2023 COMMITTEES
ABOUT US
2023 BOARD OF DIRECTORS
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Dan works as the CEO for the HJ Russell Family Enterprise. He’s seen tremendous results when families engaged in building a decision-making process founded on transparency and accountability which requires engaged listening and often difficult conversations. He works collaboratively with family members, management, and family legal, tax, and financial advisors to capture a comprehensive picture of complex issues and goals so the entire team can implement decisions.
He built his expertise over 15 years working with multiple generations and businesses. He helped multiple boards develop from the ground up in their respective roles and stages of life. He mentored multiple generations through succession planning. “Seeking first to understand” is a principle he works to develop with all people involved.
Dan believes successful strategic planning is only accomplished with clear objectives, value-based decisions, and transparent evaluation. He fosters this communication by avoiding group think, while encouraging honest assessment of results. He uses accountability and follow up to make sure teams are on task and focused on the priorities of the family and businesses.
His broad financial background helps him serve as a primary advisor for key business operational and wealth management growth decisions. This breadth produces well thought through income and estate tax planning coordination between multiple business and tax professionals of different generations and businesses.
Dan has been a member of the Southeastern Family Office Forum since 2011 – serving as Chair in 2022 and 2023 and in several other capacities over the past eleven years, which provides access to a deep network of successful families.
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Mariann Mihailidis serves as Managing Director for Councils at FOX, and in that role, she serves as a strategic advisor and mentor to over 70 family office executives, wealth owners and wealth advisors. Mariann has also been instrumental in supporting and promoting The Center for Policy and Taxation and the Private Investor Coalition. Both groups are involved in lobbying for reform of regulatory, tax and estate laws in Washington D.C. She has spearheaded FOX’s Trustee and Beneficiary workshops and the Private Family Trust Company Network and Symposium.
Prior to joining FOX in 1996, Ms. Mihailidis worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies. And formerly as a tax and estate-planning attorney, she advised clients on strategies related to wealth transfer issues, taxes, and corporate structures. Ms. Mihailidis has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.
She spent more than six years in public accounting including work as an auditor for Price Waterhouse. Ms. Mihailidis received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.
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Member
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Member
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Member
2023 EXECUTIVE COMMITTEE
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Managing Director
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Advisory Committee Co-Chair
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Member
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Members
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Dan works as the CEO for the HJ Russell Family Enterprise. He’s seen tremendous results when families engaged in building a decision-making process founded on transparency and accountability which requires engaged listening and often difficult conversations. He works collaboratively with family members, management, and family legal, tax, and financial advisors to capture a comprehensive picture of complex issues and goals so the entire team can implement decisions.
He built his expertise over 15 years working with multiple generations and businesses. He helped multiple boards develop from the ground up in their respective roles and stages of life. He mentored multiple generations through succession planning. “Seeking first to understand” is a principle he works to develop with all people involved.
Dan believes successful strategic planning is only accomplished with clear objectives, value-based decisions, and transparent evaluation. He fosters this communication by avoiding group think, while encouraging honest assessment of results. He uses accountability and follow up to make sure teams are on task and focused on the priorities of the family and businesses.
His broad financial background helps him serve as a primary advisor for key business operational and wealth management growth decisions. This breadth produces well thought through income and estate tax planning coordination between multiple business and tax professionals of different generations and businesses.
Dan has been a member of the Southeastern Family Office Forum since 2011 – serving as Chair in 2022 and 2023 and in several other capacities over the past eleven years, which provides access to a deep network of successful families.
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Advisory Committee Co-Chair
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Bryn Mars Monahan is thrilled to pair her knowledge of business operations, and the challenges of family enterprise, as a consultant with Relative Solutions. She obtained her undergraduate degree in Psychology from Skidmore College, and her MBA from LSU-Shreveport. Coupling her education with her years of experience at Dignitas, a multi-family office, Bryn focuses on the intersection of enterprise and family, providing structure for governance, leadership, communication, and education. Though well versed in all of the challenges and opportunities facing families, Bryn is particularly focused on succession and the Rising Generation.
In addition to her work, Bryn is an active member of the Board of Directors of Foster Holdings Inc., and FAM Legacy Solutions, an MFO Consulting Service. Previously, she served as Chair of 5/4ths, a 4th Generation Family Investment Group.
She is a thought leader in the family office space, and has been featured as a speaker at countless organizations, including Campden, Family Firm Institute (FFI), Family Office Exchange (FOX), SEFOF, and more. She is also on the advisory board for numerous organizations, including Chair of the Southeastern Family Office Forum (SEFOF) 2020-2022.
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Brian is a Managing Director of Wellspring Associates where he has more than 25 years of experience providing comprehensive estate, philanthropic and business planning for affluent families, family offices and their advisors. He currently holds Accredited Estate Planner®, Chartered Advisor of Philanthropy®, Chartered Financial Consultant® and Chartered Life Underwriter® designations.
Prior to joining Wellspring Associates in 1990, Brian worked as a sales manager for the Southwestern Publishing Company in Nashville, Tennessee. He received his Master of Business Administration and Bachelor of Science in Electrical Engineering degrees from the University of Florida.
Dedicated to community and professional involvement, Brian is a member of the Development Committee for The Grove Park Foundation and recently served on the Board of Directors, Governance Committee, and chaired the Philanthropic Services Committee at The Community Foundation for Greater Atlanta. He also chaired the Advisory Committee for the Philanthropic Advisor Leadership Institute and served on the Advisory Committee and Grant Review Committee for One Region Atlanta. Brian served on the Board of Directors for the Atlanta chapter of the Society of Financial Service Providers and on the Professional Affiliate Program and Gift Acceptance Committee for CARE USA. He is a graduate of Leadership Atlanta and an active member of the Atlanta Estate Planning Council, the Association for Advanced Life Underwriting, and a frequent speaker on philanthropic and estate planning topics.
Brian loves experiencing different cultures around the world and has visited more than 50 countries. In addition to his involvement in charitable activities through his church and community, he enjoys spending time with his family, running, mountain biking, reading non-fiction, playing guitar and writing music. Brian grew up in the Panama Canal Zone of Central America and now lives in Atlanta, Georgia, with his wife, Vanessa, a geography professor at Kennesaw State University, and his three children.
2023 ADVISORY COMMITTEE
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Co-Chair
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Member
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Member
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Member
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Kiki is a third-generation owner of Tauck, Inc., a 100-year old travel company based in Wilton, Ct. With her siblings she has helped develop, support and evolve the company’s governance and Board of Directors; has established multiple family and governance policies related to family ownership, and established a plan for ownership transfer to the 4th generation. In addition, she and her siblings have created a unique multi-generational Governance Structure to support effective decision making within their family and business system, as well as to support the family’s growing enterprise activities.
Kiki serves on Tauck Inc’s Board of Directors as well as the Board of the Tauck Family Foundation. She currently Chairs the family’s Voting Owners’ Council and Voting Owners’ Assembly. In 2018 she completed the Kellogg School of Management Executive Program: Governing Family Enterprises.
A resident of Rochester, NY, Kiki enjoys staying involved in her community and takes particular interest in Rochester’s underserved populations. She serves on the Board of Nativity Preparatory Academy and supports the homeless through her volunteer efforts.
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Co-Chair
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Member
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Claiborne Haw is the family mission services advisor serving within the Family Office division of Ronald Blue Trust.
Claiborne seeks to serve multi-generational families as they navigate the complexities of strategic communication, operational governance, philanthropy, and next-generation planning. With personal ties to her family’s 100-year-old business, she brings an insightful perspective to the intersection of family business and “the business” of the family. Combined with a biblical worldview, she helps clients see the opportunity of a wealth transfer, not just as a financial matter, but as a social and spiritual one too!
Prior to joining Ronald Blue Trust, Claiborne worked for IBM in Washington, DC for almost 5 years. In 2020, she returned to her hometown of Richmond, VA to help her own family with business re-organization, project management, and communication. During this time, she was led by her passion for stewardship and fellowship to co-create Magnify, a group designed to gather and encourage the next generation within families of influence and excellence.
Claiborne graduated from Clemson University with a BS in marketing. Her desire for spiritual and emotional growth led her to attend Jesus Culture's School of Leadership, a 2-year ministry program founded by the Sacramento-based church. She is active with Kore Venture, an organization creating community for next-gen leaders along their stewardship journey. Claiborne’s love of families has allowed her to speak about family dynamics and volunteer with the Southeastern Family Office Forum. Her heart is connected to the Richmond-based ministry, MAPS Global, an organization responsible for sending missionaries across the Middle East and Central Asia.
Claiborne loves to spend time in the mountains of Virginia. She currently lives in Atlanta.
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Graham Peck is a Venture Partner at Cultivation Capital. In addition he founded a private equity firm that is opportunistically acquiring technology services businesses and he works on behalf of a private family holding firm/fund to deploy capital into non-core business alternative asset classes including real estate and early- and growth-stage companies.
Graham’s board service in the Cultivation portfolio currently includes being a board observer for Avail. Graham has founded or co-founded several small businesses and regularly volunteers for organizations that support youth leadership and education. He holds a B.S. from Franklin University. Graham worked as a process optimization engineering manager in the manufacturing industry and a retail general manager in the telecommunications industry before he became an entrepreneur and started working with early-stage investments.
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Christian Broyhill operates NextGen Journeys and seeks to bring important conversations regarding mental health and resiliency into family-owned businesses. She especially enjoys working with NextGen family members discerning their personal identity in light of their larger family success narrative. In addition to her work with families, Christian is a licensed professional counselor and maintains a private counseling practice where she serves adults navigating issues related to vocation, spirituality, and trauma.
Christian is a graduate of Episcopal High School and Furman University. She possesses a master’s degree in clinical mental health counseling from Denver Seminary. She has earned two advanced counseling certificates from The Allender Center, where she received training specifically related to group facilitation. Additionally, she has received a certificate from Kennesaw State University in Next Gen Family Enterprise Leadership. Christian has completed Moderator Training through the Young President’s Organization and has received accreditation to administer the iEQ9 integrative enneagram assessment.
Christian has one daughter named Harbour. Her hobbies include singing with the Duke Evensong Singers at Duke Chapel and spending time outdoors.
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Member
TRACK LEADERS
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Family Business
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Next Gen
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Family Office
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Claiborne Haw is the family mission services advisor serving within the Family Office division of Ronald Blue Trust.
Claiborne seeks to serve multi-generational families as they navigate the complexities of strategic communication, operational governance, philanthropy, and next-generation planning. With personal ties to her family’s 100-year-old business, she brings an insightful perspective to the intersection of family business and “the business” of the family. Combined with a biblical worldview, she helps clients see the opportunity of a wealth transfer, not just as a financial matter, but as a social and spiritual one too!
Prior to joining Ronald Blue Trust, Claiborne worked for IBM in Washington, DC for almost 5 years. In 2020, she returned to her hometown of Richmond, VA to help her own family with business re-organization, project management, and communication. During this time, she was led by her passion for stewardship and fellowship to co-create Magnify, a group designed to gather and encourage the next generation within families of influence and excellence.
Claiborne graduated from Clemson University with a BS in marketing. Her desire for spiritual and emotional growth led her to attend Jesus Culture's School of Leadership, a 2-year ministry program founded by the Sacramento-based church. She is active with Kore Venture, an organization creating community for next-gen leaders along their stewardship journey. Claiborne’s love of families has allowed her to speak about family dynamics and volunteer with the Southeastern Family Office Forum. Her heart is connected to the Richmond-based ministry, MAPS Global, an organization responsible for sending missionaries across the Middle East and Central Asia.
Claiborne loves to spend time in the mountains of Virginia. She currently lives in Atlanta.
SUB-COMMITTEE CHAIRS
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Peer Group and Participant Experience
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Women in Wealth
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Faith and Family
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Dan works as the CEO for the HJ Russell Family Enterprise. He’s seen tremendous results when families engaged in building a decision-making process founded on transparency and accountability which requires engaged listening and often difficult conversations. He works collaboratively with family members, management, and family legal, tax, and financial advisors to capture a comprehensive picture of complex issues and goals so the entire team can implement decisions.
He built his expertise over 15 years working with multiple generations and businesses. He helped multiple boards develop from the ground up in their respective roles and stages of life. He mentored multiple generations through succession planning. “Seeking first to understand” is a principle he works to develop with all people involved.
Dan believes successful strategic planning is only accomplished with clear objectives, value-based decisions, and transparent evaluation. He fosters this communication by avoiding group think, while encouraging honest assessment of results. He uses accountability and follow up to make sure teams are on task and focused on the priorities of the family and businesses.
His broad financial background helps him serve as a primary advisor for key business operational and wealth management growth decisions. This breadth produces well thought through income and estate tax planning coordination between multiple business and tax professionals of different generations and businesses.
Dan has been a member of the Southeastern Family Office Forum since 2011 – serving as Chair in 2022 and 2023 and in several other capacities over the past eleven years, which provides access to a deep network of successful families.
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Next Gen
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Bryn Mars Monahan is thrilled to pair her knowledge of business operations, and the challenges of family enterprise, as a consultant with Relative Solutions. She obtained her undergraduate degree in Psychology from Skidmore College, and her MBA from LSU-Shreveport. Coupling her education with her years of experience at Dignitas, a multi-family office, Bryn focuses on the intersection of enterprise and family, providing structure for governance, leadership, communication, and education. Though well versed in all of the challenges and opportunities facing families, Bryn is particularly focused on succession and the Rising Generation.
In addition to her work, Bryn is an active member of the Board of Directors of Foster Holdings Inc., and FAM Legacy Solutions, an MFO Consulting Service. Previously, she served as Chair of 5/4ths, a 4th Generation Family Investment Group.
She is a thought leader in the family office space, and has been featured as a speaker at countless organizations, including Campden, Family Firm Institute (FFI), Family Office Exchange (FOX), SEFOF, and more. She is also on the advisory board for numerous organizations, including Chair of the Southeastern Family Office Forum (SEFOF) 2020-2022.
OPERATIONS
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Admin Support - Program, Marketing, Logistics
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Communications Review
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Registration Design for IT
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Member
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Accounting
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Admin Support - Partners, Dinner Logistics
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Coordinating Sponsor Partners
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IT, Website Design, Cvent Design
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Conference App
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Hotel & Accomodations Manager
SEFOF 2023 TRACK TEAMS
FAMILY BUSINESS
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Leader
FAMILY OFFICE
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Leader
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As Sr. Director of the Cathy Family Office, Ryan is responsible for overseeing the financial and operating functions of the family office. The main functions include financial planning, tax planning, estate planning, property management, risk management, and philanthropy. Ryan also spends a considerable amount of time with Gen 3 discussing various topics, but mainly just walking through life with them as a friend and advisor. Ryan also has the opportunity to serve in functions that support strategic planning related to Chick-fil-A, Inc..
Prior to joining Chick-fil-A, Inc. and the Cathy Family Office, Ryan spent over 6 years in public accounting. In that role, he spent over 4 years working in tax; focusing on large C and S Corporations and high-wealth individuals. His primary responsibility was compliance, but he also had the opportunity to assist with tax planning strategies and overall financial planning. In addition, he spent time working in audit. On the financial audit side, Ryan worked in the areas of R&D, manufacturing, and construction, and also assisted with 4 non-profit audits. Further, he spent two summers joining the ERISA compliance team in order to audit various 401k and profit sharing plans.
Ryan is a graduate of Clemson University and holds a bachelors and master’s degree. He graduated with a Bachelor’s of Science in 2004 and later earned his Masters of Professional Accountancy with an emphasis in Taxation in 2006, after spending 1 year in between interning in both industry and public accounting. He holds a CPA license in the state of Georgia.
Ryan is blessed to be married to his best friend Shelley, and they have two wonderful sons, ages 13 and 11. Most of their time is spent either on the baseball field with their boys, where Ryan is head coach of their teams, or outdoors as the entire family enjoys being outside. Along with family time and baseball, Ryan enjoys Clemson football and hunting. They worship at Crossroads Church in Newnan and are also very passionate about the national ministry, FCA Outdoors. Additionally, Ryan serves on three Boards. Further, Ryan is honored to help lead two committees for a large local foundation – the Audit Committee (Chair) and the Investment Advisory Committee.
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With over 30 years of experience working with high net-worth families and family offices, Diana Ledford is CEO of ForeFold Ventures in Cedar Rapids, Iowa, In this role, Diana works with a family enterprise on the development and implementation of their strategic plan for investments, trust and estate planning, philanthropy, tax and accounting, and next generation education. Diana joined ForeFold Ventures in 2016.
Prior to this role, Diana was Senior Vice President at Northern Trust in Chicago responsible for client development for Northern’s Multi-Manager Solutions (OCIO) Group. In this role, Diana worked with family offices, ultra-high net worth individuals, foundations and endowments to develop custom advisory and discretionary investment solutions from single strategy mandates to total outsourcing programs. Diana served on the foundations and endowments investment committee at Northern Trust from 2013 – 2016.
Previously, Diana was a Director at BlackRock in Chicago where she was responsible for business development and relationship management for BlackRock's Wealth Management Group focusing primarily on family offices. Earlier in her career, Diana was a private wealth advisor at Goldman Sachs in the San Francisco and New York offices and was Assistant Vice President and Director at SCI Capital Management in Cedar Rapids, Iowa.
Diana received a Bachelor of Arts degree in Economics from Northwestern University and a Masters in Business Administration degree in Finance and Marketing from Kellogg Graduate School of Management, Northwestern University.
Diana is currently the board chair of the Greater Cedar Rapids Community Foundation. She is a trustee of Waypoint, and a member of the investment committee of Mercy Hospital in Cedar Rapids.
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Member
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Robin Satyshur joined the Cox Family Office (CFO) in July 2022, as Vice President, Finance & Accounting. She is responsible for the financial and accounting operations of CFO; providing fiduciary oversight for the family’s diverse financial interests; and implementing best practices to optimize CFO’s financial processes.
Robin previously served as Principal in the Nashville office of Diversified Trust, where she was responsible for serving multi-generational families, including family offices and private family trust companies.
In previous leadership roles, Robin served as founder, CEO, and director of Pendleton Square Trust Company, leading the company’s formation and expansion and as Treasurer and COO of The Family Office, LLC in Nashville, a legacy single-family office serving the founders of Dollar General, the Turner family.
During her tenure at The Family Office, Robin led the formation, implementation, and operations of the family’s private family trust company, the first in Tennessee. Subsequently, she served as an independent director and committee chairperson for a second Tennessee-based private family trust company offering trust and fiduciary services to a multi-generational, private business-owning family.
Robin is a sustaining member of the Junior League of Nashville and is a trustee for the League’s endowment. Her professional memberships include the American Institute of CPAs, the Tennessee Society of CPAs, the Nashville Estate Planning Council, and the Private Directors Association. Robin is a certified public accountant (inactive) and holds an MBA from Southern Methodist University.
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Tony Gebely, CEO of Annapurna Cybersecurity, has been immersed in the world of cybersecurity since 2003, when he discovered his passion for cryptography. With over two decades of experience in the information technology field, Tony has built a successful career leading custom software projects, building platforms in Drupal, and holding high-level positions such as Director of Digital Strategy and Director of Technology.
Prior to founding Annapurna Cybersecurity, Tony’s most recent role as Chief Technology Officer for Family Office Exchange saw him serve as a subject matter expert on cybersecurity for the firm’s 500 members. Tony routinely advised families on cybersecurity best practices, published several papers on the topic, and ran the firm’s first Global Family Security Workshop.
He also launched the organization’s Technology Operations and Data Security Network, which includes over 325 family office executives responsible for technology and cybersecurity.
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Member
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Member
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Kim T. Kusilek is COO of HRK Group, Inc., a single-family office, and HRK Trust Company, a private trust company chartered for the Andersen Windows Family. HRK provides integrated financial services to fourth through sixth generation family members. Kim’s primary responsibilities are to organize and execute the Financial Services for each family member, which includes tax planning and compliance, financial reporting, investment accounting and reporting, and risk management. In addition, she acts as an advocate and trusted advisor for all her clients in their pursuit of financial prosperity.
Kim worked in the Tax Department at Andersen Windows before joining HRK in 1996. She began her career at KPMG.
Kim has a bachelor’s degree in Accounting and is a Certified Public Accountant. Kim is married with two children and in her free time enjoys hiking, kayaking, sport activities, gardening, and reading.
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Christine Franco is the President of Ingeborg where she oversees the Ingeborg team and is responsible for Ingeborg’s strategic direction and growth in concert with Ingeborg’s founder, Olivia Walton. Ingeborg consists of both Ingeborg Investments, a venture capital fund that invests in women, and Ingeborg Initiatives, Olivia’s philanthropy strategy.
Christine draws from over 25 years of family office experience leading the Hall Family Office and the Duchossois Family Office. Prior to entering the family office industry, Christine worked at Ernst & Young in Chicago where she spent time in its Moscow, Russia office.
Christine earned her undergraduate degree from the University of Wisconsin in Madison and her graduate degree from DePaul University. Christine lives in Bentonville, Arkansas with her husband, Carlos. They have three grown daughters.
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Jill Barber is President of CYMI Holdings, which provides wealth advisory services to each member of the Mathile Family. Jill joined CYMI in 1999 just prior to the sale of the Iams Company to Procter & Gamble.
Jill is respected by her peers from Family Offices around the world and is often invited to share best practices on Business Continuity Planning, Risk Management, Strategic Planning, and Family Office Structuring. She began her career at Arthur Andersen in 1996 and advanced quickly to a tax manager position specializing in S Corporation and Partnership Tax. For more than two decades, Jill has been a trusted advisor to three generations of the Mathile family.
Jill is a Certified Public Accountant (C.P.A.) and a Certified Private Wealth Advisor (CPWA®). She graduated Magna Cum Laude with B.S.B. in Accounting and Finance from Wright State University in 1994.
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Richard Douglas, CPP, is the founder and owner of LAH Consulting LLC and the former General Manager of Corporate Security and Fire protection for the United States Steel Corporation. LAH Consulting is a specialized security & risk consulting practice with full capabilities around the globe. In this capacity at United States Steel he was responsible for physical security and fire protection for the company’s international and domestic operations. United States Steel employs over 45,000 men and women across the globe. The company operates 13 facilities, 4 subsidiaries, 2 research facilities 6 joint ventures domestically, as well as major company facilities in the Slovak Republic, Brazil, Canada and two joint ventures in Mexico.
Specific operations under his control were physical security, cyber security, uniformed guard services, ex-patriot protection, executive protection, travel security, emergency response, emergency medical services, intelligence, investigations, and international, federal, state and local asset protection compliance.
As the leader of U.S. Steel’s integrated security and fire protection capabilities, Mr. Douglas has not only served as a global manager, he has developed a unique perspective from both hands-on experience and multi-discipline accreditation’s. Mr. Douglas has earned a reputation as a leader in building public/private partnerships. He served as a founding member and the first chairman of the Critical Manufacturing Sector Coordinating Council. He also served as Chairman of the Cross Sector Supply Chain Working Group. Under his leadership the group partnered with the National Security Staff in the issuance of the Presidents Strategy for Supply Chain Security. Mr. Douglas also served on the Overseas Security Advisory Council and served on a variety of boards in his home state of Indiana. Mr. Douglas holds degrees from Indiana University and is a board Certified Protection Professional.
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Peggy is the Vice President of Operations & Human Resources for Gates Capital Management. In this role, she works closely with the family’s Education Committee, Housing Advisory Committee and coordinates the Gates Capital Management, LLC Annual Conference. In addition to these roles, she manages the operations of the office, manages the human resources functions and oversees the risk management and insurance program for all of the Gates Family operating entities. Peggy has been with Gates Capital Management since October 1996. Peggy lives in Colorado, is married, has four children and four grandchildren.
Peggy holds a Bachelor of Science degree in Business Administration, graduating Suma Cum Laude from Regis University.
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Cassie Atteberry is an HR leader with over 20 years of experience making the people stuff easier.
Cassie spent over 21 years in HR at Hallmarks Cards, Inc. where she specialized in helping leaders achieve their business strategy by getting the right structures, processes, cultures, people, and talent processes in place. As a member of the HR executive team, she influenced strategy, policy, and the employee experience; she also became a known as a champion for diversity, equity, and inclusion. A significant portion of her time was spent working with executive leadership teams and coaching employees at all levels. She was also the dedicated HR support for the family office established by Hallmark’s founders, which ushered her in to the family office industry.
Cassie founded her own consultancy in 2020, Talent Outside the Lines, to help family offices maximize the value of their people portfolio. Her services include strategic HR consulting and organizational planning, coaching, building culture, and team and talent development.
Cassie holds a master’s degree in human resources and industrial relations from the University of Minnesota, and a bachelor’s degree in communications from the College of St. Catherine. She is known as high-energy, a resourceful and thoughtful strategic partner, avid learner, trusted confidante and not taking herself too seriously. She enjoys time with her family and dogs and recently moved to the Boise, Idaho area to be near her parents.
FAMILY CONNECTION AND LEGACY
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Ella Chase Hyland is the co-founder of Wellth Works, which cultivates and develops authentic feminine leaders, showing women that they create success while integrating balance and fun. Ella is a dynamic and innovative speaker, facilitator, and mentor. She is a recognized authority on the psychology of leadership, negotiations, and organizational turnaround.
Before launching Wellth Works, Ella spent a decade in sales consulting Fortune 200 companies and private enterprises on disaster recovery and business continuity strategy via emerging technology platforms (think about the “cloud” before it was commonplace), closing over $1 Billion in sales.
Ella is a certified CTI professional coach, and is a Northeastern University alumnus, having graduated summa cum laude with dual bachelor’s degrees. You can find Ella traveling the globe, exploring new cultures and adventures, especially those that involve being in, or on, water.
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Melissa became the Executive Director of Adolph Coors Company LLC in 2015. Melissa leads the family Trust office and is responsible for trust administration, strategy, generational transition, and family communications. Prior to joining ACC LLC, Melissa spent 20 years working in the Coors beer business as it grew from Coors Brewing Company to Molson Coors Brewing Company. She worked in international sales, brand marketing, strategy and HR. Melissa earned her BSFS from Georgetown University and MBA from the University of Denver. Currently, Melissa serves on the board of the Adolph Coors Foundation.
Melissa lives in Denver with her husband Mark and their three children. She enjoys the great Colorado outdoors, playing paddle sports, and spending time with her family.
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Claiborne Haw is the family mission services advisor serving within the Family Office division of Ronald Blue Trust.
Claiborne seeks to serve multi-generational families as they navigate the complexities of strategic communication, operational governance, philanthropy, and next-generation planning. With personal ties to her family’s 100-year-old business, she brings an insightful perspective to the intersection of family business and “the business” of the family. Combined with a biblical worldview, she helps clients see the opportunity of a wealth transfer, not just as a financial matter, but as a social and spiritual one too!
Prior to joining Ronald Blue Trust, Claiborne worked for IBM in Washington, DC for almost 5 years. In 2020, she returned to her hometown of Richmond, VA to help her own family with business re-organization, project management, and communication. During this time, she was led by her passion for stewardship and fellowship to co-create Magnify, a group designed to gather and encourage the next generation within families of influence and excellence.
Claiborne graduated from Clemson University with a BS in marketing. Her desire for spiritual and emotional growth led her to attend Jesus Culture's School of Leadership, a 2-year ministry program founded by the Sacramento-based church. She is active with Kore Venture, an organization creating community for next-gen leaders along their stewardship journey. Claiborne’s love of families has allowed her to speak about family dynamics and volunteer with the Southeastern Family Office Forum. Her heart is connected to the Richmond-based ministry, MAPS Global, an organization responsible for sending missionaries across the Middle East and Central Asia.
Claiborne loves to spend time in the mountains of Virginia. She currently lives in Atlanta.
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Sophia Pacifico Griffini’s professional mission is to empower next-gens to get smart on money and investing skills with the goal of ensuring that they gain not only the knowledge, but also the confidence, to start owning their financial decisions.
Inspired by her own experiences growing up with little to no guidance of how to manage personal finances, Sophia built Finance Talks to teach next-gens regardless of age or experience how to be in control of their finances.
Previously, Sophia led a career in wealth management where she oversaw investment advice for high net worth and ultra-high net worth families, private foundations, not-for profits, and corporations.
During her job in wealth management, she noticed a similar trend. Educating the next generation was not done in an engaging or interesting way. The Finance Talks courses are guided by 3 main principles: (1) Beginner Friendly (2) Customizable and (3) A good time.
Sophia received a BA from University of Southern California. Originally from New York City, she now resides in San Francisco, but is an avid global traveler.
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Member
Women in Wealth
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Coventry Edwards-Pitt, CFA, CFP®, is the Chief Creative Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She is responsible for thought leadership for the firm. She began her career at Goldman Sachs after graduating from Harvard University.
Covie is the author of the Healthy, Wealthy & Wise Collection, a three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
Covie’s books live at the intersection of heart and wealth. She has spoken at over 150 events for wealth-owning families and their advisors and consults to individuals and families about how to implement the books’ strategies in their own families. She lives in the Boston area with her husband and daughter.
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Michelle Langdon is the co-founder of Wellth Works - a leading provider of coaching and consulting supporting female leaders to grow their confidence, executive presence, and communication skills to help launch a world where women are equally represented.
She is a trained professional coach, international economist, and a former advisor to governments around the world. She comes from a big, entrepreneurial family and is passionate about bridging the generational divide and empowering women in businesses.
Michelle holds a Bachelor’s degree from Boston University and a Master’s in International Economics and Development from Johns Hopkins University. You can find Michelle teaching and practicing yoga, traveling, and stepping out of her comfort zone in her spare time.
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Bryn Mars Monahan is thrilled to pair her knowledge of business operations, and the challenges of family enterprise, as a consultant with Relative Solutions. She obtained her undergraduate degree in Psychology from Skidmore College, and her MBA from LSU-Shreveport. Coupling her education with her years of experience at Dignitas, a multi-family office, Bryn focuses on the intersection of enterprise and family, providing structure for governance, leadership, communication, and education. Though well versed in all of the challenges and opportunities facing families, Bryn is particularly focused on succession and the Rising Generation.
In addition to her work, Bryn is an active member of the Board of Directors of Foster Holdings Inc., and FAM Legacy Solutions, an MFO Consulting Service. Previously, she served as Chair of 5/4ths, a 4th Generation Family Investment Group.
She is a thought leader in the family office space, and has been featured as a speaker at countless organizations, including Campden, Family Firm Institute (FFI), Family Office Exchange (FOX), SEFOF, and more. She is also on the advisory board for numerous organizations, including Chair of the Southeastern Family Office Forum (SEFOF) 2020-2022.
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Ella Chase Hyland is the co-founder of Wellth Works, which cultivates and develops authentic feminine leaders, showing women that they create success while integrating balance and fun. Ella is a dynamic and innovative speaker, facilitator, and mentor. She is a recognized authority on the psychology of leadership, negotiations, and organizational turnaround.
Before launching Wellth Works, Ella spent a decade in sales consulting Fortune 200 companies and private enterprises on disaster recovery and business continuity strategy via emerging technology platforms (think about the “cloud” before it was commonplace), closing over $1 Billion in sales.
Ella is a certified CTI professional coach, and is a Northeastern University alumnus, having graduated summa cum laude with dual bachelor’s degrees. You can find Ella traveling the globe, exploring new cultures and adventures, especially those that involve being in, or on, water.
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