Zoltan Szakal Bio “Laser focused on providing a singular customer satisfaction experience” Zoltan Szakal is the founder of two successful Financial Management software consulting practices.…

Ziad Moukheiber is CEO of Boston Harbor Angels one of the leading angel investing groups in the US. He is also Managing Partner at BeaconHill…

Zach Ferres is the CEO of Coplex, a nationally-ranked startup accelerator that partners with Industry Experts to start high-growth tech companies. Coplex has helped start…

Bill Schoenbach is the Family Office Practice Leader at Aon Risk Solutions and is based in New York. An experienced insurance executive with a background…

Vaughn Brock is the Investment Committee Chairman for Veritas Family Partners, is a single family office investment firm. Veritas Family Partners’ objective is to build…

Timothy W. Cunningham President Touchstone Group Mr. Cunningham is President and co-founder of Touchstone Group. Touchstone has helped raise billions of dollars in institutional investor…

Sylvia Benito has been working as an investor in the family office space for over fifteen years. Her driving passion is to help families find…

Suzanne J. Currie Biography Suzanne J. Currie is Senior Vice President of Celadon Financial Group, LLC Prime Brokerage division, running the firm’s Institutional Sales and…

Steve Schmidt is Co-Founder and Partner of Admodum Investment Holdings (AIH), a private equity holding company that sponsors and operates a collection of companies, currently…