Our Mastermind Group
"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"
Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
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.
Domenic Presutti, CFP® — a Managing Partner of Henley and Partners
Domenic oversees the firms North American operations with a strong focus on Business Development and Strategic Partnerships. Prior to joining Henley & Partners, Domenic gained extensive experience in leadership, coaching, sales and marketing by holding numerous executive positions with top tier financial industry organizations in Canada. Domenic is a certified financial planner and holds both a Bachelor and executive MBA. He is also a member of several professional organizations and during his spare time is highly involved with non-profit organizations.
Ted Tsung — Founder and CEO of AppCrown, LLC
Since 1994, Ted’s name has been synonymous with fintech; inventing and creating the first online stock trading platform, digiTRADE. It enabled the first stock trade to occur online, and was responsible for building brands such as TD Waterhouse, Scottrade and Pershing. Back then, digiTRADE was used by some of the country's most prestigious securities firms, banking institutions, mutual fund companies and clearing firms. Today, Ted and AppCrown, provide business development and technology services for independent RIAs, broker-dealers and money managers. Established in 2009, wealth management has been its DNA since the very beginning. AppCrown aims to expand and innovate wealth management with integrated innovation.
Jeff Bae, JD, CVA — Managing Director of Valuation Services
Jeff provides valuation consulting services for business owners, attorneys, accountants, and other professional services providers, for gift and estate tax reporting, income tax reporting, reorganizations, buy/sell agreements, marital dissolution, litigation support, IRC §409A (deferred compensation), financial reporting (i.e., ASC 805/350 and SFAS 123R), ESOPs, and financing purposes.
Jeff began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop optimal tax strategies. Jeff’s main expertise is in the valuation of ownership interests in operating businesses and closely-held, private entities that own real properties, marketable securities, and other income-producing assets. He is an active member of national and local professional organizations and frequently travels to Florida to manage VSI’s Miami office. Jeff has been involved in over 6,000 valuation engagements.
John A. Warnick, J.D. — Founder of the Purposeful Planning Institute
John A. balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners. He facilitates family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. Prior to launching his own business, John A. was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Andrew Lane MBA, BSME — Managing Partner of Tri-Merit
Since co-founding Tri-Merit in 2007, he has been responsible for managing the execution of hundreds of R&D tax credit studies across a broad range of industries, as well as overseeing the rest of the firm’s specialty tax services. His experience includes defending R&D tax credit audits at both the federal and state levels, and he regularly presents to CPAs on IRS requirements related to the R&D tax credit, 179D deductions and cost segregation. Prior to founding Tri-Merit, Andy spent over 13 years directly involved in various engineering and manufacturing roles within a broad range of companies and industries including General Motors, Ford, Chrysler, Delphi, Intel and more. He holds a Master of Business Administration in Finance from DePaul University and a Bachelor of Science in Mechanical Engineering from General Motors Institute (now Kettering University).
Chad Azara MBA, AIF — SVP of Strategic Sales Initiatives at PCS Retirement
Chad has been in the corporate retirement plan space since 1998 serving in different capacities including managing plan sponsor relationships with large corporation retirement plans, institutional retirement plan provider relationships, managing a retirement plan business development team and consulting with investment advisors on their retirement plan practice. He spent 13 years in the retirement services divisions at Charles Schwab and a combined 5 years at Wells Fargo and NBT Bank retirement services divisions before joining PCS in 2016.
Joe Ujobai — Chief Executive Officer at Alternative Investment Exchange (AIX)
As CEO of AIX, Joe’s role is to help clients envision and achieve exponential business growth enabled by technology implementation. As a seasoned change-agent, Joe has made a career of leading successful market entry strategies, business development and product innovation in the financial technology sector. Prior to heading up AIX, Joe spent over 27 years with SEI; with his last assignments as EVP, head of Private Bank and CEO of SEI Investments (Europe) Ltd. Outside of AIX, Joe's passion for art, culture and education culminate in his involvement with the Smithsonian National Portrait Gallery, where he serves as chairman and at Drexel University where he is a member of the board of trustees.
Andrew Altfest, CFP® — CEO & Founder of FPAlpha
A well-known and respected financial advisor, identified a gap, both from a technology and content standpoint, within the financial planning process. Investments are being commoditized and Robo-Advisors are in a race to the bottom on pricing. Advisors need to distinguish themselves as the backbone of wealth management, providing a path to financial success. As the son of industry trailblazers in the fee-only space, creating change and shaping the future of the financial advisor profession is in Andrew’s blood. He recognized that advisors required a differentiator from the momentum Robos were gaining and set out to develop an empowering technology solution to help advisors in this battle. Andrew, a team of expert AI engineers, and top minds within tax, estate, insurance, lending, among others created FP Alpha’s patent pending technology.