I am excited to share my professional journey, highlighting my experience in financial services, board governance, and strategic leadership. With a track record of driving growth, optimizing financial structures, and fostering collaboration, I look forward to new opportunities where I can make a meaningful impact. Here is my biography.

Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

I’m excited to share my professional journey, spanning over 36 years in finance, investment management, and leadership. From guiding clients through wealth-building strategies to mentoring young professionals and serving on various boards, my career has been driven by a passion for helping others succeed. Here is my biography.

Neal Litton is a seasoned financial professional and former military leader dedicated to guiding individuals, families, and veterans toward financial security. With a career spanning financial consulting roles at USAA, Charles Schwab, and Modern Woodmen of America, he has built a reputation for strategic wealth management, retirement planning, and investment guidance. His disciplined approach, shaped by his service with the U.S. Army Corps of Engineers, allows him to provide clients with structured, long-term financial strategies. An advocate for veterans, Neal has also held leadership roles in organizations supporting those who have served, reinforcing his commitment to financial literacy and stability. Holding an MBA from the University of Phoenix and a Bachelor of Science from Texas A&M University, he combines education, experience, and a client-focused approach to deliver trusted financial solutions.

I’m excited to share my executive biography, highlighting my journey in investment management, fiduciary leadership, and financial strategy. With over 20 years of experience in institutional investing, portfolio risk management, and nonprofit board governance, I am committed to helping organizations build sustainable financial futures.

Manny Monahogios is a seasoned financial leader with over 30 years of exceptional experience in global markets, trading, and risk management. Renowned for his results-driven approach, Manny has excelled in delivering tailored financial solutions across corporate, institutional, family office, and ultra-high-net-worth client segments. His dynamic career spans wealth management, cross-border M&A, and derivatives strategy, demonstrating a remarkable ability to adapt to evolving industry landscapes. A proven leader and multi-tasking producer, Manny is committed to driving innovation, fostering a culture of excellence, and delivering measurable results through strategic initiatives and collaborative leadership.

With over 40 years of experience in wealth management and institutional investment strategies, I am passionate about delivering tailored solutions to meet the unique needs of clients. My journey reflects a commitment to excellence, innovation, and service. Here is my biography.

I’m excited to share my professional journey with you! With over 13 years of experience in financial services, I’ve had the privilege of working with incredible clients and organizations, helping them achieve their goals through strategic planning and mentorship. My journey is rooted in integrity, communication, and a passion for excellence. Here is my biography.

Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

The distribution of alternative investments is undergoing a transformative shift driven by investor demand for diversification, regulatory changes, and the rise of digital platforms. As high-net-worth individuals, institutions, and retail investors increasingly seek exposure to alternatives like private equity and real estate, distributors must adapt their strategies to meet evolving expectations. Leveraging segmentation, personalized marketing, and digital tools are key to enhancing client engagement and streamlining processes. Furthermore, innovations such as blockchain, tokenization, and AI are revolutionizing access and efficiency, making these investments more accessible. By integrating data-driven insights and focusing on client education, firms can navigate this dynamic landscape and unlock new growth opportunities.

I'm excited to share a bit about my professional journey. Over the years, I’ve had the privilege of practicing Canadian income tax law, advising high-net-worth individuals, global families, and businesses on complex cross-border transactions. My work spans corporate tax planning, M&A, international trusts, and estates, all with a focus on helping clients navigate the intricacies of the Canadian tax system. With experience at global law firms, a background as an economist, and founding my own boutique tax practice, I’ve developed a unique perspective that combines legal expertise with economic insight. It’s been an incredibly rewarding journey, and I look forward to continuing to provide strategic tax solutions to clients around the world.

Excited to share my professional journey and the continued growth of Sterling Trustees LLC. For over 15 years, I’ve had the privilege of leading an independent, conflict-free trust administration company dedicated to helping high-net-worth families and foundations preserve their wealth for future generations. Our focus on objectivity and integrity sets us apart, allowing us to provide personalized, transparent services to our clients. Through my work with Sterling Trustees, WealthHub Solutions, and the South Dakota Trust Association, I remain committed to innovation in trust administration and wealth management. Thank you to all the clients and partners who have supported us along the way! Check out my executive biography to learn more about my journey and the values driving Sterling Trustees’ success.