2014 Wealth Advisor Forum Speakers
Jim Coutré, Partner, The Philanthropic Initiative (TPI)
Jim works with clients to articulate their visions and develop powerful strategies for achieving the change they want to bring about in the world. Whether within a family, foundation or corporation, Jim helps clients navigate organizational and personal dynamics and align efforts toward shared goals. Drawing upon two decades in communications and marketing, Jim helps clients build stronger, deeper connections with their internal and external constituent groups and helps connect their philanthropy to their institutional branding efforts.
When not advising clients, Jim leads TPI’s work to advance the professional advisor field. He conducts research, writes, and travels the country to train wealth advisors, attorneys and accountants to thinking beyond taxes and giving vehicles and engage their clients in values-and-goals-based philanthropy. Jim also develops special initiatives to broaden the understanding of strategic philanthropy and its most promising practices. He has appeared in the New York Times and speaks across North America on a wide range of topics including trends in effective philanthropy; connecting values, interests and goals; next generation engagement; employee engagement and volunteerism; and leadership within a philanthropic organization.
Gustavo R. Grodnitzky, PhD.
Dr. Gustavo Grodnitzky, better known as Dr. Gustavo, is an organizational consultant and clinical psychologist. He is currently the President of Gustavo Grodnitzky, PLLC, an organizational consulting firm in the Denver, Colorado, area. Dr. Gustavo specializes in leadership development, strategic and tactical planning, and creating change in organizational culture.
Over the past 15 years, Dr. Gustavo has provided more than 1000 corporate and public presentations in the areas of leadership development, strategic and tactical planning, and shifting organizational culture. He is currently in particular demand for his expertise in the areas of integrating a multigenerational workforce and creating cultures of success. He has worked extensively with a broad range of organizations, including: Mercedes-Benz, Eli Lilly, N.A.S.A.,Starbucks, BB&T, International Paper, and Blue Cross Blue Shield.
Dr. Gustavo has presented at a variety of national and international professional conferences and has written several manuscripts for publication. His most recent publication is a review of a text regarding Emotional Intelligence in the workplace. His upcoming book, “Culture Trumps Everything” will be published in 2014 by Blooming Twig Books, New York.
Mark McCarron, Vice President and Chief Investment Strategist, Drexel Morgan Capital Advisers
Mr. Mark McCarron designs and directs asset management strategies, manages client portfolios and relationships. Further, he oversees the manager research and due diligence process within equity, fixed income and alternative asset classes. Additionally, Mark sits on the firm’s Investment Committee and serves on its Board of Directors.
Prior to joining Drexel Morgan Capital Advisers, Mark worked at SEI Investments for 17 years, most recently as Managing Director and worldwide Client Investment Strategist for SEI’s largest private clients. Following work as an analyst and portfolio manager on their U.S. and International Equity portfolios, Mark relocated to London in 1999, as one of three founding members of the London-based investment team. Over the course of 10 years, Mark helped establish the investment approach used to manage both institutional and private client assets plus contributed to the growth of SEI’s global asset management business.
Timothy F. McCusker, CAIA, CFA, FSA, Chief Investment Officer, NEPC, LLC
Tim joined NEPC in 2006 and began his career in the investment industry in 2002. Tim is responsible for overseeing Investment Research at NEPC, a group of 50 professionals including dedicated teams focusing on Alternative Investments, Traditional Strategies, and Asset Allocation. As CIO, Tim leads investment strategy development for NEPC including market assessment and outlook, and communication of key themes and best ideas. Tim chairs the Partners Research Committee, and is a member of the Traditional and Alternative Research Due Diligence Committees and is the Co-Chair of the Asset Allocation committee. Additionally, Tim is a member of the firm's Management Group.
Prior to joining NEPC, Tim was an associate at Towers Perrin, where his responsibilities included preparing benefit valuation results, addressing plan asset-liability issues, conducting plan design studies, and determining the impact of different benefit strategies on corporate pension plans. He also consulted with and educated clients on emerging regulatory changes including the Pension Protection Act and new financial disclosure requirements and coordinated conversions of clients to a new valuation system.
Richard McGourty, Ph.D., Senior Consultant, Vantage Leadership Consulting
Rich McGourty is a senior consultant with Vantage Leadership Consulting, a Chicago-based firm that specializes in Strategic Talent Management. Vantage helps clients select, align, develop and advance the people required to achieve measurable business results.
Rich works in the area of business and organization effectiveness. His work divides into four categories: 1) executive/management assessment and development; 2) helping senior managers and teams formulate strategy; 3) working with boards, teams, and organizations that are experiencing problems or looking to move from good to great; and, 4) the design and delivery of management training programs.
Rich’s success stems in part from his ability to help individuals and organizations address the pressing needs of their business while taking into consideration the “shadow side” of organizational life – the knotty organizational and personnel matters which, if neglected, can undercut the best of plans.
Dennis Miner, Managing Director, NEPC, LLC
Dennis joined NEPC’s Private Wealth team in 2013 as a Managing Director.
Prior to joining NEPC, Dennis was a Co-Founder of Delegate Advisors, a new multi-family office. Before launching Delegate, Dennis was a Co-Founder and Managing Director of Morgan Creek Capital Management and led the marketing and client service teams. During his tenure, Morgan Creek grew from $500 million of assets under advisement (“AUA”) at inception in June 2004 to over $9 billion of AUA in March 2010. Prior to Morgan Creek, Dennis had over 17 years of experience serving the investment needs of wealthy individuals and family groups, including nine years at Credit Suisse First Boston (“CSFB”) and Donaldson, Lufkin & Jenrette (“DLJ”). As a Director in the CSFB Private Client Group, Dennis was responsible for over 60 relationships with clients having a net worth in excess of $100 million each. Dennis was a leader in building DLJ’s hedge fund, private equity and structured debt efforts.
David Ratcliffe, Managing Director, National Philanthropic Solutions, Sales Executive at U.S. Trust, Bank of America
U.S. Trust Philanthropic Solutions is nationally recognized as a provider of philanthropic strategies, nonprofit investment management and administration services, as well as donor development, board and staff consulting and individual philanthropic planning. In his capacity, David oversees institutional and private philanthropy nonprofit sales and consulting throughout the United States. His team of Philanthropic Sales Specialists work with nonprofit organizations to provide endowment management, planned giving management and administration, and philanthropic consulting. The team also works with private clients to develop and implement strategic charitable giving strategies including investment management, administrative and grants management services.
Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust
As a recognized leader and pioneer in family governance, Tom introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.
Tom joined Wilmington Trust in 2011 with more than three decades of experience in the wealth management industry. For over a decade, Tom has provided guidance and education to help prepare families as wealth is transitioned from generation to generation. He most recently served as managing director of family wealth services for BNY Mellon wealth management. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Tom served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s in Economics from Ithaca College.
Carl Robinson, Managing Partner, Vantage Leadership Consulting
Carl has spent the last 25 years assisting a broad range of businesses in the management of change and in developing effective leadership strategies. More recently, Carl has focused on early talent identification and accelerating the development of emerging executives. Carl is widely recognized for his public speaking and facilitation skills. He held a 16 year appointment as a lecturer at Northwestern University where he received an award for Distinguished Teaching and recently served as a visiting Associate Professor in Roosevelt University's graduate program in Industrial/Organizational Psychology. Representative clients include HCSC/BlueCross BlueShield, The Federal Reserve System, Diageo and Convergys Corporation. He obtained his B.A., magna cum laude, from the University of Colorado and holds both an M.A. and Ph.D. in Clinical Psychology from Loyola University of Chicago.
Christine E. Walker, CFP®, CIMA®, Vice President, Senior Portfolio Manager, Drexel Morgan Capital Advisors
In the role of Senior Portfolio Manager with Drexel Morgan Capital Advisers, Christine serves on the Investment Committee, manages client portfolios and relationships, and helps direct investment and asset management strategies.
Prior to joining Drexel Morgan, Christine was Senior Portfolio Manager for BNY Mellon Wealth Management in Philadelphia, PA where she delivered integrated portfolio and wealth advice and investment solutions to high net worth individuals and families to include traditional asset management and trust, alternative and opportunistic investments. Prior to her years at BNY Mellon, Christine worked at Lehman Brothers, where she worked with corporate executives to develop comprehensive wealth management strategies and portfolio recommendations. Christine began her career with The Vanguard Group and served as Manager in their Asset Management and Trust Division before joining Millennium Wealth Management, where she was responsible for financial planning and portfolio management.
FOX Facilitators and Speakers
Amy Hart Clyne, Executive Director, Market and Content Development, Knowledge Center
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
Charles B. Grace III, Managing Director
Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.
Sara Hamilton, Founder and CEO
Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 330 globally-minded family enterprises based in 23 countries.
Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2009, FOX celebrated its 20th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors.
Ms. Hamilton is the co-author of a new book called Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. She serves on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago.
In 2009, 2010 & 2011, Ms. Hamilton was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network.
Prior to founding FOX, Ms. Hamilton worked in marketing and strategy at Harris Bank and AT&T Information Systems. Ms. Hamilton holds a Bachelor of Arts degree from Vanderbilt University and an MBA from the University of North Florida.
Alexandre Monnier, President
Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices.
Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe.
Michael Sallas, Director of Educational Programs and Design
Michael Sallas serves as Director of Educational Programs and Design for Family Office Exchange and is responsible for the efficacy of learning strategies dedicated to improving performance of member families, family office executives and advisors within the family wealth industry. As a life-long educator, Sallas has designed, developed and delivered learning opportunities in the public, private and non-profit sectors and has worked globally to serve learners in 87 countries. Included in his experience has been providing customized adult learning content—print, live and online—for multiple public and private sector owners inclusive of the Department of State, Department of Transportation, National Institutes of Health, Department of Health and Human Services, FBI, CIA, all branches of the military, the Walt Disney Corporation and several U.S. multi-national companies operating abroad.