Angelo J. Robles
Founder and Chief Executive Officer, Family Office Association
Angelo J. Robles is the Founder and CEO of the Family Office Association, a global membership organization of single family offices. Mr. Robles has written several books and numerous independently published articles, and has been quoted on family office topics for Bloomberg Radio & TV, Thompson Reuters, Institutional Investor, Registered Rep, HFM Week, Investment News, EurekaHedge, The Luxury Institute, The Greenwich Times and many others.
FOA Advisory Board
Stanford GSB Sloan Fellow
Board Director & CIO
CEO Family Office
L Investments - Family Office
Partner & Director of Strategic Implementation
Dynasty Financial Partners
Chairman & CEO - Computer Trading Corporation Founding Member -
Robin Hood Foundation and
Founding Member - Math for America
Executive Managing Director
Family Enterprise Risk Services
Crystal & Company
Cooper Family Office
Founder & President
JG Coules Advisors
|Gordon Grant Curtis
Single Family Office
|Francois M. de Visscher
de Visscher & Co.
Donaldson - Diwik
Insite Security, Inc.
Treasurer & Investment
Firestone Family Foundation &
Fried Family Office
|Thomas J. Handler, J.D., P.C.
Chairman Advanced Planning &
Family Office Practice Group
Handler Thayer LLP
Principal & Vice Chairman
|Timothy Lappen, Esq., P.C.
Founder & Chairman, Family Office Group
JMBM | Jeffer Mangels Butler &
|Bradford R. Orben
Building and Land Technology -
|Stephen A. Oster
Former Chairman & CEO
A.J. Oster & Company
Senior Advisory Partner
Grail Partners LLC
Founder & CEO
|Stephen E. Prostano
J.D., LL.M, C.P.A
Founder and CEO
Joint Managing Director
Withers Consulting Group
Edward A. Renn
Withers Bergman LLP
Principal of SFO
Atheneum Capital LLC
& Managing Director at
Founder & CEO
Gallatin Wealth Management LLC
Oakmont Family Office
Managing Partner &
Head of Research
|Robert S. Tucker, Esq.
Chairman & CEO
T&M Protection Resources
GAO Capital - Family Office
Logan Allin is a Sloan Fellow at Stanford University's Graduate School of Business (graduating in summer 2013), and is concurrently consulting to myriad venture capital and private equity firms as well as continuing to actively serve on several boards. Logan most recently served as head of Management Strategy and a member of the Operating Committee at Atlantic Trust, the Private Wealth Management arm of Invesco. Previously, Logan was a Senior Vice President in City National Bank's wealth management division. He spent much of his career in management consulting, in leadership positions at Capgemini, EMC Corporation and PwC LLP. Logan earned Bachelor of Arts degrees in public policy and political science from Duke University. Logan holds the Certified Investment Management Analyst(SM) designation administered by the Investment Management Consultants Association(SM) and taught in conjunction with The Wharton School, University of Pennsylvania. Logan also holds the Certified Private Wealth Advisor(SM) designation, taught in conjunction with The Booth School, University of Chicago. Logan currently sits on the Advisory Board for several companies, including the Family Office Association, Scorpion Computer Services, KnightsBridge Branding, and K5 Ventures. Further, Logan is actively involved in several local and national charitable organizations - including serving as a national Livestrong Leader, an Advising Founding Member of the UCLA Mattel Children’s Hospital, and a member of the Advisory Committee at Stanford’s Camp Kesem.
Ozi Amanat is the Director and Chief Investment Officer at Spice Global, a diversified conglomerate with interests in Mobility, Healthcare, Finance and Entertainment.
Ozi is a young and vibrant professional who has mastered the art of devising smart investment strategies that have helped incubate new opportunities for quick fruition. He enjoys perennial challenges, inevitable in mastering the art of investing. His direct business engagements at leadership levels with global brands have not only enhanced his proficiency to balance investment risks along with production of positive spreads but also shaped his ability to foresee areas of high potential.
Ozi has been a consistent performer of sorts with credible promises of value creation for all stakeholders. He has developed a strong pipeline of global investment opportunities. Most recently, Ozi was Director at a billion family office and endowment, where he managed an extensive alternatives portfolio and focused on direct deals. He was also a Director at investment bank Oppenheimer & Company where he was in charge of global partnerships, deals, and operations strategy.
A Harvard graduate and son of acedemics turned entrepreneurs who built a successful medical services company, Ozi learned about and had a keen interst in buisness from an early age.
Ozi has been equally active in carrying forward his inherited spirit of philanthropy through civic service. He is served on the board of Mount Sinai Hospital and serves on board of Seeds of Peace, a organization committed to promoting global peace and understanding among youth from regions in conflict around the globe. He received the Seeds of Peace‘s Young Peacemaker Award for his outstanding philanthropic work and entrepreneurial pursits.
At Spice Global, Ozi is responsible for devising investment strategies for value based growth through new businesses and also managing and enhancing Group’s portfolio of assets. Ozi is also a Director on the Family Board of Spice Global and guides the organisation efforts to ensure the quality, consistency, and implementation of the ‘smart’ investment philosophy of Spice Global.
Candice Beaumont is a Managing Director who runs L Investments, a family office with a vast portfolio of public and private equity that is primarily focused on commodities. She oversees all capital allocation decisions for the fund of funds as well as the direct investment portfolio. She is also a financial consultant to Genoil Inc, (www.Genoil.net) an emerging heavy oil technology and portfolio company of L Investments. Ms. Beaumont is a member of the Independent Petroleum Association of America.
Candice Beaumont has well over a decade of experience in the investment business. She started her career in Corporate Finance at Merrill Lynch. Ms. Beaumont worked as an investment banker at Lazard Frères for several years, executing over $20 billion of merger and acquisition advisory assignments. While at Lazard she advised clients globally on a wide array of transactions including mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, hostile takeovers and hostile defense. She left Lazard to work as a private equity principal at Argonaut Capital, where she was responsible for all aspects of new investment execution for the firm and its portfolio companies, including sourcing and screening potential investment candidates, conducting industry and market analyses, determining valuations, and structuring and negotiating term sheets. Ms. Candice Beaumont attended Rice University, and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice was Captain of the Miami Varsity Tennis team earning Academic All American honors and is also a former world ranked professional tennis player.
Tim’s background lies in the distribution and sale of alternative investment vehicles with a past concentration on multi-manager and single manager hedge funds. Most recently he was Head of Global Platforms for New York based alternative asset manager, SkyBridge Capital, where he was in charge of building and managing the Firm’s platform sales activities. In this position Tim focused on initiating, coordinating, and maintaining relationships with institutional, wealth management, and independent distribution platforms for the SkyBridge product suite on a global basis. Prior to SkyBridge, Tim was an original member of the Permal Group’s US Private Client Platform Distribution Team, where he was tasked with launching and developing the Firm’s US distribution arm and brand. On October 12, 2006 the group successfully launched their first US taxable hedge fund of funds nationally into the marketplace with Merrill Lynch. Prior to his private client experience, he worked on Permal’s Institutional Sales team which involved interfacing with pensions, endowments, and institutional consultants. Mr. Bello has been involved with over $2bn worth of new asset flows into alternative investment vehicles. He also currently is on the Membership Committee of the Core Club in New York. He is a graduate of St. Lawrence University.
Mr. Borish is Chairman and CEO of Computer Trading Corporation, an actively managed fund focused on macroeconomic investing, which was a spinoff of Tudor Systems Corporation. Mr. Borish had been a founding partner of Tudor Investment Corporation, where he was Director of Research for ten years. Mr. Borish is very active philanthropically. He is currently an investor and board member of CharityBuzz.com in New York, which combines pop culture, technology and online auctions to raise money for non-profits. He is a founding member, with Paul Jones and Glenn Dubin of the board of directors of the Robin Hood Foundation, which funds New York City educational projects for disadvantaged children. He is a founding board member of Math for America, an non-profit led by Jim Simons to improve mathematical education in U.S. public schools. He is currently a mayoral appointee to the Youth Board of the New York City Department of Youth and Community Development.
Identifying opportunities that enhance financial market efficiencies has driven many of Mr. Borish’s other endeavors. This includes Quadriserv, Inc. a technology driven securities lending platform, which emphasizes price transparency and process efficiency. He has also served as CEO of Twinfields Capital Management, a global macro hedge fund focused on the fixed income sector, and Chairman of the Board of Directors of OneChicago, LLC. Additionally, Mr. Borish now serves as Chairman of the Institute for Financial Markets, a nonprofit dedicated to participating in the development of standards and fostering best practices initiatives in the financial services industry.
Previously, Mr. Borish served as a Board Member of the Futures Industry Association (FIA), a Special Advisor to the Board of Directors of the Chicago Board of Trade, and as a staff member of the Presidential Task Force on Market Mechanisms (Brady Commission) to study the stock market decline of October 1987.
He earned his Masters of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan and BA in Economics from the same university.
Howard Cooper began his career aggressively trading equities for his own account, becoming a full-time trader in the mid-80s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading endeavors. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds. He is an honors graduate of Princeton University.
Mr. Cooper's spare time is devoted to his favorite philanthropic endeavor of supporting music and art education among underprivileged students, and he has established a family foundation to support these causes. He is the chairman of the new board on Family Offices, Endowments and Foundations at Princeton and chairs the Family Office Council at the NYU Stern School of Business which he coordinates with the faculty. Howard Cooper is a an advisor to the Princeton University Dept. of Astrophysical Sciences, Chairman of the University of Florida Dept. of Astronomy Advisory Council, a member of the Board of Directors of Florida Atlantic University and an advisor to several university academic advisory councils and a member of the 14-10 Investment Fellowship of the Royal Institution of Great Britain. He serves on the boards of several non-profit organizations and foundations and is on the Advisory Board of the Family Office Association and serves on the Hedge Fund Leadership Council and the Advisory Board for Institutional Investor. Howard Cooper resides in Palm Beach.
The Cooper Family Office is invested in over 80 funds, in North and South America, Europe and Asia, as limited partners, in managed accounts and as direct equity investors. The Cooper Family Office also partners with a number of Asian and European FOs, with which they research and invest in opportunities in China, Australia and Eastern Europe, along with frontier markets. The Office is especially proud of working with numerous other family offices throughout the world in evaluating funds, building family office investment committees, seeking new opportunities and funding direct investments.
Mr. Coules is Founder and President of JG Coules Advisors, a retained search firm focused on Senior Investment Professionals, Traders and Marketers for Hedge Funds and Asset Managers. Also focused on placing CIOs, Senior PMs and CEOs at large Single and Multi-Family Offices. Previously, he was Managing Director at Hunter Advisors Corp. where he ran the Family Office Practice and co-ran the Hedge Fund Practice, he was a Portfolio Manager of event driven strategies at Brencourt Advisors. He has also held positions at JP Morgan and at Morgan Stanley where Mr. Coules was named by Institutional Investor Magazine as the Best Up and Coming Analyst across all industry specialties. Mr. Coules began his career as an attorney at Skadden, Arps, Slate, Meagher and Flom. Mr. Coules is a Senior Advisor to a private family foundation where he focuses on major philanthropic projects both domestically and internationally. Areas of focus include: education, medical research, scientific research, and preservation of Jewish culture.
Mr. Coules has an MBA from Harvard Business School, a JD from the University of Chicago Law School, and a BA in Economics with honors from the University of Chicago. Greg is a member of the Visiting Committee of the University of Chicago Law School.
Mr. de Visscher is President of de Visscher & Co. in Greenwich, CT. A native of Belgium, Mr. de Visscher has been an active advisor to business owning families for over twenty years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world’s leading independent financial consulting and investment banking firms for family and closely-held companies. Over the last 18 years, he and his team have advised over 300 family companies and family offices worldwide on issues of liquidity of shareholders or capital needs of their business. Prior to opening his own firm he was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. In 1998, Mr. de Visscher founded “Family Capital Growth Partners”, a private equity fund focused on making equity investments in family-owned and closely held companies. In 2006, he co-founded the Business Growth Alliance, an alliance of middle-market advisory firms based in Pittsburgh, PA, Greenwich, CT and Washington D.C.
Mr. de Visscher is a director and shareholder of his own family’s global enterprise, N.V. Bekaert S.A. Headquartered in Belgium, Bekaert was founded by his great-grandfather in 1880. Today, the Bekaert Group has sales of $3.0 Billion in over 80 countries manufacturing and marketing a wide variety of steel wire and related products.
Mr. de Visscher is a partner, investor, advisor or director of several private corporations including Olympia Chimneys, Epic Brands in the U.K., and Ambridge Corp. in Colombia. He is a member of the Global Advisory Council to PlayPumps International and an advisor to J.H. Whitney Pan Asian Fund.
Mr. de Visscher is Honorary Consul of Belgium in the United States and Chairman of the Society of Friends of Belgium in New York.
Mr. de Visscher is the past president of the Family Firm Institute, current Chairman of the European Family Office Conference, and a contributor to many publications, including The Wall Street Journal, LA Times, NY Times and many others. He is a full-time contributing editor of Family Business Magazine. Mr. de Visscher is the recipient of the ‘Richard Beckhart Award” from the Family Firm Institute in Boston, recognizing his many valuable contributions to the Field of Family Businesses.
Mr. de Visscher is a Certified Public Accountant and a member of the American Institute of CPA’s. Mr. de Visscher holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and MBA from Rutgers University (USA).
Elijah Duckworth-Schachter has spent his career in the investment and strategy consulting industries. His primary focus has been in the private equity arena and his experience includes working for many years in the Private Equity and Mergers and Acquisitions Practice at Mercer Management Consulting, now Oliver Wyman. Additional past experience includes working at a mezzanine debt fund sourcing and structuring lower middle market buyouts and working as a financial analyst in the Investment Banking Division of Lehman Brothers.
Today, Elijah divides his time between managing his family's office and acting as a principal at Point One Percent, a strategy consulting and branding firm focused on the luxury goods industry. Elijah is a graduate of Columbia College, Johns Hopkins School of Advanced International Affairs and Columbia Business School. He is active philanthropically and sits on the Alumni Council of Kent School.
Christopher Falkenberg is President of Insite Security, a security and investigations firm focused on high net worth families. He is a former Special Agent of the U.S. Secret Service and an attorney. While with the Secret Service, Mr. Falkenberg conducted numerous protective advances for the President of the United States and other government officials here and abroad. He led investigations of major fraud cases and worked several cases through trial and sentencing.. Among his awards and citations, he received the Treasury Department's Special Service Award and was recognized for heroism following the 1993 World Trade Center bombing. As a litigator with the New York law firm Davis Polk & Wardwell, Mr. Falkenberg conducted corporate internal investigations and was involved in a wide variety of civil and criminal matters. Prior to that, Mr. Falkenberg clerked for a judge of the U.S. District Court for the Southern District of New York. He holds a Bachelor's degree from Kenyon College and a J.D. from Columbia University, both with honors.
Lisa currently is the Treasurer & Investment Committee member for the Firestone Foundation & Family Interests. Lisa serves as a trustee and member of the investment committees for The Taft School in Watertown, CT; The African Wildlife Foundation based in Nairobi, Kenya; and the Challengers Boys and Girls Club of LA. Lisa has a vast network of family office and investment groups, and is very involved in community outreach and philanthropic organizations. A Cum Laude graduate of Princeton University, Lisa is an active alumnus. Lisa is also a writer. In 2006, she was named an Honorary Friend of Rwanda after reporting on the country's mountain gorillas and the capital city of Kigali
Mr. Handler is an advanced planning attorney focused on structuring complex estate plans and handling related business structures and tax planning issues for affluent families, family businesses and family offices. Such planning often involves the interplay of income tax, estate tax, executive benefits, and financial matters. In this regard, Mr. Handler is particularly experienced in dealing with business owners, directors, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm's Advanced Planning & Family Office Practice Group.
Mr. Handler's experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees, and has authored numerous professional articles. He has lectured extensively both nationally and internationally at professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.
He has been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named Mr. Handler one of the Top Attorneys in Illinois in two areas: 1) Trusts, Will and Estate Planning Law and 2) Closely and Privately Held Business Law. He has also been named to the PCG Wealth Strategies Design Team comprised of fifteen of the top wealth planners in the United States. Further, he has been named to Who’s Who in American Law and a life member of Who’s Who in America.
He earned a Bachelor of Sciences in Accountancy Degree from the University of Illinois at Urbana-Champaign and a Juris Doctorate Degree (Law Review) from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces who has been quoted in the Wall Street Journal, Chicago Tribune, Worth Magazine, Christian Science Monitor, Las Vegas Review Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Reportand Wealth Manager Magazine in addition to other publications.
Barbara has worked with family offices and wealthy families around the globe for more than 30 years. She combines a legal background (generational issues and multi-country inheritances) with an ability to help families create their own lasting governance systems. She meets with families in many countries: Saudi Arabia, Dubai, Bahrain, England, Switzerland, France, Israel, etc. She also serves as an independent Director for family offices.
She is the author of several books, including International Family Governance and International Estate Planning, and numerous articles. A graduate of Wellesley College and the U. of Pennsylvania Law School, she also had the honor of clerking at the U.S. Supreme Court.
Wally leads Gresham’s strategic initiatives to grow its business and raise its national visibility, and he serves as a senior advisor to families and their related entities. Wally draws on over 30 years of experience serving as a senior executive in trust, investment, wealth management and family office advisory firms, and as a personal fiduciary advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC, now a subsidiary of Gresham, Wally provided unconflicted consulting services to banks, family offices, RIAs and wealthy families. Prior to establishing PFA, Wally was Executive Managing Director and CEO of Wealth Management at The PrivateBank and Trust Company, headquartered in Chicago, where he also served as a member of the Bank’s Executive Committee, a member of its Board of Directors and chairman of its Trust Committee. Previously, Wally was President of Family Office Exchange, LLC, a Managing Director of Sanford C. Bernstein & Co., and a Tax Partner and National Director with Arthur Andersen & Co.
Wally earned a Bachelor of Arts degree from Westminster College in Missouri, and MBA and Juris Doctorate degrees from the University of Missouri at Columbia. He is Vice Chairman of the Boards of Trustees for Westminster College and the John G. Shedd Aquarium in Chicago.
Tim Lappen, the Founder and Chairman of the Family Office Group at the law firm of Jeffer Mangels Butler & Mitchell, LLP, pioneered the concept of a law practice focused on serving as outside general counsel to family offices. Tim and his team have been involved with virtually every type of family office project imaginable. With close to forty years of experience, Tim and his group have represented innumerable families with such disparate projects as:
William McEnroe – Managing Partner of FTS. Prior to founding FTS he was a founding Partner of WTAS (a national tax advisory firm / RIA and formerly part of HSBC) and was Head of the Alternative Investment Tax Group in New York. William was also a member of the IAS (Investment Allocation Services) investment committee at WTAS and was a firm wide resource on alternative investments and S corporations.
He has over 25 years of experience in advising clients on business and diverse tax matters, including extensive knowledge of alternative investments, partnership taxation, offshore taxation, and multistate taxation. William focuses on assisting family offices and investment partnerships with entity structuring, tax planning and tax compliance. William’s clients include complex alternative investment funds (private equity and hedge funds) both on-shore and off-shore, and some of the largest family offices in the United States.
Prior to joining WTAS Mr. McEnroe was the Managing Member of Occam Management overseeing tax strategies and private equity investments for multiple family offices, a Director of the Montrose Group where advised single family offices, a consultant with KPMG in their corporate tax group specializing in corporate consolidations, and was a Senior Tax Consultant with Laventhol & Horwath International where he oversaw their largest client worldwide and was a member of the firm’s Real Estate Tax Group.
William has been a tax & business strategy advisor to many alternative investment funds including: Raptor Capital, Salida Capital, SkyBridge Capital, West End Capital (JV with Berkshire Hathaway), Boston Ventures, HSBC private equity, Olympia Capital, Performance Trust, Saturn Ventures, and Flagstone Re. William is also a member of MetCircle (family office association), the Explorers Club, and is a member of the Forbes 400 Advisory Council.
Mr. McEnroe was educated at Wellesley High School, Wellesley, MA; University of Massachusetts at Amherst, received his Masters of Science in Finance (MSF) and his Masters in Science in Taxation (MST) from the Zicklin School of Business at Baruch College, New York, NY.
Bradford R. Orben has been Executive Director of Finance and Family Office for Building and Land Technology for the past 3 years. Building and Land Technology is a second-generation real estate development company based in Connecticut which has completed ventures worth more than $3 billion including over 4 million square feet of commercial development and 4,500+ residential units. BLT trophy properties host the headquarters for Gen Re, GE Commercial Finance, Diageo, GE Real Estate, Xerox, GE Energy Financial Services, IMS Health, Hewitt, Starwood Hotels and Resorts and Cornell University. BLT’s numerous office parks, apartment complexes, single family subdivisions, common interest communities and adaptive reuse projects total in excess of 8,000,000 square feet of development throughout Fairfield County. BLT is the majority owner of William Pitt/Julia B. Fee/Litchfield Hills Sotheby’s International Realty comprised of 28 offices and 1,100 sales associates covering Westchester County, Fairfield County, Litchfield County and the Shoreline of Connecticut.<
Mr. Orben has responsibilities for overseeing all aspects of BLT’s finances including managing the overall investment portfolios. Mr. Orben is also the Executive Director of Family Office for the firm and the family. Prior to joining BLT, Mr. Orben was Senior Vice President of Bank of New York Mellon’s Private Client Investment Services division. He also served as National Sales Manager of The Dreyfus Corporation which was a subsidiary of Mellon Financial. Prior to that position, Mr. Orben spent 6 years with Quick and Reilly as a branch manager and financial consultant. Mr. Orben is a securities principal, registered options principal and a Registered Investment Advisor. Mr. Orben is a graduate of Dickinson College with a Bachelors Degree in Economics with a concentration in Financial and Business Analysis. He currently has the following licenses: Series 7; Series 63; Series 65; Series 4; Series 8; Series 24 and insurance. Mr. Orben serves on the Investment Committee for St. Vincent’s Medical Center Foundation. Brad lives in Fairfield, CT with his wife and four children.
Mr. Oster is the former Chairman and CEO of A.J. Oster & Company, a family business that was founded by his late father in 1922 and later sold to a public British multi-national in 1979. He left A.J. Oster in 1983 to organize as Chairman & CEO the Oster Group, Inc., specializing in equity investing and turnaround management consulting.
Mr. Oster’s success has been punctuated by a variety of unique business experiences including: dealing extensively in Europe and in South America; starting a new company for his then parent firm (Cookson Group plc); being an officer or director of many companies of the $350,000 American Group; as well as helping build the family company from $3 million in sales in 1966 to $40 million in 1979 and $90 million in 1983.
Mr. Oster is former Chapter President and National Director for The Turnaround Management Association, is trustee emeritus of Cushing Academy in Ashburnham, MA, and a Commodore of the State of Rhode Island appointed by former Governor Frank Licht. Mr. Oster was appointed by former Secretary of Commerce Malcolm Baldridge as special advisor to the U.S. Department of Commerce on International Trade and Tariffs regarding non-ferrous metals. He was also a part of the committee which restored the Statue of Liberty and Ellis Island.
For over 12 years, Mr. Oster taught second-year MBA students at NYU Stern’s School of Business and has lectured at Yale University’s School of Management.
Mr. Oster holds a degree in business administration from the University of Rhode Island.
Steve Oyer is Senior Advisory Partner at Grail Partners LLC with over 30 years of business and investment experience. His focus is on M&A transactions and building Grail's platform to serve family offices and help them collaborate on deals. Most recently he served as a managing director of Family Office Exchange (FOX) a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. He worked with CIO's of family offices to help them collaborate on investment themes and opportunities through the Investment Council he led.
His leadership roles include becoming the interim CEO and leading the restructuring of Saflink Corporation a publicly traded biometric software company until its sale to IdentiPHI. He was also a board member of Salton, Inc. (NYSE:SFP), a designer, marketer, manufacturer and distributor of a broad range of branded small appliances like the George Foreman Grill until its sale to Harbinger Capital.
Steve's broad experience includes his role as managing director of Global Business Development for Standard and Poor's where he led initiatives to expand S&P's advisory services, the derivatives licensing of S&P strategies with investment banks and the distribution of the S&P Hedge Fund Index. Prior to S&P he worked for Murray Johnstone International Ltd. a Scottish money manager where he was responsible for the sales of international investment management services and private equity to families and institutions in North America. Additionally he has had roles managing distribution relationships with brokerage firms and sales to high net worth private investors for Nicholas- Applegate; developed family office relationships for Harris Bank; served as treasurer and managing director of Bank of Montreal Trust Co. Channel Islands Ltd; and worked as an investment executive at Paine Webber.
In the late 1970's Steve worked as a third-generation member of his family's firm in operational, sales and management roles. This entrepreneurial experience led to the founding of his first business, Advanced Nursing Services/Norrell Health Care, a company he successfully ran for six years then sold.
Natasha Pearl, CEO and Founder of Aston Pearl has more than 15 years of unique global industry experience with the ultra-high-net-worth and family office marketplace while at firms including Sotheby's, American Express, Mercer Management Consulting and Booz Allen & Hamilton.
In 2001, she founded Aston Pearl, "the family office for everything except money. "Her relationships with a worldwide network of clients and experts throughout the art, luxury, and family office areas proceed Aston Pearl with a strong foundation. In July 2006, as part of Institutional Investor's Fifth Annual High-Net-Worth Awards, Aston Pearl was nominated by Private Asset Management as "Family Group of the Year."
Prior to founding Aston Pearl, Ms. Pearl served as Senior Vice President and Worldwide Director of Relationship Marketing at Sotheby's and as Chief Marketing Officer for Circline, a global art firm. Before that, she spent a number of years in management consulting with Booz Allen and Mercer Management Consulting, advising top-tier global financial institutions, and held positions at America Express in operations and marketing.
Stephen Prostano is a recognized thought leader and change agent in the wealth management, multi-family office and global financial services industries. He has over twenty-five years of extensive strategic and tactical experience designing, building, turning around, acquiring, integrating and managing start-ups to mature businesses for Fortune 500 companies. In each C-level position held, Mr. Prostano has developed and implemented comprehensive, global and/or national business plans with multi-faceted growth strategies which have increased assets under advisement and management by more than 100 percent. Mr. Prostano has also served as a consultant to numerous industry leaders as well as to successful individuals, families, family offices and not-for-profits. He has won numerous industry awards and is frequently quoted in the media about industry trends and developments.
Mr. Prostano joined Silver Bridge in 2006 and served as its Chief Executive Officer through November 2012. Under his leadership, Silver Bridge became a nationally recognized brand and leader in the wealth management industry. During his tenure, Mr. Prostano was personally responsible for developing and implementing the Strategic Plan and long-term Vision for the firm, which was a broad based effort including a complete turnaround of the business; the hiring of an exceptional team of talented senior professionals across all functions; a highly successful rebranding effort; and the creation of a state-of-the-art Multi-Family Office platform, with institutional quality products and services. As a result, Silver Bridge received over thirty awards and recognitions from industry leading groups and publications including Family Office Exchange, Family Wealth Alliance, NABCAP, Boston Business Journal, Financial Advisor Magazine, Forbes, and Private Asset Management for the firm’s growth, outstanding performance and innovation. Under Mr. Prostano’s leadership, total client assets under advisement and management more than doubled to approximately $3.4 billion, which included new assets under advisement of $1.1 billion from the launch of Silver Bridge Family Office Partners in September 2010.
Prior to joining Silver Bridge, Mr. Prostano was President and Chief Operating Officer of Atlantic Trust, a division of AMVESCAP PLC. In this role, he was responsible for overall business management and planning for the Private Wealth Management division, as well as acquisitions, their integration and the design and build-out of the firm's wealth management capabilities. Assets under management increased from $7 billion to $17 billion under Mr. Prostano’s leadership. He also served as a Global Partner of AMVESCAP and a member of the Chairman's Advisory Council.
Before Atlantic Trust, he served as Executive Vice President and Managing Director in the Private Clients Group of FleetBoston Financial Corporation. He was responsible for building and the overall management of the Mid-Atlantic Region, a critical growth market for the firm, and developing the business strategy and platform design for Fleet's Wealth Advisory Group, targeting ultra-high net worth clients and family offices.
Mr. Prostano spent most of his career in the global financial services industry. As President and Chief Operating Officer of Chase’s Global Asset Management division, Mr. Prostano was responsible for the overall strategy and management of five global businesses which under his leadership doubled in size to more than $220 billion in assets under management. Global businesses included Private Client, Mutual Funds, Institutional, Alternative Investments and Investment Advisory. In this role, he designed and built a fully integrated global multi-product platform and was responsible for the full scale global integration of the Chase and Chemical Bank global investment units. He also created and launched the firm’s Institutional Asset Management and Investment Advisory businesses.
Mr. Prostano previously served as a senior executive with Mellon Bank and The Boston Company where he was responsible for the organizational design, reengineering, and integration of all business functions and systems within the Private Client and Asset Management divisions, post merger, the 2nd largest financial services consolidation in the 90s. His efforts resulted in a new operating environment in more than 12 locations, an expanded product/service offering and uniform client service standards. He was also responsible for building numerous wealth advisory practices, including financial and estate planning, philanthropy and planned giving, and a centralized tax division that provided technical training, compliance and consulting services to individuals, wealthy families, institutions and internal clients.
He started his career at KPMG Peat Marwick as a Senior Tax Manager and attorney consulting to high net worth families and not-for-profits on tax and financing planning issues. Simultaneously, he served as an adjunct professor at the Boston College Carroll Graduate School of Management teaching accounting and taxation for six years.
Mr. Prostano is a Certified Public Accountant earning his law degree cum laude from the University of Miami School of Law. He also received his LL.M degree in Taxation from Boston University Law School and graduated magna cum laude from Boston College with a B.A. in Economics and Philosophy. Mr. Prostano is a member of the AICPA, MSCPA, MBA and CBA, serves on the Board of the Boston College Wall Street Council, and is a member of the Business Advisory Council of the Boston College Law School, the National Committee for Fiduciary Standards, and the Boston Estate Planning Council. He is also on the Board of Overseers of Boston’s Institute of Contemporary Art.
Amelia Renkert-Thomas, of Woodbridge, Connecticut, is the US-based joint managing director of Withers Consulting Group. She founded Fisher Renkert Consulting LLC, a family enterprise consulting firm focusing on governance architecture and family enterprise succession planning, and co-founded FBS Global Limited, an international consulting think-tank with a multi-disciplinary approach to advising family enterprises and entrepreneurs, serving affiliates throughout the US and Europe. Prior to developing her consulting practice, Amelia was a Partner at the international law firm Withers Bergman LLP, where she co-chaired the firm’s Family Office Group. She ran her family’s 5th generation manufacturing company from 1990-2002 and currently serves as an officer and director. Amelia received her B.A. cum laude from Yale College, her J.D. cum laude from Harvard Law School, and her L.L.M in Taxation from the Case Western Reserve University School of Law.
Edward Renn focuses on domestic and international private client matters. He provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration.
A significant part of his practice focuses on domestic and international estate planning for hedge fund and private equity principals. Ed is a frequent speaker and has co-authored several books on estate planning for individuals. Ed is admitted to practice in the United States Tax Court.
A senior partner at Withers Bergman, Ed practices out of the firm's New York, Greenwich and New Haven offices.
Richard is the Managing Director at Ardsley Partners in Stamford, CT., and is the Principal of SFO, Atheneum Capital LLC. Atheneum’s activities include principal investments in private and public companies and various philanthropic efforts. Atheneum focuses its business efforts on the life sciences, sustainable resources and clean technology industries.
Richard was formerly a senior managing director at Morgan Stanley in their global headquarters. He ran the Canadian business of Morgan Stanley in Toronto from 1998 to 2002. Richard began his career as a credit analyst and experience in investment research, institutional sales management and investment banking. He has a myriad of experience counseling corporations on a diverse range of issues including capital structure, financing, management policy, regulatory compliance and change of control.
Richard completed his B.A. program at the University of Western Ontario, earned his accounting certificate at the University of Calgary and currently lives in Rowayton, Connecticut. He has an active lifestyle which includes sailing, skiing and bicycling.
Mr. Roux has some 28 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction and coordination, and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.
He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy whose objective is to act as the trusted advisor, personne de confiance, to a limited number of families, family offices and mfo’s.
Mr. Roux holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. He was a member of the Cal Western International Law Journal, received several Dean’s Awards and Advocacy Honors Board Awards.
He joined Pictet in 1980, worked in Geneva and London, established and headed Pictet’s Asian presence in Hong Kong in 1986, worked throughout the region nine years, headed the Group’s EU operations in Luxembourg, and returned to Geneva in 1998. His responsibilities there included strategic group projects, single and multi-family office services, coordination of Pictet’s international offices, and more.
Mr. Roux is a past board member and now President's Advisory Board member of the East West Institute, a global conflict prevention think and do tank, the Family Firm Institute, the Jackson Hole Center for Global Affairs. He has spoken at numerous forums in Asia, Europe and the US, and was an advisor/participant in the Far Eastern Economic Review ‘Where To Put Your Money’ Quarterly’s in Asia. He has written several articles on private banking and the concept/role of personnes de confiances.
Adam Stern and his family have been associated with Oakmont Corporation for 8 years. Oakmont is a Los Angeles based family office that services two multi-generational families. As a client, Adam has been actively involved with Oakmont and serves as a trustee and provides investment oversight of several multi-generational trusts for his family. He is actively involved in building, diversifying and protecting his family’s estate. This ranges from public market investments and hedging, to sourcing limited partnerships in diverse global hedge funds, private equity and venture funds. As a big proponent of direct company investing, Adam has vetted and actively monitors direct angel investments in a diverse group of businesses such as companies developing algorithmic global locations and unique social network shopping, to more traditional leveraged finance investing in bathroom supplies and go-cart tracks, and even Major League Baseball, where his family is a part owner of the Milwaukee Brewers.
Adam has enjoyed a fruitful career in financial services and has been responsible for cultivating and ushering newly emerging asset classes into the mainstream realm of traditional and alternative investments. Adam began working on Wall Street selling convertible bond securities at Union Bank of Switzerland and Deutsche Bank. At Deutsche Bank he became Head of US Convertible Bond Sales. Adam parlayed this breadth of experience and co-founded his own hedge fund, AM Investment Partners, which was one of the first asset management firms to offer investors exposure to Volatility Arbitrage and tail hedging programs. In addition to operating an array of Volatility Arbitrage products, his fund also managed strategies including Convertible Arbitrage, Equity Long Short, and Merger Arbitrage. All strategies, through acquisition and/or distribution, managed over $100 million and, collectively, reached $1 billion. Adam is currently a Managing Director at Los Angeles based Crescent Capital Group with over $10 billion in assets invested in across a range of credit products. Adam’s diverse investor base included the most prestigious institutional, high net worth, endowment, pension and fund of hedge fund investors, spanning the globe. Adam has served as a board member of the JCC in Manhattan, on the investment advisory board for the Rippowam Cisqua School, and as trustee for several philanthropic organizations. Mr. Stern attended Trinity College in Hartford, Connecticut where he graduated with a Bachelor of Arts in Economics.
Ms. Tillotsonis the Managing Partner and Head of Research at Scorpio Partnership in London. Ms. Tillotson heads the research team overseeing all of Scorpio’s extensive research projects. Her key focus is on qualitative client research, which is undertaken with HNW clients, family offices, private banks and key industry participants internationally. She also oversees intermediary research, market research and competitor profiling and benchmarking studies.
Ms. Tillotson is a co-founder of Scorpio Partnership. Before establishing the firm with Sebastian Dovey in 1998 she was a senior journalist, then managing editor, with Waters Information Services and Institutional Investor. She was responsible for global coverage of wealth management, capital markets and banking operations.
Ms. Tillotson holds a MA (Hons.) degree in English Language and Literature from Oxford University and was awarded a Diploma in Periodical Journalism from City University.
Robert Tucker has directed the strategic growth and diversification of T&M Protection Resources since becoming a principal in the company in 1999. Prior to that he spent nearly a decade in law enforcement management, serving as Special Assistant to the District Attorney of Queens County, New York, where he developed an extensive network of contacts in the law enforcement community in the New York metropolitan area, while managing administrative aspects of a major urban prosecutor's office. This experience enabled him to work closely with high level members of the New York City Police Department and the City administration, as well as with the FBI, Secret Service and the United States Attorney's Office, where he still maintains valuable relationships.
Today, Mr. Tucker is leading T&M to national and international prominence as a sophisticated, multidimensional security and investigative services company that provides corporations and high net-worth individuals with a full range of products and discreet solutions that enable them to respond to the threats and risks of the 21st Century.
Mr. Tucker, a graduate of George Washington University and the Pace University School of Law, is admitted to practice law in the State of New York and the United States Supreme Court. In 2009, Governor David Paterson appointed Mr. Tucker to serve as a Vice Chairman of the New York State Security Guard Advisory Council. Later that year, he was elected to the Citizen’s Nominating Committee of Scarsdale, New York, where he is Treasurer of the Scarsdale Forum and a member of the Executive Committee of its Board of Directors.
Among his many professional, civic and philanthropic affiliations, Mr. Tucker is a Director of the FDNY Foundation, Chairman of ALDONYS (Association of Licensed Detectives of New York State), a member of the Board of Directors of the Citizens Crime Commission of New York City, Vice President of the Richard Tucker Music Foundation, a member of the Pace University School of Law Board of Visitors and a member of YPO (Young Presidents' Organization, Metro Chapter).
Ms. Yak is the Managing Director of GAO Capital, the investment arm of her family based in Singapore. She is also Managing Partner in GAO Advisors which is the hedge fund advisory unit of GAO Capital. GAO Advisors helps family offices and foundations create hedge fund portfolios customized to their needs. Ms. Yak is primarily responsible for sourcing and researching new managers, with a focus on funds in Asia and trading-oriented strategies. Ms. Yak travels extensively and is fluent in English, Mandarin and Japanese.
Prior to establishing GAO Capital, Ms. Yak was Director of Research for a family office / fund-of-funds for a European family with significant businesses in Asia. Ms. Yak was responsible for building the firm’s research and portfolio management systems. She also headed selection and due diligence of hedge funds. Prior to that, Ms. Yak was in the Strategic Business Development Group (Internal M&A) at JPMorgan Chase and also at the Financial Institutions Group of UBS Investment Bank, both in New York and Tokyo.
Ms. Yak graduated summa cum laude from the University of Pennsylvania, with a B.S. in Economics from The Wharton School and a B.A. in Asian & Middle Eastern Studies and a minor in Mathematics from the College of Arts & Sciences. Ms. Yak is on the Advisory Board of the University of Florida, Department of Astronomy.
Ms. Yak travels extensively for work especially within Asia but also spends a significant amount of time in Greenwich, CT.
Angelo J. Robles is the Founder and CEO of the Family Office Association, a global membership organization of single family offices. Mr. Robles has written several books and numerous independently published articles, and has been quoted on family office topics for Bloomberg Radio & TV, Thompson Reuters, Institutional Investor, Registered Rep, HFM Week, Investment News, EurekaHedge, The Luxury Institute, The Greenwich Times and many others.
Mr. Robles had a successful career with positions at Arthur J. Gallagher & Co., UBS and New England Financial. He is the founder and past president of the New England chapter of the Hedge Fund Association, and was an Internet pioneer in retirement planning for Fortune 1000 executives with 401KRollover.com and IRARollovers.com, both of which he founded. Mr. Robles is a member of the Princeton Council on Family Offices and the NYU Stern Family Office Council.