FOX Rising Gen Virtual Forum - May 25-26, 2021 Presenters

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Kathryn H. Andrew
Junior Board Member, Andrew Family Foundation

Kathryn has been a member of the Andrew Family Foundation’s Junior Board for over 15 years, which over that time has grown to include 18 members of the Andrew Family’s Rising Generation. Kathryn also sits on the Foundation’s Strategic Philanthropy, Spousal Integration, and Family Education committees, and with both the 2nd and 3rd Generations works to further the foundation’s mission both within and outside the family. Kathryn has also worked in the theatre industry in for almost 10 years at such institutions as the John F. Kennedy Center for Performing Arts, Roundabout Theatre Company, and Manhattan Theatre Club. Most recently, Kathryn was working alongside the artists of Ain't Too Proud: The Life and Times of the Temptations on Broadway as their Associate Company Manager before COVID-19 forced the show to shut down. While eagerly anticipating getting back to work on Ain't Too Proud, Kathryn is pursuing an online Master’s degree in Nonprofit Leadership & Management through Arizona State University.

Nathan Dungan
Founder and President, Share Save Spend®

Nathan Dungan is the Founder and President of Share Save Spend®. He speaks and consults with organizations and families on the topic of financial wellbeing. Nathan uses a Wellbeing Framework to help individuals and families build capabilities that are most relevant for them and the goals of their family.  
He is the author of three books and numerous resources for organizations and families. Nathan's newest resource, Money Sanity U®, is a subscription-based virtual learning platform that addresses a variety of money topics in a simple and interactive format—all designed to improve financial wellbeing. You can learn more at Share Save Spend.


Lincoln S. Ellis
Sr. Investment Strategist, Northern Trust, Global Family Office

Lincoln S. Ellis is the Senior Investment Strategist for the Global Family and Private Investment Office business at Northern Trust. In this capacity, Lincoln works with Chief Investment Officers, investment staff and their families on portfolio construction, asset allocation, manager selection and program implementation. Lincoln is also tasked with managing investment programs for some of the firm’s most important relationships.

He is a member of the firm’s Investment Policy Committee and the Institutional Group’s Multi-Manager Solutions - Investment Oversight Committee.

Lincoln began his professional career as a journalist with the Associated Press. After graduate school Ellis went to Columbia University as a start-up entrepreneur using a grant from the Andrew W. Mellon Foundation to explore the early effects of the internet on publishing – specifically in the disciplines of Politics and Economics. At Columbia he developed a stable of global content contributors and subscribers to one of the world’s first online research tools and in the process creating the most profitable business at Columbia University’s Press.

Lincoln began his investment career at Morgan Stanley & Co in the late 1990s spending time with a number of different business units and ultimately acting as the Chief Investment Officer for a team of 3 with 20 relationships and close to $2Billion dollars in AUM/AUA.

Since leaving Morgan Stanley in 2005, Lincoln formed his own advisory practice, Astor Janssen, where he advised wealthy families, single and multi family offices as well as institutions on asset allocation, risk management, manager due diligence and investment vehicle creation. He was portfolio manager for a multi-manager fund of funds in the commodity space named Poplar Jackson and more recently has run the proprietary Global Macro and Fixed Income investment vehicles at Astor Janssen. Lincoln has advised or managed over $8Billion over the course of his firm’s work.

Lincoln earned his masters degree in Political Science in 1996, the same year he completed his PhD coursework – also in politics – at the Graduate Faculty of The New School for Social Research in New York City. He also holds a Bachelors degree in Political Science from Valparaiso University in Indiana.


Ashley Feik-Campbell, PharmD
Clinical Pharmacist, Board Secretary for Feik, Ent. & The Feik Family Foundation

Ashley Feik-Campbell is originally from San Antonio, Texas but resides in Dallas, Texas with her husband and 1-year old baby boy. She completed her undergraduate degree at Texas Tech University and Doctorate at The University of the Incarnate Word. Ashley is a member of the executive board and family board for Feik, Ent., on the board for The Feik Family Foundation and is the current secretary for all three boards. She is also a Clinical Pharmacist at Presbyterian Hospital of Dallas. She joined the Feik, Ent. boards in 2016 and became secretary in January of 2021. Feik, Ent. manages the Feik Family market investments, two hotels, an office building, shopping centers, a multi-family complex, several alternative investments, and two shared vacation properties. Not having had formal education in business, Ashley is always working to improve her knowledge of business and finance as well as ways to improve board efficiency. In her spare time she likes to foster dogs and cats and volunteer through the Junior League of Dallas.


Charles B. Grace, III
Managing Director, Cambridge Associates, LLC

Charlie is a Managing Director of Family Enterprise Solutions in the Private Client practice at Cambridge Associates. He has over 20 years of experience advising multi-generation families on holistic wealth strategies, including establishing and assessing single family offices, instituting and refining investment programs, designing structures and governance for families and associated boards, and executing many other types of projects – all in the context of best practices.  Charlie is a thought leader in wealth management and has been quoted in many publications and spoken at industry conferences for ultra high net worth families.

Prior to joining Cambridge Associates, Charlie spent 10 years at Family Office Exchange (FOX) as a Managing Director in the advisory practice focused on family enterprise strategies.  Charlie helped families through various transitions, such as new liquidity, generational family change, or adjustments to advisory team structure. Prior to FOX, Charlie served as Managing Director and Chairman of the Management Committee at Ashbridge, a single and multi-family office. His responsibilities included advising on investment portfolios and broader wealth management, business development, serving as an investment committee member, and part of the senior management team.  Charlie has served for 10 years as a Trustee, including Treasurer and Investment Committee Member of the non-profit, Isaac H Tuttle Fund, in New York City.


Justin Hugon, Ph.D.
Particle Physicist, Family Leaders Council Member  

Justin Hugon grew up in Duncan, Oklahoma. Life-long learning is one of Justin’s joys and chief values. Justin studied physics at Rhodes College in Memphis, Tennessee, and then went on to do his Ph.D. in physics at the University of Florida in Gainesville, Florida. His Ph.D. work was in experimental particle physics, studying the Higgs boson with the Large Hadron Collider at the European Organization for Nuclear Research (CERN) in Geneva, Switzerland. In the process of getting his Ph.D., he spent two years living in France, right across the border from Geneva, and loved getting to live and work with people from all over the world. Playing a small part in the discovery of the Higgs boson is one of the highlights of his life. After graduating with his Ph.D., while doing his postdoc at Louisiana State University, Justin engaged in the testing and construction of prototypes for the Deep Underground Neutrino Experiment which will shoot a high-intensity beam of neutrinos from Fermilab, outside of Chicago, Illinois, through the earth to a detector deep in a mine in South Dakota. Justin then transitioned to a teaching-focused Visiting Professorship at Oglethorpe University in Atlanta, Georgia, where he taught a diverse range of physics courses and undertook the transition from all in-person to all online coursework due to the COVID-19 pandemic. Subsequently, Justin moved from Atlanta to Edmond, Oklahoma, to be closer to his family. Justin is currently serving as a member of the Family Leaders Council and chair of the Family Communication Committee, as well as teaching his 2 year-old son English (speech and letters), mathematics (counting!), and classical physics (throwing balls and splashing water at mommy at bath time!). He hopes to be able to apply his science and education background to improve the Family Enterprise and continue teaching physics in the Oklahoma City area.  

FOX Team Profiles

Heather Asher Abramson​
Director, Relationship Management

Heather Asher Abramson is the Director of Relationship Management 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.​

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 Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She also provides support to the Family Learning and Experience Council and FOX Family Learning Network (FLN). Mindy is inspired by helping people learn, grow, and discover the way that they will make personal and productive contributions by using their strengths and talents. ​

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.​

Ruth Easterling​
Managing Director, Member Services

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.​

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.


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.     

Gabby brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing.  Gaby has been involved with the FOX community for over 20 years.    

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Ms. Griffin is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI). Gaby served on the Board of Trustees for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector.  


Sara Hamilton​​
Founder & CEO​​

Sara Hamilton is the 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.​

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.​


Jeff Strese
Family Learning & Leadership Consultant

Jeff Strese is the Family Learning & Leadership Consultant for Family Office Exchange. As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy.

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).


David Toth
Managing Director

David Toth is a Managing Director at FOX and is Market Leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs.  

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management.  

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.

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. 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. ​


Scott Winget 
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader 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. 

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years. 

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.