Family Wealth Report Family Office Investment Forum 2026

Marcello Mastroianni is a Director and Senior Client Strategist within Global Family Office at BNY Wealth. Marcello delivers BNY’s dedicated family office solutions to ultra-high net worth families, single family, and multi-family offices across the firm. With nearly two decades of Wealth Management experience, he harnesses the broad capabilities of BNY to deliver a tailored white glove experience to our largest and most complex family office clients. Marcello provides the firm’s full set of commercial solutions to clients including global custody, investment management, institutional services, and private banking capabilities. Prior to joining BNY, Marcello held similar positions at Bank of America, Private Bank and Merrill Lynch. He earned his B.A. from Kean University.

Kevin Shea, CFA, is a Director and Senior Investment Analyst at BNY Wealth, covering the Technology sector while also contributing to the firm’s macro and policy research. With over two decades of investment experience, he combines sector-level expertise with a broader view of global economic and policy trends to inform investment strategy. Before joining BNY, Kevin held research roles at Voya Investment Management, Chartwell Investment Partners, and Empire Capital. He earned a B.S. in Finance from The Pennsylvania State University and is a Chartered Financial Analyst and a member of the CFA Society New York.

Tom is a visionary wealth manager, executive, and entrepreneur who has spent 30+ years building one of the country’s pre-eminent wealth management organizations, comprised of two independent RIAs, a multi-family office, multiple wealth management firms, various alternative investment funds, co-investment fund and other privileged investment initiatives. He focuses heavily on providing privileged access to institutional-caliber alternative investments, including pre-IPO direct/private investments. He has also combined his own passion as an avid collector with his financial expertise to help clients turn personal interests into powerful investments and recently started a Collector’s Network for TIGER 21. A member of the UHNW Institute, in 2025, Tom was named the InvestmentNews Advisor of the Year for Alternative Investments, and in 2024 Destiny Family Office was named a Family Wealth Report Awards Finalist. He speaks nationally and has been published in Family Wealth Report and other industry leading publications.

Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process.

Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes and alternative strategies.

He began his career at Goldman, Sachs & Co., where he worked for 15 years in New York and London, serving in multiple roles including overseeing private equity and private credit investments in the Merchant Banking Division across financial services, media, industrial and other sectors. Stuart has served on several public and private company boards.

Working extensively with ultra high net worth investors and advisors over the years, Stuart has learned that first understanding a client’s goals and values is critical to building a strong investment portfolio. It is a philosophy he embraces at Robertson Stephens as part of a fiduciary mindset defined by transparency, unbiased advice, and the freedom to pursue the best investment option for every client. His insights have been featured across media such as CNBC.com, Reuters, Business Insider, the Wall Street Journal, InvestmentNews, CIO Magazine, Barron’s and Bloomberg Asia.

Prior to joining Robertson Stephens, Stuart also served as:

• President and Founding Member responsible for establishment of The Heyman Enterprise LLC, a single family investment office
•  Managing Director and member of the Investment Committee of alternative asset management firm, Amber Capital LP

Stuart, who serves as Chair of the Investment Committee for Robertson Stephens, earned an MBA from Harvard Graduate School of Business and an AB from Dartmouth College where he graduated Phi Beta Kappa, magna cum laude. He also studied at the London School of Economics.

Ms. Lee is Co-Head of Private Credit and a member of the Investment Committee.  Prior to joining Brigade in 2022, Ms. Lee was the Co-Head of JPMorgan’s Leveraged Capital Markets Group.  At JPMorgan, Ms. Lee focused on the Healthcare, Automotive, and Consumer industries, and Financial Sponsor clients. Ms. Lee was also the Co-Head of JPMorgan’s US Debt Capital Markets Diversity, Equity and Inclusion Committee. Ms. Lee started her career at JPMorgan as an associate in the Healthcare Mergers and Advisory group in 1993. Ms. Lee received a BA in Biology and Art History from Amherst College and an MBA from the Yale School of Management.  Additionally, Jenny Is on the board of Stamford Health and the Mead Art Museum Advisory Board at Amherst College.

Michael Perez is a Managing Director at Stone Point and has been with the Firm since 2020. Previously, Mr. Perez was a Director & the Head of US Alternatives Sourcing in the Private Capital Markets Group at BlackRock, an Associate at Barclays and an Analyst at Lehman Brothers. Mr. Perez holds a B.A. from Middlebury College.

JanetLee Santiago joined DF Capital Management, LLC (DFC) in November 2022 as Managing Director & Head of Capital Markets, after a rewarding 13-year career at Deutsche Bank Securities Inc. (NYC) within the Financial Institutions Group of the Investment Banking Division. She has significant deal execution and origination experience both in the U.S. and Globally across products and sectors. While at Deutsche Bank she established a coverage segment with middle-market private equity firms focused on financial services. Over the course of her career, she covered transactions across numerous sectors such as Asset/Wealth Management, Banks, Insurance, Financial Technology and Specialty Finance including REITs and BDCs. She is a member of the New York Alternative Investment Roundtable and speaker in industry wide forums with global audiences including IvyFON’s NYC Family Office Outlook ─ Real Estate Panel, and the 11th Annual Stanford Family Office Investor Forum in conjunction with the Stanford University Research Initiative on Long-Term Investing in Palo Alto, CA, USA.

Mike Szymanski joined Aquiline in 2025 as a managing director on the firm’s credit team. Prior to joining the firm, he completed a Fellowship in the SEC’s Division of Investment Management as an industry specialist in private funds and structured products.  Prior to the SEC, he served in CFO, COO, and CEO roles in public and private fund management firms and capital markets firms, leading private debt, CLO, mortgage REIT, fund derivatives, and infrastructure teams. He started his career at Ernst & Young, and then worked for Lehman Brothers, Zurich Capital Markets, XE Capital Management, ZAIS Group, Fidelity Investments, and American Tripe I Partners.

Kelly Han is an investor at The Gate Technologies Capital, a New York–based direct tech secondaries firm, spun out of and anchored by a family office. Kelly holds a B.A. from the University of Chicago.

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.

Will Snape is a Co-Founder and the Head of Capital Formation at OPEN VC. In his current role, Will oversees the entire lifecycle of capital deployment, from deal origination to managing sophisticated relationships with General Partners (GPs) and portfolio company leadership. Prior to co-founding OPEN VC, Will spent his career in tech, most recently at Google and previously in a leadership capacity at a high-growth AI startup. Will holds a B.A. in Urban Studies and Formal Organizations from Trinity College-Hartford.

John Maniatis is a Managing Director Private Clients at Henley & Partners, based in New York City. He leads the firm’s US Northeastern region.

With more than a decade of experience, John is a trusted advisor to private clients across North America. He is recognized for his ability to simplify complex cross-border matters and deliver thoughtful, strategic guidance, with an approach grounded in deep industry knowledge, discretion, and long-term relationships. Originally from Montreal, John is trilingual in English, French, and Greek. He holds a bachelor’s degree in finance from the John Molson School of Business and has completed multiple industry certifications.

Elena Scemama is an attorney with a multidisciplinary background spanning M&A, commercial roles, and business litigation. She began her career at Ernst & Young on the M&A team in Tel Aviv, before moving into a commercial role leading enterprise accounts at a MedTech startup, and later working in business litigation in Miami. As part of the Private Clients team at Henley & Partners, she advises high net worth families on citizenship and residency planning, helping them structure jurisdictional diversification and wealth migration strategies within their broader wealth frameworks. Elena brings a distinctly international perspective, having lived in Paris, the Middle East, and Africa, and combines legal expertise with a strong commercial and client relationship mindset. Fluent in French, English, and Hebrew, she holds a Bachelor’s degree in Finance from Reichman University and a Juris Doctor (JD) from Cardozo School of Law in New York.

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.

Jack Kalavritinos is a Washington-DC based public affairs veteran having served at the White House and three different federal agencies. Jack and his team focus on advising companies and national trade association in the life sciences and infrastructure areas and he serves as a speaker for investor groups, trade association conferences and as a contributor on national and Washington-DC based cable and broadcast news programs. Jack has served on the Trump Administration Transition team in 2016-17 and as a senior official at U.S. HHS and at the U.S. Food and Drug Administration advising the HHS Secretary and FDA Commissioner. He founded the public affairs firm JK Strategies representing clients and two coalitions: the Washington Health Innovation Council and the Construction Leadership Council. Jack has strong relationships with the Trump 47 Administration throughout the government and in particular at HHS/FDA/CMS, various White House offices, the Veterans Administration, the Department of Labor and the State Department. Jack also served in the George W. Bush Administration working as a White House advisor at the Office of Management and Budget, US HHS and the UD Department of Labor. Jack previously served as head of government affairs for life sciences company Covidien/Medtronic representing their interest in Washington. Jack has spoken to business groups on numerous occasions and has frequently appeared on the air and in print on Fox News, NewsMaxTV, Fox 5 DC, RealClearPolitics, The Hill, Politico, Washington Examiner, The Australian on a range of issues and topics.

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.

Mr. Raso has over 30 years career experience working with institutional and private wealth investors to gain exposure to traditional, alternative and private market investment strategies. Mike has extensive experience with UHNW channel (family offices & RIAs) institutional, intermediary, relationship management and consultants for Alternatives & Private Markets (Private Equity, VC, Private Credit, Hedge Funds, Real Estate, Real Assets). He has a track record as a top performing, cross functional collaborator across Investment Specialist, Client Portfolio Manager and Business Development roles. As Co-Founder of Conduit, he partners to break barriers, problem solve and challenge the status quo to access private investments. We use a co-fiduciary mindset, alongside RIA, MFO, Bank Trust, Private Fund and OCIO firms to implement tech enabled solutions or a custom setup. Leading Conduit applies his business acumen developed through strategy, business development and relationship management roles. Prior to Conduit, Mike was a Director at WP Global Partners. WP Global focuses on backing enterprises that form the backbone of U.S. employment and economic growth. Their private market investment vehicles leverage a hybrid strategy of primary fund commitments, proactive direct investments, and selective secondary investments. Before joining WP Global, Mr. Raso was a Senior Investment Specialist for Private Markets and Hedge Funds at Aberdeen Standard Investments. Mr. Raso has also worked at large asset managers such as OppenheimerFunds and AllianceBernstein and at small boutique investment firms, including starting his own firm. These roles have included product and firm strategy, business development and relationship management. Mr. Raso has individually raised over $6 billion for investment strategies and transactions as well as led or participated in team business development efforts. Mr. Raso holds a B.S. in Economics/Finance from University of Scranton and an MBA in International Finance with a concentration in Public Relations from Fordham University. Mr. Raso is also a Chartered Alternative Investment Analyst and holds certificates from Family Firm Institute in Family Wealth Advising and Family Business Advising. Mike lives in Larchmont, NY with his wife Wendy and has two children.

Greg is a Principal of 61 Holdings, a family office with interests in real estate, manufacturing, telecom, entertainment, sports, hospitality, health, wellness, aerospace and defense. 61 Holdings provides additional support to its ultra‑high‑net‑worth families with advanced tax planning, strategic advisory, outsourced due diligence with a focus on long‑term wealth stewardship.

Lindsey Sichel is recognized for her work at the intersection of health, wealth, and legacy, advising ultra‑high‑net‑worth families on aligning capital with purpose and integrating wellness into long‑term stewardship frameworks. A frequent speaker on intergenerational wealth transfer, family office evolution, and holistic legacy design, she is known for bridging financial strategy with human and organizational wellbeing

Brian Delamarter holds a JD/MBA and began his career analyzing investment funds for a multi-family office before transitioning into mergers and acquisitions. Today, he leads investment initiatives across all asset classes, brokers transactions, and manages tax, legal, and advisory matters for multiple family offices, including his own. Brian enjoys spending time on his cattle ranch, playing golf, and exploring new countries.

Sydney is a Partner at Shakti VC, an early stage tech venture firm investing in outliers before it's obvious. At Shakti, Sydney focuses on the next generation of both founders and capital. She recently co-led a study on the evolving priorities of next-gen family office investors, holding conversations with 40+ current and emerging next-gen wealth allocators across the US,UK, & UAE. Before Shakti she interned at Morgan Stanley in their wealth management division overseeing portfolio allocation for family offices.

Sydney holds a B.A. from Colby College, where she was Captain of the tennis team and named NESCAC Sportswoman of the Year.

Chip is a serial entrepreneur and inherited part of a large family fortune at the age of 21, and has spent a lifetime examining the principles of wealth while building his own life outside of his family’s legacy.