6th Annual Family Office FinTech Summit 2021

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 18 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.

Carol R. Kaufman consults to HNW families, entrepreneurs and trusted advisors.  Her newly released software venture, Pinventory®, coupled with her consulting service, www.homeinventoryacademy.com, focus on the responding to the need for home inventories, ensuring that important possessions and their supporting information are properly catalogued, securely shareable and easily accessible, anywhere and anytime that information is needed.  Her first software product, InvesTier®, was acquired by SunGard in 2002.  An entrepreneur for over 35 years, Ms. Kaufman’s specialties include public speaking, training and software/service-based solutions to organizational problems.  She resides in Hawthorne, NJ and Otis, MA.

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999.
Beyer continues to remain active in several industry groups, and her recent book, Wealth Management Unwrapped Revised & Expanded (Wiley 2017) describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’ Currently, Beyer is President of the Principle Quest Foundation whose mission is women’s empowerment.

Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, a global forum for single-family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.

Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech.  Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking. Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania.  In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching.  Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.

Paul McKibbin is executive director in EY’s Americas Family Office Advisory practice. He has more than 20 years of experience in advising families on the creation, management and optimization of family office services tailored to their unique needs. He is a specialist in the information architecture of family offices and has selected, designed and implemented risk management, reporting and accounting infrastructures for some of the world’s most sophisticated family offices.

Prior to joining EY in 2016, Paul was a managing partner with Family Office Metrics, a provider of management consulting to single family offices. Before joining Family Office Metrics, he headed the Guggenheim Partners Family Network, specializing in meeting the technology needs of single and multi–family offices. Prior to his firm being acquired by Guggenheim in 2003, he was founder and president of Private Family Networks, a provider of secure virtual family office platforms for global single family offices.

Sergei Bourlatskii is the CFO at DS Advisors. Before joining DS, he was the CEO of AnantaFO Inc., a single-family office managing both personal/trust investments as well as philanthropic efforts through a Foundation and a DAF. At Ananta, Sergei is responsible for technology, operations, and managing investments in global equities (both listed and OTC), direct private equity/venture capital with investments in over 20 direct deals, fixed income, and real estate. Prior to joining Ananta, Sergei was one of the three executive team members at Sentient Investment Management, responsible for trading, operations, and data for the AI driven quant Hedge Fund. Before that, Sergei spent some time consulting for EY in the technology group, building direct trading, technology, and operations for the EM portion of Rock Creek Group, and was a Partner, Head of EEMEA Trading, and Head of Risk at Artha Capital Management, an EM Hedge Fund. Sergei holds an MBA from Columbia Business School and a BA from Syracuse University.

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

A Californian based in Europe for 30 years, Allyson is an international business advisor, author, speaker, broadcaster and Non-Executive Director.  She is the Founder and CEO of International Marketing Partners, having advised over 240 businesses across 26 countries to successfully internationalise after starting her career with PwC, PA Consulting Group and Hay Management Consultants.
Besides her extensive client list in the financial and professional services arena, she appears as a regular expert for Al Jazeera, BBC News, CNN, Deutsche Welle, France 24, the FT, Sky News and many other outlets. Allyson is author of both editions of the best-selling book Working with Americans, the first-ever manual on the US business culture.

Banker with over 20 years of experience in investment management and private equity. Prior to joining Nickel, Anatoly was with the Investment Management Division of Goldman Sachs dealing with portfolio construction for the bank's professional UHNW and family office clients. Prior to that, he worked for JPMorgan, HSBC, and EBRD.

Anatoly studied International Business Relations at the University of National and World Economy in Sofia and earned an Executive MBA degree from the University of Oxford.

Anna Garcia is Co-Founder and Partner at Runway Venture Partners, a New York-based early stage VC firm focused on investing in post product-market fit B2B SaaS companies. Prior to entering venture capital, Anna spent 17 years in financial services and held senior roles at Merrill Lynch, Jefferies and JP Morgan in the areas of capital markets, investment banking and asset management. Staying true to her financial services background, Anna is closely involved in the fintech community. She was recognized with a Markets Choice: Women in Finance 2017 Award for Excellence in Fintech and named to Innovate Finance: Women in Fintech Powerlist 2018.

Anna primarily focuses on client investments and strategic technology projects for St. Louis Trust. She is a member of the firm’s Investment Committee, providing investment advice and analysis for client teams. She also leads the implementation of technology/process improvement projects for the firm. These projects bolster the efficiency of internal operations and the client experience. Anna previously spent seven years as a client advisor helping families develop and execute investment, tax, and estate planning strategies. Anna graduated magna cum laude from USC, earned an MBA from Washington University, graduating as a Charles F. Knight Scholar and is a CFA® Charterholder.

Antonis is a partner in Dentons’ Global Privacy and Cybersecurity group, based in London. A UK and EU data privacy and cybersecurity law specialist, Antonis has been practicing in this area of the law since 2007, full-time since 2009. He works with a wide range of UK, EU, US and Asian clients across various sectors, including technology, adtech, healthtech, fintech, media, telecoms, and fast-moving consumer goods. Antonis advises on all aspects of EU data privacy and cybersecurity law. Most of his work has an international element, and he regularly leads on multi-jurisdictional projects. He has spent time working in Silicon Valley, which helped him develop a deep understanding of transatlantic data privacy and cybersecurity issues.

Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the award-winning reference platform for communication privacy and data security in the family office and wealth advisory space. Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland. Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.

Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has accelerated acquisitions, expanded services for advisors and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining and supporting advisors. He previously served as CEO at HD Vest, EVP and Head of the RIA Segment at Fidelity Clearing and Custody, and held various leadership roles at LPL Financial and Charles Schwab.

Carole has more than 25 years of leadership experience in finance, investment management and business development. She's a forward looking, trusted advisor and advocate with a strong focus on growth, innovation, transformation and building productive strategic alliances. Her foundation of the CFA charter combined with professional experience as a public and private markets investor and tech CFO enables robust analysis and sharp decision making. She focuses on realigning family office structures and integrated asset management, including direct and co-investment in venture. She is a Fintech Expert, actively engaged in its complex innovation ecosystem of startups, investors, incumbent banks and investment firms, consultants, advisors and regulators, identifying industry trends and relevant opportunities.

Catherine has over 11 years of experience assisting high net-worth individuals minimize their income and estate tax exposures. Catherine started her career in the UK with the accounting firm BDO LLP, before moving to the San Francisco office as part of an expansion. Catherine has a unique insight into both UK and US tax systems and her clients have included entrepreneurs, chief executives, and individuals with complex international aspects to their affairs. In 2019 Catherine joined a private family office as the trust and estate tax specialist, providing ongoing tax advice and coordinating all trust and estate tax filings. Here, Catherine is part of the core team implementing the upgrade of technology systems, including CRM, document management, and General Ledger systems. Catherine was voted Top 35 Under the age of 35 in the Private Wealth industry in 2016.

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.

Dennis is responsible for developing strategies to help SEI Family Office Services reach new markets, attract new leads and acquire new clients. In this role, he leads speaking engagements at industry events and manages the sales cycle. With a core focus on family offices, accounting firms and other wealth management organizations selecting a technology solution, Dennis has worked with many of the Forbes 185 families and Forbes 400 individuals for over 17 years. Prior to joining SEI, Dennis served as Managing Director of Sales and Marketing at Financial Navigator, Inc.. Dennis holds a Bachelor of Science in Business Administration with a concentration in Marketing from San Jose State University.

Doris Bonora Q.C. TEP is the Canadian group leader of Dentons' Trust, Estates and Wealth Preservation practice and is the Canadian representative of Dentons' Family Office and High Net Worth Sector (DFO), offering legal services to ultra high net worth individuals, families, and family offices spanning numerous practices and jurisdictions, and advises affluent Canadian Families with succession planning, philanthropy and litigation. Doris is recognized in Lexpert, Chambers, Who’s Who in Law and was recently awarded the Queen’s Counsel designation. Doris is an appointed member of the quasi judicial Alberta Human Rights Tribunal hearing cases involving breaches of human rights. Doris represents First Nation trusts and has helped many people from different cultures and different orientations to achieve their estate planning goals.  Doris is a frequent lecturer and author in the area of estate planning.

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow the family office practices at Boston Private, Citi Private Bank, and Credit Suisse. Edward began his career in the public sector working for the federal government in the United States and abroad.  He is a Board Member for Americas Warrior Partnership, a non-profit focused on ending veteran suicide. Edward earned his MBA from NYU Stern School of Business and has a BS in human biology from Michigan State University

Jen is nationally recognized for her integrated capital work that champions people and planet-centered businesses, communities and entrepreneurs. After 20 years of foundation leadership supporting human rights, gender justice, and health and environmental issues with grants and leadership, Jen has incorporated investing into her strategies for equity and transformation. Her expertise includes cross- cultural competency,climate solutions, healthy food, and Indigenous Peoples. Before launching Integrated Capital Strategies, Jen led Swift Foundation for over eight years.

Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Jules is an Impact Analyst on the investment team at Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. She has an instrumental role in helping identify impact opportunities by conducting market research and providing recommendations to the investment team. She finds great joy in helping families align their social values with impact-focused investment opportunities.

Lisa Hayles is an investment manager in Trillium's Boston Office who joined the firm in 2020.  She has more than 18 years’ experience in sustainable investing, having worked in Canada, the UK and the U.S. advising clients on incorporating ESG analysis into investment approaches. Lisa received her B.A.in Political Science and History from the University of Toronto and a M.Sc. in International Development from the University of Guelph. She also holds a French language Certificate for the University of Toulouse in France.​

Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, making investments, maintaining board responsibilities, and adding hands-on operating value with portfolio companies. Logan was most recently VP of SoFi Ventures, where he oversaw minority investments and corporate development. Logan has historically served in VC and Asset Management firm leadership roles as a Venture Partner at Light Street Capital, Partner at Formation Group, Managing Director at Invesco, SVP at City National Bank, and Director at PwC. Key firm investments led by Logan: Figure, SoFi, Neuro-ID, Greenlight, Avinew, Aiera, Nestio, Samcart, Netomi, BrainTrust, Numbrs, Onfido, Tradeshift, and DailyPay.

Natalie is a Director of Relationship Management within SEI Family Office Services where she is responsible for building relationships within existing client organizations, developing an intimate understanding of the client’s business, and accessing themes throughout the market to try and discover innovative ways to help clients. Prior to joining SEI in 2017, Natalie spent more than 18 years working in the alternative investment space in compliance, investor relations and marketing. Most recently she was the Director of Investor Relations at a Chicago-based hedge fund where she spent 10 years building and maintaining investor relationships worldwide. Natalie holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University.

Richard Chen is the Founder of Richard L. Chen PLLC, a law firm that serves the investment advisory community. Richard advises on numerous compliance matters including compliance program development and implementation, mock audits, and SEC examinations. Richard also counsels investment advisers concerning business formation/structuring, contract drafting, mergers, employment matters, succession planning, private fund formation, and operational due diligence. Before launching his practice, Richard spent many years at several preeminent law firms in New York after graduating from Harvard Law School and Harvard College. Please visit his firm’s website and visit his LinkedIn page to learn more about him and his practice.

Rusdi oversees a division of Client Services and leads both the Financial Planning Program and the Operations Team, working closely with all specialists to deliver full financial plans to clients. Prior to joining Market Street, Sumner was Vice President and Managing Director of Tompkins Financial Advisors, while serving on the Tompkins Trust Company’s leadership team and as an Innovation Ambassador. Sumner received a B.A. from Cortland State University summa cum laude in Business Economics and Communications. She also holds a dual-degree MBA with distinction from Cornell University’s Samuel Curtis Johnson School of Management and the Smith School of Business, Queen’s University (Ontario, CA).

Sergei Bourlatskii is the CFO at DS Advisors. Before joining DS, he was the CEO of AnantaFO Inc., a single-family office managing both personal/trust investments as well as philanthropic efforts through a Foundation and a DAF. At Ananta, Sergei is responsible for technology, operations, and managing investments in global equities (both listed and OTC), direct private equity/venture capital with investments in over 20 direct deals, fixed income, and real estate. Prior to joining Ananta, Sergei was one of the three executive team members at Sentient Investment Management, responsible for trading, operations, and data for the AI driven quant Hedge Fund. Before that, Sergei spent some time consulting for EY in the technology group, building direct trading, technology, and operations for the EM portion of Rock Creek Group, and was a Partner, Head of EEMEA Trading, and Head of Risk at Artha Capital Management, an EM Hedge Fund. Sergei holds an MBA from Columbia Business School and a BA from Syracuse University.

Sinead Colton Grant is Deputy Chief Investment Officer and Head of Equities for BNY Mellon Wealth Management.  She leads the Large Cap Equity investment group, the Equity Trading team and the Capital Markets Group.  Previously, she served as Head of Global Investment and Product Strategy at Mellon Investments, Managing Director of Multi-Asset Client Solutions at BlackRock, and held portfolio management roles at JP Morgan Asset Management and Lee Overlay Partners. Sinead earned an MSc in Finance from London Business School and a BBS in Finance from Dublin City University, Ireland.

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure.
Steve holds a B.S. in Economics from Rowan University.

Steve Locke is Chief Information Security Officer for Northern Trust. Reporting to the Chief Information Officer, his organization ensures the confidentiality, availability, integrity and resiliency of Northern Trust Information Technology. They accomplish this by effective implementation 1st line Technology Risk Management practices. Prior to joining Northern Trust in September of 1996, Steve was the head of corporate IT strategy at Baxter International, and a financial analyst at Time Warner Inc. Steve received a B.A. degree in information technology management from DePaul University.

As managing director of institutional relationships, Steven is responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Steve joined SEI in 2015 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Relationship Services. While at PCR he was responsible for ensuring client satisfaction as well as the development of existing business relationships with the firm's Private Bank, Registered Investment Advisor (RIA) and Family Office clients. Steve holds a Bachelor of Arts from the University of Albany and a Masters in Public Administration from John Jay College.

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset Management), Alliance and STEP (Society of Trust and Estate Practitioners). She is Chair of the Social Impact and Philanthropy Domain for The Ultra High Net Worth Institute and on the Advisory Board for Family Wealth Report as well as a judge for the Family Wealth Report Awards.

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Dr. Ulrike Hoffmann-Burchardi oversees a global equity portfolio inside Tudor's flagship client strategy. She is a member of Tudor's strategy committee and its quantitative investment committee. Her investment thesis is focused on innovation and digital transformation. Investing in companies that benefit from disruption, she makes substantial use of new data sources to understand market trends and technology adoption. Prior to managing her current fundamental equity portfolio for Tudor's flagship, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009.

Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.