Archives: Coaches

Coach Details

Brittany Adamson, BBA, CFP, CLU, FEA

“I’m now proud to stand beside the other professionals from my cohort as a Family Enterprise Advisor. We help to protect our client families and their legacies through education and advice and the facilitation of dialogue around family, money and business.”

Adrian Altamirano, CFP, CIM, FEA, CEA, FCSI

“This program really does set the benchmark in the family enterprise advising field.”

Lindsay MacPhie, FEA

“Working with other advisors in a Team approach has been gratifying. I have already begun inviting other key advisors into planning meetings. This is what our clients want and deserve.“

Catherine Groleau, LL.B, CIM, FEA

“This program helped me understand that advising families is not solely about solutions, but primarily about the process and dialogue that leads you there. You actually have to listen more than you speak and simply guide the family to reach their own truths and conclusions; planning WITH the family and not FOR the family. Working […]

Daniel Diamond, CPA, CA, LPA, FEA

“Our team came together beautifully and we delivered a seamless and integrated service to the client in a way that clearly produced positive energy and the fuel for generating family cohesion and togetherness. And we had fun doing it, too. My biggest takeaway is that this area of service is in such high need… only […]

Mandy Sa, CIWM, FEA

“Working with a team of highly qualified multi-professional advisors was a great learning experience. Not only did I learn from my fellow cohorts, but I can say with confidence that I have found a network of like-minded professionals that I trust and would love to further collaborate with in the future.“

Gerry Meyer
Karen Alko
Pramodita Sharma

Dita is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She is a visiting scholar at the Family Business Centers at Kellogg School of Management, USA and Indian School of Business, India, and is an advisory board member of the Jönköping International Business School (JIBS), Sweden. Dita served […]

Ambra Mazzelli

Ambra Mazzelli is an Associate Professor of Strategy and Organizations at SKEMA Business School. Originally from Italy, Ambra lived and worked in Kuala Lumpur (Malaysia), Boston (USA), Montreal (Canada) and Lancaster (UK). Before joining SKEMA Business School, she was an Assistant Professor at the Asia School of Business and an International Faculty Fellow and Research […]

 
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