WMA Club Meeting SS23 - Meeting XLVII: Grant Thornton ft. Mark Menard

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Mark Menard, Tax Services Partner, from Grant Thornton to come and speak to us.

Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England. He received his Bachelors Degree in Accounting from University of Connecticut. He has extensive experience with tax and financial matters affecting high net worth individuals, trusts, and closely held businesses. His areas of expertise include income tax planning and compliance, cash flow analysis, gift and estate planning, and wealth transfer and succession planning.

Mark’s primary clients consist of family offices, private equity and hedge fund principals, private and public company executives and venture capital investors.

Mark has over 15 years of combined public and private accounting experience. Prior to joining Grant Thornton, Mark was a Vice President at KKR Financial Services Company where he performed tax planning and family office services for a single-family client. Prior to that, Mark was a Senior Manager at a large public accounting firm.

Fun Fact about Mark is that he is a member of the AICPA (American Institute of Certified Public Accounts) & is a CPA.

If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory.

This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club.

Reminders for our members:

1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week.
2. Go and follow all of our social media accounts on our linktr.ee.
3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information.
4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know.
5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in.
7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
8. TikTok Subscription Service: Coming Soon!
8. MAJOR ANNOUNCEMENT: COMING SOON!!
9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

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FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023)

Location:
Florham Campus -
(Tuesday) - Mansion Room 13
(Thursday) - Mansion Room 12
Metro Campus -
(Tuesday) - Dickinson Hall Room 1170
(Thursday) - Dickinson Hall Room 1104
WMA Club Social Media Accounts
Zoom (Optional)

Time:
(Tuesday): 6-7 PM
(Thursday): 4-5 PM

Upcoming Meetings:
4/21/23: FDU Devils World 2023 (Library Lawn Area 1 PM) 2023 Devils World (WMA/FDU FPC CO-HOSTING EVENT VI)
4/25/23: FDU Student Managed Investment Fund 2022-2023 Annual Report Event (PDP/WMA/SMIF CROSSOVER EVENT IV) [4-6 PM Bloomberg Labs]
4/25/23: American FinTech Council (Phil Goldfeder) [BONUS MEETING XXIV]
4/26/23: Beta Alpha Psi: Nu Sigma Chapter 2023 Elections Watch Party (BONUS EVENT VI) [2:30 PM Monninger Center Room 113]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Introduction to Bloomberg + Bloomberg Terminal Workshop (Jack Mitchell) [BONUS MEETING XXV]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)