Team

LEADERSHIP

 

 

 

 

 
     

 
 

Thomas R. Livergood

Founder & Chief Executive Officer

 

Rachel D. Hyman

Managing Director, Relationship Management

 

David Lincoln

Research Consultant

 
 

Tom Livergood is CEO of The Family Wealth Alliance, which he founded in 2003. In 2016, he also created a spin-off organization called Bespoke: The Private Family Advocate. Both are headquartered in Chicago. Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America and in London and Hong Kong, as well as appearing and being quoted in national print, broadcast, and online media. 

Tom grew up in a third-generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business -  first as a financial planner in the 1980s with CIGNA, then as a private banker with the Harris Bank of Chicago in the 1990s. In the early part of the last decade, Tom was a Director at Family Office Exchange, charged with starting their MFO Community. 

Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America. Among many volunteer positions, he was a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.

 

Rachel D. Hyman is Managing Director of Relationship Management for The Family Wealth Alliance. Rachel brings extensive experience in public, private, start-up, and non-profit entities such as Oracle, Motorola, E*Trade, and Kellogg School of Management. She built her career creating and nurturing strategic relationships at every level inside and outside an organization, and is a passionate catalyst across stakeholders, leveraging the power of exceptional communication and collaboration.

As Vice President of Marketing, Rachel established both E*Trade Financial’s first B2B Client Advisory Board and Oracle’s first Sales Advisory Board. She also founded a successful boutique consulting firm advising emerging technology, wellness, and higher education firms on marketing, strategy, and business development for over 20 years. Rachel is driven to make a positive impact through personal relationships and strategic initiatives at every stage of our growth.

Rachel holds an MBA from Kellogg School of Management at Northwestern University and a BS from The Wharton School at The University of Pennsylvania.

 

 
 

David Lincoln is a partner at WISE, a Washington, DC-based research and advisory services firm. In various capacities, David Lincoln has advised wealth management, family office and financial services executives for more than 15 years. David has written extensively on a broad array of wealth management issues and is a highly-demanded speaker at industry events and client meetings.

David joined Family Office Exchange (FOX) as Managing Director in April 2007 to develop and lead the firm’s research practice. Prior to FOX, David was the Practice Manager for The VIP Forum of the Corporate Executive Board, which serves as a best practices research advisor to 150 leading wealth management and private banking organizations globally. David also founded and managed the firm’s retirement services research practice.

David has a bachelor’s degree in economics and history from the University of Virginia in Charlottesville and a master’s degree in business administration with a concentration in finance from Columbia Business School in New York.

David’s wealth management-related areas of expertise include: ultra-high-net-worth and high-net-worth individuals; private banking, trust, brokerage and asset management; single and multi-family offices.

 
             
             
       
 

Kati Jendraszak

Director of Operations

 

Brooke Morimoto

Director of Strategic Programs

 

Brandelynn Perry

Director of Strategic Development

 
  Kati Jendraszak is the Director of Operations for The Family Wealth Alliance. In this role, she is responsible for assisting, organizing, planning, prioritizing and helping to execute the firm’s day to day business operations. Kati has over 10 years in business management experience, focused on issues including office operations, staff development, strategic planning and event management.

She received her BA in Psychology from Concordia University Chicago and her Master’s Degree in Education Psychology from The University of Southern Mississippi. 
  Brooke Morimoto is the Director of Strategic Programs for The Family Wealth Alliance. In this role, Brooke is responsible for organization programming, special projects, and editorial strategy, as well as the design and implementation of comprehensive organization processes. Prior to joining The Alliance, Brooke worked in the nonprofit sector in data management and strategic planning roles.

Brooke received her master’s degree in Public Administration and her BA in History and Political Science from The University of North Carolina at Charlotte.
 

Brandelynn Perry is the Director of Strategic Development for The Family Wealth Alliance. In this role, Brandelynn is responsible for driving long-term transformation initiatives and brand development as well as marketing and communication efforts. Prior to joining The Alliance, Brandelynn worked in brand and business strategy for a number of start-ups as well as one of the Southeast's most decorated marketing agencies.

Brandelynn received her Bachelor of Science degree in Communication from Boston University.

 
             
             
      ADVISORY BOARD      
             
             
       
 

Neil Kreuzberger

President, Kreuzberger Associates

 

John Lotka

Founder, Maximum Impact Partners

 

Mariann Mihailidis

J.D., CPA

 
 

Neil brings more than twenty-five years of executive search and human capital management experience to the clients he serves, and he is highly regarded nationally for the work he has done in the family office, wealth management and high-net-worth arenas. Neil has served as a trusted advisor to clients including single family offices, multi-family offices, captive investment management firms, investment companies, private foundations and privately-held and/or family owned businesses across many different geographies and levels of organizational complexity.

Prior to entering the executive search profession, Neil served as Chief Financial Officer for Walker Interactive, a $30 million venture capital-financed supplier of financial application software.  Neil started his career with KPMG Peat Marwick in San Francisco, and spent three years auditing technology, real estate and manufacturing-driven companies.  Neil holds an MBA in Accounting and Finance from UCLA, and is a licensed CPA (inactive) in California.

 

John has brought creative solutions to his clients for over 40 years. Since founding Maximum Impact Partners in 1998, he and his colleagues have helped over 100 firms in the U.S. and Asia improve the distribution of their products and services, build their brands and develop their greatest asset, their people.   

Over his career John has served as Chief Marketing Officer for Cole Capital Markets, as Director of Marketing Administration at Nuveen Investments, as a Partner at Frankel & Co., formerly the nation's largest independent marketing services agency, now part of Publicis and as Chief Operating and Chief Financial Officer of United of America Bank in Chicago.   

John is a graduate of University of Arizona with a Bachelor of Science degree in Business Administration. John lives in Scottsdale, AZ with his wife/business partner, Ami Tully Lotka and their daughter. 

 

Mariann operates as an independent moderator of family office executive councils, programs the family office track at the Southeastern Family Office Forum and sits on the Executive Committee, is a consultant to financially successful families, works with the Private Investor Coalition to grow their membership base and speaks at key industry meetings.

Mariann began her career in public accounting and later transitioned to a private law firm where she focused on estate planning and tax. She brought this experience to her position in the family office of a prominent Chicago business-owning family before joining Family Office Exchange, where she spent 22 years serving, mentoring and advising hundreds of family members and family office executives on issues ranging from governance and preparing the rising generation for leadership to legal structures and best practices for family office management. Mariann is a licensed attorney and CPA.

She received her BBA in accounting from the University of Notre Dame and her JD from IIT Chicago Kent College of Law.