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A special conversation, moderated by Robert Reiss

A special conversation, moderated by Robert Reiss, Founder and CEO, The CEO Show with:

Terry Betteridge
Owner and CEO, Betteridge

Sandra Greer
Vice President, Trust & Investment Officer, First County Advisors

Bob Shullman
Founder and CEO, Shullman Research Center

Shelly Tretter Lynch 
Senior Global Advisor, Sotheby's International Realty

Robert Reiss
Robert Reiss is CEO of The CEO Forum. He is Host of The CEO Show, a weekly nationally syndicated radio show with over 600,000 listeners which was recognized in 2016 as the #1 podcast for CEOs in America. He also publishes the CEO Forum magazine which is received exclusively by the top 10,000 CEOs in America, and  Reiss is a specialist writer for on CEOs. He coined the term “Transformative CEO” and wrote  the book, The Transformative CEO (McGraw-Hill 2012). 
His work with CEOs has been featured on CNBC’s Squawk Box, and in the Harvard Business Review where Reiss was cited as an, “Expert in executive communciation”.
Terry Betteridge
A fifth generation jeweler with roots dating back to the finest jewelers and silversmiths of the 1700s in Birmingham, England, Terry Betteridge’s passion for jewelry is in his blood.
Since taking over Betteridge in the mid-1970s, Terry has helped turn the company into one of the leading jewelry retailers in the world. Today, Betteridge has stores in Greenwich, Palm Beach, Vail and Aspen and a truly global clientele.  With over forty years running the company, Terry is an internationally recognized leader in the luxury retail space.
Terry is a frequent contributor to a wide variety of national publications that call on him to share his perspective on the state of the jewelry and watch industry.  In the last few years, he has been featured in articles in The New York Times, The Wall Street Journal, Vanity Fair and many other prominent news sources.  Moreover, he is a frequent lecturer to The Historical Society, The Rotary Club and The Retired Men’s Association of Greenwich.
In addition to his passion for fine jewelry, Terry is an avid outdoorsman and conservationist.  When he’s not at Betteridge, he can usually be found working at his farm or preparing for bow hunting season.  Terry is involved with The Nature Conservancy, The National Fish & Wildlife Foundation and The Rocky Mountain Elk Foundation.

Sandra Greer
Understanding the critical elements that
build, nurture and sustain meaningful, trusted relationships is central to Sandra Greer’s personal and professional life. In her role as Vice President of First County Advisors, the wealth management division of First County Bank in Stamford, Connecticut, it is her commitment to a highly customized, holistic planning and investment approach that resonates with her clients.

Sandy has over thirty-five years of institutional investment and personal wealth management experience. Prior to joining First County Bank’s wealth management division in 2014, Sandy was a senior portfolio manager with BNY Mellon Wealth Management in New York City and Greenwich, Connecticut.

Sandy has held many board of director and volunteer positions in organizations of professional, personal and charitable interest. Recognized by the Greenwich YWCA with the 2013 BRAVA Award, Sandy’s understanding of the numerous and conflicting demands faced by women is reflected in her own balancing act.
Bob Shullman
Bob Shullman is Founder and CEO of the Shullman Research Center. Bob has years of experience in C-suite roles in consulting, marketing and media insights, brand strategy and equity, and CRM. He has successfully conducted thousands of consulting and insights projects, primarily in three sectors: the luxury and affluent markets, media and advertising, and financial and wealth-related services.

Prior to launching The Shullman Research Center in 2012, Bob held C-suite positions with several leading marketing insights and consulting firms including Ipsos Mendelsohn, where he was its CEO and transformedThe Mendelsohn Affluent Survey into the leading source for insights about this key consumer segment, Willard & Shullman, and SRI International (formerly known as the Stanford Research Institute). Bob also devoted almost 10 years to the American Express Company in its travel-related businesses in NYC and its investment management and insurance subsidiaries in San Francisco.

Bob speaks and writes extensively about business, marketing, and insights topics in the U.S. and abroad. He has been featured on CNBC, focusing on the American affluent marketplace and also appeared on Fox BusinessBloomberg Radio, and In addition, Bob has authored or co-authored columns and articles for Ad AgeMediaPost, Barron’s and other business publications.

Bob holds a BA from Georgetown University in American history and an MBA in marketing from NYU’s Stern School of Business, where he also completed most of the course work for a PhD in finance. He currently is a member of the Advisory Board of the NC State University Global Luxury and Management Dual Master’s Degree Program and The Luxury Marketing Council of Connecticut-Hudson Valley.
Shelly Tretter Lynch
Shelly Tretter Lynch is considered one of the top real estate professionals at Sotheby’s International Realty. With over 20 years of experience with properties from Backcountry to waterfront communities, she consistently represents some of the finest estates in Greenwich. Shelly has been acknowledged by the Wall Street Journal as one of the Top 50 Agents in the United States for dollar volume, and by Who’s Who in Residential Real Estate in North America. She has been featured in WAG Magazine’s Power Broker’s Issue and has been a panelist a quest speaker at many real estate forums.  As a founding member (and sole Greenwich agent) of a new and exciting global real estate initiative comprising some of the finest of Sotheby’s real estate professionals in every key market around the world, Shelly is able to help her clients in their international needs as a Senior Global Advisor. Currently spanning over 30 markets, this global partnership allows for unprecedented access to real estate resources worldwide. 

Dedicated to customer service, Shelly enjoys working in every facet of real estate with an extensive background in land development, planning and new construction, and investment opportunities. She has worked for the FDIC and the RTC. Shelly earned her bachelor’s degree in Communication Arts and has conducted graduate work in Film Studies. 

Shelly is very philanthropic and has been very active with serval local charitable organizations, including ‘Stand for the Troops’, Greenwich Hospital, Greenwich YWCA/Domestic Violence Center, The GRTA, and The Bruce Museum, and has served as Co-Chair on all of these organizations' galas and Luncheon’s; she has also sat on a number of their boards.  Shelly was featured in LOOK MAGAZINE’s inaugural issue for her philanthropic work.
Shelly is also Vice Chaiman of The Luxury Marketing Council of Connecticut-Hudson Valley.