The Third Annual WealthBriefing WealthTech Americas Awards 2024

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.

Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.

The founder of F2 Strategy and former wealth management CTO.  His team of over 120 experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. F2 Strategy pioneered the Outsourced CTO (OCTO) model within wealth management and is the preferred technology strategy and implementation partner of the top firms in our industry.  Doug also participates an industry thought-leader, conference speaker and judge for multiple industry awards.

Howard Geller is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years of diverse experience in the financial services industry with several notable financial organizations. His primary family office consulting focus has been on portfolio reporting system review and requirements development, best practices review, investment manager and outsourced service provider due diligence, and targeted project assessment and resolution. He functions as an internal consultant bridging the communication gap to solve problems, implement solutions and take advantage of opportunities.

Kaylyn Melia is the Chief Operating Officer and Chief Compliance Officer at Socius Family Office. As COO, Kaylyn manages the firm’s operational functions, client experience, and vendor relationships. In her role, Kaylyn is responsible for various processes, including technology integrations, client reporting, bookkeeping, treasury services and bill pay. Kaylyn also manages the firm’s Client Service Team while collaborating with Socius’s advisors to onboard and service the firm’s clients. Kaylyn joined Socius Family Office in April of 2017. Prior to her current role, she spent 8 years working for Pershing LLC and its affiliates. Most recently, she oversaw 50 registered investment advisory relationships as an Account Manager for Pershing Advisor Solutions. Kaylyn graduated Magna Cum Laude from Stetson University with a Bachelor of Business Administration in International Business, and Summa Cum Laude from Liberty University with a Master of Business Administration. She is also a CFP® professional.

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Gary W. Poth, Executive Managing Director, is the head of Key Family Wealth serving a select group of families across the country with significant wealth and complexity. In his role, Gary leads the national Multi-Family Office practice delivering customized advice and services through its Seattle, Cleveland and NYC offices employing investment management, philanthropic, trust and estate planning, and banking solutions to ensure successful outcomes across generations.

Prior to his current role, Gary served as the Key Private Bank Senior Executive for KeyCorp’s East Ohio district, leading all wealth management activities for the Cleveland, Akron, Canton, Youngstown, and Columbus markets. He also served as National Director of Strategy and Sales for Key Private Bank, where he was responsible for development of the overall strategic direction of the business including sales.

Before returning to Key in July of 2009, Gary served as Executive Vice President of Sales and Strategy for the Private Client Group at National City Bank and, in an earlier role, as the Chief Financial Officer for National City’s Private Client Group and Allegiant Group. Gary began his career in 1995 when he joined Ernst & Young’s consulting practice. After leaving E&Y, Gary held several senior banking positions with both JP Morgan and Keybank. He also launched a management consulting practice providing services to the banking industry. Prior to his banking career, Gary served as a naval submarine officer for six years.

Gary graduated magna cum laude with a Bachelor of Science in Electrical Engineering from the University of Akron and summa cum laude with a Master of Business Administration from the University of Texas. Gary serves on several boards including Chair of the HR Committee and Trustee for the Cleveland Institute of Music, Chair of the Finance Committee and Trustee at the Holden Forests & Gardens, and Chair of the Cleveland United Way Humanitarian committee.

Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is a great need for innovation; that the ever-increasing sophistication of the ultra-high-net-worth family, their ever-expanding needs and the ever-changing investment environment demand this. He, his partner and their firm are dedicated to creating and evolving the strategies, tactics, and implementations of those who seek to achieve a business imperative: deliberate and sustained growth. Across a career spanning more than two decades exclusively serving the financial services industry, Gregory remains an optimistic agent of change, evangelist of “Show, don’t tell” and believer in magic.

Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments and foundations, family offices, funds of funds, private equity firms, M&A teams, venture capital groups, hedge funds, fund administrators, prime brokerages, and insurance firms. Previously, he was a senior consultant at The Collaborative. Mike has deep experience in investment technology, having had many sales, marketing and leadership roles at SS&C, Thomson Financial/ThomsonReuters, FundCount and Chase. Mike earned his BA from the University of Delaware, an MBA in finance from the University of Houston and an executive degree from the Columbia University Graduate Business School. He is a CFA (Chartered Financial Analyst) charter holder and a member of the CFA Institute and the CFA Boston.

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.

Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.

Will holds a Bachelor of Arts from Harvard College.

Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.​

Prior to joining PwC Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.​

Danielle graduated summa cum laude from Augustana College. She is a licensed CPA and an Elijah Watt Sells award recipient.