Team

LEADERSHIP

 

   
 

Thomas R. Livergood

Founder & Chief Executive Officer

 

Rachel D. Hyman

Managing Director, Relationship Management

 
 

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.

 
       
 

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.