Management Team - Americas

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Sara Hamilton, Founder and CEO

A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. 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 for the "Private Wealth Management" course offered twice a year in Chicago.

Heather Asher, Senior Relationship Manager

Heather provides a variety of member services and works to increase membership within the business-owning market. Recently, she took on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their needs and priorities. She also works on FOX’s NextGen Network by engaging younger family members with education and networking.

Sandra Ditore, Senior Manager, Business Development

Sandra is responsible for generating new member acquisitions for FOX. She engages prospective family office and advisor members to determine their needs and priorities and provides them with a deep understanding of FOX member benefits as well as solutions that meet their educational and networking requirements. She has more than 20 years experience in sales and marketing.

Ruth Easterling, Managing Director, Member Services

Ruth leads all of FOX’s member services activities and manages the team that produces local and regional member events and three major forums annually that address the many facets of wealth management, from family dynamics to the most sophisticated strategies in investment planning. She integrated a member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services.

Leigh Faber, Director of Business Development

Leigh works with family offices and advisors to explain how FOX can help them improve their practice of wealth management through FOX membership and consulting services. A senior-level family office and investment specialist, she has more than 20 years of experience in family offices, prime brokerage, investor relations, and consulting. Before joining FOX, Leigh was a project consultant with an FDIC-approved contractor acting as a senior professional in asset servicing; she oversaw the interim servicing of loans of failed institutions and the resolution of non-performing assets.

Charles B. Grace III, Senior Consultant

Charlie brings to FOX consulting clients more than 20 years of private wealth management experience, including 10 years at Ashbridge Investment Management LLC, a $1 billion multi-family office and single family office serving individuals and families with significant wealth. He is regarded as an expert in many facets of wealth management, including client relationships, business development, and corporate management and governance. He has been quoted widely in the media and is a frequent speaker at conferences focused on private investors and family offices.

Nazanin Hassanein, Managing Director, Family Office and Wealth Advisor Markets

Naz is responsible for relationship management across the FOX family office and advisor base and assists in the development of new and enhanced service offerings for FOX members. She is an alumna of the Corporate Executive Board, where she specialized in working in, and later leading, the financial services membership renewal effort. Her performance there and contribution to the significant growth in membership was a major part of the firm's overall growth.

David Lincoln, Managing Director, Research

David spends the bulk of his time, reading, writing, and speaking about all aspects of wealth management, and has developed deep issue expertise in matters relating to all aspects of single- and multi-family office operations. David is frequently invited to participate in strategic planning sessions with individual member organizations, as a commentator on industry trends, sounding board, and advisor to industry management teams.

Mariann Mihailidis, Managing Director, Councils

Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.

Karen D. Neal, Managing Director, Consulting

Karen works with family groups and wealth advisors to bring processes and solutions to the challenges of preserving family wealth, including refining of business strategy to address transitions and changing needs of the family and firm. Her work with families has included development of family enterprise strategy, operational assessment of the family office, selection of wealth advisors, and wealth management industry education. She is a frequent speaker on the topic of family office best practices.

Anna Nichols, Managing Director, Content Development

Anna is responsible for a broad array of strategic and tactical content matter for FOX. In addition to the day to day management of FOX’s research team, she is responsible for planning conference and roundtable content. She is also the lead author for many of the larger market research studies and oversees the resource allocation and implementation of many smaller studies and white papers. She is a frequent speaker and facilitator at FOX events as well as external industry forums and has written articles on a wide range of generational wealth topics for leading industry publications.

Marvin Pollack, Managing Director, Marketing and Strategy

An advertising and marketing industry veteran with considerable experience in developing branding, messaging, and web designs that align with a company’s vision and mission, Marv leads the continuing development of the FOX brand globally and oversees the creation and execution of supporting marketing, communications, social media, and public relations strategies. He was instrumental in the conception, structure, and design of the new FOX website.

Karen Rush, Senior Relationship Manager

Karen is part of the advisor team that works to increase membership and provide services to FOX advisor members. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops, and regional events. Before joining FOX, Karen worked as a meeting planner for In Focus Events LLC and as a communications coordinator for Kinship Trust Company LLC.

Jo Wellman, Senior Relationship Manager

Jo is part of the family office team that works to increase membership and provide services to FOX family office members. Before joining FOX, she was co-owner and manager of Wellman Equipment Inc., her family’s business. She also has worked for Capstone Financial Advisors and West Suburban Hospital and taught business education courses at the high school and community college levels.