Paul H. Robb, CFP, ChFC, CLU
Paul is 35 year veteran of family, business and charitable planning. Starting his career with Northwestern Mutual in 1983, he then moved to Mass Mutual and AXA Equitable’s open market platforms, continuing in the context of partnering on a consultative basis with other advisors nationally. During his extensive career, his concept of collaborative legacy planning evolved, culminating in the formation of PH Robb Legacy Alliance which enjoys a national reputation as a consultant to major tax, legal, banking, insurance and financial firms. As an industry innovator, Paul invented a virtual family office technology, resulting in a patent portfolio dealing with online collaboration in the financial services sector. Paul earned his Bachelors in Finance and Accounting from the University of Arizona and holds a CFP, ChFC and CLU designations from The American College. He is a certified instructor in multiple states for tax, legal and financial services continuing education, and has been invited to make frequent presentations over the years to numerous industry groups.
Rachel Gilbert Solomon
Rachel has been a professional investor, owner and operator in residential and commercial real estate for more than 25 years. She manages her family’s real estate holdings across several states and asset classes, leading their acquisition strategy in West Coast Markets. Previously Rachel served as Lennar Urban’s East Coast Director of Acquisitions, overseeing key markets including Boston, New York, New Jersey and Washington DC. She was a senior member of the acquisitions team at ING Realty Partners and TPG Credit. Additionally Rachel spent several years at Rockwood Realty, a boutique real estate investment bank. Rachel is a frequent guest commentator on Bloomberg’s Taking Stock with Pimm Fox and guest lecturer at Columbia University’s Graduate School of Architecture, Planning, and Preservation. Rachel earned a BA at University of Vermont and MBA from New York University. Rachel sits on the board of Greater Jamaica Development Corporation in New York City.
Vikram Kuriyan, PhD, CFA
Dr. Kuriyan is Chairman of GWA, a pioneer in Smart Beta strategies. He is also an adjunct Professor at NYU and at the Indian School of Business, where he founded the Investment laboratory. Previously, he was Chairman of the Global Asset Allocation Committee and global head of Quantitative Strategies at Bank of America’s asset management division. His unit managed over $30 billion of client assets, that ranged from retail to the most sophisticated institutional investors, across a multiplicity of strategies including equity, asset allocation and absolute return products. Earlier, Dr. Kuriyan served as managing director of an arbitrage and principal investing fund in Tokyo and as the global head of complex derivatives in the commodities group at Merrill Lynch. Dr. Kuriyan earned his PhD at Harvard University where he specialized in capital markets in a joint program offered by the Departments of Economics, Engineering Sciences and the Harvard Business School. He also spent a year in the MBA program at the Harvard Business School and received a Masters degree in Engineering Science from Harvard University. He has a BS in Electrical Engineering from MIT and is a Trustee of the CFA Institute Research Foundation.
Bart Weisenfluh, CFP
Bart Weisenfluh is the Founder & President of Starboard Advisors and has worked with families for over 20 years in the investment management and financial planning business. He began his career in the executive training program at Tucker Anthony, Inc. In 1998 he joined the New York based money management firm W.P. Stewart as Vice President and assisted with the opening of their Portland office. He co-founded Plimsoll Mark Capital in 2008 where he served as a fiduciary for families in North America. Bart holds a BA in Political Science with a minor in Japanese from Union College and an MBA from the Whittemore School of Business at the University of New Hampshire. He also is a Certified Financial Planner™ professional. Bart has served on the board of directors for Big Brothers Big Sisters of Southern Maine, Portland Yacht Club, Add Verb Productions and the Falmouth Youth Lacrosse Association. In addition, he serves on private advisory boards for numerous families.
Hugh O’Donnell is the founder and managing partner of True Equity, a Venture Capital Fund which is actively investing in high growth companies with outstanding venture backers. Before founding True Equity, Hugh was Chief Investment Officer and Associate Vice President at Colby College where he was responsible for the management and oversight of Colby’s endowment investment portfolio. The roughly $750 million portfolio is invested globally with external managers across public equity, private equity and hedge fund strategies. Prior to joining Colby, Mr. O’Donnell served in investment leadership positions at the Kamehameha School in Hawaii, Crescent Private Capital and TA Associates.
As a family office executive, Mr. Ouellette’s goal is to lead and assist high-net worth families by developing and extending their legacies with effective use of a family office. While each family office is different in terms of family members, personalities, governance structure, and management style, the one common need is an independent trusted advisor. Mr. Ouellette serves this role by helping families implement best practices for family governance and education, investment management, estate and tax planning, and charitable initiatives.
Mr. Ouellette has been top executive in the Family Office industry for the past 20 years representing over $4B of family assets. As valued and respected counsel, Mr. Ouellette began his family office career in Maine with a four-generation family office. Mr. Ouellette now serves as CEO for a two-generation family office in Massachusetts.
Direct work experience includes: establishing family office governance structures; managing daily operations and staff; investment committee work including implementing investment mandates, manager/consultant selection, and investment performance monitoring; trustee and trust administration for hundreds of trusts; due diligence and oversight for private companies and real estate holdings; estate administration and ongoing estate planning and wealth transfer strategies; periodic tax planning for individuals, LLCs, and trusts; private foundation management and charitable giving; and developing and implementing family education curriculum for next generations.