Technology & Operations Solutions for Family Offices
We are a private network and events platform that connects family office professionals, principals and wealth owners with consultants, technology & service providers, and investors. Our research-based approach helps family offices identify their technology strategy and find the best solutions for their family office needs.
Many family offices come to the conclusion that upgrading their technology is the key to addressing inefficient and often manual operations, errors in data and inflexible reporting. But deciding on the right combination of people, technology and process; selecting solutions and managing the implementation can be a daunting and confusing task. Major conversions are multi-year, expensive projects, making a potential failure disastrous.
We leverage our understanding of the family office technology landscape and deep expertise of our network to uncover valuable insight from the abundance and complexity of information, bringing value to all involved.
9:30am-3:00pm EST on Wed-Thur, November 8-9
Join the Innovators at the Premier Family Office Tech & Ops Conference
Audience will be primarily from North America, with a global reach
The purpose of our event is to help family office executives and principals clarify their technology and operations choices to execute the mission and strategy of their offices.
We bring together a unique group of experts, thought leaders and some of the most innovative financial and non-financial technologies supporting family offices, wealth managers and high net worth families.
How we're different
Our conference breaks away from the typical pay to play model. We don't give center stage to technology providers as expert panelists since they have an underlying agenda promoting their technology. Instead, our focus is on building a learning network. We collaborate with the Phil Strassler's Larry Kraus Tax & Tech-NEW-logy Institute, as Mr. Strassler's philosophy is centered on learning from a remarkable steering committee he personally handpicked for their demonstrated expertise in analyzing, implementing and integrating tech-NEW-logies.
Expert panel discussions, private peer sessions, technology demonstrations and structured networking opportunities.
All stakeholders in the family office technology ecosystem, including family office professionals and principals, consultants, technology & service providers, wealth owners and investors.
Learn about family office tech and operational trends and explore some of the software tools without being 'sold to'. You will be able to talk to peers and exchange notes on what works and what does not - in the comfort of your usual environment.
Day 1 -- Join us on the first day for engaging discussions on the planning and selection of Single Family Office (SFO) technology. Dr. Tania Neild, a globally renowned expert, will present the results of our unique survey on integrated accounting solutions.
Day 2 -- On the second day, don't miss out on the latest innovations in family office technology. We'll also delve into strategies to ensure security in the era of AI and explore the essential considerations for technology and operations in Multi-Family Offices (MFOs).
Our Conference Thought-Leaders & Speakers
CTO & Owner, InfoGrate
Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.
In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate and service the aggregation, reconciliation and reporting platform. Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010.
Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 15 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.
Managing Partner, Versatile VC Chair, PEVCTech teten.com/logistics
David Teten is Managing Partner of Versatile VC, backing early-stage companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital and Partner with ff Venture Capital, two early-stage NY VC firms. He is also Founder of Harvard Business School Alumni Angels of New York, the largest angel network on the East Coast.
David has previously advised such institutional investors as Birch Hill Equity Partners, Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Real Ventures, Right Side Capital, and Orascom TMT Investments (Sawiris family office. He has served on the boards of Ionic (sold to Twilio), Authorea (sold to Wiley), Earnest Research (Observer), Signup.com, and Whisk (sold to Deem).
David was previously a Managing Director with Evalueserve, a 2,500-person global research and analytics company; Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve; and ran an outsourced software engineering/IT services firm. He has contributed original research on investing topics to Entrepreneur.com, Forbes, Harvard Businesss Review, PE Hub, Institutional Investor, Techcrunch, and VentureBeat. He holds a Harvard MBA (Second Year Honors) and a Yale BA (Distinction in the major). He writes periodically at teten.com.
Partner and Co-Chair of Data Management, Privacy & Cybersecurity Tarter Krinsky & Drogin LLP
Annmarie Giblin is a partner and co-chair of the Firm’s Cybersecurity, Data Management & Privacy Practice. She regularly navigates the legal complexities surrounding cybersecurity, privacy, and data management. She routinely counsels clients on data governance, maintenance, cybersecurity planning and policies, privacy concerns and strategies, emerging technologies, and related compliance programs. Annmarie’s practice is data centric and anchored by her proactive cybersecurity approach, which holistically prepares for a data security incident and related response/compliance issues before it occurs, and includes all related legal concerns that affect data, including data governance, privacy legal issues and compliance, and the collection, use, sharing, and transfer of data.
She brings her unique legal perspective to every engagement, shaped by her over 16 years of legal experience, including time as the global cyber attorney for a large multi-national company and running her own cybersecurity and privacy boutique law firm. This background has prepared Annmarie to be a nimble and adaptable legal advisor, and she is especially skilled at monitoring and preparing for rapid changes in the law, allowing her to anticipate legal trends and new laws well before they are set into practice.
Understanding data management, cybersecurity, and privacy issues in all sectors, Annmarie represents clients in the banking, finance, transportation and logistics, software (including software as a service), social media, consumer-facing retail, cosmetics, insurance, accounting, advertising, mortgage lending, healthcare, and not-for-profit industries. She also provides clients support with managing third-party vendor legal risks, cyber incident response, and legal guidance on emerging technologies, such as artificial intelligence.
Consultant & former CIO Geller Advisors
Anthony, is an experienced technology executive, specializes in delivering comprehensive IT consulting services tailored to meet the unique needs of Family Offices. As the former Chief Information Officer of Geller Advisors LLC, he drove technological advancements while maintaining strict standards of confidentiality, privacy, security, and regulatory compliance. Anthony excels in identifying innovative solutions for complex challenges and has a proven track record of leading successful streamlined infrastructure and application implementations. With his deep expertise, strong client partnerships, and commitment to excellence, Anthony is highly capable of driving technological success and delivering significant value to organizations.
Managing Director Co-Head Lazard Family Office Services
Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.
Founder, Family Office Association, Author & Podcaster
Angelo Robles guides the world’s most successful individuals and families on creating and sustaining generationally dynamic and engaging family offices that are humanly wise, cognitively flexible, digitally savvy, AI enhanced and authentically anti-fragile.
Angelo is the Founder, Family Office Association (FOA). He built FOA to become amongst the world’s most respected and successful membership organizations dedicated to single family offices. In 2023 he sold his final interests in FOA.
Angelo is the author of the book “Effective Family Office” and co-author of the book “Maximizing Your Single Family Office.” Angelo maintains a thought leadership series for investors and family offices on his “The Angelo Robles Podcast” on YouTube, Apple, Spotify and other platforms. Angelo has written or co-written over 40 research reports, white papers and handbooks on wealth and family offices.
He has been a source to media outlets like Bloomberg News, Wall Street Journal, Institutional Investor, Family Capital and many others.
Angelo is the creator of the “Family Office Masterclass” series and has lectured, educated and consulted on a myriad of masterclass topics dedicated to success, wealth and family offices including:
- Reimagining the Modern Family Office for Thriving Family Continuity
- Family Offices 101
- Creating an International Family Office: Why. Where. How.
- Best Practices and Beyond: Secrets Of The Top 1% Family Offices
- Disaster Prep for Billionaires: The Most Comprehensive Guide Ever
- Billionaire Tax and Asset Protection Strategies
- Family Offices and AI: Inflection Point Everything You know is Changing
For decades Angelo has researched and interviewed some of the world’s most successful people either at his events or podcasts including Tony Robbins, Sam Zell, Michael Saylor, Jeremy Grantham, Peter Diamandis, Tosca Musk, Kathy Ireland, Jay Hughes, Lance Armstrong, Larry Holmes, General Wesley Clark, Founding Seal Team Six Commander Dick Marcinko and many others.
Philip F. Strassler, CPA
Founder, The Larry Kraus Family Office Tech-NEW-logy Institute
Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. From 2008 he has been instrumental in the creation and staffing of some of the largest SFOs on the East Coast. Phil leads head of Family Office Division of JSB Partners. Phil is a former the Chair of the Family Office Committee of the New York State Society of CPAs and former Director of Fieldpoint Private Bank. In addition to his consulting group, Phil is a founder of the Larry Kraus Family Office Tax & Tech-NEW-logy Institute which develops programs that provide Single Family Offices with an understanding of relevant tax and technology issues. In 2007, he retired as a Partner at Marcum & Kliegman LLP, where he was instrumental in fueling the firm’s growth from $20 million in revenues with 30 professionals, to nearly $120 million with 500 professionals by the time he left to launch Strassler, LLC. At Marcum & Kliegman LLP he founded and was the leader of the Private Wealth Services and Alternative Investment Group practices. From 2008 - 2010 Phil developed and taught the Emerging Leadership Program to Marcum & Kliegman LLP Senior Managers and Partners. Prior to joining Marcum & Kliegman LLP, Phil was a Partner at a mezzanine/leveraged buyout fund. In this capacity, he provided investment analysis and tax advice. Phil also spent ten years as a SFO Tax Director focusing on tax, business advice and investment analysis. On an ongoing basis, Phil speaks on hedge fund, investment partnership and family office organization and tax planning and has written numerous articles for The Tax Advisor, The CPA Journal, The Journal of Practical Estate Planning, as well as other publications. During his tenure at Marcum & Kliegman LLC, he was the Publisher of Private Investment Forum, Marcum & Kliegman LLP’s quarterly publication directed at hedge funds and investment partnerships. Phil is a member of the AICPA and NYSSCPA and is a member of the NYSSCPA Taxation of Financial Instruments and Transactions and Family Office Committees. Phil has a B.B.A. from Hofstra University and lives in Wellington, Florida.
KFG - Knickerbocker Financial Group
Hugh Nguyen is Managing Partner for Knickerbocker Financial Group (KFG), a leading family office advisory and venture investment group. He was previously Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers. Prior to founding ClearServe℠, he was an early member of Gerson Lehrman Group (GLG), a Silver Lake Ventures and Bessemer Ventures-backed company, providing primary research to Wall Street. He was Vice President of Business Development GLG North America, responsible for identifying and executing new market opportunities, and reporting to the Global Head of Business Development. Earlier in his career, he worked in management consulting and venture capital based in Boston and London. Hugh is an active angel investor; advisor to Fordham Foundry (Fordham University’s tech incubator) and a member of the President’s Council for the Gilder Lehrman Institute of American History, which fosters education and literacy through History in both traditional and digital / new media platforms. An honors graduate of Harvard College, he has published academic papers in journals such as Science magazine in the field of Neurobiology: http://harvard.academia.edu/HughNguyen
Head of Product, 4Pines
In his role as Head of Product for 4Pines, Jon shares his passion for the integration of financial technology and services. In his 20+ year fintech career, he has successfully developed, launched and implemented new financial technology products and ran sales, marketing, and operations in the financial software and services market. His results have been earned in challenging, rapid-growth environments.
Most recently, Jon served as Head of Private Clients for Alter Domus, a large, international fund administrator. He created and brought to market a new technology product that merged technology and client service for family offices, foundations and endowments. Jon previously worked at SS&C Technologies as Director of Private Capital Marketing and Sales. In less than a year and a half, the Private Capital Group closed on $80 billion of new assets.
Earlier, Jon joined a start-up company, FundCount, which offered integrated accounting and investment analysis software to small hedge funds. In Jon’s ten years at FundCount, he helped grow the company from 15 to over 120 clients, in multiple markets including private equity funds, fund administrators, hedge funds, foundations, and family offices. Jon’s career began in 2000 when he joined Financial Navigator (FN), a software provider for family offices. In his four years at FN, Jon managed operations, marketing, and sales during a time of rapid growth.
Digital Family Office, Board Member & Technology Advisor
Introduction: Raymond DiNunzio spends his time focusing on digital transformation and technology applications for family offices. As one of the founders and overseers of TOS Advisors, he leads a firm that provides cutting-edge family office infrastructure services in a wholly digital environment as a service. With a background in the financial sector and expertise in emerging technologies, Raymond brings a depth of knowledge to his role as a board advisor and technology tester for various organizations.
Background: Raymond DiNunzio is the driving force behind TOS Advisors, a firm that revolutionizes the traditional family office model through digitalization. He has successfully assisted a diverse clientele, ranging from high-net-worth individuals with financial assets of $40 million to single-family offices with a net worth of $16 billion. The firm's expertise lies in delivering clients the most optimal utilization of technology applications available, offering them an alternative to the historical "buy vs. build" dilemma and advocating for adopting outsourced services.
Professional Accomplishments: Prior to his role at TOS Advisors, Raymond held key positions at UBS. He notably helped start and had oversight for the Private Wealth Management Group at UBS. Moreover, he played a pivotal role in developing UBS's Global Family Office Group for North America and was a member of various executive committees.
Technology Enthusiast & Venture Capitalist: Raymond DiNunzio is an expert in family office operations and a keen enthusiast of emerging technologies. He is a board advisor to multiple emerging technology companies, leveraging his insights to drive innovation and successful technology adoption. Additionally, Raymond collaborates closely with venture capital firms and venture studios, actively participating in the testing and launching of new technologies and the development of portfolio companies. Knowledge Sharing & Innovation: Raymond's passion for technology and innovation extends beyond his primary roles. He is also an expert advisor to & Simple in Copenhagen, where he advises and tests technologies for their Knowledge Sharing Organization. His contributions have been invaluable in enhancing the organization's efficiency and effectiveness.
Conclusion: Raymond DiNunzio is a leading expert in the digital transformation of family office operations. As the founder and overseer of TOS Advisors, his team has redefined the way family offices approach technology applications, providing them with state-of-the-art digital infrastructure services. His extensive experience in the financial industry and his passion for emerging technologies make him a sought-after advisor and technology tester for various organizations. Raymond's dedication to knowledge sharing and innovation further cements his position as a trailblazer in the realm of digital family offices.
Single Family Office Advisor, JC + Family
Jon Carroll has spent 30 years in the family office advisory business. Jon advises family members, family business owners, trustees and family office executives on how to grow and govern their single-family office.
As a family office executive and consultant, Jon has worked with hundreds of enterprise families, trustees, and family offices. After spending 7 years working as a family office CFO and then COO, Jon founded Family office Metrics, a business management consultancy focused exclusively on single family offices’ people, process, and technology. EY bought Family Office Metrics in 2015. Jon spent the next 6 years supporting single family offices as member of the EY Family Office Advisory Services practice until his retirement in December, 2021.
Since 2022, Jon has been working as JC+Family with select single family office clients together with his daughter, Liz Loulan, and son-in-law, Clayton Loulan. both Liz and Clayton worked together with Jon in Family Office Metrics.
Jon holds an MBA in finance from the University of Colorado, Denver and a BA in history for the University of California, Berkeley. He is Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants.
Principal, Avire Finance USA
Christine has 25 years of experience in institutional and family office asset management with traditional and alternative investments, leading senior management teams in operational and regulatory infrastructure and technology. She advises hedge, VC, and PE funds, family offices, and portfolio companies. She is Avire Finance (a European family office advisor)’s, US representative. Christine’s experience serving family offices spans generations, geographies and industries, with not only first generation entrepreneurs, but also 2 nd and 3 rd generation US, South American, European and Asian family members. Her roles include introducing co- investment partners and leading operating companies as Board Chairman, CEO, COO and CCO.
Senior Vice President & CFO, Sawmill Trust Company
Julie Wong is the Senior Vice President and Chief Financial Officer of Sawmill Trust Company. With 37 years of overall experience, she draws upon a broad business knowledge gained from years of working as an audit manager with a “Big Four” accounting firm, a controller of a manufacturing company and over 23 years of working within family offices. During her 14 years she has spent at Sawmill, including the last 10 as CFO, she has helped with everything ranging from financial planning to analysis and implementation of tax and accounting requirements. Throughout her tenure at Sawmill, Julie has delivered excellent client service combined with a keen knowledge of finance, tax, and accounting. Julie helped Sawmill Trust Company with the sourcing and selection of a new accounting software system in 2019 and was integral in the implementation of Eton Solutions Atlas V in 2020.
Founder & CEO, Tandem Wealth Consultants
Rita Gatta received a B.S. in Finance from New York University. She is a licensed C.P.A. in New Jersey. Rita worked for Single Family Offices in New York/New Jersey for over 12 years, in public accounting for over 11 years, and money management/wealth advisory for 5 years.
After both children left home for college in 2016, Rita relocated to Jupiter, Florida for her husband’s business venture and a more desirable lifestyle.
Rita Gatta founded Tandem Wealth Consultants LLC in July 2018. Tandem is an outsource CFO solution which provides remote back office services to single family offices. Her focus as a CFO for Single Family Offices is tax planning. Although all aspects of accounting, reporting, treasury and the “bucket of SFO activities” have greatly benefited her clients, her tax planning strategies implemented have led to her success.
Chairman, Sky and Ray Family Office & CEO, Copia Wealth Studios
Michael Sikorsky (@mjsikorsky) is an EY Entrepreneur of the Year Winner, Deloitte Fast 50 Recipient and serial innovator - he sold his first company at age 28 to ThoughtWorks.
His current company is a FinTech in stealth mode and he is the Chief Investment Officer of his family office, Sky and Ray.
Previously, Michael was CEO and Founder of Robots & Pencils. Founded in 2009 with the then- contrarian view that Mobile would be more transformative than the Internet. With a growth rate of 4,971% in its first five years, Robots & Pencils was named the 34th fastest growing company in North America by Deloitte. Michael credits Robots & Pencils’ success to following the talent.
Michael also co-created an innovation process called ‘FunLabs’ which saw its first product, Missions, acquired by Slack. FunLab's was also featured in Rita Mcgrath's latest best selling book, "Seeing Around Corners" on page 179.
Michael is passionate about education and has guest lectured at Harvard Business School, Stanford, MIT, Columbia Business School and the World Economic Forum.
His insights, products and ideas have been featured in Wired, Financial Times, TechCrunch and NY Times.
CEO & President of Mirador, Inc.
Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer. Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.
CEO, Eton Solutions
Editor, Crain Currency
Kristen Oliveri is the editor of Crain Currency. As a career journalist and content director, she has established her career entrenched in the wealth management and family-office community, creating exciting content; establishing business connections; and curating high-touch, content-driven events. She has also freelanced in the luxury, food, wine and travel sectors throughout her career.
President, ORCA AG
Charmaine is President of ORCA AG, a global tech (SaaS) company focused on global families, global family offices, investment companies (real estate, PE, VC, etc.), corporates, and other complex entities. ORCA was founded 6 years ago and headquartered in Zurich, Switzerland, with clients in over 20 countries and a global team.
Charmaine also serves as an Advisor to Gore Range Capital, a New York-based VC firm and on the Board of Advisors for Klosebuy, a Florida-based marketing technology platform company. Born and raised in New York City, Charmaine graduated from New York University – Stern School of Business with a Bachelor of Science, Cum Laude, in Finance and Accounting. She is a proud alumna of Stuyvesant High School in Manhattan. Charmaine holds a Certificate in Sustainable Business Strategy from Harvard Business School.
Charmaine was recognized as one of the Most Powerful Business Leaders in North Texas by D CEO magazine; named to The Dallas Assembly as a top business and civic leader; and ranked #1 and #2 by Institutional Investor’s All-America Equity Research Media and Retail teams. She has appeared as a subject matter expert on CNBC, Fox News, Bloomberg, MSNBC, NPR, and other media.
Charmaine is an active member of the NACD-North Texas Chapter and 50/50 Women on Boards. Charmaine serves on the Texas Women’s Foundation Board of Directors, The Crystal Charity Ball Committee, The Dallas Symphony Orchestra Board of Governors, and St. Mark’s School of Texas Development Committee.
Roey M. Diefendorf, Jr
Founding Member, MTM360
Roey, a 4th-generation leader in Diefendorf's wealth management, has officially made way for the next generation at 3 Dimensional Wealth Advisory after a remarkable 50-year career. He holds various prestigious designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP), among others.
Throughout his career, Roey authored over a dozen books and delivered sought-after speeches on wealth management and philanthropy, earning multiple awards. He founded North Shore Community Church and received the Loren Dunton Lifetime Achievement Award in 2021.
Now, Roey's focus is on "MORE THAN MONEY," a mission to help families protect their values and valuables. This mission is facilitated through More Than Money Family Office, LLC, consisting of Argonne Trust Company, Inc., Aspida360, Inc., MTM Advisory, LLC, and MTM Educational Resources, Inc.
Roey is dedicated to revolutionizing wealth management and continues his mission tirelessly.
CEO of Giving Place
Paul Lussow is the Co-founder and CEO of Giving Place. Giving Place was created for the unique needs of family office philanthropy and major donors. Prior to founding Giving Place, Paul spent nearly a decade on Wall Street as an investment banker at Credit Suisse. Paul left a fruitful career there to work in the impact sector for Laureate Education, which at the time was the largest provider of higher education in the world with nearly one million students across 29 countries. Since 2018, Paul has been engaged in the family office sector as an operating partner, advisor and solution provider. Paul and his family have lived and worked in New York (NY), Miami (FL), Istanbul (Turkey), and Chicago (IL) and currently reside in Colorado. Paul has a BA in History from Northwestern University and an MBA from the Wharton School of the University of Pennsylvania.
Founder & CEO, J. H. McLaughlin & Co., LLC
In 2010, Mr. McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices.
He has over 30 years of experience in both senior operating roles and client-facing roles in the ultra-high net worth (UHNW) and family office segments of the industry. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm’s New York office, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc., where he started in the wealth management industry.
He is a Co-Founder of the UHNW Institute, an independent “think tank” serving firms who serve the ultra-high-net-worth client segment and their advisors. He is a senior advisor to R360 Global and serves on the Board of Advisors for the Institute for the Fiduciary Standard, the Editorial Board of the Family Wealth Report, and the Advisory Council of Columbia University’s Wealth Management Master’s program. He serves on the Subscribers Advisory Committee of PURE Insurance and is a member of the Greenwich Roundtable. He is an Emeritus Trustee of the American Foundation for the Blind (AFB) where for many years he chaired AFB’s investment committee. He also serves as an advisor to Addepar Inc., and on the Advisory Boards of Altar Rock, Aquilance, Optifino, Pennington Partners and PivotalPath. He is a Past-President of the Lafayette College Alumni Association and is the Secretary of the White Deer Rock Land Corporation.
In 2021, Jamie was the recipient of the Family Wealth Report Awards Lifetime Achievement Award.
Earlier in his career, Jamie served in the Connecticut General Assembly for a decade as a two-term State Representative and a three-term State Senator. In 1985, the Hartford Courant named him one of Connecticut’s “10 Best Legislators.”
Jamie earned a bachelor’s degree in History from Lafayette College and a master’s degree in Public Administration from Harvard Kennedy School.
Partner, WE Family Offices
Rocio Ortega has worked in the wealth management industry for twenty years. She joined WE Family Offices in 2014, where she serves as a partner and advisor. Utilizing a holistic approach to wealth management, Rocio provides advice to client families in all aspects of managing their complex wealth enterprises, from helping families identify financial objectives, to designing and implementing investment portfolios, but also focusing on non-financial aspects of wealth management, such as family governance and next-gen engagement and education.
Since joining WE, Rocio has become a subject matter expert in the areas of Values Aligned, ESG, and Impact Investing. Areas which align well with her personal passion for philanthropy.
Prior to joining WE Family Offices, Rocio spent 11 years in New York City as an Associate at JPMorgan Private Bank and a Relationship Officer at Citi Private Bank, working with ultra-high net worth families throughout Latin America.
Rocio received her BBA from Baylor University with a dual degree in Economics and International Business and is a Certified Financial Planner.