Tom Rogerson

Tom is a managing director with BNY Mellon Wealth Management. He has spent more than 25 years teaching clients about family issues concerning wealth and financial planning. Tom has worked with top U.S. law, accounting, insurance, and investment firms educating, motivating, and training their employees, prospects, and clients on family issues around wealth and how to integrate it into their financial planning. He has been invited to speak at numerous family meetings of some of the wealthiest families in the country.

Asheesh Advani

Asheesh retired in March of 2009 as president of Virgin Money US, a financial services pioneer in the emerging social finance space. The company manages loans between relatives and friends (business loans, personal loans, mortgages and student loans and acquired Lendia in 2008 to become both a lender and processor of traditional mortgages. Asheesh founded CircleLending in 2002, which he sold to Richard Branson and was re-launched as a Virgin company. Loan volume surpassed $350 million in 2008. Prior to founding CircleLending he worked in the private sector department of the World Bank and as a management consultant at the Monitor Group.

Jayne Pearl

Jayne has been a financial journalist for nearly 30 years focusing mostly on family business and financial parenting. She is author of Kids and Money: Giving them the savvy to succeed Financially (Bloomberg Press) and is co-author of Kids, Wealth and Consequences (February of 2010). She began her career at Forbes editing Tom (In Search of Excellence) Peter’s newsletter and is former senior editor of Family Business Magazine.

Joe Campanelli

Joe is the former President and CEO of Sovereign Bancorp Inc. Prior to his eight years at Sovereign, Joe held key positions at both FleetBoston Financial Corp and Shawmut Bank. He is Chairman of Tufts Medical Center, Inc. (formerly Tufts-New England Medical Center) and serves on the boards of the Boys and Girls Club of Boston and Massachusetts Business roundtable and as a member of the Massachusetts Job Growth Task Force, where he introduced two programs designed to encourage job growth and home ownership. With almost 30 years of experience in the banking industry, Mr. Campanelli brings the depth of banking experience required to properly serve its client base.

Sarah Mueller

Sarah is a partner with CCC Alliance LLC, where she has spent a decade providing education and expertise to ultra high net worth families in subjects ranging from raising children with money to family office management. Before joining CCC Alliance, she managed fixed income investment portfolios for wealthy families at Mellon (now BNY Mellon). She earned a business degree from Boston University and lives in Boston with her husband and two children. Ms Mueller serves on the Board of Overseers of Children’s Hospital Boston, continuing the traditions of her own grandfather who co-founded Children’s Hospital New Orleans.

David Saedi

David is the former CEO of Certiport and helped grow the company from start-up to the leading provider of global performance-based certification programs and services. David has played an integral role in cultivating the company’s relationship with Microsoft, working jointly on strategy planning and implementation of Microsoft Office Specialist certification. He has more than 20 years of management experience in numerous industries.

Steve Bayle

Steve Bayle is a management consultant in Somerville, Mass., helping emerging companies and small businesses with strategy, business, organizational and product development, and operations in areas such as web-based education and publishing. He has over 25 years of senior management experience in the information technology and publishing industries. He has co-founded four venture-backed companies, including Course Technology, a higher education technology-focused publishing company, Mainspring Communications, an Internet consulting company, and Mobile-Mind, a mobile applications developer. He was also Director of Information Services at MIT.

Addie Swartz

Addie Swartz is a seasoned entrepreneur who has spent the past 18 years developing educational products and healthy media for children ages 3 -12. In 2002, she created the Beacon Street Girls, an award-winning book series and website to offer preteen girls a fun, fictional platform in which to absorb positive role models and healthy messages. Today, there are 22 Beacon Street Girls books available throughout the US, Canada and Brazil, with more than 1 million copies in print. Addie also founded BrightIdeas, which sold educational software to parents and teachers via a community selling model and was acquired by Addison Wesley, a division of Pearson Education. Addie has also held senior positions at The Walt Disney Company, Lotus Development, and Reebok. She has been featured in the Wall Street Journal, Inc., Working Woman Magazine, Child Magazine, Working Mother, Good Morning America, NPR and MSNBC. She was the 2007 keynote speaker at Harvard Business School’s Dynamic Women in Business Conference, as well as the 2006 co-keynote with Carly Fiorina (formerly CEO of HP), at the Annual Women’s Leadership Conference at Babson College. Addie currently lives in Boston with her husband and two daughters. She is a graduate of Stanford University, and received her MBA from Northwestern University’s Kellogg School of Management.