The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub

Ken's LinkedIn Profile

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.

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.

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.

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.

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.

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.

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. 

Skye M. Young is Managing Director of Parere Advisory, an independent advisory firm focused on all segments of family office development. Skye has spent almost two decades in the family office ecosystem, building out and leading all non-investment functions across multi-family and single-family offices serving UHNWIs and their associated entities. Skye develops deep personal relationships with families to understand them – their purpose, their preferences, and their priorities – in support of designing and implementing highly customized fit-for-purpose solutions in strategy, structure, staff, services, and operations. In addition, Skye has overseen several large-scale global luxury real estate development projects, conducting all project management. 

Skye earned her International MBA at IE Business School in Madrid, Spain, specializing in Communication, Leadership, and Management, and holds a B.A. in International Studies with a minor in Spanish for the Professions from The Johns Hopkins University in Baltimore, Maryland.  

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.

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.

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.

Cori graduated from the Kelly School of Business at Indiana University with a double major in
Accounting and Finance with a Six Sigma focus. She earned her Certified Public Accountant
license immediately after graduation. Cori started her career at a large regional public
accounting firm focusing on partnership and forensic accounting. She then moved to PwC
where she concentrated on investment partnership auditing services for domestic and
international financial services sector clients. In 2015, Cori was recruited by SEI Archway Family
Office Services to lead the outsourced fund accounting division using the Archway software
platform. There, she led teams across multiple states providing fully outsourced accounting
services for clients in private equity, hedge funds, and family wealth offices. During her time at
SEI Archway, Cori utilized her Six Sigma background to help with process standardization both
for internal and client external process improvement. She led initiatives in hiring and training and
was tasked with being the project manager on several new client software implementations.
Cori also started and developed the Investor Relations department and was instrumental in
helping with the transition from Archway to SEI Archway.
 

In January 2019, Cori founded FWO, an accounting and consulting firm based in Carmel,
Indiana. FWO focuses on providing outsource accounting services for investment partnerships
for clients totaling $15B in AUM. In addition, FWO will help guide clients with software selection
and implementation across several technology options, aid clients with process standardization,
performance troubleshooting & assistance, as well as various reporting initiatives. Under her
leadership and guidance, FWO continues to grow and maintain work quality, adding new staff
and clients regularly while continuing to provide first in class service to a diverse clientele
throughout the United States.
 

When not at work, Cori is a dedicated wife and mother that supports her family’s many activities. Despite this, she still finds time to be an avid golfer and world traveller!

Andy Fox is a wealth management professional with over 35 years of experience. He spent the
last 16 years in the family office space as a COO or CFO of single family offices. His expertise
is in investment accounting and reporting, operations and administration. Andy represented the
first family office to implement the SEI Archway product, which was successfully completed
due to his background and experience.
 

Prior to working for single family offices, Andy spent 10 years as a Managing Director at US
Trust responsible for client service and relationship management for a high net worth client base
of over $30 billion in assets under management. Andy also worked at Union Bank of
Switzerland and started his career at Goldman Sachs.

Andy is currently providing consulting services to single and multi-family offices.

Laura's LinkedIn Profile

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

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.

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.

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.

John is an independent advisor to Single-Family Offices (SFOs), bringing over 30 years of experience in family office advisory, governance, and operations.

Previously, John was a senior leader in RSM’s Family Office practice, where he advised clients on tax strategy, structuring, technology selection, leading practice reviews, and risk management. His expertise spans individual tax, family office design, legacy planning, and governance advisory.

John also brings over a decade of experience in Private Wealth Management and as Managing Director of a Global Multi-Family Office (MFO), where he led teams focused on wealth transfer and served as a founding member of a financial institutions MFO task force.

He has held C-suite leadership roles - CEO, CFO, and COO- within multi-generational, global Single-Family Offices, and has deep insight into structuring and scaling family office operations from the inside.

Introduction: Raymond DiNunzio spends his time focusing on digital transformation and technology applications for family offices. As one of the founders and overseers of TOS Advisors, he leads a firm that provides cutting-edge family office infrastructure services in a wholly digital environment as a service. With a background in the financial sector and expertise in emerging technologies, Raymond brings a depth of knowledge to his role as a board advisor and technology tester for various organizations.

Background: Raymond DiNunzio is the driving force behind TOS Advisors, a firm that revolutionizes the traditional family office model through digitalization. He has successfully assisted a diverse clientele, ranging from high-net-worth individuals with financial assets of $40 million to single-family offices with a net worth of $16 billion. The firm's expertise lies in delivering clients the most optimal utilization of technology applications available, offering them an alternative to the historical "buy vs. build" dilemma and advocating for adopting outsourced services.

Professional Accomplishments: Prior to his role at TOS Advisors, Raymond held key positions at UBS. He notably helped start and had oversight for the Private Wealth Management Group at UBS. Moreover, he played a pivotal role in developing UBS's Global Family Office Group for North America and was a member of various executive committees.

Technology Enthusiast & Venture Capitalist: Raymond DiNunzio is an expert in family office operations and a keen enthusiast of emerging technologies. He is a board advisor to multiple emerging technology companies, leveraging his insights to drive innovation and successful technology adoption. Additionally, Raymond collaborates closely with venture capital firms and venture studios, actively participating in the testing and launching of new technologies and the development of portfolio companies. Knowledge Sharing & Innovation: Raymond's passion for technology and innovation extends beyond his primary roles. He is also an expert advisor to & Simple in Copenhagen, where he advises and tests technologies for their Knowledge Sharing Organization. His contributions have been invaluable in enhancing the organization's efficiency and effectiveness.

Conclusion: Raymond DiNunzio is a leading expert in the digital transformation of family office operations. As the founder and overseer of TOS Advisors, his team has redefined the way family offices approach technology applications, providing them with state-of-the-art digital infrastructure services. His extensive experience in the financial industry and his passion for emerging technologies make him a sought-after advisor and technology tester for various organizations. Raymond's dedication to knowledge sharing and innovation further cements his position as a trailblazer in the realm of digital family offices.

Scott's LinkedIn Profile

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. 

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.

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.

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.

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.

Shaun's LinkedIn Profile

Mark Rogozinski is an Executive Managing Director and Head of Family Office Services at Cresset. In this role, Mark oversees the firm’s comprehensive suite of Family Office Services, which includes Banking and Lending, CFO, Family Governance, Lifestyle, Risk Management, Tax, Wealth Planning, and Wealth Strategy. 

Mark has held various executive leadership roles over the past 25 years within the financial services sector. Most recently, he served as Chief Strategy Officer at Pitcairn (a multi-family office). He has also held the following positions throughout his career: CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc. (a wealth- tech business), President of RockIT Solutions, Inc, and Head of the Operations and Technology Group of Rockefeller & Co, Inc. In addition, he previously served as Managing Director at SEI, Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.

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.

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.