transfer of assets
Thank you to our Special Gold Sponsor
Over the next few decades, the world will experience the largest intergenerational wealth transfer. Marc Broderick and Uday Shah from U.S. Trust will host an interactive discussion on how Not for Profits and specifically Planned Giving Officers can position themselves to benefit from this event.
agenda12:00 pm Registration, Networking & Lunch
12:20 pm Welcome & Announcements
12:30 pm Presentation
1:30 pm Program Adjourns
About the Speaker
Senior Vice President, Private Client Advisor
Marc Broderick is a Senior Vice President, Institutional Client Advisor and Private Client Advisor in the McLean, Virginia office of U.S. Trust, Bank of America Private Wealth Management. Marc provides wealth and investment strategies to high net worth individuals and nonprofit institutions. Working in concert with a team of U.S. Trust specialists, Marc serves clients who require sophisticated analysis, tailored strategy, and intensive service. As a former not-for-profit executive, Marc also leads a team of institutional specialists to create customized solutions to complex challenges that are attuned to clients’ goals, values and aspirations. He works closely with individuals and Not for Profits to identify and anticipate opportunities to deploy their wealth more efficiently.
Senior Vice President, Private Client Manager
Uday Shah is a Senior Vice President and Private Client Manager at U.S. Trust Bank of America Private Wealth Management. Uday specializes in the financial management of high net worth families and individuals.
Uday has been with Bank of America for over 13 years and has been providing a wide variety of wealth management services for the past decade, including an emphasis in fiduciary planning and administration. Prior to joining the Private Bank, he worked as a licensed Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach Track and Field/Cross-Country at the Olympic and collegiate level.
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Sponsorship OpportunitiesSilver Sponsor $500
- Exhibit Table and one complimentary registration to the specific event sponsored.
- Recognition as a Silver Sponsor form the podium.
- Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
- Post-event attendee list.
Event Sponsor (TWO AVAILABLE) $300
- Exhibit Table and one complimentary registration.
- Recognition form the podium as an event sponsor.
- Listed as an Event Sponsor with logo and hyperlink in event promotion.