Senior Director, Institute for Family Culture, Abbot Downing
Bill is a graduate of Boston College, Georgetown University Law Center, and has a masters in Family Studies from Loyola University of Chicago. He brings an interdisciplinary perspective as well as experience working with diverse leaders from deeply held identity and faith based communities to help individuals and families leverage their unique perspectives when working on generational succession, leadership development, and high impact systems change. Bill is co-chair of the Nexus Working Group on Family Prosperity and has been a speaker at the Council on Foundations, Attorneys for Family Business, Family Firm Institute, Creating Change Through Family Philanthropy, and the FRA Family Office Symposium. Bill taught a course on family philanthropy as an adjunct professor at New York University and he provided editorial assistance to James E. Hughes, Jr. for the second edition of his classic book, Family Wealth.
Michael P. Hotz, CFA
Vice President, Asset Consulting Group
Senior Institutional Sustainable Investing Specialist, Brown Advisory
CEO & Founder, OceanGate
Stockton conducts all significant test dives of OceanGate’s submersibles as well as the first dives on all new dive sites. Throughout 2019, he piloted a series of test dives of Titan, culminating in a solo dive to 4000 meters. In 2021, he will pilot OceanGate’s Titan submersible on its inaugural Titanic Survey Expedition, taking citizen explorers 3,800 meters below the surface of the North Atlantic to the wreck site of the RMS Titanic. Throughout this once-in-a-lifetime opportunity the citizen explorers, known as Mission Specialists, will play an active role in digitally documenting and preserving the historic site.
Stockton has served on the Boards of several small businesses and The Museum of Flight in Seattle. He maintains and flies a Glasair III high performance airplane that he built from a kit in 1989.
Director, Relationship Manager
Before joining FOX in 2008, Heather served as Strategic Marketing and Events Manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.
Heather has a B.A. degree in Journalism, Public Relations, and Political Science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in Organizational and Multi-cultural Communications.
Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer, FOX Family Learning CenterTM
Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Certified Meeting Professional with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of enterprise family and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction.
Managing Director, Member Services
Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design.
Ruth holds a B.A. degree in Management and Leadership from Judson College.
Nate Hamilton, CFA
Advisory Board Member
Founder & CEO
Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy.
Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives and wealth advisory firms in more than 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report.
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 where she is an adjunct faculty member for their Private Wealth Management course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York.
Director, Private Investment Opportunities
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. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses.
Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.