Tag: wealth management

Michael K. Smith

I’m honored to share the story of my professional journey—one that has taken me from the trading floors of Chicago to leadership roles at some of the world’s top financial institutions, and now to the courtroom as a financial expert witness. I’ve always believed that integrity, depth of knowledge, and strategic clarity are the foundation of professional excellence. Here is my biography.

Phillip Kolb: Empowering Business Owners to Exit Stronger and Smarter

I’m excited to share a more personal and detailed look at my professional journey and values. From financial advisory to entrepreneurship and strategic consulting, I’ve spent over two decades helping business owners maximize their potential and navigate pivotal moments with clarity and confidence. Here is my biography.

Pat Frost: Guided by Principles, Driven to Serve

After more than four decades in leadership at Frost Bank and involvement with numerous nonprofit and civic boards, I continue to be passionate about bringing strategic insight and community-focused values to organizations looking to grow with integrity and impact.

Dawn Hryshko: Strategic Growth Architect and Tax Expert with Over 30 Years of Impact

I’m Dawn Hryshko, a CPA, MT, and CEPA with over 30 years of experience helping businesses grow, thrive, and transition with clarity and confidence. As Founder and CEO of Orsa Consulting, I partner with business owners to deliver strategic financial guidance, exit planning, and tax solutions that drive long-term success. My background spans Big 8 public accounting, leadership in a \$23B real estate enterprise, and years of boutique advisory work—always with a personal touch and a focus on turning numbers into meaningful business stories.

Clemence Rasigni: Navigating Complexity with Purpose and Precision

I'm honored to share my professional biography, which highlights my journey through over two decades in finance—from analyst roles at global institutions to leadership positions guiding capital markets strategy in the tech sector. I'm passionate about helping organizations grow with integrity and resilience, and I look forward to contributing my insights in new board capacities.

Mark Collins: Empowering Growth by Solving Problems, Creating Value and Leading Transformational Change

I'm excited to share a detailed look at my professional journey, spanning over 25 years in financial services, investments, and consulting. From leading strategy and operations to mentoring thousands of advisors and teaching future leaders, this bio captures the path I've taken and the value I aim to bring to boards, businesses, and communities. Here is my biography.

Mark Charles

After decades of leading in capital markets, structured finance, and investment strategy, I’m excited to share my executive biography. I’ve led syndications totaling over $12B, contributed to board governance initiatives, and remain passionate about mentorship and long-term value creation. If you're looking to collaborate, advise, or connect, here is my biography.

Brent Jones: Global Investment Leader with Deep Expertise in Fixed Income and Emerging Markets

Brent Jones, CFA, is a globally respected investment leader with nearly four decades of experience across fixed income and equities in both public and private markets. Known for his strategic foresight and deep technical knowledge, Brent has managed multibillion-dollar portfolios, led global investment teams, and launched high-impact emerging market strategies. His career spans senior roles at GE Asset Management and Citi Private Bank, where he specialized in portfolio management, client strategy, and product innovation. A board member and advisor to several international companies, Brent is equally committed to social impact through his work with nonprofits focused on education and economic empowerment in developing regions.

Michael Kadel: Transformational Financial Services Executive Driving Strategic Growth and Culture Evolution

Michael Kadel is a transformational financial services executive with over 25 years of experience driving strategic growth, operational excellence, and culture evolution. A visionary leader in banking, fintech, and organizational transformation, he has successfully led large-scale teams, executed high-impact growth strategies, and played a pivotal role in multiple mergers and acquisitions. His expertise spans Retail, Business, and Digital Banking, Private and Commercial Banking, and Wealth Management, with a strong focus on client experience, talent development, and technology integration. A servant leader committed to diversity, equity, and inclusion, Michael fosters high-performance cultures that prioritize innovation, engagement, and long-term success. His ability to align strategy with execution has consistently delivered measurable results, making him a trusted leader in financial institutions and board governance.

Robert Koenig: Transforming Mergers and Acquisitions Through Innovation and Expertise; Positively Transforming the Lives of Business Owners.

After more than three decades in M&A, I have had the privilege of working with business owners to maximize their exit strategies and secure financial futures. From pioneering new marketing techniques to leading a global network of buyers, my career has been dedicated to delivering superior valuations and transformational liquidity events. Here is my biography.

Adam S. Plotkin | Executive Leader in Financial Services, Investment Management, and Compliance

Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

Scott R. Ragaglia, Esq.: “Leave a Good Footprint in Everything You Do”.

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.

Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

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.

Tim Rooney: Guiding Financial Success with Integrity, Strategy and Experience.

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: A Strategic Leader in Financial Services and Veteran Advocacy

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.

John Paul “JP” Cavaliere, ChFC: Strategic Financial Leadership, Fiduciary Integrity and Investment Excellence

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.