Client Advisory Board

Alyssa is the Director of Operations at the Fingerboard Family Office, which serves five generations of family members descended from the founder of a large, privately held media company. She leads a team of professionals supporting the family across a wide range of financial and personal needs.

Alyssa began her career at Advance over 14 years ago and has been with Fingerboard Family Office for over 11 years. In that time, she has spearheaded the implementation of numerous software applications and continues to optimize the Family Office’s efficiency through technology. She earned a BA in Fashion Merchandising and a MBA from Marist College. Alyssa lives on Long Island with her husband, son, and rescue dog.

Brendan is the Founder and CEO of Ridgeway Lane, a leading provider of institutional-grade wealth analytics expertise to family offices, RIAs, and boutique wealth managers. He brings more than 21 years of experience in investment analytics, risk management, and operations.

Before founding Ridgeway Lane in 2022, Brendan was Managing Partner at Amplify Advisory Partners and Director of Analytics at Matheys Lane Capital Management. He also spent eight years at HighVista Strategies in portfolio monitoring and investment data operations. He is well equipped to advise teams on how to build scalable portfolio analytics platforms.

Chuck is the Chief Executive Officer at CCFO Investments. He previously served as a Managing Director and Co-Head of BlackRock Alternative Advisors following its acquisition of Quellos Group, where he was a Principal overseeing client relationships and portfolio management.

From 1985 to 1998, Chuck was a Managing Director with CIBC Oppenheimer & Co., responsible for alternative investment strategies and private equity advisory services for U.S. pensions, endowments, offshore institutions and high net worth families. From 1978 to 1985, he was with IBM Corporation in a system engineer and marketing capacity.

Chuck holds a BA in Social & Behavioral Sciences from Johns Hopkins University.

Dave is the Executive Vice President at GC Wealth, a next-generation wealth management platform built for transformational individuals, families, and organizations and a critical component of GC’s endeavor to go Beyond Venture. He drives innovation and creativity to every aspect of GC Wealth’s client experience.

Dave joined GC in 2023, following seven years at First Republic and 17 years at Merrill Lynch in senior leadership positions. At First Republic, he helped grow the Private Wealth Management business from $60 billion to $290 billion in assets and recruited 180 Wealth Managers nationwide.

Dave graduated from the University of Vermont and completed The Wharton School’s Executive Development Program at the University of Pennsylvania in 2018. He is deeply committed to philanthropy, serving the Make-A-Wish Foundation in the Bay Area and mentoring Navy SEALS through the Seal Future Foundation. Outside of work, he enjoys life in San Francisco with his wife, Ashley, and dog, Lou, often exploring the beaches at the city’s west end.

Meredith is Chief Financial Officer of Mt. Vernon Investments, the single-family office for Kenny and Lisa Troutt, founder of Excel Communications. Serving two generations of family members, Meredith manages a complex entity structure supporting a $1B+ investment portfolio. Her specialties include cash flow forecasting, accounting and reporting technology implementation, strategic banking relationships, and GP/LP ownership structure with profits interest. She is the primary point of contact for the G2 family members, managing the family’s Private Trust Company and developing financial forecasting models for their individual trusts.

Prior to joining Mt. Vernon in 2012, Meredith was a Tax Manager at PwC, where she provided wealth management and tax services to high-net-worth individuals. She earned her BBA in Accounting and Finance from Texas A&M University. Meredith has her CPA certification and resides in Dallas with her husband and two teenage children.

Michael is the Co-Founder and Managing Partner at Epic Funds, a boutique private market asset management firm dedicated to curating unique primary fund and co-investment opportunities to help investors access differentiated assets. Since he started the fund in 2021, he has led the firm’s operations and maintained strategic client relationships. In his previous roles, he helped build new business lines at Uber and successfully completed a series of business transformations while a management consultant at PwC.

Michael is also a member of the UCLA Economics Department, leading primary research engagements with Master of Quantitative Economics candidates. Michael has a BS in Business Economics from UCLA, and lives in California. His rescue dog, Frannie, is usually at his side, running, swimming, and attending business events.

Raymond is the Co-Founder and Overseer of TOS Advisors, where he focuses on digital transformation and technology solutions for family offices. He oversees a pioneering firm that provides family office infrastructure in a fully digital, service-based model. At TOS Advisors, Raymond has helped clients ranging from high-net-worth individuals with $40 million in assets to single-family offices with $16 billion in net worth. The firm redefines the traditional family office model by leveraging technology to maximize efficiency and offering outsourced services as an alternative to the conventional “buy vs. build” approach.

With a financial sector background and deep expertise in emerging technologies, Raymond also serves as a board advisor and technology tester for multiple organizations. He received an MBA from Colorado State University and a BS in business from Old Dominion University.

Ryan is Partner and Chief Operating Officer at OakRidge Management Group, a Connecticut-based $1.5B AUM multi-family office and SEC-Registered RIA. At OakRidge, Ryan is responsible for the operational oversight of all client accounts, while also leading the diligence and selection of service providers and technology solutions to build scalable, efficient workflows that enable our team to deliver exceptional service to ultra-high-net-worth families.

Prior to OakRidge, Ryan founded Atrina Advisory, providing outsourced COO services to family offices, hedge funds and RIAs. Earlier, Ryan was Partner, Chief Operating Officer and Chief Compliance Officer at a new launch $750M+ AUM family office, and before that, Ryan led the day-to-day operations at Amber Capital, a $7B AUM global event-driven hedge fund in New York City. Ryan earned a BS in Finance from Boston College.

Tim is the Head of Operations at Jordan Park Group, with over 25 years of experience in financial services. In his role, he leads teams supporting all facets of RIA and Trust Operations, including client reporting, performance analysis, account onboarding, consolidated reporting, operational risk management, and client service.

Tim joined Jordan Park in April 2023 from Wells Fargo Wealth and Investment Management (WIM) Operations, where he served as the Head of Shared Services and Client Reporting. Earlier in his career, Tim served as Vice President and Global Operations Senior Leader at Goldman Sachs, directing Private Wealth Management client service, data aggregation, banking, reporting, and RIA custody support.