Faculty

Photo: Max Touhey

Faculty

Jim Grubman

Content & Curriculum Board Chair
The UHNW Institute

Owner
Family Wealth Consulting

Stacy Allred*

Head of Family Engagement & Governance
J.P. Morgan Wealth Management

Nancy Amick

Founder and Managing Partner
Insights Squared Consulting

Nike Anani

Director, Next Gen Advisory
Northern Trust Company

Arne Boudewyn

Founder and Managing Partner
Insights Squared Consulting

Linda Bourn*

National Director Family Enterprise Risk Practice Alliant Private Client

Peter Braxton

Managing Director
Akoya Capital

Jason Cain

Managing Director
Cynosure Wealth Management

Paul Edelman

Professional Coach, Educator and Facilitator
Edelman & Associates

Betsy Erickson*

Head of Family and Individual Services
Arabella Advisors

Paul Ferguson

Managing Director
Schwab Advisor Family Office

Greg Friedman

Chairman, Managing Director
Greycourt & Co, Inc.

Charlie Grace

Managing Director, Family Enterprise Solutions, Private Client Practice
Cambridge Associates

Dr. Sharilyn Hale

President
Watermark Philanthropy Counsel

Cynthia Adams Harrison

Managing Director, Center for Private Business Owners
PKF O’Connor Davies

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

Chief Learning Officer
Johnson Financial Group

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

Rebecca Meyer

Partner, Senior Consultant
Relative Solution, LLC

Bryn Mars Monohan

Managing Director,
Family Enterprise Consultant
Relative Solutions

Anna Nichols*

Managing Director,
Head of Client Education
Altair Advisors

Arden O’Connor*

CEO
O'Connor Professional Group

Richard Orlando

Founder and Legacy Consultant
Legacy Capitals

Natasha Pearl

CEO & Founder
Aston Pearl

Michael Pompian

Founder and CIO
Sunpointe Investments

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Dotti Reeder

Managing Director,
Client Advisory Team
Tolleson Wealth Management

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

Michael Sluder

CIO
The Family Office at Synovus

Dr. Moira Somers*

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

Cindy Steeb

Senior Managing Director
Clearstead

Meredith Thomas Straight

Consultant
Renkert Thomas Consulting

Amy Szostak

Director, Family Education and Governance
Northern Trust Company

Justin Tantalo

SVP - Asset Allocation, Portfolio Construction, and Manager Research
Key Private Bank

Emily A. Thompson, AAA

Owner
Thompson Art Advisory

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Stan Treger

Behavioral Insights Advisor
Northern Trust Institute

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

Jamie Weiner

Co-founder
Inheriting Wisdom

David Werdiger

Principal Consultant
Nathanson Pearson

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