Eric Stephenson is Director of Client Services at Align Impact and member of its investment committee, advancing the firm’s work helping investors and their advisors form and execute effective impact investing and philanthropic strategies. He was previously part of the fund investments team at Hamilton Lane and started his finance career with the global leasing group at Xerox. Eric serves as co-chair of the Cordes Foundation, member of the advisory board for Duke University's CASE i3 Initiative on Impact Investing, is a due diligence mentor at Harvard University's Initiative for Responsible Investment, and is a frequent speaker at universities and industry conferences on the topics of impact investing and social enterprise. Eric earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder.
Steph Stephenson is Co-Chair of the Cordes Foundation, working to advance the Foundation’s ethical fashion and sustainable supply chain initiatives. Prior to joining the Foundation, Steph held positions at Conde Nast and luxury fashion brands Alberta Ferretti and Maiyet. She serves on the Board of Directors for Indego Africa, an innovative social enterprise that lifts artisans and their families out of poverty, and the Advisory Board for Soko, a Kenyan-based ethical fashion brand. Steph is an active member of the Milken Institute Young Leaders Circle and the Nexus Impact Investing Steering Committee and Ethical Fashion Lab.
Daniel S. Bowman is the Family Office executive for a single family office, serving four generations. The Family Office grew out of the sale of the family’s domestic lumber company, the largest privately held building material dealer in the Southeastern United States. The family’s investments include domestic and international assets in the building materials, real estate, hospitality and retail industries.
As the Family Office executive his responsibilities include family governance and support, strategic investment and wealth management, operational oversight, and professional services coordination. He serves as an advisor on all family and business boards.
Dan primarily focuses on the transfer of generational wealth through estate planning, asset allocation and private equity investments. He serves as a primary advisor for estate planning coordination between multiple professionals of the four generations. All of the family groups work with him to ensure sound due diligence in evaluation of their private equity investments. He coordinates long term planning related to asset allocation and tax planning.
Prior to joining the family he served as the Director of Finance at the University of South Florida Medical School. Mr. Bowman holds an M.B.A. in Finance and Information Systems from the University of South Florida (92) and a B.A. in Economics from Emory University (89).
Shawn brings over twenty years of experience in the financial advisory sector to Big Path Capital. Prior to co-founding Big Path Capital, Shawn founded the investment bank, Sustainable World Capital, which assisted cleantech companies in raising capital from European institutional investors. Shawn has been Co-Head and Managing Director of the international equity teams at Morgan Keegan and at Deutsche Bank.
In partnership with Michael Whelchel, Shawn has founded a number of first-of-their-kind initiatives, all of which demonstrate SmarterMoney+ TM Maximize Impact, Maximize Return. Those include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. In 2010, Shawn also co-founded the Global Cleantech Cluster Association as a meta-cluster to create momentum and move the cleantech market by networking global clusters together.
Shawn speaks at events around the world on the topic of Impact and Sustainable Investment and partners with the US Department of Commerce in conducting Impact and Sustainable Trade Mission. Shawn received his BS in Finance from Syracuse University and is conversant in German, Spanish, and Chinese.
Katy Wilder Schaaf, PhD is a Licensed Clinical Psychologist and a 5th generation shareholder of E. Ritter & Company (ERC). ERC was founded in Arkansas in 1889; it is the parent company to two disparate businesses, Ritter Communications and Ritter Agribusiness.
Katy works in Richmond, VA as a psychologist in private practice and has been the Director of Development and Engagement, for the past five years, with ERC’s Family Council. With ERC she also participates as a Board Observer, serves on the Owner’s Committee, Next Generation Committee, and previously on the Philanthropy Committee. Together with her family, Katy has worked on difficult family business issues that include promoting family leadership, developing family governance structures, engaging and educating family shareholders who do not work in the business, and developing an ownership mindset. She works with the family council to plan and facilitate quarterly meetings, maintain documents (e.g. strategic plan, family policies, and budget), complete self-evaluations, and plan family shareholder meetings.
Katy’s work with her family has led her to publish articles with Family Business Magazine, speak locally and nationally about her work in family business, and serve on the Family Business Magazine Advisory Board. Additionally, Katy is the Director of the Virginia Commonwealth University Family Business Forum, a local forum that seeks to help family businesses in the Greater Richmond community grow and thrive. Because of her work in her own family business, Katy has deep empathy for the conflict, passion, and communication breakdown that can occur in complex, multigenerational, and multi-branch families. She enjoys the rewards and challenges that come with being in business with your family and connecting with others interested in strengthening enterprising families.
Katy holds a B.A. in Psychology and Sociology from the University of North Carolina- Chapel Hill, a M.S. in Marriage and Family Therapy from the University of Maryland, and a Ph.D. in Psychology from Virginia Commonwealth University.
Carolyn Dryfoos Greenspon successfully integrates her extensive experience working with families with her passion for teaching and mentoring the next generation to assume their roles and responsibilities as leaders of the family enterprise. Through her efforts collaborating with families, they develop ways of working together that allow for better communication and more effective decision-making. She also partners with them to create family governance structures that work for a growing group of family members that span multiple generations, often with increasingly diverse perspectives.
Prior to Relative Solutions, Carolyn had a psychotherapy practice for 18 years, working with children, adolescents, adults and families. In addition to her work as a therapist, she had a private consulting practice working with multi-generational family businesses whose family members share assets.
Separate from her professional experience, Carolyn has served as both a trustee and board member of her own family enterprise. This gives her a unique perspective on helping families navigate the complexity of sharing financial and business assets. Her belief that “if you take care of the family, you take care of the business” is at the foundation of her work in the areas of ownership systems, transitions and family governance.
Carolyn received her undergraduate degree from Duke University, and her master’s in social work from Simmons College in Boston. Additionally, she earned post-graduate certification in Substance Abuse Treatment and Child Psychotherapy. She is a member of the Family Firm Institute.
Dane, a Denver-born Colorado native, is a highly engaged fourth generation family member of a large, enterprising family, who is excited by the opportunities and challenges of generational transition in family organizations. He is passionate about developing lasting family bonds while prioritizing responsible stewardship of family assets and cultivating multi-generational leadership. He wears many hats in his family organization including family council board member, foundation trustee and investment committee member, former education committee chair and private trust company board member. Dane previously worked in real estate finance and multi-family development. He cares deeply about his community and is focused largely on natural resource conservation and youth outdoor education. He received his MBA and MS in Real Estate and Construction Management from the University of Denver and BS in Finance and Management from Tulane University in New Orleans.
Emily has held active roles on the boards of several of the Tibbetts Family businesses, which involve hospitality, real estate and lumber both in Florida and the Cayman Islands. Emily received an undergraduate degree from The Walsh School of Foreign Service at Georgetown University in 2004, a Master’s Degree from Columbia University and a Law Degree from Brooklyn Law School in 2009. After being admitted to practice in Virginia, Emily started her career in immigration law in Washington, DC. Emily and her husband currently reside in Atlanta, Georgia with their three children. She is originally from Clearwater, Florida and holds dual citizenship in the Cayman Islands where her family extends several generations. She enjoys traveling with her family, serving in her church and checking out new restaurants in and around Atlanta.
Kiki is a third generation owner of Tauck, Inc, her family’s 94 year old travel company, based in Wilton, Connecticut. In that role she has helped develop and oversee the company’s Board of Directors, has established multiple family and company policies related to family ownership, including Growth and Investment Policies, a Family Employment Policy, the owner’s Shareholder Agreement as well as developing a system for accountability and decision making across multiple stake holders within their family system. In addition, she and her family have built a multi-generational governance structure to effectively support the family’s growing enterprise activities.
Kiki serves as President of the Tauck Family Foundation whose mission it is to support the development of social and emotional skills of the children in Bridgeport, Ct so that they can reach their full potential in school and life. She thoroughly enjoys this work as well as volunteering her time with many other organizations in her community.
Kiki is a graduate of St Lawrence University and recently completed the Kellogg School of Management Executive Program: Governing Family Enterprises. She resides in Rochester, NY with her husband, Dan, and their five children.
Martin is a veteran sustainability investor with a strong track record in private equity, venture capital and project finance. He has co-founded two investment funds and held leadership positions in several growth companies. He spent nine years at Novus Energy Partners, a clean energy growth equity firm he co-founded in 2007, where he was responsible for investments in solar and energy efficiency sectors, which yielded some of the firm’s most successful exits. Martin was also a co-founder and partner of Traverse Venture Partners, a VC firm investing at the intersection of sustainability technologies and the built environment.
Previously, Martin was a senior vice president in GE’s renewable energy investment group, GE Energy Financial Services, where he led project finance investments in the solar, wind and biomass sectors. Earlier in his career, he was an investment banker with Goldman Sachs and a vice president with Stern Stewart, a management consulting firm. Martin holds an MBA from Harvard Business School and BS from University of Virginia.
D.G. Elmore is a G2 operating as a G1. His father, Dave Elmore, continues to own and build businesses. With a loan from Dave in 1989, D.G. acquired his first company. Since the first acquisition, D.G. has continued to co-found, lead, and acquire multiple businesses in various industries. His industry experience includes travel management, technology, publishing, professional development training, manufacturing, professional sports, and staffing.
The Elmore Companies serves as the family office for D.G. and the next generation of the family who are operating as a G1 by starting and acquiring their own companies. D.G.’s children currently own companies in drone technology, mining, logging, crypto hedge fund, cryptoasset market intelligence and a new made to measure womenswear brand.
D.G.’s degrees include a B.B.A. from the Cox School of Business at Southern Methodist University, an M.B.A. from the Kelly School of Business at Indiana University, and a law degree from the Maurer School of Law at Indiana University.
Gant is a principal at Elmore Companies where he is involved with deal origination, is an active member of the management team for several portfolio companies, and is involved in the management of Elmore Sports Group, the leading Minor League Baseball ownership group in the country. He is on the executive team of Turner Mining Group, Firmatek, and Bellwether Forest Products. Turner Mining Group is a contract mining company that performs a full spectrum of mining services. Firmatek uses drones and mobile lidar to provide inventory measurement and mapping services for the mining and solid waste industries. Bellwether Forest Products is a full service timber harvester in South Carolina. Gant has a background in finance and law, including both his J.D. and M.B.A, a summer working for Morgan Stanley in New York City, and a summer at private equity firm glendonTodd Capital in Dallas, TX. Prior to pursuing his J.D. and M.B.A. at Indiana University, Gant was drafted by the Milwaukee Brewers minor league system, where he played for a year. Gant received a B.A. in Economics from Yale University in 2011, and received his J.D. and M.B.A. with honors from Indiana University in 2016.
Trent is the cofounder of a cryptocurrency lending startup called Topo Finance, which automates asset management to always earn users the highest interest rate across platforms. After attending Carleton College where he earned a degree in Art History, Trent began work at an Omnicom ad agency in MInneapolis, MN. After 18 months at the agency, Trent elected to go into business with his brother, Brock, who had already built one business in the crypto space. After about 10 months of detours, dead ends, and restarts, Trent and Brock have built a promising product with significant industry buzz heading into launch at the end of Q3 2019. Trent currently lives in Brooklyn, New York, with his girlfriend and two cats, and he enjoys walking, running, and biking around the city when it doesn't smell like hot garbage.
Hillary Elmore Cage
Hillary Elmore Cage is a third-generation member of the Elmore family. She and her husband, Logan, live in Hinsdale, IL, where Logan has recently taken a leadership role in one of the legacy family businesses. Hillary has been involved in several software startups and recently started a new venture in made-to-measure womenswear. She is a graduate of Carleton College (B.A. International Relations, 2006) and Indiana University Bloomington (M.S. Human-Computer Interaction Design, 2009).
As an academic and advisor, Gaia studies educates and assists entrepreneurial families and their advisors. Her background in family enterprise started with her family’s business where she was raised as a 4th generation successor; to then develop through her studies and over twenty years of experience in working globally with enterprising families.
As Executive Director of the Cox Family Enterprise Center, she continually drives innovation in content and delivery methods by developing degree and non-degree programs for entrepreneurial families and professional advisors. Marchisio also founded the CFEC’s Family Business ClinicTM, the interdisciplinary advisory team that provides families with immediate assistance on the relationship and business struggles.
A native Italian, US Citizen, consultant, and speaker in North and Latin America, Caribbean, Asia, Europe, Noth Africa, Australia, and New Zealand, and fluent in 3 languages, Marchisio has a strong understanding of interacting with and respecting different cultures
Camille Crofton Cherry
Camille Crofton Cherry is a third generation family member of Crofton Industries in Portsmouth, VA. She has worked in multiple areas of the business including payroll, project management administration, and marketing. Camille serves on the Board of Governors for the Propeller Club of Norfolk, on the City of Portsmouth’s Ports and Industrial Commission, and is the Chair of the Future Leaders Committee for the Virginia Maritime Association. She also serves as Vice Chair of the Advisory Council to the Women’s Center at Tidewater Community College. Camille received her Bachelor’s from George Mason University and an MBA from the College of William and Mary in 2017. In June of this year, she received a Certificate in Family Business Advising from the Family Firm Institute. Camille lives in Portsmouth, VA with her husband Chad, two dogs and is expecting her first child in November.