The Larry Kraus Family Office Tech-NEW-logy Institute In Collaboration with FOTechHub

Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.

In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate and service the aggregation, reconciliation and reporting platform. Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010.

Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 15 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.

Patty brings over two decades of client and industry knowledge to Trove, where she leads digital transformation initiatives aimed at improving systems and business practices for a collaborative client experience. At RSM, she launched FamilySight, integrating real-time technology for family offices. During her 16-year career at Deloitte, she collaborated with high-net-worth and family office clients in areas such as tax, accounting, and strategic planning, with an emphasis on leveraging technology and standardized business processes to enhance both client and internal stakeholder experiences. Patty’s passion and innovation help transform businesses and scale operations successfully.

Christine has 25 years of experience in institutional and family office asset management with traditional and alternative investments, leading senior management teams in operational and regulatory infrastructure and technology. She advises hedge, VC, and PE funds, family offices, and portfolio companies. She is Avire Finance (a European family office advisor)’s, US representative. Christine’s experience serving family offices spans generations, geographies and industries, with not only first generation entrepreneurs, but also 2 nd and 3 rd generation US, South American, European and Asian family members. Her roles include introducing co- investment partners and leading operating companies as Board Chairman, CEO, COO and CCO.

15+ yrs in the Family Offices, across 3 large SFOs & 1 MFO, building and leading fit for purpose solutions and teams.

Technology, Transformation, Operations, and Strategy Leader with extensive track record in leading complex global transformation projects. Deep expertise developing and scaling new business capabilities and cross‐functional teams. Expert in optimizing processes across disciplines and accelerating technology‐driven transformation to enhance efficiency, scalability, and revenue.

Greg Silverman is the Founder and Principal Consultant of ClarityEdge, a specialized advisory firm serving family offices. He brings over 20 years of experience leading technology, data, and operations initiatives across the family office and investment management space.

Greg has held senior roles within family offices at firms such as Geller & Co. in New York and GFG Capital in Miami, where he led investment operations, reporting infrastructure, and technology strategy. Before founding ClarityEdge, Greg worked as a consultant to buy-side investment managers, focusing on system integration, data architecture, and reporting solutions.

At ClarityEdge, he helps clients modernize their technology environments through structured data strategy, software optimization, and vendor selection—often serving as a fractional CTO. His approach is vendor agnostic and execution driven, focused on bringing clarity, control, and scale to complex family office environments.

Danielle has almost 2 decades of experience within the family office industry, spending portions of her career both on the software-consulting side and on the family office client side. She specializes in family office operations including accounting, financial reporting, performance measurement, cash management, income and estate tax planning and vast experience in software and systems implementation.

Verity Larsen has been a respected voice in financial technology for nearly three decades. As the founder of Versoft Consulting, a boutique investment technology and business process consulting firm, she's made it her mission to transform how the financial services industry selects, implements, and uses technology.

What sets Verity apart is her hands-on approach to challenges like evaluating vendors, validating data, consolidating business processes, and building crucial integrations. She doesn't just offer guidance; she drives execution, working alongside her clients to implement real solutions.

After spending 16 years split between working at an asset management firm and a FinTech company, she founded Versoft in 2015. She's championed a vendor-agnostic DNA that serves Family Offices, Wealth Managers, Asset Managers, RIAs, and more. In an industry constantly suffering from analysis paralysis, Verity's practical expertise has become invaluable for firms navigating complex problems, helping them make strategic, technology-driven decisions in an increasingly competitive marketplace.

Paul is a Managing Director in Ernst & Young LLP’s Americas Family Office Advisory practice, where he focuses on bringing leading practices to the governance, management, and operations of single-family offices, with deep expertise in information architecture and the design and implementation of risk management, reporting, and accounting infrastructure for some of the world’s most sophisticated family offices; prior to joining EY in 2016, he was a managing partner at Family Office Metrics, a globally recognized consulting firm for single-family offices, and before that, the founder and president of Private Family Networks, a provider of secure virtual family office platforms acquired by Guggenheim Partners in 2004; he is a regular speaker on family office topics, most recently presenting on reporting architecture to the Florida Family Office Group and the French Family Office Association; and in 2000, his work with families inspired him to found Shaking the Tree Foundation, a nonprofit that uses theater and interactive forums to teach family dynamics and promote philanthropy, where he has participated in more than 45 productions and co-authored over a dozen of the foundation’s unique Living Case Studies.

With over 20 years of working in the family office industry, Dave is responsible for facilitating candid discussions with clients and prospective clients to help them make informed technology decisions, which includes evaluating existing technology solutions and providers in the marketplace relative to their needs.

In addition, Dave actively incorporates his experiences and direct family office feedback into the broader technology strategy at Northern Trust. Using these perspectives, he works closely with internal Northern Trust product and technology teams to enhance the proprietary solution set available to family offices and their advisors, ensuring that Northern Trust’s offerings provide operational efficiencies to current and future clients.

Prior to working with family offices, Dave held roles in Trust Operations, Asset Servicing, and Information Technology departments at Northern Trust.

As the Managing Director of Finance and Accounting at MMC, a single-family office supporting five generations. Asya holds a multifaceted role with the family office, overseeing key areas such as financial reporting, employee management, investment accounting team, involved in philanthropy, estate planning and other related services. Asya’s role is a blend of leadership, technical expertise, and strategic oversight. Asya manages the SEI ATWEB system for financial and investment reporting, and the FO is in the process of implementation of Addepar for enhanced reporting. Her academic credentials, includes a Bachelor’s in Finance, an M.S. in Accounting, an Executive MBA from Baruch College, a strong foundation to her leadership role and actively participating in family office groups. She has a background in finance, accounting, hedge funds, and public accounting.

Michael has over 25 years of experience in professional services for wealth management, specializing in private banking and trust companies. His expertise includes asset management, finance transformation, merger integration, and process improvement. Previously, he owned a New York-based technology consulting firm serving prominent trust companies. Michael's background also includes roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He resides in New York.

Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.

Ken Eyler is Managing Director of Family Office Services at Emigrant Bank, where he joined in 2025 to help expand the firm’s support for ultra-high-net-worth clients, RIAs, and family offices. Prior to Emigrant, Eyler was Managing Director of Family Office Services at Cresset and has held senior executive roles including CEO of Aquilance and Member-in-Charge of the family office practice at Arthur Bell, an international CPA and advisory firm. He brings more than three decades of experience advising affluent families and wealth-management organisations on complex financial, operational, and strategic needs.

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices. Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.

Previously serving as the Chief Technology Officer at Family Office Exchange, Tony leveraged his extensive experience to become a pivotal advisor in cybersecurity. His insight into the unique challenges faced by financially successful individuals and families inspired him to establish Annapurna Cybersecurity, where he focuses on comprehensive threat assessments and strategic cybersecurity solutions to robustly safeguard their digital domains.

Gary focuses on delivering Operations Assessments/Optimization Audits encompassing Process, People, and Technology. His clients are private wealth family offices, hedge funds, private equity funds, and funds of funds that seek an unbiased, independent review of their Operations to realize any of several goals, including identifying/addressing pain points, reducing costs, defining the optimal approach when considering significant, organization-wide investments in new platforms and markets - or simply seeking a review to ensure that their Operations are continuing to perform efficiently.

Gary’s current role derives from 28 years of experience designing, developing and implementing portfolio, partnership and tax accounting software solutions for private wealth family offices, hedge funds, private equity funds, funds of funds and their accounting and fund administration service providers, in roles that included Managing Director – Digital Transformation & Innovation at BDO, Director – Tax Technology at SS&C Technologies, performing a similar role designing next-gen partnership tax compliance at Ernst & Young’s Financial Services Office Tax Compliance and Tax Technology and Transformation practices, and software vendors SunGard Alternative Investments Group, SS&C, and Shepro Braun.

Former North American publisher of Family Wealth Report. Sales & key account manager with 15+ years' experience in publishing/events & wealth management tech. Skilled in launches, negotiations, leadership. Avid athlete, published academic, experienced in diverse global environments. Passionate about fostering enduring relationships.

Raymond DiNunzio focuses on digital transformation and technology adoption for family offices. He is the founder of TOS Advisors, a firm delivering fully digital, outsourced family office infrastructure and an alternative to the traditional “buy vs. build” model.

Raymond has advised clients ranging from ultra-high-net-worth individuals to single-family offices with multi-billion-dollar balance sheets. Prior to TOS Advisors, he held senior roles at UBS, where he helped establish the Private Wealth Management Group and contributed to the development of the Global Family Office Group in North America.

A specialist in family office operations and emerging technologies, Raymond serves as a board advisor to multiple technology firms and works closely with venture capital and venture studio teams to test, launch, and scale new platforms. He is also an advisor to & Simple in Copenhagen, supporting its knowledge-sharing and technology evaluation initiatives.

Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer. Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.

Scott Metsch is an accomplished finance and operations professional with extensive experience. His proficiency in managing intricate operations has resulted in him holding leadership positions at several well-known Family Offices. Scott has also served in management positions at operating businesses controlled by these families. He has an established reputation for handling all personal and business needs with the utmost confidentiality and attention to detail, regardless of the complexity or magnitude. Throughout his career, he has also been involved in and held various positions in financial services firms, including roles at hedge funds and investment firms.

Cori graduated from the Kelley School of Business at Indiana University with a double major in Accounting and Finance and earned her CPA shortly after graduation. She began her career in public accounting before joining PwC, where she specialized in investment partnership audits for domestic and international financial services clients.

In 2015, Cori joined SEI Archway Family Office Services, leading the outsourced fund accounting division and managing multi-state teams serving private equity, hedge fund, and family office clients. She played a key role in process standardization, client software implementations, and the transition from Archway to SEI Archway.

In 2019, Cori founded FWO, an accounting and consulting firm providing outsourced accounting and technology advisory services to investment partnerships totaling $15B in AUM. Under her leadership, FWO continues to grow nationally while delivering high-quality, first-class service.

Outside of work, Cori is a dedicated wife and mother, an avid golfer, and a world traveler.

Paul Freeland is a Family Enterprise Partner at PwC with over 25 years of fintech experience. He leads PwC’s Wealth Compass managed service, focusing on technology and reporting solutions for family offices and ultra-high-net-worth individuals. His expertise includes long-term planning, asset aggregation, and partnership administration for family investment pools.

I am the technology leader for the national Family Office Enterprise, as well as a partner in RSM US LLP's Family Office capability. Leading RSM's proprietary, cloud-based technology platform, FamilySight, I can help transform your family office from a manual and siloed system to an automated and integrated ecosystem.

Having spent over 20 years at RSM serving family offices, I understand the technology challenges that families face everyday. Understanding the needs and goals of the family, I can help develop a solution that is right for your needs and allows you to have the right information, at the right time.

Sophia, a trailblazer in the accounting industry with over 30 years of experience, leads Frank, Rimerman + Co.'s Family Office practice. Known for her forward-thinking approach, she integrates cutting-edge technology and AI to enhance her team's value, delivering deeper insights and effective solutions. Believing true client value goes beyond transactions, Sophia focuses on uncovering new possibilities for financial success. She brings the same curiosity and passion to her philanthropic work and board service.

Seung brings more than 25 years of experience with providing modeling, strategic consulting, and valuation services to both public and private clients across multiple industries.

Throughout his career, Seung worked closely with C-suite executives, many of whom are Ultra High Net Worth (UHNW) individuals. He recognized unmet needs within the family office space, and realized that the skills, processes, and cutting-edge technology applied in corporate settings are transferable to family offices to streamline the distinct complexities of their operations. This led Seung to establish StratFin Advisors, a firm specializing in combining accounting/finance principles, strategy, and technology to build customized solutions that meet the specific needs of family offices and solve their most pressing issues.

Prior to StratFin Advisors, Seung held various senior leadership roles, notably serving as the West Region Leader for Decision Modeling & Analysis at EY, and the NY Metro Region Leader for Economic & Valuation Services at KPMG. He is based out of NY.

Rebecca Cowley has over 20 years experience working with Ultra-High Net Worth Single Family Offices. Her expertise includes structuring new Single Family Offices from inception as well as supporting existing Family Offices through the identification and implementation of best practices. She works from an operational perspective focused on people, process, technology and data. Rebecca was one of the first 5 employees at one of Silicon Valley’s largest Single Family Offices and the founding executive of a spin-off of that office. She brings a wealth of operational experience combined with technical expertise.

Rebecca is a Managing Director in Andersen’s Family Office Solutions Practice assuming the key role of advisor, offering relevant insights and carefully tailored strategies for optimizing Family Office operations. Her depth of knowledge and unique perspective on industry best practices set her apart as an authority in this niche field. Prior to joining Andersen, Rebecca built her own company, EFO Advisory Services, to address the growing need for Family Office expertise

Chris is a financial planner and, before moving into the non-profit sector, he led the Family Office practice of Oakbrook Solutions (later acquired by F2 Strategy), one of North America’s foremost systems, process, and delivery experts for the wealth management industry. Chris helped high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, he brought an understanding of the unique dynamics, culture, challenges and needs of family offices.

Christi Van Rite is the founder of White River Consultants, a firm specializing in Administrative Family Office Services (AFOS) for Ultra High Net Worth families. As an Integrative Advisor, Christi collaborates with families and their advisory teams to centralize operations, streamline communication, and ensure that each professional’s expertise contributes to cohesive, effective outcomes.

Christi’s approach prioritizes organization, efficiency, and harmony within complex family dynamics. By developing a customized Family Office Operating System TM , she simplifies the management of financial, legal, and personal matters, enabling families to focus on their goals with confidence and clarity.

CEO and Founder of Aston Pearl, with over 22 years of global experience serving single family offices, family enterprises, and private clients. Since its inception in 2003, her firm has delivered confidential consulting services to over 95 clients, offering a unique approach and substantial expertise in Wealth Preservation Infrastructure.

I am a finance professional with experience in family office settings, focusing on financial operations, technology implementation, and tax strategy. My background includes roles such as Chief Financial Officer for an embedded family office within Audax Group, Finance & Tax Director at Lowy Family Group (LFG), and Controller at Labora Group. In these single family office positions, I managed multi-entity finances, tax and estate planning, and investment oversight.

My work involves leveraging technology for process improvement. I have led implementations of ERP systems like MS Dynamics 365 F&O and NetSuite to automate accounting, reporting, and financial processes. Additionally, I've integrated systems such as Square POS for real-time sales tracking for portfolio companies and implemented ORCA for entity compliance automation. These technology projects aimed to enhance reporting efficiency and streamline operations.

Overall, my background centers on applying financial systems and strategies within complex family office structures.

Mark Rogozinski is Managing Director and Head of Family Office Services at Emigrant Bank, a role he was appointed to in 2025. In this newly created position, he is responsible for strengthening and expanding Emigrant’s suite of family office and advisory services, including trust services, specialty finance solutions, family office technology, and risk management for ultra-high-net-worth clients and advisor partners. Rogozinski brings more than 25 years of executive leadership experience across wealth management, multi-family offices, and financial technology. Prior to joining Emigrant, he served as Executive Managing Director, Strategic Initiatives at Cresset Capital Management, and previously held senior roles including President of Cresset Family Office and Chief Strategy Officer at Pitcairn.

Jennifer is a strategic advisor with over 28 years of experience guiding executive leaders through transformation across the family office, life sciences, and financial services sectors. As Principal at Connor Mills Consulting Group, she partners with family office executives to align technology, operations, and governance with long-term strategic objectives, grounded in trust, discretion, and a deep understanding of family office priorities.

Her career spans digital transformation, governance, change management, and the adoption of emerging technologies, including AI. Jennifer is known for her collaborative approach, building strong stakeholder relationships to ensure initiatives are executable and deliver measurable value.

Blending analytical rigor with empathetic leadership, Jennifer supports clients through assessments, RFP processes, and high-impact technology implementations—delivering tailored solutions aligned to business outcomes.

I'm spending most of my time working with Family Office clients and their advisers. I have been given the opportunity to work independently and to do work that I enjoy and in which I have a skill set.

Caseley Pinto serves as an Advisory Board Member at Ragu.AI, a global enterprise tech company helping organizations implement and scale intelligent AI agents and assistants. With 20 years of experience across SaaS, fintech, and financial services, Caseley has led client success, operational strategy, and enterprise transformation at Juniper Square and Addepar. At Addepar, a wealth management platform serving family offices and institutions, Caseley oversaw client relationships across the full spectrum of wealth management, from boutique firms to institutions managing over $500B+ in assets and partnered with C-suite leaders to align technology strategy with business objectives. Caseley's expertise spans scalable infrastructure design, workflow optimization, and translating complex technological vision into actionable strategy for wealth management firms. Prior to her fintech career, Caseley worked in emerging markets debt management at Stone Harbor Investment Partners, an investment manager, and The Rohatyn Group, a hedge fund. She holds a Bachelor's degree in Economics from New York University.

David Sun leads the security incident response and recovery services and computer forensic and litigation support services for CohnReznick Advisory’s Cybersecurity practice. He also provides clients with end-to-end of cybersecurity, technology risk, and privacy advisory services.

David has over 25 years of cybersecurity and IT management experience responding to data breach and privacy incidents, internal employee malfeasance, and government agency investigations. He routinely helps clients with responding to cyber-attacks and resuming business operations; investigating email compromises, data breaches, and multi-million-dollar losses from wire fraud; performing forensic analysis, reconstruction, and post-breach remediation; and prosecuting departing employees for theft of sensitive information, destruction of documents, and unauthorized activities. David has served a consulting, testifying or court appointed expert on hundreds of litigation matters.

Before joining CohnReznick, David was the founder and president of SunBlock Systems, Inc., a global cybersecurity and litigation advisory firm. There he led the investigation into destruction of public records by a sitting mayor of a major city as well as security assessments in support of the United Nations, various United States Federal Reserve Banks and the 2004 Summer Olympics in Athens, Greece.

Tom is the Founder and President of T.H. Ryan & Associates, a boutique WealthTech consulting and implementation firm focused on technology strategy, implementing digital transformation, and platform integration for RIAs, family offices, and asset managers.

Prior to founding T.H. Ryan & Associates, Tom served as a Partner and Director of Operations at Pennington Partners & Co., an award-winning multi-family office. There, he led day-to-day operations and spearheaded the design and implementation of the firm’s technology platform. Under his leadership, Pennington organically scaled rapidly—from 10 employees and $1.5 billion in AUM to over 30 employees and $4.5 billion in AUM within two years.

Before Pennington, Tom was Senior Vice President and Global Head of Business Systems at Lazard Asset Management, where he oversaw enterprise technology strategy across the firm's global distribution and marketing functions. Over the course of his 23-year career, he has held leadership roles at T. Rowe Price, Citi Smith Barney, Thomson Reuters, Knowledgent (now part of Accenture), and Ameritrade—consistently operating at the intersection of technology, operations, and strategy within the wealth and asset management industries.

John brings extensive experience in business, operations, and technology leadership, having led large-scale transformation initiatives across both Fortune 50 companies and entrepreneurial ventures. He advises clients on business process modernization, transformation strategy, and the adoption of advanced technologies, including automation and AI solutions, helping organizations scale effectively and operate more efficiently.

Amy is the Family Office Director for Freeman Family office, with 18 years of experience in financial reporting, tax planning, and estate strategy for ultra-high-net-worth families. She has led clients through carried interest structures and major financial software implementations across single and multi-family offices.