Family Wealth Report Family Office Cybersecurity & AI Summit 2024

Chris Wake is the Founder of Atypical, an early stage venture fund investing in plausible science fiction. He brings two decades of experience as an operator to his investing, including work on both hardware and software in the fields of aerospace, AI, and cybersecurity. Chris was a co-author on Commercial Space Systems Security Guidelines, and he has advised and invested in a number of foundational security and AI ventures. For instance, he has invested in AI infrastructure, supercomputing, AI semiconductors, xIOT security, continuous authentication, trust infrastructure for payments, and search rebuilt for AI. Two noteworthy investments for the Summit audience include: BKLN and Norm, each of which serve major asset managers.

Kate Norris is a recognized industry expert, having served hundreds of family offices and wealth advisory firms for over 25 years working on the broker, carrier, wealth advisory and consultancy sides. Kate founded Atténuer Risk in 2021 and serves her clients as a fee-only risk and resiliency consultant. Kate maintains her insurance licensing and graduated from the University of Kansas. She serves on the Advisory Board of the Council for Insuring Private Clients & High Net-Worth Individuals and is a faculty member for the National Alliance–CPRM designation.

Lisa Gelles serves as Executive Director in the Private Client Group at Howard Insurance. In her role, Lisa sits at the helm of the firm’s family office practice, working closely with each family and their advisors to provide a consolidated approach to complex risk issues. Under her guidance, the team designs and implements sophisticated insurance portfolios. Lisa has extensive risk management and specialized insurance expertise surrounding high value collections and real estate on a national and international basis. Her attention to detail and the discretion with which she operates makes her sought after by families that appreciate privacy. Lisa brings over 20 years of experience across the insurance industry. She has held leadership positions at two prominent high-net-worth insurance companies. In addition, Lisa holds the Associate in Reinsurance (ARe) designation and spent over 6 years as a treaty reinsurance broker. Lisa is recognized as a Top Financial Advisor by Washingtonian Magazine.

Tom Aldrich joined 360 Privacy in 2022 after having worked at Goldman Sachs as a private wealth advisor. He came to Goldman from the US Army, where he served as a Green Beret and functioned as both a communications and intelligence subject matter expert. He deployed overseas four times, where he was responsible for tactical and strategic targeting, intelligence, and digital exploitation. Tom is a Certified Ethical Hacker and obtained his CIPP/US certification from the International Association of Privacy Professionals.

Mykolas Rambus is the CEO and Co-Founder of Hush, the AI cybersecurity and privacy platform for companies and their employees. Before Hush, Mykolas was an executive at the credit bureau and data broker Equifax, co-founded Wealth-X, the world’s largest database of information on wealthy people, and led information technology at Forbes Magazine and the real estate firm W.P. Carey. He’s an award-winning technologist, having begun his career launching a tech startup from his dorm room at MIT.

Gilad, an Investment Director at Yemin Family Office, specializes in nurturing mid-early
stage cybersecurity, Fintech, Agri&food startups. Previously at PwC, he served as a Senior Manager and OT Security Specialist, empowering governments and organizations to safeguard critical infrastructures. With over 17 years at the Israel Security Agency, he cultivated unparalleled experience in defensive and offensive cyber operations. As the Cyber Division Team Leader, Gilad managed elite cybersecurity teams, spearheading the identification and analysis of cyber events for the Department of Cyberwar Risk Management at the Israeli National Information Security Agency (NISA).

Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.​

Prior to joining PwC Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.​

Danielle graduated summa cum laude from Augustana College. She is a licensed CPA and an Elijah Watt Sells award recipient.

John is a Principal within PwC’s Cyber Practice, focusing on threats prevention and remediation. With over 27 years of experience in federal law enforcement, national security, and cyber operations, he has a unique perspective on cyber security and risk. John served in the FBI for over 20 years, leading investigations worldwide in areas such as cyber, fraud, terrorism, and violent crimes. As Deputy Assistant Director, he oversaw the federal response to notable cyber attacks and advised the White House and National Security Council on cyber-related issues. John also led the National Cyber Investigative Joint Task Force, focusing on national security investigations and cyber security for critical infrastructure. As Assistant Director, John was responsible for all FBI operations overseas including the safety and security of personnel and their families around the world.

William Roberts is a co-chair of the Data Privacy, Protection and Litigation practice. He focuses his practice on advising businesses, family offices, and high net worth individuals on protecting their privacy, complying with relevant law, and responding to data breaches and government investigations. He has received numerous accolades for this work advising family offices across the country on data privacy and cybersecurity matters.

Andrew has been in the financial services industry for over 17 years.  He has worked with many individual clients on their goals.  A Graduate of Ohio Northern University and Indiana University of Pennsylvania. He also served as Executive Vice President of TAG Advisors, a National Firm with over 300 independent Financial Advisors.

Tim Schnurr, CRISC, CFA is a founding partner at Inquisitive IT, a company that is striving to protect retirees with cyber awareness and managed devices.  Previously Tim co-founded FortMesa, a governance, risk, compliance (GRC) and vulnerability management workflow platform. Tim had a long career at Deloitte in cybersecurity, product development, and data analytics. Tim also spent some time at MIT in a Deloitte collaboration to scout, validate, and commercialize new technologies. Tim frequently speaks about insider threat and the nexus of cybersecurity and intellectual property (IP) protection.

Ileana van der Linde is an Executive Director in J.P. Morgan Asset & Wealth Management (AWM). As Head of Cyber Advisory, Ileana educates clients and employees globally on how to better protect themselves, their families, and their businesses from increasing cybersecurity threats. Ileana and her team develop timely cybersecurity educational materials on various topics to help address the needs of wealthy individuals, family offices, businesses and other centers of influence, so they are better prepared to deal with the reality of cyber threats. She works closely with her colleagues in cyber, fraud prevention, and technology to understand the latest threats, and solutions to mitigate them. Ileana came to J.P. Morgan with extensive experience in wealth management and technology, having worked on numerous cyber and technology initiatives that impacted High Net Worth and Ultra-High Net Worth clients and their advisors. Throughout Ileana’s career of 20+ years, she has always sought to make technology solutions easier to understand for a lay person. Prior to J.P. Morgan, Ileana worked for Morgan Stanley and Citigroup Private Bank. Prior to a career in financial services, Ileana worked for Hewlett-Packard in Europe. Ileana has a Bachelors degree from Georgetown University, an MBA from Columbia Business School, and a Masters in Cybersecurity from Fordham University, a DoD Center of Excellence. Ileana is also on Tulane University’s Cyber Program Advisory Board, and its Women in Technology Mentoring Program

Dale Buckner is the CEO and President of Global Guardian, LLC. He has been leading Global Guardian since its inception in March 2012 and is directly responsible for the day-to-day operations and its growth. He is a decorated Combat-Commander with multiple combat tours and classified operations in Iraq, Afghanistan, Colombia, Haiti and Cuba and executed deployments to Russia, El Salvador, Honduras, Chile, Panama, Kuwait, and Qatar. Dale served in the United States Army Infantry (9 years), Military Intelligence (2 years), and Special Forces Green Berets (13 years). He commanded 5 organizations including an Infantry Reconnaissance Platoon, Special Forces Scuba Team, Special Force Counter-Terrorism Team, a Special Forces Counter-Terrorism Task Force, and a Special Troops Battalion. Dale has Bachelor’s Degrees in Criminal Justice and Business, Master’s Degrees in Public Administration and Business Administration, a Masters Certificate in Strategic Leadership from Cornell and was a Senior Fellow at the Tufts University School of Law and Diplomacy. Dale earned a total of 27 awards and decorations highlighted by his combat Bronze Star Medal and Defense Meritorious Service Medal. He is a thought leader in the industry with recent features in CNN, Politico, NPR, The Hill, Bloomberg, Forbes, and other major media outlets.