The Larry Kraus Family Office Tech-NEW-logy Institute Video Program in association with MyFOTech

Chris is a financial planner and, before moving into the non-profit sector, he led the Family Office practice of Oakbrook Solutions (later acquired by F2 Strategy), one of North America’s foremost systems, process, and delivery experts for the wealth management industry. Chris helped high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, he brought an understanding of the unique dynamics, culture, challenges and needs of family offices.

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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.

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.

Andy Fox is a wealth management professional with over 35 years of experience. He spent the
last 16 years in the family office space as a COO or CFO of single family offices. His expertise
is in investment accounting and reporting, operations and administration. Andy represented the
first family office to implement the SEI Archway product, which was successfully completed
due to his background and experience.
 

Prior to working for single family offices, Andy spent 10 years as a Managing Director at US
Trust responsible for client service and relationship management for a high net worth client base
of over $30 billion in assets under management. Andy also worked at Union Bank of
Switzerland and started his career at Goldman Sachs.

Andy is currently providing consulting services to single and multi-family offices.

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.

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.

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Mark Rogozinski is an Executive Managing Director and Head of Family Office Services at Cresset. In this role, Mark oversees the firm’s comprehensive suite of Family Office Services, which includes Banking and Lending, CFO, Family Governance, Lifestyle, Risk Management, Tax, Wealth Planning, and Wealth Strategy. 

Mark has held various executive leadership roles over the past 25 years within the financial services sector. Most recently, he served as Chief Strategy Officer at Pitcairn (a multi-family office). He has also held the following positions throughout his career: CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc. (a wealth- tech business), President of RockIT Solutions, Inc, and Head of the Operations and Technology Group of Rockefeller & Co, Inc. In addition, he previously served as Managing Director at SEI, Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.

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.

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN. 

Gary focuses on delivering Operations Assessments/Optimization Audits encompassing Process, People, and Technology. His clients are private wealth family offices, hedge funds, private equity funds, and funds of funds that seek an unbiased, independent review of their Operations to realize any of several goals, including identifying/addressing pain points, reducing costs, defining the optimal approach when considering significant, organization-wide investments in new platforms and markets - or simply seeking a review to ensure that their Operations are continuing to perform efficiently.

Gary’s current role derives from 28 years of experience designing, developing and implementing portfolio, partnership and tax accounting software solutions for private wealth family offices, hedge funds, private equity funds, funds of funds and their accounting and fund administration service providers, in roles that included Managing Director – Digital Transformation & Innovation at BDO, Director – Tax Technology at SS&C Technologies, performing a similar role designing next-gen partnership tax compliance at Ernst & Young’s Financial Services Office Tax Compliance and Tax Technology and Transformation practices, and software vendors SunGard Alternative Investments Group, SS&C, and Shepro Braun.

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.

Michael has over 25 years of experience in professional services for wealth management, specializing in private banking and trust companies. His expertise includes asset management, finance transformation, merger integration, and process improvement. Previously, he owned a New York-based technology consulting firm serving prominent trust companies. Michael's background also includes roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He resides in New York.

John works in RSM’s Family Office practice and has over 30 years of family office advisory experience including over 10 years of public accounting experience, covering family office tax and family office advisory services in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search and selection initiatives.

John also has 10+ years of experience at Private Wealth Management & MD at a Global Multi-Family Office (MFO) as regional managing director running & overseeing wealth transfer strategists and a founding member of a financial institutions MFO task force. John served in C-suite roles as CEO, CFO, and COO of Multi-generational Global Single-Family Offices (SFO).

Professional affiliations and credentials
• Certified public accountant.
• Family Office Committee of New York State’s Society of CPA’s (NYSSCPA’s), Founding Member.
• SFO Investment & Governance Committee Member, Trust & Corporate Officer, Foundation Board Member, Socially Responsible Investment and Philanthropic Entity Board Member.

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Former North American publisher of Family Wealth Report. Sales & key account manager with 15+ years' experience in publishing/events & wealth management tech. Skilled in launches, negotiations, leadership. Avid athlete, published academic, experienced in diverse global environments. Passionate about fostering enduring relationships.