-5858

Goldman Sachs Trust Company
Trachtman Lecture

One New York Plaza 
New York, New York 10004 

Representatives: 

•    Timothy Brugh—(415) 393-7570 
•    Jeffay Chang—(212) 357-3559 
•    Michael L. Duffy—(404) 846-7224 
•    Jim Goodrich—(312) 655-4641 
•    Chiara Jovanovic—(212) 902-1961

Howard Frazier Barker Elliott
Committee Dinner/"For Love of Politics: Bill and Hillary Clinton: The White House Years"

The Mellie Esperson Building 
815 Walker, Suite 1140 
Dallas, Texas 77002 

Representatives: 

Don Barker—(713) 225-9580
Alex Howard—(713) 225-9580 
Garry Marshall—(713) 225-9580

HSBC Private Bank, a division of HSBC Bank USA, N.A.
Committee Lunches

425 Fifth Avenue 
New York, New York 10018 

Representatives: 

Robert Constantine—Robert is an ACTEC Fellow 
Barbara C. Humphrey—(212) 525-8108 
Gerard F. Joyce, Jr.—(212) 525-2400 
Matthew W. Ryan—(518) 432-2046

The Insurance Design Center
Tennis Tournaments

500 Lake Cook Road, Suite 270 
Deerfield, Illinois 60015 

Representatives: 

•    Allan Goldstein—(847) 943-0800
•    Leigh Harter—(847) 943-0800

The Northern Trust Company
President's Welcome Reception

50 South LaSalle
Chicago, Illinois 60603

 

Representatives: 

•    Edward Joyce—(305) 789-1118
•    Bette Lehmberg—(713) 336-6109
•    Daniel F. Lindley—(302) 428-8704
•    David Llewellyn—(305) 789-1545
•    R. Hugh Magill—(312) 630-8157

Sotheby’s
Regents and State Chairs Dinner

1334 York Avenue 
New York, New York 10021

 

Representatives: 

•    Bonnie Brennan—(212) 606-7243
•    Sarah B. Cetrulo—(212) 606-7993
•    Hugh Hildesley—(212) 606-7000
•    Deborah Schmidt Robinson—(212) 894-1122
•    Cassie Spencer—(312) 475-7910
•    Richard S. Wolf—(212) 606-7000

U.S. Trust, Bank of America Private Wealth Management
Seminar Materials/Books After Breakfast

114 West 47th Street
New York, New York 10036

 

Representatives: 

•    Mitchell Drossman—(212) 852-1977 
•    James Marion—(312) 904-4966
•    Michael McCarthy—(213) 861-5015
•    Susan Porter—(212) 852-3516