In his role as Director of Strategic Projects, John Michael provides strategic advice and customized solutions as a FOX consultant for US and international families and provides support to the global membership expansion initiatives.John Michael brings practical experience to the consulting team, having spent 25+ years working for multigenerational...
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Scott Muench is the market leader for Financial Families at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, co...
Emma Gross is the Associate Relationship Manager at Family Office Exchange. In her role, she supports and provides guidance to FOX members, utilizing her background in family office consulting and benchmarking research. She joined FOX in 2017 and is based in New York City. During her time at FOX, Emma has worked extensively with families, family of...
Matthew Murphy is the Director of Business Development at Family Office Exchange (FOX). In this role, he is responsible for leading the initiative in identifying prospective family and advisor members; assessing their needs and priorities to ensure a deep understanding of the benefits of FOX membership. Matthew has 30 years of client service/busine...
Peter Leo, SHRM-CP, is the director of human capital at Family Office Exchange (FOX). He is an accomplished Human Resources Leader with decades of experience leading human resources teams with a specialty in talent acquisition, benefits, employee engagement & relations and HR technology. He has a proven success record working within the financi...
Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential...
Tim is the General Counsel and Manager of Strategic Partnerships at Family Office Exchange (FOX). In his role as General Counsel, Tim maintains FOX’s compliance with all existing laws, drafting legal agreements, overseeing outside counsel, and maintaining FOX’s intellectual property rights. As Manager of Strategic Partnerships, Tim mana...
Kelly Zurek is the chief financial officer at Family Office Exchange (FOX). She is a versatile financial professional with both corporate finance skills and firsthand knowledge of the family office industry.For more than a decade, as Vice President and Treasurer, Kelly managed a single family office, responsible for all aspects of finance and accou...
Stephanie Simmons is a Relationship Manager at Family Office Exchange (FOX). She brings to her role a background in family office operations, having served in both a dedicated office and virtual family offices. As a senior relationship manager, Stephanie works with financial families to understand their objectives and provides guidance to help...
Marc Gaydos is the Regional Director of Membership for the East Region at Family Office Exchange (FOX). In this role, he’s responsible for increasing FOX’s membership, solidifying its ability to support the growth and forward thinking of the FOX community.Marc and the Membership Team will identify prospective family and advisor members, assessing t...
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 Fami...
Jonathan Tunner is the Director of Private Investment Opportunities at 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 desir...
Joe Teller is a managing director at FOX. In his role, he is responsible for developing and implementing the firm’s overall marketing strategy while also overseeing all marketing tactical operations, including the firm’s membership communications and events. Joe leads communication and all key messaging strategies in support of learning programs, s...
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 Marketpla...
Ed Giacomelli is based in Toronto and is the Market Leader for Canada at Family Office Exchange (FOX). In his role, Ed works with various Councils, where members can share experiences, ideas and best practices with peers in a confidential environment. Ed also serves as a relationship manager for Canadian members, helping to understand their un...