Presenters: 

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Head of Family Office Solutions
Addepar

Sue is the Head of Family Office Solutions at Addepar. Reporting to the Chief Product Officer, Sue helps guide the firm’s product and sales strategies as they relate to the Family Office segment. Prior to joining Addepar, Sue spent the last 2 decades in various roles at Rockefeller & Co., Inc. and Rockit Solutions, LLC. Sue brings a client-centric approach having spent 15 years helping to build an outsourced back-office, family office services company which was then spun-off and sold; the last 5 years leading Rockit as Chief Operating Officer under the new owners, Fi-Tek, LLC.

Sue has extensive experience in the information management and reporting needs of family offices, ranging from investments and cash management to accounting and tax, as well as entity structure and ownership. She’s also participated in and led various efforts in building and deploying software as well as service delivery, specializing in family offices. Sue is a participatory leader who drives results through listening and collaboration.

Sue has a B.A. in Economics from Susquehanna University

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Vice President of Sales
Addepar

Peter is Vice President of Sales at Addepar, empowering investors, particularly Single Family and Multi Family Offices to navigate the increasingly complex world of finance. Prior to Addepar, Peter worked at Citi’s Investment Banking Group advising businesses on strategic and financial analyses relating to the execution of mergers and acquisitions, raising capital, leveraged buyouts, initial public offerings and debt and equity financing. Peter earned his Master of Science from the University College Dublin Michael Smurfit School of Business in 2006 and his Bachelor of Business Honors degree from Cork Institute of Technology (Ireland) in 2005. Peter completed a course in Business Analysis and Valuation from Harvard University in 2010. He is FINRA registered and holds Series 63 and Series 79 licenses. Peter has represented his home country Ireland in two Rugby World Cups.

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Senior Director
Addepar

Eric is a Senior Director overseeing core Professional Services functions in Addepar’s Salt Lake City office; Eric brings over five years of Addepar experience, managing different various functions of the client lifecycle across, from Solutions Architecture to Client Success Management.

FOX Presenters: 

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.