Thomas Livergood is Founder & Chief Executive of The Family Wealth Alliance. Tom and the firm have been recognized as an innovative leader in the family wealth space. In 2011, the firm was bestowed the “Outstanding Contribution Award” by Private Asset Management at its annual black tie gala in New York. Later that year, Tom was named by the same organization to its “Power 25.” He was again honored in 2012 as one of six pioneers in winning Family Office Review’s inaugural “Industry Leadership Award” and in 2014, the same organization bestowed The Alliance with the “Family Office Organization of the Year” award.
Campden Wealth asked Tom to speak at both its European and Asia Pacific Family Office Conferences in London and Hong Kong, respectively, and he has twice been a panelist at the Milken Institute’s Annual Global Conference in Beverly Hills. Tom was the opening session speaker at the IIR Family Office Forum and has spoken at the IMCA National Conference, the Schwab IMPACT Conference, and he has been the lead-off faculty member for the Chubb Advanced School and a guest faculty member for The Northern Trust Wealth Advisor Summit. In addition, he has addressed the annual meetings and special gatherings by invitation from organizations such as Brinker Capital, HUB International, Marsh, Pitcairn, and State Street Corporation, as well as the Alpha Group.
Prior to founding The Alliance in 2003, Tom was a Director at Family Office Exchange during the early 2000s, a Vice President at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s. Among many volunteer positions, he served on the founding national board of the 30,000-member Financial Planning Association (FPA) during its merger of two predecessor organizations. In the mid-1990s, Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America. A double graduate of Bradley University, he holds the BA degree in Liberal Arts (1977) and the MBA in Finance (1979).
Suzanne joined Family Wealth Alliance in 2018 with primary responsibility for developing and managing relationships with executives in the family wealth community. Functioning as the firm’s lead client advocate, she has focused extensively on identifying and creating customer-centric solutions for family offices and intermediaries in the wealth management space. In 2019, the scope of Suzanne's responsibilities were expanded to include management of programming and strategic initiatives.
Suzanne brings 20 years of experience working with and understanding the needs of institutional investors and service providers in the financial services community. She previously held leadership roles in investor and client relations at firms including Echo Global Logistics, Duff & Phelps Investment Management Co. and Macerich. Her accomplishments have ranged from creating the communications and marketing strategies that target investors and other professional audiences to streamlining and automating client service processes and operations.
Suzanne is currently an advisory board member with Selah Freedom, where she actively assists in raising funds to fuel the organization’s growth. She also contributes her time as a consultant at Taproot Foundation and as a mentor at 1871. She previously served on the Board of Directors of America Scores-Chicago. She holds a private pilot’s license.
Suzanne earned an MBA in Marketing and Strategy from the Kellogg School of Management at Northwestern University, and a BS degree in Finance from Boston College.
Robert Casey is Senior Managing Director of Research for The Family Wealth Alliance. He leads all of the firm’s Alliance Research activities, as well as serving on certain consulting assignments and in presenting the findings of The Alliance’s research and insights at various Alliance and third party gatherings.
Previously, Bob developed Wealth Manager magazine and served as founding editor until its sale by Bloomberg LP in 2005. He is the former managing editor of American Banker, founding editor of Your Company magazine (now Fortune Small Business) and the original planning editor of Money for USA Today. He is a graduate of The Wharton School of the University of Pennsylvania (MBA), the Medill School of Journalism of Northwestern University (BS, MS) and holds a certificate in financial planning from New York University.
Kati Jendraszak is the Director of Operations for The Family Wealth Alliance. In this role, Kati is responsible for assisting, organizing, planning, prioritizing and helping to execute the firm’s day to day business operations. Her background encompasses a range of roles including a focus on Higher Education where her specialties centered around student affairs, counseling, crisis response/intervention, event planning and strategic planning. Kati received her BA in Psychology, from Concordia University Chicago and her Master’s Degrees in Education Psychology from The University of Southern Mississippi. Kati is excited to celebrate her one-year anniversary with The Family Wealth Alliance and is eager to see what the next year has in store for her.
Brooke Morimoto is the Director of Strategic Programs for The Family Wealth Alliance. In this role, Brooke is responsible for organization programming, special projects, marketing 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 a BA in History and Political Science from The University of North Carolina at Charlotte.
Dan Zamarelli is the Marketing Coordinator for The Family Wealth Alliance. As Marketing Coordinator, Dan’s primary responsibilities are to plan and execute the firm’s social media and email marketing communications strategies, and to promote and maintain member adoption of the Alliance’s new internet portal. Dan holds B.A. degrees in Creative Writing and Psychology from DePaul University (2018).