The Network Roundtable

The Network’s Roundtable convenes thought leaders from the local finance and business community, including advisors and creators of wealth to learn, network, and exchange ideas. The group includes wealth advisors, estate attorneys, accountants and insurance advisors. Members of the Roundtable meet on a regular basis throughout the year for meetings and programming to discuss relevant topics. Past topics have included Opportunity Zones, impact investing, the updated tax codes and family office planning. The Roundtable seeks to educate professionals about a myriad of topics related to financial services and about Federation and the United Jewish Endowment Fund.

For questions, contact Ali Naide at [email protected].

Roundtable Leadership

Brad Lackey, Director, Tiedemann Advisors
Micah Snitzer, Associate, Pasternak & Fidis
Chair and Vice-Chair, Respectively