Archive
Recorded on August 9, 2022
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About the Moderator
Mark Rogozinski, Executive Managing Director, Head of Family Office Services, 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).
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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.
Prior to entering the financial services sector, Mark served in various positions at Nypro Inc., and Raytheon.
Mark completed the Financial Management Development Program at Raytheon after graduating from Babson College with a Bachelor of Science degree in finance/investments, entrepreneurial studies, and communications.
About Ledgex
Represented by Nicole Eberhardt, CEO
Ledgex delivers a next-generation, cloud-native platform, LedgexPro, to provide comprehensive portfolio management and accounting solutions for Family Offices. We provide a unique combination of capabilities on a single platform: Data Management, General Ledger, Portfolio Accounting, Beneficial Ownership, Performance & Analytics, Modelling and Private Investment Tracking.
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Data Management was designed specifically to address the evolving nature of alternative investment information, eliminate inaccuracies and double entries, and ensure that data harvested is fit for purpose. This feeds Knowledge Date Reporting, Full Audit Trail and Confidence Reporting. We specialize in addressing data aggregation challenges arising from disparate asset classes with the most comprehensive suite available.
About Envestnet I Tamarac
Represented by Patrick Gaul, VP, Sales Engineer
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™.
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Nearly 106,000 advisors and approximately 6,900 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for their businesses and for their clients.
