Cheryl R. Holland, CFP
President and Founder
Cheryl R. Holland, CFP ® is President and Founder of Abacus Planning Group, Inc., a financial advisory and investment counsel firm. Ms. Holland is a member of the Bryn Mawr College Board of Trustees, the American Bible Society Board of Trustees and the Clemson University Foundation.
Abacus is a holistic wealth management firm managing over $950 million on behalf of its 190 clients. Abacus consists of a team of multi-disciplinary experts, including Certified Financial Planners, attorneys, CPAs, and Chartered Financial Analysts, who work collaboratively to serve its clients in making smart financial decisions. Abacus is the recipient of the Charles Schwab Pacesetter IMPACT Award® for Innovation and Accelerated Growth.
Dr. Lisette Cooper, CFA, Ph.D.
Founder, CEO, CIO
Lisette Cooper is the CEO and CIO of Athena Capital Advisors. Lisette founded the firm in 1993, using techniques that were then available only to the largest institutional investors, to help a wide range of investors manage complex portfolios. She earned a Ph.D. from Harvard University and holds a bachelor’s degree from Wesleyan University. Lisette is a CFA charterholder.
Athena Capital Advisors is a privately held investment advisory firm with $5.9 billion in assets under management that provides investment management and research services to a select group of private clients, institutions, and endowments. Athena serves as its clients’ chief investment officer and investment staff, integrating a broad range of services into a comprehensive investment solution. Athena currently has offices in Lincoln, MA and New York, NY.
John LaPann
Founder, Chairman
Federal Street Advisors
Founder John LaPann, brings almost 35 years of high-level investment and planning experience to his role as Chairman of Federal Street Advisors. He serves as trustee for several individual and charitable trusts and is a member of the investment committee of the Unitarian Universalist Association, the Unitarian Universalist Service Committee and the Judge Baker Children’s Center.
Federal Street Advisors provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on complex multi-generational families and mission-oriented family foundations and nonprofit organizations. It oversees over $4 billion in client assets. For each client Federal Street designs, implements, and manages a unique strategy to meet that client’s specific goals.
Michael Warszawski, CFA
Senior Managing Director
Michael leads the New York office for Manchester Capital Management. He provides wealth and legacy management advice to Manchester clients is a member of the Investment Committee and the Executive Team. He has established or directed several international wealth management businesses. Michael earned a B.S. from MIT and an M.B.A. from Columbia. He is a member of the YJP CEO Forum, and the Young Presidents’ Organization.
Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation.
Alanson B. Houghton
Managing Director
Alanson B. Houghton is Managing Director at Pitcairn. He leads the New York relationship management team, advising multi-generational families. Alan is primarily responsible for developing, implementing, and monitoring long-term investment programs and financial plans that meet clients’ short-term needs and long-term objectives. He has over 20 years of experience in the investment management and family office industries.
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. The firm has offices in Jenkintown, Pennsylvania, New York and Washington, DC.
Donald Mosby Rembert, CFP®, AIF®
Principal
Donald Mosby Rembert, CFP®, AIF®, is a 1961 Honors Economics graduate of Western Maryland College. He started his practice in 1974 and transformed the firm to “fee-only.” Their guide to practicing high fiduciary standards is The Uniform Prudent Investor’s Act. Don is an outspoken advocate who has written articles that reflect critical fiduciary issues.
Rembert Pendleton Jackson offers a wide range of financial planning and investment advisory services to individual and institutional investors. Our business is built on fostering a meaningful, long-term relationship with you. Based in Virginia, the firm serves clients in over 35 states. The firm’s founding principal has been serving individual clients since 1974 and non-profit organizations since 1994.
Michael Zeuner
Managing Partner
WE Family Offices
Michael Zeuner serves as one of three managing partners of WE Family Offices and is a co-founder and board member of the Institute for the Fiduciary Standard. Prior to WE Michael was a senior executive at both GenSpring Family Offices and JPMorgan Private Bank. Michael earned a B.A. from Brandeis University and an M.B.A. from the University of Chicago.
WE Family Offices is an independent, family-focused wealth management firm. The firm addresses the challenges that deeply impact wealth so that families are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no hidden sales agendas or conflicts of interest. As a result, the firm’s advisors offer their clients independent advice and serve as their advocate for the long-term.
Paul A. Pagnato, CFM
CEO Founder
Pagnato-Karp
Paul A. Pagnato is CEO Founder at PagnatoKarp, an independent wealth management firm and multi-family office with over $4.5 billion assets under advisement. Mr. Pagnato is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors and #1 in Virginia on Forbes Top Wealth Advisors lists. A frequent media contributor to CNBC, The Wall Street Journal, Fox Business, Bloomberg, Reuters, CNN and The Street, Paul is a leading champion of the Transparency Wave™ affecting our world today.
PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. A fusion of services include portfolio, planning, tax, legal, private banking, family governance, and lifestyle. With True Fiduciary® standards, advice is transparent, objective and puts the best interests of clients first.
Mr. Pagnato and his team previously worked through HighTower Advisors and Paul spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment Office. Paul also founded the TrueFiduciary® Institute, a non-profit striving to positively impact one million lives through transparency and financial education. He is a graduate of Florida Atlantic University and The Executive Program at Singularity University.
