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6th Family Office FinTech Summit 2021

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Proudly supported by


Jules Pulda

Impact Analyst at Ballentine Partners, LLC

Edward Marshall

Global Head, Family Office and HNW Group at Dentons

Carole Crawford

Managing Partner, fincap360 | Chair 100WFinTech | Fintech 2.0 | Family Office

Joseph Reilly

CEO Circulus, Family Office Advisor, Director of The Inheritance Project

Kelly Gonyea

Senior Solution Consultant at Sage Intacct, Inc.

Darren Berkowicz

Managing Director at SS&C Technologies

Catherine McCormick

Tax Manager at Pisces, Inc

Carl Krass

Business Development at Way2B1

Ulrike Hoffmann-Burchardi

Senior Portfolio Manager, TUDOR Investment Corporation

Brandon Roth

Sr. Manager, Technical Marketing at

Allen Wilson

President at Eton Solutions LP

Lisa Hayles

Investment Manager at Trillium Asset Management

Allyson Stewart-Allen

Advisor, Author, Broadcaster, Speaker, Educator, Non-Executive Director

Bob Oros

Chairman and CEO Hightower

Sergei Bourlatskii

CEO & COO Ananta Family Office

Richard Chen

Attorney Who Counsels Wealth Management Professionals on Compliance & Legal Issues

Steve Locke

Chief Information Security Officer at Northern Trust Corporation

Dennis Mangalindan

Vice President - Business Development at SEI Family Office Services

Marissa Frizzell

Sales Director at SEI Family Office Services

Steve Edelman

Managing Director | Institutional Relationships at SEI Family Office

Ben Collins

Senior Director, Financial Services Industry Marketing at Sage Intacct, Inc.

Vikram Chugh

Chief Operating Officer at Robertson Stephens

Natalie Peters

Director of Investor Relations, Family Office Services, SEI

Anna Sears

Principal at The St. Louis Trust Company

Rusdi Sumner

Leader, Sales Specialist, Problem Solver, Market Street Trust

Anna Garcia

Early Stage VC; Capital Markets Expert

Sinead Colton Grant

Deputy Chief Investment Officer and Head of Equities at BNY Mellon Wealth Management

David Teten

Founder, Versatile Venture Capital

Doris Bonora

Partner and Head of Wills and Estates Group at Dentons

Jennifer Murtie

Partner and Head of High Net Worth Practice at Ballentine Partners, LLC

Logan Allin

Managing General Partner & Founder, FinVenture Capital

Antonis Patrikios

Partner, Privacy & Cybersecurity, Dentons

Mary Timmons

Practice COO, Global Family and Private Investment Offices at Northern Trust Corporation

Jennifer Astone

Principal at Integrated Capital Investing

Bill Wyman

CEO at Summitas

Susan Winer

Chief Operating Officer, Strategic Philanthropy, Ltd.

Steve Leivent

Co-General Manager, SS&C Advent

Theodora Viney

Family Wealth Report

Adriana Zalucka

Business Development Director, Family Wealth Report

Anatoly Crachilov

Founding Partner & CEO, Nickel Digital Asset Management

Jonathan North

Head of Products, 4Pines Fund Services

Stephen Harris

CEO, ClearView Financial Media, Publisher of Family Wealth Report

Tom Burroughes

Group Editor, ClearView Financial Media, Publisher of Family Wealth Report

Tania Neild

CTO and Owner, InfoGrate

Carol Kaufman

Inventor of Pinventory® , HR and organizational Consultant for Entrepreneurs

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Family Wealth Report organises events for family office and wealth management professionals to meet and learn from each other.

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Family Wealth Report

The Awards program for the Family Office and Wealth Management Industry and their providers


Wealth Management Technology and Outsourced Service Solutions for Family Offices and Financial Institutions

Northern Trust

Northern Trust Family Office Technology Solutions

Sage Intacct

Leading Cloud Financial Management and Accounting Software for the Multi-Family Office

Manage your family office and high-net-worth clients with greater confidence

Eton Solutions

An integrated platform for the family office


Simplify your complex life. Connect people, information, and services in one secure platform.

Black Diamond Wealth Platform

Connecting the dots of your practice so you can connect with your clients.

SS&C Technologies

Come visit the SS&C Technologies stand to speak to our experts on solutions for your Family Office needs.

The TM Group, Inc.

Empowering Organizations And People With Technology


Know what you have and access it any time. Your home inventory is the best insurance for your insurance and estate planning!


Organize. Protect. Share. All from one place.