Al Castillo is the vice president of solutions management at SS&C Advent. As the leader of the Managed Services team, he provides guidance to wealth and asset management clients on the most suitable managed services for their business and technology requirements. Castillo has been with the company since 2000 and has served in multiple roles throughout his tenure. He holds a B.S. in Information Technology from University of Phoenix.
Laura Delaney is vice president of practice management and consulting at Fidelity Institutional®. She leads Mergers & Acquisitions Consulting, helping advisory firm owners identify and address strategic issues critical to achieving high performance from inorganic growth. Delaney brings 24 years of experience in the wealth management industry to her role. Prior to joining Fidelity, Delaney had a 16-year career with BNY Mellon | Pershing®, where she held several roles including enterprise and product consulting and global strategy and product management. Her tenure included a 10-year position as head of advisor transitions. She earned an MBA in Corporate Finance from Dowling College and holds FINRA® Series 7, 24, and 63 licenses.
Jonathan Feldman is a partner at Boston Consulting Group in Chicago. Prior to BCG, he was an early employee and the EVP of sales and marketing at Belltower Books, LLC, a textbook buyback company. He has deep expertise in people and organization topics, including organizational design, operating model efforts, future-focused talent strategies, company cultures, leadership, and Generative AI. Feldman has worked across industries with a particular focus in financial services. He is the co-author of “Work Will Never Be the Same – Savvy Business Leaders are Adapting to Change That’s Already Here.” Feldman holds an MBA from the Kellogg School of Management at Northwestern University and a B.A. in Government from Cornell University.
Carolyn B. Goldhaber is president of Segall Bryant & Hamill, overseeing the firm’s operations and personnel decisions. She was previously the firm’s CFO. Prior to joining SBH, Goldhaber served as CFO for Vienna Beef Ltd., where she was responsible for overseeing all the functions of the accounting/finance organization. She also previously served as a VP of commercial banking finance at LaSalle Bank and in various positions at Kraft Foods. She began her career at KPMG as an auditor within the audit practice. She earned a B.S. in Accounting and Finance from Indiana University. Goldhaber serves on the board of Working in the Schools WITS and volunteers in its Workplace Mentoring Program.
Rebekah L. Kohmescher, CFP, CPA, is founding partner, chief executive officer, and chief compliance officer at Altair Advisers. Prior to becoming CEO, Kohmescher worked in a client service role and as chief operating officer. Beyond her work at Altair, she is a mentor to women pursuing finance and accounting majors and advocates for bringing more women into the financial advisory field. Previously, Kohmescher was a consultant in Arthur Andersen’s Private Client Services practice. She is on the Board of Directors and the Finance Committee of Community Health, the Finance Committee and School Board of St. Benedict’s in Chicago, and the IAA Board of Governors. She graduated cum laude from Xavier University with honors in accounting.
Robert W. Mairs is president, CCO, and general counsel of Mairs & Power. Prior to Mairs & Power, Mairs worked at Gray Plant Mooty, where he focused on advising high net worth individuals on estate and charitable planning and also served on the Board of Directors. He began his career in law and finance as an assistant vice president and trust officer at Norwest Bank. Mairs earned his bachelor’s degree from Dartmouth College and his J.D. from William Mitchell College of Law. He is active in the Bar Association activities, is a fellow of the American College of Trust and Estate Counsel, and serves on the IAA Board of Governors.
Jo Ann Quinif is president and chief client officer at Diamond Hill, where she focuses on delivering excellent client experiences. She is also a member of the firm’s management team, which is chartered with setting and delivering on the firm’s strategy. She joined Diamond Hill in 2017 as managing director – business development & marketing, bringing in extensive experience developing and growing investment management firms, including Cincinnati Financial Corporation, Ariel Capital Management, Inc., and Weitz Investment Management, Inc. She has a B.S in Business Administration from The Ohio State University and an MBA from Xavier University. She also holds the Series 6, 26, 63, and 65 FINRA securities licenses.
Rachel I. Reiser is assistant dean, undergraduate student experience and services, at Questrom School of Business of Boston University, as well as founder and principal of Generationally Speaking, which provides consultation on the multi-generational workplace. Over 25 years in higher education, Reiser has held leadership positions at several schools. This experience, coupled with her own observations, fostered her initial professional interest in generational studies. Her book, “Millennials on Board: The Impact of the Rising Generation on the Workplace,” was published in February 2010. Rachel earned her bachelor’s degree from Connecticut College in Asian Studies with a minor in Psychology, and her master’s degree in Higher Education from Columbia University Teacher’s College.
Jonathan Stern, CFA, is a partner at Berkshire Global Advisors, currently co-leading the firm’s Investment Management practice. Stern joined Berkshire in 1998 and has more than 30 years of industry experience. He has extensive experience in transactions involving banks, thrifts, asset managers, broker dealers, and finance companies. During his tenure at Berkshire, Stern has advised on a wide range of M&A transactions in the real assets, wealth management, and securities industries. Previously, he served as senior vice president of First Union and a predecessor bank, First Fidelity Bancorporation. He graduated from The Wharton School of the University of Pennsylvania with a B.S. degree in Economics and received an MBA in Finance from Rutgers University.
Lisa Togneri, CPA, is the chief financial officer at Harding Loevner, where she oversees the firm’s finance and portfolio operations as well as data strategy and automation resources. In this role, she helps the firm navigate the rapidly evolving data landscape and its intersection with technology. Prior to joining Harding Loevner, Togneri held various positions serving clients and business users focusing on operational excellence, beginning her career at Deloitte within the financial services audit practice. She earned her B.S. in Accounting from Rutgers College, and is a CPA.
James Ware, CFA, is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. Ware has 20 years’ experience as a research analyst, portfolio manager, and director of buy-side investment operations. He is also an author and international speaker on the subjects of investment leadership, culture, and building high performing teams. His most recent books identify elements of leadership and teamwork that lead to sustainable success for investment firms. Ware has been a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. He earned an MBA from the University of Chicago and a degree in philosophy from Williams College.