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Program Instructors  

Davide Accomazzo

Bruce DeBoskey

Philanthropic Strategist
The DeBoskey Group

Al Checchi

Al Checchi

Chairman, Checchi Capital Advisers (CCA)

Davide Accomazzo

Jeff Garden, MBA

Senior Research Analyst
Lido Advisors, Inc

Roy P. Kozupsky, JD

Roy P. Kozupsky, JD

Partner & Co-Chair
Private Client Department
Smith, Gambrell & Russell, LLP

Greg Kushner

Greg Kushner

Founder
Lido Advisors, Inc

 

Erik Landsness

Erik Landsness

Vice President
Broadmark Asset Management

JoAnne Norton

JoAnne Norton

Consultant
The Family Business
Consulting Group

Daniel J. Roberts

Daniel J. Roberts

Director
Andersen Tax
Orange County