GenSpring Family Offices, LLC
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, LLC Employees
Employee
Years
Job
Industry
Eric Voita Eric Voita's GenSpring Family Offices, LLC Experience January 2008 - November 2011
Job Director of Tax Services at TFO Phoenix, Inc.
Industry Financial Services
Experience
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices, LLC January 2008 - November 2011
Inlign Wealth Management January 2003 - December 2007
Deloitte May 2002 - December 2002
Andersen 1996 - 2002
Education
University of Colorado 1994 — 1995
Masters, Taxation
University of Colorado 1992 — 1994
Bachelors, Accounting
Northern Arizona University, College of Business Administration 1990 — 1992
TFO Phoenix, Inc. November 2011 - Present
GenSpring Family Offices, LLC January 2008 - November 2011
Inlign Wealth Management January 2003 - December 2007
Deloitte May 2002 - December 2002
Andersen 1996 - 2002
Education
University of Colorado 1994 — 1995
Masters, Taxation
University of Colorado 1992 — 1994
Bachelors, Accounting
Northern Arizona University, College of Business Administration 1990 — 1992
Julie Neitzel Julie Neitzel's GenSpring Family Offices, LLC Experience December 2007 - December 2012
Job Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
Ginny Neal Ginny Neal's GenSpring Family Offices, LLC Experience August 2005 - September 2010
Job Director at Barclays
Industry Investment Management
Experience
Barclays Wealth and Investment Management September 2014 - Present
J.P. Morgan September 2010 - August 2014
GenSpring Family Offices, LLC August 2005 - September 2010
Greenberg Traurig 1999 - 2003
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
Rhodes College 1992 — 1996
B.A., English
Barclays Wealth and Investment Management September 2014 - Present
J.P. Morgan September 2010 - August 2014
GenSpring Family Offices, LLC August 2005 - September 2010
Greenberg Traurig 1999 - 2003
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
Rhodes College 1992 — 1996
B.A., English
Michelle Wartgow, CPC Michelle Wartgow, CPC's GenSpring Family Offices, LLC Experience April 2006 - May 2009
Job Leadership, Learning and Development Facilitator Energetic Visionary, Collaborative Partner, Team Builder
Industry Professional Training & Coaching
Experience
Live Your Cause Coaching March 2009 - Present
Schulz Business Sellutions May 2011 - March 2013
Upper Cervical Health Centers - Juno Beach April 2011 - December 2012
GenSpring Family Offices May 2011 - June 2011
Loggerhead Fitness March 2010 - May 2011
GenSpring Family Offices, LLC April 2006 - May 2009
University of Wisconsin - Milwaukee July 2005 - April 2006
Quantum Learning Network June 2001 - December 2004
Sheboygan Area School District - North High August 2000 - June 2004
Career Development Center - UW-Milwaukee July 1999 - January 2000
Skills
Coaching, Research, Counseling, Strategic Planning, Problem Solving, Customer Service, Public Speaking, Team Building, Leadership Development, Change Management, Mentoring, Marketing Communications, Online Marketing, PowerPoint, Excel, Teaching, Microsoft Office, Word, Curriculum Design, Leadership, Psychotherapy, Microsoft Excel, Organizational..., Higher Education, Microsoft Word, Staff Development, Management, Program Management, Marketing, Training, Career Counseling, Recruiting, Community Outreach, Time Management, Career Development, Fundraising, Instructional Design, Interviews, Small Business, Entrepreneurship, Editing, Event Planning, Workshop Facilitation, Personal Development, Conflict Resolution, Event Management, Executive Coaching, Emotional Intelligence, Employee Training, Curriculum Development
Education
University of Wisconsin-Milwaukee 1999 — 2000
Master, Educational Psychology with emphasis in School & Community Counseling
Marian University 1993 — 1998
Bachelors in Educational Psychology, Psychology and Art
Arrowhead Highschool 1990 — 1993
High School Graduate, General
Live Your Cause Coaching March 2009 - Present
Schulz Business Sellutions May 2011 - March 2013
Upper Cervical Health Centers - Juno Beach April 2011 - December 2012
GenSpring Family Offices May 2011 - June 2011
Loggerhead Fitness March 2010 - May 2011
GenSpring Family Offices, LLC April 2006 - May 2009
University of Wisconsin - Milwaukee July 2005 - April 2006
Quantum Learning Network June 2001 - December 2004
Sheboygan Area School District - North High August 2000 - June 2004
Career Development Center - UW-Milwaukee July 1999 - January 2000
Skills
Coaching, Research, Counseling, Strategic Planning, Problem Solving, Customer Service, Public Speaking, Team Building, Leadership Development, Change Management, Mentoring, Marketing Communications, Online Marketing, PowerPoint, Excel, Teaching, Microsoft Office, Word, Curriculum Design, Leadership, Psychotherapy, Microsoft Excel, Organizational..., Higher Education, Microsoft Word, Staff Development, Management, Program Management, Marketing, Training, Career Counseling, Recruiting, Community Outreach, Time Management, Career Development, Fundraising, Instructional Design, Interviews, Small Business, Entrepreneurship, Editing, Event Planning, Workshop Facilitation, Personal Development, Conflict Resolution, Event Management, Executive Coaching, Emotional Intelligence, Employee Training, Curriculum Development
Education
University of Wisconsin-Milwaukee 1999 — 2000
Master, Educational Psychology with emphasis in School & Community Counseling
Marian University 1993 — 1998
Bachelors in Educational Psychology, Psychology and Art
Arrowhead Highschool 1990 — 1993
High School Graduate, General
Amy Frazer Amy Frazer's GenSpring Family Offices, LLC Experience July 2001 - Present
Job Middle Office Supervisor at GenSpring Family Offices, LLC
Industry Investment Management
Experience
GenSpring Family Offices, LLC July 2001 - Present
Skills
Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, Investments, Equities, Fund Of Funds, Mutual Funds, Wealth Management, Trading, Financial Markets, Investment Strategies, Securities, Wealth Management...
Education
The University of Akron 1991 — 1994
Bachelor of Science (BS), Finance, General
GenSpring Family Offices, LLC July 2001 - Present
Skills
Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, Investments, Equities, Fund Of Funds, Mutual Funds, Wealth Management, Trading, Financial Markets, Investment Strategies, Securities, Wealth Management...
Education
The University of Akron 1991 — 1994
Bachelor of Science (BS), Finance, General
Camey Smith's GenSpring Family Offices, LLC Experience January 2008 - January 2013
Job Accountant at Markel Homes
Industry Accounting
Experience
Markel Homes March 2015 - Present
Cornerstone Holdings LLC March 2014 - March 2015
Johnson Financial Group LLC April 2013 - March 2014
GenSpring Family Offices, LLC January 2008 - January 2013
Cornerstone Holdings, LLC December 2004 - December 2007
Skills
Job Costing, Cash Flow, Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, General Ledger, Microsoft Excel, Accounts Receivable, Tax Preparation, Financial Statements
Education
University of California, Santa Barbara 1990 — 1995
BA, Economics w/emphasis in Accounting
Markel Homes March 2015 - Present
Cornerstone Holdings LLC March 2014 - March 2015
Johnson Financial Group LLC April 2013 - March 2014
GenSpring Family Offices, LLC January 2008 - January 2013
Cornerstone Holdings, LLC December 2004 - December 2007
Skills
Job Costing, Cash Flow, Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, General Ledger, Microsoft Excel, Accounts Receivable, Tax Preparation, Financial Statements
Education
University of California, Santa Barbara 1990 — 1995
BA, Economics w/emphasis in Accounting
Max R Alvarez's GenSpring Family Offices, LLC Experience November 2007 - February 2011
Job at N Companies
Industry Investment Management
Experience
Najafi Companies February 2011 - Present
GenSpring Family Offices, LLC November 2007 - February 2011
Mark David & Company March 2005 - July 2007
Skills
Outlook, PowerPoint, Adobe Creative Suite, Executive..., Fundraising, Microsoft Excel, Analysis, Coaching, Customer Service, Event Management, Event Planning, Management, Marketing, Microsoft Office, Nonprofits, Project Planning, Research, Budgets
Education
Cazenovia College 1998 — 2001
Graphic Design/Communications
Najafi Companies February 2011 - Present
GenSpring Family Offices, LLC November 2007 - February 2011
Mark David & Company March 2005 - July 2007
Skills
Outlook, PowerPoint, Adobe Creative Suite, Executive..., Fundraising, Microsoft Excel, Analysis, Coaching, Customer Service, Event Management, Event Planning, Management, Marketing, Microsoft Office, Nonprofits, Project Planning, Research, Budgets
Education
Cazenovia College 1998 — 2001
Graphic Design/Communications
Royce Ramey, CFA's GenSpring Family Offices, LLC Experience June 2008 - June 2010
Job Managing Director, Client Advisory Team
Industry Investment Management
Experience
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2012 - June 2015
Tolleson Wealth Management June 2010 - December 2011
GenSpring Family Offices, LLC June 2008 - June 2010
Skills
Alternative Investments, Wealth Management, Investment Management, Personal Tax Planning, Estate Planning, Risk Management, Asset Protection, Philanthropy, Personal Financial..., Chartered Financial..., Family Legacy Planning
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Bachelor of Business Administration (BBA) & Masters of Science Finance, Finance
University of Illinois at Urbana-Champaign 1998 — 2000
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2012 - June 2015
Tolleson Wealth Management June 2010 - December 2011
GenSpring Family Offices, LLC June 2008 - June 2010
Skills
Alternative Investments, Wealth Management, Investment Management, Personal Tax Planning, Estate Planning, Risk Management, Asset Protection, Philanthropy, Personal Financial..., Chartered Financial..., Family Legacy Planning
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Bachelor of Business Administration (BBA) & Masters of Science Finance, Finance
University of Illinois at Urbana-Champaign 1998 — 2000
Chris Cecil's GenSpring Family Offices, LLC Experience August 2006 - August 2012
Job Biltmore Family Office, LLC
Industry Investment Management
Experience
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
Maria Mendolia's GenSpring Family Offices, LLC Experience March 2011 - December 2011
Job Executive Assistant to CEO & Chairman at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Jason Morano's GenSpring Family Offices, LLC Experience September 2004 - May 2012
Job Field Sales Engineer G500/FED at Dell Software
Industry Information Technology and Services
Experience
Dell September 2012 - Present
Quest Software May 2012 - September 2012
GenSpring Family Offices, LLC September 2004 - May 2012
Volt Telecom Group February 2003 - September 2004
Skills
Network Security, Security, Firewalls, Cisco Technologies, Active Directory, Information Security..., Checkpoint, Risk Management, Information Security, Disaster Recovery, VPN, Blackberry Enterprise..., Sophos, McAfee Antivirus, BigFix, DNS, Antivirus, Encryption, System Administration, VMware, Windows, Citrix, SharePoint, Virtualization, VMware ESX, Endpoint Security, DLP, Group Policy, DHCP, Servers, Network Architecture, Hyper-V, Windows Server, TCP/IP, Backup Exec, Computer Security, IIS, Windows 7, Hardware, vSphere, Network Administration, Microsoft SQL Server, Microsoft Exchange, Cloud Computing, Server Administration, Dell PowerEdge Servers, Dell Computers, Citrix Metaframe, Microsoft Certified..., Vulnerability Management
Education
NYIT 1988 — 1992
Bachelor of Science (BS), Architecture
Dell September 2012 - Present
Quest Software May 2012 - September 2012
GenSpring Family Offices, LLC September 2004 - May 2012
Volt Telecom Group February 2003 - September 2004
Skills
Network Security, Security, Firewalls, Cisco Technologies, Active Directory, Information Security..., Checkpoint, Risk Management, Information Security, Disaster Recovery, VPN, Blackberry Enterprise..., Sophos, McAfee Antivirus, BigFix, DNS, Antivirus, Encryption, System Administration, VMware, Windows, Citrix, SharePoint, Virtualization, VMware ESX, Endpoint Security, DLP, Group Policy, DHCP, Servers, Network Architecture, Hyper-V, Windows Server, TCP/IP, Backup Exec, Computer Security, IIS, Windows 7, Hardware, vSphere, Network Administration, Microsoft SQL Server, Microsoft Exchange, Cloud Computing, Server Administration, Dell PowerEdge Servers, Dell Computers, Citrix Metaframe, Microsoft Certified..., Vulnerability Management
Education
NYIT 1988 — 1992
Bachelor of Science (BS), Architecture
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY