Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at


Expert Details

Strategy and Investment; Family Offices

ID: 736846 Connecticut, USA

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Expert is an investment and strategy consultant to family offices and was the co-founder and founding president of a global forum for single family offices. Previously, Expert helped to start a single family office and foundation in New York, where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that role. He started his career at Salomon Smith Barney. 

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.


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
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.
Years Employer Title Department
Years: 2020 to Present Employer: Undisclosed Title: Director Department:
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.
Years Employer Title Department
Years: 2009 to 2013 Employer: Self-Employed Title: Co-Founder/Founding President Department:
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.
Years Employer Title Department
Years: 2003 to 2008 Employer: Global Investors LP Title: Investment Manager Department:
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.

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)

Fields of Expertise

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