Leslie C. Voth is President and Chief Executive Officer of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. Leslie’s industry experience and invaluable insights have contributed to the success of both the firm and its clients. She has been a member of Pitcairn’s senior management team since 1996. She has served in several leadership roles including Director of Marketing from 1996-2001, President of the Wealth Management Group from 2002-2008, and President and Chief Operating Officer from 2008 until assuming her current responsibilities.
Leslie is directly responsible for overall corporate planning and strategic growth, and oversees all client relationships. She has played a key role in Pitcairn’s growth and expansion, spearheading development and implementation of an industry-leading 100% open architecture investment platform, and developing a total wealth management strategy utilized by the firm’s clients. She has pioneered the creation of multi-disciplinary teams to collaboratively meet the increasingly complex needs of the firm’s clients.
Leslie was named “Family Office Leader of the Year” at the Family Office Review Awards 2015 for her dedication as a leader and for her contributions to the family office industry. She was also awarded the top honor of “Women in Wealth Management” at the Family Wealth Report Awards 2014 for her individual contributions to the wealth management industry. Leslie is regularly quoted in industry publications including Barron’s, The Wall Street Journal, The International Family Offices Journal, Private Wealth, and Family Wealth Report.
In addition, Leslie is a member the Wigmore Association, a global collaboration of chief executive officers and chief investment officers from eight family offices from across North America, Europe, Australia, and South America. The group, which launched in 2011, exchanges views, research, and insight to enable members to enhance their global perspectives and enrich their business models and investment processes.
Leslie joined Pitcairn in 1993, serving as Director of Marketing and Communications. In that capacity, she founded the Pitcairn Women’s Forum, the firm’s pioneering and much-praised educational program targeted to women.
A veteran of the financial industry with over two decades of accomplishment, Leslie also served for nine years as Vice President of the Meritor Financial Group before joining Pitcairn.
She holds a degree from Wheaton College and, outside of her professional duties, is involved with many groups that support the arts and is an avid gardener.
Steve Smitherman has over 16 years of family office experience. He is Vice President of The Family Office, LLC and The Family Private Trust, LLC and where he manages client family relationships, private trust company and family office operations. His areas of focus include financial reporting, technology, trust administration, client/beneficiary relationships, tax, and estate planning.
Steve is a Certified Public Accountant and earned BA degrees in Business and Marketing from Belmont University in Nashville, TN. He is a member of the Tennessee Society of CPAs and a founding member of Society of Leaders in Development (S.O.L.I.D). He also volunteers with several organizations, including CPA Dads, Abba’s Way, and Father’s Heart.
As Director of the Cathy Family Office, Ryan is responsible for overseeing the financial and operating functions of the family office. These functions include financial planning, tax planning, estate planning, real property management, risk management, and philanthropy. Ryan also spends a considerable amount of time with Gen 3 discussing various topics, but mainly just walking through life with them as a friend and advisor. Ryan also has the opportunity to serve with Roy on many Chick-fil-A, Inc. initiatives as well.
Prior to joining Chick-fil-A, Inc. and the Cathy Family Office, Ryan spent over 6 years in public accounting. In that role, he spent over 4 years working in tax; focusing on large C and S Corporations and high-wealth individuals. His primary responsibility was compliance, but he also had the opportunity to assist with tax planning strategies and overall financial planning. In addition, he spent a year-and-a-half working in audit. On the financial audit side, Ryan worked in the areas of R&D, manufacturing, and construction, and also assisted with 4 non-profit audits. Further, he spent two summers joining the ERISA compliance team in order to learn the basics of 401(k) and profit-sharing audits.
Ryan is a graduate of Clemson University and holds a bachelors and master’s degree. He graduated with a Bachelor’s of Science in 2004 and later earned his Masters of Professional Accountancy with an emphasis in Taxation in 2006, after spending 1 year in between interning in both industry and public accounting. He holds a CPA license in the state of Georgia.
Ryan grew up in Seneca, SC and, while attending Clemson, met his wife and best friend, Shelley.They have been married almost 11 years and have two wonderful sons, ages 8 and 6.Most of their time is spent either on the baseball field with their boys or outdoors as the entire family enjoys being outside.Ryan also enjoys Clemson football and hunting.They worship at Dogwood Church and Ryan currently serves on the State and local committees of the Rocky Mountain Elk Foundation, a charity focused on the conservation of wildlife for future generations.Additionally, he is on the Board of Sharpsburg Youth Baseball; an organization that hosts over 1,000 kids each year for both competitive and non-competitive baseball.In addition to his role on the Board, he coaches both his sons’ teams each Spring, Summer, and Fall season.Professionally, Ryan serves on two committees for one of the Family’s foundations – the Audit Committee (Chair) and the Investment Advisory Committee.He also serves on the Board of a fixtures and hardware manufacturing company owned wholly by the Family.
Kristin B. Martin
Kristin Martin is the Manager of the Love Family Office in Oklahoma City, OK. Tom and Judy Love founded Love’s Travel Stops & Country Stores, Inc. in 1964. Since this time Love’s has grown to more than 460 locations in 41 states with more than 22,000 employees.
The Love family is very much involved in the day to day operations of the Love’s Family of Companies. Generations one through three serve as active employees in the business. The Love Family Office serves the three generations by offering accounting, cash flow management, estate planning, trust administration, foundation administration, real estate management, legal, risk management, governance, education, and tax planning services to the family.
Kristin joined Loves in 2008 serving in the income tax department. In 2011, the Love family decided to formalize the family office. Kristin left the tax department to help launch the Love Family Office and develop and expand the services offered to the Love family.
Prior to joining Loves, Kristin worked in public accounting for seven years. She has also served in different capacities in private industry.
Kristin is a member of the AICPA and the Oklahoma Society of CPAs. She is very active in her community volunteering in the Oklahoma City and Yukon public school systems as well as serving in many different volunteer roles over the years within her church.
Robert H. Crosby, III
Robert H. Crosby III is a 4th generation landowner and has been President of Crosby Land & Resources since 1997. After graduating from Louisiana State University in 1977, Robert joined the family business as a salesman for the manufacturing plants. As the company evolved from a manufacturing company to a timberland company, Robert’s position within the company changed as well. By 1982, Robert was responsible for both the forest and mineral management of the company. The New Orleans-based company, which owns 135,000 acres in western Louisiana, is one of the nation’s largest family-owned non-industrial timberland businesses.
Robert has served in many leadership roles in and out of the forestry including current President, Board of Director and Executive Committee of Forest Landowners Association, Board of Director and Past President of Louisiana Forestry Association, Chairman of the Board of Louisiana Forestry Foundation, Advisory Board to the Louisiana Forest Products Development Center and Board of Director, Past Chairman of the Board and 20 years served on the Board of Directors of LSU Foundation.
In 2013, Robert was named national Forest Landowner of the Year by Forest Landowners Association.
Robert and his wife, Kim, have 3 grown children and recently welcomed their first grandchild.
Christine K. Galloway
Christine Galloway is the retired President & CEO of a large, established and highly professional family office, Okabena Company, serving the Dayton family. Her strategic leadership led to the development and execution of the company’s long-range strategic plan resulting in the professionalization of operations; the infusion of risk management, transparency and accountability into every aspect of the investment management process; and the creation of a positive corporate culture resulting in an exceptional level of client and employee satisfaction.
Chris’s strategic leadership capabilities led to Okabena Company’s recognition as an industry thought leader in the design and delivery of customized solutions via a fully integrated platform of investment and financial services characterized by excellent investment performance and sophisticated long-range planning designed to grow and preserve wealth. Integral to Okabena’s service delivery were communication processes and educational programs that have been adopted by peers across the family office industry.
Chris currently serves as director and/or trustee on various family office, private company and non-profit boards.
Gregory T. Rogers
Greg is recognized as one of the leading strategic thinkers and family dynamics facilitators with regard to the long-term well-being of Enterprising Families and sustainable relationships with their service providers. He is responsible for leading all aspects of RayLign including business management, business development and relationship management. Prior to founding RayLign in 2004, Greg was Executive Vice President & Chief Operating Officer at John A. Levin & Co., a publicly-traded asset management company that included a family office and over $13 billion in assets under management; Managing Director and builder of a strategic consulting practice called BARRA Strategic Consulting Group (that became Casey Quirk & Associates and sold to Deloitte in 2016); and Managing Director of his family business, RogersCasey, engaging in asset manager due diligence, asset allocation and investment program monitoring on behalf of Fortune 500 institutional investors (sold to BARRA Inc. in 1996). Business projects spanned the globe including the US, Asia, Europe, the Middle East, and South America. In addition to his current corporate responsibilities, Greg is Executive Committee Board Member at the Ackerman Institute for the Family; Greenwich Academy Board Trustee – Head of Diversity Committee and Member of the Investment Committee; Collaboration for Family Flourishing Member; TIGER21 Member; is guest speaker at Columbia University’s Family Business Center and YPO, and has been IPI Wharton Private Wealth Management Program adjunct professor. Greg earned an MBA in International Finance from the New York University Stern School. He graduated from Brown University with a BA in Economics, Organizational Behavior and Management, with coursework in Psychology
Amelia Renkert-Thomas is the founder of Renkert Thomas Consulting LLC, and the author of Engaged Ownership: A Guide for Owners of Family Businesses(Wiley, 2015).
Renkert Thomas Consulting LLC is a U.S.-based consultancy focused on family enterprises—businesses, family offices, trusts, private trust companies, and foundations. RTC works with family enterprise owners on issues related to strategy, ownership, and governance. Amelia brings technical expertise, multi-disciplinary training, and extensive experience to governance design; business operations and strategy; law; and family systems and organizational development.
Engaged Ownership, a division of Renkert Thomas Consulting, offers training and education to family members, directors, managers, and their advisors, to improve engagement and foster more effective stewardship of family enterprises of all shapes and sizes.
A tax, trusts and estates attorney by training, Amelia co-founded Withers Consulting Group LLC in 2013, and prior to opening her consulting practice, was a Partner at the international law firm Withers Bergman LLP, where she co-chaired the firm’s Family Office Group. Amelia received her B.A.from Yale College, her J.D. from Harvard Law School, and her LL.M in Taxation from the Case Western Reserve University School of Law.
Bonnie Gauger is Human Resources Director at Johnson Keland Management, Inc., the Racine, Wisconsin-based Family Office for the individual members of the Samuel C. Johnson and Karen Johnson Boyd families. In addition to 13 years of HR leadership experience in the Family Office industry, she has nearly 20 years of experience in the human resources field, including roles as Vice President of Human Resources and Learning and Development at BNY Clearing, a securities clearing subsidiary of the Bank of New York, and previously held HR and Corporate Training positions at Milwaukee-based Assurant Health. She is an active member of the local and national chapters of the Society of Human Resources Management. She is also a dedicated volunteer and advisory committee member for the Wisconsin Humane Society as well as Crossroads Career Network, a program that assists job seekers. Bonnie holds an MBA degree from the University of Wisconsin-Milwaukee as well as a Bachelor of Business Administration degree from the University of Wisconsin-Parkside.
Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.
Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies.
She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Mariann received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.
Charlie J. Carr, CFP
Charlie inspires families to achieve their legacy for the next 100 years.
He leads the firm’s family enterprise advisory offerings, which includes solutions for families, their family business and family office. He leads projects in family and business governance, succession planning, setting up family offices, and performing diagnostic reviews of existing family offices to ensure they most effectively support the family and its desired legacy.
Charlie has worked in professional services for over 25 years, as a consultant, banker and wealth advisor. For the last 15 years, he has worked exclusively with very wealthy families, their businesses and their family offices.
He is a frequent speaker and contributor on family office and succession topics, including working with Family Business Magazine in 2016 to produce five videos discussing family business basics.
He holds a Bachelor of Business Administration in Accounting and Management from Baylor University and is a CERTIFIED FINANCIAL PLANNERTM, with a Six Sigma green belt for process design.
Charlie coached youth baseball for 15 years and has developed and taught a personal finance class for high school students. He lives in Flower Mound, Texas, with his wife and 3 sons.
In excess of twenty-five years of law enforcement and correctional experience with the Houston Police Department and Texas Department of Criminal Justice to include operations and experience at line, supervisory and management levels. Extensive experience in street level patrol, gang, tactical, narcotics and other crime reduction efforts. Command experience in homeland security, crisis management and civil disturbance operations. Multiyear (11) investigative, supervisory and managerial experience in fraud and financial crimes to include oversight of United States Secret Service and F.B.I. financial crimes task forces. Bachelor of Science in Law Enforcement and Police Science (Sam Houston State University) and Certified Fraud Examiner (CFE).
Laura Liang is a Vice President of Operations and Accounting for the Dan L Duncan Family Office and the Chief Grants Officer for the Dan L Duncan Foundation both based in Houston, Texas. Laura has worked in this family office since its formal inception in 2000, and has worked with the family to grow help segregate the family office from the family operating business. Prior to becoming part of the family office, Laura held various roles in the family operating business including Contract Administrator, Distribution Analyst and Manager of Business Development. In 2015 Laura added the role of Chief Grants Officer with the Dan L Duncan Foundation as it begins active grant making in 2016.
In addition to her duties in the Dan L Duncan Family Office, Laura serves on the board of the Private Investor Coalition, and the Advisory Committee for the Southeast Family Office Forum. Laura is a former Advisory Board member for Family Office Exchange.
Laura has taken an active role in her community by serving on the board of Heroes for Children, The Girl Scouts of San Jacinto Council, Lone Star Swim Team, and is a volunteer with her children’s boy and girl scout troops, swim team, band, basketball and dance. Laura has an accounting degree from Western Illinois University and lives in Houston, Texas with her husband, four teenage children and their dog.
Belinda is a Managing Director with the firm’s family enterprise advisory practice, which includes solutions for families, their family business and family office. She leads projects in family and business governance, succession planning, establishing family offices, and performing diagnostic reviews of existing family offices to ensure they most effectively support the family and its’ desired legacy.
Belinda has over 25 years of experience as a consultant, multi-family office executive, and investment professional. For the last 15 years, she has focused exclusively on advising and supporting wealthy families on issues of wealth transfer, governance, succession, investment policy and philanthropic initiatives as the Group Executive and National Practice Executive for U.S. Trust’s family office. She has significant experience in the management of family office functions including; fiduciary administration, investment oversight, operations and financial metrics. Belinda is a frequent national speaker on a wide range of family office and impact investing topics.
She holds a Bachelor of Business Administration in Finance and Marketing from the University at Albany – SUNY.
Belinda is an amateur musician and has a passion for arts education. She lives in Pelham, NY with her husband and two children.
Cassie Atteberry is an HR Director at Hallmark Cards, Inc. who is dedicated to supporting the Chinquapin Family Trust as part of her client group. During her twenty-year human resources career she has specialized in helping clients achieve their business strategy by getting the right structures, processes, cultures, talent and talent processes in place. A significant portion of her time is spent coaching employees and managers on leadership, team and talent development. Cassie holds a master’s degree in human resources and industrial relations from the University of Minnesota, and a bachelor’s degree from the College of St. Catherine in St. Paul, MN. She is known as high-energy, being a strategic partner, truth teller, trusted confidante, and not taking herself too seriously. She enjoys time with her family and dogs and visiting her native Montana as often as possible.