Private Family Office

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Private Family Office Employees

Employee
Years
Job
Industry
Bennett Lebherz Bennett Lebherz San Francisco Bay Area Details
Bennett Lebherz's Private Family Office Experience May 2015 - Present
Job General Manager Private Family Office
Industry Financial Services
Experience
Private Family Office   May 2015 - Present
First Republic Bank / First Republic Private Wealth Management   November 2010 - May 2015
First Republic Investment Management  November 2008 - December 2010

Skills
VBA, Asset Allocation, Finance, Wealth Management, Financial Reporting, Microsoft Excel, Data Manipulation, SSIS, .NET, JavaScript, Visual C++, Microsoft SQL Server, Scripting, Report Writing, Financial Accounting, Microsoft CRM, SSRS, Data Warehousing, Data Extraction, Mimics, ETL, Query Writing, Database Design, Performance Management, Performance Reporting

Education
California State University-Long Beach - College of Business Administration   2003 — 2008
Finance, Real Estate, and Law

Jean-Marie Johnson Jean-Marie Johnson Naples, Florida Details
Jean-Marie Johnson's Private Family Office Experience October 2009 - Present
Job Senior Managerial Accountant, Private Family Office
Industry Accounting
Experience
Private Family Office   October 2009 - Present
Shiroki North America  June 2007 - August 2009
Source Interlink Companies  November 2004 - March 2007
Energy Answers Corporation (acquired by Covanta Energy)   April 2000 - August 2004
AMETEK  July 1989 - January 2000

Skills
Accounts Payable, Auditing, Cost Accounting, Finance, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Analysis, Cash Flow, GAAP, Variance Analysis, Consolidation, Management, Accounting

Education
Florida SouthWestern State College   2010 — 2011
Florida Property & Casualty Insurance 200 hour Course

Siena College   1997 — 1999
Courses toward Accounting MBA

State University of New York at New Paltz   1992 — 1996
Bachelor's Degree, Accounting and Business/Management

Kristen Krosche, CPA Kristen Krosche, CPA Greenwich, Connecticut Details
Kristen Krosche, CPA's Private Family Office Experience January 2015 - Present
Job Senior Accountant at Private Family Office
Industry Accounting
Experience
Private Family Office   January 2015 - Present
Anchin, Block & Anchin LLP   August 2011 - December 2014
CUNY Baruch Zicklin School of Business   August 2011 - December 2014
Robert H. Smith School of Business  August 2007 - May 2011

Skills
Tax, Accounting, Auditing, CPA, Mergers, Financial Statements, Leadership, Fundraising, Financial Reporting, QuickBooks, Financial Accounting, Valuation, Income Tax, Microsoft Excel, Tax Preparation, Financial Analysis, GAAP, PowerPoint, Internal Controls, Tax Accounting, Mergers & Acquisitions, Financial Modeling, Corporate Tax, US GAAP

Education
Baruch College   2011 — 2014
MS, Accounting

University of Maryland College Park   2007 — 2011
BS, Accounting

James Edward Robert Low James Edward Robert Low Los Angeles, California Details
James Edward Robert Low's Private Family Office Experience January 2009 - June 2014
Job Financial Representative
Industry Real Estate
Experience
Northwestern Mutual  July 2014 - August 2015
Private Family Office   January 2009 - June 2014
The Low Company   January 2004 - December 2008
Tele Video Education, Inc.   July 1997 - June 2004

Skills
Family Office, Philanthropy, Real Estate Development, Venture Capital, Private Equity, Contract Negotiation, Business Development, Project Planning, Budgets, Nonprofits, Marketing, Fundraising, Sales, Finance, Entrepreneurship, Start-ups, Real Estate, Management, Investments, Business Planning, Mergers & Acquisitions, Strategy, Due Diligence, Strategic Planning, Business Strategy, Strategic Partnerships, Asset Management, Management Consulting, Negotiation, Valuation, Executive Management, Competitive Analysis, Financial Analysis, Leadership, Lead Generation, Financial Modeling, New Business Development, Corporate Development, Market Research, Real Estate Economics, Corporate Finance, Residential Homes

Education
University of San Diego School of Law   2011 — 2013
JD, Business and Corporate Law, Taxation

Harvard Business School   2007 — 2009
PLD, Business

University of Southern California   2001 — 2004
BA, Political Science

Matthew R. Kahn Matthew R. Kahn New York, New York Details
Matthew R. Kahn's Private Family Office Experience September 2000 - March 2006
Job Managing Partner, Operations & Manufacturing
Industry Packaging and Containers
Experience
The Rock Link, Inc.   May 2014 - Present
Wilmington Trust  March 2006 - August 2014
The Rock Link, Inc   November 2007 - May 2014
Private Family Office   September 2000 - March 2006
Morgan Stanley  March 2000 - September 2000
BNP Paribas  March 1997 - March 2000

Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development

Education
State University of New York College at Plattsburgh   1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Greg Robitaille Greg Robitaille Greater Chicago Area Details
Greg Robitaille's Private Family Office Experience 2006 - 2008
Job Water Street Healthcare Partners
Industry Venture Capital & Private Equity
Experience
Water Street Healthcare Partners  April 2009 - Present
Neos Therapeutics  June 2009 - Present
Private family office   2006 - 2008
Equity Group Investments  1995 - 2005

Skills
Strategy, Management, Valuation, Corporate Development, Competitive Analysis

Education
Columbia Business School   1989 — 1991
Master of Business Administration (MBA), Finance, General

Hamilton College   1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters; Economics

Maria Falls Maria Falls San Francisco Bay Area Details
Maria Falls's Private Family Office Experience April 2014 - Present
Job Project Manager at Private Family Office
Industry Executive Office
Experience
Private Family Office   April 2014 - Present
Samsung Open Innovation Center   February 2014 - April 2014
Samsung Accelerator / Open Innovation Center   April 2013 - February 2014
Bayshore Global Managment   January 2012 - December 2012
Bayshore Global Management   January 2008 - July 2012
First Bank  May 2006 - December 2006

Skills
Organization, Process Improvement, Close Attention to..., Computer Proficiency, Team-oriented, Event Planning, Social Media, Google Apps, Office Management, Management, Community Outreach, Onboarding, Human Resources, Customer Service, Team Building, Microsoft Office, Strategy, Start-ups

Education
San Jose State University   2008 — 2010
Master of Arts (M.A.) Education, Student Counseling and Personnel Services, Summa Cum Laude

Virginia Tech   2003 — 2006
Bachelor of Science (B.S.), Psychology, Magna Cum Laude

Madison Gardner Madison Gardner United States Details
Madison Gardner's Private Family Office Experience May 2013 - May 2014
Job South Texas Energy Partners
Industry Venture Capital & Private Equity
Experience
South Texas Energy Partners   January 2015 - Present
MavHill Group, LLC   June 2014 - Present
Private Family Office   May 2013 - May 2014
Fundacion Mujer   June 2012 - August 2012
Blue Sage Capital  June 2011 - August 2011
Office of the Governor, State of Texas  January 2011 - June 2011
Merrill Lynch Private Wealth Management  June 2009 - August 2009
Highland Park Tutors   October 2007 - July 2008

Skills
Spanish, Finance, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Private Equity, Non-profits, Budgets, Start-ups, Due Diligence, Mergers, Fundraising, Venture Capital, Management

Education
The University of Texas at Austin
BBA, Business Honors, Finance, Spanish

Highland Park High School

Ellen Hadley Ellen Hadley New York, New York Details
Ellen Hadley's Private Family Office Experience May 2014 - Present
Job Estate Management, Family Office Executive, Director of Personal Assets and Services
Industry Individual & Family Services
Experience
Private Family Office   May 2014 - Present
Vulcan, Inc., Paul G. Allen   April 2011 - May 2014
Donna Karan Urban Zen   March 2006 - April 2011
The Blackstone Group-Stephen Schwarzman   January 2008 - September 2008
Private Family  January 1996 - November 2006
Private Family  March 1994 - December 1996
Concierge Property Management and Real Estate Broker   January 1987 - December 1994

Skills
Budgets, Management, Strategic Partnerships, Personal Services, Start-ups, Team Leadership, Hotels, estate management, Business Planning, Business Development, Contract Negotiation, Employee Relations, Asset Management, Property Management, Real Estate, Real Property, Executive Management, Team Building, Event Management, Customer Service, Training, Strategic Planning, Negotiation, Event Planning

Education
Boise State University
Fine and Studio Arts

Molly Fink Molly Fink Lancaster, Pennsylvania Area Details
Molly Fink's Private Family Office Experience December 2009 - Present
Job Family Office Manager
Industry Executive Office
Experience
Private Family Office   December 2009 - Present
Darrenkamp's Markets   March 2002 - May 2008

Skills
Travel Arrangements, Calendaring, Administrative..., Executive Support, Office Management, Office Administration, Diary Management, Confidentiality, Executive Level..., Executive..., Event Planning

Education
Kutztown University of Pennsylvania   1980 — 1984
Bachelor of Fine Arts (BFA), Communication Design

Jessica Rubie Jessica Rubie Greater Seattle Area Details
Jessica Rubie's Private Family Office Experience January 2007 - May 2008
Job President, Seraphim Services
Industry Individual & Family Services
Experience
Seraphim Services   November 2008 - Present
The Bill & Melinda Gates Foundation  June 2008 - November 2008
Private Family Office   January 2007 - May 2008
Kathy Casey Food Studios   March 2006 - December 2006
The Monitor Group  January 2005 - March 2006
Washington2 Advocates   October 2003 - January 2005
U.S. House of Representatives   July 2002 - October 2003
United States Senate  March 2000 - December 2000

Skills
Event Planning, Leadership, Strategy, Public Relations, Fundraising, Event Management, Community Outreach, Strategic Planning, Research, Marketing, Editing, Team Building, Customer Service, Social Networking, Social Media, Management, Contract Negotiation, Time Management, Public Speaking

Education
California Culinary Academy   2005 — 2006
A.O.S., Culinary Arts

University of Washington   1998 — 2002
B.A., International Studies - International Political Economics

John Skrinar John Skrinar Greater New York City Area Details
John Skrinar's Private Family Office Experience January 2008 - April 2010
Job Trader, Noble Americas
Industry Oil & Energy
Experience
Noble Americas  October 2014 - Present
Chemoil Corporation  March 2011 - October 2014
OceanConnect   2010 - 2011
Private Family Office   January 2008 - April 2010
Intercontinental Capital Group  May 2005 - February 2008
Countrywide  May 2003 - May 2005
Spectrum Capital Partners  September 2002 - May 2003

Skills
Commodity, Trading, Hedging, Derivatives, Risk Management, Options, Commodity Markets, Financial Modeling, Bloomberg, Valuation, Portfolio Management, Financial Analysis, Capital Markets, Corporate Finance, Hedge Funds

Education
Boston University   1997 — 2002
BS, Finance

David Matthews PMP David Matthews PMP Hattiesburg, Mississippi Area Details
David Matthews PMP's Private Family Office Experience April 2015 - Present
Job Senior Advisor, Private family office
Industry Capital Markets
Experience
Private family office   April 2015 - Present
United States Regional Economic Development Authority   May 2014 - January 2015
United States Department of Defense  July 2011 - July 2013
United States Department of Defense  January 2010 - July 2011
U.S. Department of State   February 2008 - January 2010
Princeton Group, LLC   January 1994 - December 2007
Peace Corps  1992 - 1993

Skills
Government, Policy Analysis, Military, Operational Planning, Security Clearance, Business Development, Afghanistan, Business Planning, Counterinsurgency, Operations Management, Foreign Policy, Business Strategy, Strategy, Management Consulting, Command, National Security, Military Operations, New Business Development, Strategic Planning, DoD, Start-ups, Team Leadership, NATO, Intelligence Analysis, Intelligence, Special Operations, Counterterrorism, Defense, Top Secret, International Economics, People Management

Education
Princeton University   1991 — 1992
VS/MCF - Visiting Scholar, International and Domestic Public Policy

Charter Oak State College
Lh.D, Doctor of Humane Letters

Charter Oak State College   1988 — 1992
Bachelor of Science (BS), Political Science

Jeff Diercks Jeff Diercks Tampa/St. Petersburg, Florida Area Details
Jeff Diercks's Private Family Office Experience May 1995 - May 2002
Job Investment Advisor/Wealth Manager, ETF trend following expert and financial problem solver for the affluent and HNW.
Industry Investment Management
Experience
InTrust Advisors, Inc.   October 1997 - Present
Crossing Cultures International   April 2010 - Present
4KIDS Tampa Bay, Inc.   October 2009 - Present
Stock-Signal.com   July 2011 - December 2014
Private Family Office   May 1995 - May 2002
Tunstall Consulting, Inc.   December 1989 - April 1995
KPMG Peat Marwick  May 1986 - December 1989

Skills
Investments, Investment Advisory, Financial Planning, Asset Management, Securities, Retirement Planning, Wealth Management, Portfolio Management, Business Planning, Asset Allocation, Estate Planning, Strategic Financial..., Asset Managment, Retirement, Hedge Funds

Education
Indiana University - Kelley School of Business   1982 — 1986
Business, Accounting

Indiana University Bloomington   1982 — 1986
BS, Accounting

Purdue University   1981 — 1982
None, Biomedical Engineering

Amanda Hawker Amanda Hawker San Francisco Bay Area Details
Amanda Hawker's Private Family Office Experience June 2015 - Present
Job Receptionist at Private Family Office
Industry Marketing and Advertising
Experience
Private Family Office   June 2015 - Present
Utah Valley Convention & Visitors Bureau  June 2013 - May 2015
BYU Broadcasting  September 2012 - May 2013
L'Oréal   October 2012 - October 2012
Intel  October 2012 - October 2012
InnerWorkings  June 2009 - August 2012
Leadgenix  October 2010 - November 2010

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Qualtrics, Public Speaking, Social Media Marketing, Account Management, Basecamp, Organization, Communication, Time Management, Coordination, Customer Service, Direct Marketing, Outdoor Advertising, Social Networking, Blogging, Twitter, Instagram, Facebook, Advertising, Marketing Communications, Press Releases

Education
Brigham Young University   2008 — 2013
Bachelor of Arts (B.A.), Communication, Advertising emphasis

Rebecca Hartsfield Rebecca Hartsfield San Jose, California Details
Rebecca Hartsfield's Private Family Office Experience October 2012 - March 2015
Job Accounts Payable Coordinator at Delphix
Industry Internet
Experience
Delphix  July 2015 - Present
Private Family Office   October 2012 - March 2015
OnLive  February 2010 - August 2012

Skills
Accounts Payable, Payroll, QuickBooks, Expense Reports, Oracle, Accounting, General Ledger, Management, Finance, Microsoft Excel, Outlook, Microsoft Office, Time Management, Event Planning, Financial Statements, 10 Key, 1099 Preparation, ACH, Bank Reconciliation, Bill Payment, Cash Management, Check Runs, Flux Analysis, Full Cycle Accounts..., International Payments..., Monthly Close Process, Oracle R12, Process Improvement, Purchase Orders, Vendor Relationship..., Wire Transfers, Year-end Close

Education
California State University-Fresno   2002 — 2007
Bachelor of Arts (B.A.), Fashion Merchandising

Cynthia Kendall Gavenda Cynthia Kendall Gavenda Greater New York City Area Details
Cynthia Kendall Gavenda's Private Family Office Experience June 2008 - January 2015
Job Founder and CEO at Kendall Gray, LLC
Industry Individual & Family Services
Experience
Kendall Gray, LLC   January 2015 - Present
Private Family Office   June 2008 - January 2015
MassMutual Financial Group  July 2003 - July 2008
Deloitte  1996 - 1999
Deutsche Bank  1994 - 1996
Deloitte  1989 - 1993

Education
Northwestern University - Kellogg School of Management   1993 — 1994
MBA, Finance and Economics

Lehigh University - College of Business and Economics   1985 — 1989
BS, Accounting (Minor: Music)

Hannah Richards Hannah Richards Greater New York City Area Details
Hannah Richards's Private Family Office Experience May 2013 - Present
Job Assistant Controller at Private Family Office
Industry Investment Management
Experience
Private Family Office   May 2013 - Present
Private Family Office   August 2008 - May 2013
Cable Ready   August 2007 - August 2008

Skills
Accounting, Microsoft Office, Great Plains Software, Account Reconciliation, Financial Reporting, Bank Reconciliation, Accounts Payable, Financial Accounting

Education
University of Connecticut   2012 — 2014
Master of Business Administration (MBA), Finance, General

North Carolina State University   2003 — 2007
Bachelor, Finance, Accounting

Christiana DeLellis Christiana DeLellis Greater Boston Area Details
Christiana DeLellis's Private Family Office Experience January 2015 - Present
Job Experienced Administrator, Event | Process and Project Manager
Industry Hospitality
Experience
Private Family Office   January 2015 - Present
Straumann  June 2007 - December 2014
Straumann  February 2011 - June 2011
Straumann  2010 - 2011
Straumann  June 2007 - 2009
The Commonwealth Institute  October 2005 - March 2007
The Commonwealth Institute  June 2003 - September 2004

Skills
Leadership, Management, Event Management, Marketing, Professional Organizing, Event Planning, Product Marketing, Marketing Management, QuickBooks, Cvent, Budgets, Marketing Strategy, SAP CRM, Marketing Communications, Sales Operations, Time Management, Networking, Training, Sales, Trade Shows, Strategic Planning, Product Launch, Sales Management, Market Research, Project Management, Program Management, Customer Satisfaction, Project Planning

Education
Northeastern University   2010 — 2011
Meeting & Event Management Certification Program

Northeastern University   2000 — 2005
Bachelors of Science in Business Administration, Management and Marketing

Alexis Deller-Kushner Alexis Deller-Kushner Palo Alto, California Details
Alexis Deller-Kushner's Private Family Office Experience January 2010 - Present
Job Advisor
Industry Investment Management
Experience
Private Family Office   January 2010 - Present
Family Entertainment Centers   January 2005 - 2011
Lombard Odier  May 2008 - August 2008

Skills
Spanish, International Relations, Research, English, Leadership, Charity, Politics, Qualitative Research, Event Planning, Project Management, Microsoft Office, Data Analysis, Entrepreneurship, Public Speaking, Fundraising, SPSS, Social Media, Nonprofits, Social Networking, Policy, Teaching, Public Relations, Statistics, Leadership Development, Higher Education

Education
Swarthmore College
Women's Studies

University of Miami

Mark Wilson Mark Wilson Pebble Beach, California Details
Mark Wilson's Private Family Office Experience January 2007 - Present
Job CFO/CPA/CGMA
Industry Individual & Family Services
Experience
Private Family Office   January 2007 - Present
Guardian Global Technologies, Inc.   February 2010 - December 2013
Early Growth Financial Services  October 2012 - August 2013
Avalon Holdings   January 2000 - December 2002
Panattoni Development   January 1997 - December 1999
Westfield Corporation  January 1994 - December 1996
Heron Financial   January 1991 - December 1993
Glendale Federal Bank/GlenFed Development   January 1988 - December 1990
Maxxam, Inc.   July 1982 - July 1988
PriceWaterhouseCoopers  July 1980 - June 1982

Skills
Part-Time CFO Services, Start-ups, Business Strategy, High Net Worth..., Family Office, Investments, Financial Reporting, Tax Advisory, Real Estate, Strategy, Tax, Management, Entrepreneurship, Valuation, Finance, Asset Management, Mergers & Acquisitions, Equities, Corporate Finance, Leadership, Mergers, Strategic Planning, Strategic Partnerships, Business Development, Portfolio Management, Commercial Real Estate

Education
University of California, Los Angeles   1976 — 1980
Bachelors, Business Economics

Palisades High School   1975 — 1976
Yes!, General

Adam Bernholz Adam Bernholz Charleston, South Carolina Details
Adam Bernholz's Private Family Office Experience July 2014 - Present
Job Entrepreneur, Investor, and Advisor
Industry Venture Capital & Private Equity
Experience
Private Family Office   July 2014 - Present
GreenWizard  April 2007 - Present
GreenWizard  April 2007 - May 2014
G.I. Project   June 2004 - April 2007
The Service Source   May 1998 - January 2002
SABi Venture Capital   June 1995 - May 1998

Skills
Start-ups, Strategy, Leadership, Green, Green Building, Sustainability, Energy Efficiency, LEED, Strategic Partnerships, Sustainability..., LEED AP, Entrepreneurship, Product Management, Venture Capital, Marketing Strategy, Marketing, Business Strategy, Product Marketing, New Business Development, Business Development, Renewable Energy, Sustainable Business, Digital Marketing, Lead Generation, SaaS, Contract Negotiation, Online Marketing, Cleantech

Education
University of North Carolina School of Law   1991 — 1995
Juris Doctor

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1991 — 1995
MBA

Emory University   1986 — 1990
BA, Majors in Philosophy and Liberal Studies

Rima Learner Rima Learner Brighton, Massachusetts Details
Rima Learner's Private Family Office Experience November 2014 - June 2015
Job Assistant Language Teacher at Maimonides school
Industry Education Management
Experience
Maimonides school  August 2015 - Present
Private family office   November 2014 - June 2015
Everest University Online  March 2010 - October 2014
Corinthian Colleges, Inc.   March 2010 - October 2014

Skills
Customer Service, Healthcare, Teaching, Research, Dentistry, Public Speaking, Event Planning, PowerPoint, Team Building, Microsoft Word, Microsoft Office, Staff Development, Training, Leadership Development, Strategic Planning, Program Development, Management, Microsoft Excel, Nonprofits, Higher Education, Leadership, Coaching, Budgets, Curriculum Development

Education
Springfield College   2014 — 2015
Health and Human services

Middlesex Community College   1990 — 1992

Naomi Carrier Naomi Carrier San Francisco Bay Area Details
Naomi Carrier's Private Family Office Experience September 2012 - Present
Job Controller
Industry Accounting
Experience
Private Family Office   September 2012 - Present
Seiler LLP  January 2012 - September 2012
Seiler LLP  August 2011 - December 2011
Beyond Bookkeeping   2010 - September 2011
GP Commerce   May 2004 - December 2009
AP Consult   March 1998 - May 2004
Preferred Hotel Management Corp   1992 - 1997

Skills
Accounting, Operations Management, Revenue Recognition, GAAP, Payroll Processing, Payroll Software, HR Policies, Quickbooks, Excel, QuickBooks, Human Resources, Accounts Receivable, Payroll, Accounts Payable, Microsoft Excel, Management, Bookkeeping, General Ledger, Forecasting, Financial Statements

Education
University of San Francisco   2009 — 2011
BS

Wheaton College

Silas Nary Silas Nary Greater Boston Area Details
Silas Nary's Private Family Office Experience July 2012 - Present
Job Manager at Private Family Office
Industry Financial Services
Experience
Private Family Office   July 2012 - Present
Lake Street Advisors, LLC  May 2003 - May 2012

Skills
Investments, Investment Strategies, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Expense Management, Personal Budgeting, QuickBooks, Bill Paying, Debt Management, Debt Restructuring, Income Tax Planning, Estate Planning, Life Insurance, Charitable Gift Planning, Real Estate Transactions, Residency Transitions, Project Management, Yacht Management, Household Employees, LLCs, Property & Casualty..., Executive Compensation..., Employee Stock Options, Restricted Stock, Microsoft Excel, Bloomberg

Education
Babson College   2000 — 2004
BS, Finance

Michael Shanabrook Michael Shanabrook New York, New York Details
Michael Shanabrook's Private Family Office Experience February 2009 - Present
Job Family Office Chief of Staff | Real Estate Advisor | Legal Counsel | Controller | Investment Support | Office Management
Industry Financial Services
Experience
Private Family Office   February 2009 - Present
Law Office of Michael D. Shanabrook   July 2008 - Present
1037 Realty Corp.   August 2004 - Present
White & Case LLP  September 1996 - February 2005
U.S. Court of International Trade   September 1994 - September 1996

Skills
Legal Advice, Corporate Law, Corporate Governance, Negotiation, Estate Planning, Wills, Real Estate Transactions, Trusts, Civil Litigation, Budgets, Construction, Management, Powers of Attorney, Estate Tax Planning, Estate Administration, Legal Writing, Mediation, Legal Research, Litigation, Arbitration, Contract Negotiation, Tax Law, Commercial Litigation, Investment Properties, Joint Ventures, Family Office, Property Management..., Property Management, Accounting, Irrevocable Life..., Real Estate Development, Business Law, Legal Compliance, Commercial Real Estate..., High Net Worth..., Preparation of Wills, Attorneys, International Tax, Commercial Real Estate..., Incorporation Services

Education
New York University School of Law
LLM

Georgetown University Law Center   1990 — 1994
JD

University of Michigan   1983 — 1985
AB

University of Dayton   1981 — 1983

Mary Welk Mary Welk Seattle, Washington Details
Mary Welk's Private Family Office Experience November 1992 - April 2008
Job Broker with Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate  2013 - Present
Ascent and Private Client Reserve of U.S. Bank   May 2010 - January 2013
Private Family Office   November 1992 - April 2008

Skills
Financial Advisory, Wealth Management, Investments, Portfolio Management, Loans, Private Banking, Financial Services, Banking, Wealth Management..., Strategic Planning, Financial Reporting, Credit, Mortgage Lending, Estate Planning, Trust Services, Client Development, Financial Analysis, Nonprofits, High Net Worth..., Small Business Lending, Strategic Financial..., Residential Homes, Real Estate Transactions, Urban Living, Residential Real Estate, Commercial Real Estate, Marketing Strategy, Problem Solving, Project Management, Client Representation, Family Office, Non-profits, Real Estate Investor, Investment Properties

Education
Gonzaga University School of Law
Juris Doctorate, Law

Pacific Coast Banking School
Master Banking/Wealth Management, Banking, Wealth Management, Trusts, Estates, Taxation

Sarah McBride Sarah McBride Greater Boston Area Details
Sarah McBride's Private Family Office Experience September 2013 - Present
Job Senior Consultant at Private Family Office
Industry Venture Capital & Private Equity
Experience
Private Family Office   September 2013 - Present
Webster Capital  January 2006 - August 2013
John Hancock Life Insurance Company (U.S.A.)   June 2004 - June 2005
AIG  June 2002 - June 2004
Fidelity Investments  June 1998 - May 2002

Skills
Private Equity, Marketing, Salesforce.com, Insurance, Series 63, CRM Program Management, DealCloud, Charitable Giving, Bookkeeping, Family Office, Life Insurance, 401k, Retirement, Recordkeeping, LP Relationship..., Computer Tech Support, Annual Meetings, Office Management, Research Associate, Risk Management

Education
Endicott College   1999 — 2002
Bachelor Science, Communications

Boston University   1997 — 1998

David Wiener David Wiener Greater New York City Area Details
David Wiener's Private Family Office Experience 2002 - Present
Job Entreprenuerial Family Office Advisor to Wealth Creator and Family
Industry Management Consulting
Experience
Private Family Office   2002 - Present
Alliance Environmental Technologies, Inc.   November 2000 - April 2002
International Profit Associates, Inc.   April 1995 - October 2000

Skills
Start-ups, Market Research, Management, Manufacturing, Finance, Mergers & Acquisitions, Program Management, Investments, Due Diligence, Negotiation, Analysis, Entrepreneurship, Venture Capital, Mergers, Team Building, Business Analysis, Cross-functional Team..., Private Equity, Business Strategy, Strategic Planning, Asset Management, Family Business, Managerial Finance, Project Planning, Family Office, Project Management

Education
Carnegie Mellon University - Tepper School of Business   1982 — 1984
MBA, Finance

University of Michigan   1975 — 1978
BS, Operations Research Engineering

Paul Ballett CFP Paul Ballett CFP Austin, Texas Area Details
Paul Ballett CFP's Private Family Office Experience December 1997 - June 2000
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management  November 2008 - Present
Merill Lynch  July 2000 - November 2008
Private Family Office   December 1997 - June 2000
Yachting Industry   March 1988 - December 1997
John Couch and Sons   January 1986 - March 1988

Skills
Public Speaking, Customer Service, Wealth Management, Entrepreneur, Investments, Small Business, Entrepreneurship, Strategy, Management, Selling, Real Estate, Finance, Portfolio Management, Negotiation, Investment Strategies, Strategic Financial..., Analysis, Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Mutual Funds, Estate Planning, Retirement, Series 7, Series 63, Sales, Financial Planning

Education
American College
CFP, Certified Financial Planner

University of Reading
BSc Estate Management

Amir Homayoun Rafizadeh Amir Homayoun Rafizadeh Greater Chicago Area Details
Amir Homayoun Rafizadeh's Private Family Office Experience July 2014 - September 2015
Job Family Office Practice
Industry Executive Office
Experience
TriState Capital Bank  September 2015 - Present
678 Partners   March 2010 - Present
Future Founders Foundation   December 2014 - Present
GSV Asset Management  May 2014 - Present
Family Chateaux a private invitation only Family Office Community   May 2015 - Present
Wealth-X  September 2015 - Present
Single Family Office  December 2013 - Present
Private Technology Company  September 2014 - September 2015
Private Family Office   July 2014 - September 2015
ClassroomIQ   June 2014 - September 2015

Skills
Public Speaking, Business Strategy, New Business Development, Negotiation, Entrepreneurship, Strategic Intelligence, Customer Intelligence, Marketing Intelligence, Competitive Intelligence, Sales Intelligence, Business Intelligence, Business Intelligence..., Intelligence Analysis, Market Intelligence, Sales Management, Business Relationship..., Strategic Partnerships, Fundraising, Strategic Planning, Venture Capital, Strategy, Management, Management Consulting, Marketing, Executive Management, Training, Leadership Development, Market Research, Consulting, Program Management, Small Business, Social Media Marketing, Finance, Networking, Mentoring, Investments, Start-ups, Business Development, Leadership, Family Office

Education
University of Bristol   1994 — 1995
MBA, International Business

University College of London   1990 — 1993
BSc, Computer Science

Leonard Perlson Leonard Perlson Greater New York City Area Details
Leonard Perlson's Private Family Office Experience October 1999 - June 2009
Job Controller at Private
Industry Financial Services
Experience
Private  July 2011 - Present
Breakthrough New York  January 2010 - January 2012
Private Family Office   October 1999 - June 2009
William H.Donner Foundation   1986 - 1999
Children's Television Workshop  May 1980 - July 1983

Skills
Finance, Private Equity, Financial Modeling, Strategic Planning, Asset Management, Alternative Investments, Due Diligence, Investments, Investor Relations, Mergers & Acquisitions, Valuation, Hedge Funds, Restructuring, Venture Capital, Marketing Strategy

Education
New York University   1980 — 1982
M.P.A.

Hunter College

Jeff Cooper Jeff Cooper Greater New York City Area Details
Jeff Cooper's Private Family Office Experience April 2012 - June 2012
Job Data Analyst IT Risk
Industry Information Technology and Services
Experience
PURE Group of Insurance Companies  December 2014 - February 2015
Sunland Trading, Inc   November 2014 - December 2014
Diageo  February 2014 - November 2014
Diageo  February 2013 - October 2013
Private Family Office   April 2012 - June 2012
Scotia Capital  April 2011 - December 2011
Diageo  February 2011 - March 2011
MasterCard  May 2010 - February 2011
Diageo  November 2009 - March 2010
Diageo  August 2007 - April 2008

Skills
Microsoft SQL Server, Microsoft Office, VBA, Microsoft Excel, Microsoft Access, Microsoft Office..., Data Analysis, Database Design, Microsoft Outlook, Microsoft Word, T-SQL, ETL, Data Mining, Data Modeling, VB.NET, Reporting Systems, Ad Hoc Reporting, Data Migration, Financial Reporting, SharePoint, Business Analysis, Software Documentation, Software Development, Databases, Outlook, Business Intelligence, Integration, SQL, SDLC, Requirements Gathering, Visual Basic, SAP, Analysis, Vendor Management, Management, .NET, HTML, Visual Studio, Program Management, Team Leadership, Data Warehousing, Testing, Requirements Analysis, Oracle, Visio, Access, SSIS, Business Requirements, Software Project..., Project Management

Education
Pace University   1982 — 1986
Computer Science

Rachid Sefrioui Rachid Sefrioui Greater Los Angeles Area Details
Rachid Sefrioui's Private Family Office Experience September 2006 - December 2010
Job Managing Director at Finaventures
Industry Venture Capital & Private Equity
Experience
Finaventures   September 1999 - Present
Speakers Academy   March 2014 - Present
Petra Systems, Inc.   February 2012 - June 2013
Finatech Group   November 2006 - December 2010
Private Family Office   September 2006 - December 2010
Credit Agricole CIB  September 1997 - September 1999
Bowco Investment Management   April 1991 - September 1997
McKinsey & Company  January 1990 - April 1991

Skills
Venture Capital, Growth Capital, Fundraising, Mergers, Business Turnaround, Management Consulting, Public Speaking, Alternative Assets, Institutional Investors, Fund Managers, Private Placements, Asset Allocation, Global Asset Allocation, Fund Of Funds, Fund Formation, Private Equity, MENA, Western Europe, Investment Management, Investor Relations, Corporate Finance, Start-ups, Strategy, Mutual Funds, Due Diligence, Institutional..., Entrepreneurship, Strategic Planning, Investments, Portfolio Management, IPO, Asset Managment, M&A experience, Restructuring, Mergers & Acquisitions, Asset Management, Acquisition Integration, Corporate Development, Financial Structuring, Emerging Markets, Project Finance, LBO, Strategic Partnerships, Funding, Finance, Angel Investing, Turn Around Management, Senior Executive..., Executive Management, Business Modeling

Education
Case Western Reserve University   1985 — 1989
BS, Management, Operations Research

Katherine Belsey Katherine Belsey Greater New York City Area Details
Katherine Belsey's Private Family Office Experience 2011 - 2012
Job Paper Engineer at Make Anything Popup
Industry Arts and Crafts
Experience
Make Anything Pop-up   2006 - Present
Make Anything   2010 - Present
Private Family Office   2011 - 2012
Sweetheart Productions (Woody Allen's production company)   1996 - 1999

Skills
French, Italian, German, Editing, Mac, Film, FileMaker, Creative Writing, Post Production, Proofreading, Project Planning, Books, Concept Design, Paper Engineering, Pop-up card design, Television, Teaching, Public Speaking, Adobe Creative Suite

Education
Ecole Cantonale D'Art Lausanne -- DAVI   1994 — 1996
Film/Cinema/Video Studies, Swiss Post Graduate Masters Program

Brown University   1988 — 1992
BA, English with honors in creative writing, arts

College Voltaire   1984 — 1988
Maturité Fédérale, Visual Arts

Haney A. Vincent, CPA Haney A. Vincent, CPA Orlando, Florida Area Details
Haney A. Vincent, CPA's Private Family Office Experience July 2009 - November 2012
Job Staff Internal Audit at Adventist Health System
Industry Accounting
Experience
Adventist Health System  January 2013 - Present
Private Family Office   July 2009 - November 2012
Blockade Runner Beach Resort  April 2007 - December 2008
Gainesville Community Redevelopment Agency  2006 - 2007
University of Florida, College of Pharmacy  2005 - 2006

Skills
Bilingual, Spanish, CCH ProSystem fx, OneSource, AccuTrust, QuickBooks, Microsoft Office, Investment Banking, Account Management, Accounts Payable, Accounts Receivable, Data Analysis, Auditing, Bookkeeping, Budget, Business Planning, Business Process..., Team Building, Cash Management, Coordination, Critical Thinking, Customer Oriented, Staff Development, Business Development, Document Management, Efficiency, Effectiveness, Event Planning, Event Management, Financial Modeling, Financial Accounting, Fundraising, GAAP, Leadership, Public Speaking, Problem Solving, Tax Preparation, Teamwork, Team Leadership, Time Management, Translation, Vendor Management, Report Writing, Budgets

Education
University of Massachusetts Boston   2009 — 2012
Master of Science (MS), Accounting, 3.65

University of Massachusetts Boston   2009 — 2012
Master of Science (MS), Finance, 3.65

University of Florida - Warrington College Of Business   2003 — 2007
Bachelor of Arts (BA), Business Administration, 3.47

Berkeley Prep

Luda Mirne, CPA, MST, CGMA Luda Mirne, CPA, MST, CGMA Greater New York City Area Details
Luda Mirne, CPA, MST, CGMA's Private Family Office Experience August 2015 - Present
Job Chief Financial Officer at Private Family Office
Industry Financial Services
Experience
Private Family Office   August 2015 - Present

Skills
Accounting, Tax, Income Tax, High Net Worth..., Tax Research, CPA, Corporate Tax, Financial Reporting, Auditing, Tax Preparation, Tax Returns, International Tax, Internal Controls, Due Diligence, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Mergers & Acquisitions, Tax Law, Payroll, Financial Accounting, Finance, GAAP, Tax Accounting, Financial Statements, Tax Compliance, Tax Controversy, State Tax, Tax Advisory, IRS

Education
Fairleigh Dickinson University
Masters of Science, Taxation

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Accounting

Vicki Martin, CTFA Vicki Martin, CTFA Washington D.C. Metro Area Details
Vicki Martin, CTFA's Private Family Office Experience July 2013 - Present
Job Trust administrator, Private family office
Industry Financial Services
Experience
Private Family Office   July 2013 - Present
Bluemont Capital Advisors, LLC   November 2010 - September 2013
PNC Financial Services Group  October 2007 - January 2009
Mercantile Safe Deposit & Trust  August 2003 - October 2007
Bank of America  1985 - 2003
First American Bank, N.A.   1976 - 1988

Skills
Estate Planning, Wealth Management, Wealth Management..., Asset Managment, Trusts, Investment Strategies, Investments, Asset Allocation, Investment Advisory, Asset Protection, Finance, Asset Management, Private Equity, Strategic Financial..., Capital Markets, High Net Worth..., Mutual Funds, Retirement Planning, Hedge Funds

Education
George Mason University   1971 — 1974
Education

Northwestern University
Graduate Trust School

Gil Ozir Gil Ozir Greater New York City Area Details
Gil Ozir's Private Family Office Experience January 2005 - December 2010
Job Head of New York Office at AMR International
Industry Management Consulting
Experience
AMR International  January 2011 - Present
Private Family Office   January 2005 - December 2010
McKinsey & Company  2000 - 2004

Skills
Mergers, Strategy, Management Consulting, Due Diligence, Business Strategy, Private Equity, Market Entry, Strategic Consulting, Emerging Markets, Growth Strategies, Financial Modeling, M&A experience

Education
New York University School of Law
Doctor of Law (JD)

Lafayette College
BA

Sarrie Peralta Sarrie Peralta San Francisco Bay Area Details
Sarrie Peralta's Private Family Office Experience July 2015 - Present
Job Accounting Manager
Industry Venture Capital & Private Equity
Experience
Private Family Office   July 2015 - Present
Pinnacle Ventures Inc   July 2012 - July 2015
Walden International  November 1993 - August 2012
Walden International Investment Group   November 1993 - May 2012
Walden International Investment Group   November 1993 - May 2012
Fund Accountant   January 2006 - January 2012
IT Coordinator   June 2000 - May 2006
Executive Assistant / Investment Assistant   November 1993 - May 2000
Circle Freight International (Thailand) Ltd.   July 1991 - July 1993
Financial Controller & Administrative Manager   July 1990 - August 1992

Skills
Private Equity, Venture Capital, Due Diligence, Investments, Valuation, Management, Auditing, Accounting, Finance, Business Strategy, Corporate Finance, Mergers & Acquisitions, Start-ups, Strategic Planning, Business Planning, Financial Modeling, Leadership, Microsoft Excel, Portfolio Management, Financial Analysis, Financial Statements

Education
Polytechnic University of the Philippines   1979 — 1983
Bachelor of Science, Accounting

Polytechnic University of the Philippines   1979 — 1983
Bachelor of Science, Accounting

Tomi Winnig Tomi Winnig Greater Denver Area Details
Tomi Winnig's Private Family Office Experience May 2011 - May 2013
Job Vice President, Business Development at Braddock Financial
Industry Investment Management
Experience
Braddock Financial  May 2013 - Present
Private Family Office   May 2011 - May 2013
Wellbridge  October 2006 - May 2011
Merrill Lynch  January 2004 - September 2006

Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets

Education
University of Louisiana at Lafayette   2001 — 2003
Bachelor's Degree, Business Administration and Management, General

The University of Tennessee at Chattanooga   1999 — 2001
Bachelor’s Degree, Business Administration and Management, General

Colegio Renascenca   1995 — 1997
High School

Cardinal Gibbons High School   1994 — 1995

Elizabeth MacGregor Elizabeth MacGregor Natick, Massachusetts Details
Elizabeth MacGregor's Private Family Office Experience April 2013 - Present
Job Financial Services at Private Family Office
Industry Marketing and Advertising
Experience
Private Family Office   April 2013 - Present
Town of Natick, ASAP Program   September 2010 - June 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Statistics, Blog Marketing, Sales, Quickbooks, Bill Payment, Wealth Management, Charitable Gift Planning, Financial Accounting, Facebook

Education
UMass Boston   2009 — 2013
Business, Business, Management, Marketing, and Related Support Services, Senior

Westfield State College   2009 — 2009
Liberal Arts and Sciences/Liberal Studies

Natick High School   2006 — 2009

Joseph Burns Joseph Burns New York, New York Details
Joseph Burns's Private Family Office Experience 2000 - 2001
Job Chief Operating Officer at TCS Capital Management
Industry Investment Management
Experience
TCS Capital Management   2013 - Present
Pulse Capital Partners   2010 - 2013
Ivy Asset Management  2001 - 2010
Private Family Office   2000 - 2001
Soros Fund Management  1998 - 2000
Capital Management Corporation   1994 - 1998

Education
Fordham University - Graduate School of Business Administration   1996 — 2000

Manhattanville College   1990 — 1994

Archbishop Molloy High School   1986 — 1990

Bobby Davis Bobby Davis San Francisco Bay Area Details
Bobby Davis's Private Family Office Experience March 2014 - May 2015
Job Product Manager at Synack, Inc.
Industry Computer & Network Security
Experience
Synack, Inc.   August 2015 - Present
private family office   March 2014 - May 2015
University of California, Berkeley, Haas School of Business   September 2013 - May 2015
Lockheed Martin Space Systems Company  January 2013 - July 2013
Lockheed Martin Space Systems Company  April 2010 - December 2012
Lockheed Martin Space Systems Company  February 2008 - April 2010
Lockheed Martin Space Systems Company  July 2006 - February 2008
BioRobotics Laboratory, University of Washington   September 2004 - June 2006

Education
University of California, Berkeley   2013 — 2015
Master of Business Administration (MBA)

University of Washington   2004 — 2006
Master of Science (M.S.)

University of Washington   2000 — 2004
Bachelor of Science (B.S.)

Brian Poirier Brian Poirier Greater Boston Area Details
Brian Poirier's Private Family Office Experience June 2015 - August 2015
Job Wealth Management Intern at Private Family Office
Industry Financial Services
Experience
Georgetown University  September 2015 - Present
Private Family Office   June 2015 - August 2015
Georgetown University  September 2014 - April 2015
U.S. Department of Commerce, International Trade Administration   June 2014 - August 2014
Corinthian Yacht Club  June 2013 - August 2013

Education
Georgetown University - The McDonough School of Business   2013 — 2017
Bachelor of Science (B.S.), Finance

University of Oxford   2015 — 2015
International Finance and Strategic Management

St. John's Preparatory School   2009 — 2013
High School, 4.43 GPA

Fred Caminite Fred Caminite San Diego, California Details
Fred Caminite's Private Family Office Experience March 2007 - June 2014
Job California Licensed Professional Fiduciary
Industry Legal Services
Experience
The Bridge Fiduciary Services   September 2014 - Present
Private Family Office   March 2007 - June 2014
CCIM San Diego Chapter   January 2010 - December 2010
Commercial Brokerage and Property Management   May 1987 - March 2007
IREM San Diego Chapter   2002 - 2002
Private Real Estate Equity Firm   January 1984 - April 1987

Skills
Real Estate, Investments, Investment Properties, Asset Management, Real Estate Economics, Leases, Valuation, Property, Contract Negotiation, Negotiation, Trustee, Conservatorships, Fiduciary Services

Education
California State University-Fullerton   2014 — 2015
Certificates for Professional Fiduciary Management for Trustees and Conservators, Professional Fiduciary Management

San Diego State University-California State University   1995 — 1997
MBA, Business Administration and Management, General

Duquesne University   1978 — 1982
Bachelor of Science, Economics

Shanna Dorresteyn Shanna Dorresteyn Gainesville, Florida Area Details
Shanna Dorresteyn's Private Family Office Experience March 2014 - May 2015
Job Finance, Accounting & HR Professional
Industry Accounting
Experience
The Athena Group, Inc.   May 2015 - Present
Private Family Office   March 2014 - May 2015
HyGreen, Inc.   February 2007 - February 2014
Xhale, Inc.   February 2007 - December 2010
Rhino Video Games  2004 - 2007

Skills
Medical Devices, Corporate FP&A, Monthly Close, International Accounting, FRx, Long Range Planning, IRR, NPV, Financial Operations, Activity Based Costing, Healthcare, Management, Capital Equipment, Strategy, Start-ups, Commercialization, Strategic Planning, Finance, Team Building, Budgets, Executive Management, Accounting, Leadership, Human Resources, Mergers, Financial Analysis, Financial Accounting, Small Business, Financial Reporting, Biotechnology

Education
University of Florida - Fredric G. Levin College of Law   2000 — 2002
JD, Environmental and Intellectual Property Law

University of Florida - Warrington College of Business Administration   1998 — 1999
BSBA, Finance

University of South Florida   1996 — 1997
None, Finance, General

St. Petersburg College   1995 — 1996
Associate of Arts (A.A.), Business Administration and Management, General

Thomas Nelson Community College   1994 — 1995
None, Business Administration and Management, General

Emilie Sullivan Emilie Sullivan Boston, Massachusetts Details
Emilie Sullivan's Private Family Office Experience January 2015 - Present
Job Executive Assistant at Private Family Office
Industry Hospitality
Experience
Private Family Office   January 2015 - Present
Tiger Consumer Management LP   May 2012 - January 2015
Goldman Sachs  June 2009 - May 2012

Education
Lafayette College

Keith Keenan Keith Keenan Caldwell, New Jersey Details
Keith Keenan's Private Family Office Experience January 2012 - Present
Job Equity Derivative Portfolio Manager at Private Family Office
Industry Investment Management
Experience
Private Family Office   January 2012 - Present
Private Family Office   January 2007 - January 2012
Wall Street Access  January 2002 - January 2007
Wall Street Access  January 2000 - January 2002
Wall Street Access  January 1997 - January 2000
Waterhouse Securities  January 1995 - January 1997

Skills
Derivatives, Options, Bloomberg, Trading, Equities, Portfolio Management, FX Options, Commodity, Risk Management, Financial Risk, Mutual Funds, Proprietary Trading, Hedging, Options Strategies, Analysis, Series 4, 7, 55, 63

Education
Fordham University   1991 — 1995
B.A, History

Denise Devine Denise Devine San Francisco Bay Area Details
Denise Devine's Private Family Office Experience September 2012 - Present
Job Personal Project Manager at Private Family Office
Industry Events Services
Experience
Private Family Office   September 2012 - Present
The Tanglewood House/PSR Events   July 2011 - April 2012
Jayne Wrightsman   July 2009 - June 2011
nycTIES - 501(c)(3) nonprofit organization   July 2009 - May 2011
KPMG LLP  September 2006 - June 2009

Skills
Non-profits, Event Planning, Event Management, Social Media, Microsoft Office, Accounting, Marketing

Education
Society of Wine Educators
Certification, Specialist of Wine

Belmont University
Certification, Meeting and Event Planning

Lehigh University   2002 — 2006
Bachelor of Science, Accounting

Brooks McGee Brooks McGee Houston, Texas Details
Brooks McGee's Private Family Office Experience February 2000 - July 2012
Job Client Advisor, Principal at Avalon Advisors, LLC
Industry Investment Management
Experience
Avalon Advisors, LLC  July 2012 - Present
Post Oak Bank  July 2004 - Present
Private Family Office   February 2000 - July 2012
Amegy Bank  September 1987 - February 2000

Education
Baylor University   1975 — 1979
Bachelor of Business Administration (BBA), Accounting

Conroe High School

Josh Levine, CFP®, CAP® Josh Levine, CFP®, CAP® Greater Philadelphia Area Details
Josh Levine, CFP®, CAP®'s Private Family Office Experience March 2012 - January 2013
Job Founder & CEO Cornerstone Family Office, LLC
Industry Financial Services
Experience
Cornerstone Family Office, LLC   January 2013 - Present
Private Family Office   March 2012 - January 2013
Legacy Advisors  March 2006 - March 2012
CFG  1998 - 2006

Skills
Wealth Administration, Financial Reporting, Ultra High Net Worth, Consolidated Reporting, Wealth Management, Estate Planning, Family Office, Bill Payment, Concierge Services, Data Management, Advisor Coordination, Asset Purchase..., Succession Planning, Asset Protection, Philanthropy, Insurance, Multi-generational..., Family Governance, Wealth, Life Insurance, High Net Worth..., Management, Financial Advisory, Alternative Investments, Private Equity

Education
Gettysburg College   1994 — 1998
Bachelor of Science

The Haverford School   1980 — 1994

Jessy Burnett Jessy Burnett Greater New York City Area Details
Jessy Burnett's Private Family Office Experience April 2007 - April 2010
Job Investor Relations Associate
Industry Financial Services
Experience
Precision Capital Advisors   September 2012 - Present
Greentech Capital Advisors  April 2010 - June 2012
Private Family Office   April 2007 - April 2010
Food Network  July 2004 - March 2007

Skills
Digital Media, Social Media Marketing, Social Media, Marketing, Marketing Communications, Advertising, Digital Marketing

Education
Fordham University   2000 — 2004
B.A., Communications and Media Studies

Agnes Elizabeth Kowalska Agnes Elizabeth Kowalska Chicago, Illinois Details
Agnes Elizabeth Kowalska's Private Family Office Experience August 2015 - Present
Job Executive Assistant at GTCR LLC
Industry Venture Capital & Private Equity
Experience
Private Family Office   August 2015 - Present
Private Family Office   2014 - Present
GTCR LLC  2012 - 2014
Sterling Partners  2009 - 2012
Goldman Sachs  2006 - 2008
AXA Advisors  2001 - 2005

Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...

Education
Harper College
Associate's Degree, Business Administration

Mark F. Binnion, CFA Mark F. Binnion, CFA Fort Lauderdale, Florida Details
Mark F. Binnion, CFA's Private Family Office Experience February 1999 - June 2000
Job Senior Client Relationship Manager Senior Vice President
Industry Financial Services
Experience
Franklin Templeton  June 2000 - June 2014
Private Family Office   February 1999 - June 2000
Putnam Investments  October 1997 - February 1999
Delaware Investments  January 1990 - December 1997

Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity

Education
CFA Institute   1992 — 1995
CFA

University of Maryland College Park   1987 — 1990
BA, Economics

FINRA
Investments, Series 3, Series 6, Series 63 and Series 7

Daniel Glickman Daniel Glickman Greater New York City Area Details
Daniel Glickman's Private Family Office Experience October 2011 - Present
Job
Industry Investment Management
Experience
Private Family Office   October 2011 - Present
Film Intelligence, LLC   October 2008 - Present
New York Life Investment Management  August 2006 - September 2008
TIAA-CREF  October 2001 - July 2006
State Street Global Advisors  October 1999 - October 2001
Integrity Capital Management   July 1998 - January 1999
Weiss, Peck & Greer   May 1997 - July 1998
AT&T Corporate Headquarters  April 1992 - September 1993
William M. Mercer, Inc   October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research   December 1988 - September 1989

Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance

Education
The University of Chicago Booth School of Business   1993 — 1997
MBA

Columbia Engineering   1990 — 1992
MS

Massachusetts Institute of Technology   1985 — 1989
SB

Frank G. Lindsey

John Fitzgibbons John Fitzgibbons San Francisco Bay Area Details
John Fitzgibbons's Private Family Office Experience April 2002 - February 2005
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   May 2011 - Present
ThinkEquity LLC  February 2005 - September 2011
Private Family Office   April 2002 - February 2005
Thomas Weisel Partners  January 2000 - April 2002
Montgomery Securities  January 1996 - January 2000

Education
Amherst College   1989 — 1993
BA, Economics

Milton Academy   1986 — 1989

Andrea Kammann Andrea Kammann Washington D.C. Metro Area Details
Andrea Kammann's Private Family Office Experience December 2007 - Present
Job Controller, Family Office
Industry Financial Services
Experience
Private Family Office   December 2007 - Present
J.E.Robert Companies   December 2002 - November 2007
The Seed Foundation  2002 - 2002
Gemini Air Cargo  1998 - 2002

Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Strategic Planning, Project Management, Microsoft Excel, Due Diligence, Process Improvement, Budgets, Customer Service, Asset Management, Microsoft Office, Investments, Estate and Trust..., CPA, Wealth Preservation..., Handle Confidential...

Education
The George Washington University   1989 — 1993
Bachelor of Accounting

University of New South Wales   1992 — 1992
Semester abroad

Nancy Miller Nancy Miller San Francisco Bay Area Details
Nancy Miller's Private Family Office Experience August 2014 - Present
Job Director at Private Family Office
Industry Venture Capital & Private Equity
Experience
Private Family Office   August 2014 - Present
Simon Equity Partners   January 2009 - July 2014
BMO Capital Markets  2004 - 2008
Sienna Ventures   February 1998 - 2001
Maroley Media Group   1996 - 1998
PricewaterhouseCoopers  1990 - 1995

Skills
Private Equity, Venture Capital, Due Diligence, Start-ups, IPO

Education
Northwestern University - Kellogg School of Management   1995 — 1996
MBA, Finance, Marketing, Management

University of Pennsylvania - The Wharton School   1986 — 1990
BS, Management, Accounting, Marketing

Craig Sanders Craig Sanders Indianapolis, Indiana Area Details
Craig Sanders's Private Family Office Experience July 2006 - April 2009
Job Private Wealth Executive
Industry Banking
Experience
The Athlete's Business Networks, LLC - Wealth Management   2009 - Present
Private Family Office   July 2006 - April 2009
MobileAccess Networks  2004 - 2005

Skills
Private Wealth, International Banking, Private Equity/VC, Private Banking, Wealth Management, Portfolio Management, Banking, Wealth, Investments, Asset Managment, Equities, Strategy, Mergers & Acquisitions, Asset Management, Strategic Planning, Business Development, Investment Strategies, Venture Capital, Start-ups, Due Diligence, Executive Management, Financial Analysis, Financial Modeling, Business Strategy, Business Planning, Private Equity, Strategic Financial..., Finance, Capital Markets, Leadership, Investment Management

Education
Siena College   1985 — 1989
Finance and Financial Management Services

Jeff Kaczmarczyk Jeff Kaczmarczyk Greater Philadelphia Area Details
Jeff Kaczmarczyk's Private Family Office Experience 2000 - Present
Job Private Family Office
Industry Financial Services
Experience
Private Family Office   2000 - Present
Wilmington Trust Company  1987 - 1999

Education
Widener University   1989 — 1993
MS, Taxation

University of Delaware   1983 — 1987
BS, Accounting

Pamela Maziur Pamela Maziur Houston, Texas Area Details
Pamela Maziur's Private Family Office Experience OwnerMCM Consulting, PCJune 2008 - September 2010
Job Owner at MCM Consulting, PC
Industry Airlines/Aviation
Experience
Private Family Office   OwnerMCM Consulting, PCJune 2008 - September 2010
Continental Airlines  March 2005 - June 2008
Continental  2001 - 2003
Ernst & Young  1999 - 2001

Education
Baylor University   1994 — 1999

Glenn Turner, CPA Glenn Turner, CPA Houston, Texas Area Details
Glenn Turner, CPA's Private Family Office Experience May 2012 - Present
Job Private Money Manager
Industry Accounting
Experience
Private Family Office   May 2012 - Present
Mohle Adams   October 2005 - May 2012
Melton & Melton, LLP   2005 - 2005
L.M. Berry Co   1993 - 2002

Skills
Tax, Accounting, Financial Reporting, Audit, GAAP, US GAAP, Financial Accounting, Financial Analysis, General Ledger, CPA, Tax Preparation, Income Tax, Corporate Tax, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Revenue Recognition, Journal Entries, Account Reconciliation, Analysis, Credit, Auditing, Internal Controls, Fixed Assets, Finance, Cash Flow, Tax Accounting, Sales Tax, Accruals, Financial Statements, External Audit, Budgets, Tax Research, Financial Audits, Tax Returns, Forecasting, Small Business, Microsoft Office

Education
Louisiana State University and Agricultural and Mechanical College   2003 — 2004
Bachelor of Arts (BA), Accounting

Mississippi State University   1986 — 2001
BS, Computer Science

Justin (J.C.) Bownds Justin (J.C.) Bownds Providence, Rhode Island Area Details
Justin (J.C.) Bownds's Private Family Office Experience 2014 - Present
Job Investments
Industry Financial Services
Experience
Private Family Office   2014 - Present

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2001 — 2003
MBA

Alfred University   1991 — 1995
MSEd

Deirdre O'Shea Deirdre O'Shea Greater New York City Area Details
Deirdre O'Shea's Private Family Office Experience July 2009 - Present
Job Accounts Payable Manager at Tudor Investment Corp
Industry Financial Services
Experience
Private Family Office   July 2009 - Present
Tudor Investment Corporation  2000 - 2009

Education
Athlone Institute of Technology   1994 — 1998

Jan Alexander Jan Alexander Raleigh-Durham, North Carolina Area Details
Jan Alexander's Private Family Office Experience November 2012 - July 2014
Job Certified Public Accountant
Industry Accounting
Experience
Columbia College Chicago  January 2009 - Present
Private Family Office   November 2012 - July 2014
Coleman & Associates CPA's, Ltd.   November 2010 - November 2012
Vibes Media  January 2009 - November 2010
SJD & Associates   February 2007 - December 2008

Education
Columbia College Chicago   2006 — 2007
Masters in Arts Management, Arts, Entertainment, & Media Management

Francis Marion University   1998 — 2002
Bachelor of Business Administration, Accounting/Finance

Ohio Valley College   1997 — 1998
General Studies

Christopher Bothur Christopher Bothur Greater New York City Area Details
Christopher Bothur's Private Family Office Experience May 2013 - Present
Job Family Office Employee
Industry Financial Services
Experience
Private Family Office   May 2013 - Present
Deutsche Bank  June 2011 - July 2012
Deutsche Bank  April 2007 - June 2011
Connecticut College  May 2007 - May 2010
United Nations Industrial Development Organization: ITPO   May 2006 - September 2006

Skills
Hedge Funds, Public Speaking, Entrepreneurship, Emerging Markets, Valuation, Risk Management, Economics, Financial Analysis, Financial Modeling, Investment Banking

Education
Yale School of Management   2012 — 2014
Master of Business Administration (MBA)

Connecticut College   2003 — 2007
Bachelor, International Relations, Economics, Mandarin

Capital University of Economics and Business   2005 — 2006
Mandarin

Joan Plensa Joan Plensa Vancouver, Canada Area Details
Joan Plensa's Private Family Office Experience January 2009 - Present
Job Capital Management Family Office
Industry Financial Services
Experience
Private Family Office   January 2009 - Present
Consulting  September 2012 - March 2014
Plensa Pineault Capital, Ltd.   August 2009 - July 2012
UBS Investment Bank  2006 - 2008

Skills
Securitization, Structured Finance, CDO, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Portfolio Management, Asset Management, Trading Systems, Financial Modeling, Intex, Systematic Trading, Trepp

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2006
MS, Computational Finance

Boston University
BS, Aerospace Engineering

Don Kelley Don Kelley Greater New York City Area Details
Don Kelley's Private Family Office Experience May 2003 - December 2006
Job CEO at Hanover Direct
Industry Retail
Experience
Hanover Direct  December 2008 - Present
Verax Capital   January 2006 - Present
Private Family Office   May 2003 - December 2006
W.R. Huff Asset Management   May 1997 - January 2003

Skills
Financial Analysis, Private Equity, Investments, Mergers, Valuation, Financial Modeling, Strategic Planning, Business Strategy, Project Management, Sales

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA

Eileen Connelly Eileen Connelly Greater Chicago Area Details
Eileen Connelly's Private Family Office Experience January 2014 - Present
Job Executive Assistant & Office Manager at Private Family Office
Industry Construction
Experience
Private Family Office   January 2014 - Present
CNH  January 2012 - November 2013
Kirkland & Ellis LLP  August 2008 - December 2011
Kimball Hill Homes  July 1998 - August 2008
Deluxe Video  1988 - 1998

Education
Oakton Community College
Business

Gary Webber Gary Webber Greater New York City Area Details
Gary Webber's Private Family Office Experience January 2013 - Present
Job CFO at Private Family Office
Industry Accounting
Experience
Private Family Office   January 2013 - Present
Falcone Family Office   June 2009 - January 2013
Private Office of Louise Blouin   July 2008 - May 2009

Skills
Budgets, Financial Modeling, Financial Analysis, Accounting, Business Strategy, Managerial Finance, Business Planning, Corporate Finance, Due Diligence, Finance, Financial Reporting, Forecasting, Management, Mergers, Private Equity, Strategy

Education
University of Oxford

Gerard Renk Gerard Renk San Francisco Bay Area Details
Gerard Renk's Private Family Office Experience January 2005 - January 2012
Job Financial Consultant at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2014 - Present
Morgan Stanley Wealth Management  October 2012 - July 2013
Union Bank  January 2012 - October 2012
Private Family Office   January 2005 - January 2012
Wells Fargo  May 1994 - January 2005

Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance

Education
University of California, Davis   1976 — 1981
Bachelor of Arts (BA), Psychology

crestmoor

crestmoor

Ted Weinrib Ted Weinrib Greater New York City Area Details
Ted Weinrib's Private Family Office Experience July 2015 - Present
Job .
Industry Financial Services
Experience
Private Family Office   July 2015 - Present
Goodwin Procter LLP  October 2014 - July 2015
Hunton & Williams, LLP   July 2014 - October 2014
Baker Hostetler, LLP  April 2011 - July 2014
Greenberg Traurig  August 2003 - March 2011
Saltaire Vol. Fire Co.   September 2006 - September 2010
No Secrets, LLC   May 2002 - December 2003
The Samples   February 1998 - April 2001

Skills
Rescue, Fire Management, EMS, Entertainment, Real Estate

Education
The New York Real Estate Institute   2008 — 2008
New York Real Estate Salesperson, Real Estate Sales

University of Arizona

David McNabb David McNabb Sarasota, Florida Area Details
David McNabb's Private Family Office Experience July 1994 - Present
Job Private Family Office
Industry Investment Management
Experience
Private Family Office   July 1994 - Present
E.F. Hutton   1976 - 1992

Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Budgets, PowerPoint, English, Strategic Planning, Research, Accounting, Financial Analysis, Windows, Public Speaking, Negotiation, Financial Reporting, Business Strategy, GFAS, Portfolio Management, Financial Planning, Leadership, Investments, Mutual Funds, Asset Management, Retirement Planning, Equities

Education
Boston College   1969 — 1973
Bachelor's degree, English/Economics

Bishop Guertin   1965 — 1969
High School

Ellen Berger Ellen Berger New York, New York Details
Ellen Berger's Private Family Office Experience August 1990 - Present
Job
Industry Oil & Energy
Experience
Private Family Office   August 1990 - Present
Bert Davis Executive Search  January 1985 - December 1987
Bertelsmann Publishing   January 1980 - December 1984

Skills
Oil/Gas Royalty..., Payroll, Accounts Receivable, Quicken, Outlook, Accounts Payable, Invoice Processing, Cash, Account Reconciliation

Education
New York University
Bachelor of Arts, Art History

Warren R. Harwell Warren R. Harwell Greater New York City Area Details
Warren R. Harwell's Private Family Office Experience 2006 - 2011
Job New Business Development/Institutional Equity Sales/Financial Services/Software/Social Media/Pharmaceutical/Biotech
Industry Financial Services
Experience
Android Computers, LLC.   January 2012 - Present
Greencrest Capital, LLC.   2011 - 2012
Private Family Office   2006 - 2011
Hoefer & Arnett, Inc.   2002 - 2006
Ryan Beck & Co.   1997 - 2001
Oppenheimer & Co.   1990 - 1996
Prudential Securities Inc.  1980 - 1990

Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income

Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major

Alexander Trias Alexander Trias Washington D.C. Metro Area Details
Alexander Trias's Private Family Office Experience August 2011 - Present
Job Manager at Private Family Office
Industry Law Practice
Experience
Private Family Office   August 2011 - Present
Dow Lohnes PLLC  May 2007 - 2011
Akin Gump Strauss Hauer & Feld LLP  2002 - 2006
Sullivan & Cromwell LLP  1999 - 2002
Cravath, Swaine & Moore LLP   September 1997 - January 1999

Skills
Investment Strategies, Investment Management, Estate Planning, Tax, Equities, Income Tax, Corporate Governance, Trusts, Tax Law, Partnerships, Family Law

Education
Yale Law School   1993 — 1996
JD, law

Columbia University in the City of New York
BA, Political Science and Government

Paul Fitzpatrick, CPA Paul Fitzpatrick, CPA Greater New York City Area Details
Paul Fitzpatrick, CPA's Private Family Office Experience January 2000 - June 2004
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
Agile Fund Solutions, LLC   September 2015 - Present
SS&C GlobeOp  April 2014 - Present
Citigroup  August 2012 - April 2014
GlobeOp Financial Services  June 2004 - July 2012
Private Family Office   January 2000 - June 2004
Morgan Stanley  1994 - 1999

Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office

Education
University at Albany, SUNY   1990 — 1994
Bachelors, Finance

Donna McNairy Donna McNairy Charlotte, North Carolina Area Details
Donna McNairy's Private Family Office Experience 2000 - 2005
Job Owner/Consultant at D. McNairy Consulting, LLC
Industry Accounting
Experience
D. McNairy Consulting, LLC   2005 - Present
Private Family Office   2000 - 2005
Charlotte Private Family Office   1998 - 2000

Skills
Accounting, Non-profits, Financial Reporting, Financial Analysis, Management Consulting, Strategic Planning, Budgeting, Financial Management, Budgets

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1993 — 1994
Master, Accounting - Tax

University of Colorado Boulder - Leeds School of Business   1985 — 1989
B.S., Business - Finance

Stacy B. Stacy B. Dallas/Fort Worth Area Details
Stacy B.'s Private Family Office Experience February 2014 - Present
Job Controller at Private Family Office
Industry Financial Services
Experience
Private Family Office   February 2014 - Present
Palette Investment Company   February 2004 - October 2012
PepsiCo  1990 - 1992
Deloitte  1986 - 1990

Education
University of North Texas   1992 — 1993
Master of Science (MS), Taxation

Baylor University   1983 — 1986
BBA, Accounting

Noreen Caroll Noreen Caroll Greater Philadelphia Area Details
Noreen Caroll's Private Family Office Experience August 2008 - Present
Job Executive Director, single family office
Industry Financial Services
Experience
private family office   August 2008 - Present
sole proprietor  September 1999 - Present
multiple single family offices   September 1985 - 2001

Education
The George Washington University   1975 — 1982
BA, history

David Baizer David Baizer Austin, Texas Details
David Baizer's Private Family Office Experience July 1993 - May 1997
Job President at Baizer Interests, Inc.
Industry Commercial Real Estate
Experience
Baizer Interests, Inc.   June 1997 - Present
Private Family Office   July 1993 - May 1997
Data Research Associates, Inc.   June 1992 - June 1993
The Waterloo Group   May 1991 - May 1992
Alvey, Inc.   June 1985 - May 1991
McDonnell Douglas Corporation  June 1983 - June 1985

Skills
Strategic Planning, Real Estate, Real Estate Development, Commercial Real Estate, Contract Negotiation, Start-ups, Real Estate Transactions, Entrepreneurship, Leadership, Mergers & Acquisitions, Business Development

Education
Washington University in St. Louis   1988 — 1992
Master of Business Administration (MBA)

The University of Texas at Austin   1979 — 1983
Bachelor of Arts (BA), Computer Science

Elaine Caldwell Elaine Caldwell Tampa/St. Petersburg, Florida Area Details
Elaine Caldwell's Private Family Office Experience January 2014 - Present
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

Reka Demeter Reka Demeter Monaco area Details
Reka Demeter's Private Family Office Experience August 2015 - Present
Job PA
Industry Investment Management
Experience
Private Family Office   August 2015 - Present
Amber Lounge & Amber Lounge Hospitality Ltd   April 2015 - June 2015
The Savoy, A Fairmont Managed Hotel  February 2014 - March 2015
The Savoy, A Fairmont Managed Hotel  April 2012 - March 2014
The Savoy, A Fairmont Managed Hotel  April 2011 - March 2012

Skills
Hotels, Hospitality Management, Hospitality, Hospitality Industry, Food & Beverage, Open Table, Micros, Fine Dining, Food Service, Food, Banquets, Catering, Rooms Division, Front Office, Hotel Management, MICROS, Restaurants, Pre-opening

Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca   2009 — 2011
Master's degree - Project Management and Project Appraisal

Universitatea „Babeș-Bolyai” din Cluj-Napoca   2005 — 2009
Bachelor's degree - Marketing