2015 Wealth Advisor Forum Speakers
John Benevides, President, CTC/myCFO
John Benevides is the President of CTC | myCFO, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. John joined the organization in 2010 and has more than 20 years of financial services experience and insight. He provides vision, strategy and operational leadership in service to clients across the full suite of family office and investment services. John helps ensure clients successfully navigate the often complex issues high wealth brings. John has helped CTC | myCFO become recognized for offering one of the most comprehensive suites of services tailored to this unique market.
Sarah Biggerstaff, Lecturer, Yale School of Management
Sarah is currently a Lecturer in the Practice of Leadership and leadership coach at Yale School of Management. In this capacity, she teaches the core course Leadership Practicum and works one-on-one with MBA, Executive MBA, and Master of Advanced Management student leaders to facilitate their development. Sarah uses a combination of humor, candor, and support to help leaders see new possibilities and take new actions as leverage for personal growth and organizational change. She believes that there is no one-size fits all approach to leadership and works with clients to help them explore and develop their own authentic style.
Sarah also served as an officer in the military and personally understands the challenges, demands, and pleasures of leadership. This background, combined with her experience as a change management consultant and coach, gives her a unique perspective into the world of leadership.
Karen A. Bouche, CTFA, Executive Vice President, Family Office Advisor, Greenleaf Trust
As part of the Family and Foundation Services Division, Karen is responsible for providing world-class service to high net worth families including generational holistic wealth management, trustee and private foundation services, as well as highly personalized coordination of solutions to complex family needs. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Financial Advisor and has nearly 20 years of experience in the financial industry.
R. Kelly Crace, Associate Vice President for Health & Wellness, College of William and Mary
Kelly is the Associate Vice President for Health & Wellness at the College of William & Mary. He is a licensed psychologist, the co-author of the Life Values Inventory, and creator of The Life Values Inventory Online, an online mini-course for values clarification and personal development. He has published and presented in the areas of values, flourishing, transition, identity development, and multi-generational family organizational development. He is president of Applied Psychology Resources and has conducted over two thousand seminars for academic, business, and sport groups. He has served as director of two college mental health centers at Duke University and at the College of William & Mary. He received his academic and clinical training from Vanderbilt University, the University of North Carolina at Chapel Hill, and Duke University. He is co-inventor of a U.S. Patented Interactive Sports Simulator System designed for scientific and entertainment application. Kelly was the recipient of the Chambers-Reid Award for Professional Excellence at William & Mary.
Ben Dattner, Ph.D., Principal, Dattner Consulting LLC
Ben is an executive coach and organizational development consultant. He has helped a wide variety of corporate and non-profit leaders, teams, departments and organizations become more successful by developing and utilizing a better understanding of the impact of individual psychology and group dynamics on all aspects of their performance. His executive coaching and consulting services enable organizations to achieve higher returns on their human capital investments by making better hiring and staffing decisions, enhancing the professional capabilities of executives, managers and employees, configuring teams more effectively, and improving communication and collaboration.
Ben received a BA in Psychology from Harvard College, and his MA and Ph.D. in Industrial and Organizational Psychology from New York University, where he was a MacCracken Fellow. His doctoral dissertation analyzed the relationship between narcissism and fairness in the workplace, and his masters thesis examined the impact of trust on negotiation. Before graduate school, Ben worked at Republic National Bank of New York for three years, first as a Management Trainee and then as Assistant to the CEO. After graduate school, Ben was Director of Human Resources at Blink.com before founding Dattner Consulting.
Ben is an Adjunct Professor at New York University where he teaches Organizational Development in the Industrial and Organizational Psychology MA Program in the Graduate School of Arts and Sciences, and has taught Strategic Career Management in the Executive MBA Program at Stern Business School. Ben is also an Adjunct Coach at the Center for Creative Leadership. Ben is a member of the Society of Industrial and Organizational Psychology, The Society of Consulting Psychology, and the Metro New York Applied Psychology Association.
Jennifer Dempsey Fox, Senior Vice President and Managing Director of Wealth Strategy, Hawthorn, PNC Family Wealth
Jennifer Dempsey Fox is a Senior Vice President and National Managing Director of Wealth Strategy for Hawthorn, PNC Family Wealth, a business dedicated to serving the needs of individuals and families with investable assets in excess of $20 million. In her role, Jennifer is responsible for managing the Wealth Strategy practice within Hawthorn, which leads the planning process, integrating clients’ financial, estate, tax and philanthropic considerations and preferences. In addition, Jennifer leads the Hawthorn Institute. The Hawthorn Institute provides analysis and commentary on integrated wealth management topics including family legacy, multi-generational education, strategic philanthropy and wealth and business succession planning.
David L. Donabedian, CFA, Chief Investment Officer, Atlantic Trust
Dave Donabedian is chief investment officer of Atlantic Trust, serving in that capacity since 2009. His responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. As a leading investment expert, Dave frequently appears on television networks, including CNBC and Bloomberg Television, and provides insights in publications such as Barron's and The Wall Street Journal. Previously, from 1996-2006, he was managing director and chief economist at Atlantic Trust, serving on the Asset Allocation, Multi-Manager, and Investment Policy committees and leading our Baltimore and Washington, D.C., offices. Prior to becoming CIO for Atlantic Trust, Dave served in a similar capacity at Ashbridge LLC, a Philadelphia-based multi-family office. Dave received a Bachelor of Science in economics and a Bachelor of Arts with honors from the Wharton School at the University of Pennsylvania. He subsequently earned a Master of Business Administration degree from Columbia University with a concentration in finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Dave serves on the board of directors for Monarch Academy, a Baltimore-based charter school system.
Martina A.R. Frangis, Managing Director, Atlantic Trust
Martina Frangis is a senior relationship manager with more than 17 years of experience in the trust and financial services industry. She leads and supports a team that cares for some of the Boston office's largest family relationships. Martina works closely with clients and their advisors to create and implement tailored wealth management solutions to meet her clients' financial and estate-planning goals. She is a member of the firm's Discretionary Distribution Committee and can been seen leading and contributing to various Employee Engagement and Women’s initiatives. She also has management responsibility for the Boston office through her inclusion on the Boston Advisory Team. Prior to joining Atlantic Trust in 2001, Martina served in the trust departments of both Citizens Bank and Fleet Bank. Martina earned her Bachelor of Arts, cum laude, from Salve Regina University and a Juris Doctorate from Roger Williams University School of Law. Outside of the office, Martina has been involved in development initiatives for the Philanthropy Department and served on the Patient & Family Advisory Council for Women & Infants' Hospital in Providence. Much of her free time is spent outside of baseball diamonds throughout southern New England cheering on her three sons.
Glen W. Johnson, Managing Director, Mirador Family Wealth Advisors
Glen Johnson is the Chief Operating Officer of Mirador Family Wealth Advisors and is responsible for the development and coordination of products and services necessary to meet the needs of multi family office clients. Prior to joining Mirador, Glen led the West Michigan Advisory Team for Fifth Third Private Bank and provided relationship management and wealth planning services as well as tax and business transition consulting to Private Bank clients. Glen played an active role in developing equity risk management strategies for clients with concentrated stock holdings. He has 16 years of experience as a business attorney representing entities and individuals across a broad range of complex legal issues, including SEC and regulatory compliance. Prior to joining the Private Bank in July 2003, Glen served as senior counsel to a consolidated gas company, with extensive involvement in natural gas related trading.
Chris A. Lowry, CFA, CPA, Director, Asset Consulting Group
Chris is a Senior Consultant in our private client advisory practice where he is responsible for a wide array of client initiatives. Prior to joining the ACG, Chris was with a $3 billion high-net-worth family in Atlanta, GA, for 10 years, the last six of which he served as the investment manager. His responsibilities included coordinating investment strategy with the family's estate plan, overseeing all third-party investment managers and private equity and direct investments, and planning and executing family meetings and educational programs. Chris was previously a Senior Accountant/Financial Analyst with ING Group and prior to that was an Audit Staff/Senior Accountant with Price, Waterhouse in Washington, DC.
Diana Nawi, Associate Curator, Perez Art Museum Miami (PAMM)
Diana Nawi has served as associate curator at Pérez Art Museum Miami (PAMM) since 2012. While at PAMM she has organized newly commissioned projects with numerous artists including, most recently, Iman Issa and Shana Lutker. In 2014, Nawi curated the first solo museum presentation of the work of Adler Guerrier and published an accompanying monograph. In 2015, she is curating a mid-career survey with Nari Ward. In addition to organizing exhibitions, Nawi also works to develop public programs and to grow the museum’s collection of modern and contemporary art. Prior to joining PAMM, Nawi worked as assistant curator on the Abu Dhabi Project of the Solomon R. Guggenheim Foundation in New York. She holds a BA from the University of California, Los Angeles, and an MA from the Graduate Program in the History of Art at Williams College.
Daniel C. Tarlas, CFA, Senior Managing Director, Asset Consulting Group
Dan oversees our private client advisory practice, which includes family offices, high-net-worth investors, endowments and foundations. He is also involved with new business development activities and ongoing client relationship management. Prior to joining ACG in 1992, Dan worked in the brokerage sector of the financial securities industry where he coordinated investment strategies for high-net-worth individuals and corporations. As a Senior Managing Director, he is a member of ACG's Executive Committee, which sets the course and direction of the firm. Dan is a member of Asset Consulting Group's Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.
Gina Teresi, Partner, CIC Commercial Insurance Consultants
Teresi brings 22 years of corporate and industry insurance experience to CIC. Her years of work with AIG and Chubb insurance bring a variety of expertise to CIC clients. The core of her career involved a variety of underwriting and marketing experience in the insurance industry which included management and oversight of underwriters, agents and brokers across the country. Her understanding of the industry and the brokers that serve our clients gives her the insight needed to help customers select best in class brokers and carriers for their insurance programs. During her prior position as Vice President for AIG’s Private Client Group, Gina managed the strategy and implementation of national continuing education programs for brokers and trusted advisors and was charged with finding unique insurance solutions for family offices and ultra-affluent clients. Some of the highlights included working with trusted advisors to incorporate property and casualty planning into their firms’ wealth planning process. Gina served as resource to family offices across the country, helping to match their clients with best in class insurance brokers who specialize in designing customized risk management programs. These programs incorporate loss control, risk management services and product solutions to minimize risk for single and multi-generation families and their family offices. In addition, Gina’s equine experience enabled her to work across divisions of AIG to build new insurance programs, products and services specifically designed for clients with a passion for horses. Her work included the development, strategy, and marketing for this program and resulted in a number of national sponsorships for AIG.
Kevin Tobin, President and Chief Executive Officer, Marsh Insurance Services
Kevin Tobin, President and Chief Executive Officer of Marsh Insurance Services, joined Marsh Private Client Services in 2013 to lead and grow the insurance business for high net worth clients. Prior to his appointment, he was Chief Operating Officer, responsible for operations and technology within the Insurance Services Business. From 1987 to 2008, Kevin served financial industry giants Allstate Insurance and HSBC. He held leadership roles that focused on growing business through analytics, improved technology, increased client satisfaction and building long term, mutually beneficial partnerships.
In 2008, Kevin joined Roanoke, Virginia based Advance Auto Parts as General Manager of the $4B consumer business. He led a transformation effort that included new customer value propositions, refocused marketing investments, and organizational leadership/culture changes. He later joined Fair Isaac Corporation (FICO) to re-engineer their B2B model focused on distribution through credit bureaus (Experian, Equifax and TransUnion).
Dennis R. Wright, Managing Director, Wellspring Associates
Dennis is a principal and managing director of The Wellspring Group and Wellspring Associates with over 20 years of experience assisting affluent, multi-generational families and their family offices and advisors. His Wealth Integration practice takes him to many areas of the country with concentrations in the Southeast and Midwest.
Dennis’ experience with high performance teams began in corporate level management with GE Medical Systems. He worked early-on with Wellspring to refine those techniques for their Wealth Integration process.
Dennis is an active member of the Atlanta and Savannah Estate Planning Councils and is a guest speaker for the Fiduciary Law Section of the Georgia Bar, the Georgia Society of CPAs and the Southeastern Family Office Forum. He is also a member of our Thought Leaders Council. As you might expect, Dennis prides himself in working collaboratively with his clients and select law, accounting and financial services firms.
Katja Zigerlig, VP, Fine Arts, Wine & Jewelry Insurance, AIG Private Client Group
Katja Zigerlig is Vice President, Fine Arts, Wine and Jewelry Insurance for Private Client Group at AIG Insurance. In this role, she oversees the strategic growth of the “private collections” insurance portfolio for PCG. Prior to joining Private Client Group in 2004, Ms. Zigerlig insured private collections, museums, galleries and exhibitions for AXA Art Insurance Company. She has also worked at the Walker Art Center in Minneapolis and interned at the National Gallery of Art in Washington D.C.
Ms. Zigerlig has a B.A. and M.A. in art history, with a specialty in twentieth century art. She has presented art history lectures at the College Art Association, the Association for Art Historians and the Swiss Embassy in Washington D.C. She has also spoken about art and wine collecting in the context of alternative investments, asset protection, trust and estate planning and risk management to audiences of collectors, appraisers, financial and insurance professionals. Ms. Zigerlig has been quoted in the Wall Street Journal, The New York Times, Reuters, The Financial Times, The Globe and Mail, ARTnews and appeared on CNBC’s Power Lunch.
Family Office Exchange Speakers
Amy Hart Clyne, Executive Director, Knowledge Center
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Knowledge Center 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.
Amy provides over 25 years of experience in the ultra high net worth marketplace. She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years. She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years. Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.
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.
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. He 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. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business. Previously he spent 10 years as a management consultant serving firms internationally. He started his career in finance with Societe Generale.
David Toth, Director of Advisor Research
David Toth is the Director of Advisor Research at FOX. In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.
David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.