Management
Angelo J. Robles
Founder and Chief Executive Officer,
Family Office Association
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS.
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Joseph W. Reilly Jr.
President,
Family Office Association
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years.
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FOA Board of Directors Biographies
Mr. Ackerman is Vice President of Operations at Risk Control Strategies, a premier international consulting and investigations firm headquarted in New York specializing in threat management, risk assessment and creating security solutions for corporations, single family offices and the ultra high net worth community. Mr. Ackerman was with the Federal Bureau of Investigation for thirty two years as a special agent. In his last assignment he served as the Assistant Special Agent in Charge of the New York Division Gang/Criminal Enterprises Program. Mr. Ackerman also served as the first Deputy Chief of the New York Organized Crime Drug Enforcement Strike Force, which comprised over 150 officers from ten agencies.
Mr. Ackerman’s extensive intelligence experience and leadership has resulted in the successful resolution of countless high profile cases that include kidnapping, stalking, extortion, terrorist incidents and complex undercover investigations. He has conducted and supervised hundreds of tactical operations and served as the FBI’s On-Scene-Commander for numerous major cases and multi-agency enforcement missions. He established and managed the FBI Joint Operations Command Post in Atlanta during the terrorism investigation subsequent to the events of September 11, 2001.
Mr. Ackerman has a Bachelor of Science degree in Criminal Justice from York College of Pennsylvania. He is licensed by the State of New York as a Private Investigator.
Mr. Allin is Senior Vice President and Manager of Business and Operations Strategy for the Wealth Management Division of City National Bank in Beverly Hills, California.
Mr. Allin was with PricewaterhouseCoopers National Family Office Advisory as a Director in Financial Services Advisory and a leader in the Investment Management Practice in Los Angeles. He played a leadership role in their wealth management advisory as one of the lead authors in PwC’s Global Private Banking / Wealth Management Report and is a frequent speaker at industry conferences and author of several white papers.
Previously Mr. Allin was a Partner at EMC managing a portfolio of national accounts and assisting in the development of geographies including the western and southern U.S. and Europe. There he developed the firm’s financial services industry offerings and provided thought leadership. He began his career as a Manager at Capgemini in wealth management.
Mr. Allin has a BA in Public Policy and Economics from Duke University.
Mr. Buzali is the Founder & CEO of Morgan Rio Capital Management. Formerly Mr. Buzali was Managing Director and Head of Latin America Investments at D.B. Zwirn & Co., L.P. where he was responsible for Latin American private and public investments with a focus on special situations.
Previously Mr. Buzali was Portfolio Manager of special situations at Bassini Playfair Wright and Managing Director of Investment Banking and Co-Head of Latin America M&A and Corporate Finance at Credit Lyonnais responsible for Latin America-US-Europe cross border corporate finance, M&A, capital markets and private placement transactions. Mr Buzali started his career at Bankers Trust.
Mr. Buzali received a B.A. in Architecture, top honors, from UNAM in Mexico City in 1987 and an M.B.A. from the Wharton School of the University of Pennsylvania in 1990.
Mr. Coules is currently a Senior Consultant at Hunter Advisors Corp. where he runs the Family Office and Endowment practice. Previously, he was a Portfolio Manager of event driven strategies at Brencourt Advisors. He has also held positions at JP Morgan and at Morgan Stanley where Mr. Coules was named by Institutional Investor Magazine as the Best Up and Coming Analyst across all industry specialties. Mr. Coules began his career as an attorney at Skadden, Arps, Slate, Meagher and Flom.
Mr. Coules is an Advisor to the Gruss Lipper Family Foundation where he focuses on major philanthropic projects both domestically and internationally. Areas of focus include: education, medical research, scientific research, and preservation of Jewish culture.
Mr. Coules has an MBA from Harvard Business School, a JD from the University of Chicago Law School, and a BA in Economics with honors from the University of Chicago. Greg is a member of the Visiting Committee of the University of Chicago Law School.
Mrs. Cunniffe is currently advising her family’s single family office on alternative investments. Prior to that she was an executive at Greenwich Alternative Capital, where she was involved in all aspects of capital raising for hedge fund managers. Through the Connecticut office and its affiliate in Geneva, Switzerland, Susan made extensive introductions to private equity groups, family offices, foundations, and hedge fund of funds. Mrs. Cunniffe was a Family Office Investment Administrator allocating funds for a family office in Greenwich and also previously served a similar function for a significant New York family office.
Earlier in her career Mrs. Cunniffe worked at several major investment firms in Boston including the Pioneer Group, and The New England. Mrs. Cunniffe graduated from The University of South Carolina with a B.S. in Business Administration.
Ms. Hilburt-Davis is president of Key Resources, LLC, an international consulting firm, founded in 1994, that specializes in working with closely held firms, family businesses, family offices and their advisors. Recognized as a leader in the field of family business, Ms. Hilburt-Davis received the 2008 Richard Beckard Practice Award recognizing outstanding contributions to family business practice. She has lectured and taught in the family business field in the U.S., Canada, Europe, and Australia.
Ms. Hilburt-Davis served on the board of directors of the International Family Firm Institute as president, from 2005-2007 and on its executive committee. She was the founding chair of the innovative Certificate for Family Business Advisors and holds a certificate in Family Business Advising with Fellow Status. Having trained, coached, and mentored hundreds of family business consultants over the last decade, she is often asked to present her ideas at conferences including those of the Family Firm Institute, Boston Estate Planning Council, Psychological Dynamics of Family Businesses, National Association of Personal Financial Advisors, New England Society of Applied Psychology, Institute of Management Accountants, The Multifamily Office Forum, The International Academy of Trust and Estate Lawyers, and the American Bar Association. Her widely acclaimed book, Consulting to Family Businesses, co-authored with Gibb Dyer, is considered a classic in the field.
Ms. Hilburt-Davis has MSW from Boston University and a CAGS in Family Systems from Northeastern University.
Mr. de Visscher is President of de Visscher & Co. in Greenwich, CT. A native of Belgium, Mr. de Visscher has been an active advisor to business owning families for over twenty years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world’s leading independent financial consulting and investment banking firms for family and closely-held companies. Over the last 18 years, he and his team have advised over 300 family companies and family offices worldwide on issues of liquidity of shareholders or capital needs of their business. Prior to opening his own firm he was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. In 1998, Mr. de Visscher founded “Family Capital Growth Partners”, a private equity fund focused on making equity investments in family-owned and closely held companies. In 2006, he co-founded the Business Growth Alliance, an alliance of middle-market advisory firms based in Pittsburgh, PA, Greenwich, CT and Washington D.C.
Mr. de Visscher is a director and shareholder of his own family’s global enterprise, N.V. Bekaert S.A. Headquartered in Belgium, Bekaert was founded by his great-grandfather in 1880. Today, the Bekaert Group has sales of $3.0 Billion in over 80 countries manufacturing and marketing a wide variety of steel wire and related products.
Mr. de Visscher is a partner, investor, advisor or director of several private corporations including Olympia Chimneys, Epic Brands in the U.K., and Ambridge Corp. in Colombia. He is a member of the Global Advisory Council to PlayPumps International and an advisor to J.H. Whitney Pan Asian Fund.
Mr. de Visscher is Honorary Consul of Belgium in the United States and Chairman of the Society of Friends of Belgium in New York.
Mr. de Visscher is the past president of the Family Firm Institute, current Chairman of the European Family Office Conference, and a contributor to many publications, including The Wall Street Journal, LA Times, NY Times and many others. He is a full-time contributing editor of Family Business Magazine. Mr. de Visscher is the recipient of the ‘Richard Beckhart Award” from the Family Firm Institute in Boston, recognizing his many valuable contributions to the Field of Family Businesses.
Mr. de Visscher is a Certified Public Accountant and a member of the American Institute of CPA’s. Mr. de Visscher holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and MBA from Rutgers University (USA).
Judy Green is executive director of the Family Firm Institute (FFI) where, since 1992, she has led the international professional membership organization through significant organization and programmatic growth. FFI is now the premiere international body for advising and research in the family business and family wealth fields.
During Green’s tenure, FFI has grown to more than 1500 members with 35% of its membership now based in countries throughout the world; strengthened its global reach to markets in Western Europe, Asia, Australia, Latin America and Canada; established two professional certificate programs to uphold and promote standards of best practices in the field; and deepened the Institute’s commitment to cross-disciplinary education among various professions within FFI’s core disciplines of behavioral sciences, finance, law, and management science.
In 2008 Green received the Barbara Hollander Award, which was created to honor the Institute’s founder and first president. A frequent commentator on the development of family business and family wealth advising as professional disciplines, she is the author of numerous articles.
Ms. Green has a Ph.D in education and philosophy from Marquette University and a Certificate in Management from Harvard University.
Mr. Parnell is a member of the legal firm of Norris McLaughlin and Marcus, P.A. where he devotes his practice to corporate law with a focus on mergers and acquisitions, corporate governance, regulatory requirements and organizational requirements.
Mr. Parnell has represented consumer products companies, including major brands, pharmaceutical and medical device companies, and global funds. He has completed transactions in more than twenty two countries including England, Germany, France, Switzerland, Japan and Australia. His representation has included operating as outside general counsel to both public and private companies.
As an undergraduate Mr. Parnell studied law, politics, philosophy and economics at St. Claire’s Hall in Oxford, England. As a professional, he studied finance at Rutgers Graduate School of Business and Harvard Business School.
In addition to his professional affiliations, Mr. Parnell, a nationally ranked tournament player and former college varsity tennis player, is a member of the United States Tennis Association and currently serves on its Constitutions & Rules Committee. He is a member of the American Bar Association and the New York City Bar Association as well as the American Corporate Counsel Association.
Mr. Parnell has a J.D. from Tulane and a B.A. from New England College.
Mr. Rubinstein is the Head of Advisory, Trading and execution of ITAU Europa Securities, a division of ITAU Bank, the largest bank domiciled in Brazil, where he both heads all the trading operation dedicated to high and ultra high net worth clients in Latin America and also an advisory team in charge of handling the investment aspect of the relationship with the same client base.
Mr. Rubinstein began his career in finance 15 years ago at BBV BHIF (Chile) in corporate finance and capital markets. He has ever since worked at Merrill Lynch international (New York) as a trader and subsequently financial consultant and portfolio manager. Brought as part of a large asset manager group to Citi Smith Barney in 2003, he successfully developed a discretionary trading portfolio (aside of the trading and strategy roles) that reached 280 million in assets shortly after and advised over 1 billion in assets. Alejandro then went on as the Producing Manager for Citi Private Bank Latam Branch (Miami) serving an Ultra High Net Worth base of around 40 billion in total assets.
He is an Engineer from Chile University with Majors in Economics and higher degree in specialized finance.
Mr. Tase is the Founder & CEO of DT Advisors LLC. DT Advisors is an independent firm specializing in derivative solutions and money management, with an emphasis on capital preservation. DT Advisors creates various investment and hedging solutions, applying derivatives to provide customization for individual portfolios.
Mr. Tase was Managing Director, Head of Capital Markets and Brokerage Advisory for U.S Trust, the largest private wealth management firm in the U.S with assets exceeding $225 billion. His team was responsible for developing capital market and brokerage solutions for clients that best leverage the intellectual capital at the firm, including derivatives, foreign exchange, hedging and structured products.
Prior to joining U.S Trust in December 2005, Mr. Tase was head of Capital Markets for Latin America at the Citigroup Private Bank. In that position he was responsible for all securities sales for private banking and client trading activity. During his 13 years at Citigroup, Mr. Tase was also head of Foreign Exchange for US and Latin America for private clients. From 1988 to 1992 he served as senior currency trader for the British Bank of the Middle East, a wholly owned subsidiary of HSBC, Dubai.
Mr. Tase earned his B.Com and MBA from the University of Pune in India.
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS. He is the founder and past president of the New England chapter of the Hedge Fund Association, and was an internet pioneer in retirement planning for Fortune 1000 executives with 401KRollover.com and IRARollovers.com, both of which he founded. Angelo has written several books and numerous independently published articles. Angelo is the author of the white paper, "Creating a Single Family Office for Wealth Creation and Family Legacy Sustainability," and co-author of "The Lawsuit Lottery and Protecting Assets." Angelo is a contributor for quotes on the benefits of creating a successful single family office for families of wealth for Luxury Institute, Institutional Investor, Registered Rep, Investment News, Greenwich Times, Accounting Today, Web CPA, EurekaHedge, Accounting Crossing, and other newspapers, websites, magazines and journals.
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years. He was an Energy Specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at conferences and been quoted in such media as the Financial Times. Mr. Reilly has an A.L.B. from Harvard University and is a member of the Economic Club of New York and the Harvard Club of Fairfield.
