Tenth Family Wealth Report Family Office Investment Summit 2024

Dr. Anthony D’Ambrosio, MD, MBA, is a leading neurosurgeon and the President and CEO of Neurosurgeons of New Jersey, with a distinguished career dedicated to advancing healthcare and clinical practice. He is skilled in healthcare management, clinical research, medical education, and advanced surgical procedures. Dr. D’Ambrosio earned his MD from Vanderbilt University School of Medicine, completed his residency at Columbia Medical, and holds an MBA in Entrepreneurial and Business Operations from UNC Kenan-Flagler Business School. His blend of medical and business expertise uniquely positions him as a forward-thinking leader in neurosurgery and healthcare services.

Lorna is an integral member of Trove’s tax team, where she assists high-net-worth individuals and their families with strategic tax planning, compliance, and reporting. She brings extensive audit and tax experience from her time at KPMG, including a focus on international tax during her years in London. Lorna later expanded her expertise in trust and estate matters, allowing her to navigate the complex tax landscape that affects family interests. Every client at Trove is unique and she is committed to advocating for each family to ensure they make informed decisions to meet their long-term goals.

Diane Sirakovsky is the Co-Founder of TrustHouse and a highly experienced PMHNP with over 27 years in clinical nursing. Her career spans New York Presbyterian Hospital, Nyack Montefiore, and NY Cornell, with expertise across medical-surgical, ICU, homecare, addiction medicine, and psychiatry. Diane also brings a wealth of experience in marketing, recruiting, and ongoing education for home health aides, making her a trusted leader in patient-centered care.

Michael J. Greenberg is an attorney in Estate Planning and Elder Law. After his father’s early-onset Alzheimer’s diagnosis, Michael transitioned to this field, bringing firsthand empathy to his clients. He guides families through complex planning, including business succession, sophisticated trusts, and tax planning. Micheal serves clients in NY, NJ, CT, and FL. AND he is also chairs the Legal Committee for NYC's Alzheimer’s Association, providing public education on legal and care planning.

Antoine W. Bastian is a founder and principal of Genesis Fund Services Limited (“Genesis”), a licensed Unrestricted Investment Fund Administrator in The Bahamas; Antoine has served as the Executive Chairman and CEO since 2004. Prior to Genesis, Antoine served on the Board of Directors of The Private Trust Corporation Limited, and as Director of its Fund Services Department. He was also the Manager of St. Matthew Investment Fund Accounting Limited,, which was associated with the accounting firm Liccar & Co, based in Chicago, Illinois. Antoine previously served as the Deputy Chairman of the Bahamas Financial Services Board and is also a Director of The Nassau Cruise Port, Carbon Management Limited and The Yes Foundation.

Dr Iyandra Smith Bryan ("Dr Bryan"), is the Chief Operating Officer of Quantfury Trading Limited (Nassau, The Bahamas), a dynamic fintech disruptive brokerage whose mission is to promote honesty, integrity, and transparency in trading. Prior to this role, she practiced commercial law at leading law firms in The Baham as, Miami, and the Cayman Islands, acted as a Chief Operating Officer of the Cayman Islands Branch of a leading Swiss financial institution, and as Managing Director of the Bahamas Branch of a global fiduciary services company. She is admitted to practice law in the State of Florida and the Commonwealth of The Bahamas. She has been appointed to numerous Bahamian governmental committees, including the National Risk Assessment Task Force and the Bahamian Government’s Advisory Committee on International Tax Initiatives.

Mrs. Niekia Horton is the CEO and Executive Director of The Bahamas Financial Services Board an association dedicated to promoting the financial services industry of The Bahamas. Prior to her role with the Board, Mrs. Horton served as both Director and Deputy Chairperson of the Association of International Banks and Trust Companies. She has held senior executive roles, including C-suite positions, at one of the world’s most prestigious and long-standing private banks, establishing a proven track record of leadership excellence. Additionally, Mrs. Horton has served as a director for multiple investment and trust companies, where she led the development and execution of comprehensive corporate governance frameworks and oversaw operations across a variety of international jurisdictions.

Cori Rodda, CPA, is the Founder & Principal of FWO Accounting, specializing in fund accounting for family wealth offices, hedge funds, and private equity firms. With a CPA and degrees from Indiana University’s Kelley School of Business, Cori began her career with PWC in investment partnership audits before joining SEI Family Office Services, where she led outsource accounting teams and implemented process improvements using her Six Sigma expertise. Since founding FWO in 2019, Cori’s commitment to clarity and client success has earned her and FWO finalist positions in the 2024 Women in Wealth and Accountancy Advisory awards, underscoring her dedication to client-focused service.

Everett is responsible for providing comprehensive wealth management advice to ultra-high-net-worth individuals and families, family offices and foundations and endowments throughout the United States and internationally. Everett has worked in investments and wealth management for nearly 20 years and has been with Wilmington Trust since 2014. He holds an MBA from Cornell University and a bachelor’s degree from Lehigh University with a double major in finance and accounting. He is a CFA® charterholder and a member of the New York Society of Securities Analysts. Everett is a recipient of the Wilmington Trust Chairman’s Club award.

Ash is a senior equity portfolio manager with extensive knowledge of quantitative research and portfolio management of U.S. and global equities. His experience with managing quantitative equity portfolios serves him well in his current role. Ash is also a key contributor to the firm's asset allocation factor framework.  Ash holds a bachelor’s degree in mathematics from the University of Waterloo in Waterloo, Ontario, and a master’s of mathematical finance from the University of Toronto. He earned the Chartered Financial Analyst® designation in 2010 and is a member of the CFA Society New York.

Patrick Kennedy is a founding partner of All Source Investment Management, an independent investment management firm serving accredited investors nationally with a focus on mitigating risk and generated returns that are less correlated to traditional markets.  Prior to founding All Source Investment Management, he headed a private wealth management practice at Morgan Stanley working with high net worth clients holding the title of Director of Alternative Investments.  From 2010-2015, he held various leadership roles at Cigna Healthcare and Travelers including Director of Account Management.  He holds a MS in Banking and Financial Services from Boston University.

Daniel Scansaroli is a Managing Director at UBS Global Wealth Management. As Head, Portfolio Strategy in the Chief Investment Office, Dan leads research and advises individuals, family offices, and institutions on investment strategy and tailored asset allocation with a focus on alternative investing strategies. His career spans over 20 years managing portfolios and advising UHNW families and institutions. At BlueMountain Capital Management, he was Head of Portfolio Construction, leading capital allocation and hedging strategies for the firm’s flagship multi-strategy funds. At J.P. Morgan Private Bank, Dan led Quantitative Research & Strategy in the Chief Investment Office, specialized in multi-asset strategies for UHNW families and managing the firm’s model portfolios. Dan has also served as an investment strategist at Lehigh University’s $1B+ Endowment. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering and serves on their Industry Advisory Council.

Alex Goodwin is co-founder and CEO of Bridge.  Before founding Bridge, Alex was an investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer portfolio company. Alex holds degrees from the University of Michigan, Ross and Harvard Business School (Baker Scholar).

Ayo Ekhator is co-founder and COO of Bridge. Before founding Bridge, he was an investor at Apax Partners and The Blackstone Group. Ayo began his career at Citigroup and holds degrees from Williams College and Harvard Business School.

Colleen brings over 20 years of diverse experience in the art and financial world to The Fine Art Group. She has valued art and collectibles for international corporations, museums, and private collectors across the globe. Colleen has provided legal analysis for court cases involving art valuation and identification. Colleen earned a diploma in French Fine and Decorative Arts at Christie’s in Paris as well as a Bachelor of Arts degree in Economics from The College of William & Mary. Colleen is a founding member of the Private Risk Management Association (PRMA) and is a board member for the Professional Advisors to the International Art Market (PAIAM). Having earned the Chartered Advisor in Philanthropy designation (CAP®), Colleen regularly assists clients with philanthropic strategies using tangible assets for charitable endeavors as well as identifying institutions for direct donations. She is a nationally sought-after speaker and conducts presentations, podcasts and Continuing Education classes on diverse topics pertinent to art and collectibles.  Colleen is also featured in a documentary titled “The Real Fake.”

John works in RSM’s Family Office practice and has over 30 years of family office advisory experience including over 10 years of public accounting experience, covering family office tax and family office advisory services in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search and selection initiatives. John also has 10+ years of experience at Private Wealth Management & MD at a Global Multi-Family Office (MFO) as regional managing director running & overseeing wealth transfer strategists and a founding member of a financial institutions MFO task force. John served in C-suite roles as CEO, CFO, and COO of Multi-generational Global Single-Family Offices (SFO).

Brian leads Eton’s strategic initiatives, growth and thought leadership for the firm’s clients. Prior to joining Eton, Brian founded Hughes Growth Strategies, working with firms who serve ultra-high net worth families. He also held leadership positions for two private family offices, Pitcairn, and Threshold Group. With extensive knowledge of wealth management and family office, Brian has been a featured speaker at many programs across the country. He is the Managing Director of the Southeastern Family Office Forum, and  serves on the Advisory Board and Faculty of the Ultra High Net Worth Institute, as well as an Ambassador to R360.

A 30+ year financial veteran, entrepreneur, author, and speaker, Tom excels at finding high-impact “single-family-office” solutions that give his multi-family office client-families time to enjoy what they love with those they love. Nationally recognized by some of the most prestigious industry leaders, in 2024 Tom and his firms were named a Family Wealth Report Awards Finalist, the InvestmentNews RIA Team of the Year, Forbes Best-in-State Wealth Advisor (#1 in N Florida), and a Barron’s Top 1200 Financial Advisors for the 12^th time. He also joined Tiger 21 to further sharpen and evolve his skills. He is a monthly contributor to Kiplinger, and his insights have also appeared on Forbes.com, in Crain Currency, Barron’s, and FO Pro.

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, (www.erskineco.com) a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions. Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match. Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals. This includes strategic planning and execution on forming operating and non-operating foundations. The Erskine family has been counsel to client families since 1876, overseeing estate and income taxation planning, personal trusts, dynasty trusts, private foundations, and family offices. Matt is also active in numerous community organizations in the Worcester, Massachusetts area, including the American Antiquarian Society, the Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. After graduating from Lawrence Academy, Matt received his B.A. in Medieval History from Carleton College and his J.D. from Suffolk University Law School.

Courtney brings more than 20 years of experience in the art world to Winston Art Group. The child of passionate collectors, she has parlayed a lifetime of attending auctions and galleries into a career in the arts. As Director of Trusts & Estates for Winston Art Group, Courtney works with fiduciaries, executors, families and advisors on strategic estate planning, appraisal and disposition of tangible personal property.  Prior to joining Winston, Courtney had an 18-year career at Sotheby’s where she was most recently Vice President and Head of Department, Trusts & Estates and a specialist in American Art and Prints, working in both the New York and London offices. She has also worked in the firm’s Philadelphia and San Francisco offices. Courtney has been a licensed auctioneer since 2008 and continues to offer her auctioneering expertise to a host of museums and charitable organizations. As Vice President of the Board of East Side House Settlement, an educational and community service organization in the South Bronx, she has been closely affiliated with the Winter Show since 2009 and presently serves as Vice Chair. Currently on the Planned Giving Committees for the Metropolitan Museum of Art and the New York Historical Society, Courtney has also worked closely with the Shelburne Museum, where she curated exhibition of John James Audubons’ The Birds of America. She has been a lecturer and panelist on a full range of art and art market topics at museums and continuing education organizations across the country, including the Heckerling Institute Annual Trusts and Estates Conference and Sotheby’s Institute of Art. Courtney holds a Bachelor of Arts in History from Princeton University, and is compliant with Uniform Standards of Professional Appraisal Practice (USPAP). Courtney lives with her husband and two daughters in Manhattan.

Lisa 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.

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).

Daniel is the founder and CEO of Auditive. Before founding Auditive, Daniel spent eight years in financial services across the sell and buy sides, including Fixed Income Portfolio Management at Goldman Sach Asset Management. Most recently, Daniel spent the last ten years in the technology industry, at the intersection of risk, analytics, and product, including at Meta and, Doma - a technology-forward real estate company - where he led Product from Series A to going public.

Vanessa is a serial business builder and technology innovator with over 25 years of experience across SAP, Trigger Media and McKinsey. The businesses she has built and relaunched are leaders in their verticals. She is the Co-Founder and CEO of Sugarwork, an enterprise SaaS knowledge sharing platform empowering employers to own and maintain the tacit knowledge, skills, and relationships that drive their businesses using generative AI. She was most recently Vice President of SAP.iO, SAP’s early-stage venture arm, where she oversaw SAP.iO’s North American Foundries in New York and San Francisco, and recruited and accelerated 87 enterprise software startups. Prior to SAP, Vanessa was Chief Operating Officer at Trigger Media Group, a $22MM digital media incubator. She co-founded and was the interim CEO of Trigger’s portfolio companies: InsideHook (digital media company & men’s lifestyle brand; sold to private equity) and Fevo (SaaS technology for group experiences in sports and music; Series C, market leader). She began her career at McKinsey & Company and was an Associate Partner in the Firm’s Media and Entertainment Practice, based in Amsterdam, London and New York. Vanessa currently serves as a Non-Executive director of Appen Ltd. (ASX: APX), a global AI data services company; and Goodman Group (ASX: GMG), a global industrial real estate company. She serves on the Audit Committee for Appen and the Sustainability & Innovation Committee for Goodman. Vanessa graduated magna cum laude with an AB in psychology from Harvard University and cum laude with a JD from Harvard Law School. She was a Fulbright Scholar at Universiteit Utrecht in the Netherlands where she conducted independent research on the International War Crimes Tribunal for the Former Yugoslavia and the International Court of Justice. She serves as a member of Harvard University’s Board of Overseers, and as a Past President Director of the Harvard Alumni Association (was President from July 2021 - June 2022). She lives in New York City with her husband and two children.

Alex developed some of the earliest market-making algos for credit products at Goldman Sachs and Barclays.  He later led systematic credit investing teams at AQR Capital and Squarepoint Capital.  Alex earned a BA from Columbia and a PhD in Economics from the University of Chicago.

Co-Founder and CEO of Atlas Invest, Tal Shahar leads the company in revolutionizing asset-backed debt investments. With over a decade of experience in fintech and financial strategy, Tal’s commitment to delivering impactful results is rooted in a deep passion for financial innovation. Prior to founding Atlas, he was a key member of the founding team at Deep Insight, a venture capital firm specializing in deep tech, where he continues to serve as a Venture Partner. Tal’s dedication to strategic execution and team development has solidified Atlas Invest as a trusted partner for family office investors seeking secure, asset-backed debt opportunities.