Financial Planning (E1909389)

As The Frontier Group's Senior Portfolio Manager, and Certified Exit Planning Advisor® Angelo Amitsis works with business owners, high net worth families, institutions and their corporate executives, advising them on their strategic and tactical business exit and wealth management needs. In his role as lead Portfolio Manager, Angelo builds and maintains the team’s asset allocation models, which are tailored to meet each client’s long-term financial objectives, and are an essential part of the value The Frontier Group provides.

Prior to joining UBS, Angelo launched his financial advising practice in 1998 at Morgan Stanley, where his focus on fixed income investing strategies showed him the value of providing his clients with a steady stream of income as part of a diversified portfolio. Angelo earned the Certified Exit Planning Advisor through The University of Chicago Booth School of Business. He maintains the Series 7, 31, 63 and 65 securities licenses and is a life and health insurance agent.

Angelo received his Bachelor of Science in Finance from Rutgers University and is a strong supporter of his alma mater. He and his wife Josephine have four children: Elisabeth, Alexander, Maximus and Katherine. As a family, they spend their leisure time traveling, participating in sports and fundraising in their Upper Saddle River community. He is a member of the Exit Planning Institute and Upper Montclair Country Club. In his spare time, Angelo enjoys coaching youth sports and playing golf.

Samuel is the Wealth Planning Strategist for the Northeast Division of UBS Financial Services. In this capacity, Samuel is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As a Wealth Planning Strategist, he provides expertise in the following areas:

• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Retirement plans and employee benefits
• Risk and liability management planning
• Charitable giving strategies
• Executive compensation and benefit strategies

Samuel holds a BA from Syracuse University; an MBA from Fairleigh Dickinson University and an MS Degree from the American College. He has his FINRA Series 7, 24 and 66 licenses and his New Jersey State Life and Health Insurance Licenses. Samuel currently lives in New Jersey with his wife. They have three grown sons.

Sean Hutchinson is a founding Partner of SVA Value Accelerators, a pioneering company in the field of business value growth and transition-readiness. He is widely recognized as one of the profession’s thought leaders.

SVA’s mission is to help business owners exponentially increase the financial value of their equity and optimize transition-readiness so they can successfully harvest wealth from their business.

Mr. Hutchinson is the former Chief Executive Officer of Integra Realty Resources, a global company based in New York City and at the time of his leadership the world's largest real estate advisory firm.

In addition to previously leading a privately-held company with a global footprint, he has advised more than 100 privately-held companies throughout the U.S. on ownership transitions, competitive strategy, growth, value creation, mergers and acquisitions, and governance.

He is deeply involved in corporate and institutional governance. He currently sits on the Boards of three privately-held companies, including that of his family’s 64-year-old manufacturing business which is now in its 3rd generation.

He is a member of the national Board of Advisors for the Exit Planning Institute and a faculty member for the Certified Exit Planning Advisor (CEPA) program. In 2013, he was honored with the Exit Planning Institute’s Leadership Award, and in 2015 was awarded the Peter Christman Exit Planner of the Year, EPI’s highest recognition.

In addition to his professional activities, Mr. Hutchinson serves as a Board member of numerous non-profit and academic organizations, including the Gellert Family Business Resource Center at University of San Francisco and the Insight Prison Project.

He earned his Master’s degree in English from Miami University of Ohio, is a Certified Exit Planning Advisor (CEPA), Certified Merger and Acquisition Advisor (CMAA), and holds the FINRA Series 79 Limited Registered Representative—Investment Banking and FINRA Series 63 Uniform Securities Representative licenses. Mr. Hutchinson recently relocated from San Francisco, California to Denver, Colorado where he enjoys 300 days a year of sun and many outdoor interests.

James is the Head of the Business Owner Segment within the Strategic Client Segments team of UBS Financial Services, taking the role at its creation in 2018. James has been with UBS since 2006 where he has worked in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities based lending, develop a proprietary credit card tailored to UBS's unique client base, and from 2016-2018, helped to manage UBS's more than $60 billion deposit platform. As the Head of the Business Owner Segment, James focuses on assisting Financial Advisors on bringing the resources and capabilities of UBS to bear in order to provide comprehensive services and advice to business owners.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James recently joined the board of directors for the Bronx Academy of Letters Foundation, supporting a public grammar school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.

Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.

Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.

Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.

Scott Snider is the Vice President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads his EPI Global team from the Cleveland headquarters office.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts from larger competition, and establishing notoriety in his local marketplace. At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who at the time, was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem. With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, which is a case study eBook that helps owners and advisors tackle the common problems that arise when an entrepreneur recognizes that transition is approaching on the horizon. This book was released and utilized at the 2018 Exit Planning Summit in Nashville and is now available on Amazon Kindle.