Howard Bragman, Vice-Chairman, Reputation.com, ABC News Consultant, Chairman, 15 Minutes and Author, “Where's My Fifteen Minutes?: Get Your Company, Your Cause, or Yourself the Recognition You Deserve”
Howard Bragman is the Vice Chairman of the world’s leading online reputation management firm, Reputation.com. This multi – faceted role entails raising awareness about the importance of managing one’s online image, improving the company’s products and helping its customers build their reputations.
Michael Cole, Ascent Private Capital Management
Michael spends the majority of his time sharing his vision of how Ascent Private Capital Management may help families with significant resources act strategically to potentially make an impact with their wealth. "I believe there is no higher calling than to help people move forward in a direction that creates a positive change in how they manage their wealth and impact the world." Michael brings more than 28 years of financial-service experience to his position. He earned a bachelor's degree from Emory University in Atlanta, Georgia and is also a Certified Financial Planner.
David Friedman, WealthX
Maria Elena Lagomasino, WE Family Offices
Maria Elena (Mel) Lagomasino is CEO and Managing Partner of WE Family Offices, a multi-family office serving global ultra high net worth families. She is a recognized leader in the wealth management industry, and is a Founding Member of the Institute for the Fiduciary Standard.
Mel served as CEO of GenSpring Family Offices, a leading multi-family office. Prior to that, she served as Chairman and Chief Executive Officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase’s worldwide private banking business in 1997. Following the chase-JP Morgan merger, she became Chairman and Chief Executive Officer of the JP Morgan Private Bank.
Thomas Melcher, Hawthorn, PNC Family Wealth
Thomas P. Melcher is executive vice president and managing executive of Hawthorn, PNC Family Wealth℠, which is dedicated to serving the needs of individuals and families with investable assets in excess of $20 million. With national responsibility for this business, Mr. Melcher oversees the investment process and all facets of client acquisition and servicing. He also personally manages nearly $2 billion for ultra high-net worth individuals and families. In addition, he is a member of the PNC Wealth Management Investment Policy Committee, the Investment Advisor Research Committee, and the Risk Management, Investment and Fiduciary Committee.
Preston Root, Root Family Board of Directors
Preston Root is president of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 113 years. Root Company is a sixth generation family business based in Florida. He is the great grandson of C.J. Root who founded Root Glass Company in Terre Haute, Indiana in 1901. Root Glass Company designed, patented and manufactured the original 6 ½ ounce Coca-Cola bottle in 1916. Root Company relocated to Florida in 1950 and started to build what would become one of the largest independent bottlers of Coca-Cola in the United States. Preston has worked for the family business for 35 years in roles ranging from route sales to radio station manager.
Mark Rubin, FTI Consulting
Mark B. Rubin is a senior managing director and leads the firms’ Private Client Tax & Advisory Services practice, based in New York. Mr. Rubin oversees service delivery to private enterprises, family businesses, family offices and high net worth executives in the following areas: Income Tax Planning and Compliance, Asset Protection and Estate Planning, Multigenerational Succession and Governance Planning, Financial Planning, Philanthropic Advisory Planning, Family Office Services and Trust Accounting Services. Mr. Rubin is a recognized leader in the field of advising multigenerational families regarding tax planning and, broadly speaking, governance for long-term wealth preservation. He advises regularly on litigation matters regarding the tax implications of transactions in damage assessment.
Dan Schawbel, Managing Partner, Millennial Branding and author of Me 2.0: 4 Steps to Building Your Future and Promote Yourself: The New Art of Getting Ahead
Dan Schawbel, recognized as a “personal branding guru” by The New York Times, is the Managing Partner of Millennial Branding, a Gen Y research and consulting firm. He is the author of the #1 international bestselling book, Me 2.0: 4 Steps to Building Your Future, now in 13 languages. His second book, Promote Yourself: The New Art of Getting Ahead, will be released in 2013 by St. Martin’s Press. Dan is a columnist at both TIME and FORBES, and has been featured in over 1,000 media outlets, such as Wired Magazine, PBS Nightly Business Report, and ELLE Magazine. He’s spoken at Google, NBC Universal, McGraw-Hill, Harvard Business School, MIT, Time Warner, IBM, and CitiGroup. Dan was named to the Inc. Magazine 30 Under 30 List in 2010, the Forbes Magazine 30 Under 30 List in 2012, and BusinessWeek cites him as someone entrepreneurs should follow on Twitter.
Leslie Voth, Pitcairn
FOX Speakers and Facilitators
Sara Hamilton, CEO and Founder
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.
Amy Hart-Clyne, Managing Director - Market and Content Development
Amy Hart Clyne is Managing Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
Alexandre Monnier, President
Alexandre, who has extensive experience in creating, marketing, and delivering premium services in the private aviation and healthcare industries, plays a significant role in the next phase of growth for FOX, which includes the launch of the FOX Wealth Center website, introduction of three new advisor directories, expansion of the successful workshop program, and development of appropriate local membership models outside the U.S. He has executive-level experience at PinnacleCare and Bombardier Skyjet and served 10 years as a management consultant for firms in the U.S. and Europe.
David Lincoln, Managing Director - Research
David Lincoln joined Family Office Exchange as Managing Director of Research in April 2007. Formerly practice manager for The VIP Forum of the Corporate Executive Board, which serves as a best practices research advisor to 400 leading financial organizations in 42 countries, Mr. Lincoln brings to his role 13 years of research product development and delivery expertise. Previously, he held research-related positions at the Goldman Sachs Group in New York, where he completed the firm's first complete research analysis of private wealth management, and the Institute for International Economics, where he assisted institute fellows with research focusing on international trade and economic issues.
Karen Neal, Managing Director - Consulting
Karen Neal is managing director of the Family Office Exchange (FOX) consulting group, where she works with family groups 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. Ms. Neal brings to her clients more than 20 years of consulting experience with an extensive background in the valuation of closely held businesses for estate and gift tax planning, merger and acquisition, and financial planning purposes.