Our Advisory Board

Intellectual Engaged Curious

Composed of next generation clients, our Advisory Board helps provide insight into serving multi-generational families.

Julie Castelbaum
Chief Of Staff at Hummingbird
Myles Danielsen
Managing Director at Hall Capital Partners LLC
Nick Farrell
Senior Sales Relationship Manager at MarketAxess
Matthew Kent
Senior Vice President, Planning & Corporate Development at Cequel III/TierPoint
Adie von Gontard
Founder/CEO at Young Money APAA Sports
Allie Williams
Hightouch - Data Activation, Reverse ETL, and the future of CDP