Presenters

Peter Begalla
Founder and Owner, JPB Consulting Group Inc., Education and Conference Director, Family Business Magazine

Peter Begalla is a family business owner, Family Business Magazine's Conference and Education Director, and Adjunct Professor with Stetson University's Family Enterprise Center. He is at the forefront of Next Generation Leadership Development, having helped hundreds of college-aged students establish credibility and marketability with their family, with their family businesses or with non-family employers. He combines years of counseling experience with over 10 years of business development and marketing experience in online education.

Ivo Daalder
President, Chicago Council on Global Affairs

Ivo H. Daalder is president of the Chicago Council on Global Affairs. He served as the US ambassador to NATO from 2009-2013.

Prior to his appointment as ambassador to NATO by President Obama, Daalder was a senior fellow in foreign policy studies at the Brookings Institution, specializing in American foreign policy, European security and transatlantic relations, and national security affairs. Before joining Brookings in 1998, he was an associate professor at the University of Maryland’s School of Public Policy and director of research at its Center for International and Security Studies. He also served as director for European affairs on President Bill Clinton’s National Security Council staff from 1995-97.

Ambassador Daalder is the author and editor of 10 books, including The Empty Throne: America's Abdication of Global Leadership (with James M. Lindsay). Other books include In the Shadow of the Oval Office: Profiles of the National Security Advisers and the Presidents they Served — From JFK to George W. Bush (with I. M. Destler) and the award-winning America Unbound: The Bush Revolution in Foreign Policy (with James M. Lindsay). Daalder is a frequent contributor to the opinion pages of the world’s leading newspapers, and a regular commentator on international affairs on television and radio.

Ambassador Daalder was educated at the universities of Kent, Oxford, and Georgetown, and received his Ph.D. in political science from the Massachusetts Institute of Technology. He is married to Elisa D. Harris, and they have two sons.
 

John Dionne
Senior Lecturer, Harvard Business School; Senior Advisor, The Blackstone Group

John D. Dionne is a Senior Advisor to Blackstone and a Senior Lecturer of Business Administration in the Finance Unit at the Harvard Business School. He currently teaches "Private Equity Projects and Ecosystems," a highly popular elective course that partners students with leading private equity firms on value-added projects, as well as an eleven-session lecture series on the Private Equity ecosystems. Mr. Dionne has also taught in the "Venture Capital and Private Equity" course as well as in the Executive Education program.

Mr. Dionne serves on the board of directors of Caesars Entertainment, Momentive Performance Holdings, Cengage Learning and additional privately-held companies.

Until he retired from his position as a Senior Managing Director of Blackstone in 2013, John was most recently its Global Head of the Private Equity Business Development and Investor Relations Groups, and also served as a member of its Global Private Equity Investment and Valuation Committees. During his tenure in this position, Mr. Dionne led global fundraising efforts of over $25 billion for three new private equity investment vehicles in the period immediately following the financial crisis.

Mr. Dionne originally joined Blackstone in 2004 as the Founder and Chief Investment Officer of the Blackstone Distressed Securities Fund, the firm's initial entry into the single-manager hedge fund business, with peak assets under management of over $2 billion. During this period, he also served on the Investment Committees of Blackstone’s GSO and Kalix investment businesses.

Before joining Blackstone, Mr. Dionne was for several years a Partner and Portfolio Manager for Bennett Restructuring Funds, a multi-billion dollar hedge fund specializing in financially troubled companies, during which time he also served on several official and ad-hoc creditor committees.

Previously, Mr. Dionne was a Partner at Saugatuck Capital where he invested in middle-market buyouts and restructured troubled portfolio companies. From 1991 through 1996, he was Director of Corporate Development for a predecessor of Thermo Fisher Scientific Inc. John began his career at Price Waterhouse as a public accountant. Mr. Dionne has served on the board of directors of many companies and not-for-profit institutions. He is a Chartered Financial Analyst and Certified Public Accountant (inactive).

John received academic honors while earning an M.B.A. from the Harvard Business School and was a magna cum laude graduate from the University of Scranton, where he is a past Chair of its Board of Trustees.
 

Nathan Dungan
Founder and President, Share Save Spend^®

Nathan Dungan is the founder and president of Share Save Spend^®. He speaks and consults with organizations and families on the topic of financial wellbeing. Nathan uses a Wellbeing Framework to help individuals and families build capabilities that are most relevant for them and the goals of their family.  
 
He is the author of three books and numerous resources for organizations and families. Nathan's newest resource, Money Sanity U^®, is a subscription-based virtual learning library that addresses a variety of money topics in a simple and interactive format—all designed to help improve financial wellbeing. 

Maarten de Groot
VU University Amsterdam, School of Business and Economics

Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (Ph.D.) candidate at Vrije University Amsterdam, School of Business and Economics. He is focusing his research on family capital, family governance, and wealth preservation. His research considers the role of the family office and the complexities of non-financial considerations of ultra-high net worth enterprise families, leading to impact and wealth preservation. 

He previously lectured at Harvard Kennedy School of Government on US-European relationships and in Shanghai on the topic of investment management. Before his doctoral studies, Maarten worked as quantitative investment manager and in corporate banking in London, Hong Kong, Frankfurt and Amsterdam. He has broad investment experience, including emerging market equities, quantitative optimization strategies, and global asset allocation.

In 1996, Maarten co-founded VermogensGroep, one of the largest multi-family offices in Europe, managing US$20 billion for 100 ultra-high net worth clients. He served as CEO and introduced the first financial, data warehouse-driven, multi-currency, consolidated investment reporting, offering insight and overview, performance attribution and integral risk analysis. Maarten sold VermogensGroep to UBS in the summer of 2008. He continued working with UBS as non-executive member of the UBS board until the end of 2014. 

Maarten studied business economics and mathematics at Vrije University Amsterdam. He also attended Harvard as a Nuffic fellow and complemented his education in France at Insead and in Switzerland at IMD.

Ivan Lansberg
Co-Founder and Senior Partner, Lansberg·Gersick & Associates

Ivan Lansberg Co-Founder and Senior Partner of Lansberg·Gersick & Associates. Ivan grew up in an entrepreneurial family in Venezuela. He has consulted with complex family businesses in the USA, Canada, Asia, Europe and Latin America, and has made significant contributions to the understanding of family business governance and succession. He was one of the founders of the Family Firm Institute (FFI) and the first editor of its professional journal, the Family Business Review.  

After receiving B.A., M.A. and Ph.D. degrees from Columbia University, Ivan taught at the Columbia Graduate School of Business. He became a professor of organizational behavior at the Yale School of Organization and Management for seven years before going into consulting. His latest book, Succeeding Generations, published by Harvard Business School Press, has been widely praised as a landmark work.

Ivan is a frequent speaker at family business programs organized by universities and industry groups. He is on the faculty of Kellogg School of Management at Northwestern University. He and his wife Margarita live in Guilford, CT, have two sons, and are the proud grandparents of twin granddaughters.

Stuart Lucas
Co-Managing Partner and Chief Investment Officer, Wealth Strategist Partners

Stuart is founder, Co-Managing Partner and Chief Investment Officer of Wealth Strategist Partners (WSP). WSP are investment, wealth and family business advisors to a select group of large complex family enterprises. WSP is the successor to his family’s investment platform, formed following the sale of Carnation Company, the business founded by his great-grandfather. The family remains a client of WSP. 

Stuart has been an investment professional for over 35 years and serves as WSP's CIO. In addition to his duties with WSP, Stuart is Chairman of the Investment Committee of National Public Radio and is a board member of the National Public Radio Foundation. He is Vice Chairman of the Board and co-leads the Investment Committee of the Stuart Foundation, a California-based foundation.

Stuart designed and directs the University of Chicago Booth School of Business Private Wealth Management continuing education program, which has served over 1,000 individuals and families in the 14 years since the course’s inception. His first book, Wealth: Grow It and Protect It (FT Press) has been published on three continents. He is the author of numerous articles on investing and wealth management, most recently “The 50% Rule” and “Pick Your Battles” (Journal of Wealth Management), co-authored with Alejandro Sanz. His latest book, The Taxable Investor’s Manifesto (Wiley), was published in early 2020.

Previously, Stuart was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase); director of a multi-family investment office in Paris, France; General Manager of European operations of Wellington Management Company in London, England; and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.

Dayna Manning
Family Council Chair, Golden Rule Family

Dayna is a third-generation shareholder in Mary Kay Cosmetics, a company started by her grandmother, Mary Kay Ash, more than 50 years ago. Today, Mary Kay is known as a world leader in direct sales. Although, Dayna does not work at the corporate office of Mary Kay, she has always been passionate about the legacy her grandmother created. Mary Kay wanted to create opportunities for women to thrive, and that belief in the potential of all women has impacted hundreds of thousands of women worldwide. Fifteen years ago, the descendants of Mary Kay began attending a one-day yearly business meeting. Although the meetings brought everyone together, they didn’t speak to the family bond and the legacy left by Mary Kay. After attending a Family Business Transitions conference six years ago, Dayna realized that the family had an opportunity to expand the business meeting into a family bonding weekend that would also serve to teach the NextGens about the traditions and legacy of the company. Also, at that time, Dayna and her sister Gena formed the Golden Rule Family Foundation, creating a vehicle for family members to mentor the younger generation on philanthropic giving. Shortly after, with the help of a family business consultant and the family’s financial advisers, the Golden Rule Family Governance Council was born. Dayna volunteered to chair the council. She worked with the other council members to create documents and guidelines for the family as well as plan the annual Family Seminar, named in honor of the annual Mary Kay Seminar, which brings Mary Kay beauty consultants together for fun, fellowship, education and recognition. Dayna’s experience as an event planner was especially helpful in turning a one-day meeting into a three-day family reunion complete with meetings and a service project as well as time for family bonding and fun. “Over the last six years, I have seen the family come together to a point I would not have thought possible,” Dayna says. “Each year, we are having more family members attend and are seeing the younger generations step into leadership roles, which emphasized the importance of the work the council is doing.”

John C. Maxwell, III
CEO, SteepRock Advisors

John C. Maxwell is the CEO of SteepRock Advisors. John has held senior leadership positions (COO, CIO and MD) in asset management (public & private equity), alternative investments and fund of funds, equity research (#1 sell side analyst), business development and Mergers & Acquisitions. He has been on the leading edge of technology (PC hardware & software, Nano-tech, quantum based technologies and Cleantech) and energy investments (MLPs, oil and gas).

John is an experienced portfolio manager across asset classes including equities, fixed income, mutual funds and alternatives (hedge funds and PE). Created a global multi-strategy for ETFs, launched first Global Natural Resource Hedge Fund of Funds, MLP Fund of Funds, Global FX Fund of Funds and Private Equity CleanTech Fund of Funds.

John is the Head of Business Development for Compaq Computer and venture investments ($35 billion),  Carve-out/Spin-out of intellectual property from Fortune 500 companies in collaboration with Universities and National Laboratories (NREL, Oak Ridge National Labs, and Brook Haven) in US and Europe.

John has done over $20 billion in deals and regularly appears on CNN, MSNBC, and is widely quoted by the Wall Street Journal, Financial Times, Forbes, Fortune and Business Week, among others.

Scott Peppet
President, Chai Trust Company

Scott Peppet serves as President of Chai Trust Company, LLC, the private company that administers trusts established for the benefit of members of Sam Zell’s family and that serves as the Zell family office. Equity Group Investments (EGI), a division of Chai Trust Company, LLC, provides investment management services on behalf of the Chai Trust.

Scott serves on the boards of companies in which Chai Trust and the Zell family have significant interests, including Equity Lifestyle Properties (NYSE: ELS), a leading REIT owner of manufactured housing and recreational vehicle properties; and Equity International, Inc., a private investment firm focused on building real estate-related businesses in emerging markets. He was also a director on the board of Anixter International, Inc. (NYSE: AXE), a leading global provider of communications, security, and wire and cable products, which sold in 2020 for $4.5 billion.

Scott has also been involved in various Zell Family Foundation-sponsored entrepreneurship-related philanthropic ventures, including the Zell/Lurie Institute at University of Michigan’s Ross School of Business, the Zell Fellows Program at Northwestern University’s Kellogg School of Management, and the Zell Entrepreneurship Center at the Interdisciplinary Center Herzliya (IDC) in Israel.

Vincent Robinson
Founder, The 360 Group

As the founder of The 360 Group, Vincent participates in all aspects of the firm’s work – from client engagements to intellectual and human capital development, to ensuring the firm’s overall health and effectiveness. He founded the firm in 2004 to realize his commitment to leadership in social sector organizations. In his tenure, he has worked with a diverse group of community, national and family foundations and nonprofit organizations to assist them in realizing their aspirations to maximize their impact through thoughtful, strategic tools – with a keen eye on execution and implementation. He has developed innovative ways to connect the unique needs of organizations with solutions – be they outstanding professionals, strategies, or operational plans that organizations can truly leverage to the highest order.

Prior to founding the firm, he served as Executive Director of Social Venture Partners Bay Area (SVP). There he led all aspects of a membership organization, including strategic planning, grantmaking (in education and economic development), financial management, and member recruitment and retention. Before that, he worked in the Investment Management Division of Goldman, Sachs and Company. These executive experiences make him particularly attuned to the vast array of leadership issues that organizations face day-to-day.

Vincent is widely regarded as an expert on issues facing the nonprofit sector, having been interviewed on public radio, quoted in the Chronicle of Philanthropy, the Wall Street Journal and the New York Times. He is also a regular speaker at various conferences and convenings, including the Council on Foundations, Grantmakers in the Arts and the Haas Business School at the University of California, Berkeley. He has written articles for the Council on Foundations and National Center for Responsive Philanthropy, among various other publications.

Vincent currently serves as a board member of the Sargent Shriver National Center on Poverty and Law. He has also served as a board member of Net Impact, a global network of leaders who are changing the world through business and Planned Parenthood/Golden Gate Community Health, a comprehensive community health center that serves more than 60,000 low-income clients each year. He has served as co-chair of Common Sense California, now part of the Davenport Institute on Public Engagement and Civic Leadership and on the Leadership Council of the Public Policy Institute of California. Vincent currently sits on the Advisory Boards of REDF and the MBA-Nonprofit Connection. He was a New York City Urban Fellow, and holds an A.B. in political science and American studies (with honors) from Stanford University, and an M.B.A. and certificate in nonprofit management from Stanford Graduate School of Business. Originally from Erie, Pennsylvania, Vincent is increasingly conversant in Spanish. He lives in San Francisco.
 

Nadia Roumani
Co-Founder and Senior Designer, Designing for Social Systems (DSS) Program, d.school, Stanford University

Nadia Roumani is the Director of Financial Advisor Philanthropy Initiatives at Stanford University’s Effective Philanthropy Learning Initiative, and the Senior Designer of Stanford’s Hasso Plattner Institute of Design’s (the d.school) Designing for Social Systems Program. She returned to Stanford in 2012 as an inaugural d.school fellow, and in 2014 was named the Walter and Esther Hewlett Design Fellow with Stanford PACS.

Ms. Roumani focuses on helping philanthropists and nonprofit leaders become more strategic and creative. She has facilitated design thinking strategy workshops for foundations, nonprofit organizations, and businesses around the world, including in the Europe, Middle East, North and East Africa, and across North America. She integrates design thinking, systems thinking, and strategic planning to help organizations better scope the challenges they want to address by engaging end users, increasing intra-organizational creativity, and incorporating radical collaboration.

Nadia is a serial social entrepreneur. Over the past two decades she has launched several organizations and initiatives including the Initiative for Policy Dialogue (IPD) with Nobel Laureate Joseph Stiglitz at Columbia University; the Women Leaders Intercultural Program with Ireland’s former President Mary Robinson; Global Policy Innovations Program at the Carnegie Council on Ethics and International Affairs (CCEIA); the Building Bridges Program at the Doris Duke Foundation for Islamic Art (DDFIA); and the American Muslim Civic Leadership Institute (AMCLI) at the University of Southern California.

Nadia received her B.A. in economics and international relations from Stanford University and her M.A. in international affairs from Columbia University’s School of International and Public Affairs. She is a board member of the El Hibri Foundation.

Wendy Steele
Founder and Chief Executive Officer, Impact 100 Global Advisory Council

Jeff Strese
Adjunct Professor, Cox School of Business Executive Education, Southern Methodist University

Jeff has more than 25 years of experience in progressive leadership positions, executive coaching, adult education, and organizational consulting. He is currently the Chief Talent and Learning Officer at Tolleson Wealth Management. Formerly, the Chief Human Resources Officer (CHRO) at Southern Methodist University, he maintains an instructor and academic director status for SMU’s Cox School of Business, Executive Education Program. He also serves as a member of the Executive Committee Advisory Board for Teach for America DFW. 

FOX Presenters

Heather Asher Abramson
Director, Relationship Manager

Heather Abramson is the Director, Relationship Manager for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.​ ​

Before joining FOX in 2008, Heather served as Strategic Marketing and Events Manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.​ ​

Heather has a B.A. degree in Journalism, Public Relations, and Political Science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in Organizational and Multi-cultural Communications.

Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer, FOX Family Learning Center^TM

Mindy Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She also provides support to the Family Learning and Experience Council and FOX Family Learning Network (FLN). Mindy is inspired by helping people learn, grow, and discover the way that they will make personal and productive contributions by using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Certified Meeting Professional with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of enterprise family and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction.

Miguel López de Silanes Gómez​
Market Leader, International Members 

Miguel López de Silanes Gómez is the Market Leader for International Members at Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America.​

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members. ​
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Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.​

Sara Hamilton
Founder and Chief Executive Officer

Founder and CEO of Family Office Exchange, Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management.

Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy.

Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives and wealth advisory firms in more than 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report.Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York.

Glen W. Johnson
Chief Operating Officer

Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession. Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.

Kent Lawson
Director, Technology Integration Services

Kent Lawson is Director of Technology Integration Services at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.  
 
Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS).  He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.  
 
With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

Bill Sullivan
President

Bill Sullivan is the president of Family Office Exchange (FOX). He is a thought leader who understands the role that disruption and innovation will play in transforming our industry. He leads FOX in helping members to understand and plan for future transitions in the family enterprise, the family business, and the family office.

Prior to joining FOX, Bill served for 10 years as the Global Head of Financial Services Market Intelligence at Capgemini. He is a distinguished financial services executive consultant and trusted expert in his field with over 20 years of experience in many globally diverse roles including two years in Paris, France and three years in Hyderabad, India. Bill brings exceptional leadership skills with nearly two decades of leading multi-cultural teams in the U.S., Europe, & Asia-Pacific, as well as in his entrepreneurial background having successfully run his own start–up for three years.

He is a member of the Advisory Board of Ascent Private Capital Management (part of U.S. Bank), currently serves on the Zeta Beta Tau International Supreme Council, is an annual judge for the PWM/The Banker Global Private Banking Awards, and is a multiple recipient of Irish America Magazines Top 100 Business Leaders list.

Bill received a B.S. from Tufts University as a double major in Economics and Psychology. Bill is an avid golfer and Boston sports fan. He currently resides in the West End of Richmond, Virginia with his wife and two daughters.

David Toth
Market Leader, Multifamily Offices

David Toth is a Managing Director at Family Office Exchange (FOX). In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure, and achieving profitable growth. David has authored several reports including the recently published study on the Transformation of the Ultra-Wealth Business. David serves as co-moderator of FOX’s Multi-Family Office (MFO) Council, Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).

David brings over 30 years of wealth and investment management, marketing, and strategic consulting experience to the FOX team. He held key leadership positions in the Asset Management Division at PNC Financial, formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.

Jonathan Tunner
Director, Private Investment Opportunities

Jonathan Tunner is the Director of Private Investment Opportunities at Family Office Exchange (FOX). Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the U.S., Latin America, and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing, and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership, and business intelligence related services to drive enterprise value in lower and middle market businesses.

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.

Scott Winget
Market Leader, Enterprise Families

Scott Winget is the Market Leader for Enterprise Families at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.