THE MARCHE' GROUP - Keep the IRS out of your pocket

hors d'oeuvres, COCKTAILS & EXPERTS

The Marche' Group invites you to an evening seminar Keep the IRS out of your pocket: Tax Strategies for your Incentive Fees & Bonuses. Join us in New York and enjoy spectacular hors d'oeuvres, cocktails, a tequila tasting and expert insights on the latest tax strategies. Our accomplished speakers will provide you with actionable advice based on years of experience helping clients manage their investments and taxes, now and in retirement.

 

These events are complimentary and open only to senior partners of hedge funds, people whose compensation is tied to large year end bonuses and high-net worth investors. Space is limited so please RSVP early by selecting one of the seminar dates below.

Register for 10/29/13

Register for 10/30/13

Seminar Speakers

 

Victoria Feuer
Victoria Feuer

Financial Advisor

The Marche' Group

Since 1989, Victoria has provided high net worth clients with practical advice that has made a difference in their lives. Her comprehensive wealth management approach encompasses disciplines as diverse as estate planning strategies and investment management, while her high level of knowledge and experience regarding restricted stock transactions and other corporate insider strategies has made her a source of counsel to CEOs, CFOs, and other senior corporate executives across the US. She holds a Series 7, 63, Real Estate Licence and graduated with an MSc from Cornell University and BA from the University of Maryland.

John Halasz
John Halasz
Financial Advisor

The Marche' Group

John’s financial services career has included providing discretionary management services to ultra-high net worth investors and serving as a consultant to the hedge fund industry. His deep knowledge of traditional and alternative investments enables him to offer clients competent financial advice and suitable strategies for long-term growth of their assets. John began his financial career in 1997 after selling the company he founded after graduating. At the predecessor firm of Morgan Stanley Smith Barney he was one of the first Financial Advisors to earn Private Wealth Management credentials. His enthusiasm for alternative investments compelled him to leave the firm for assignments with hedge funds, real estate managers, family offices and shareholder activists. In 2010, he returned to the wealth management business to form The Marché Group, established with Victoria Feuer, to better serve the needs of investors seeking a comprehensive wealth management approach.

Chris A. Nelson

Chris A. Nelson, CPT, CTT+
Divisional Vice President

RiverSource Insurance

Chris brings experience and passion to his role as Divisional Vice President for RiverSource Insurance. Before joining Ameriprise in 2007, he was the head of global sales training at Medtronic Corporation, where he led the implementation of a value-based consultative sales process. Chris began his corporate career at Bristol-Myers Squibb, where he headed the global finance and IT training organization. He has led diverse organizations responsible for the effective delivery of sales, product, finance and IT solutions in several different languages and cultures. Prior to his corporate career, he served with distinction in the U.S. Marine Corps in leadership and staff roles at the platoon, company, battalion and division levels. He is recognized as a leader in the field of training and performance improvement.

Steve Nieno

Steve Nieno, JD
Director of Advanced Strategies (DAS)

RiverSource Insurance

Steve brings a wealth of financial services industry experience to this role dating back to 1993. Prior to joining Advanced Strategies, Steve was a Product Distribution compliance officer for RiverSource Distributors, where he supported the Insurance team with compliance oversight by building key relationships. As a franchise advisor field engagement manager for Ameriprise Financial, he led large-scale, cross-organizational advisor practice enhancement initiatives. He also held the position of business analyst and Strategic Planning Implementation Group project manager at Ameriprise.

Ted Williams

Ted Williams, CFP, MBA
Financial Advisor
Ameriprise Financial

Ted Williams, CFP®, MBA, has been an advisor with Ameriprise Financial Services, Inc. for over 26 years. Ted graduated from Bloomsburg University with both a B.S. in Business Economics and an MBA. Ted is active in the community with the PA Breast Cancer Coalition, Board of Directors - Tabor Community Services, Inc., Board of Directors, Lancaster, PA - Boy Scouts of America, Eagle Scout Advancement and Project Sales Coordinator, Lancaster, PA. His experience, awards, and recognition include Ameriprise Circle of Success, 1992 to present, Ameriprise Chairman’s Advisory Council, 1997&2006, Riversource Aces Club, 2006 to present, Riversource Protect the Dream Award, 2003 to present, Riversource Million Dollar Club, 2005, Ameriprise Platinum Advisor Team, 2000 to present, and Ameriprise Diamond Ring Achiever, 2003.

 

hosted by

THE MARCHE' GROUP

when & where

pampano

 

10/29/13 or 10/30/13

5:00pm-5:15pm Registration
5:15pm-5:45pm Cocktails
5:45pm-6:25pm Speakers
6:25pm-7:00pm Networking

 

Pampano Restaurant

209 East 49th Street

New York, NY 10017

click here for directions

 


event partner 

The Hedge Fund Association

Hedgeopolis New York

HFA Conference:

November 4th - New York
Hedgeopolis: Institutional Insights Conference

HFA Golf League:

October 1st - New York
Golf League Tee Off

HFA Breakfast Roundtable:

October 15th - New York
The Perfect Storm: The convergence of regulatory, technology and operating model changes in the hedge fund industry

HFA Symposiums:

October 2nd - São Paulo, Brazil
Raising Capital in the United States: The Changing Regulatory Landscape

October 24th - New York
Successful Hedge Fund Capital Raising Strategies

 


 
THE MARCHE' GROUP - Our approach

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. To learn more please click here.