Board of Directors

Board of Directors

Steve+Prostano

Steve Prostano*

Chairman of Board
The UHNW Institute

Partner
PKF O’Connor Davies

Joe+Calabrese

Joe Calabrese*

Chief Operating Officer
Wealth Management, KeyBank

Wally+Head

Wally Head*

Founder & Principal
Personal Fiduciary Advisors, LLC

Jamie+McLaughlin

Jamie McLaughlin*

CEO
J.H. McLaughlin & Co.

Bill+Woodson

Bill Woodson*

Head of Strategic Wealth Advisory
and Family Enterprise Services
Boston Private, an SVB Company

Michael+Zeuner

Michael Zeuner*

Managing Partner
WE Family Offices

JamesGrubman+headshot+300+dpi

Jim Grubman

Owner
Family Wealth Consulting

Dennis+Jaffe

Dennis Jaffe

Senior Research Fellow
Banyan Global

Kathy+Lintz

Kathy Lintz

Partner & Managing Member
Matter Family Office

Linda+Mack

Linda Mack

Founder and President
Mack International

Tom+McCullough

Tom McCullough

Chairman & CEO
Northwood Family Office

Loraine+Tsavaris

Loraine Tsavaris

Boards of Directors
The Rockefeller Trust Companies

Susan+Winer

Susan Winer

COO
Strategic Philanthropy Ltd.

Board of directors Emeritus

bob+casey

Robert Casey

Independent Consultant


Rob+Elliot

Rob Elliot

Board of Directors
Market Street Trust Company

Maria+Elena+Lagomasino

Maria Elena Lagomasino*

CEO and Managing Partner
WE Family Offices

* Founding member of The UHNW Institute