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.

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.

Reid Thomas — EVP and General Manager of NES Financial
Reid focuses on technology-enabled EB-5, 1031 and Opportunity Zone fund administration. Reid is responsible for global sales and marketing for the Specialty Finance Unit. To this role, he brings decades of leadership experience in both public and private companies, primarily in high-growth Silicon Valley technology companies. Reid has been instrumental in the rapid growth of the company's EB-5 and Opportunity Zone businesses, working to develop the purpose-built software solutions and dedicated client services teams which have propelled the company into leadership positions in both industries. Reid actively contributes to both the EB-5 and Opportunity Zone communities as a writer and as a speaker at events and conferences across the country. In 2018, he received IIUSA’s “Industry Game Changer” award for his visionary work in the EB-5 space.

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.

Matt Meyer — Managing Partner of The BluePrint Insurance Services
Matt specializes in working with financial advisors on complex estate and business planning issues. He takes a holistic planning approach and prides himself on speaking the same language as RIAs and comprehensive financial advisors. Over the past 21 years, Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long-term products utilized for risk mitigation. Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.

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.

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA — Shareholder of Sirote and Permutt, PC
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.