Tax Partner and National Director of Individual Tax and Financial Advisory Services
Charleston, SC
Arthur Andersen & Co.
Tax Partner and National Director of Individual Tax and Financial Advisory Services
Gresham Partners, LLC
Vice Chairman and Principal
Strong Capital Management, Inc
Senior Vice President and CEO of Private Client Services
Sanford C. Bernstein & Co.
Managing Director and Head of Chicago Office
Head/Ellerman, Inc.
Co-Owner and President
The Private Bank and Trust Company
Executive Managing Director and Chief Executive Officer of Wealth Management
Continental Illinois National Bank & Trust Company
Second Vice President
Personal Fiduciary Advisors, LLC
Founder and Principal
Family Office Exchange
Co-Owner, President and Chief Operating Officer
University of Missouri-Columbia School of Law
Westminster College (MO)
University of Missouri-Columbia, College of Business
