Family Wealth Report Awards 2017

Patti Boyle

Entrepreneur, Educator, Consultant

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.

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family office executives on how to grow and govern their single-family office. Jon has extensive experience advising families on the set-up and structure of their family office, strategic planning and implementation, leading practices, business and operational risk assess¬ment, and family office systems and technology search, selection, implementation and integration. Jon has over 26 years experience serving UHNW families, including seven years working in a family office as chief operating officer. Before joining Ernst & Young, Jon was president and CEO of Family Office Metrics.

Mary K Duke

Independent Advisor to Families

Mary Duke is an internationally recognized advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, mentoring, education and strategic planning and governance for family businesses, their private trust companies and family offices. She is known for her deep expertise in generational transition in family enterprises and the impact of trusts on families. An attorney trained in family systems and dispute resolution, she has an excellent track record helping family members collaborate more effectively. Previously, Mary headed two private family offices, spearheaded a leading bank’s award-winning global family wealth platform, and has served tours of duty in both private client law and business consulting.

Joseph Feloney

Vice President and National Sales Manager

Columbia Threadneedle Asset Management

Joe Feloney is a vice president and national sales manager for the private client advisory, investment – only and sub-advised divisions for Columbia Threadneedle Investments. In his role, Mr. Feloney is responsible for sales and distribution efforts through fiduciary channels including registered investment advisors, private banks, defined contribution plans and insurance.

Previously, he was responsible for offshore activities in Europe and Japan. In addition to a variety of business development and relationship management roles, Mr. Feloney has held senior-level financial and operational roles, including interim chief financial officer for one of the Columbia Threadneedle Investments legacy firms, which he joined in 1987.

Daniel Goldstein

Chief Investment Officer

A Private Investment Trust

Daniel Goldstein has been advising UHNW families, their entities and private trusts on direct deals, liquid investments, business strategy, structuring, real estate, family dynamics and philanthropy since 1994. His experience spans several continents, many jurisdictions and multiple languages in his roles as CEO, CIO and board director.  For 15 years he was director of a European global SFO. Previously, he was the investment analyst on a two-person team managing a $1.25 billion portfolio for a US family foundation.  Daniel is a frequent speaker at family office conferences and has presented in, chaired, and moderated over 100 events on five continents.

Judy Green

President

Family Firm Institute

Judy Green, Ph.D., is the president of the Family Firm Institute (FFI), a worldwide as­sociation of individuals and organizations whose mission is to be the most influential global network of thought-leaders in the field of family enterprise. FFI provides research-based learning and relevant tools for advisors and consultants, academics and family enterprise members.

A frequent commentator on the family enterprise field, she is co-author of Family Enterprise: Understanding Families in Business and Families of Wealth, a member of the research applied board for Family Business Review and the academic advisory board of the Instituto de la Empresa Familiar in Spain. She is a recipient of the FFI Barbara Hollander Award and the FFI International Award.

Thomas J Handler

Chairman, Advanced Planning and Family Office Group

Handler Thayer

Tom Handler is an advanced planning attorney focused on tax, business and estate planning for affluent families, family businesses and family offices. He is a managing partner in Handler Thayer and chairs the firm’s advanced planning & family office practice group. Tom has been named to numerous lists of top attorneys including: top fifteen wealth planners in the U.S, Top 100 lawyers in the U.S., Leading Lawyers, Lawyers of Distinction and Who’s Who in American Law. He was named U.S. Private Client Lawyer of the Year in 2017, won the U.S. Excellence in Estate Planning Award in 2016 and was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year, and received the Michael J. Brink Wealth Industry Leadership and Service Award in 2015.

Dr. Stephen M Horan

Managing Director

CFA Institute

Dr. Stephen M. Horan is managing director at CFA Institute. With over 25 years of experience as a practitioner, educator, and thought leader, Stephen has authored or co-authored dozens of articles and books (including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets), received numerous research grants, and been awarded various honors, including the prestigious 2012 Graham and Dodd Readers’ Choice Award.

Stephen’s industry experience includes serving as an expert witness in securities litigation, work as a forensic economist in private practice preparing economic impact studies, and as a principal of a financial advisory firm, and as a financial analyst.

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O'Connor Davies Family Office

Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice.  She is also managing director of PKF Funds and Family Office, headquartered in London. Gemma has spent over 30 years working with high profile and ultra-high-net-worth individuals, multi-generational families and family offices. Gemma and her team provide comprehensive financial management and CFO services, accounting and reporting, family investment administration services, tax planning and compliance, lifestyle and transactional support and family advisory services.   Before joining the firm, Gemma was the Chief Financial Officer of a private family office and investment firm and a Partner in a New York City CPA firm and led their Family Office and Business Management Division.

Thomas R Livergood

Founder and CEO

The Family Wealth Alliance & Bespoke: The Private Family Advocate

Tom Livergood is founder & CEO of The Family Wealth Alliance, a research and consulting firm based in Chicago, Illinois, USA. Tom and the firm have been recognized as an innovative leader in the North American family wealth space via numerous awards, he has consistently been quoted in many leading publications and is often asked to speak as well as to write book reviews for leading authors. More recently, Tom created a new spin-off company, Bespoke: The Private Family Advocate.

Prior to founding The Alliance in 2003, Tom was a director at Family Office Exchange during the early 2000s, a vice president at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s.

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

James “Jamie” McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices, in 2010.  He is a co-founder of The UHNW Institute, an independent “think tank” directed at the needs of ultra-high-net-worth families and their advisors.  Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Associa¬tion, 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, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the advisory board.

April Rudin

Founder and President

The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes to Capgemini’s World Wealth Report, produces the CFA Institute’s annual U.S. outlook, and often speaks about wealth, next-gen, and fintech. She’s been published extensively and judges the Family Wealth Report’s annual Wealth Management Industry Awards and is a member of their advisory board. Her two sons say she has always been an “influencer”.

Sigrid Seibold

Principal Capital Markets

KPMG

Sigrid Seibold is advisory lead partner for one of the firms largest clients. She has specialized on technology topics and has been working for the past 25 years with financial institutions across the world. Prior to KPMG, Sigrid was the global digital lead for Accenture’s capital markets clients, focusing on emerging technologies and FinTech. Moving from Germany to Singapore in 2010, Sigrid assumed responsibility for Accenture’s ASEAN capital markets activities with a special focus on wealth management. Her previous experience includes a decade in IBM’s consulting division across capital markets topics and working for Deutsche Bank as FX-trader.

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

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.

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.