Faculty

Photo: Max Touhey

Faculty

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Jim Grubman*

Content & Curriculum Board Chair
The UHNW Institute

Owner
Family Wealth Consulting

Stacy+Allred

Stacy Allred*

Managing Director
First Republic Investment Management, Inc

Linda+Bourn

Linda Bourn*

National Director Family Enterprise Risk Practice Alliant Private Client

Peter Braxton

Managing Director
Akoya Capital

Jason+Cain

Jason Cain

Chief Wealth Strategist
Boston Private, an SVB Company

Michelle+Clements

Michelle Clements

President
Synergy Partners

Betsy Erickson

Head of Family and Individual Services
Arabella Advisors

Paul+Ferguson

Paul Ferguson

Managing Director
Schwab Advisor Family Office

Doug+Fritz

Doug Fritz

Founder and CEO
F2 Strategy

Sharilyn-Hale-Watermark-Philanthropic-Counsel

Dr. Sharilyn Hale

President
Watermark Philanthropy Counsel

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

Co-Founder
Touchpoint Growth Strategies

Dennis+Jaffe

Dennis Jaffe*

Senior Research Fellow
Banyan Global

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Kjartan Jansen

Co-Founder & CFO
Graddha LLC

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Marlis Jansen

Co-Founder & CEO
Graddha LLC

Kim+Kamin

Kim Kamin

Principal and Chief Wealth Strategist
Gresham Partners LLC

Kristin+Keffeler

Kristin Keffeler

Founder
Illumination360

Teresa+Leigh

Teresa Leigh

CEO
Teresa Leigh Household Risk Management

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

Natalie+McVeigh

Natalie McVeigh

Managing Director
Eisner Advisory Group, LLC

Arden+OConnor

Arden O’Connor

CEO
O'Connor Professional Group

Natasha+Pearl

Natasha Pearl

CEO & Founder
Aston Pearl

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Joe R.

Joseph Reilly

CEO and Founder
Circulus Group
and Director of
The Inheritance Project

Jill+Shiply

Jill Shipley

Managing Director and Head of Governance and Education
Tiedemann Advisors

Jordan+Schlain

Jordan Shlain, MD.

Founder
Private Medical

Chris+Sidford

Chris Sidford

Founder and Medical Director
Black Bag

Moira+Somers

Dr. Moira Somers

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

Emily Thompson

Emily A. Thompson, AAA

Owner
Thompson Art Advisory

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

Tim Volk

Tim Volk

Senior Strategic Advisor
T.Volk & Company

Susan+Winer

Susan Winer*

COO
Strategic Philanthropy Ltd.

yanis-caren2017

Caren Yanis

Founder & President
Croland Consulting

* Domain Chair

Editorial Board

Tom+Burroughes

Tom Burroughes

Group Editor
WealthBreifing.com and ClearView Financial Media

bob+casey

Robert Casey

Independent Consultant

Chair
The UHNW Institute

Angelique+LeDoux

Angelique LeDoux

Managing Director
GTFO Capital Partners

Managing Editor
The UHNW Institute

David+Lincoln

David Lincoln

Co-Founder and Partner WISE Gateway

Director of Research
The UHNW Institute