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Gwinnett Studio

Sophisticated Uses of Credit

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Robert Port, Allan Hamer, Itai Tsur, Adam Gaslowitz

Allan Hamer/Bank of America

Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over 30 years of financial services experience beginning his career with Comerica Bank in Detroit, MI. Prior to joining the Private Bank in 2007, Allan spent many years at Bank of America in different financial management positions. In addition, Allan received his Bachelor of Fine Arts with a major in Finance from Wayne State University and a Masters of Finance from Walsh College, both located in Detroit.

Itai Tsur/Bank of America

Itai Tsur is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, GA. Itai works with high-net worth individuals and families to understand their stories, values, needs and financial goals. Leading a group of dedicated professionals specializing in different disciplines including banking, credit, investment management, and trusts and estates, Itai helps his clients take advantage of all the services that Bank of America Private Bank has to offer. Itai and his team work strictly as fiduciaries, where placing their clients’ needs at the forefront and acting in their best interests are the guiding principles of their work.

Itai joined Bank of America Private Bank in 2018. Prior to that he was Vice President of the Atlanta Jewish Foundation at Jewish Federation of Greater Atlanta (JFGA) where he managed community and shareholder relationships and steered the transformation of JFGA’s legacy Planned Giving and Endowment Department into Atlanta Jewish Foundation, ushering in significant growth.

Previosuly, Itai practiced law for several years. He is a graduate of the University of Texas at Austin (BA), Emory University School of Law (JD), and Georgia State Robinson School of Business (MBA), and he also earned the Chartered Advisor in Philanthropy® (CAP®) designation

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Gwinnett Studio

Year-End Philanthropy and Charitable Giving Ideas

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Craig Frankel, Itai Tsur, Justin Sullivan, Patrick Renn, Adam Gaslowitz

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss year-end philanthropy and charitable giving ideas with their guests Pat Renn, Itai Tsur and Justin Sullivan.

Pat Renn/Renn Wealth Management Group

Pat Renn is the founder and president of The Renn Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years of experience in counseling high-net-worth individuals, business owners and professionals regarding their financial affairs.

Pat has been president of the Georgia Society of the Institute of Certified Financial Planners and president of the Georgia chapter of the International Association for Financial Planning. He is a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola College. He holds the Advanced Pension Planning certificate from The American College as well as the Investment Management Consultant designation from Raymond James Institute.

Pat served on the board of trustees for Holy Innocents’ Episcopal School and was chair of their Endowment Funds Committee. Pat also served as chair of the Cathedral of St. Philip Endowment Funds and is the current chair of the Episcopal Media Center Endowment. He is past board chair of the Georgia Special Olympics and has served on numerous charitable and professional organization boards.

LinkedIn: https://www.linkedin.com/in/patrick-renn-7b74541

Twitter: https://twitter.com/patrenn

Itai Tsur/Jewish Federation of Greater Atlanta

Itai D. Tsur is the Senior Director of Planned Giving and Endowment (PG&E) at Jewish Federation of Greater Atlanta. In that capacity, Itai manages and oversees Federation’s endowment, including its stewardship program, policies and procedures, record retention, fund distributions, programming and donor services. A graduate of the University of Texas at Austin and Emory University School of Law, Itai is an experienced attorney who worked for several years in private practice both in New York City and Atlanta prior to entering the world of nonprofit. Itai subsequently earned his MBA from Georgia State University, Robinson College of Business, and draws upon that training in order to guide PG&E’s transition to The Atlanta Jewish Foundation, which is set to launch in early 2016.

LinkedIn: https://www.linkedin.com/in/itaitsur

Twitter: https://twitter.com/itaitsur

Justin Sullivan/PNC Wealth Management

As Vice President and a PNC Wealth Management Investment Advisor, Justin Sullivan develops, communicates and executes tailored investment strategies for clients. He is responsible for managing complex fiduciary, agency and individual retirement accounts, as well as alternative investment product. Justin also works with a team of specialists in financial and estate planning, banking services and trust to help clients achieve their financial objectives.

Prior to his current role, Justin was an Investment Advisor with PNC Wealth Management in Philadelphia, PA. He completed a year-long rotational program for emerging wealth management professionals where he acquired industry skills including investments, wealth planning, estate planning and completed rigorous credit training. Justin managed over $120M in assets for his clients in Philadelphia before relocating to Atlanta in 2013.

Justin lives in the Buckhead area of Atlanta and serves on the Board of Directors for the Fulton County Court Appointed Special Advocates (CASA). He enjoys reading, travel, volunteerism and outdoor activities. He earned his Bachelor of Science in Business Administration (Finance and Economics) degree from the University of Pittsburgh. He is also a CERTIFIED PROFESSIONAL PLANNER™.

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute