JMBM Partner Timothy Lappen moderated a panel for the Milken Institute’s Global Conference, Shaping the Future, on April 26, 2010. To view a video of the panel, "What Comes Next for Wealth Management", featuring speakers John Duffy, Vice Chairman of J.P. Morgan U.S. Private Bank; S. Alexander Haverstick II, Founder and CEO, Boxwood Strategic Advisors; and Anthony Pritzker, Managing Partner of the Pritzker Group, click here.
Timothy Lappen is the Founder and Chairman of JMBM’s Family Office Group.