You can learn more about our line up of speakers below.
Note: Speakers listed in the order they appear in the program.
|
Rachel D. Hyman is President and Executive Director of The Family Wealth Alliance. In this role, Rachel leads day-to-day operations, team management, relationship management, and business development for FWA. Rachel brings extensive experience in public, private, start-up, and non-profit entities such as E*TRADE and Oracle. 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. Rachel is driven to make a positive impact through personal relationships and strategic initiatives at every stage of our growth. |
Harvard Physician
Author, The Five Resets
Dr. Aditi Nerurkar is a Harvard physician with expertise in the science of stress, resilience, burnout and mental health. She is a lecturer at Harvard Medical School in the Division of Global Health & Social Medicine and serves as the Co-Director of the Harvard Clinical Clerkship in Community Engagement. Her work has been featured in Wall Street Journal, Forbes, CNN, and Oprah Magazine. Her published research can be found in The Journal of the American Medical Association (JAMA). She is also an on-air medical commentator for various media outlets including MSNBC and NBC News.
Dr. Nerurkar’s debut book, The Five Resets: Rewire Your Brain and Body for Less Stress and More Resilience, is an accessible health-meets-self-help guide offering a reimagined approach to overcoming stress and burnout using five small but mighty mindset shifts. It was named a “must-read” by Adam Grant and Malcolm Gladwell’s Next Big Idea Club and “best new book” by the New York Post.
Founder
The Family Wealth Alliance
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.
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).
Managing Partner
Advisor Growth Strategies
John Furey is the Managing Partner of Advisor Growth Strategies, LLC (AGS), a leading management consulting and transaction advisory firm serving the wealth management industry. AGS provides business management solutions for independent advisory firms seeking to grow their business and for financial advisors in transition. AGS has consulted with 350+ firms nationwide representing over $450 billion in investable assets. Prior to founding AGS, Mr. Furey was the Managing Director of strategic business development for Schwab Advisor Services™, where he was responsible for Schwab’s national program and sales efforts to attract new independent advisors. Mr. Furey is a recognized industry expert, thought leader, and a noted speaker at financial industry conferences. He is the author of numerous research reports and has been quoted in leading industry and national publications. Mr. Furey has been recognized as one of the most influential people in financial services by Investment Advisor magazine (the “IA25”). Mr. Furey earned a bachelor’s degree in accounting and economics from the State University of New York and a master of business administration degree from Arizona State University.
Chief Executive Officer
Callan Family Office
Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.
Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.
In 2008, Jack joined Calibre, Wachovia’s ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.
Jack graduated from Saint Joseph’s University in Philadelphia with a bachelor’s degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women’s Team Member Network.
Chief Executive Officer
Wealthspire Advisors
Mike LaMena is the Chief Executive Officer of Wealthspire Advisors and brings nearly three decades of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financial advice inspires his enthusiasm to serve clients and expand the business. Throughout his time at Wealthspire, Mike has helped grow the organization to over $28 billion in AUM with 24 offices across the country and more than 370 employees.
Prior to joining the firm, Mike spent seven years at HighTower, serving as President and Chief Operating Officer, playing an instrumental leadership role in scaling the business from a start-up organization to a nationally recognized financial services firm. He began his career in financial services with a 14-year tenure at Morgan Stanley & Co., where he served as Executive Director of Private Wealth Management Operations in New York, as well as Executive Director of Private Wealth Management for Asia in Hong Kong.
Mike is a frequent speaker at national industry conferences and has appeared on multiple podcasts, in videos, and in the media. In 2024, he was named “CEO of the Year” at the annual RIA Intel awards.
Mike is the host of Wealthspire Advisors’ podcast, Great Aspirations, which highlights stories of people who live life with purpose and the impact of deep, personal financial planning on their journey to fulfillment. He is also an outspoken advocate for education and served as a volunteer high school teacher at Mount St. Michael Academy in the Bronx, NY before starting his career in financial services. Under his leadership, Wealthspire promotes an inclusive culture of learning and growth; he is a committed ally for DEI initiatives in the industry, participating in leadership groups and educational panels dedicated to promoting diversity, equity, inclusion, and belonging in the workplace.
Partner, Chief Investment Strategist
Matter Family Office
Thierry joined Matter in 2013, bringing years of experience in family office and wealth management. He previously worked in investment research and portfolio management roles at Convergent Wealth Advisors and GenSpring Family Office. At Matter, Thierry leads the firm’s investment committee, oversees its investment platform, and serves as a strategic advisor for Matter families. He loves tapping into his financial knowledge and expertise to help his clients make informed, tactical decisions around their wealth and enjoys collaborating with them to build long-term investment plans that support their vision and goals. A Wake Forest University graduate, Thierry has a diverse international background. He’s active in his community, serving as an assistant coach for the John Burroughs School Varsity football team in St. Louis.
Chief Operating Officer, Advisor & Partner
Quantum Financial Advisors
Scott Swanson is a founding partner of Quantum Financial Advisors, LLC, where he serves both as Chief Operating Officer and a Financial Advisor. In his dual roles, Scott leads operations initiatives with a focus on technology, efficiency, and automation while ensuring the client experience is the primary measure of success.
Prior to financial services, Scott managed nationwide sourcing and specification planning in the mobile communications industry for nearly a decade. Since 2015, he has been dedicated to guiding clients through comprehensive financial planning, while also leading technology initiatives for the firm.
Outside of his professional endeavors, Scott enjoys traveling, spending time in his Venice neighborhood with his partner and their rescue dog, Mika, and staying abreast of the latest gadgets. Scott holds a Mechanical Engineering degree from the University of California, Los Angeles (UCLA), and is a CFP® professional.
Partner, US Family Office Leader
PwC
Danielle is an advisory partner leading PwC's family office services in the U.S. She advises clients on the unique needs of family offices and private business and wealth owners in the areas of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.
Prior to joining PwC, Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.
Danielle graduated summa cum laude from Augustana College and has attended Northwestern Kellogg Family Business Advanced Education Program. She is a licensed CPA and an Elijah Watt Sells Award recipient.
CEO and Co-Founder
Doyenne Wealth Advisors
Mary Claire Allvine co-founded Doyenne Wealth Advisors, LLC in 2022. By combining financial intelligence with emotional intelligence, Doyenne seeks to change the way of wealth. Doyenne advisors integrate client families’ investment, estate, tax, cash flow, charitable, and intergenerational plans to achieve their individual goals. Doyenne serves more than 170 families in 31 states, representing more than $3 billion of investment assets.
Prior to founding Doyenne Wealth Advisors, Ms. Allvine spent 25 years at another registered investment advisor in Chicago where she became the first woman and youngest equity owner.
Ms. Allvine received an AB from Princeton University and an MBA from University of Chicago’s Graduate School of Business. A CERTIFIED FINANCIAL PLANNER™ practitioner, she co-authored a financial planning book for young couples entitled The Family CFO (Rodale 2004). She has written financial planning articles for several national publications and been quoted in the national media.
Personally, Ms. Allvine calls Atlanta home, where she and her husband, Doug, are almost empty nesters. Ms. Allvine sits on the executive board for The Merian Ensemble, a chamber group devoted to performing and commissioning works by women composers. She also serves emeritus trustee for the First Presbyterian Church of Atlanta while leading the Princeton Women’s Network in Atlanta. In her free time, she can be found competing in triathlons and trying to refresh rusty piano skills.
President
Pathstone
Kelly Maregni is the President of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. Kelly is the strategic leader and visionary of the Advisory practice, which includes Investment Advisory, Research, Tax, Accounting, Wealth Planning, and the Regional Leadership Teams. Kelly is a shareholder, a voting member of the firm’s Investment Oversight Committee, and a member of the Executive Leadership Team. Prior to her role as President, she served as the Chief Advisory Officer at Pathstone.
Senior Vice President
Sequoia Sentinel Family Office
Angela is a strategic leader for Sequoia Sentinel Family Office and is responsible for contributing to the overall vision and execution of the team. Angela has a passion for solving complex problems and moving families and teams forward to meet their goals. She has spent the past 25 years as an advisor to Fortune 500 executives, privately held business owners, family offices, large public foundations and private family foundations in addition to leading advisor teams. She is currently responsible for leading the advisory team for a few families in addition to continuing to build out the service offering and delivery model for Sentinel Family Office.
Angela comes to Sentinel Family Office through an acquisition, where she led her prior firm’s integration into Sequoia. Given her experience in the industry and through the acquisition process, she also spends time with prospective firms and recently acquired firms to assist in the process of bringing the teams together. Angela is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Advisor in Philanthropy (CAP), and has her Series 65 license. She has a BSBA in Finance and Economics from Central Michigan University and an MSFS in Financial Planning from the College for Financial Planning.
Managing Partner, Family Office Services
Clearwater Capital Partners
John W. Sleeting is an Executive Partner at Clearwater Capital Partners and Managing Partner of Clearwater Capital’s Family Office Services. With over thirty years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful ultra-high-net-worth individuals and families in the development and integration of estate and financial planning strategies, investment portfolio management, estate and wealth transfer strategies, strategic philanthropy and administration, cash-flow planning, risk management insurance solution structuring, as well as family governance and education.
John has a Bachelor of Science (B.S.) Degree in Management with Honors from the United States Coast Guard Academy and a Master of Business Administration (MBA) with a concentration in Finance from the University of Maryland’s Robert H. Smith School of Business. John’s professional development includes Yale University’s Endowment Institute, GE’s Executive Management Development Course, and GE’s Advanced Financial Management program.
SVP, Private Wealth Advisor Lead
Westwood Wealth Management
Suzy Conley brings more than 25 years of experience working closely with UHNW families, family offices, foundations and endowments to design and implement thoughtful wealth management and investment solutions that integrate tax, estate, philanthropic and legacy planning objectives. She is passionate about providing peace of mind for her clients, freeing them from the burden of managing significant wealth and enabling them to focus on other important priorities in life and/or business. Suzy has extensive experience serving nonprofit organizations, helping them achieve their investment goals and maximize their impact on communities around the world.
Prior to joining Westwood in 2024, Suzy served as Director, Family Office at Baker Tilly, where she helped launch the family office practice and was responsible for managing ultra-high net worth client relationships by supporting and managing multidisciplinary teams and projects to serve client needs around family office services. From 2004 to 2022, Suzy was a managing director and senior relationship manager with CIBC Private Wealth in Dallas and Austin. Additional prior roles include Assistant Director, Principal Gifts at Stanford University; investment advisor in Private Wealth Management for Morgan Stanley; and financial analyst at Goldman Sachs.
Suzy has an MBA from Stanford University and a BA in Economics and Political Science from Colgate University. She also holds a certificate in Applied Compassion Training from Stanford CCARE and a certificate in Functional Medicine Coaching. Suzy is a member of the Purposeful Planning Institute, a community of professionals dedicated to mastering the art and science of human dynamics and family governance.
Originally from the East Coast, Suzy resides in East Dallas with her two teenage children and rambunctious golden doodles.
Senior Lead Advisor
The Foster Group
Ashlee Vieregger serves as a Senior Lead Advisor at Foster Group, guiding and advising ultra-high net worth client families across generations on the financial journey of a lifetime. She is passionate about people and believes that a meaningful conversation can change the world.
To Ashlee, nothing is more rewarding than helping her clients work toward their goals, regardless of size or complexity. She brings a warm, open approach to every client relationship and is a servant leader at heart. Beyond providing financial advice and counsel, Ashlee frequently acts as a listening ear, confidante, and sounding board for her clients.
Prior to joining Foster Group in 2021, Ashlee spent six years providing wealth management services as part of a comprehensive trust offering. Prior to that, she spent nearly four years at a fee-only financial advisory firm in St. Louis, Missouri.
In recognition of her professional achievements and community involvement, Ashlee was named to the 2021 American Bankers Association 40 Under 40 in Wealth Management and the 2020 Des Moines Business Record Forty Under 40 list of honorees.
General Counsel & Corporate Secretary
Laird Norton Wetherby
Jacki Badal oversees all legal, regulatory, and risk management functions at LNW. She also counsels the Board of Directors as corporate secretary and manages the company’s employee ownership program.
Jacki brings deep and diverse legal experience to her work. Prior to joining LNW, she was an attorney for Cascade Asset Management Co., which manages the assets of Bill Gates and the Gates Foundation trust. Before that, she worked at a registered investment advisor focused on alternative investments and at a global law firm. She is a graduate of Georgetown University Law Center and California State University, Fresno.
Chief People Officer
Aspiriant
Summer joined Aspiriant in 2021 as the Chief People Officer. She has more than 14 years of experience within the field of Human Resources. In addition to her Chief People Officer responsibilities, Summer is also a member of Aspiriant’s Executive, Compensation, and Operating committees.
Prior to joining the firm, Summer spent two and a half years at Cetera Financial Group focusing on talent development, organizational design, and change management. She also worked as an HR Director for IMT Residential and held various HR roles at Nestle. Summer earned a B.S. degree in Psychology from the University of La Verne, where she was a member of the swim and water polo teams. She earned her Professional in Human Resources designation in 2014.
Partner
Brown Advisory
Randy is a partner and senior advisor for Family Office solutions. He joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Randy’s experience includes managing director of Bank of America’s mid-cap investment banking group and senior vice president in the corporate finance group of Bank of America’s predecessor institution, NationsBank.
Co-Chief Executive Officer
Versant Capital Management
Royce Ramey, CFA, is the Co-Chief Executive Officer of Versant Capital Management, where he drives the firm’s long-term vision, strategic planning, and organizational leadership. He collaborates with Versant’s Wealth Advisors to deliver comprehensive family office service, drawing on his expertise in investment management, portfolio construction, tax planning, wealth transfer strategies, trust and estates, and family governance.
In addition to client services, Royce leads Versant’s initiatives in talent development, technology integration, service line optimization, and the professionalization of the firm’s holistic wealth management platform.
Royce joined Versant in 2023, establishing the firm’s Dallas office. Previously, he served as Managing Director and Chief Experience Officer at Tolleson Wealth Management in Dallas, where he was the primary advisor for private wealth management clients. During his tenure, he contributed to the firm’s Executive, Investment, Trust, and other key oversight committees. Earlier in his career, he provided family office services to ultra-high-net-worth families at GenSpring Family Offices in Phoenix. Royce is also a sought-after speaker, having shared his expertise through keynote sessions and panel discussions on organizational development within multi-family offices.
A graduate of Texas Tech University, Royce graduated summa cum laude with a Bachelor of Business Administration in Finance and a Master of Science in Finance. As a Chartered Financial Analyst® (CFA) charter holder, he is a member of the CFA Institute and its Dallas-Fort Worth Society.
Royce is deeply engaged in his community, serving on the Board of the Perot Museum of Nature and Science, where he chairs the Investment Committee and is a member of the Executive and Finance and Audit Committees. He also serves on the Board of the Dallas Zoo.
Outside of work, Royce enjoys playing golf and tennis, traveling with his wife to explore new destinations, and spoiling their Belgian Malinois rescue dogs.
Founder & President
Kathy Freeman Company
Kathy is the Founder and CEO of Kathy Freeman Company, a premier search partner for investment firms looking to hire top executive talent to power their growth and rise above the competition. Kathy Freeman Godfrey founded the firm in 1992, and for over 25 years, has identified, attracted, and assessed executive and leadership talent across the investment industry. Her unparalleled understanding of the industry, national network of relationships, process, and judgment has earned her a reputation for excellence. Over 99% of the firm’s engagements have resulted in a successful fit – an exceptional track record in executive search.
A frequent speaker and writer on talent management and diversity topics, Kathy Freeman Godfrey has contributed to articles found in Fundfire, Financial Advisor IQ, Financial Planning, Family Wealth Report, Ignites, and Private Asset Management. Kathy has been on the podium and panels for various conferences including the IAA, The Family Wealth Alliance, MMI Leadership Summit, Schwab Impact and the Deals and Dealmakers Summit. Kathy Freeman Godfrey earned a Bachelor of Science degree in Marketing from California State University, Chico. She and her husband reside on the Central Coast of California.
Partner, Director of Business Consulting
The Ensemble Practice
Brandon is a Partner at The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice and the leading business management consulting firm for the financial services industry. He focuses on assisting financial advisors growing their business to manage capacity and maximize sustainable and transferable value.
Mr. Odell leads the Ensemble Practice Institute, a progressive management program for growing ensembles, and is a leader of the G2 Leadership Institute. Brandon also contributes his research expertise to ongoing efforts to benchmark the growth of the industry, including participating in the leading advisor compensation and staffing study, conducted by Ensemble.
Mr. Odell has spent the past two decades working with financial industry clients including independent advisors, broker dealers, product companies, and solution providers. Brandon is a CFA® charterholder and has an MBA from Thunderbird School of International Management.
Managing Partner
Burnfin Spidel
Prior to founding Spidel Burnfin in 2007, Tim spent 11 years with the international search firm SBR, working in their Nashville and Chicago offices. Tim has run a successful desk in the wealth management industry since he began in this profession in 1996.
He represents companies that include single family offices, multi-family office groups, fee-based Registered Investment Advisors (RIAs), and investment management firms. Although Spidel Burnfin is based in the Midwest, the firm serves clients nationwide. Tim is an active member of IRSA (International Retained Search Association), The Family Wealth Alliance, and the UHNW Institute and is a regular attendee at the Heckerling Institute on Estate Planning.
Tim grew up in the small town of Kendallville, Indiana before attending Indiana University, where he graduated with a degree in Health Administration. After spending some wonderful years living in Nashville and Chicago, Tim and his family moved to the Indianapolis area. Tim, his wife, and their three children currently reside in Carmel, IN with their dog, Theo.
When he isn’t recruiting, you’ll find him volunteering with the wonderful Indianapolis-based charity Dayspring Center, seeing live music, supporting his Chicago Cubs and Bears teams, and spending time with family. Tim is also an aficionado when it comes to 80s music (particularly the "hair bands")!
President & CEO
Market Street Trust Company
As President and CEO of Market Street Trust Company, Kara is committed to fostering a culture of excellence, innovation, and care for both clients and employees. She was drawn to Market Street’s unique position as a boutique shared-family office with over a century of experience, a legacy of innovation, and a distinctive client-owned model that sets it apart in the industry.
Market Street's mission is to provide multigenerational families with personalized wealth management strategies, offering all the benefits of a single-family office without the administrative burden. By harnessing the collective wisdom developed over nine generations, they provide families with comprehensive financial services, including tax strategy, financial planning, trust and estate management, and investment oversight. Alongside these services, they guide families on best practices in family governance, next-generation wealth stewardship, and philanthropic strategy—all with an emphasis on preserving values and creating enduring legacies.
Kara's leadership approach is rooted in delivering an exceptional experience for both clients and employees. She works closely with Market Street's client-family owners, Board of Directors, and Leadership Team to ensure every interaction is built on a foundation of deep understanding, trust, and innovation. With a strong focus on cybersecurity, integrated technology, and forward-thinking advancements, she leads Market Street in enhancing the client experience while creating an inspiring and empowering workplace for their team.
She believes in the power of optimism, ingenuity, and collaboration to create an organization that stands out in the industry while making a meaningful impact on the lives of those they serve. With three decades of experience in financial services, she has had the privilege of leading diverse teams of financial planners, trust officers, portfolio managers, and innovation specialists. She holds a Master of Public Administration (MPA) from Cornell University and a Bachelor of Arts (BA) in English from Roanoke College.
Outside of work, Kara resides in Ithaca, NY, with her husband, two children, and three dogs, where she enjoys the many outdoor activities the region has to offer. She currently focuses her energy on the Life Is Good Playmaker Project because she believes play is fundamental to helping children heal and thrive. As Chair of the Board, she is proud to support this incredible organization, which equips early childhood professionals with the tools to foster resilience and optimism in kids facing adversity. Seeing the transformative power of play and positivity inspires her every day.