Expert Details
Strategy and Investment; Family Offices
ID: 736846
Connecticut, USA
Expert is a director at a non-profit that shares stories of inheritors. Expert is on the editorial board of (undisclosed) Wealth Report, where he also conducts a monthly interview with notable people in the family office world. He is a founding member of a council at Princeton University; a member of the NYU Stern Family Office Council; and an advisor to the RDS Milken Family Office Council. He is an alumnus of Singularity University.
Expert has an A.L.B. from Harvard University and is on the board of his hometown Harvard Club.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2012 | Degree: Completed | Subject: Executive Program | Institution: Singularity University |
| Year: 2006 | Degree: Aresty Institute of Executive Education | Subject: Private Wealth Management Program | Institution: University of Pennsylvania, Wharton School |
| Year: 2002 | Degree: Bachelors in Liberal Arts | Subject: English Literature | Institution: Harvard University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2013 to Present | Employer: Undisclosed | Title: CEO | Department: Advisory |
Responsibilities:In his current role as CEO, Expert is responsible for strategy and investment consulting to ultra-high net worth and family office clients. In this capacity, he conducts analysis and implementation of financial strategy, management, and operations for substantial and complex organizations. He also structures business and investment opportunities; develops and implements tax-efficient diversified investment strategies; designs tools to monitor investment performance and valuation of interests in transactions; and integrates the transfer of wealth strategy including estate, trust, foundation, tax, and insurance planning.In this capacity, Expert streamlines business operations, accounting, reporting, risk management, and compliance functions. He also negotiates client contracts, joint ventures, executive employment contracts and commercial leases. Finally, he administers employee matters and facilities, including data, communications, and security. |
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| Years | Employer | Title | Department |
| Years: 2020 to Present | Employer: Undisclosed | Title: Director | Department: |
Responsibilities:Expert is currently Director of this non-profit, founded in 1992, that collects and shares stories dedicated to exploring the emotional and social impact of wealth on inheritors. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2013 | Employer: Self-Employed | Title: Co-Founder/Founding President | Department: |
Responsibilities:Expert created one of the largest family office membership groups in the world from scratch. He designed and implemented a business model that was successful in a fiercely competitive space that had no successful entrants in over twenty years. He began the group with a handful of families and grew it to an organization with 40 events annually that attracted over 300 families from all over the world in two short years.Past speakers have included Ray Dalio, Bill Ackman, Peter Thiel, John Paulson, Sam Zell, Michael Moritz, Nouriel Roubini, David Einhorn, Wilbur Ross, Cliff Asness, Glen Dubin, Richard Perry, Daniel Loeb and Ron Baron. Expert personally developed hundreds of family office relationships ranging from $100 million to $8 billion. He cultivated a wide range of contacts across wealth management and asset management. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2008 | Employer: Global Investors LP | Title: Investment Manager | Department: |
Responsibilities:Expert established a new family office for a recently liquid family. He developed systems and processes, vetted advisors and consultants, researched software and best practices, and implemented long-term plans for family and office. Advised family on estate planning, generational transfer and structuring family meetings.Expert personally managed energy portfolio for the foundation that returned 75% over three years. |
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Career Accomplishments
| Associations / Societies |
|---|
| Family Wealth Report, Editorial Board Princeton Family Office Council, (undisclosed) Member New York University Family Office Council, Member Milken/RDS Family Office Council, Member Harvard Club of Western Massachusetts, Board Member (2019-present) |
| Professional Appointments |
|---|
| Family Wealth Report Awards, Judge Private Wealth Management Awards, Judge Harvard Club of Western Massachusetts, President, 10 years |
| Publications and Patents Summary |
|---|
| Publications: 11 Representative Media Citation and Quotes: 12 (Dow Jones, Private Banker International, Private Asset Management, Bloomberg, Wall Street Journal, Financial Times, HFM Week, Family Office Review) |