FOX Winter Technology and Cyber & Security Days - February 8-9, 2023

Presenters

Tom Aldrich
Partner, 360 Privacy

Tom Aldrich is a Certified Ethical Hacker and partner at 360 Privacy, working predominantly with private families, family offices, and corporations. Tom came to 360 after having worked at Goldman Sachs as a private wealth advisor. Prior to Goldman, he served in the US Army for 8.5 years as a Green Beret and functioned as both a communications and intelligence subject matter expert. Tom deployed overseas four times in support of Operation Enduring Freedom.
 

Lindsay Auer
Product Specialist, Addepar

Lindsay is a Product Specialist focusing on Addepar’s cashflow forecasting and portfolio projection tool. She has 20+ years of experience working in the fintech industry across multiple organizations, including Bloomberg, Goldman Sachs, Tradeweb Markets, and Addepar. She is passionate about partnering with her customers to drive user adoption, utilization, and value of their fintech investments.

In her current role, she serves as a strategic partner to RIA’s and Single Family Offices to develop portfolio cashflow forecasts and overall portfolio projections.
 

Jonathan Blaue
Supervisor, Technology Consulting, RSM

Jonathan has been providing infrastructure consulting services to RSM clients for over five years. His core focus areas lie in the Microsoft 365 cloud productivity and security stacks. Jonathan also has experience with Microsoft Server Administration; Microsoft Exchange Server2007+; Office 365 Suite/Azure/AWS Cloud offerings; NetApp, EMC, QNAP, and Synology Storage; Dell, HP and Cisco Servers; Hyper-V and VMware hypervisors; Cisco/Meraki/Fortinet/SonicWallnetworking/security; SQL/MySQL/Oracle databases; Symantec/Veeam backupsolutions.
 

Trinity Davis
Partner, 360 Privacy

Prior to joining 360 Privacy, Trinity Davis spent 17 years in Protective Services. He served as the Manager of Protective Operations for a Private Family Office based out of Silicon Valley before becoming the Director of Protective Services for Robinhood, where he was responsible for all executive protection, residential security, system security design, integration, operation, and implementation. Like most Partners at 360 Privacy, Trinity served in the Armed Forces as both US Army Infantryman and Military Police Investigator. 
 

Ryan Eisenman
Co-Founder and CEO, Arch

Ryan Eisenman is the co-founder and CEO of Arch, a digital solution utilized by over 200 private investment firms to automate the administration and management of tens of thousands of private and alternative investments. Ryan is a Houston native, graduated from Vanderbilt University, and now lives in New York City where Arch is headquartered.
 

Joelle Forster
Director, Strategic Growth, Summitas 

Joelle joined the Summitas team in the summer of 2021, bringing with her a background in Commercial Real Estate Investment Sales, Leasing and Management on behalf of HNW clients, REAs and corporate entities. Through her understanding of HNW clients and their advisors of many types, she has applied her knowledge and skill set to develop powerful solutions in support of business operations and client experiences alike. She studied Business Management at the University of North Florida. 
 

Evaristo Garcia
Managing Director, Latam, Masttro

Evaristo Garcia has 15+ years of experience in the banking and wealth management industries. He previously worked in Private Banking and Family Office. He has been a key member of Masttro since inception, implementing product strategies & developing the LatAm market.
 

Christian M. Grupp
Co-Founder and CEO, Entole

Christian started his career enabling the growth and scaling of small and medium size businesses through technology and operations. He is a firm believer in consistent effort throughout any project lifecycle and brings a personal flare for the cutting edge, precise, and personalized to each one of his initiatives. Over the years, he has accumulated a wealth of diverse skill sets and abilities, with a particular focus on team building by fostering learning, education, and mentorship. 

He has been involved in the family businesses since 2005. Having grown up around the Family Office industry, he has an insider's view paired with his unique background in technology. Using his technological background and deep understanding of Family Offices, he has developed a new way of harnessing technology for the Family Office industry. This has taken life as a product, which we call, Entole. 
 

Stuart Guidry
Director - Platform Consultant, Eton

Stuart has operations and finance experience, including having worked as a finance manager overseeing the financial performance and reporting for a group of 18 independently owned title insurance agencies.  As a former auditor with Deloitte & Touche, Stuart has experience working with startups, LBOs, and privately held companies.
 

Karen Hays
Marketing Principal, Sage

Karen Hays is a Marketing Principal at Sage Intacct focused on the financial services vertical.  In this role, Karen is responsible for the development and execution of the financial services go to market strategy. Throughout her career, Karen has worked with financial services organizations within the wealth and asset management segment as well as technology and solutions providers.
 

Erin Hulse
Founder, Deviate Consulting

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on investment accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.

Ms. Hulse began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor.

In 2010, Ms. Hulse joined Archway Technology Partners, now SEI Family Office Services, as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Ms. Hulse led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations.

Ms. Hulse was also the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm. Ms. Hulse has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. Ms. Hulse earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN. 
 

Gianna Kubiak
Manager, Risk Consulting, RSM 

Gianna serves as a virtual chief information security officer (vCISO), assisting clients in developing or maturing their cybersecurity programs, providing strategic guidance and supporting executive leadership decisions as well as tactical day-to-day program management. Gianna focuses on clients in the private equity and family office space. In this role, she regularly interacts with portfolio and private equity fund representatives, tracks risks, advocates for portfolio company needs at the private equity fund level and aids the implementation of fund strategy at the portfolio company level.

In her prior role, Gianna lead project management for RSM’s national cyber response team, ensuring the successful delivery of projects and investigation of cyber incidents for hundreds of clients every year. She also prepared and facilitated client incident response preparedness tabletop exercises. Gianna has prior work experience in project management from the internal IT department of a multinational information and communications technology company. She was responsible for multiple software rollout projects including end user and support team training as well as process documentation. Gianna has managed teams across different time zones, including Europe, Asia, North and Central America.
 

Maddie Lazas
Senior Associate, Security and Privacy Risk Consulting, RSM

Maddie assists clients across multiple industries in compiling, analyzing and enhancing cyber threat and open-source intelligence to provide business-focused recommendations and risk metrics. She has conducted a multitude of cyber threat and open-source intelligence reviews for Private Equity funds and Family Offices during mergers and acquisitions to inform the due diligence.

Maddie is skilled at providing timely and actionable threat intelligence to consult day-to-day operations as well as strategic and risk-based decision-making. She expertly delivers cyber threat and open-sourcebased intelligence for individuals, such as members of executive leadership, as well as organizations.

Additionally, Maddie is avid for web application and network vulnerability assessments and penetration testing, identifying and advising on vulnerabilities in the client’s infrastructure that could lead to compromise. She is an experienced cybersecurity consultant, including third-party risk management, threat intelligence program development, and physical security site assessments. 
 

Paul Lussow
Co-Founder and CEO, Giving Place

Paul Lussow is co-founder and CEO of Giving Place, a software and service solution for optimizing family charitable giving. Paul has held various executive leadership roles in public and privately held businesses over the last decade, ranging across the business, consumer, and financial services sectors. Previously, he worked in management consulting at Deloitte Consulting and investment banking at Credit Suisse. His true passion is building and operating impact-oriented companies like Giving Place. Paul graduated from Northwestern University with a B.A. in History and received his M.B.A. in Finance from the Wharton School of the University of Pennsylvania.
 

Robert E. Mallernee
Founder & CEO, Eton

As Chief Executive Officer of Eton Solutions, Rob leads a third-generation wealth management technology firm in developing and offering the most comprehensive, integrated platform for the family office, multi-family office and wealth manager market. The Eton Solutions platform is based upon Rob’s deep domain expertise in wealth management, supplemented by strong systems development and client service teams.
 

Kelly Moore
Business Development, Arch

Kelly Moore leads the Business Development team at Arch, is originally from Minneapolis, and is also located in New York City.
 

Sarah Page
Solution Consultant, Financial Services, Sage

Sarah Page is a Solution Consultant in the financial services vertical of Sage Intacct. Prior to joining Sage Intacct, she was a Solution Consultant at Oracle NetSuite in the direct emerging services space and a senior auditor at EY working with both public and private clients. She has a strong background in accounting with her bachelor’s and master’s in accounting from The University of Texas at Austin as well as a CPA license.
 

Chris Rose
Sales Director, SEI

Having been with SEI for more than eight years, Chris is currently a Director of Sales, where he serves as the first point of contact for prospective clients interested in learning more about the technology and service solutions offered by SEI Family Office Services. He is responsible for helping family offices and other private wealth management firms make informed decisions by educating buyers on the types of solutions offered at SEI, conducting initial product demonstrations of the Archway Platform℠ and responding to Requests for Information. Chris began his career at SEI as a member of the Technology Implementation team where he implemented a number of family office clients onto the Archway Platform. A member of their Business Scholars Program, Chris holds a Bachelor of Arts in Economics from Hanover College.
 

Allie Sprinkle
Vice President, Solutions Engineering Team, Masttro

Allie Sprinkle is a member of the Solutions Engineering Team at Masttro. Allie provides best-in-class client service, champions global projects and utilizes her industry insights to optimize the client experience at Masttro. After nearly two decades as a wealth manager at Credit Suisse and JP Morgan, Allie founded Sprinkle Consulting to provide clients with financial clarity related to portfolio management, statement evaluations, and handling unexpected life events. Allie graduated from University of Georgia where she earned her master’s in business administration and holds a BBA from Auburn University.
 

Bill Wyman
President, Family Office Services, Summitas

Bill joined Summitas in 2010 and has nearly 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland.

Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.