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Team

Leadership

 

 

Thomas R. Livergood

Founder

 

Rachel D. Hyman

President

Tom Livergood founded The Family Wealth Alliance in 2003 and later created a sister company called Bespoke: The Private Family Advocate. 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 2000s, Tom was a Director at Family Office Exchange, charged with starting their MFO community. 

Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being 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.

Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America - including three times at Schwab’s IMPACT, as well as in London and Hong Kong. Tom has also appeared and been quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.

 

Rachel D. Hyman is Executive Director & President of 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 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.

     
 

Brooke Morimoto

Senior Director of Member Experience

 

Brandelynn Perry

Senior Director of Strategic Planning

Brooke Morimoto is the Senior Director of Member Experience for The Family Wealth Alliance.

In this role, Brooke is responsible for strengthening member and sponsor relationships through best-in-class CX, programming, and content, as well as designing comprehensive organizational processes. Prior to joining FWA, Brooke worked in the nonprofit sector in data management and strategic planning roles.

Brooke received her Master's degree in Public Administration from the University of North Carolina at Charlotte.

 

Brandelynn Perry is the Senior Director of Strategic Planning for The Family Wealth Alliance.

In this role, Brandelynn is responsible for driving long-term transformation initiatives and brand development as well as overseeing Alliance Research. Prior to joining FWA, Brandelynn worked in brand and business strategy for a number of start-ups as well as one of the Southeast's most decorated advertising agencies.

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

 

 

 

Team

 

 

Elaine Chandler, 

Events Manager

 

Emily Gorz

Program Manager

Elaine Chandler is the Events Manager for The Family Wealth Alliance.

In this role, Elaine is responsible for planning and executing events unlike anything else in the industry, with a focus on purposeful connections and seamless attendee experience.

Elaine is a Certified Event Planner Specialist and has over 20 years of experience in event planning and providing outstanding administrative and logistical support to senior-level executives, most recently within the Family Office team of Schwab Advisor Services.

 

 

Emily Gorz is the Program Manager for The Family Wealth Alliance.

In this role, Emily helps drive successful content and editorial strategy, event programming and logistics, and key member initiatives like Alliance Forte, Alliance Talks and our Young Professionals Network. Prior to joining FWA, Emily worked in the nonprofit sector in program management. 

Emily received her BA in Public Relations from Marquette University.

     
 

Casey Hebert

Manager of Member Experience

 

Katie Larson

Manager of Member Experience

Casey Hebert is a Manager of Member Experience for The Family Wealth Alliance.

In this role, Casey is responsible for providing a best-in-class member experience through thoughtful onboarding, the creation of Custom Member Plans, and facilitating intentional connections between members. Prior to joining FWA, Casey spent 18 years in the mortgage industry, most recently securing her VP title as a Regional Relationship Manager for Morgan Stanley.

Casey received her Bachelor of Science degree in Hospitality Management and Tourism from Northwestern State University.

 

Katie Larson is a Manager of Member Experience for The Family Wealth Alliance.

In this role, Katie is responsible for strengthening member relationships through best-in-class client experience and connecting members through curated and collaborative events. Prior to joining FWA, Katie worked as a relationship manager for RIA firms within the Family Office segment. 

Katie received her Bachelor of Science degree in Business Administration and Management from Carroll College.

 

 

 

 

Heather Moore

Member Experience Associate

 

Courtnee Murphy

Marketing Specialist

Heather Moore is the Member Experience Associate for The Family Wealth Alliance.

In this role, Heather delivers a best-in-class member experience by supporting all relationship management, programming, and event functions. Heather has a performing arts background and is active in the dance industry. Prior to joining FWA, Heather worked in higher education and fitness.

Heather received her BA from Columbia College Chicago and her MA from Laban Conservatoire of Dance.

 

Courtnee Murphy is the Marketing Specialist for The Family Wealth Alliance.

In this role, Courtnee is responsible for supporting strategic marketing initiatives and brand management. Courtnee has a multidisciplinary design background with experience in graphic design, web design, and UX design. Prior to joining FWA, Courtnee worked as a Visual Design Strategist in the sports and recreation industry.

Courtnee received her Bachelor of Science degree in Human Science from Florida State University.

     

 

 

Gabriella Vokaty

Office Manager, Executive Assistant

   

Gabriella Vokaty is the Office Manager and Executive Assistant for The Family Wealth Alliance.

She is responsible for providing operational and administrative support as well as coordination to senior members of The Alliance team. Gabriella has over ten years of administrative experience within the financial services sector. Prior to joining FWA, Gabriella worked as an Executive Assistant supporting a senior leader at an American global markets company.

Gabriella received her Bachelor of Science degree in Marketing from DePaul University.

   
     

 

Advisory Board

 

 

Neil Kreuzberger

President, Kreuzberger Associates

 

John Lotka

Founder, Maximum Impact Partners

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. 

 

     

   

Loraine Tsavaris

Retired Senior Advisor 

 

 

Loraine Tsavaris has over 40 years of client and management experience in the wealth management industry. She retired from Rockefeller & Co. in 2017, having served as senior client advisor and managing director working with HNW individuals, families and family offices since 2008. Prior to joining Rockefeller, Loraine was at US Trust for 37 years, where she served across a range of senior-level positions, and had a critical role in growing the company's various high wealth businesses 

In her last position, Loraine was managing director and principal of US Trust's multi-family office group, where she advised the company's wealthiest clients and developed the firm's UHNW worth business. Loraine sits on the Board of Directors of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware).