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Business Owner Symposium

May 24, 2017 @ 7:30 am - 10:00 am


Montgomery McCracken partner Kathleen O’Brien will be speaking on an expert panel discussing innovative approaches regarding business strategy from 8:30-10:00 a.m.

Panelists:

  • David A. Applebaum, J.D., LL.M., Founding Shareholder, Friedman Schuman, P.C.
  • Francis P. Brown, J.D., LL.M, MIM, CM&AA®, Director, Family Wealth Strategy, Key Private Bank
  • Kathleen O’Brien, J.D., Partner, Montgomery McCracken
  • Mario O. Vicari, CPA, CVA, CM&AA, Director, Kreischer Miller

Moderator:

  • Jeff Getty, J.D., M.S. (Tax), CFP®, AEP, Managing Director, Family Wealth Consulting, Key Private Bank
St. David’s Golf Club
845 Radnor Street Road
Wayne, PA 19087 United States