Wednesday, November 20, 2019, 7:30 am - 9:15 am
Maggiano's Little Italy
4999 Old Orchard Shopping Center
Skokie, IL 60077
Fiduciaries for foundations, nonprofits, and those of us who advise philanthropic clients are facing unprecedented disruption today. Join this important conversation on strategies for successful navigation through an environment marked by uncertainty and change. Topics covered include:
Clare Golla is a Director and Principal in the Chicago office of Bernstein and serves nationally as the firm’s Head of Endowment and Foundation Advisory Services. In addition to her direct client relationships, she partners with advisors across the country to provide comprehensive wealth management solutions for foundations, endowments and other tax-exempt entities. Clare is passionate about progressive change and positive outcomes for her clients, AB employees and the broader community, and she shares this as a frequent public speaker and volunteer for numerous organizations. Clare joined Bernstein in 2010 as a financial advisor and was promoted to Principal in 2016. During this time, she also became a member of AB’s global Responsible Investing Committee as well as the firm’s national Philanthropy Services team. Prior to joining the firm, Clare led the national institutional practice for a leading community development financial institution, building its presence in the nonprofit and philanthropic marketplace. Clare earned her BA, magna cum laude, from Harvard University and her MA from The University of Chicago and she is a CERTIFIED FINANCIAL PLANNER™ professional. Clare has served on numerous boards of directors and finance committees including the Oak Park-River Forest Community Foundation, Gary Comer Youth Center, Chicago Foundation for Women and the Harvard Club of Chicago. She lives in Oak Park, Illinois, with her husband, Adam, and two extraordinarily active daughters.
Thank you to our Sponsors!
GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email: firstname.lastname@example.orgCopyright © 2021 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.