Nicholas Gregory, ChFE, ChFWA — CEO of The Financial Engineering Institute
Nick is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities through his firm’s financial engineering process. Over the past 40+ years Nick has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world. He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving. Nick is also Managing Director of The Charitable Capital Design Center, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital. He is also Board Chairman of Give Back Nation. The non-profit organization creates bigger waves of giving within communities across the nation through other non-profits and financial professionals.
William Hortz — Founder and Dean of The Institute for Innovation Development
Bill Hortz is an independent business consultant and Founder/Dean of the Institute for Innovation Development- a financial services business innovation platform and network. With over 30 years of experience in the financial services industry including expertise in sales/marketing/branding of asset management firms, as well as, creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms, including OppenheimerFunds, Neuberger&Berman and Templeton Funds Distributors. His wide ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation and strategic account management as the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.
Gregory E. Crawford, TEP, CFP — President of Alliance Trust Company of Nevada
Greg develops strategy, drives growth, and oversees operations. For two decades, Greg has designed and implemented asset management and asset protection plans for multi-generational families in the United States and abroad for some of the largest institutions in the world. This work involves comprehensive financial planning, portfolio design, business entity structure strategy, and sophisticated estate planning techniques. Greg is a regular speaker on the benefits and advantages of Nevada trust situs at law school conferences around the country. Greg holds a Bachelor of Arts from the University of California, Davis, and a Master of Health Administration from the University of Minnesota. Mr. Crawford has been quoted in publications such as The Wall Street Journal, The New York Times, The Financial Times of London, and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Eric Knauss, CFA — Chief Executive Officer of Proteus, LLC
Eric heads up Proteus, an integrated technology alternative asset solutions platform built to eliminate the inefficiencies of private investments for investors, advisors and family offices. Beginning his extensive career with Merrill Lynch over 32 years ago, Eric spent more than 11 years at T. Rowe Price where he established and managed the firm’s Private Client Group and was Chairman of the firm’s After-Tax Asset Allocation Committee. Eric then worked for the multi-family office, Spruce Private Investors and moved on to GenSpring Family Offices as a lead investment professional. Eric then developed a holistic, open-architecture wealth advisory platform for Lazard Wealth Management as its Director of Client Relationship Management Group and was Managing Partner of both Portfolio Management and Wealth Advisory at Deltec Wealth Management.
John Coogan — President of Stellar Technology Solutions
Mr. Coogan has over twenty-five years of experience in the technology, consulting, financial services and endowment foundation markets. Within Stellar Technology Solutions, Mr. Coogan is responsible for the day to day management of all operational segments of the business including sales and marketing, system development, technical infrastructure, system and infrastructure security, professional services, account management and business process outsourcing. Prior to joining Stellar in 2002, John worked for BrightStar Information Technology Group where he held several senior management positions including Vice President with responsibility for Professional Services and Business Development. John studied at Griffith College in Dublin, Ireland and is a Fellow of the Institute of Certified Public Accountants in Ireland and is a Fellow of the Chartered Association of Certified Accountants.
Mark Sims — Vice President of Business Development at Captive Alternatives, LLC.
He has more than 25 years of experience in risk management and insurance consulting, and focuses on the use of Private Insurance Companies for insuring the catastrophic business risks and employee benefits programs of medical groups, business owners in many sectors, and other high net worth groups throughout the United States. Mark is a charismatic and popular professional speaker on the use of Private Insurance Companies for risk management, asset protection, wealthy preservation and exit strategies. He is a member of the Captive Insurance Companies Association and the Self Insurance Institute of America. Mark has extensive working experience with tax attorneys, estate planning firms and other trusted advisors to high net worth business owners and families.
James Sekel — Senior Vice President of Private Banking at TriState Capital Bank
In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.
Jeffrey Feld, CPA — Principal of Alliance Pension Consultants, LLC
Jeff and his partners guide the firm's growth through insightful understanding of client needs and how to attend to them. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the American Society of Pension Actuaries. He serves on the National Advisory Board of Charles Schwab as well. He frequently speaks at professional seminars and writes articles focusing on 401(k) issues, fee disclosure and other benefit plan topics. Jeff has conducted seminars for various chapters of the Illinois CPA Society, the American Society of Pension Actuaries and the Chicago Bar Association. Jeff attended Northern Illinois University and graduated with a B.S. degree in Accounting.
Phillip J. Kosmala — Co-Founder of Taiber Kosmala & Associates, LLC
Phil has been in the investment consulting industry for over 15 years. Prior to establishing the firm, he worked at Lowery Asset Consulting, acting in several leadership, research, and consulting capacities including positions of Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm’s investment committee. Phil and his team had the responsibility of advising a national client base of endowments, foundations, plan sponsors, and affluent families. Additionally, he headed the firm’s manager research efforts and chaired the firm’s investment committee charged with capital markets research, tactical asset allocation, and manager research & diligence. Prior to that, Phil held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC. Here he was acting Chairman of the Investment Committee and Manager Research Director. In the early 1990’s Phil spent four years with Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, which made for a natural extension into future manager research & diligence and chief compliance officer roles. Phil has been quoted in various national media publications and has made several appearances at various industry conferences throughout his career. He holds a bachelor’s degree in finance from DePaul University, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago.
Ryan Borer, AAMS — President of Advisor-OS
Serving as President & Chief Strategy Officer, Ryan brings over 17 years of industry experience as a registered rep, wholesaler, executive and manager to his role.. As a founding partner, Ryan’s goal is to expand upon his experience and operational success to deliver a streamlined platform to the firm’s clientele. Ryan has developed advisor focused technology and operations platforms to help firms and individual advisors remove the friction from their operations. Ryan is an Accredited Asset Management Specialist designee through the College of Financial Planning, and currently holds his Series 65 License. Mr. Borer has previously held his Series 7, 6, 63, and Life/Health/Variable licenses.
Rick Randall, Attorney — Chairman of The National Network of Estate Planning Attorneys
Rick is an innovative leader in the Wealth Reception Planning™ movement. He develops and teaches concepts, tools and systems designed to help client families and professional advisors create, appreciate and enjoy true wealth, and to assure true wealth is efficiently transferred and effectively received. Rick is the developer of The LifeSpan Planning Process™, The Three Step Strategy Planning Process™, The Three Step Strategy Practice Evolver Model™, and The Wealth Reception Planning Process™. A Founding Member of the National Network of Estate Planning Attorneys, Rick served as its Chairman and CEO. Rick actively practices law in Indianapolis, Indiana. His area of technical expertise is retirement and estate planning integration. Rick has attained the Certified Financial Planner® (CFP), a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also a Certified Wealth Mentor®, and trained Time to Think® Consultant.