Eleventh Family Wealth Report Family Office Investment Summit 2025

Belinda is a Senior Managing Director with the firm’s family enterprise advisory practice, which includes solutions for families, their family business and family office. She advises clients on family and business governance, succession planning, establishing family offices and private trust companies, and performing reviews of family offices and family trust companies to ensure they most effectively support the family and its’ desired legacy.

Belinda has over 30 years of experience as a consultant, multi-family office executive,  and investment professional. For the last 20 years, she has focused exclusively on advising and supporting wealthy families on issues of wealth transfer, governance, succession, investment policy, fiduciary considerations and philanthropic strategy. Prior to joining PwC, she was the Group Executive and National Practice Executive for Bank of America Private Bank’s (formerly U.S. Trust) family office and has  significant experience in the management of  family office and trust company functions including; fiduciary oversight and administration, investment strategy and oversight, philanthropic considerations, operations, and financial metrics.  Belinda is a frequent national speaker on a wide range of family business and family office topics.

She holds a Bachelor of Business Administration in Finance and Marketing from the University at Albany – SUNY.

Executive Education, Northwestern University Kellogg School of Management, Center for Family Enterprises.

Trevor is a Senior Associate in PwC’s Family Enterprises practice, where he advises enterprise families and family offices on strategic transformation across operations, governance, and technology. Drawing on his foundation in PwC’s Banking Transformation Advisory practice, Trevor brings experience working with leading financial institutions to optimize processes, controls, and data capabilities.

In his current role, Trevor focuses on helping family offices define and implement future-state operating models that support scalable, efficient, and modern infrastructures. His work spans technology strategy, governance frameworks, and vendor selection, leading platform evaluations and implementations across investment accounting, portfolio management, and general ledger environments. Trevor has supported multigenerational and single-family offices in modernizing their operating ecosystems, improving data integration, and enabling enhanced financial and investment reporting capabilities.

Trevor has completed executive education courses on family enterprises at the Center for Family Enterprises at the Kellogg School of Management at Northwestern University. He holds a Bachelor of Science in Business Administration with a concentration in Finance from King’s College.

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

Ida Liu was the former Global Head of Citi Private Bank and a member of Citi's Global Wealth Management Leadership team. She led the Private Banking activities in 52 offices across 22 countries delivering wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles.

Ida created Citi Private Bank’s North America Asian Clients Group, and she started her career at Citi by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank).

Ida has received many industry accolades including Barron’s 10 Most Influential Women in Wealth Management, Barron’s 100 Most Influential Women in U.S. Finance, Crain’s Notable Women on Wall Street and American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum, a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). Ida serves on the UCLA Health Advisory Board as well as the Asia Society Board.

Ida holds a BA with honors from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. She is fluent in Mandarin Chinese, Spanish and conversant in Russian.

Pete Bennitt is a finance executive with over 25 years of experience in capital markets and investment management. He is the Principal of PRB Advisory where he advises family offices, institutional investors and companies in accessing the private credit markets. Previously he held senior roles at Imperial Capital, Stifel and JP Morgan where he advised companies in raising debt and equity capital. He was also a Portfolio Manager at Callidus Capital, a fixed income asset management firm. He holds degrees from New York University (MBA), Lehigh University (BS/BA) and is a CFA charterholder.

Since 2017, Mrs. Champy has been investing in disruptive technologies on behalf of Atlas Holdings’ family office.  She supports its direct venture program and overseas its third-party fund portfolio.  Her responsibilities range from sourcing and evaluating opportunities to assessing potential synergies with Atlas Holdings’ industrial and manufacturing companies. Altas Holdings and its affiliates are a diversified group of 27 platform companies with over 57,000 associates globally and north of $10 billion of annual revenues. Before joining Atlas Innovate, Claire worked for reputable investors and financial institutions including Zurich Alternative Asset Management and J.P. Morgan Private Bank. Claire was educated in France where she earned a master’s degree in finance from EDHEC and moved to New York in 2005 to pursue a career in Asset Management.

Ira is a seasoned family office, finance, investment and restructuring professional. He currently serves on the Board of a bank he acquired for a significant family. He has been the Chairman of the Credit and Compliance Committees for over 11 years. In addition to the bank, Ira also acquired 11 operating companies for the family. He served as Chairman of five of those companies.

Ira also serves as an outsourced Chief Investment Officer for another very significant family working with the Principal and the G2 family members on their various venture investments, financings, businesses and careers. Ira also assisted another substantial family to start a new, direct private equity buyout firm. He has worked on over $20 billion of transactions and has been named one of the top advisors to family offices worldwide.

Ira has also assisted numerous families with underperforming and distressed portfolio companies and real estate. This includes a troubled hotel with a five tier capital structure and multiple guarantees, a public, oil and gas exploration and production company he took private, a substantial, over-levered, real estate portfolio, a fast growing healthcare company, a legacy company with a sunk $30 million investment, he advised to shut down, etc.

Prior to his work in the family office world, Ira served as Bankruptcy Court-appointed, Trustee of the $750 million Daewoo Estate. He led his own financial advisory boutique in over $5.5 billion of complex, US and international restructurings, turnarounds, transactions and situations. He was also a Workout Officer and Special Liaison to the M&A Group for distressed transactions at The Chase Manhattan Bank.

Maxime Seguineau is a financial entrepreneur and private investor with expertise across capital markets, technology, and alternative investments. He is Managing Partner at Raido Capital Partners, which he co-founded to back financial software and AI-enabled services firms with structured growth equity. Previously, he was Managing Director at Seaport Global, where he co-founded and led Axegine, an AI-driven systematic credit hedge fund. He also served as a credit Portfolio Manager at Millennium Management and was the CEO and founder of Antepo, a real-time collaboration startup he sold to Adobe. Maxime sits on the Board of Sterling Trading Technology, a global leader in trading infrastructure for equities markets. He holds degrees from University of Chicago (MBA), Bocconi University (MS), as well as Sciences Po (BS), and is a CAIA Charterholder.

Brian (he/him) supports the Potenza team in all aspects of deploying capital and executing its investment strategy. Prior to Potenza, he was most recently at Invictus Growth Partners, where he focused on growth and buyout transactions within software and tech enabled services. Previously, Brian was at 17Capital, where he provided growth capital and liquidity to sponsor backed businesses and managers across various industries. Brian started his career at Deutsche Bank and assisted in the execution of M&A transactions with a focus on technology, media, and telecom. He holds a BS in Economics from the University of Chicago.

Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early stage enterprise fintech fund. Prior to starting Altari Ventures, Anna was a B2B SaaS investor at Runway Venture Partners, a successful angel and a long-time Wall Street executive. Over the course of her 17 year banking career, Anna held senior investment banking and asset management roles at Merrill Lynch, Jefferies and JP Morgan. Anna has been actively engaged in the fintech ecosystem since 2013 and sees enormous and continued opportunity in backing companies modernizing financial services infrastructure, the functioning of the capital markets and institutional processes in financial services and other industries. Altari Ventures is bringing together and leveraging all of Anna's professional experiences, knowledge and networks to build and support a unique growth portfolio aligned with these views. Current fund portfolio includes: FinOptSys, Micruity,  TodayPay,  Identifee,  inbanx, Tradewell Technologies,  Kredit,  Cognicor,  Otonomi,  Legal Karma,  Sugarwork, Auditive among others. Notable pre-Altari investments include: Trumid (fintech unicorn), Liveoak Technologies (acquired by Docusign), HiFi (acquired by Block), YayPay (acquired by Quadient).

Jack is a Vice President in the Technology Solutions Group where he is responsible for coverage of the limited partner landscape for the firm’s propriety private markets analytics software and service. Prior to joining Hamilton Lane in 2021, Jack led Client Success efforts and sold into Strategic Accounts at BizEquity. Jack began his career as an Analyst at BlackRock.
Jack holds a B.S. in Finance and International Business from The Catholic University of America.

Kevin Watson is Head of Sales for Cobalt LP, Hamilton Lane’s propriety private markets analytics software and service. Kevin is responsible for leading the sales effort for the Cobalt LP platform and helping clients understand the importance of leveraging technology to manage their private market portfolios to be more efficient and make data-driven decisions.

Prior to joining Hamilton Lane, Kevin spent four years as Vice President and Head of Sales, North America for Colmore, a Preqin company. Previously, Kevin worked at Backstop Solutions, Investedge and Morgan Stanley Alternative Investment Partners across sales, relationship management and product management roles. Kevin started his career at Hamilton Lane working within the Client Service and Investment Operations teams.

Kevin received an M.B.A. in Finance and Strategic Management from Villanova University and a B.S. in Management from Providence College.

Peter is a Senior Manager with PwC's Family Enterprise Advisory Services practice based out of the New York office. He has over 10 years of experience in the Financial Services industry, predominantly in pricing and valuation control for hedge fund clients and alternative asset focused wealth managers. Since joining PwC, Peter has served multi-generational family offices and ultra-high-net-worth individuals on a wide range of engagements, focusing on initiatives including target operating model design, risk assessment, process automation, custom reporting, and technology implementation. Peter’s experience also includes working with leading retail banks, advising on operational risk management and control framework. Prior to joining PwC, Peter held positions at SS&C and Citco Fund Services where he specialized in pricing and valuation control over an extensive array of investment strategies and products including complex OTC derivatives. Responsibilities also included preparation and review of valuation transparency reporting for Investor Due Diligence requests, Board of Directors, and Valuation Committees. Peter holds a BA from Bard College and a MSc from The London School of Economics and Political Science; and has also completed executive education in family enterprises at Northwestern University’s Kellogg School of Management.

Kristin is a Director in the Asset Management Advisory practice. Kristin is focused on supporting Alternative Asset Managers navigate complex operational and technological transformations. Kristin’s expertise spans across strategy, development, operating model design, and implementation of new processes and technologies. She has led a number of key transformation programs across a diverse client base, including private mid-market firms, large multi-strategy public firms, and single- and multi-family offices.

Lauren is a Director within PwC’s Family Enterprise Advisory Services practice. She has over 13 years of experience serving family offices and asset managers within PwC. Lauren began her tenure in the Asset & Wealth Management Advisory practice, where she gained extensive consulting experience assisting asset managers in operational efficiency, organizational assessment, and large-scale technology transformation. In this role, she supported family office engagements focused on target operating model design across people, process, and technology. She has continued to specialize in delivering consulting services to family offices that align with their vision and legacy. Lauren advises family offices on their technology strategy, including vendor selection, system implementations, and optimization of reporting, accounting, and governance platforms to support scalability and long-term needs. She also partners with families on the setup of new family offices, guiding design across people, process, and infrastructure to establish sustainable foundations for growth and continuity. In addition to her consulting work, Lauren serves as a client relationship manager on PwC’s managed service, Wealth Compass, where she supports a large global multi-generational family with data aggregation and reporting across complex investment strategies. In this capacity, she oversees a client investment portfolio consisting of more than 150 private fund commitments on the LP side, managing fund processing and performance reporting to support decision-making across generations. Building on this blend of consulting and managed service experience, Lauren also serves as the AI Champion for her practice. In this role, she helps both family office clients and PwC teams explore practical ways to leverage AI. She guides strategy discussions, identifies opportunities, and helps stakeholders understand how emerging technologies can enhance efficiency, insight, and long-term value creation. Lauren holds a BS degree in Business Administration and Accounting from Hartwick College and a Certificate of Business from Ocean University of China.

Luis Nares is the Associate Director of Investor Relations at Hirshmark. He is responsible for raising capital for both the Fund and independent deals, as well as managing relationships with existing and prospective investors. Prior to joining Hirshmark, Mr. Nares served as Vice President of Investor Relations at Civitas Capital,
where he built relationships with investors, agents, and consultants across the U.S. and Latin America to raise capital for real estate private credit and private equity funds. Earlier in his career, he worked as an Asset Manager overseeing multifamily, office, and mixed-use assets valued at more than $300 million. Mr. Nares began his career as a Global Strategy Consultant at KPMG and later as an Associate at Morgan Stanley. Mr. Nares earned his MBA from Cornell University, his Master of Science in Finance from Georgetown University, and a Bachelor of Science in Business Administration, cum laude, from the Honors College at the University of South Carolina.

Igor Vaysberg serves as Managing Partner at Hirshmark. Mr. Vaysberg is responsible for the management of day-to-day business activities and oversees all transactions and operations, including asset management, legal affairs, investor relations and business development. Mr. Vaysberg has a strong background in real estate law and previously owned and managed a successful law firm. He also has significant experience in the public sector having served as an Administrative Law Judge in matters involving alleged violations of NYC laws and regulations and Counsel to a New York City Council Member. Mr. Vaysberg earned his Juris Doctorate, summa cum laude, from Touro Law Center and a Bachelor of Arts, magna cum laude, from Baruch College. Mr. Vaysberg is a member of the New York State Bar.

Neil is a trusted and respected figure in the Canadian financial services industry. With well over 50 years of experience, Neil has served as President of Fiera Private Wealth, as the company’s Executive Vice Chairman and a member of its Board of Directors. He was also President of YMG Private Wealth, Chairman of Nisker Associates and was a driving force behind Brown Baldwin Nisker Ltd for more than 25 years, before it was sold and became HSBC Securities in 1998. He is also well known for being one of three managers of Sir John Templeton’s personal global mutual fund, Best Investments International, having been selected by his mentor in 1990. Active in philanthropy, he’s acted as Co-Chair of the UJA Federation of Greater Toronto Annual Campaign, Co-Chair of the Baycrest Centre for Geriatric Care Campaign, Vice-Chair of Mount Sinai Hospital Foundation and Chair of its Investment Committee, Chair of the Jewish Foundation of Greater Toronto and Chair of its Investment Committee.

Dax Atkinson serves as Chief Investment Officer of Rockport Companies, where he draws on 25 years of experience investing across the capital structure with a strong emphasis on the oil and gas and industrial sectors. His expertise spans sourcing, structuring, and managing complex investments across private equity, distressed credit, and real assets. Dax has built a career leading high-impact investment strategies and advising companies through growth, transformation, and monetization. Dax served as Chief Financial Officer of Independence TX LLC, a family office with holdings in the energy services industry. There, he provided financial leadership across operating and investment platforms. Dax secured third-party capital to build out and support the energy services business and led the modernization of its finance and accounting functions. Before joining Independence TX, Dax spent over six years at Castlelake LP as Managing Director in the Special Situations Group, where he managed the firm's oil and gas portfolio. He deployed and actively managed close to $1 billion across platforms, including distressed asset acquisitions, recapitalizations, start-ups, and growth equity investments. His work included full-cycle investment responsibility—from origination through exit—and close collaboration with portfolio company leadership to improve operations and enhance capital efficiency. Earlier in his career, Dax held senior investment roles at CarVal Investors LLC and Deephaven Capital LLC, where he focused on distressed credit and special situations across multiple sectors, including oil and gas exploration, energy services and shipping. At CarVal, he co-developed and served as execution lead for a shipping investment platform in partnership with Cargill, Inc. Dax began his career in investment banking at Piper Jaffray, where he supported M&A and capital markets transactions for financial institutions. ax holds a Bachelor of Science with Distinction and Honors in Finance from Iowa State University and is a CFA charterholder. He has served on numerous corporate and nonprofit boards, including Orion Drilling, Diamond S Shipping, and Iowa Pacific Holdings. Dax lives in Independence, Minnesota with his wife of 25 years and their three children. Outside of work, the family is passionate about breeding, raising, and showing American Quarter Horses, actively participating in competitions nationwide and supporting youth involvement in the sport.

Peter’s passion lies in helping entrepreneurs and their families thrive both financially and personally. With over 40 years of experience, Peter has uncovered what keeps the rich, rich, and applies these insights to empower his clients with actionable strategies that yield measurable results. As a Yale graduate and former Senior Wealth Director at BNY Mellon, Peter provided comprehensive wealth coaching to clients with portfolios exceeding $2 billion in investments, achieving recognition as a top advisor in one of the world’s most prestigious financial institutions. His accolades include being the #1 Client Advisor for eight consecutive years and membership in BNY Mellon’s exclusive Platinum Circle and Chairman’s Council.

Peter’s ability to craft tailored solutions for high-profile celebrities, artists, and business owners highlights his expertise and adaptability. Beyond financial mastery, Peter brings a unique, holistic perspective by integrating fitness and wellness into his professional ethos, demonstrating how balance can drive long-term success. His dynamic speaking style and relatable insights make him a top choice for financial podcasts, live events, and media appearances that demand thought leadership and inspiration.

Michael Behrens is the Founder and CEO of MyRacehorse, the first SEC-qualified platform for micro-share thoroughbred ownership. A former CMO at Casper, he launched MyRacehorse in 2018, growing it to 50,000+ active owners and a $7M capital raise. Under his leadership, 5,300+ investors celebrated Authentic’s 2020 Kentucky Derby win, proving fractional ownership can democratize elite racing and beyond.

Stephen Szypulski held executive roles at Goldman Sachs and the Bank of New York. He advises on business strategy, investor platforms, and alternative investments, with a focus on private capital across the cultural landscape. He's based in New York.

Dr. Rob Freishtat is a highly regarded physician-executive known for his impact on biotechnology ventures, clinical medicine, and international healthcare initiatives. With a professional history spanning over two decades, Dr. Freishtat has consistently demonstrated his ability to lead high-stakes organizational transformations, drive clinical solutions to the marketplace, and forge strategic global partnerships. As Co-Founder and President of Uncommon Cures, a role he completed in 2025, he revolutionized rare disease clinical trials with innovative models that accelerated trial timelines and slashed costs. Prior to founding Uncommon Cures, Dr. Freishtat was a successful NIH-funded physician-scientist for over 20 years and served in a variety of clinical and research leadership roles. His impact extends to philanthropy, establishing a premier pediatric medical program in Haiti. Dr. Freishtat's business focus is on innovation, strategic growth, and operational excellence.

Casey McPherson is an accomplished drug developer, entrepreneur and singer-songwriter based in Austin, Texas. Known for his two #10 US hits, he shifted his focus to rare genetic disease drug development after his daughter Rose was diagnosed with a rare genetic condition. In 2020, he founded the To Cure A Rose Foundation and later founded RareLabs, a lab dedicated to developing pre-clinical treatments for rare diseases with 20 programs in the pipeline, and 8 new treatments discovered. In 2023, he launched AlphaRose Therapeutics with ex-Genzyme executives as a platform to commercialize rare genetic disease therapeutics at scale. Casey continues to build solutions for precision medicine while enjoying life with his two daughters.

Bibhash is an investment fund manager, investor, company builder and board member with almost 2 decades of experience in biotech. He is the CEO of Sapient Biotech, which is currently building a sector-specialized investment fund that invests exclusively in biotech companies, both private and small-cap public, with a fundamental, bottom-up, absolute-return strategy. It is also building a fund focused on rare diseases with a double bottom-line mandate for return on mission and return on investment. Through DW Wealth Management, he also advises various Family Offices and Disease foundations on investing in the healthcare sector. Previously, he was a co-founder and GP in Sound Bioventures and an investor with the biotech practice of a large, diversified venture fund, NEA. Prior to that he has operating experience in business development, portfolio management and corporate strategy functions at both AstraZeneca and Johnson & Johnson. He has led, managed and exited multiple private and public biotech investments, participated in multiple major in-licensing, divestiture and acquisitions and cross-border Europe / US deals and has had advisory roles in several life science incubators and healthcare delivery non-profits. His education spans 3 continents culminating with a PhD in the biology of retinal degeneration from Baylor College of Medicine.

Sam Jacobs is a trusted advisor with over 30 years of experience in delivering innovative solutions to affluent individuals, families, family offices, institutions, and their advisors. Leveraging his unique expertise in legal, tax, financial, and risk management, Sam specializes in addressing complex planning challenges and creating strategies that drive impactful results. Whether optimizing tax efficiency, facilitating generational wealth transfer, or aligning financial plans with philanthropic goals, he consistently delivers tailored solutions. Leading a global practice that spans five continents, Sam focuses on designing, procuring, and implementing life insurance and annuity solutions that align with clients' unique needs. His expertise extends to customized private placement life insurance (PPLI) and private placement variable annuities (PPVA), offering sophisticated tools for wealth preservation and growth. Sam is also highly sought after by family offices, UNHW families, law firms and institutional advisors for his ability to collaborate with insurance companies in developing proprietary insurance and annuity products designed to address specific client requirements. Prior to joining Gallagher, Sam was the founder of Manor House Capital, a boutique insurance advisory firm. There, he worked closely with clients and advisors to provide specialized life insurance strategies, addressing complex financial challenges and helping to secure lasting financial legacies. A recognized authority in his field, Sam is a frequent speaker and published author on the technical integration of life insurance solutions into complex financial plans. He is a graduate of Cornell University and the University of Baltimore School of Law, and he earned his LL.M. in Taxation from the NYU School of Law. Sam also holds multiple life insurance licenses and FINRA certifications, including Series 6, 7, 63, 65, 24, 28, and SIE licenses.

Andrea Dykes is the Managing Partner of Howard Insurance, where she guides the firm’s strategic direction and client engagement initiatives. She specializes in delivering tailored insurance solutions that support complex wealth transfer, estate planning, and business succession strategies for ultra-high-net-worth individuals and family enterprises. Her expertise lies in the sophisticated application of insurance within multigenerational planning frameworks, including trust-owned life insurance, executive benefit programs, and risk management for privately held businesses. Her thought leadership has been featured in national publications including the Investments and Wealth Institute, Wealth Management’s Trusts & Estates, Probate & Property, the American Bar Association, and Leimberg Information Services. A recognized leader in the insurance and financial planning profession, Andrea has received numerous honors, including being named a Top Financial Advisor and inducted into the Top Advisor Hall of Fame by Washingtonian Magazine. She is also the recipient of the inaugural AALU Transformer Award, recognizing her efforts to advance the profession through leadership, diversity, and community impact. Andrea serves as a trustee of the National Children’s Museum and on the board of Nourish Now. She is a member of Finseca and the DC Estate Planning Council, a graduate of Leadership Greater Washington, and a former board director of the Washington Area Women’s Foundation. She earned a degree in Business Administration with concentrations in Finance and Economics from the University of Delaware and holds the Certified Financial Planner™ (CFP®) designation.

Lisa McCurdy is the Founder and Managing Partner of The Wealth Counselor, LLC, and Founder and CEO of Defining Legacy Group, LLC. For nearly three decades, she has advised high-net-worth families on the complex intersection of wealth, family dynamics, and legacy. Through her Legacy on Purpose® philosophy and LegacyMakers™ experiential rendering, Lisa has redefined what it means to plan for the future, pioneering a practical framework that helps families articulate their values, align across generations, and live their legacies with clarity and confidence.

William Parizeau is the CEO of the Matthew Pritzker Company, LLC, a Chicago-based Single Family Office. He has been active in the family office space for over 15 years. He works at the intersection of legal strategy, operational leadership, and multigenerational wealth management for ultra-high-net-worth families. His background spans trusts and estates law, family office services, and hands-on leadership of single family offices. He has advised families on complex estate planning and structuring, led business units delivering bespoke solutions to UHNW clients, and overseen all aspects of family office operations—from investments and governance to succession planning and next-gen engagement.

Jen Richardson is the founder of Richardson Leadership Solutions, where she serves as an advisor to family offices, family enterprises, and leaders navigating complexity and executive and next-generation coach. With expertise in governance, succession, and family dynamics, Jen helps clients strengthen leadership, improve communication, and build sustainable, multi-generational legacies. Previously, she built and led the Forge Community, a trusted network of over 1,900 family offices. At Forge, she designed immersive in-person gatherings and fostered meaningful engagement, while also creating a dynamic digital platform for connection, peer exchange, best practices, and innovation.  Her career includes leadership roles in consulting, business strategy, and technology with firms such as Hewlett Packard, WebMD, and Carlson, and she is a Certified Professional Coach (iPEC).

Beyond her professional work, Jen is a passionate advocate for the special needs community and serves as President of the Board for the Miracle League North Bay, where she spearheaded the development and fundraising of a $2.5M adaptive ballfield and playground. She is also an avid artist, real estate enthusiast, and lifelong learner who finds joy in bringing people together, facilitating meaningful conversations, and exploring new ideas.