GenSpring Family Offices
Industry: Company
DescriptionHeadquarters: Jupiter, FL Founded: 1989 Parent organization: GenSpring Holdings Inc Subsidiaries: Inlign Wealth Management LLC, Epic Advisors, Inc., GenSpring Family Offices International, LLC
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GenSpring Family Offices Employees
Employee
Years
Job
Industry
Greg Guthrie Greg Guthrie's GenSpring Family Offices Experience August 2008 - July 2015
Job VF Office
Industry Financial Services
Experience
VF Office July 2015 - Present
GenSpring Family Offices August 2008 - July 2015
EY 1988 - 2008
Education
University of Alabama
Bachelor of Science (BS), Accounting
University of Alabama
Doctor of Law (J.D.)
VF Office July 2015 - Present
GenSpring Family Offices August 2008 - July 2015
EY 1988 - 2008
Education
University of Alabama
Bachelor of Science (BS), Accounting
University of Alabama
Doctor of Law (J.D.)
Andrew Mehalko, CFA Andrew Mehalko, CFA's GenSpring Family Offices Experience March 1999 - April 2011
Job Professional Investor, Entrepreneur & Family Office Pioneer
Industry Investment Management
Experience
AM Global Family Investment Office January 2012 - Present
GenSpring Family Offices March 1999 - April 2011
DCA Global Investment Management April 1994 - January 1999
The Legend Group January 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Family Office, Investments, Investment Management, Alternative Investment...
Education
University of North Carolina at Greensboro 1983 — 1987
BS Finance, Finance
Hialeah Miami Lakes Senior High School 1979 — 1983
AM Global Family Investment Office January 2012 - Present
GenSpring Family Offices March 1999 - April 2011
DCA Global Investment Management April 1994 - January 1999
The Legend Group January 1990 - March 1994
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Family Office, Investments, Investment Management, Alternative Investment...
Education
University of North Carolina at Greensboro 1983 — 1987
BS Finance, Finance
Hialeah Miami Lakes Senior High School 1979 — 1983
Christopher Walczak, CFP®, CTFA Christopher Walczak, CFP®, CTFA's GenSpring Family Offices Experience May 2006 - Present
Job Family Wealth Advisor at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices May 2006 - Present
Financial Planning Association of Maryland 2014 - April 2015
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planners, Wealth, Financial Advisory, Financial Services, Certified Financial..., High Net Worth..., Asset Allocation, Alternative Investments, Investment Advisory, Risk Management, Financial Modeling, Tax, Investment Management, Investments, Portfolio Management, Asset Management
Education
University of Maryland 2009 — 2010
Financial Planning
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
Ridgewood High School 1998 — 2001
GenSpring Family Offices May 2006 - Present
Financial Planning Association of Maryland 2014 - April 2015
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planners, Wealth, Financial Advisory, Financial Services, Certified Financial..., High Net Worth..., Asset Allocation, Alternative Investments, Investment Advisory, Risk Management, Financial Modeling, Tax, Investment Management, Investments, Portfolio Management, Asset Management
Education
University of Maryland 2009 — 2010
Financial Planning
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
Ridgewood High School 1998 — 2001
Rory (Samuel) Heilakka Rory (Samuel) Heilakka's GenSpring Family Offices Experience July 2007 - August 2007
Job Engagement Manager at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman October 2009 - Present
Teva Pharmaceuticals June 2009 - October 2009
GenSpring Family Offices July 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Financial Analysis, Management Consulting, Strategy, Program Management, Business Strategy, Strategic Planning, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Development, Private Equity, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (BS), International Relations and Affairs
Oliver Wyman October 2009 - Present
Teva Pharmaceuticals June 2009 - October 2009
GenSpring Family Offices July 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Financial Analysis, Management Consulting, Strategy, Program Management, Business Strategy, Strategic Planning, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Development, Private Equity, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (BS), International Relations and Affairs
Amy Blumenstein Amy Blumenstein's GenSpring Family Offices Experience September 2011 - June 2013
Job at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2013 - Present
GenSpring Family Offices September 2011 - June 2013
Clark Enterprises, Inc. June 2009 - September 2011
Ernst & Young March 2008 - June 2009
Skills
CPA, Family Office, Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Financial Planners, Microsoft Excel, Tax Research, Tax Law, High Net Worth...
Education
University of Delaware 2006 — 2007
Master of Science (MS), Accounting
University of Delaware 2003 — 2006
Bachelor of Science (BS), Hotel, Restaurant, and Institutional Management
The Carlyle Group June 2013 - Present
GenSpring Family Offices September 2011 - June 2013
Clark Enterprises, Inc. June 2009 - September 2011
Ernst & Young March 2008 - June 2009
Skills
CPA, Family Office, Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Financial Planners, Microsoft Excel, Tax Research, Tax Law, High Net Worth...
Education
University of Delaware 2006 — 2007
Master of Science (MS), Accounting
University of Delaware 2003 — 2006
Bachelor of Science (BS), Hotel, Restaurant, and Institutional Management
Jeff Stokes Jeff Stokes's GenSpring Family Offices Experience September 2001 - April 2010
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2013 - Present
Northern Trust May 2010 - August 2013
GenSpring Family Offices September 2001 - April 2010
SunTrust Bank August 1995 - September 2001
Skills
Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory, Business Development, Investment Strategies, High Net Worth..., Series 7
Education
University of Central Florida 1978 — 1982
Business, Finance
University of Pennsylvania - The Wharton School
U.S. Trust Accelerating Growth Program
Canon Trust School
National Graduate Trust School Northwestern University
National Trust School Northwestern University
Trust
U.S. Trust August 2013 - Present
Northern Trust May 2010 - August 2013
GenSpring Family Offices September 2001 - April 2010
SunTrust Bank August 1995 - September 2001
Skills
Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory, Business Development, Investment Strategies, High Net Worth..., Series 7
Education
University of Central Florida 1978 — 1982
Business, Finance
University of Pennsylvania - The Wharton School
U.S. Trust Accelerating Growth Program
Canon Trust School
National Graduate Trust School Northwestern University
National Trust School Northwestern University
Trust
Lisa Brayer Lisa Brayer's GenSpring Family Offices Experience May 2004 - July 2008
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Northern Trust July 2010 - Present
GenSpring Family Offices May 2004 - July 2008
Bessemer Trust February 2002 - May 2004
Northern Trust November 1992 - February 2002
J.P. Morgan February 1984 - October 1990
Education
Thunderbird School of Global Management
MBA, International Finance
UC Berkeley
Bachelor of Arts (BA), Political Economy
Wade Hill, CFP ® Wade Hill, CFP ®'s GenSpring Family Offices Experience October 2012 - July 2014
Job Investment Analyst at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2014 - Present
GenSpring Family Offices October 2012 - July 2014
GenSpring Family Offices January 2011 - October 2012
Ameriprise Financial Services, Inc. - Bryant, Carroll, and Associates June 2010 - July 2010
Skills
Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Management, Customer Service, Portfolio Management, Asset Management, Leadership, Marketing, Investment Management, Estate Planning, Financial Analysis, Equities
Education
The University of Georgia 2006 — 2010
Family Financial Planning
SignatureFD July 2014 - Present
GenSpring Family Offices October 2012 - July 2014
GenSpring Family Offices January 2011 - October 2012
Ameriprise Financial Services, Inc. - Bryant, Carroll, and Associates June 2010 - July 2010
Skills
Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Management, Customer Service, Portfolio Management, Asset Management, Leadership, Marketing, Investment Management, Estate Planning, Financial Analysis, Equities
Education
The University of Georgia 2006 — 2010
Family Financial Planning
Steve Brasier's GenSpring Family Offices Experience May 2014 - Present
Job Managing Director at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices May 2014 - Present
SunTrust Bank October 2008 - March 2014
GenSpring Family Offices March 2007 - September 2008
SunTrust Bank July 2005 - February 2007
SunTrust Bank May 1995 - June 2005
Paine Webber February 1993 - April 1995
Sikorsky Aircraft August 1991 - August 1992
United States Army July 1971 - July 1991
Skills
Relationship Management, Client Development, Relationship Marketing, Portfolio Management, Hedge Funds, 40 Act Funds
Education
Troy University 1984 — 1986
MS Management
Troy University 1982 — 1984
Bachelor of Science (BS)
DoD Training with Industry 1986 — 1987
Defense Acquisition Management
GenSpring Family Offices May 2014 - Present
SunTrust Bank October 2008 - March 2014
GenSpring Family Offices March 2007 - September 2008
SunTrust Bank July 2005 - February 2007
SunTrust Bank May 1995 - June 2005
Paine Webber February 1993 - April 1995
Sikorsky Aircraft August 1991 - August 1992
United States Army July 1971 - July 1991
Skills
Relationship Management, Client Development, Relationship Marketing, Portfolio Management, Hedge Funds, 40 Act Funds
Education
Troy University 1984 — 1986
MS Management
Troy University 1982 — 1984
Bachelor of Science (BS)
DoD Training with Industry 1986 — 1987
Defense Acquisition Management
Cynthia Nalley, SPHR Cynthia Nalley, SPHR's GenSpring Family Offices Experience January 2011 - October 2013
Job Client Services at Telesto Group LLC
Industry Information Technology and Services
Experience
Telesto Group LLC March 2015 - Present
Sun Realty January 2014 - February 2015
GenSpring Family Offices January 2011 - October 2013
Performaware LLC June 2007 - December 2010
JPMorgan Chase August 2001 - April 2006
Chase October 1998 - August 2001
Citi January 1996 - September 1998
Skills
Human Resources, Strategic Human..., Performance Management, Performance Appraisal, Compensation Structures, Deferred Compensation, Learning Management..., Employee Engagement, Employee Relations, Compliance, PeopleSoft, Executive Reporting, Project Management, Business Analysis, Database Design, Access Database, SharePoint Designer, InfoPath Forms
Education
University of South Florida
Bachelor of Science (BS), Management Information Systems, General
Telesto Group LLC March 2015 - Present
Sun Realty January 2014 - February 2015
GenSpring Family Offices January 2011 - October 2013
Performaware LLC June 2007 - December 2010
JPMorgan Chase August 2001 - April 2006
Chase October 1998 - August 2001
Citi January 1996 - September 1998
Skills
Human Resources, Strategic Human..., Performance Management, Performance Appraisal, Compensation Structures, Deferred Compensation, Learning Management..., Employee Engagement, Employee Relations, Compliance, PeopleSoft, Executive Reporting, Project Management, Business Analysis, Database Design, Access Database, SharePoint Designer, InfoPath Forms
Education
University of South Florida
Bachelor of Science (BS), Management Information Systems, General
Laura Opdenaker's GenSpring Family Offices Experience September 2007 - June 2008
Job Professional Event Marketing and Meeting Planner
Industry Marketing and Advertising
Experience
JP Morgan Chase Private Bank 2013 - 2015
LSO Events & Public Relations, Inc. March 2011 - February 2012
Fordham University 2011 - 2012
Citibank August 2008 - October 2010
GenSpring Family Offices September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC. July 1999 - October 2007
The Lord"s Place 2006 - 2007
The Retreat 2000 - 2002
UBS December 1997 - December 1999
French Chamber of Commerce September 1996 - April 1998
Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases
Education
Pine Manor College
Certificate of French Language and Culture
University of Delaware
Bachelor of Arts
JP Morgan Chase Private Bank 2013 - 2015
LSO Events & Public Relations, Inc. March 2011 - February 2012
Fordham University 2011 - 2012
Citibank August 2008 - October 2010
GenSpring Family Offices September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC. July 1999 - October 2007
The Lord"s Place 2006 - 2007
The Retreat 2000 - 2002
UBS December 1997 - December 1999
French Chamber of Commerce September 1996 - April 1998
Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases
Education
Pine Manor College
Certificate of French Language and Culture
University of Delaware
Bachelor of Arts
Anna White Anna White's GenSpring Family Offices Experience April 2010 - June 2015
Job Director of Investment Communications at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
GenSpring Family Offices April 2010 - June 2015
Skills
Fund Of Funds, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investor Relations, Investment Management, Investment Strategies, Equities, Private Equity, Portfolio Management, Wealth Management, Investment Advisory, Fixed Income, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business Administration
Bessemer Trust June 2015 - Present
GenSpring Family Offices April 2010 - June 2015
Skills
Fund Of Funds, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investor Relations, Investment Management, Investment Strategies, Equities, Private Equity, Portfolio Management, Wealth Management, Investment Advisory, Fixed Income, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business Administration
LaTisha Deutsch LaTisha Deutsch's GenSpring Family Offices Experience March 2011 - Present
Job Family ServicesCoordinator at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices March 2011 - Present
Skills
Asset Management, Investments, Wealth Management, Portfolio Management
Education
The University of North Dakota 2002 — 2004
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
GenSpring Family Offices March 2011 - Present
Skills
Asset Management, Investments, Wealth Management, Portfolio Management
Education
The University of North Dakota 2002 — 2004
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Brian Gupton's GenSpring Family Offices Experience 2007 - 2008
Job Vice PresidentSales and Strategic Relationships at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Evan Byers Evan Byers's GenSpring Family Offices Experience August 2015 - Present
Job Family Investment Associate, GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices August 2015 - Present
Fifth Third Bank January 2013 - July 2015
Fifth Third Bank November 2011 - January 2013
Fifth Third Bank September 2010 - November 2011
Merrill Lynch (Intern) September 2009 - December 2009
Morgan Stanley Smith Barney (Intern) May 2009 - August 2009
Chiles Media Group October 2008 - May 2009
Skills
Portfolio Management, Financial Analysis, Investments, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Services, Bloomberg, Investment Management, Corporate Finance, Fixed Income, Equities
Education
Xavier University 2010 — 2011
Masters of Business Administration, Finance
University of Kentucky 2005 — 2009
Bachelors of Business Administration, Finance, Marketing, International Business
GenSpring Family Offices August 2015 - Present
Fifth Third Bank January 2013 - July 2015
Fifth Third Bank November 2011 - January 2013
Fifth Third Bank September 2010 - November 2011
Merrill Lynch (Intern) September 2009 - December 2009
Morgan Stanley Smith Barney (Intern) May 2009 - August 2009
Chiles Media Group October 2008 - May 2009
Skills
Portfolio Management, Financial Analysis, Investments, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Services, Bloomberg, Investment Management, Corporate Finance, Fixed Income, Equities
Education
Xavier University 2010 — 2011
Masters of Business Administration, Finance
University of Kentucky 2005 — 2009
Bachelors of Business Administration, Finance, Marketing, International Business
AJ Shilcoski's GenSpring Family Offices Experience October 2011 - Present
Job Family Services Coordinator
Industry Financial Services
Experience
GenSpring Family Offices October 2011 - Present
Skills
Asset Allocation, Finance, Alternative Investments, Wealth Management, Asset Management
Education
Passed Level I of the CFA Program 2015 — 2015
University of Georgia - Terry College of Business 2008 — 2010
Bachelor of Business Administration
The University of New Orleans International Summer School 2008 — 2008
GenSpring Family Offices October 2011 - Present
Skills
Asset Allocation, Finance, Alternative Investments, Wealth Management, Asset Management
Education
Passed Level I of the CFA Program 2015 — 2015
University of Georgia - Terry College of Business 2008 — 2010
Bachelor of Business Administration
The University of New Orleans International Summer School 2008 — 2008
Brittany Danahey's GenSpring Family Offices Experience May 2011 - March 2015
Job Portfolio Manager at Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management April 2015 - Present
GenSpring Family Offices May 2011 - March 2015
Cambridge Associates June 2010 - April 2011
Cambridge Associates August 2009 - May 2010
Cambridge Associates June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2007 - August 2007
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Allocation, Financial Modeling, Trading, Leadership, Analysis, Management, Financial Analysis, Investment Management, Wealth Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelors of Science in Business Administration, Finance; Spanish
Rinehart Wealth Management April 2015 - Present
GenSpring Family Offices May 2011 - March 2015
Cambridge Associates June 2010 - April 2011
Cambridge Associates August 2009 - May 2010
Cambridge Associates June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2007 - August 2007
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Allocation, Financial Modeling, Trading, Leadership, Analysis, Management, Financial Analysis, Investment Management, Wealth Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelors of Science in Business Administration, Finance; Spanish
Jay Cloud Jay Cloud's GenSpring Family Offices Experience August 2010 - Present
Job Family Wealth Advisor at GenSpring Family Offices, LLC
Industry Financial Services
Experience
GenSpring Family Offices August 2010 - Present
Bradley Arant Boult Cummings LLP March 2004 - July 2010
Bass, Berry & Sims September 1998 - February 2004
Skills
Estate Planning, Trusts, Wealth Management, Tax Law, Strategic Financial..., Trust Services, Wealth, Financial Advisory, Inheritance Tax Planning, Estate Administration, Financial Planners, High Net Worth..., Wealth Management..., Estate Law, Estate Tax Planning, Risk Management
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
Masters, Tax Law
University of Arkansas School of Law, Fayetteville 1991 — 1994
J.D., Law
Vanderbilt University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
GenSpring Family Offices August 2010 - Present
Bradley Arant Boult Cummings LLP March 2004 - July 2010
Bass, Berry & Sims September 1998 - February 2004
Skills
Estate Planning, Trusts, Wealth Management, Tax Law, Strategic Financial..., Trust Services, Wealth, Financial Advisory, Inheritance Tax Planning, Estate Administration, Financial Planners, High Net Worth..., Wealth Management..., Estate Law, Estate Tax Planning, Risk Management
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
Masters, Tax Law
University of Arkansas School of Law, Fayetteville 1991 — 1994
J.D., Law
Vanderbilt University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Will Froelich, CFA, CFP® Will Froelich, CFA, CFP®'s GenSpring Family Offices Experience January 2014 - May 2015
Job Client Advisor at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates May 2015 - Present
GenSpring Family Offices January 2014 - May 2015
GenSpring Family Offices November 2011 - December 2013
GenSpring Family Offices December 2009 - November 2011
GenSpring Family Offices May 2007 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Management, Analysis, Tax, Alternative Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
Masters of Finance, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
Finance, Finance, General
Miller Russell Associates May 2015 - Present
GenSpring Family Offices January 2014 - May 2015
GenSpring Family Offices November 2011 - December 2013
GenSpring Family Offices December 2009 - November 2011
GenSpring Family Offices May 2007 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Management, Analysis, Tax, Alternative Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
Masters of Finance, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
Finance, Finance, General
Mark Renz, CFA Mark Renz, CFA's GenSpring Family Offices Experience 2004 - 2010
Job Chief Investment Officer at Socius Family Office
Industry Investment Management
Experience
Socius Family Office 2015 - Present
Barclay Breland Family Office 2012 - 2014
Citi Private Bank 2010 - 2012
GenSpring Family Offices 2004 - 2010
Access Wealth Management 2001 - 2004
TD Waterhouse 1996 - 2001
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Equities, Hedge Funds, Fixed Income, Investment Strategies, Fund Of Funds, Financial Services, Wealth Management, Due Diligence, Asset Allocation, Asset Managment, Wealth Management..., Asset Management, Corporate Finance, Mutual Funds, Chartered Financial..., Investment Management, Finance, Asset, Private Equity, Investment Advisory, High Net Worth..., Strategic Financial..., Family Office, Securities, Bonds, Capital Markets, Private Banking, Series 63, Derivatives, Financial Advisory, Strategy, Financial Analysis, Financial Planning
Education
University of North Florida 2002 — 2004
Master of Business Administration (M.B.A.), Finance
University of Miami
Bachelor of Science (B.Sc.), Communication Poltical Science
Socius Family Office 2015 - Present
Barclay Breland Family Office 2012 - 2014
Citi Private Bank 2010 - 2012
GenSpring Family Offices 2004 - 2010
Access Wealth Management 2001 - 2004
TD Waterhouse 1996 - 2001
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Equities, Hedge Funds, Fixed Income, Investment Strategies, Fund Of Funds, Financial Services, Wealth Management, Due Diligence, Asset Allocation, Asset Managment, Wealth Management..., Asset Management, Corporate Finance, Mutual Funds, Chartered Financial..., Investment Management, Finance, Asset, Private Equity, Investment Advisory, High Net Worth..., Strategic Financial..., Family Office, Securities, Bonds, Capital Markets, Private Banking, Series 63, Derivatives, Financial Advisory, Strategy, Financial Analysis, Financial Planning
Education
University of North Florida 2002 — 2004
Master of Business Administration (M.B.A.), Finance
University of Miami
Bachelor of Science (B.Sc.), Communication Poltical Science
Evan Judge, CFP® Evan Judge, CFP®'s GenSpring Family Offices Experience June 2010 - February 2013
Job Client Advisor at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2010 - February 2013
RSM McGladrey June 2009 - August 2009
Olympus Financial Advisors May 2007 - August 2008
Skills
Portfolio Management, Cash Flow, Transactional Analysis, Investments, Asset Allocation
Education
University of Arizona, Eller College of Management 2008 — 2010
MBA, Finance
University of Arizona, Eller College of Management 2008 — 2010
Masters, Master in Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2006
Bachelors, Business
CERTIFIED FINANCIAL PLANNER™ Certificant
CHARTED FINANCIAL CONSULTANT™ Certificant
Miller Russell Associates February 2013 - Present
GenSpring Family Offices June 2010 - February 2013
RSM McGladrey June 2009 - August 2009
Olympus Financial Advisors May 2007 - August 2008
Skills
Portfolio Management, Cash Flow, Transactional Analysis, Investments, Asset Allocation
Education
University of Arizona, Eller College of Management 2008 — 2010
MBA, Finance
University of Arizona, Eller College of Management 2008 — 2010
Masters, Master in Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2006
Bachelors, Business
CERTIFIED FINANCIAL PLANNER™ Certificant
CHARTED FINANCIAL CONSULTANT™ Certificant
Cyndi Massad Cyndi Massad's GenSpring Family Offices Experience 2005 - 2008
Job SVP, Client Advisor at SunTrust
Industry Financial Services
Experience
SunTrust June 2015 - Present
U.S.Trust 2009 - 2014
GenSpring Family Offices 2005 - 2008
Wachovia 1998 - 2005
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Wealth, Wealth Management..., Estate Planning, Financial Planning, Asset Management, Retirement Planning, High Net Worth..., Financial Advisory, Investment Strategies
Education
University of Richmond - Robins School of Business
BSBA, Finance and Marketing
SunTrust June 2015 - Present
U.S.Trust 2009 - 2014
GenSpring Family Offices 2005 - 2008
Wachovia 1998 - 2005
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Wealth, Wealth Management..., Estate Planning, Financial Planning, Asset Management, Retirement Planning, High Net Worth..., Financial Advisory, Investment Strategies
Education
University of Richmond - Robins School of Business
BSBA, Finance and Marketing
Puneet Sahi, CFA's GenSpring Family Offices Experience July 2015 - Present
Job Senior Family Investment Officer at GenSpring
Industry Investment Management
Experience
GenSpring Family Offices July 2015 - Present
Skills
Equities, Asset Management, Portfolio Management, Valuation, Investments, Hedge Funds, Financial Analysis, Investment Management, Asset Managment, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Investment Advisory, Asset Allocation, Equity Research, Risk Management
Education
University of California, Irvine 1994 — 1998
BA
University of Pennsylvania - The Wharton School
MBA
GenSpring Family Offices July 2015 - Present
Skills
Equities, Asset Management, Portfolio Management, Valuation, Investments, Hedge Funds, Financial Analysis, Investment Management, Asset Managment, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Investment Advisory, Asset Allocation, Equity Research, Risk Management
Education
University of California, Irvine 1994 — 1998
BA
University of Pennsylvania - The Wharton School
MBA
Eduardo Villa, CFA, CAIA's GenSpring Family Offices Experience March 2014 - Present
Job Investment Management
Industry Financial Services
Experience
GenSpring Family Offices March 2014 - Present
WE Family Offices January 2013 - March 2014
GenSpring Family Offices April 2007 - December 2013
Education
Universidad de Los Andes 1996 — 2002
Bachelor of Engineering (B.E.), Industrial Engineering
GenSpring Family Offices March 2014 - Present
WE Family Offices January 2013 - March 2014
GenSpring Family Offices April 2007 - December 2013
Education
Universidad de Los Andes 1996 — 2002
Bachelor of Engineering (B.E.), Industrial Engineering
Dean Borland's GenSpring Family Offices Experience 2002 - Present
Job Family Wealth Advisor at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices 2002 - Present
Sunrise Tractor and Equipment 1996 - 2002
Deloitte & Touche 1993 - 1996
Education
University of Florida 1986 — 1991
Bachelors, Finance
GenSpring Family Offices 2002 - Present
Sunrise Tractor and Equipment 1996 - 2002
Deloitte & Touche 1993 - 1996
Education
University of Florida 1986 — 1991
Bachelors, Finance
Lesley Higgins's GenSpring Family Offices Experience September 2007 - Present
Job Client Service Director at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices September 2007 - Present
Citywide Banks January 2004 - August 2007
Education
University of Colorado Denver 2000 — 2001
BSBA, Management
University of Montana 1998 — 1999
AAS, Entrepreneurship
GenSpring Family Offices September 2007 - Present
Citywide Banks January 2004 - August 2007
Education
University of Colorado Denver 2000 — 2001
BSBA, Management
University of Montana 1998 — 1999
AAS, Entrepreneurship
Ron McKee's GenSpring Family Offices Experience July 2005 - January 2013
Job Senior Client Support Admin at Miller/Russell & Associates
Industry Financial Services
Experience
Miller Russell Associates February 2013 - Present
GenSpring Family Offices July 2005 - January 2013
Deutsche Asset Management March 1997 - December 2002
Skills
Equities, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Fund Of Funds, Wealth Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Securities, Investment Strategies, High Net Worth..., Business Analysis
Education
University of Arizona 1990 — 1996
BSBA, Finance
Miller Russell Associates February 2013 - Present
GenSpring Family Offices July 2005 - January 2013
Deutsche Asset Management March 1997 - December 2002
Skills
Equities, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Fund Of Funds, Wealth Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Securities, Investment Strategies, High Net Worth..., Business Analysis
Education
University of Arizona 1990 — 1996
BSBA, Finance
Lois Arreguin's GenSpring Family Offices Experience November 2002 - December 2014
Job CSA
Industry Financial Services
Experience
Barclays May 2015 - Present
GenSpring Family Offices November 2002 - December 2014
Deutsche Bank Alex Brown July 1978 - November 2002
Education
Towson University 1976 — 1978
English, Psychology
Barclays May 2015 - Present
GenSpring Family Offices November 2002 - December 2014
Deutsche Bank Alex Brown July 1978 - November 2002
Education
Towson University 1976 — 1978
English, Psychology
Chris Trotter, CFA's GenSpring Family Offices Experience 2007 - Present
Job Managing Director
Industry Investment Management
Experience
GenSpring Family Offices 2007 - Present
Skills
Investments
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, History
GenSpring Family Offices 2007 - Present
Skills
Investments
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, History
Brooks Carey's GenSpring Family Offices Experience 2008 - 2010
Job Chilton Trust Company
Industry Investment Management
Experience
Chilton Trust Company October 2011 - Present
GenSpring Family Offices 2008 - 2010
US Trust 2000 - 2007
Bessemer Trust 1994 - 2000
Education
Columbia University 1969 — 1971
MBA, International Business/Finance
University of North Carolina at Chapel Hill 1964 — 1968
BA, International Studies
Chilton Trust Company October 2011 - Present
GenSpring Family Offices 2008 - 2010
US Trust 2000 - 2007
Bessemer Trust 1994 - 2000
Education
Columbia University 1969 — 1971
MBA, International Business/Finance
University of North Carolina at Chapel Hill 1964 — 1968
BA, International Studies
Katie Stuyvenberg, CFP®'s GenSpring Family Offices Experience July 2009 - January 2013
Job Senior Client Associate at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates March 2013 - Present
GenSpring Family Offices July 2009 - January 2013
University of Arizona March 2008 - May 2009
Arizona Retail Advisors, LLC June 2008 - August 2008
Skills
Investments, Strategic Financial..., Wealth Management, Estate Planning, Tax
Education
University of Arizona, Eller College of Management 2005 — 2009
BSB, Finance
Miller Russell Associates March 2013 - Present
GenSpring Family Offices July 2009 - January 2013
University of Arizona March 2008 - May 2009
Arizona Retail Advisors, LLC June 2008 - August 2008
Skills
Investments, Strategic Financial..., Wealth Management, Estate Planning, Tax
Education
University of Arizona, Eller College of Management 2005 — 2009
BSB, Finance
Elaine Caldwell's GenSpring Family Offices Experience January 1979 - Present
Job Family Services Coordinator at Asset Management Advisors
Industry Investment Management
Experience
GenSpring Family Offices January 1979 - Present
Education
University of Rhode Island - College of Business Administration 1971 — 1975
BS
GenSpring Family Offices January 1979 - Present
Education
University of Rhode Island - College of Business Administration 1971 — 1975
BS
Hunter Wilson's GenSpring Family Offices Experience 1994 - 2013
Job Managing Director, Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust January 2014 - Present
GenSpring Family Offices 1994 - 2013
Ocwen Financial Corporation 1992 - 1994
Deloitte 1982 - 1992
Skills
Asset Management, Alternative Investments, Certified Public..., Wealth Management, High Net Worth..., Family Office Services, Trust and Estate..., Investment Management, Asset Allocation, Hedge Funds, Investment Advisory, Investments, Investment Strategies, Portfolio Management, Private Equity, Equities, Wealth Management..., Estate Planning, Strategic Financial..., Due Diligence
Education
University of Florida
Bachelor of Science, Accounting and Finance
Wilmington Trust January 2014 - Present
GenSpring Family Offices 1994 - 2013
Ocwen Financial Corporation 1992 - 1994
Deloitte 1982 - 1992
Skills
Asset Management, Alternative Investments, Certified Public..., Wealth Management, High Net Worth..., Family Office Services, Trust and Estate..., Investment Management, Asset Allocation, Hedge Funds, Investment Advisory, Investments, Investment Strategies, Portfolio Management, Private Equity, Equities, Wealth Management..., Estate Planning, Strategic Financial..., Due Diligence
Education
University of Florida
Bachelor of Science, Accounting and Finance
Maria Pia Leon's GenSpring Family Offices Experience January 2007 - December 2012
Job Director, Client Advisory Services at AM Global Family Investment Office
Industry Financial Services
Experience
AM Global Family Investment Office May 2013 - Present
WE Family Offices January 2013 - April 2013
Genspring Family Offices January 2007 - December 2012
Education
Georgetown Family Center 2013 — 2013
Family Systems Theory, PA Post Graduate Studies
University of Miami 1993 — 1995
MA, International Politics
Universidad del Pacífico (PE) 1984 — 1989
BA, Economics
AM Global Family Investment Office May 2013 - Present
WE Family Offices January 2013 - April 2013
Genspring Family Offices January 2007 - December 2012
Education
Georgetown Family Center 2013 — 2013
Family Systems Theory, PA Post Graduate Studies
University of Miami 1993 — 1995
MA, International Politics
Universidad del Pacífico (PE) 1984 — 1989
BA, Economics
Dale Sands's GenSpring Family Offices Experience January 2014 - Present
Job Managing Director of Client Development
Industry Financial Services
Experience
GenSpring Family Offices January 2014 - Present
SunTrust Robinson Humphrey January 1997 - January 2014
Skills
Investment Banking, Capital Markets, Valuation, Financial Structuring, LBO, Equities, Private Placements, Private Equity, Financial Modeling, Corporate Finance, Fairness Opinions, Capital Raising, Equity Research, Bloomberg, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1991 — 1995
Bachelor of Arts (BA), Economics
GenSpring Family Offices January 2014 - Present
SunTrust Robinson Humphrey January 1997 - January 2014
Skills
Investment Banking, Capital Markets, Valuation, Financial Structuring, LBO, Equities, Private Placements, Private Equity, Financial Modeling, Corporate Finance, Fairness Opinions, Capital Raising, Equity Research, Bloomberg, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1991 — 1995
Bachelor of Arts (BA), Economics
Jennifer Williams, CTFA's GenSpring Family Offices Experience August 2004 - June 2005
Job Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust June 2005 - Present
GenSpring Family Offices August 2004 - June 2005
Bank of America May 2002 - August 2004
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Portfolio Management, Banking
Education
UNC Chapel Hill 1998 — 2002
BSBA
US Trust June 2005 - Present
GenSpring Family Offices August 2004 - June 2005
Bank of America May 2002 - August 2004
Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Portfolio Management, Banking
Education
UNC Chapel Hill 1998 — 2002
BSBA
John Devine's GenSpring Family Offices Experience November 2002 - April 2014
Job Partner and Strategic Advisor at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2014 - Present
GenSpring Family Offices November 2002 - April 2014
GenSpring Family Ofices 2002 - April 2014
Skills
Wealth Management, Investments, Investment Advisory, Alternative Investments, Estate Planning, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Hedge Funds, Investment Management, Private Equity, Financial Planning, Due Diligence, Portfolio Management, Mergers, Investment Strategies, Financial Modeling, Finance, Financial Services, Management, Valuation, Risk Management, Securities, Mutual Funds
Education
University of Florida 1981 — 1986
Master of Science (MS), Accounting specialization in tax
Brown Advisory April 2014 - Present
GenSpring Family Offices November 2002 - April 2014
GenSpring Family Ofices 2002 - April 2014
Skills
Wealth Management, Investments, Investment Advisory, Alternative Investments, Estate Planning, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Hedge Funds, Investment Management, Private Equity, Financial Planning, Due Diligence, Portfolio Management, Mergers, Investment Strategies, Financial Modeling, Finance, Financial Services, Management, Valuation, Risk Management, Securities, Mutual Funds
Education
University of Florida 1981 — 1986
Master of Science (MS), Accounting specialization in tax
Allison Giraldo's GenSpring Family Offices Experience
Job Software Engineer at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices
Skills
Scrum, Fixed Income, Agile Methodologies, Portfolio Management, PerTrac, Microsoft SQL Server, Asset Managment, Software Development, Enterprise Architecture
Education
University of Miami
Master of Business Administration (MBA), International Business
GenSpring Family Offices
Skills
Scrum, Fixed Income, Agile Methodologies, Portfolio Management, PerTrac, Microsoft SQL Server, Asset Managment, Software Development, Enterprise Architecture
Education
University of Miami
Master of Business Administration (MBA), International Business
Jennifer Junker's GenSpring Family Offices Experience April 2011 - December 2014
Job Managing Director of Trust and Wealth Management at Bank of the Ozarks
Industry Banking
Experience
GenSpring Family Offices April 2011 - December 2014
Shuffield, Lowman & Wilson, P.A. May 2006 - April 2011
Wells Fargo & Company March 2000 - April 2006
Skills
estate planning, charitable planning, fiduciary administration, Trust Services, Trusts, Wealth Management, Wealth, Estate Tax Planning, Financial Services, High Net Worth..., Tax, Individual Retirement..., Family Office Services, Gift Tax Planning, Generation-Skipping..., Trust Counsel, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (JD), Law
Wake Forest University 1988 — 1991
Bachelor of Arts (B.A.), English Literature and Speech Communications
GenSpring Family Offices April 2011 - December 2014
Shuffield, Lowman & Wilson, P.A. May 2006 - April 2011
Wells Fargo & Company March 2000 - April 2006
Skills
estate planning, charitable planning, fiduciary administration, Trust Services, Trusts, Wealth Management, Wealth, Estate Tax Planning, Financial Services, High Net Worth..., Tax, Individual Retirement..., Family Office Services, Gift Tax Planning, Generation-Skipping..., Trust Counsel, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (JD), Law
Wake Forest University 1988 — 1991
Bachelor of Arts (B.A.), English Literature and Speech Communications
Elaine Caldwell's GenSpring Family Offices Experience January 2005 - May 2012
Job Personal Assistant
Industry Financial Services
Experience
Private Family Office January 2014 - Present
Raymond James Financial Inc. May 2012 - November 2013
GenSpring Family Offices January 2005 - May 2012
SunTrust Bank 1995 - December 2004
Education
University of Rhode Island - College of Business Administration 1971 — 1975
Bachelor of Science with Honors, Business Administration and Management, General
Florida Bankers Association
Florida Graduate Trust School
Private Family Office January 2014 - Present
Raymond James Financial Inc. May 2012 - November 2013
GenSpring Family Offices January 2005 - May 2012
SunTrust Bank 1995 - December 2004
Education
University of Rhode Island - College of Business Administration 1971 — 1975
Bachelor of Science with Honors, Business Administration and Management, General
Florida Bankers Association
Florida Graduate Trust School
Katie Folmar's GenSpring Family Offices Experience November 2014 - Present
Job Family Investment Analyst at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices November 2014 - Present
GenSpring Family Offices June 2011 - October 2014
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, Mass Communication
Suncoast Community High School 2003 — 2007
International Baccalaureate
GenSpring Family Offices November 2014 - Present
GenSpring Family Offices June 2011 - October 2014
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, Mass Communication
Suncoast Community High School 2003 — 2007
International Baccalaureate
Philipp Biechteler's GenSpring Family Offices Experience August 2014 - Present
Job Private Banker at GenSpring Family Offices
Industry Banking
Experience
GenSpring Family Offices August 2014 - Present
SunTrust Bank September 2012 - August 2014
BB&T August 2007 - August 2012
Skills
German, Wealth Management, Relationship Management, Affluent, High Net Worth...
Education
University of Georgia - Terry College of Business 2015 — 2016
CFP, Financial Planning and Services
North Georgia College and State University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
GenSpring Family Offices August 2014 - Present
SunTrust Bank September 2012 - August 2014
BB&T August 2007 - August 2012
Skills
German, Wealth Management, Relationship Management, Affluent, High Net Worth...
Education
University of Georgia - Terry College of Business 2015 — 2016
CFP, Financial Planning and Services
North Georgia College and State University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
David Vines's GenSpring Family Offices Experience January 2008 - August 2014
Job Managing Director of Client Services at Eton Advisors
Industry Financial Services
Experience
Eton Advisors September 2014 - Present
GenSpring Family Offices January 2008 - August 2014
Katten Muchin Rosenman LLP April 2004 - January 2008
Moore & Van Allen, PLLC March 1997 - April 2004
The Van Winkle Law Firm October 1994 - March 1997
GoodMark Foods, Inc. 1990 - 1991
Whitaker, Lipp & Healea, CPAs 1989 - 1990
Education
University of North Carolina School of Law 1991 — 1994
Doctor of Law (JD)
University of Louisiana at Monroe 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Eton Advisors September 2014 - Present
GenSpring Family Offices January 2008 - August 2014
Katten Muchin Rosenman LLP April 2004 - January 2008
Moore & Van Allen, PLLC March 1997 - April 2004
The Van Winkle Law Firm October 1994 - March 1997
GoodMark Foods, Inc. 1990 - 1991
Whitaker, Lipp & Healea, CPAs 1989 - 1990
Education
University of North Carolina School of Law 1991 — 1994
Doctor of Law (JD)
University of Louisiana at Monroe 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY