Date & Time
Fri, Jun 2nd, 2023 ⋅ 8:30am - 10:30am (EDT)
Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735
XPX Registration Closed
Senior Vice President – Wealth Management
Institutional Consultant | Financial Advisor
Diane is an Senior Vice President with UBS Financial Services where she is an Institutional Consultant to Endowments, Foundations and Corporate plans, as well as a Financial Advisor to Business Owners and their families. She has over 25 years of experience in capital markets and lives in Port Washington with her husband and the youngest of four sons. Diane is a proud Navy Mom, avid sailor and serves on two not for profit boards. Her full bio is available on LinkedIn.
UBS Financial Services
Head of the Business Owners Client Segment
James Jack is a Managing Director and the head of the UBS Business Owners Client Segment where he is responsible for bringing resources, products, and intellectual capital to support business owners who are contemplating monetizing their life’s work and the financial advisors that serve them. Recently, James also was tapped to lead UBS’s Multigenerational Wealth Client Segment to bring the resources of UBS to support families and their rising generations in the transition and transfer of wealth.
James holds a BS in Finance and Economics from NYU’s Stern School of Business.
Carter Morse & Goodrich
Terence Hannafin is a Partner at Carter Morse & Goodrich and has been advising closely held and family-owned companies for more than 15 years to help them achieve their ‘once-in-a-lifetime’ transaction. At CMG, Mr. Hannafin is responsible for leading the execution of transactions (focused on manufacturing, consumer products and business services) and directing business development initiatives.
Mr. Hannafin holds a BS in Finance from Boston College where he was a member of its NCAA Division I football team. Mr. Hannafin maintains his FINRA Series 82, 24 and 63 securities licenses with CMG’s FINRA registered broker-dealer affiliate, Carter Capital Corporation.
Non-Members Early Bird (through 5/30) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee – $100
Other XPX Chapter Members Early Bird (through 5/30) – $55.00
Other XPX Chapter Members Regular Fee – $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00
Includes breakfast and beverages.
Long Island & Tri-State Members in good standing are free. Join our membership today!
BRING A FIRST TIME GUEST TO XPX!
First Time Guest: Complimentary pass for potential members to a first XPX event. Member referral is required. Member (not guest) must email email@example.com to register a FIRST TIME guest.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.