Meet Our Team

Our team is comprised of a group of industry veterans, thought leaders and senior operating executives that have experience operating in every business model in the industry. These individuals have decades of experience advising UHNW families and family offices directly and consulting to financial services firms and their senior executives. They will be supported by an Editorial Board and a Faculty, comprised of some of the greatest experts in the wealth management space, who will ensure we are addressing the most important issues and topics relevant to UHNW families and family offices.

Advisory Board


Steve Prostano

Advisory Board - Founder

Founder and Managing Partner at SPI Partners

jamie mclaughlin.jpg

Jamie McLaughlin

Advisory Board - Founder

CEO at James H. McLaughlin & Co


Maria Elena Lagomasino

Advisory Board - Founder

CEO and Managing Partner of WE Family Offices


Bill Woodson

Advisory Board - Founder


Joe Calabrese

Advisory Board - Founder

National Head of Investments at Key Private Bank


Wally Head

Advisory Board

Vice Chairman at Gresham Partners, LLC


Michael Zeuner

Advisory Board

Managing Partner of WE Family Offices


Ellen Perry

Advisory Board

Founder of Wealthbridge Partners


John Dowd

Advisory Board

Head of Fiduciary Trust Company International


Austin Shapard

Advisory Board

President & CEO at Fiduciary Trust Company


Milton Pedraza

Advisory Board

CEO of the Luxury Institute

Kathy Lintz

Kathy Lintz

Advisory Board

Partner & Managing Member of Matter Family Office


Tom McCullough

Advisory Board

Chairman & CEO of Northland Family Office


Rob Elliott

Advisory Board

Market Street Trust Company

Board of Directors


Greg Rogers

Advisory Board

Founder & Managing partner of RayLign Advisory LLC


Tom Livergood

Advisory Board

Founder & CEO of Family Wealth Alliance

Andy Fay 2017 no tie.jpg

Andrew Fay

Advisory Board

Head of Family Office Services, Fidelity Investments

Faculty Advisors


Fredda Herz Brown

Faculty Advisor

Founding Principal of Relative Solutions


Jim Grubman

Faculty Advisor

Owner, Family Wealth Consulting

Charlotte Beyer.jpg

Charlotte Beyer

Faculty Advisor

President, Principle Quest Foundation; Founder, Institute for Private Investors


Linda Mack

Faculty Advisor

Founder and President of Mack International

S Winer.jpg

Susan Winer

Faculty Advisor

COO at Strategic Philanthropy


Doug Fritz

Faculty Advisor

Founder and CEO of F2 Strategy


Dennis Passis

Faculty Advisor

Founder at Family Wealth Library


Dennis Jaffe

Faculty Advisor

Research Associate at Wise Counsel Research


John A. Warnick

Faculty Advisor

Founder of the Purposeful Planning institute



Linda Bourn

National Director Family Enterprise Risk Practice at Crystal Alliant Private Client

Faculty Domain: Risk Management


Teresa Leigh

CEO at Teresa Leigh Household Risk Management

Faculty Domain: Household Risk Management


Chris Sidford

Founder and Medical Director at Black Bag (Global Emergency Medicine)

Faculty Domain: Private Health


Brian Hughes

CEO at Hughes Growth Strategies

Faculty Domain: Growth - Sales & Business Development

Ron Varney.jpg

Ron Varney

Principal at Ron Varney Fine Art Advisors

Faculty Domain: Fine Art


Editorial Board

bob casey.png

Bob Casey


Senior Managing Director for Research, Family Wealth Alliance


Tom Burroughes

Editorial Board

Group Editor at and ClearView Financial Media


David Lincoln

Head of Research

Co-Founder and Partner WISE Gateway

Marketing & Public Relations


Liz Fritz

Director of Marketing

Chief Marketing Officer of F2 Strategy


Advisor Council

The UHNW Institute has set out to create something different for advisors and firms serving UHNW families and family offices. The Advisor Council will be a community of exceptional individuals and firms that can help one another overcome challenges, create new opportunities and be successful in this highly competitive and rapidly changing industry.

We will recruit and select advisors and firms not just on the basis of their success but for their professional disciplines, expertise, experience, diversity of perspectives and their willingness to give as much as they gain. Additionally, The UHNW Institute will provide the following benefits:

☑ Associating with an important cause: The UHNW Institute’s Mission;

☑ Getting published through The UHNW Institute;

☑ Gaining insights and advice from fellow industry leaders; and

☑ Accessing timely and relevant content, across multiple disciplines, from industry thought leaders.

Membership should be viewed as an opportunity to highlight your firm’s talent and thought leadership. It should not be viewed or used as a sales or business-development opportunity. We hope that advisors and firms will  learn, be more effective in serving these client segments and be more successful in the future.