Paul Basil
Chief Marketing Officer, Geller & Co
Paul is the chief marketing officer at Geller & Co, overseeing marketing and corporate communications. He works with business leaders throughout the organization to develop client centric solutions that help high net worth clients reach their financial and personal goals.
His primary contributions include strategic planning, marketing management and implementation to support the growth goals of the firm and each business unit. This encompasses internal communications, brand management, public relations, advertising, web management and digital marketing, content management, and leadership communications. He is a member of the firm’s operating committee, internal communications committee, and family office services management committee.
Prior to joining Geller & Co, Paul was the director of marketing for Harris myCFO. He led the strategy and implementation of all marketing programs, including brand management, thought leadership content management, message development, advertising, sales collateral, digital and web marketing, and event management.
Jason Brown,
Chief Executive Officer, Archway Technology Partners
Jason Brown founded Archway Technology Partners in 2002. He holds overall responsibility for all aspects of the firm as broad as strategic growth and as detailed as daily company operations. Jason has overseen the growth of the company from one person to today where the firm employs over 100 highly-skilled team members across three separate businesses in three locations.
From 1995 to 1997, Jason worked for Arthur Andersen Business Consulting in Grand Rapids, MI, where he worked on developing and implementing Enterprise Resource Planning software (ERP) systems. In 2001, Jason founded a hedge fund named The Pioneer Group. During this time Jason developed a software application to manage the partnership accounting and back-office accounting functions for hedge funds. In August 2002, Jason closed The Pioneer Group and founded Archway.
Charlie Carr
Executive Director, Private Client Services, EY
Charlie Carr is an executive director in EY’s private client services practice, specializing in family offices. He joined EY in 2014, after 19 years with US Trust, Bank of America Private Wealth Management, including eight years in US Trust’s multi-family office, and four years directing private bank client research and leading a national effort to increase client delight. Prior to joining Bank of America, he was a manager in Price Waterhouse’s Management Consulting Services group.
He provides particular insights into wealthy families, their family offices, and what they want from financial services firms. He has worked with hundreds of family offices, helping families create the family office that best meets their interests and goals, including defining what services to offer, finding technology that supports those services, identifying risks in the office, and defining efficient processes to support the family and their desired legacy.
Michael Cole
President, Ascent Capital Management
As the president of Ascent Private Capital Management, Michael Cole spends the majority of his time sharing his vision of how the firm may help families with significant resources act strategically to potentially make an impact with their wealth.
Through Ascent Private Capital Management, Michael and his team provide ultra-high net worth clients with a unique and distinctive suite of wealth-management services that combine traditional wealth management offerings with cutting-edge “wealth impact” services.
He believes there is no higher calling than to help people move forward in a direction that creates a positive change in how they manage their wealth and impact the world.
Michael brings more than 28 years of financial-service experience to his position and is a certified financial planner. He previously held positions at Merrill Lynch, including serving as president of its trust division.
Paul Cummings
Regional Managing Director, Abbot Downing
Paul Cummings is the regional managing director of the Northeast region of Abbot Downing where he oversees strategy and client management. Prior to joining Abbot Downing, Paul was a managing director at Merrill Lynch where he managed solution delivery and strategic planning.
Before Merrill Lynch, he worked for more than 15 years at The Bank of New York where he was a managing director and head of the advisor wealth services group. Paul has served as a member of the Investment Company Institute’s research committee. He is an active supporter of United Way and involved with several community organizations. Paul lives in New Jersey with his wife and three children.
Thomas Riggs
Partner in Charge, Financial Services Tax Group, O’Connor Davies
Thomas Riggs has over 30 years of experience in the financial services industry, and during that time he has been a trusted advisor to countless family offices, funds, private equity and venture capital firms. He works closely with families in structuring their investment holdings in a tax-efficient manner, as well as assisting fund managers and investment advisors in structuring and maintaining their investment vehicles. He services a worldwide client list, and is often called upon to provide international tax guidance.
Thomas began his career in Chicago as a tax manager in the partnership tax group of Arthur
Andersen & Co. After three years in private industry as tax director and in-house counsel he turned to a career in the Chicago futures and options markets as an SEC-licensed broker/dealer and member of the Chicago Board Options Exchange. From there he transitioned into private practice as a legal and tax consultant to the Chicago trading and investor community.
Ronald Shemesh
Senior Vice President, Senior Portfolio Manager, Columbia Threadneedle
Ronald Shemesh is a senior vice president and senior portfolio manager on the structured equity team at Columbia Threadneedle Investments. He is responsible for both institutional and high-net-worth domestic tax efficient structured equity (TESE) portfolios. Ronald joined one of the Columbia Threadneedle Investments legacy firms in 2003.
Previously, Ronald was a senior consultant at Barra Inc. He has been a member of the investment community since 1997.
Ronald is a member of the New York Society of Security Analysts and the CFA Institute. In addition, he holds the Chartered Financial Analyst designation.
Kemp Stickney
Chief Fiduciary Officer and Head of Family Wealth, Wilmington Trust
Kemp oversees the fiduciary services and family wealth groups for wealth advisory services at Wilmington Trust Company. He leads the national private client services team and family office team that handle the financial and life management affairs for those clients with the most complex needs. Kemp also leads the wealth advisory business acceptance process and partners with the leaders in the firm’s national offices to oversee the fiduciary and planning experts located throughout the US. He also serves as a member of the trust management committee, investment committee, and as an ex-officio member of the investment strategy team.
Kemp has more than 27 years of experience in the financial services industry, specializing in developing and coordinating appropriate tax advantaged strategies and wealth management services for prominent individuals, families, and foundations. He joined Wilmington Trust in 1998 and served as president of Wilmington Trust, FSB Florida from 2002 to 2008. Earlier in his career, Kemp held various trust and business development positions at Bessemer Trust Company and Bank of Boston.
