Archives: Senior Team members

Frank Porcelli has had a distinguished 30+ year career in asset management and wealth management. While he was at BlackRock (NYSE: BLK), one of the world’s largest asset management firms at nearly $10 trillion of assets under management, he headed its U.S. Wealth Business and was a member of their Operating Committee and helped that […]
  • Posted in
  • Comments Off on Frank Porcelli
Robert Kaplan has over 40 years of business management, monetary policy, investment banking, investment management and leadership experience. Experience includes leading the Federal Reserve Bank of Dallas, serving as a professor at Harvard Business School, becoming a partner at Goldman Sachs and as a published author in the area of business leadership. Mr. Kaplan served […]
  • Posted in
  • Comments Off on Robert S. Kaplan
Mr. Kirsch was the Chief Investment Officer and Executive Vice President at Aflac Inc. (NYSE: AFL) and the President of Aflac Asset Management, the asset management subsidiary of Aflac Inc until April 2023. In this role since 2011, he was responsible for building and overseeing Aflac’s investment strategy and investment portfolio representing over $100 billion […]
  • Posted in
  • Comments Off on Eric Kirsch
Mr. Summe has 30+ years of experience as an investor, operator and C-level executive with additional leadership experience through serving as a board member for multiple companies in the engineering, aerospace, finance and data analytics industries. He has completed over 200 private equity investments as an investment committee member and has also acquired or sold […]
  • Posted in
  • Comments Off on Gregory L. Summe
Steve DeAngelis has over 30 years of dynamic business building, management and leadership experience from global investment firms. Experience includes founding and building a technology-based wealth management support platform to over $100 Billion in assts and selling to PFPC Worldwide (a division of PNC Financial), Managing Director and Head of U.S. Advisor Solutions Group at […]
  • Posted in
  • Comments Off on Steve DeAngelis
Peter Cieszko has over 40 years of wide-ranging experience in the financial services industry solving business-wide strategic, distribution and operational challenges with a core focus on the investment management sector. Mr. Cieszko is currently Managing Partner at Convergency Partners, a unique advisory and consulting business focused on the formulation and execution of growth strategies for […]
  • Posted in
  • Comments Off on Peter Cieszko
T. J. Della Pietra has 35+ years of leadership, strategic, investment and governance experience in the financial industry, including senior roles at Citigroup (NYSE: C) and J.P. Morgan (NYSE: JPM) in New York, Tokyo and Hong Kong. Mr. Della Pietra held several senior operating roles at Citigroup, with responsibility for strategy, profit & loss, balance […]
  • Posted in
  • Comments Off on T. J. Della Pietra

Gilbert Palter

June 3rd, 2022 by Brett Hickey

Gilbert Palter is a senior executive with over 30 years of investment and operations experience, in both private and public companies, in the U.S. and Canada. Mr. Palter is Chairman & CEO of EGADS Group, a family office investing in private and public companies and taking an active board role adding value in such areas […]
  • Posted in
  • Comments Off on Gilbert Palter
Dennis Duerst, CFA had a 39-year career at 3M Company (NYSE: MMM), a multinational conglomerate corporation operating in the fields of industry, worker safety, health care, and consumer goods. Mr. Duerst was most recently President at 3M Investment Management Corporation, the $40 billion investment manager for 3M’s global retirement plans. In the US, he launched […]
  • Posted in
  • Comments Off on Dennis Duerst

Tom Tull

January 5th, 2022 by Brett Hickey

Tom Tull, CFA is a senior executive with 40+ years of investment experience in both private and public capital markets. Mr. Tull was most recently the Chief Investment Officer at the Employees Retirement System of Texas (ERS) where he managed a ~$35 billion public pension plan that administers on behalf of employees and retirees of […]
  • Posted in
  • Comments Off on Tom Tull