Louise serves as Piedmont’s Senior Trust Officer with primary responsibilities of client service and business development. As a member of Piedmont’s senior leadership team, Louise contributes to the strategic discussions regarding the controlled growth and direction of the firm. In addition, as a licensed North Carolina attorney, Louise acts as a legal resource for company matters and all client teams.
Prior to joining Piedmont, Louise was in the private practice of law in Greensboro specializing in trusts and estates at Adams Kleemeier Hagan Hannah & Fouts (now Nexsen Pruet, LLC) and Schell Bray PLLC. She also served as Director of Advancement at Canterbury School in Greensboro.
Louise earned a B.A. with Honors in Economics and a J.D. from the University of North Carolina at Chapel Hill. She is a North Carolina Certified Specialist in Estate Planning and Probate Law and a Series 65 license holder.
Jennifer M. Eaton
Jennifer M. Eaton is a Partner and Senior Client Advisor at Ballentine Partners. In her work with families, Jennifer draws on her extensive legal knowledge and wealth planning skills to assist families to define, articulate and achieve their various planning goals. She also enjoys working directly with families on non-estate and tax planning matters and spends significant time working with next generation family members.
Prior to joining the firm, Jennifer was a Vice President and Senior Family Wealth Advisor with GenSpring Family Offices for more than nine-years where she worked with wealthy families on a range of subjects including the oversight of tax and estate planning issues, philanthropic endeavors, family governance matters, trusteeship, and coordination of the flow of information with outside professionals.
Jennifer is an active member of the Florida Bar and was an estate and tax planning practitioner and Partner at a boutique law firm in Coral Gables, FL until 2006. In her legal practice, Jennifer worked with high net worth families to identify and solve for her clients’ unique and often complex estate planning and asset transfer goals and objectives.
Jennifer earned her Juris Doctor from the University of Miami School of Law and attended the University of South Carolina where she received a B.S. in Criminal Justice. Jennifer is a founding member and the current Vice Chair of Impact the Palm Beaches, a women’s giving circle benefiting charities in Palm Beach County. Jennifer is an active member of the Palm Beach and Martin County Estate Planning Councils. Additionally, she is a member of the Elder Law, Real Property, and Probate and Trust Law sections of the Florida Bar.
Richard A Johnson
Richard Johnson is a tax partner with the law firm Waller Lansden Dortch & Davis, LLP. For nearly 30 years, large family-owned and closely held businesses, high net worth individuals, family offices, and tax-exempt organizations have relied on Richard for practical tax, business, and estate and trust planning solutions. Richard formed the first private trust company under Tennessee law and has been responsible for forming or served as local counsel for more than half of Tennessee's private trust companies. He drafted new legislation updating Tennessee’s private trust company law, which greatly expanded the definition of a private trust company.
Richard was one of only two attorneys in Tennessee to receive to receive a top ranking (Band 1) in the 2017 edition of the Chambers High Net Worth guide. He is a member of the American College of Trust and Estate Counsel and serves on the Family Office Exchange's Thought Leadership Council. Richard has been recognized since 2001 by Best Lawyers in America for his experience in Tax Law and Trusts & Estates. Best Lawyers named him Nashville's Lawyer of the Year in Tax Law in 2017 and 2015, and in 2012 the publication honored Richard as Nashville Lawyer of the Year in Trusts and Estates. Richard has served as Chairman of the Tax Sections of both the Tennessee Bar Association Tax and the Nashville Bar Association. Additionally, he is a fellow of the Nashville Bar Foundation, and he is recognized as a "Mid-South Super Lawyer."
Richard earned his J.D., with honors, from the University of Tennessee College of Law in 1986 and his LL.M. in Taxation from the University of Florida in 1987. He earned a B.A., cum laude, in Accounting from the University of Mississippi in 1983. Richard is a Fellow in the American College of Trusts and Estates Counsel and the former chairman of the tax section of the Tennessee Bar Association.
Kim T. Kusilek
Kim T. Kusilek is COO of HRK Group, Inc., a single-family office, and HRK Trust Company, a private trust company chartered for the Andersen Windows Family. HRK provides integrated financial services to fourth through sixth generation family members. Kim’s primary responsibilities are to organize and execute the Financial Services for each family member, which includes tax planning and compliance, financial reporting, investment accounting and reporting, and risk management. In addition, she acts as an advocate and trusted advisor for all her clients in their pursuit of financial prosperity.
Kim worked in the Tax Department at Andersen Windows before joining HRK in 1996. She began her career at KPMG.
Kim has a bachelor’s degree in Accounting and is a Certified Public Accountant. Kim is married with two children and in her free time enjoys hiking, kayaking, sport activities, gardening, and reading.
Spence Maners serves as CFO of Bassaidai, Inc. located at the Carlton Family Offices in Nashville, Tennessee. He has served in this position since January 2010. His prior appointments include the CFO of Fisk University (2005 - 2010) and external auditor for BDO/Crosslin Associates (2002 - 2005), both located in Nashville.
Spence, a certified public accountant earned his bachelor's degree at the University of Mississippi in 2002. He and his wife, Katie, have two daughters, 12 and 9 years of age.
David M. Martin
David joined the family office for the Foster family in 1981 and was promoted to President in 1991. The family office was formed in 1977 when the Foster family sold their steel business and decided to continue together as a family. Today, the Foster family is comprised of eighteen households spanning second through fifth generations. David oversees the family’s investments, educational programs, generational planning, philanthropy and taxes.
David also provides consulting services to family offices through FAM Legacy Solutions. These services center around providing value to family members. Areas of focus for the consulting services includes the formation of family offices, creating governance structures and educational programs for family members.
Charitable activities include: Member of the Board of Directors of the Private Investor Coalition, Trustee of the YMCA Retirement Fund, Member of the investment committee and finance committee of the Carnegie Museums of Pittsburgh, Member of the Board of Directors of the YMCA of Greater Pittsburgh, Chair of the investment committee of the United Way of Southwestern Pennsylvania.
Bryn Mars Monahan
Bryn Mars Monahan is thrilled to pair her knowledge of business operations, and the challenges of family enterprise, in a meaningful way. As founder of Bryn Mars Consulting, she focuses on the intersection of business and family, providing structure for governance, leadership, and education, particularly as it relates to succession and the Rising Generation. Bryn is a fourth generation family member, and sits on her family's Board of Directors, as well as the board of their Family Office Consulting Company, Fam Legacy Solutions. She is a thought leader in the family office space, and has been featured as a speaker at countless organizations. She is also on the advisory board for numerous organizations, including Chair-elect for SEFOF 2020. Bryn recognizes the importance of independence as a defining feature of her lifestyle, and uses that value to drive her forward.
Steve Smitherman has over 17 years of family office experience. He is Vice President of The Family Private Trust, LLC and The Family Office, LLC where he manages client family relationships, private trust company and family office operations. His areas of focus include client/beneficiary relationships, financial reporting, technology, tax, and estate planning.
Steve’s prior speaking experience includes panel discussions for Southeastern Family Office Forum and Family Office Exchange on the topics of family office operations, trustee/beneficiary relationships and private trust company operations.
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 (SOLID). He also volunteers with several organizations, including CPA Dads and Father’s Heart.
Gary J. Sorrentino
Gary Sorrentino is a Managing Director for J.P. Morgan Asset & Wealth Management (AWM), and is the Global Head of Client Cyber Awareness and Education.
For over 12 years, Gary was the Chief Technology Officer for AWM’s global technology infrastructure initiatives, where he managed its Data Privacy program and was responsible for Infrastructure, Application and End User Technology Production Support. In 2014, he assumed his current role as the lead for AWM’s Cybersecurity efforts. He has since developed a firm-wide “Protect the Client” Cyber program designed to raise cybersecurity awareness among employees and clients.
With almost 40 years of experience in Information Technology, Gary has served in various other IT leadership positions in firms across the financial services industry. Prior to joining J.P. Morgan in October 2005, Gary was Head of Global Infrastructure and Head of Technology Efficiencies at Citi Private Bank, where he was responsible for Global Infrastructure Support and strategic technology initiatives. Other roles he has held include Global Technology CFO at Credit Suisse and North America IT Controller at UBS.
Mr. Taylor serves as President & CEO of The Springs Company, the Family Office for the Close Family of Fort Mill, SC, whose legacy business was the textile giant, Springs Industries. The Springs Company (TSC), founded in 1967, supports 33 adult family members in G3-G5, with another 17 already in G6. Additionally, it oversees an expansive real estate portfolio, a number of wholly-owned operating companies, and a sizable passive investment portfolio. Within the real estate portfolio, the Company remains active in development of multi-family apartments, Class A office, retail and mixed-use properties.
Mr. Taylor has led The Springs Company for 27 years, coming to Springs after a 10-year career at First Union National Bank. In addition to serving on all internal boards, he serves on the boards of several privately held companies: Biltmore Farms LLC, The Beach Company, Central Realty Holdings, and previously Thomas Rutherfoord, Inc. He has served as Board Chair of both Charlotte Regional Partnership and Saint Mary’s School (Raleigh), and on the boards of Kanawha Insurance Company and Wachovia Bank of South Carolina. Mr. Taylor is a member of World President’s Organization. He is a graduate of Washington & Lee (BS in Commerce) and Wake Forest (MBA).
He resides in Charlotte with his wife, Lee. They have two grown daughters.
As Director of Family Financial and Estate Planning for the owners of Simmons Foods & Affiliates, Inc., Anne works closely with family members and their advisors to serve this multi-generational family in its various financial planning activities. Prior to her role with the Simmons family, Anne worked as an accountant in the Sonoma County wine industry. She spent her childhood in Anchorage, Alaska and attended university in northern California. She is an advocate for effective financial education and teaches personal finance to high-school students. Anne has been married to Preston for twenty-five years and they have two children, Eleri (age 17) and Elliott (age 13).
Anne is a CFP® practitioner and has a M.S. in Personal Financial Planning. She is a member of the Family
Firm Institute and the Financial Planning Association.
Shivani Trivedi is Vice President of The Trivedi Family Office and Foundation based in Pittsburgh, PA. As a second generation family member, she serves on the Board of Directors for both the family office and the family foundation.
Prior to joining her family office in 2017, Shivani lived in New York City and worked as a fashion designer. Currently, she is a Fellow at the University of Pittsburgh’s Entrepreneurial’s Fellow Program. She also serves on the Board of Directors and launched the Pittsburgh chapter of ProjectArt (a non-profit which is America’s largest free art school without owning a single building), and avidly pursues her interests in holistic health and wellness.
She holds a Bachelor of Arts in Psychology from Boston University and an Associates Degree in Fashion Design from Parsons the New School for Design.