Advisory Board

Advisory Board

Thom+Melcher

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Amy+Hart+Clyne

Amy Hart-Clyne

Advisory Board Vice Chair
The UHNW Institute

Chief Knowledge Officer
Pitcairn

stacy A

Stacy Allred

Head of Family Engagement & Governance

J.P. Morgan Wealth Management

Jonathan+Bergman

Jonathan Bergman

President
TAG Associates

Linda+Bourn

Linda Bourn

National Director
Family Enterprise Risk Practice

Alliant Private Client

Steve+Braverman

Steve Braverman

Co-CEO
Pathstone

Eddie+Brown

Eddie Brown

National Managing Director
Head of Schwab Advisor Family Office

John+Dowd

John Dowd

Chairman & CEO
Fiduciary Trust International

Katherine Dunlevie

Katherine Dunlevie

President & CEO
The Family Office at Synovus

Copy of Copy of Fay Bio[51]

Andrew Fay

Founder
1712 Consulting, LLC

Greg Friedman

Chairman and Managing Director
Greycourt

Sam+Graham

Sam Graham

President & CEO
Diversified Trust

Tom+Handler

Thomas J. Handler

Partner
Handler Thayer, LLP

Stephen+Harris

Stephen Harris

CEO
ClearView Financial Media

Barbara+Hauser

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Russ+Haworth

Russ Haworth

Family Business Adviser & Podcast Host
The Family Business Partnership

Fredda+Herz+Brown

Fredda Herz Brown

Founding Principal
Relative Solutions

HughesHeadshot6-19-19

Brian Hughes

President
Eton Advisors

richard_joyner-21

Richard Joyner

Managing Director
Tiedemann Advisors

Kim+Kamin

Kim Kamin

Principal & Chief Wealth Strategist
Gresham Partners LLC

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Paul Laughlin

Managing Director
Andersen Tax

TERESA LEIGH 2024

Teresa Leigh

CEO
Teresa Leigh Home + Family Office

BNY Mellon: Pam Lucina photographed at Andrew Collings Photography studio, Chicago, IL. June 27, 2016. Photo by Andrew Collings.

Pamela Lucina

Chief Fiduciary Officer
Northern Trust

Marshall_Edward

Edward Marshall

Global Head of Family Office
Dentons

Drew+McMorrow

Drew McMorrow

President & CEO
Ballentine Partners, LLC

doris-meister_crop

Doris Meister

Chairman and CEO Emeritus
Wilmington Trust

Allison Taff Migel

Allison Taff Migel

Managing Director of Investor Relations
Seminal Capital Holdings, LLC (SEMCAP)

Nesvold-Liz-Cresset-Headshot-600x360-1

Liz Nesvold

Vice Chair, Emigrant Bank
&
Chair, Emigrant Partners

David Novick

Managing Director
Private Family Enterprise - PwC

Arden+OConnor

Arden O’Connor

CEO
O'Connor Professional Group

Dennis+Passis

Dennis Passis

Founder
Family Wealth Library

Milton+Pedraza

Milton Pedraza

CEO
The Luxury Institute

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Greg Rogers

Greg Rogers

Founder & Managing Partner
RayLign Advisory LLC

LaurentRoux

Laurent Roux

Independent Director and Principal, Willow Street Group
&
Founder and CEO, Gallatin Wealth Management

Austin+Shapard

Austin Shapard

President & CEO
Fiduciary Trust Company

Jill+Shiply

Jill Shipley

Managing Director and Head of Governance and Education
Tiedemann Advisors

Chris+Sidford

Chris Sidford

Founder & Medical Director
Black Bag

Pat Soldano

Pat Soldano

President
The Policy and Taxation Group

DomingoSuch

Domingo P. Such III

Partner and Firmwide Chair
Family Office Services Practice at Perkins Coie

Dune Thorne

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Daniel+Trimarchi

Daniel Trimarchi

Director of Family Business Advisory Service
KPMG

Ron+Varney

Ronald Varney

Principal
Ron Varney Fine Art Advisors

John+Warnick

John A. Warnick

Founder
Purposeful Planning Institute

Wyman, WS Pic 2024

William Wyman

President, Family Office Services
Summitas

Christopher+Zander

Christopher Zander

President & CEO
Evercore Wealth Management, Evercore Trust Company, N.A.