The FOX Team and Areas of Expertise

Sara Hamilton, Founder and CEO

Sara Hamilton - Family Office Exchange

Founder and CEO of Family Office Exchange, Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management.

Areas of Expertise: Enterprise Families, Governance

Read More →

Bill Sullivan, President

Bill Sullivan - Family Office Exchange

Bill Sullivan is the president of Family Office Exchange (FOX). He is a thought leader who understands the role that disruption and innovation will play in transforming our industry. He leads FOX in helping members to understand and plan for future transitions in the family enterprise, the family business, and the family office.

Areas of Expertise: Enterprise Families, Disruption, and Innovation

Read More →

Glen W. Johnson, Chief Operating Officer

Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Areas of Expertise: Business Owners, Business Transition, Wealth Advisors

Read More →

Karen Rush, Managing Director, Membership

Karen Rush - Family Office Exchange

Karen Rush is managing director of the family office and wealth advisor markets for Family Office Exchange (FOX).  Karen works with family and advisor members to understand their objectives, providing guidance to help address their needs through the resources available at FOX. She also co-chairs FOX Advisor Councils and assists in the development of new and enhanced service offerings for members. Formerly the events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Areas of Expertise: Industry Trends, Advisor Strategies, Family Office Compensation

Read More →

Miguel López de Silanes, Market Leader, Europe and Latin America

Miguel López de Silanes Gómez is the market leader for Europe and Latin America at Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and also actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America. 

Areas of Expertise: Enterprise Families, International Trends

Read More →

Scott Winget, Market Leader, Enterprise Families

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 Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members. 

Area of Expertise: Enterprise Families

Read More →

Gaby Griffin, Market Leader, Business Owners and Family Office Executives

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at 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 environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.

Areas of Expertise: Business Owners, Business Transition, Family Governance, Wealth Advisors

Read More →

Maarten de Groot, Co-Chair, FOX Global Institute for Enterprise Families

Maarten de Groot - Family Office Exchange

Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focussing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities of non-financial considerations of ultra-high net worth enterprise families, leading to impact and wealth preservation. He pursues this line of inquiry through qualitative and quantitative empirical studies, reaching out to his global network of ultra-high net worth families.

Read More →

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer

Mindy Earley - Family Office Exchange

Mindy Earley is an education and family office professional who believes that empowerment and knowledge are key to living a purpose-driven and self-actualized life. She is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents.

Area of Expertise: Family Learning

Read More →

David F. Toth, Managing Director

David Toth - Family Office Exchange

David Toth is a managing director at FOX. In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure, and achieving profitable growth. David has authored a number of reports including our recently published study on the “Transformation of the Ultra-Wealth Business.” David serves as co-moderator of FOX’s Multi-Family Office (MFO), Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).

Areas of Expertise: Industry Trends, Advisor Strategies

Read More →

Jonathan Tunner, Director, Private Investment Opportunities

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 desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards.

Read More →

Heather Abramson, Director, Relationship Manager

Heather Asher Abramson - Family Office Exchange

Heather Abramson is the Director, Relationship Manager for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.

Areas of Expertise: Rising Gen, Business Owner Trends

Read More →

Ruth Easterling, Managing Director, Member Services

Ruth Easterling - Family Office Exchange

Ruth Easterling is managing director of member services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.

Area of Expertise: Family Office Best Practices

Read More →

Stephanie Simmons, Relationship Manager

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 address their unique needs through the resources available at FOX.

Read More →

Marc Gaydos, Regional Director, Membership, East

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 their needs and priorities to ensure a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Marc is responsible for identifying and securing sponsorship for FOX forums and educational workshops.

Read More →

Kelly Zurek, Chief Financial Officer

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 accounting, and developing process, procedure and executive reporting for investment operations and family members, alike.

Read More →

Joe Teller, Managing Director, Marketing & Communications

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, sales, member support and public relations/media outreach.

Joe brings over twenty-five years of client experience, sales, brand identity and wealth management marketing experience to FOX and its members. He held key leadership positions in the Marketing and Strategy Group at BMO (Bank of Montreal). He developed and oversaw enterprise marketing initiatives that maximized and leveraged marketing and sales through brand alignment and activation, and specialized events.

Read More →

Peter Leo, Director of Human Captial

Peter Leo, SHRM-CP, 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 financial services, technology, financial technology, manufacturing and services industries.

Read More →

Tim Duffy, Esq., General Counsel

Tim Duffy is the General Counsel and Interim Direct Investment Director at FOX. In his role, he is responsible for overseeing FOX’s legal affairs and advises the company on a wide range of legal and business issues.

Read More →

Tony Gebely, Chief Technology and Integration Officer

Tony Gebely - Family Office Exchange

Tony Gebely is the Chief Technology and Integration Officer at FOX with 13 years of experience in the field. At FOX, Tony has worked with senior management to develop and execute the firm's technology roadmap while collaborating with the marketing, business development and IT teams.

Areas of Expertise: Technology, Cybersecurity

Read More →

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.

Areas of Expertise: Technology Integration

Read More →

The FOX Membership Experience

FOX provides a community for networking, objective guidance, and continuous learning.
Gain from the collective intelligence gathered over 30 years.