Reunions Program on Longevity Planning

June 10th, 2016 / Gift Planning

Longevity Planning: Navigating Market Volatility Over a Lifetime

Looking for perspective on the market’s ups and downs? Eager for tips on how to sustain and grow your assets?

Our panel of experts—Margaret Cannella '73* of Columbia Business School; Suzanne Killea '83 of Merrill Lynch's Private Banking and Investment Group; David Boles '81 of J.P. Morgan; and Steve K. Shueh '97 of Roundview Capital—held an informative discussion on these issues during Reunions 2016.

Watch the video above or listen to or download the audio below:






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See photos from the event


MARGARET CANNELLA ’73*, Columbia Business School adjunct professor; after 30 years on Wall Street, retired from JPMorgan as a managing director and global head of Credit Research and member of the Credit Markets operating committee

SUZANNE W. KILLEA ’83, private wealth advisor with Merrill Lynch’s Private Banking and Investment Group, who works with private business owners, entrepreneurs, directors, and C-suite executives, and has significant experience with financial issues specific to women

DAVID BOLES ’81, managing director with J.P. Morgan Private Bank in strategic wealth management, who also coordinates clients’ investments, tax and estate planning, philanthropy, and credit, and provides specialty wealth advisory services

STEPHEN K. SHUEH ’97, a founder of the investment firm Roundview Capital, who manages money for high net worth families and institutions including Grounds For Sculpture and the United Way of Greater Mercer County

* We were saddened to learn of Margaret Canella's passing in November and send our sincere condolences to her family and many friends in the Princeton community.

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