Board of Directors
Board of Directors
Steve Prostano*
Chairman of Board
The UHNW Institute
Partner
PKF O’Connor Davies
Joe Calabrese*
Chief Operating Officer
Wealth Management, KeyBank
Wally Head*
Founder & Principal
Personal Fiduciary Advisors, LLC
Jamie McLaughlin*
CEO
J.H. McLaughlin & Co.
Bill Woodson*
Co-Head
Cynosure Wealth Advisors
Michael Zeuner*
Managing Partner
WE Family Offices
Jim Grubman
Owner
Family Wealth Consulting
Dennis Jaffe
Senior Research Fellow
Banyan Global
Kathy Lintz
Partner & Managing Member
Matter Family Office
Linda Mack
Founder and President
Mack International
Tom McCullough
Chairman & CEO
Northwood Family Office
Loraine Tsavaris
Boards of Directors
The Rockefeller Trust Companies
Susan Winer
COO
Strategic Philanthropy Ltd.
Board of directors Emeritus
Robert Casey
Independent Consultant
Rob Elliot
Board of Directors
Market Street Trust Company
Maria Elena Lagomasino*
CEO and Managing Partner
WE Family Offices
