Preston Root

El Presidente, Junta directiva de la familia Root

Preston Root es el Presidente de la junta directiva, una posición que ha sido ocupado continuamente por un miembro de la familia por 110 años.

Él es el bisnieto de CJ Root que fundó Root Glass Company en Terre Haute, Indiana en 1901. Root Glass Company diseñaron, patentaron y se fabrican al 6 1/2 oz botella de Coca-cola original, en 1916.

La empresa de Root se trasladó a Florida en 1950 y comenzó a construir lo que se convertiría en uno de los mayores embotelladores independientes de Coca - Cola en los Estados Unidos. Preston ha trabajado para la empresa familiar por 35 años en las posiciones que van desde ventas de ruta al gerente de la estación de radio.

Además, actualmente trabaja para el MRN Radio - "La Voz de NASCAR" – el red de radio de deportiva independiente más grande de Estados Unidos, emitiendo las carreras de NASCAR y Rolex Grand-Am de todas partes de América del Norte.

Preston ha sido miembro de la junta directiva para la YMCA del condado de Volusia, el Museo de los Artes y las Ciencias de Daytona Beach, y The Arc de condados de Volusia y Flagler. En 2010 Preston fue nombrado "Voluntario Mejor en el Estado de Florida" por The Arc. También es miembro de la Fundación de Halifax Health.

Preston es un instructor certificado de buceo y un EMT. Sus intereses incluyen el ciclismo de montaña y la aviación.

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Julianne Lundberg Stafford

Family Council Member

Julianne Lundberg Stafford is a third-generation member of the Lundberg family, which has been farming in northern California for 75 years. As Lundberg Family Farms, they farm and market a wide variety of rice and rice products. Julianne has managed the crop insurance, federal program compliance, and research review for the family farming partnership for several years and also serves on the board of the family's equipment holding company and the family council. She earned degrees from Stanford University in geology and worked in that industry prior to her current role at Lundberg Family Farms.

Julianne lives in northern California with her husband and two teenagers. She is also a professional musician and performs with orchestras and small groups in the San Francisco Bay area, nationally and internationally.

Laura K. Zeigler

Principal and Fiduciary Counsel, Bessemer Trust

Ms. Zeigler is a Principal in the Legacy Planning Group and Fiduciary Counsel. Prior to joining Bessemer in 2008, Ms. Zeigler was an attorney at Katten Muchin Rosenman LLP in Los Angeles practicing in the area of trusts and estates, charitable giving, and trust controversy.

Ms. Zeigler is a current member of the Professional Advisory Board of the Ronald Reagan Presidential Foundation. Ms. Zeigler is the former Chairman of the Estate and Gift Tax Section of the Los Angeles County Bar Association (2006-2007) and a former junior board member of the Make A Wish Foundation of Greater Los Angeles (2004-2006).

Ms. Zeigler was named as a finalist for Los Angeles Business Journal Corporate Counsel of the Year (2013). Ms. Zeigler has been listed as Southern California Rising Star in Estate Planning and Trusts (2005-2009) in Los Angeles Magazine and Southern California Super Lawyers Magazine.

Ms. Zeigler is a member of the Beverly Hills Estate Planning Council, the Los Angeles Estate Planning Council, the Beverly Hills Bar Association, the Los Angeles County Bar Association, and the American Bar Association.

Ms. Zeigler earned an LL.M. in Taxation from Boston University School of Law, 1999, her J.D. from John Marshall Law School, salutatorian and magna cum laude, in 1995, and her B.A., from Southern Methodist University, 1991. Ms. Zeigler served as a law clerk for the Honorable G. Alan Blackburn of the Georgia Court of Appeals.

Frederic J. Marx

Partner, Hemenway & Barnes LLP

Frederic Marx is the head of the Business Law Group at Hemenway & Barnes and has concentrated his practice on four principal areas:

Businesses involved in the technology, software, healthcare, and financial services sectors. Clients range from development stage entrepreneurial ventures to publicly held corporations. Fred has represented clients on a wide variety of issues, including technology development and licensing, venture capital and equity financing, strategic partnerships and alliances, mergers and acquisitions, business planning, securities law, taxation, and intellectual property issues.

Nonprofit organizations in the healthcare, education, cultural and social services sectors

Significant family groups in strategic and tax planning for their business and multigenerational long-term objectives

Investment advisors in connection with formation, operations, succession planning, fund creation and management and SEC compliance

Fred is also Managing Director and Chair of the Audit Committee of Hemenway Trust Company, a New Hampshire based private fiduciary firm.

Michael S. Farrell

Managing Director, SEI Private Wealth Management

Michael S. Farrell is managing director for SEI Private Wealth Management, a business unit serving ultra-high-net-worth individuals and families.

Michael joined SEI in 1993. Before assuming this role, Michael held the position of managing director for national broker dealer relationships for the SEI Advisor Network, where he was responsible for developing strategic relationships with suppliers of financial advisory, investment consulting and investment management services.

In addition, he worked in SEI's Institutional Group, providing outsourced fiduciary management services to pension, endowment and foundation clients.

Michael has been providing investment consulting services to private and institutional clients for more than 25 years. Prior to joining SEI, Michael was a managing partner in a Philadelphia-based investment company, serving privately held institutional and family clients. Michael started his career with Morgan Stanley, where he specialized in both fixed income and emerging growth companies.

Michael is a member of the board of directors for the World Affairs Council and serves on the Philadelphia AAP committee for Georgetown University. He also serves in leadership roles for several community organizations. Michael received a bachelor of science degree in business administration from Georgetown University. He holds the NASD Series 65 license.

Matthew Marquis

President, Invest West Financial Corporation and Pacifica Hotel Company

Matt Marquis is president of Invest West Financial Corporation and Pacifica Hotel Company and has been associated with Invest West since 1996.

Previously, Matt was an associate for Investcorp International, Inc., a leveraged buyout firm on Wall Street. At Investcorp, he was actively involved in the underwriting, acquisition process and asset management for investment properties. Matt was also involved in refinancing, restructuring and portfolio management while at Dean Witter Realty, Inc., where he was a financial analyst and associate in the Investment Banking Group.

Matt has been involved in structuring joint ventures with national firms such as Trammell Crow Company, Gumberg Asset Management, Investcorp and the Shelter Group. He currently serves as a board member of Invest West Financial Corporation.

He received his bachelor's degree from Brigham Young University and his MBA from Pepperdine University.

Dale Marquis

Founder and Chairman, Invest West Financial Corporation and Pacifica Hotel Investors

Dale Marquis is the founder and chairman of Invest West Financial Corporation and Pacifica Hotel Investors and chairman of the board of Invest West Capital Corporation, a closely held venture capital company. Dale has been involved with the acquisition or development of over 130 real estate investment projects, including over 30 hotel projects, and has been involved with the formation and operation of many real estate and non-real estate related companies. Dale is directly involved in the approval of hotel sites and hotel acquisition projects for the company. Prior to founding Invest West in 1970, Dale was associated with Arthur Andersen and Company.

Invest West Financial Corporation is a Santa Barbara-based full-service real estate and private equity investment firm that was founded in 1970 by Dale Marquis. Invest West invests in value added opportunities while providing the management and strategic oversight to maximize the value of these investments.

Pacifica Hotel Company is a hospitality management company with a proud history of managing high-quality properties in prime coastal locations and has been consistently listed in the top 10 hotel management companies in the United States by Hotel Business magazine. It was formed by Dale Marquis in 2000.

Warner King Babcock

Chairman and CEO, AM Private Enterprises, Inc.

Mr. Babcock has served as the CEO and board member of a family business, as well as the trustee of many family trusts controlling a family business, investments trusts, and a special needs trust. He is also a member of a family council.

Very earlier in his career, Mr. Babcock, as a family entrepreneur, built a manufacturing business based on his patents, introducing seven products, and expanding the business to seven manufacturing plants around the U.S. and licensing the technologies and trademarks oversees. The company was funded by intra-family financing through a new holding company that was owned by six newly formed trusts for the benefit of the next generation, his siblings.

In 1985, Mr. Babcock began investing in new ventures and several years later, he began advising corporations, family offices and family members regarding forming and investing in entrepreneurial firms. He also formed another firm that advised major family enterprises and corporations regarding corporate strategy, development and ventures for 24 years. His children partially owned the company until it was merged.

Since 2010, Mr. Babcock has been an adjunct faculty member at the Zicklin School of Business at Baruch College in NYC where he teaches MBA students a unique course "Boards, Governance, Leadership within Entrepreneurial and Family Firms" and Family Business Management to next generation seniors who are majoring in entrepreneurship. As an independent investment adviser he also assists others with developing innovative, long-term strategies, plans and options for the next generation.

He currently serves on the Board of Advisors of The Lawrence N. Field Center for Entrepreneurship, the largest in New York City, the Board of Directors of International Association of Attorneys for Family-Held Enterprises. He was been featured in the New York Times regarding family banks and has written recent articles in Accounting Today, Family Business Magazine and Trusts and Estates Magazine. He has been a speaker at Family Business Network, Family Council Advisory, Family Firm Institute, Family Office Association, Family Office Metrics, Family Office Exchange, Institute for Private Investors, next generation and wealth management conferences

He holds a MBA from Emory University, a BA in Chemistry from the University of North Carolina, Chapel Hill and has completed extensive biomedical engineering courses from Vanderbilt University.

Jason Pritzker

President and Co-Founder, Yapmo LLC

Jason Pritzker is President and co-founder of Yapmo. Prior, Mr. Pritzker served as President of Visible Vote, an application created to strengthen communication lines between voters and their legislators. Pritzker's background includes work in the manufacturing industry, investment banking industry and hotel industry. Most recently, he worked for the Marmon Group, an industrial manufacturing company.

From 2003-2006, Mr. Pritzker worked at Goldman Sachs in the Investment Banking Division. Prior to that, Mr Pritzker worked for the Hyatt Corporation in Madrid. Mr. Pritzker has been active in philanthropy for Chicago institutions, having founded the Metropolitan Board of the Chicago Children's Museum and hosted fundraising events for the Chicago Art Institute. He graduated from Brandeis University with a B.A. in sociology.

Dana Telford

Senior Consultant, Family Business Consulting Group

Dana Telford specializes in helping family business owners plan for succession and manage the complexities and opportunities that are inherent to family business. He specializes in succession planning, family governance, Board effectiveness, strategy, entrepreneurship and conflict management.

Dana earned an MBA from Harvard Business School and graduated Phi Beta Kappa from the University of Utah. He is a third generation member of a U.S. based commercial real estate firm.

Dana has advised hundreds of business families from many business sectors in a variety of sizes on 6 continents and in more than 18 different countries, including Switzerland, India, China, Philippines, Indonesia, Japan, Australia, Greece, Saudi Arabia, Belgium, Brazil, Kuwait, England, Mexico, Australia, Canada and the UAE. He works with controlling owner, sibling partnership and multi- generational family enterprises of all complexities and sizes, and across multiple industries. Previous clients include members of the Forbes List of the world's wealthiest, a royal family and founders of some of the world's largest organizations.

Dana has done work in a variety of industries, including real estate brokerage, development and investment, automobile dealerships, residential construction, heavy construction, heavy equipment distribution, aeronautical engineering, farming, medical services, health insurance, jewelry manufacturing and retail, landscape development, property management, ranching, manufacturing, manufacturer's representation, oil and gas exploration, home furnishings, hotels and lodging, banking, beverage bottling and distribution, trucking and retail grocery.

Dana has co-authored two books that have sold over 70,000 copies in 4 languages; the national best seller The Integrity Advantage: How Taking the High Road Creates a Competitive Advantage in Business and Integrity Works: Strategies for Becoming a Trusted, Respected and Admired Leader. He has been a guest lecturer at Harvard Business School, the University of Utah, USC, Cal State Fullerton, the University of Louisville, the University of Wisconsin, Centenary College, Thunderbird, Gonzaga and the American University of Kuwait. He has been a guest on ABC and FOX television. His research and writing has been quoted in Investor's Business Daily, The Chicago Tribune, The Orange County Register, Toronto Globe and Mail and others.

Deborah Marriott Harrison

Global Officer, Marriott Culture and Business Councils, Marriott International, Inc.

Deborah Marriott Harrison, an honors graduate of Brigham Young University, has held several positions within Marriott since 1975, including accounting positions at Marriott Headquarters and operations positions at Key Bridge and Dallas Marriott hotels.

She has been actively involved in serving the community through participation on various committees and boards, including but not limited to the Mayo Clinic Leadership Council for the District of Columbia and the boards of the Bullis School, the D.C. College Access Program, and the J. Willard and Alice S. Marriott Foundation.

Her extensive knowledge of the Company, its history and its mission, and her strong ties with the community bring valuable experience and insight to Marriott's Government Affairs initiatives.

She has also served on the boards of several mental health organizations, including The National Institute of Mental Health Advisory Board, Depression and Related Affective Disorders Association, and the Center for The Advancement of Children's Mental Health in association with Columbia University. Mrs. Harrison is also a member of the Marriott Vacations Worldwide Board.

Jeff Ladouceur

Director, SEI Private Wealth Management

Jeff Ladouceur is Director of SEI Private Wealth Management. In this capacity, he is responsible for innovative solutions, communications, and education that supports the needs of ultra-high-net-worth individuals.

Jeff has been in SEI Private Wealth Management since 2001. Prior to his current role, he was Director of Client Strategy. He was responsible for guiding client advice that focused on goal-oriented outcomes and managing the client experience. His team directly supported both prospects and clients with personal wealth in excess of $20 million in net worth. During his time in SEI Private Wealth Management, he created and launched the SEI Private Wealth Management Legacy Program, led the high-net-worth solution, and directly contributed to the growth of SEI Private Wealth Management business.

Prior to that, Jeff focused on new product development at SEI. He has developed institutional solutions for treasurers, launched private equity and hedge funds, and worked with institutional clients to provide defined benefit, defined contribution, and endowment programs.

Before joining SEI, Jeff served seven years as an officer in the U.S. Navy. He received his Bachelor of Arts in international relations from the University of Notre Dame. He received his Master of Business Administration from Smeal College of Business at The Pennsylvania State University. He also holds a certificate in Executive Business Management from the University of Virginia's Darden School of Business.

Anna Nichols

Director of Communications, Altair Advisers LLC

Anna has more than 12 years’ experience of marketing, research and educational programming in the family wealth industry. Prior to joining Altair Advisers, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. In addition she has presented at numerous wealth management industry conferences, including the Schwab IMPACT Conference, the Family Firm Institute (FFI) International Conference, the Southeastern Family Office Forum and the Family Business Magazine Transitions Conference. 

Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property probate and trust section of the American Bar Association. 

Anna received a bachelor’s degree from Guilford College and an MBA from Fordham University. She lives in Evanston, IL with her husband and two children.

Joshua Nacht

Joshua Nacht is an active family business owner and serves as a married-in, third-generation family member on the board of directors of the 75-year-old Cleveland-based Bird Technologies. In addition, he is a second-generation owner of a real estate development and management company in Edwards, Colo.

He is also a consultant with The Family Business Consulting Group. Joshua works with business families to manage their complexity and create opportunities by focusing on effective governance and transitions. He enjoys working with multi-generational families to integrate diverse perspectives and create strong ownership groups by developing structured plans for continuity.

In 2015, he earned a Ph.D. in Organizational Systems with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion,” investigated leadership within the ownership group of business families, and won the “Best Dissertation Award” from the Family Firm Institute in 2016. 

Kareem Afzal

Vice President, Business Development Manager, PDC Machines

Kareem graduated from Boston University with degree in mechanical engineering in 1997. He started working in the manufacturing shop at a young age running CNC machines making production parts, then moving to assembly and test where he assembled pdc machines compressors and other equipment. Kareem recently made the transition from Project Engineer, where he managed numerous projects for various industry applications, to Business development manager where he now oversees the sales and marketing department.

Kareem travels all over the world in pursuit of developing new customer relations and strategic partnerships in emerging markets. Kareem is Board Chair at Manna on Main Street- a local soup kitchen and food pantry in the suburban Philadelphia area. Kareem is also on a trustee at United Friends School in Quakertown, PA. Kareem is married and the proud father of two children.

Jeff J. Saccacio

Partner, PwC

Jeff Saccacio brings over 30 years of experience to PricewaterhouseCoopers LLP as the tax practice leader for its Southern California private client services, as well as its personal financial services practices. Jeff returns to PricewaterhouseCoopers LLP from the financial services industry where he served as Managing Director and Head of Wealth Planning for Deutsche Bank Private Wealth Management for the Western United States. Before joining Deutsche Bank, he served as a Managing Director and Senior Wealth Strategist providing services for The Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices.

Jeff specializes in planning for high-net worth individuals, entrepreneurs, and closely held businesses, and he has extensive experience in estate and trust planning. Jeff is widely published and quoted in financial journals such as Fortune, Bloomberg Wealth Manager, Financial Planning Magazine, Investment Advisor, and Benefits & Compensation Solutions. He has spoken before various professional societies, bar associations, and civic groups, speaking before the AICPA Conference on Strategies for High Net Worth Individuals, AICPA Advanced Estate Planning Conference and University of Miami Philip E. Heckerling Institute on Estate Planning.

He hosted a popular financial and tax planning radio show, "Talkin' $ with Jeff Saccacio," for over 8 years in Los Angeles, has served as a financial expert and consultant for various print and electronic media, and has been named one of the "Best Financial Advisors" in the country by Worth Magazine for 10 years. Jeff is a member of the American Institute of Certified Public Accountants and earned from this institute his Personal Financial Specialist (PFS) designation. He holds a BBA in accounting from the University of Notre Dame and a Chartered Financial Consultant (ChFC) designation from the American College. He is a member of The Society of Trust and Estate Practitioners - USA which has granted him its Trust and Estate Practitioner (TEP) designation.

He holds a third degree black belt in American Tae Kwon Do. Jeff is a past President and member of the Board of the Alzheimer's Association of Orange County, where he served for over 10 years. He is also a former member of the Board of Trustees of the Orange County Museum of Art.

Arne Boudewyn

Head of Family Dynamics and Education, Abbot Downing

Arne Boudewyn is Head of Family Dynamics and Education, a national practice of PhD-level consultants who collaborate closely with clients on strategies for addressing the complex personal, familial and financial dilemmas that can accompany significant wealth and that often determine its impact on current and future generations. The work of this group includes helping clients to integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies and establish effective family governance structures and processes.  Comprehensive education is a key component of this work as is the design and delivery of family meetings.  A significant emphasis is placed on engaging and preparing next generation family members for not only the wealth, roles and responsibilities they may inherit, but also various business, family and community roles they may wish to inhabit.

Arne has been with Wells Fargo – Abbot Downing’s parent company – since 2003 and has spent the better part of his career collaborating with executive leaders, entrepreneurs, and both families and individuals on strategies for enhancing and leveraging human, intellectual and social capital.

Arne earned a doctorate degree in psychology from the University of Massachusetts and completed his clinical training at the University of California San Francisco and Harvard Medical School.

Arne is a member of the Family Office Exchange (FOX) and the Society of Trust and Estate Practitioners (STEP); a recent speaker at FOX, STEP, Tiger 21 and the Institute for Private Investors; and has been quoted in the Wall Street Journal, NXG Magazine and Barron’s. He currently sits on the board of directors for Meals on Wheels  of San Francisco.

Eric Allyn

Former Board Member, Welch Allyn

Eric Allyn is an experienced Medical Device executive serving on a variety of boards within healthcare and privately-owned businesses. Eric began his career at Welch Allyn in 1982, a 4th Generation family business employing 2,800 people, where he managed a variety of functions and business units worldwide. In 2008, Mr. Allyn moved from his executive role to join Welch Allyn's Board of Directors, a natural result of having led the company's transition from the 3rd Generation of Owners/Managers to the 4th Generation of Owners employing outside management. He is currently Chairman of the Voting Trust, the entity which controls the company's voting stock. He also served on the Audit, Compensation/Management Development, and Science/Technology Committees.

Outside of Welch Allyn, Mr. Allyn serves on many other boards. He is Chairman of the Board of Auburn Hospital, a role he has held since 2008, and was selected to the Board of Governors of the Hospital Trustees of New York State (HTNYS). In addition, Eric serves on the Board of Directors of GOJO (makers of Purell), Diffinity Genomics, Family Enterprise USA, and several small family business boards. He is a past Board Member of Hand Held Products (sold to Honeywell in 2007), and Everest-VIT (sold to GE in 2005). He is a frequent speaker at Family Business seminars across the country.

Mr. Allyn is the Founder and Managing Partner of a private Investment Fund, is Chairman of the Investment Committee of two separate private foundations, and has been the lead investor in several Med-Tech companies in upstate New York.

Mr. Allyn lives in Skaneateles New York with his wife and three daughters, and is actively involved in community organizations across the Central New York region.

Nancy Drozdow

Principal and Co-Founder, CFAR

Justin M. Zamparelli

Partner, Withers Bergman LLP

Justin Zamparelli is a partner in the Corporate Practice Group at Withers Bergman LLP and resident in the firm's New York office. Justin co-heads the firm's family business practice, a dedicated team of professionals focused on the needs of family owned businesses, both domestic and international. Our multi-disciplinary approach to advising family businesses and their owners combines our knowledge and experience in areas such as corporate structuring, family and business governance and succession, mergers & acquisitions, employment, tax and wealth planning.

Justin earned a B.A. degree in Economics and Business with Honors from Lafayette College, a J.D. from Cornell Law School, where he was a John M. Olin Law and Economics Scholar, and a LL.M. in taxation from New York University School of Law. Justin is admitted to the New York Bar and is a Registered Foreign Lawyer in the United Kingdom. He is a member of the New York State Bar Association and the American Bar Association.

Dan J. Agnew

President, The Agnew Company

Dan Agnew is a third-generation family member who has championed and led The Agnew Company's business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been and remains active on industry and charitable boards.

Now in its fourth generation, The Agnew Company was started by Samuel A. Agnew (1879-1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a family enterprise that has continued to grow through a diversified and diligent approach to investing. The Agnew family has adopted a stewardship approach to their asset base that was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917-1980). Their foresight and commitment to future family generations has made it possible for the third and fourth generations of the family to continue to promote the advancement of intellectual growth, individual responsibility, and wealth management which will help ensure opportunity and excellence for future generations.

Dennis T. Jaffe, Ph.D.

Professor, Organizational Systems and Psychology, Saybrook University

Dennis Jaffe is professor of organizational systems and psychology at Saybrook University in San Francisco, and an advisor to families about family business, governance, wealth and philanthropy. He is author of Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, Working With the Ones You Love: Building a Successful Family Business, Working With Family Businesses: A Guide for Professional Advisors, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It, and more than a hundred management and psychology articles. In 2005 he was awarded the Beckhard Award for service to the field from the Family Firm Institute. He received his BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is a licensed psychologist.

Bryant W. Seaman III

Managing Director and Head of Private Asset Advisory Services, Bessemer Trust

Mr. Seaman is a Managing Director responsible for Bessemer's Private Asset Advisory Group, which includes Family Company Advisory, Real Estate Management and Advisory, Oil & Gas Advisory and Property and Casualty Insurance. Mr. Seaman also works closely with Legacy Planning to manage the delivery of Bessemer's expertise to family businesses held in trust.

While at Bessemer, Mr. Seaman served for several years on the Board of Directors of GeoResources, Inc. (NASDAQ: "GEOI"), an independent oil and gas company, where he was Chairman of the Compensation Committee and a member of the Nominating and Governance Committee. He also serves on the Boards of several private companies owned or controlled by Bessemer's clients.

Prior to joining Bessemer in 2005, Mr. Seaman was Head of International and a member of the Management Committee at the NYSE, Head of Large Cap Telecom and Media Investment Banking at Deutsche Banc Alex. Brown and Co-head of Global Corporate Finance at CSFB. He started his career practicing corporate and securities law at Sullivan & Cromwell.

Mr. Seaman earned an A.B. degree in Political Science with Distinction from Stanford University, and J.D. and M.B.A. degrees from Columbia University, where he was a Harlan Fiske Stone Scholar. He has been a member of the New York State Bar, the NASD International Advisory Committee and the National Committee for US-China Relations.

Anne Eiting Klamar, MD

Chairperson, Midmark Corporation

 

Dr. Anne Eiting Klamar is chairperson of Midmark Corporation. She joined Midmark in 2000 as president and was appointed CEO in 2003, the fourth generation of the Eiting family to hold a leadership position at the company. She devotes a high quotient of her time to corporate strategy, innovation and driving the company’s growth initiatives in domestic and international markets.
 

Klamar began her career practicing medicine at Family Practice Physicians in Urbana, OH, in 1993 and served as director of the Well Child Clinic. She was elected to Midmark’s board of directors in 1993, and held the position of secretary of the board.
 

Philip A. Clemens

Retired Chairman and CEO, The Clemens Family Corporation

Mr. Clemens has spent his entire working career with the family business. He began working in the legacy business, Hatfield Quality Meats, on a part time basis while going to school. He began his full-time career in 1967 while attending Peirce College. His career has allowed him to work in all areas of the business. He began on the clean-up crew and worked his way to be the CEO and President of the Company. He began both the Data Processing and Human Resource Departments. He spent 20 years of his career in Human Resources and 7 years as CEO and President of the legacy business.

In 2000 he became Chairman and CEO of The Clemens Family Corporation - a holding company. He currently serves as the CEO of all of the businesses in the Clemens Food Group: Hatfield Quality Meats, Country View Family Farms, PV Transportation, and CFC Logistics. He also serves as the CEO of Clemens Development which is the real estate arm of the Corporation with several holdings including Hatfield Pointe and Clemens Business Center.

Mr. Clemens received the American Meat Institute's Industry Advancement Award, the highest award given in the meat industry; The Edward C. Jones award for community service; the Knowlton Award for innovation in the meat industry; Pride of Peirce for outstand alumni of Peirce College; Pillar of the Community from Harleysville Senior Center; Philadelphia Area Sunday School Association's Superintendent of the Year; and the Research Institute of America for the outstanding management suggestion of the year.

Mr. Clemens is active in his community and other organizations. He serves as the Chairman of the Board of Trustees of Lancaster Bible College; former Chairman and member of the Executive Committee of the American Meat Institute; Board member and Compensation Chair of Delaware Valley Wholesale Floral Group, Sewell, N.J.; Barron Collier Partnership, Naples, FL.; Board member of Ambassador Foundation; Center for Ministry Advancement; Three Springs Ministries; and North Penn United Way.

Mr. Clemens has been married to Linda for 40 year and has 3 adult children - Julie who works in the family business; Beth, married to Paul College and serving as a missionary in Indonesia; and Ruth, married to Brett Harris and is a school teacher in North Carolina. He also has 5 grandsons. His hobbies are hunting and fishing.

Timothy B. Hussey

President and CEO, Hussey Seating Company

Tim Hussey, President and Chief Executive Officer of Hussey Seating Company, joined Hussey in 1982. After holding positions in manufacturing, sales and operations, he was named President in 1995, and was named President and CEO the following year.

Tim received his bachelor’s degree from Colby College in 1978, and his master’s of business administration from Cornell University in 1982. 

Tim currently serves as a Board member of Educate Maine and the Davis Foundation. He has previously served on the Boards of Colby College, Maine Economic Growth Council, Maine Development Foundation and RSU 21 School Board. He is a member of the World Presidents Organization.

Tim lives in Kennebunk, Maine with his wife Marcia, and they have three adult children.

Founded in 1835, Hussey Seating Company is one of the oldest family-owned business in Maine, and currently managed by the 6th generation of the Hussey family.  Hussey is a world leader in developing and manufacturing seating solutions, and their full line of top quality spectator seating products includes fixed plastic, padded and upholstered chairs, telescopic platforms and telescopic gym seats.  Hussey serves the education and sports markets including installations in stadiums, arenas, gymnasiums, auditoriums, convention centers, and performing arts venues.  Hussey products can be found in more than 75 countries and are available from more than 60 dealers, some of which have been offering Hussey products for more than 50 years.

Harold L. (Hal) Yoh, III

Chairman and CEO, Day & Zimmermann

Timothy O'Hara

Assurance Partner, PwC

Tim has more than 20 years of service in public accounting, primarily serving private, family owned companies in a range of industries, including manufacturing, distribution, transportation, sports and entertainment. Tim has assisted companies throughout their business life cycle, serving as a trusted business advisor. Tim also has significant merger and acquisitions, strategic and business plan development, multi-generation transition issues and global integration experience. Tim served a four-year secondment with PwC Germany, from September 1996 until September 2000, where he worked with our Transaction Services group and Assurance practice. Tim has instructed Audit Approach, Internal Controls, US GAAP and International Financial Reporting Standards courses in the United States, Germany and the Czech Republic. He holds a BS from Drexel University, and is a CPA in Florida, Pennsylvania and New Jersey.

Ann M. Dugan

Founder, Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh

Ann Dugan is the founder of the Institute for Entrepreneurial Excellence, part of the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Created to foster the growth and development of family businesses and entrepreneurial firms, seed innovation and promote technology transfer, The Institute provides consulting services, educational programs and exclusive peer networking opportunities to businesses at every stage in the business lifecycle. Since inception, the Institute has helped start over 1,000 businesses, raised $250 million in capital and provided educational programs to 25,000 business leaders.

Ann is an accomplished author, lecturer and business consultant with more than 20 years of experience researching, developing and writing in the areas of family business, strategic planning, development of the franchise system and the dynamics of the entrepreneurial firm. A frequent contributor to articles published in Fortune, Inc, New York Times, Entrepreneur, Wall Street Journal, Washington Post, Pittsburgh Post-Gazette and the Business Times, Ann is also the editor and co-author of the national best seller Franchising 101 and the recently released A Woman's Place... The Crucial Roles of Women in Family Business.

Ann is a leader in community and economic development activities. Her efforts have been recognized with numerous awards, including: Ernst & Young Entrepreneur of the Year 2009; Pittsburgh Post-Gazette Top 50 business leaders; SBA Financial Advocate of the Year; Girl Scouts Women of Distinction; and the Executive Women's Council Women of Achievement Award. She has been a board member of the Redevelopment Authority of Washington County for more than 10 years and is responsible for guiding more than $28 million annually in county infrastructure development. In addition, Ann currently serves on the boards of Innovation Works, Pittsburgh Gateways, Three Rivers Workforce Investment Board (TRWIB), Bridgeway Capital, and VisitPittsburgh.

Dirk Jungé

Chairman, Pitcairn

Dirk Jungé is chairman of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth-generation member of the Pitcairn family, he has served in numerous capacities, including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn's pioneering transition to a 100% open architecture investment platform.

Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. Widely recognized for his involvement in social and community affairs, he sits on a variety of philanthropic and corporate boards. He is also a member of the Family Firm Institute and a recipient of the FFI Barbara Hollander Award, recognizing his commitment and dedication to education and learning in the field of family business.

He received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.

Howdy S. Holmes

President and CEO, Chelsea Milling

Chelsea Milling Company is operated by a family whose roots in the flour milling business date back to the early 1800s. Mabel White Holmes, grandmother of current president Howdy S. Holmes, developed and introduced to the homemaker the first prepared baking mix product, "JIFFY" Baking Mix, in the spring of 1930. Currently Chelsea Milling offers 22 "JIFFY" Mixes.

After successfully competing in the world of motor sports for 20 years, Howdy returned to the family business in November 1987. As a racecar driver, Howdy won championships and was "Rookie of the Year" at the Indy 500 in 1979. He competed in six Indy 500 events. When he retired in 1988, he held the best average finishing record of anyone who started more than four events.

As a businessman, Howdy operated a motorsports marketing company and an advertising company that served the motorsports community. Holmes authored an award-winning book, Formula Car Technology, and was a contributing writer for magazines and newspapers about racing. He also was one of the first color commentators on racing for ESPN.

Upon returning to "JIFFY" in 1987, Howdy led a transformation of the then-100-year-old family business. With the help of others, a professionally managed strategic vision was successfully introduced.

Today, known for their quality and value, "JIFFY" Mixes are uniquely positioned for the 21st century. "JIFFY" is the market-share leader in retail prepared baking mixes.

Preston Root

President, Root Family Board of Directors

Preston Root is President of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 110 years.

He is the great grandson of C.J. Root who founded Root Glass Company in Terre Haute, Indiana in 1901. Root Glass Company designed , patented and manufactured the original 6 1/2 ounce Coca-cola bottle in 1916.

Root Company relocated to Florida in 1950 and started to build what would become one of the largest independent bottlers of Coca - Cola in the United States. Preston has worked for the family business for 35 years in roles ranging from route sales to radio station manager.

In addition, he currently works for MRN Radio--"The Voice of NASCAR"--America's largest independent sports radio network, broadcasting NASCAR and Rolex Grand-Am races from all across North America.

Preston has served on the Board of Directors for the YMCA of Volusia County , Museum of Arts and Sciences of Daytona Beach and The Arc of Volusia and Flagler Counties. In 2010 Preston was named "Top Volunteer in the State of Florida" by The Arc. He also serves on Halifax Health Foundation.

Preston is a certified SCUBA instructor and an EMT. His interests include mountain biking and aviation.

Rhona E. Vogel

CEO and Founder, Vogel Consulting

Rhona Vogel is the CEO and Founder of Vogel Consulting Group. While working in public accounting, Rhona recognized an unfulfilled need in the wealth management industry. Her clients, affluent individuals and business owners, desired a depth of integrated service in tax and estate planning, as well as unbiased investment advice. As a result, she formed Vogel Consulting – an independent multi‐family office.