CEPC Emerging Leaders Panel Discussion
In Conversation: A Series on Professional Collaboration
May 7, 2024 | 8:00am - 9:30am | Giddy Goat (2nd Floor)
Limited Seating Available!

Join us May 7th for the next round of our “In Conversation” series as our guest panelists share and discuss how their collaborative, multi-disciplinary approach to a recent matter achieved the best result for a mutual client.

CEPC’s Emerging Leaders group is focused on estate planners looking to accelerate their career growth and connect with like-minded individuals on the path to leadership excellence in the community. We also encourage established estate planning leaders to attend by bringing an Emerging Leader with them to help build this new initiative.

Speakers:

John Barry

John Barry is Chairman and CEO of J. M. Barry & Associates, LLC dba Barry, Evans, Josephs & Snipes. Barry, Evans, Josephs & Snipes specializes in plans for the preservation and transfer of wealth for affluent individuals and non-qualified benefits for corporations seeking to reward key employees and plan for business succession.

John began his insurance career with Home Life Insurance Company of New York in New Orleans, Louisiana. In 1985, he returned to Charlotte, North Carolina, and joined Barry, Evans, Josephs & Snipes, Inc. He is a member of the Society of Financial Service Professionals and the Charlotte Estate Planning Council. He is a past board member of the Association for Advanced Life Underwriting and past chairman of their Audit Committee.

Brett Sovine

Brett Sovine primarily assists the Center for Family Business in counseling families on a number of business ownership matters, including governance, succession planning, capital policies, and shareholder oversight and family communication. He previously served as President, CEO, and Chairman of the Board of Directors for the firm’s two domestic national trust companies.

Brett is a Fellow in the American College of Trust and Estate Counsel. He received a B.S. in business from West Virginia University, a J.D. from Wake Forest University School of Law, and an LL.M. in taxation from Georgetown University Law Center.

Brad Van Hoy

Brad Van Hoy brings more than 20 years of experience in advising high-net worth individuals, closely-held business owners, executives, and family offices with their estate, tax, business, and philanthropic planning needs. Brad builds long-term relationships with his clients, guiding them through their unique opportunities and challenges, and helping them to realize, protect, and leave a legacy with what they have worked so hard to build.

Register Today

This event has limited seating, secure your space today! 

Thank you to our Emerging Leader Sponsor