KC Crain
President and CEO of Crain Communications Inc.
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KC oversees the day-to-day operations of Crain Communications as well as the company’s family of brands, including Automotive News and Ad Age.
Previously, he held roles as COO, executive vice president and director of corporate operations, vice president and group publisher. He started at Crain as a reporter for Automotive News.
Ana Gonzalez
Director of
Family Owned Business Institute
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Besides directing the Family Owned Business Institute (FOBI), Ana Gonzalez is an associate professor of management at the Seidman College of Business at Grand Valley State University in Grand Rapids, Michigan. She holds a Ph.D. and master’s in management from Tulane University and a master's in economics and a bachelor's in industrial engineering from Universidad de los Andes in Bogota, Colombia. Ana's research interests include entrepreneurship, corporate governance and sustainability in family businesses with a cross-cultural perspective.
Lex van Dam
Executive at
Rinkelberg Capital
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Lex van Dam began his career in 1992 at Goldman Sachs in New York and London, where he ran the proprietary trading desk. In 2002 he moved to GLG Partners, where he ran the European Opportunities Fund. Since 2006, Lex has been with Rinkelberg Capital, a Dutch single-family office based in London, where his current focus is on sourcing investment deals.
Lex is also the founder of the SFO Alliance, which is the largest peer-to-peer community of single-family office investment executives and principals with assets over $400 million.
Will Dickson
President of
Marketplace Homes
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In addition to leading Marketplace Homes, a national property manager and broker of newly constructed homes, Will Dickson helps manage the Dickson Family Office, focusing on commodities trading and other alternative investments.
His experience includes roles at Walleye Trading Advisors and Citigroup Commodities. Will holds a bachelor's degree in economics from Kalamazoo College, a general course degree from the London School of Economics and a master’s in professional accounting from the University of Texas at Austin.
KC Crain
President and CEO of
Crain Communications Inc.
Click to Read Bio
KC oversees the day-to-day operations of Crain Communications as well as the company’s family of brands, including Automotive News and Ad Age.
Previously, he held roles as COO, executive vice president and director of corporate operations, vice president and group publisher. He started at Crain as a reporter for Automotive News.
KC Crain
President and CEO of Crain Communications Inc.
Meet the Crain Currency Advisory Board
NEWS
Kristen Oliveri
Crain Currency is a publication committed to bringing wisdom to family wealth. This community thrives on relationships and the thought leadership of those who make a difference in the industry. In the spirit of collaboration, we have assembled an editorial advisory board to help create meaningful content that resonates.
Below is a snapshot of our board and their biographies. For those who are interested in joining the board in the years to come, please send all inquiries to kristen.oliveri@crain.com.
Nov 08, 2023 | 2 months ago
Ana Gonzalez
Director of Family Owned Business Institute
Click to Read Bio
Lex van Dam
Executive at
Rinkelberg Capital
- Family Office
Click to Read Bio
Will Dickson
President of
Marketplace Homes
Click to Read Bio
Ana Gonzalez
Director of Family Owned Business Institute
Besides directing the Family Owned Business Institute (FOBI), Ana Gonzalez is an associate professor of management at the Seidman College of Business at Grand Valley State University in Grand Rapids, Michigan.
She holds a Ph.D. and master’s in management from Tulane University and a master's in economics and a bachelor's in industrial engineering from Universidad de los Andes in Bogota, Colombia.
Ana's research interests include entrepreneurship, corporate governance and sustainability in family businesses with a cross-cultural perspective.
Lex van Dam
Executive at Rinkelberg Capital - Family Office
Lex van Dam began his career in 1992 at Goldman Sachs in New York and London, where he ran the proprietary trading desk. In 2002 he moved to GLG Partners, where he ran the European Opportunities Fund. Since 2006, Lex has been with Rinkelberg Capital, a Dutch single-family office based in London, where his current focus is on sourcing investment deals.
Lex is also the founder of the SFO Alliance, which is the largest peer-to-peer community of single-family office investment executives and principals with assets over $400 million.
Will Dickson
President of Marketplace Homes
In addition to leading Marketplace Homes, a national property manager and broker of newly constructed homes, Will Dickson helps manage the Dickson Family Office, focusing on commodities trading and other alternative investments. His experience includes roles at Walleye Trading Advisors and Citigroup Commodities.
Will holds a bachelor's degree in economics from Kalamazoo College, a general course degree from the London School of Economics and a master’s in professional accounting from the University of Texas at Austin
Richard Hartmann
Senior Adviser and
Co-Founder of Auctoris
Click to Read Bio
Kristin Hull
Founder and Chief Investment Officer of
Nia Impact Capital
Click to Read Bio
Sean Koh
CEO of Koherent
- Family Office
Click to Read Bio
Kerri Scott
COO of
Mt. Vernon Investments
- Family Office
Click to Read Bio
Richard Hartmann
Senior Adviser and Co-Founder of Auctoris
As a senior adviser and co-founder of Auctoris, Richard Hartmann believes that private wealth remaining under family control does more to serve the needs, goals, values and objectives of the family, their community, their charities and society as a whole than transferring up to 45% by default through taxes and government. While in law school, he determined that he wanted to spend his career working with successful people perpetuating success.
Richard has over 40 years of experience working with ultra-high-net-worth families and their investment advisers, attorneys, CPAs and family offices.
Kristin Hull
Founder and Chief Investment Officer of Nia Impact Capital
Kristin Hull is a conscious investor empowering individuals, families and organizations to invest in alignment with their values and for the world they want to see.
She launched Nia Global Solutions in 2013 to bring activism and impact investing into the public markets. In doing so, she developed Nia’s six solutions-focused investment themes, weaving a gender lens throughout the investment thesis. In Oakland, California, in 2010, Kristin founded Nia Community Investments, a 100% mission-aligned investment fund focused on social justice and environmental sustainability.
Sean Koh
CEO of Koherent - Family Office
Sean Koh, aka “ESKOH”— which stands for “Every Situation Kan Offer Hope” — is the inventor of “Proof of Reception” and an expert in cross-border transactions across finance, technology, infrastructure, media and entertainment, having produced, written and performed music throughout the world. Since completing his undergraduate studies at the Wharton School of the University of Pennsylvania, he has structured various financings with leading global institutions, sourcing billions of dollars worth of investments. In 2016, Sean became one of the first market makers to globalize distributed ledger technology (DLT). Through his family office, Koherent Inc., he has co-chaired a number of summits for the United Nations, World Economic Forum and other international communities.
Kerri Scott
COO of Mt. Vernon Investments
- Family Office
Kerri Scott is COO of the family office for Kenny and Lisa Troutt. She is responsible for developing strategies that promote wealth growth and sustainability or mitigate risk for the family.
Troutt was the founder of Excel Communications, which she ultimately sold to Bell Canada in 2000. Before joining Dallas-based Mt. Vernon Investments in 2005, Kerri was a senior manager in the tax department of PricewaterhouseCoopers. At PwC, she specialized in providing comprehensive wealth management and tax services to high-net-worth individuals.
Donald Levitt
President of
Levitt Consulting Inc.
Click to Read Bio
Tommy Mayes
Managing Director and Adviser of SunGate Capital
- Family Office
Click to Read Bio
Michael Moody
Professor of Philanthropic Studies, Indiana University
Click to Read Bio
Kara Pass
President and CEO of Market Street Trust Co.
- Family Office
Click to Read Bio
Tommy Mayes
Managing Director and Adviser of SunGate Capital
- Family Office
Tommy Mayes manages a single-family investment office with interests in real estate, technology, medical imaging, real estate, banking and insurance. In conjunction with his role at SunGate Capital, he is the past president and a board member of Investors Preferred Life Insurance Co., a specialized private-placement life insurance carrier with over $1.4 billion in assets.
Tommy has broad experience as an investor, executive and adviser. He has considerable experience advising many successful multigenerational families and the advisers who serve them in handling investments, governance, risk management, family office structure and succession.
Michael Moody
Professor of Philanthropic Studies, Indiana University
Michael Moody is a professor of philanthropic studies at the Lilly Family School of Philanthropy at Indiana University, Indianapolis. Before this, he was the first holder of the Frey Foundation Chair for Family Philanthropy at the Johnson Center for Philanthropy at Grand Valley State University in Michigan. Trained as a cultural sociologist with a Ph.D. from Princeton, Michael is co-author of the bestselling books Understanding Philanthropy: Its Meaning and Mission, The Philanthropy Reader and Generation Impact: How Next Gen Donors Are Revolutionizing Giving. He is a frequent speaker and sought-after commentator on philanthropic trends whose work has been featured in The New York Times, Washington Post, Forbes, Chronicle of Philanthropy, Stanford Social Innovation Review and many others.
Kara Pass
President and CEO of Market Street Trust Co.
- Family Office
As the president and CEO of Market Street Trust, Kara's core mission is to foster a culture where excellence is the norm, both in the services and the environment she creates for her team. The firm seeks to elevate the client experience by building a foundation of deep understanding, care and trust.
A shared family office is ideal for families who want all the features and benefits of a single-family office without the administrative burdens of establishing their own. As a client-owned shared family office, Market Street’s interconnected network of families derives immense value from one another and their dedicated team.
Steve Prostano
Founder and Chairman of the UHNW Institute
Click to Read Bio
Josh Roach
Managing Director at Meritage Group
- Family Office
Click to Read Bio
Michael Stack
President and Chief Investment Officer of Pierce Street Capital
- Family Office
Click to Read Bio
Rodney Sullivan
Executive Director of the Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Click to Read Bio
Steve Prostano
Founder and Chairman of the UHNW Institute
In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in wealth management, multi-family offices and global financial services. He has designed and built leading global and national multi-family offices and asset management firms and has advised industry leaders and ultra-high-net-worth families and family offices throughout his career. Before joining the Institute, Steve was the head of Family Wealth Advisors, a division of Bank of the West Wealth Management, an affiliate of BNP Paribas. There he built the first global multi-family office in the U.S. Additionally, he served on the Bank of the West’s Senior Management Committee. Steve is also the founder of The UHNW Institute, a nonprofit independent think tank and publisher of thought leadership content for UHNW families, family offices, their advisers and the financial services industry.
Josh Roach
Managing Director at Meritage Group - Family Office
Josh Roach is a trusted peer and longtime member of the single-family office community. Over the past 15 years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to merge common interests and objectives, pool and leverage specialized industry knowledge and skill sets, and optimize alignment between asset owners in co-investment vehicles. Josh is managing director of Meritage Group, a private investment firm and investment family office for the Simons family and the principals of Renaissance Technologies. Meritage Group is a fundamentally oriented firm investing across all asset classes, including controlling stakes in direct private operating platforms. Before coming to Meritage, Josh was co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd family, whose wealth creation originated from its shared ownership in the Chicago Tribune starting in 1873 through to its public listing on the New York Stock Exchange in 1983.
Michael Stack
President and Chief Investment Officer of
Pierce Street Capital - Family Office
Michael Stack oversees management of the single-family office and global investments across all asset classes. Michael spent the previous nine years as the chief investment officer of Genus Holdings LLC, a single-family office investing globally across all asset classes. Before joining Genus, he spent 18 years with SRB Corp. building an investment management company focused on managing insurance company assets and directly managing investments across all asset classes. Michael is a graduate of Stonehill College, earned his MBA from Boston University, is a chartered financial analyst (CFA) and serves on the boards of nonprofits, startups, asset management firms and limited partners advisory committees (LPACs).
Rodney Sullivan
Executive Director of the Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Rodney Sullivan is a leading industry researcher and thinker with over 25 years of experience. His career has focused on elevating and strengthening the global investment community through rigorous thought leadership that bridges theory and practice and delivering innovative investment solutions. He conducts research and publishes widely in scholarly journals and magazines and speaks regularly as a recognized expert on global investment management. Rodney currently serves as executive director of the Richard A. Mayo Center for Asset Management at the University of Virginia Darden School of Business, where he leads all center activities and teaches courses in investment management. He is also a co-editor of the Journal of Alternative Investments and founder of Vesteer Wealth Management, an independent, fee-only registered investment adviser. Held to a fiduciary standard, Vesteer puts clients’ interests first by keeping costs down while providing comprehensive, commission-free objective advice and investment management designed to help clients grow and preserve wealth from generation to generation.
Ana Gonzalez
Director of Family
Owned Business Institute
Click to Read Bio
Ana Gonzalez
Director of
Family Owned Business Institute
Besides directing the Family Owned Business Institute (FOBI), Ana Gonzalez is an associate professor of management at the Seidman College of Business at Grand Valley State University in Grand Rapids, Michigan. She holds a Ph.D. and master’s in management from Tulane University and a master's in economics and a bachelor's in industrial engineering from Universidad de los Andes in Bogota, Colombia.
Ana's research interests include entrepreneurship, corporate governance and sustainability in family businesses with a cross-cultural perspective.
Lex van Dam
Executive at
Rinkelberg Capital
- Family Office
Click to Read Bio
Lex van Dam
Executive at Rinkelberg Capital
- Family Office
Lex van Dam began his career in 1992 at Goldman Sachs in New York and London, where he ran the proprietary trading desk. In 2002 he moved to GLG Partners, where he ran the European Opportunities Fund. Since 2006, Lex has been with Rinkelberg Capital, a Dutch single-family office based in London, where his current focus is on sourcing investment deals.
Lex is also the founder of the SFO Alliance, which is the largest peer-to-peer community of single-family office investment executives and principals with assets over $400 million.
Will Dickson
President of
Marketplace Homes
Click to Read Bio
Will Dickson
President of Marketplace Homes
In addition to leading Marketplace Homes, a national property manager and broker of newly constructed homes, Will Dickson helps manage the Dickson Family Office, focusing on commodities trading and other alternative investments. His experience includes roles at Walleye Trading Advisors and Citigroup Commodities.
Will holds a bachelor's degree in economics from Kalamazoo College, a general course degree from the London School of Economics and a master’s in professional accounting from the University of Texas at Austin.
Richard Hartmann
Senior Adviser and
Co-Founder of Auctoris
Click to Read Bio
Richard Hartmann
Senior Adviser and
Co-Founder of Auctoris
As a senior adviser and co-founder of Auctoris, Richard Hartmann believes that private wealth remaining under family control does more to serve the needs, goals, values and objectives of the family, their community, their charities and society as a whole than transferring up to 45% by default through taxes and government. While in law school, he determined that he wanted to spend his career working with successful people perpetuating success.
Richard has over 40 years of experience working with ultra-high-net-worth families and their investment advisers, attorneys, CPAs and family offices.
Kristin Hull
Founder and
Chief Investment Officer of
Nia Impact Capital
Click to Read Bio
Kristin Hull
Founder and Chief Investment Officer of Nia Impact Capital
Kristin Hull is a conscious investor empowering individuals, families and organizations to invest in alignment with their values and for the world they want to see. She launched Nia Global Solutions in 2013 to bring activism and impact investing into the public markets. In doing so, she developed Nia’s six solutions-focused investment themes, weaving a gender lens throughout the investment thesis.
In Oakland, California, in 2010, Kristin founded Nia Community Investments, a 100% mission-aligned investment fund focused on social justice and environmental sustainability.
Sean Koh
CEO of Koherent
- Family Office
Click to Read Bio
Sean Koh
CEO of Koherent - Family Office
Sean Koh, aka “ESKOH”— which stands for “Every Situation Kan Offer Hope” — is the inventor of “Proof of Reception” and an expert in cross-border transactions across finance, technology, infrastructure, media and entertainment, having produced, written and performed music throughout the world. Since completing his undergraduate studies at the Wharton School of the University of Pennsylvania, he has structured various financings with leading global institutions, sourcing billions of dollars worth of investments.
In 2016, Sean became one of the first market makers to globalize distributed ledger technology (DLT). Through his family office, Koherent Inc., he has co-chaired a number of summits for the United Nations, World Economic Forum and other international communities.
Kerri Scott
COO of
Mt. Vernon Investments
- Family Office
Click to Read Bio
Kerri Scott
COO of Mt. Vernon Investments
- Family Office
Kerri Scott is COO of the family office for Kenny and Lisa Troutt. She is responsible for developing strategies that promote wealth growth and sustainability or mitigate risk for the family. Troutt was the founder of Excel Communications, which she ultimately sold to Bell Canada in 2000.
Before joining Dallas-based Mt. Vernon Investments in 2005, Kerri was a senior manager in the tax department of PricewaterhouseCoopers.
At PwC, she specialized in providing comprehensive wealth management and tax services to high-net-worth individuals.
Donald Levitt
President of
Levitt Consulting Inc.
Click to Read Bio
Tommy Mayes
Managing Director and
Adviser of SunGate Capital
- Family Office
Click to Read Bio
Tommy Mayes
Managing Director and
Adviser of SunGate Capital
- Family Office
Tommy Mayes manages a single-family investment office with interests in real estate, technology, medical imaging, real estate, banking and insurance. In conjunction with his role at SunGate Capital, he is the past president and a board member of Investors Preferred Life Insurance Co., a specialized private-placement life insurance carrier with over $1.4 billion in assets.
Tommy has broad experience as an investor, executive and adviser. He has considerable experience advising many successful multigenerational families and the advisers who serve them in handling investments, governance, risk management, family office structure and succession.
Michael Moody
Professor of Philanthropic Studies, Indiana University
Click to Read Bio
Michael Moody
Professor of Philanthropic Studies, Indiana University
Michael Moody is a professor of philanthropic studies at the Lilly Family School of Philanthropy at Indiana University, Indianapolis. Before this, he was the first holder of the Frey Foundation Chair for Family Philanthropy at the Johnson Center for Philanthropy at Grand Valley State University in Michigan.
Trained as a cultural sociologist with a Ph.D. from Princeton, Michael is co-author of the bestselling books Understanding Philanthropy: Its Meaning and Mission, The Philanthropy Reader and Generation Impact: How Next Gen Donors Are Revolutionizing Giving.
He is a frequent speaker and sought-after commentator on philanthropic trends whose work has been featured in The New York Times, Washington Post, Forbes, Chronicle of Philanthropy, Stanford Social Innovation Review and many others.
Kara Pass
President and CEO of
Market Street Trust Co.
- Family Office
Click to Read Bio
Kara Pass
President and CEO of
Market Street Trust Co.
- Family Office
As the president and CEO of Market Street Trust, Kara's core mission is to foster a culture where excellence is the norm, both in the services and the environment she creates for her team. The firm seeks to elevate the client experience by building a foundation of deep understanding, care and trust. A shared family office is ideal for families who want all the features and benefits of a single-family office without the administrative burdens of establishing their own. As a client-owned shared family office, Market Street’s interconnected network of families derives immense value from one another and their dedicated team.
Steve Prostano
Founder and Chairman of the
UHNW Institute
Click to Read Bio
Steve Prostano
Founder and Chairman of the UHNW Institute
In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in wealth management, multi-family offices and global financial services. He has designed and built leading global and national multi-family offices and asset management firms and has advised industry leaders and ultra-high-net-worth families and family offices throughout his career.
Before joining the Institute, Steve was the head of Family Wealth Advisors, a division of Bank of the West Wealth Management, an affiliate of BNP Paribas. There he built the first global multi-family office in the U.S. Additionally, he served on the Bank of the West’s Senior Management Committee. Steve is also the founder of The UHNW Institute, a nonprofit independent think tank and publisher of thought leadership content for UHNW families, family offices, their advisers and the financial services industry.
Josh Roach
Managing Director at
Meritage Group
- Family Office
Click to Read Bio
Josh Roach
Managing Director at Meritage Group - Family Office
Josh Roach is a trusted peer and longtime member of the single-family office community. Over the past 15 years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to merge common interests and objectives, pool and leverage specialized industry knowledge and skill sets, and optimize alignment between asset owners in co-investment vehicles.
Josh is managing director of Meritage Group, a private investment firm and investment family office for the Simons family and the principals of Renaissance Technologies. Meritage Group is a fundamentally oriented firm investing across all asset classes, including controlling stakes in direct private operating platforms.
Before coming to Meritage, Josh was co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd family, whose wealth creation originated from its shared ownership in the Chicago Tribune starting in 1873 through to its public listing on the New York Stock Exchange in 1983.
Michael Stack
President and Chief Investment Officer of Pierce Street Capital
- Family Office
Click to Read Bio
Michael Stack
President and Chief Investment Officer of Pierce Street Capital
- Family Office
Michael Stack oversees management of the single-family office and global investments across all asset classes. Michael spent the previous nine years as the chief investment officer of Genus Holdings LLC, a single-family office investing globally across all asset classes.
Before joining Genus, he spent 18 years with SRB Corp. building an investment management company focused on managing insurance company assets and directly managing investments across all asset classes. Michael is a graduate of Stonehill College, earned his MBA from Boston University, is a chartered financial analyst (CFA) and serves on the boards of nonprofits, startups, asset management firms and limited partners advisory committees (LPACs).
Rodney Sullivan
Executive Director of the Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Click to Read Bio
Rodney Sullivan
Executive Director of the
Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Rodney Sullivan is a leading industry researcher and thinker with over 25 years of experience. His career has focused on elevating and strengthening the global investment community through rigorous thought leadership that bridges theory and practice and delivering innovative investment solutions. He conducts research and publishes widely in scholarly journals and magazines and speaks regularly as a recognized expert on global investment management.
Rodney currently serves as executive director of the Richard A. Mayo Center for Asset Management at the University of Virginia Darden School of Business, where he leads all center activities and teaches courses in investment management. He is also a co-editor of the Journal of Alternative Investments and founder of Vesteer Wealth Management, an independent, fee-only registered investment adviser. Held to a fiduciary standard, Vesteer puts clients’ interests first by keeping costs down while providing comprehensive, commission-free objective advice and investment management designed to help clients grow and preserve wealth from generation to generation.
CEO of Mavros Capital - Family Office
Click to Read Bio
Isaac Richard III
Isaac Richard III
CEO of Mavros Capital - Family Office
Isaac Richard III is CEO of Mavros Capital, a premier multi-family office and strategic advisor to some of the world’s most accomplished and influential entrepreneurs, visionaries, athletes, families and institutions. Mavros integrates a platform of family office, asset management and investment banking solutions continuing to shape the future of how significant wealth is managed, how capital is deployed and how legacies are extended across generations. Isaac manages the firm’s strategic direction and continues to serve select single-family office and UHNW clients. As an avid investor, Mr. Richard chairs the firm’s Investment Committee, leading the Mavros expansion offering bespoke asset management strategies across both public and private markets that includes venture capital, private equity, private credit and real assets. Prior to Mavros, Isaac spent his career as a private advisor at Morgan Stanley, First Republic & J.P. Morgan. Isaac earned his BA in Economics from Pitzer College and currently resides in Los Angeles. He established a private family foundation, the Richard Mejia Foundation, focused on providing financial literacy initiatives and fellowships for underprivileged communities. He’s member of The Economic Club Of New York, The UHNW Institute, serves on the advisory board of The Lundquist Institute, The Salvon Ahmed Safehouse Foundation and multiple private companies.
Christina Lewis
Founder of Beatrice Advisors - Family Office
Click to Read Bio
Wendy Craft
CEO for Elle Family Office
Click to Read Bio
Vanessa Reniers
Director of Twinwood Family Office
Click to Read Bio
Princess Jahnavi
CEO and Senior Portfolio Manager at Auctus Fora
Click to Read Bio
Christina Lewis
Founder of Beatrice Advisors - Family Office
She is the Founder of Beatrice Advisors, an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services and exceptional value to a new generation of wealthy families and individuals. Headquartered in New York City, Beatrice opened to the public in 2024. Christina is an Executive Producer of an untitled biopic, based on her father financier Reginald Lewis’ life and posthumously-published memoir “Why Should White Guys Have All the Fun?” The project is being developed by Charles King of MACRO. She is also a member of the WIE Suite and Vice Chair of The Reginald F. Lewis Foundation. In 2020, Christina founded Giving Gap (formerly Give Blck) a nationally-recognized platform that has channeled millions of dollars to Black causes around the United States. In 2013, she founded All Star Code, a computer science education non-profit that dramatically increased awareness of the underrepresentation of boys of color in tech. The Obama Whitehouse honored Christina as a Champion of Change in 2014. She is the author of “Lonely at the Top”, a short memoir published as an Amazon Kindle Single, which earned her features in Harper’s Bazaar online and the Baltimore Sun among other places. In the early years of her career Christina was an award-winning journalist, and spent five years as a staff writer for the Wall Street Journal and one year as a ‘night cops’ reporter in Stamford, CT. Christina graduated from Harvard College with an A.B. in French and American History & Literature. She lives in New York City with her husband and their three children.
Wendy Craft
CEO for Elle Family Office
Wendy Craft serves as CEO for Elle Family Office, a single family office in Atlanta, GA. The office handles the holdings of the Lazarian family which include real estate, exotic cars and various other investments. The family office serves the first and second generations of the family.
Previously, Ms. Craft held the position of Chief of Staff for Fulcrum Equities, LLC, a single family office that invested in real estate and operating companies on behalf of its principal, Kent M. Swig. Located in New York City, the family co-invested with companies and family offices on a variety of investments around the world.
Wendy received her B.A. from Kalamazoo College, her J.D. from Thomas Cooley Law School, with a concentration in international law and her LL.M. Tax from Georgetown University Law School.
Ms. Craft enjoys speaking in the family office space and collaborating with other family offices on issues of structure and governance.
Vanessa Reniers
Director of Twinwood Family Office
Vanessa Reniers is the leader of a single-family office reporting into the G1 Patriarch. This Family Office serves an International, 3 generation family. Under her charter and scope, Vanessa overseas risk assessment/mitigation for all assets, insurance, legacy, estate and succession planning, financial education program for the G3’s, the family-owned executive protection (security) company, family events and the information systems. Prior to being hired to start this SFO, Vanessa was at Microsoft for eleven years, with her last role as Chief of Staff for a Corporate VP. She holds a Management degree from Purdue and a Family Office Governance Certification from Northwestern Kellogg.
Princess Jahnavi
CEO and Senior Portfolio Manager at Auctus Fora
Princess Jahnavi Kumari Mewar is the CEO and senior portfolio manager at Auctus Fora. She has led her family office and multi-family office investment companies for the last decade. She has also founded and successfully launched several companies within financial services, real estate, industrial and healthcare sectors. Jahnavi previously worked for Ord Minett / JP Morgan as an Investment Adviser before launching a boutique investment bank JPM Capital. Her experience and expertise encapsulates Asset Management in Private Equity and Structured Credit, Investment Banking, Mergers & Acquisitions and Corporate Advisory. Jahnavi graduated with majors in Economics, International Trade, International Business and Marketing.
Rodney Sullivan
Executive Director of the Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Click to Read Bio
Rodney Sullivan
Executive Director of the
Richard A. Mayo Center for Asset Management, Darden School of Business, University of Virginia
Rodney Sullivan is a leading industry researcher and thinker with over 25 years of experience. His career has focused on elevating and strengthening the global investment community through rigorous thought leadership that bridges theory and practice and delivering innovative investment solutions. He conducts research and publishes widely in scholarly journals and magazines and speaks regularly as a recognized expert on global investment management.
Rodney currently serves as executive director of the Richard A. Mayo Center for Asset Management at the University of Virginia Darden School of Business, where he leads all center activities and teaches courses in investment management. He is also a co-editor of the Journal of Alternative Investments and founder of Vesteer Wealth Management, an independent, fee-only registered investment adviser. Held to a fiduciary standard, Vesteer puts clients’ interests first by keeping costs down while providing comprehensive, commission-free objective advice and investment management designed to help clients grow and preserve wealth from generation to generation.
Isaac Richard III
CEO of Mavros Capital - Family Office
Click to Read Bio
Isaac Richard III
CEO of Mavros Capital - Family Office
Isaac Richard III is CEO of Mavros Capital, a premier multi-family office and strategic advisor to some of the world’s most accomplished and influential entrepreneurs, visionaries, athletes, families and institutions. Mavros integrates a platform of family office, asset management and investment banking solutions continuing to shape the future of how significant wealth is managed, how capital is deployed and how legacies are extended across generations. Isaac manages the firm’s strategic direction and continues to serve select single-family office and UHNW clients.
As an avid investor, Mr. Richard chairs the firm’s Investment Committee, leading the Mavros expansion offering bespoke asset management strategies across both public and private markets that includes venture capital, private equity, private credit and real assets. Prior to Mavros, Isaac spent his career as a private advisor at Morgan Stanley, First Republic & J.P. Morgan. Isaac earned his BA in Economics from Pitzer College and currently resides in Los Angeles. He established a private family foundation, the Richard Mejia Foundation, focused on providing financial literacy initiatives and fellowships for underprivileged communities. He’s member of The Economic Club Of New York, The UHNW Institute, serves on the advisory board of The Lundquist Institute, The Salvon Ahmed Safehouse Foundation and multiple private companies.
Christina Lewis
Founder of Beatrice Advisors - Family Office
Click to Read Bio
Christina Lewis
Founder of Beatrice Advisors - Family Office
She is the Founder of Beatrice Advisors, an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services and exceptional value to a new generation of wealthy families and individuals. Headquartered in New York City, Beatrice opened to the public in 2024. Christina is an Executive Producer of an untitled biopic, based on her father financier Reginald Lewis’ life and posthumously-published memoir “Why Should White Guys Have All the Fun?” The project is being developed by Charles King of MACRO. She is also a member of the WIE Suite and Vice Chair of The Reginald F. Lewis Foundation
In 2020, Christina founded Giving Gap (formerly Give Blck) a nationally-recognized platform that has channeled millions of dollars to Black causes around the United States.
In 2013, she founded All Star Code, a computer science education non-profit that dramatically increased awareness of the underrepresentation of boys of color in tech. The Obama Whitehouse honored Christina as a Champion of Change in 2014. She is the author of “Lonely at the Top”, a short memoir published as an Amazon Kindle Single, which earned her features in Harper’s Bazaar online and the Baltimore Sun among other places. In the early years of her career Christina was an award-winning journalist, and spent five years as a staff writer for the Wall Street Journal and one year as a ‘night cops’ reporter in Stamford, CT.
Christina graduated from Harvard College with an A.B. in French and American History & Literature. She lives in New York City with her husband and their three children.
Wendy Craft
CEO for Elle Family Office
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Wendy Craft
CEO for Elle Family Office
Wendy Craft serves as CEO for Elle Family Office, a single family office in Atlanta, GA. The office handles the holdings of the Lazarian family which include real estate, exotic cars and various other investments. The family office serves the first and second generations of the family.
Previously, Ms. Craft held the position of Chief of Staff for Fulcrum Equities, LLC, a single family office that invested in real estate and operating companies on behalf of its principal, Kent M. Swig. Located in New York City, the family co-invested with companies and family offices on a variety of investments around the world.
Wendy received her B.A. from Kalamazoo College, her J.D. from Thomas Cooley Law School, with a concentration in international law and her LL.M. Tax from Georgetown University Law School. Ms. Craft enjoys speaking in the family office space and collaborating with other family offices on issues of structure and governance.
Vanessa Reniers
Director of a single-family office reporting into the G1 Patriarch
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Vanessa Reniers
Director of a single-family office reporting into the G1 Patriarch
Vanessa Reniers is the leader of a single-family office reporting into the G1 Patriarch. This Family Office serves an International, 3 generation family. Under her charter and scope, Vanessa overseas risk assessment/mitigation for all assets, insurance, legacy, estate and succession planning, financial education program for the G3’s, the family-owned executive protection (security) company, family events and the information systems. Prior to being hired to start this SFO, Vanessa was at Microsoft for eleven years, with her last role as Chief of Staff for a Corporate VP. She holds a Management degree from Purdue and a Family Office Governance Certification from Northwestern Kellogg.