Faculty

Photo: Max Touhey

Faculty

Jim Grubman*

Content & Curriculum Board Chair
The UHNW Institute

Owner
Family Wealth Consulting

Stacy Allred*

Managing Director
First Republic Investment Management, Inc

Linda Bourn*

National Director Family Enterprise Risk Practice Alliant Private Client

Peter Braxton

Managing Director
Akoya Capital

Jason Cain

Chief Wealth Strategist
Boston Private, an SVB Company

Michelle Clements

President
Synergy Partners

Betsy Erickson

Head of Family and Individual Services
Arabella Advisors

Paul Ferguson

Managing Director
Schwab Advisor Family Office

Dr. Sharilyn Hale

President
Watermark Philanthropy Counsel

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Russ Haworth

Family Business Adviser & Podcast Host
The Family Business Partnership

Fredda Herz Brown

Founding Principal
Relative Solutions

Brian Hughes

Co-Founder
Touchpoint Growth Strategies

Dennis Jaffe*

Senior Research Fellow
Banyan Global

Kjartan Jansen

Co-Founder & CFO
Graddha LLC

Marlis Jansen

Co-Founder & CEO
Graddha LLC

Kim Kamin

Principal and Chief Wealth Strategist
Gresham Partners LLC

Kristin Keffeler

Founder
Illumination360

Teresa Leigh

CEO
Teresa Leigh Household Risk Management

Kathy Lintz*

Partner & Managing Member
Matter Family Office

Linda Mack

Founder and President
Mack International

John Marino

Director of Strategic Partnerships and Business Development
The Policy and Taxation Group

Ken McCracken

Family Business Consultant and Teacher
MFBC Limited

Tom McCullough*

Chairman & CEO
Northwood Family Office

Natalie McVeigh

Managing Director
Eisner Advisory Group, LLC

Arden O’Connor

CEO
O'Connor Professional Group

Richard Orlando

Founder and Legacy Consultant
Legacy Capitals

Natasha Pearl

CEO & Founder
Aston Pearl

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Joseph Reilly

CEO and Founder
Circulus Group
and Director of
The Inheritance Project

Amelia Renkert-Thomas

Founder and President
Renkert Thomas Consulting

Jill Shipley

Managing Director and Head of Governance and Education
Tiedemann Advisors

Jordan Shlain, MD.

Founder
Private Medical

Chris Sidford

Founder and Medical Director
Black Bag

Dr. Moira Somers

Psychologist, Professor, Author &
Executive Coach
Money, Mind & Meaning

Emily A. Thompson, AAA

Owner
Thompson Art Advisory

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Daniel Trimarchi

Director of Family Business Advisory Service
KPMG

Ronald Varney

Principal
Ron Varney Fine Art Advisors

Tim Volk

Senior Strategic Advisor
T.Volk & Company

Susan Winer*

COO
Strategic Philanthropy Ltd.

Caren Yanis

Founder & President
Croland Consulting

* Domain Chair

Editorial Board

Tom Burroughes

Group Editor
WealthBriefing.com and ClearView Financial Media

Robert Casey

Independent Consultant

Chair
The UHNW Institute

Angelique LeDoux

Managing Director
GTFO Capital Partners

Managing Editor
The UHNW Institute

David Lincoln

Co-Founder and Partner WISE Gateway

Director of Research
The UHNW Institute

Charles Paikert

US Correspondent
Family Wealth Report