Our Team
Board of Directors
* Founding Member
Steve Prostano*
Founder & CEO
Chairman of the 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
Rob Elliott
Board of Directors
Market Street Trust Company
Maria Elena Lagomasino*
CEO and Managing Partner
WE Family Offices
Robert Casey
Independent Consultant
Advisory Board
Thom Melcher
Advisory Board Chair
The UHNW Institute
Director of Family Wealth
Glenmede
Amy Hart-Clyne
Advisory Board Vice Chair
The UHNW Institute
Chief Knowledge Officer
Pitcairn
Stacy Allred
Head of Family Engagement & Governance
J.P. Morgan Wealth Management
Tyler Banks
Executive Vice President
Alliant Private Client
Jonathan Bergman
President
TAG Associates
Eddie Brown
Chief Growth Officer
Pathstone
Thomas Carroll
CEO & President Homrich Berg
Francois de Visscher
CEO
Fiduciary Trust Company
International
John Dowd
Chairman & CEO
Fiduciary Trust International
Katherine Dunlevie
Family Office Professional
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Andrew Fay
Founder
1712 Consulting, LLC
Jonathan Flack
Partner
PWC
Matthew Fleissig
CEO
Pathstone
Greg Friedman
Chairman and Managing Director
Greycourt & Co.
Doug Fritz
Co-founder and CEO
F2 Strategy
Paige Goepfert
Managing Director
Andersen Tax LLC
Sam Graham
President & CEO
Diversified Trust
Thomas J. Handler
Managing Partner
Handler Law
Stephen Harris
CEO
ClearView Financial Media
Barbara Hauser
Editor-in-Chief
The International Family Offices Journal
Fredda Herz Brown
Founding Principal
Relative Solutions
Brian Hughes
President
Eton Advisors
Richard Joyner
Managing Director
AlTi Tiedemann Global
William Kambas
Partner,
Withersworldwide
Kim Kamin
Principal & Chief Wealth Strategist
Gresham Partners LLC
Paul Laughlin
Retired Managing Director,
Andersen Tax
Teresa Leigh
CEO
Teresa Leigh Home + Family Office
Pamela Lucina
EVP
Northern Trust
Edward Marshall
CEO
Presage Global
Drew McMorrow
President & CEO
Ballentine Partners, LLC
Doris Meister
Chairman and CEO Emeritus
Wilmington Trust
Allison Taff Migel
Managing Director of Investor Relations
Seminal Capital Holdings, LLC (SEMCAP)
Liz Nesvold
Vice Chair, Emigrant Bank
&
Chair, Emigrant Partners
David Novick
Chief Relationship Officer
Briar Hall
Arden O’Connor
CEO
Intent Critical
Natasha Pearl
CEO & Founder
Aston Pearl
Milton Pedraza
CEO
The Luxury Institute
John Prufeta
Chairman & General Partner
Medical Excellence Capital, LLC
Greg Rogers
Founder & Managing Partner
RayLign, LLC
Laurent Roux
Partner, Willow Street Group
&
Founder and CEO, Gallatin Wealth Management
Austin Shapard
President & CEO
Fiduciary Trust Company
Jill Shipley
Head of Governance and Education
AlTi Tiedemann Global
Chris Sidford
Founder & Medical Director
Black Bag
Pat Soldano
Founder
The Policy and Taxation Group
Domingo P. Such III
Firmwide Chair
Family Office Services Practice
at Perkins Coie
Dune Thorne
Head of Growth & Strategy
Brown Advisory
Daniel Trimarchi
Director of Family
Business
Advisory Services
KPMG
Ronald Varney
Principal
Ron Varney Fine Art Advisors
Paul Viollis
CEO
Viollis Group International
William Wyman
President, Family Office Services
Summitas
Christopher Zander
President & CEO
Evercore Wealth Management
Company, N.A.
Faculty
** Domain Chair
Stacy Allred**
Head of Family Engagement & Governance
J.P. Morgan Wealth Management
Arne Boudewyn**
Founder and Managing Partner
Insights Squared Consulting
Linda Bourn**
National Director
Family Enterprise Risk Practice
Alliant Private Client
Betsy Erickson**
Head of Family and Individual Services
Arabella Advisors
Charlie Grace**
Managing Director
Cambridge Associates
Dennis Jaffe**
Senior Research Fellow
Banyan Global
Kim Kamin**
Principal and Chief Wealth Strategist
Gresham Partners LLC
Anna Nichols**
Managing Director,
Head of Client Education
Altair Advisors
Dr. Moira Somers**
Founding Partner and Chief Learning Officer
Blackwood Family Enterprise Services
Amelia Renkert-Thomas**
Founder and President
Renkert Thomas Consulting
Jim Grubman
Faculty Chair
Owner
Family Wealth Consulting
Cindy Adams Harrison
Owner
Adams Harrison
Performance Consulting
Nancy Amick
Founder and Managing Partner
Insights Squared Consulting
Nike Anani
Director, Next Gen Advisory
Northern Trust Company
Pat Armstrong
Family Wealth
Consultant
Family
Leadership Development
Peter Braxton
Managing Director
SouthWorth Capital
Diane Delaney, CPRIA
CEO/Executive Director
Private Risk Management Association
Dr. Brian Dooreck
Founder
Executive
Health Navigation
Lukas Dwelly
Philanthropic Advisor
DonarsTrust
Paul Edelman
Professional Coach, Educator and Facilitator
Edelman & Associates
Zachary Faas
VP of Clinical Operations
Intent Critical
Paul Ferguson
Managing Director
Schwab Advisor Family Office
Greg Friedman
Chairman, Managing Director
Greycourt & Co, Inc.
Thomas J. Handler
Managing Partner
Handler Law
Fredda Herz Brown
Founding Principal
Relative Solutions
Brian Hughes
President
Eton Advisors
Andrew Jeffrey
Family Office Advisory
Northwood Family Office
Luke Jernagan
Managing Director
Matter Family Office
Hannah Kanstroom
Director, Family Advisory
Pathstone
Randy Kaufman
Managing Partner
Aker Advisors
Kristin Keffeler
Chief Learning Officer
Johnson Financial Group
Teresa Leigh
CEO
Teresa Leigh Home and Family Office
Kathy Lintz
Partner & Managing Member
Matter Family Office
Alvina Lo
Chief Wealth Strategist
Wilmington Trust
Linda Mack
Founder and President
Mack International
Bryn Mars Monahan
Family Enterprise Consultant
Relative Solutions
Rebecca Meyer
Partner,
Relative Solutions
Kathryn Norris
Founder & CEO
Atténuer Risk
William Onorato
Family Office Practice Leader
RKL Wealth Management
Richard Orlando
Founder and Legacy Consultant
Legacy Capitals
Amir Pasha
Physician
Mayo Clinic
Natasha Pearl
CEO & Founder
Aston Pearl
Michael Pompian
Founder and CIO
Sunpointe Investments
John Prufeta
Chairman & General Partner
Medical Excellence Capital, LLC
Dotti Reeder
President, North Texas Region
Northern Trust
Joseph Reilly
CEO and Founder
Circulus Group
Laurent Roux
Partner, Willow Street Group
&
Founder and CEO, Gallatin Wealth Management
Jordan Shlain, MD.
Founder
Private Medical
Chris Sidford
Founder and Medical Director
Black Bag
Michael Sluder
CIO
The Family Office at Synovus
Cindy Steeb
Senior Managing Director
Clearstead
Amy Szostak
Director, Family Education and Governance
Northern Trust Company
Justin Tantalo
SVP
Key Bank
Meredith Thomas Straight
Consultant
Renkert Thomas Consulting
Emily A. Thompson, AAA
Owner
Thompson Art Advisory
Stan Treger
Behavioral Insights Advisor
Northern Trust Institute
Daniel Trimarchi
Director of Family Business
Advisory Services
KPMG
Ronald Varney
Principal
Ron Varney Fine Art Advisors
Tim Volk
Founder & Managing Director
T.Volk & Company
Jamie Weiner
Co-founder
Inheriting Wisdom
David Werdiger
Principal Consultant
Nathanson Pearson
Susan Winer
COO
Strategic Philanthropy Ltd.
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
