Founder, Managing Partner and CEO
Having founded a firm called The Financial Engineering Institute back in 1996, Mr. Gregory and his colleagues utilized the Institute’s WealthEngineering™ Platform and a plethora of other resources to engineer The Family Wealth Hub as an ecosystem for families and their businesses. They are gathering places for Families and Businesses to peruse a carefully selected and categorized portfolio of ExpertSourcing Firms. Families create their FWH Dashboards to access the expert sourcing firms and the Family Knowledge Center coupled with Regional Chapters and synchronized with discreet peer-to-peer Forums and dynamic regional and national Conferences. Nick is dedicated to providing quality education, training coaching and advanced strategies for families of wealth and their advisors. He is also President and Managing Director of The Charitable Capital Design Center, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital. In addition, Nick and his colleagues have developed Give Back Nation, a non-profit, national community foundation to create even bigger waves of giving across the nation. He is also Founder and CEO of The Family Business Hub, a national association of family businesses. Over the past 40 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their high net worth families and businesses. He also provides consulting for some of the largest financial services organizations in the world. He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving. Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The International Institute of Financial Engineering, The Charitable Capital Advisory Institute and is Chairman of the Board of Trustees of Give Back Nation.
President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
CEO of Strategic Innovations Advisors LLC
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
National Business Resource Network Director at BDO USA
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
President of InCap Group, Inc.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
CEO of IRS Solutions
Enrolled Agent, David Stone is the founder and president of IRS Solutions Valencia, Inc. Having graduated from Cal State Northridge (a.k.a. Harvard of the West) he is also a two time Bestselling author of “Tax Breaks for the Rich and Famous” and “The Great Tax Escape”. While David was still in college, he started working as a Revenue Officer for the IRS, thinking that it would be temporary, he stayed there for 14 years. David was a knowledge seeker so he volunteered for odd jobs others did not want to do; including working the lien desk and becoming an Offer in Compromise (OIC) specialist. Tired of seeing people being ripped off and not being represented in their best interest, David founded IRS Solutions Valencia to assist them in resolving their IRS-related issues.
CEO and Founder of Trayecto
Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.
CEO and Co-Founder of Zocks
Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy. Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.