Tenth Family Wealth Report Family Office Fintech Summit 2025

Nader Souri is the Global Head of Corporate & Digital Banking at BNY. In this role, Nader is responsible for delivering the firm to, and developing partnerships with, some of the world’s largest corporations, FinTechs, and Digital Asset firms. Under Nader’s leadership, the firm continues to be at the forefront of expanding relationships in the sector with a focus on delivering holistic, platform solutions, and ensuring the enduring success of Bank and FinTechs engagements. His expertise in liquidity and cash management, as well as capital markets, built on his nearly 17 years in a variety of roles at BNY across client coverage and operations, enables him and his team to meet the diverse client needs of this segment. He holds a Masters in Economic Development from SOAS University of London, and lives in Brooklyn, NY.

Muralidhran (Murali) Nadarajah is the Chief Information Officer at Eton Solutions, bringing over 30 years of global experience in system integration, digital transformation, and AI across the US, UK, and Asia. He has held leadership roles including CEO, CTO, and CIO at firms like HCL, BancTec, and DXC Technologies, and co-founded ventures such as Digité.

At Eton, Murali le the transformation of the AtlasFive platform into a secure, cloud-native solution tailored for a broader range of wealth owners. He expanded cybersecurity and AI capabilities, achieving ISO and SOC certifications while integrating LLMs, expert systems, and machine learning to enhance family office operations. A recognized innovator, he holds multiple patents in AI, including autonomous agents and intelligent OCR systems.

Jesse has eighteen years of experience in financial services. He was employed by the Ayco Company LP, beginning in 2007, holding the position of Vice President in the Family Office division at the time of his departure in 2017. Jesse earned his Juris Doctor, cum laude, from the University of Buffalo Law School in 2006, where he was selected as an editor of the Buffalo Law Review. He received his B.A. from the University of Rochester in 2003, where he played four years of varsity football. Jesse currently resides in Saratoga Springs with his wife and three children. Jesse is actively involved in various youth sports organizations as a volunteer coach and/or board member.

Muralidhran (Murali) Nadarajah is the Chief Information Officer at Eton Solutions, bringing over 30 years of global experience in system integration, digital transformation, and AI across the US, UK, and Asia. He has held leadership roles including CEO, CTO, and CIO at firms like HCL, BancTec, and DXC Technologies, and co-founded ventures such as Digité.

At Eton, Murali le the transformation of the AtlasFive platform into a secure, cloud-native solution tailored for a broader range of wealth owners. He expanded cybersecurity and AI capabilities, achieving ISO and SOC certifications while integrating LLMs, expert systems, and machine learning to enhance family office operations. A recognized innovator, he holds multiple patents in AI, including autonomous agents and intelligent OCR systems.

Dario Sarmiento is the Chief Information Officer at NKSFB, LLC, one of the largest business management firms in the entertainment industry. With over 20 years of experience in enterprise IT leadership, Dario oversees strategic technology initiatives that support the firm’s core service areas: tax, audit, business management, and recording artist services. He has led efforts in cybersecurity, cloud transformation, infrastructure modernization, and application development, all while aligning IT strategy with the firm’s high-touch client service model. Known for building collaborative, values-driven teams, Dario is passionate about using technology to solve complex business problems and improve the client experience. He frequently collaborates with C-suite peers and partners to drive innovation across disciplines. Dario holds a Master of Arts in Theological Studies and brings a people-first, purpose-driven mindset to leadership. Outside of work, he is an avid cyclist and mentor committed to investing in the next generation of professionals.

Aaron Olive has over 10 years of experience in public accounting, management consulting and fintech. He represents Eton Solutions as Vice President, Sales with previous positions within product management and implementation at the firm. In his role Aaron provides solution consulting to international family offices and institutions across the suite of Eton Solution’s products. Prior to joining Eton, Aaron started his career at PwC. He is a Certified Public Accountant. Rob holds an BS in Accounting from North Carolina State University and a MS in Accounting from the University of Virginia.

Jay McNamara joined Masttro as its new Chief Executive Officer in January 2025. Jay brings more than 25 years of experience in financial services and a track record of growth and innovation. Before joining Masttro, he was a member the Executive Committee at MSCI Inc., (NYSE: MSCI) where he led business, product, and commercial strategies for its Private Capital Solutions product line. Jay's leadership experience also includes roles as Head of Real Estate, Head of Americas Client Coverage, and Global Head of Asset Owners and Investment Consultant coverage. As President of Burgiss between 2020 and 2023, Jay drove the company’s expansion to over 1,000 clients across 40 countries, culminating in its acquisition by MSCI in 2023

Brianna Ferguson, Vice President at BNY, leads strategic partnerships focused on artificial intelligence and cybersecurity. Through BNY’s Ascent Program, Brianna collaborates closely with founders, product teams, and executive leadership to advance resilience, trust, and cutting-edge transformation across the enterprise. Over nearly a decade at the bank, she has played a pivotal role in positioning emerging technologies at the forefront of institutional innovation.

Alex is a cyber security veteran with over 25 years of experience in the technology industry creating market-leading cybersecurity products. As an engineer at Fortify Software, he helped develop one of the first commercially-available static analysis tools. After a successful acquisition, he served as Chief Software Architect at Alienvault, where he designed and developed flagship offering USM Anywhere, a groundbreaking, SaaS-based data collection, security analysis, and threat detection platform. Alex joined Krypowire as their CTO following Alienvault's successful acquisition by AT&T, where he created the vision and drove execution for their disruptive and unique Android and iOS BYOD Security platform. He joined as CTO at Hubble, a groundbreaking CASSM platform which was acquired by NetSPI.  As the holder of several patents in cyber technology, Alex has contributed to some of the most defining advances in the cyber security field and has been published in notable media such as Dark Reading and Forbes. Alex was born and educated in the UK, lived in France for some of his youth, but has called the USA home for over a decade.  In his spare time he enjoys programming, reading, cooking, krav maga, lifting weights and going on adventures with his wife and children.

Yash is part of the Executive Leadership Team at CalypsoAI. He is responsible for driving CalypsoAI’s business and financial scaling working with customers, partners and investors in the AI and Cybersecurity ecosystem. With extensive experience in Product, Platform, and Go-to-Market scaling, he previously defined UiPath’s Corporate Development playbook during its rapid growth as it evolved from a RPA product to an Automation platform. He also worked as an Equity Analyst at Credit Suisse.

As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector. Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms. His proven ability to combine strategic IT vision with outstanding customer service makes him a highly sought-after advisor.

Keegan Burke is a finance and technology executive with 15+ years of experience driving enterprise transformation and capital strategy. As Director of Sales – East at AgilLink, he partners with leading firms to deliver innovative fintech solutions that streamline operations and accelerate growth. Previously, he held senior roles at Rockwell Automation and PTC, where he led multi-million-dollar sales of Enterprise Software solutions. Keegan has built and scaled wealth management firms and co-founded a venture equity firm advising on capital structure, growth, and investment strategy across diverse industries.

Bradley Gold is an internationally-focused business and technology attorney with nearly 20 years of experience counseling and representing businesses like Salt Edge for growth in highly regulated industries.  As a former University of Texas business law and accounting faculty member and Entrepreneur-in-Residence at the Red McCombs School of Business, Bradley draws from a deep and diverse knowledge base to help clients solve problems and resolve disputes while promoting a business' underlying growth and success goals. Bradley is also a Convenor of ISO’s Consumer Policy Committee WG21, and an AI and Privacy expert with multiple committee roles in ISO/IEC JTC 1, including acting as a liaison with outside organizations such as the World Economic Forum.

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.

Driven by frustration with existing accounting software, Alex founded SumIt to simplify family office accounting. As a second-generation leader of his family's real estate ventures in France and China, he now dedicates himself to SumIt. Collaborating with 30+ family office advisors, he's tailored SumIt to meet the unique needs of the sector efficiently. Alex holds an MBA from Chicago Booth and a Master's from London Business School.

Wendy has spent her career focused on using, building, designing and integrating technology tools to solve business problems.  A 10-year stint at IBM afforded her the opportunity to acquire deep Design Thinking expertise and play an integral part of transformation within multiple functions and business units.  In 2021 she pivoted to focus on the Wealth Tech and Services industry first with ECI, an MSP of cloud, cybersecurity and digital transformation to Private Equity, Hedge Funds and Family Offices.  Then in a strategic role at Ledgex, a portfolio management and accounting solution for Family Offices.  Wendy now provides consulting services to a variety of stakeholders in the Wealth Management industry.

Nikhil is an Executive Vice President at Advyzon Institutional, responsible for driving solutions for family offices and UHNW wealth managers. Nikhil joined us from iCapital, an alternative investment platform that acquired Mirador. At Mirador, Nikhil served as Chief Product Officer, leading the tailored and integrated technology and operations platform for the wealth management industry. Previously Nikhil held the position of Director of Operations at Cresset where he worked across all aspects of technology initiatives and operations including supporting the existing platform as well as helping build and scale the wealth management business. Before that, he worked at Brown Advisory, an independent investment management and strategic advisory firm.

As a Vice President of Business Development, Rob consults with family offices & RIAs interested in using Auria. He was previously at Envestnet | Tamarac before joining Advyzon in 2021. Having spent almost 9 years in financial technology, Rob believes in a holistic and consultative approach when helping advisors run, operate, and scale their practice.

Tessa Benson is an Account Executive at BILL who works with our family office partners to elevate their bill pay process by eliminating manual work, centralizing accounts, and placing internal controls around disbursements.

Meagan is a Director in PwC’s Data, AI and Analytics practice based in New York City. She has spent the last 15 years at PwC supporting organizations as they leverage technology to transform their end to end processes. With the recent advancements in AI, Meagan spends her time helping her clients realize value through AI, including delivering bespoke use cases tailored to their unique data and sector challenges, designing data governance and integrity solutions to make better and more responsible use of the data they have, and analyzing current data sets with machine learning and AI tools to create insights for better business decision-making. Meagan graduated Summa Cum Laude from Emory University with a BA in Economics and has her MBA from Duke University with majors in Finance and Strategy.

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.

Kelly is a Director in PwC’s Digital Assurance & Transparency practice and Responsible AI group, where he helps clients define and implement their enterprise approaches to governing AI technology. He has more than a decade of experience at PwC, performing and leading engagements related to internal controls, enterprise risk management, and Responsible AI risk and control governance across a variety of industries. Most recently, Kelly has led the development of customized attestation products over AI systems as part of PwC’s Assurance for AI program to meet the needs of a variety of third-party stakeholders seeking trust over AI solutions. Kelly’s client work has included assessing, developing, and revising AI development practices to align with standardized risk-based practices and documentation requirements, enabling a streamlined path to deployment for Generative AI solutions. He has also established operating models for AI development and maintenance, including Responsible AI principles, risk taxonomy, intake and tiering methodologies, and defined roles and responsibilities across the AI lifecycle. In addition, Kelly developed a set of Responsible AI principles that served as the foundation for a client’s AI strategy, along with related policies, procedures, and standards aligned to the company’s AI risk appetite. Kelly is a Certified Public Accountant in New York.

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.

Driven by frustration with existing accounting software, Alex founded SumIt to simplify family office accounting. As a second-generation leader of his family's real estate ventures in France and China, he now dedicates himself to SumIt. Collaborating with 30+ family office advisors, he's tailored SumIt to meet the unique needs of the sector efficiently. Alex holds an MBA from Chicago Booth and a Master's from London Business School.

As Director of Strategic Alliances, Jack oversees Sage’s portfolio of system integrators, consultants, and technology advisory firms. With deep expertise in partner enablement and go-to-market strategy, Jack focuses on building and scaling relationships that drive joint revenue growth and deliver measurable value to customers.

An Industry Principal at Sage Intacct for 19 years with more than 30 years of experience providing business-driven consulting to prospects, as well as existing customers and business partners.  Highly knowledgeable about the unique nuances of financial solutions but also can navigate many facets of the customer cycle from pre-sales engineering support to solution qualification and execution, to solution architecture and post-sale solutions.

A Solution’s Consultant at Sage Intacct, Marie has significant experience in Audit, Accounting and business-driven consulting. With a focus in Family Office, Marie is highly knowledgeable about the unique nuances of financial solutions and what makes a successful ERP project. Marie is a valuable resource to our Family Office clients.

Gordon Coyle is the CEO  and third-generation owner of The Coyle Group, a national commercial insurance brokerage specializing in complex risk solutions for business owners, family offices, and high-net-worth enterprises.  With over forty years of experience advising companies across a wide range of industries, Godon is known for simplifying complicated insurance challenges and designing strategies that protect significant wealth and assets.  His mission is to give leaders confidence that their insurance programs are correct, comprehensive, and durable. https://thecoylegroup.com/

Jonathan Sheppard is a trusted advisor to law firms, accounting firms and corporations navigating the evolving demands of today's multigenerational workplace. As the architect of “The Generationality of Work,” a groundbreaking framework for aligning Boomers with vision, Gen Xers with ability, Millennials with potential, and Gen Zers with drive, Jon empowers firms to bridge communication gaps, enhance collaboration, and boost performance across all levels. With 4 decades of industry insight drawn from attorney and executive search for law firms and corporate clients and a reputation for practical, candid guidance, Jon leads keynote sessions, consulting engagements, and leadership briefings that translate generational understanding into measurable results for firms, companies and their clients.

As the CEO and Founder of Polaris Risk (polarisrsk.com), Steve Ward leverages over 30 years of experience to help clients address security vulnerabilities within the global business environment. He focuses on the evolving landscape of global threats—both physical and digital—providing expertise in security program assessments, design, and implementation. Steve leads the delivery of services spanning security consulting, executive protection, cyber advisory, intelligence services, and investigative programs. He works closely with multinational corporations, financial institutions, law firms, and small to mid-sized businesses that face threats to their people, assets, and brand. His areas of specialization include kidnap and ransom (K&R) consulting, digital extortion response, crisis management planning, and extractions from hostile environments.