How Do You Practice Wealth Management? A Peer-to-Peer Masterclass

• Investments - Asset Allocation.
• Planning - Trusts and Estates.
• Investments - Equities.
• Practice Management - Business Development / Retention.
• Practice Management - Client Communication & Behavior.

CONVERSATION STARTERS

Amy Born, CFA, CFP®, CIMA | Amy has over 20 years of financial industry experience. Prior to joining SVB Private, Amy was a wealth advisor at Boston Private Wealth (acquired by SVB), Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles. Amy frequently volunteers her time providing financial advice to low-income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles. She is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA) designations.Back To Top ^^

Arielle Bittoni, CFA, CFP® | Arielle Bittoni CFA, CFP® is the Chief Wealth Strategist for Refresh Investments LLC, a financial advisory firm dedicated to helping women and families manage their wealth. Arielle’s 20 year investment career encompasses multiple roles in the financial industry including litigation consultant, fixed income trader, and financial advisor. She earned bachelor degrees in Applied Mathematics and Economics from the University of California, Berkeley, and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Arielle is the Chair of the Women's Advisory Council for the CFA Society Los Angeles, and co-founder of Collaborative WIM.Back To Top ^^

Yves-Marc Courtines, CFA, CFP® | is the founder of Boundless Advice, easing the burden of complex financial chores for clients so they can re-focus on excelling at work, enjoying time with family and friends, and pursuing an active lifestyle of sport and travel. Specialty solutions for clients with wealth concentrated in stock options or their privately held business. Prior to founding Boundless Advice, Yves-Marc’s had successful Wall Street and Main Street careers as an investment banker and mortgage banker, respectively. Firms included DLJ/Credit Suisse, ROTH Capital/Argyle Street Management and NY Mortgage Co. Mr. Courtines is a graduate of Georgetown University, is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He chairs CFA Society Los Angeles’ popular Wealth Management Excellence Summits, is a founding member of the Wealth Management League in LA and is a board member of privately-held AdvicePay, Inc. A reformed New Yorker, Yves-Marc lives in southern California with his wife and young daughter, who indulge his running, cycling and overseas travel addictions as much as they can.Back To Top ^^

John DeFonso, CFA, CPWA® | John has been in the wealth advisory business for over 20 years providing advice, investment management, and planning. John is a Chartered Financial Analyst® charterholder and is also a Certified Private Wealth Advisor® designee. John serves on the Wealth Management Advisory Board and the FinTech Advisory Board for the 2400 member CFA Society of Los Angeles. He is also a member of the Wealth Management League an invitation only, idea sharing, wealth management network. John earned his BS in Economics from the Wharton School of the University of Pennsylvania. He enjoys traveling, having visited 50+ countries, golfing, skiing, and backcountry hiking. He and his wife are sometimes proud parents of two usually good children;Back To Top ^^