You’ll learn about:
- How to build a portfolio that can help you withstand volatility and market surprises for the long run
- How to invest in a way that aligns with your values and gets the next generation on-board with wealth management
- How to navigate the many competing priorities involved with financial planning when you have priorities for your family that span generations
Plus: what you need to know about getting started in building a comprehensive financial plan.
Our fantastic workshop hosts bring a wealth of knowledge and experience in investment management and estate planning.
May Seeman, CFA
is a financial industry veteran and former President and CEO MEAG New York, the $45 billion internal asset manager for global reinsurance company Munich Re. Upon retiring in 2017, May became the Chair of the Finance & Investment Committee at the UC Davis Foundation, where she took the lead in advocating for and implementing the Foundation’s first-ever ESG investing framework. May is also a director with the Weiss Strategic Interval Fund and a consultant for Andy Transport, one of the 500 fastest-growing companies in Canada.
Jennifer Wagner, CFA
is the Director of Traditional Assets at Interventure Capital Group and a specialist in portfolio management, asset allocation, and due diligence. She has a deep well of experience in managing portfolios for multigenerational interests, including family offices, trusts, endowments, foundations and pension plans. Her broad perspective provides insights into the careful process of balancing of short-term and long-term priorities within a single portfolio.
Sarah Escolas, Esq.
is a Senior Associate with Donohue, O’Connell & Riley PLLC and a seasoned estate attorney focused on empowering individuals and families through careful and thoughtful planning. As she puts it, “We work our whole lives to become physically and financially independent, but as we age there is a strong likelihood we will have to rely on others at some point to meet our physical and financial needs.” Sarah is a former Member of the Board of the Collaborative Law Association of Rochester.
Hosted by Stembrook Asset Management
Peter D’Agati, CFA
Peter is the Founder and President of Stembrook Asset Management, and is actively involved in all investment and research activities of the firm.
Prior to founding Stembrook Asset Management, Peter was founder and Head of Portfolio Strategy Research at Brown Brothers Harriman. In this role, he was responsible for developing the high-level investment strategies for client investments, representing $45 billion of investment assets. Peter served as Chairman of the Investment Committee and also co-founded Brown Brothers Harriman’s Tax-Efficient Risk Management practice. Prior to this, Peter spent four years with Lazard Asset Management.
Credentials
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- Providence College, Bachelor of Science in Mathematics and Finance, with honors
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- Chartered Financial Analyst designation
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- FINRA Investment Advisor Representative (Series 65)
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Just for Fun
Peter is an active member of his community, sitting on the Board of the Historic Paulus Hook Association for community preservation and development. He serves and has previously served as an advisor to various for-profit and not-for-profit organizations. Peter and his wife, Jenn enjoy raising their two young boys in a brownstone they renovated in Jersey City, NJ. In his free time, Peter enjoys sailing, fine woodworking, and creating fine objects in leather.
Tom Kosinski
Tom is a Portfolio Manager and has been with Stembrook since 2010. Tom counsels clients and directs the firms daily trading and rebalancing activities. Since joining as an analyst, Tom has enhanced and continued to develop the asset allocation models that the firm uses for building client portfolios and forecasting asset class returns. In addition, Tom has refined the Stembrook Wealth Planning tool, used in developing clients’ personalized Stembrook Strategic Investment Plan. Prior to joining Stembrook, Tom worked at Merrill Lynch Global Wealth Management and Lucas Capital Management.
Credentials
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- Villanova University, BA, Finance and Economics
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- FINRA Investment Advisor Representative (Series 65)
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Just for Fun
Tom lives in Red Bank, New Jersey with his wife Martha. When not in the office, Tom spends most of his time on the water. He has a passion for saltwater fly and light tackle fishing and competitive sailing and has published numerous articles and presents seminars on saltwater fishing. Tom and Martha enjoy traveling and attending Villanova basketball games when they are not spending time on the water.
About the firm
Stembrook provides sophisticated wealth management strategies to individuals and families who are passionate about realizing their dreams. Our clients are generally busy, striving individuals and families who have worked hard to achieve their goals.
Whether you are accumulating assets, in the process of managing a liquidity event, or strategizing for a long-term wealth distribution plan, we’re here to provide you with objective guidance at every stage.