Speakers

(Alphabetical by Surname)

Ian Bremmer

Renowned Political Scientist, President and Founder of Eurasia Group

Ian Bremmer is a political scientist who helps business leaders, policy makers, and the general public make sense of the world around them. He is president and founder of Eurasia Group, the world's leading political risk research and consulting firm, and GZERO Media, a company dedicated to providing intelligent and engaging coverage of international affairs. Ian is an independent voice on critical issues around the globe, offering clearheaded insights through speeches, written commentary, and even satirical puppets (really!).

Ian is credited with bringing the craft of political risk to financial markets, creating Wall Street's first global political risk index (GPRI), and for establishing political risk as an academic discipline. His definition of emerging markets— "those countries where politics matters at least as much as economics for market outcomes”—has become an industry standard. “G-Zero,” his term for a global power vacuum in which no country is willing and able to set the international agenda, is widely used by policymakers and thought leaders.

A prolific writer, Ian is the author of eleven books, including two New York Times bestsellers, “Us vs Them: The Failure of Globalism” which examines the rise of populism across the world, and his latest book “The Power of Crisis: How Three Threats—and Our Response—Will Change the World” which details a trio of looming global crises (health emergencies, climate change, and technological revolution) and outlines how governments, corporations, and concerned citizens can use these crises to create global prosperity and opportunity.

He is the host of GZERO World with Ian Bremmer, which airs weekly on US national public television. Ian is also a frequent guest on CNN, Fox News, MSNBC, the BBC, Bloomberg, and many other television stations around the world. He also serves as the foreign affairs columnist and editor at large for Time magazine.

Ian earned a master's degree and a doctorate in political science from Stanford University, where he went on to become the youngest-ever national fellow at the Hoover Institution. He received his bachelor's degree in international relations from Tulane University. He currently teaches at Columbia University's School of International and Public Affairs and previously was a professor at New York University.

Ian established Eurasia Group with just $25,000 in 1998. Today, the company has offices in New York, Washington, San Francisco, London, Brasilia, Sao Paulo, Singapore, and Tokyo, as well as a network of experts and resources in 90 countries.

He lives in New York City with his wife Ann and their wily Norfolk Terrier, Moose.

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Sinead Colton Grant

Global Head of Investor Solutions, BNY Mellon Wealth Management

Sinead Colton Grant is Global Head of Investor Solutions. The Investor Solutions Group draws on deep expertise in investment research and design, manager research, and portfolio management across public and private assets to deliver targeted investment outcomes for clients, ranging from asset allocation and model portfolio design, to fully outsourced solutions. She also leads the Responsible Investment practice and Digital Assets initiative.

Sinead has over 20 years of investment experience. She joined BNY Mellon Wealth Management in 2020 as Deputy Chief Investment Officer and Head of Equities, with responsibility for the Large Cap Equity investment group, the Equity Trading team and the Capital Markets Group. She chaired the Equity Strategy Committee and was Vice Chair of the Investment Policy Committee. Previously, she was Head of Global Investment and Product Strategy for Mellon, BNY Mellon Investment Management’s North American investment firm, which she joined in 2012 through Mellon Capital. She was a member of the Senior Leadership team, the Investment Risk Committee, and the Environmental, Social & Governance Investing Committee.

Prior to her role at Mellon, Sinead served as Managing Director of Investment Strategy for the Multi-Asset Client Solutions group at BlackRock and Barclays Global Investors in London, where she designed tailored investment solutions for institutional and wealth management clients in the UK and Continental Europe. Before joining Barclays Global Investors, Sinead held portfolio management roles at JP Morgan Investment Management, and was a founding partner and Head of Portfolio Management at Lee Overlay Partners.

Sinead earned an MSc in Finance from London Business School and a BBS in Finance from Dublin City University in Ireland. She was honored as one of the Irish America magazine Wall Street 50 in 2018 and 2019, which recognizes the contributions of Irish American and Irish born leaders in the financial industry.

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William Evanina

Founder and CEO of the Evanina Group

Mr. Evanina currently serves as Founder and CEO of the Evanina Group advising CEOs and Board of Directors on strategic corporate risk. Mr. Evanina provides a wide array of elite strategic risk consultation services to Boards of Directors, CEOs, and senior decision makers oper-ating within a very complex and competitive global economy and supply chain ecosystem. Clients include corporations within energy, financial services, telecommunications, biomedical, technology, private equity, national security, and retail sectors.

Mr. Evanina frequently appear in national news outlets (television, print, op-eds) advising on threats, vulnerability and mitigating strategies.

Mr. Evanina currently serves on multiple advisory boards and is an instructor at the University of Chicago’s distinguished Graham School.

Previously, Mr. Evanina was confirmed by the U.S. Senate on May 6, 2020, to be the first Sen-ate-confirmed Director of the National Counterintelligence and Security Center (NCSC). Mr. Evanina served as the Director of NCSC since June 2, 2014. In this position, he was the head of Counterintelligence (CI) for the U.S. Government.

Mr. Evanina was responsible for leading and supporting the CI and security activities of the US Intelligence Community, the U.S. Government, and U.S. private sector entities at risk from intelligence collection or attack by foreign adversaries. Under NCSC, he oversaw national-level programs and activities such as the National Insider Threat Task Force; personnel security and background investigations; information technology protection standards and compliance; CI cyber operations; supply chain risk management; threat awareness to sectors of the US critical infrastructure; national-level damage assessments from espionage or unauthorized disclosures, CI mission management, and national CI and security training programs.

Under Mr. Evanina’s leadership, NCSC produced the President’s National Counterintelligence Strategy of the United States of America 2020, which has been instrumental in raising foreign intelligence threat awareness to critical infrastructure sectors and the private sector executives regarding supply chain, economic security, cyber, and malign foreign influence.

Mr. Evanina chaired the National Counterintelligence Policy Board, and the Allied Security and Counterintelligence Forum comprised of senior CI and security leaders from Australia, Canada, New Zealand, and the UK. Mr. Evanina also served as Chair of the NATO Counterintelligence Panel.

Prior to his selection as the Director of NCSC, Mr. Evanina served as the Chief of the Central Intelligence Agency’s Counterespionage Group.

Mr. Evanina previously served as Assistant Special Agent in Charge of the FBI’s Washington Field Office, where he led operations in both the Counterintelligence and Counterterrorism Di-visions.

Mr. Evanina served over 31 years of distinguished federal service, 24 of which as a Special Agent with the Federal Bureau of Investigation (FBI). At the start of his law enforcement career in 1996, he investigated organized crime and violent crimes through the FBI’s Newark Field Office. He then served on an FBI SWAT unit for 10 years, ultimately supervising this unit. He led some of the highest profile terrorism investigations in our nation’s history including the 9/11 attacks, the anthrax attacks, and the Daniel Pearl kidnapping. During his tenure with the FBI’s Joint Terrorism Task Force (JTTF), Mr. Evanina was selected as a Supervisory Special Agent and received the FBI Director’s Award for Excellence for his leadership in the investiga-tion into convicted spy Leandro Argoncillo.

Mr. Evanina’s government career began in 1989 as a Project Manager with the General Ser-vices Administration, in Philadelphia.

Mr. Evanina was born and raised in Peckville, PA. He holds an Associate’s Degree in History from Keystone College in LaPlume, PA, a Bachelor’s Degree in Public Administration from Wilkes University in Wilkes Barre, PA, and a Master’s Degree in Educational Leadership from Arcadia University in Philadelphia.

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Banafsheh "B" Fathieh

Founding Partner, Lightspeed Faction

B is a Founding Partner at Lightspeed Faction, an early-stage venture capital firm focused exclusively on the blockchain space. B has served in various operating, investing, board and advisory roles in her career and has over a decade of experience around startups and venture capital. Prior to Lightspeed Faction, B was the Head of Investments, Americas at Prosus Ventures (fka Naspers Ventures), the venture arm of Prosus Group (AMS: PRX, market cap $200B+), one of the largest technology investment firms in the world. During her time at Prosus, B led early-stage technology and blockchain investments, deploying more than $300 million of capital across Series Seed to D.

Prior to Prosus, B was part of the founding team at OCV Partners, a mid-cap venture growth fund. Before OCV, B was an operator at OTOY Inc. (token: RNDR), a cloud graphics technology startup, where she was responsible for strategy, financings and corporate development. B has been investing in cryptocurrency since 2016.

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John Flahive

Head of Fixed Income Investments, BNY Mellon Wealth Management

John is the head of fixed income for BNY Mellon Wealth Management. He is responsible for all fixed income strategy, policy, and management on assets totalling more than $25 billion. John leads a team of approximately 40 professionals located in Boston. He is chairman of the Bond Strategy Committee, and is a member of the Investment Strategy Committee, Investment Policy Committee, and Asset Review Committee.

John has more than 30 years of investment experience and has been an investment manager with the firm since 1994. Prior to joining the firm, he was a senior portfolio manager and vice president with Neuberger & Berman, and a vice president and associate portfolio manager with T. Rowe Price.

John received a bachelor’s degree from Saint Michael’s College and a Master of Business Administration from Clarkson University and attended New York University’s Graduate School of Business Administration for Visiting Professionals. He is a CFA charterholder.

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Leo Grohowski

Chief Investment Officer, BNY Mellon Wealth Management

Leo Grohowski is chief investment officer of BNY Mellon Wealth Management. He leads all investment strategy and investment management functions for the wealth management organization, and is chairman of the Investment Policy Committee. Leo is also a member of BNY Mellon's Operating Committee, Benefits Investment Committee, Investment Ethics Council, and the Compliance, Ethics & Conflicts Committee.

Leo joined BNY Mellon in 2007 and has more than 30 years of industry experience. Previously, he was with US Trust, Bank of America, where he was chief investment officer, responsible for investment solutions and the end-to-end investment process, including portfolio management and investment strategy for Private Wealth Management clients. Prior to his role at US Trust, he was the chief investment officer for Deutsche Bank in the Americas, overseeing more than $250 billion in assets. From 1999 to 2002, Leo was chief investment officer of Deutsche Bank Private Banking, serving as chairman of the Global Markets Strategy Committee and Domestic Investment Strategy group, and head of Investment Products and Services for the DB Alex Brown unit. In 1996, Leo joined Bankers Trust where he served as a senior trust investment officer of the Private Bank and head of the U.S. Investment Strategy group. He was with HSBC Asset Management from 1988 to 1996 and was named chief investment officer in 1993, after heading the U.S. Equities group from 1988 to 1993.

Leo received a bachelor's degree in economics from Drew University and a master of business administration from New York University's Stern School of Business. He serves as president for Mellon Hedge Fund Advisors, LLC. He also has served on the Board of Trustees at Drew University for 12 years and chaired their Investment Committee.

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Catherine Keating

CEO, BNY Mellon Wealth Management

Catherine Keating leads BNY Mellon’s Investor Solutions and Wealth Management divisions, and is a member of BNY Mellon’s Executive Committee. She is also the CEO and a Board member of BNY Mellon, N.A., the company’s national bank subsidiary. The Investor Solutions division is the company’s Multi-Asset Solutions segment, serving institutional clients across the firm’s businesses. The Wealth Management division has served wealthy families, their businesses, family offices, and philanthropies around the world for more than two centuries. In 2021 and 2022, it was named the “Best Private Bank for Digital Wealth Planning, North America” by the Financial Times.

Prior to joining BNY Mellon, Catherine was the CEO of Commonfund. Before Commonfund, Catherine held a variety of senior positions at J.P. Morgan over two decades, including Head of Investment Management Americas and CEO of the U.S. Private Bank, as well as serving on the firm’s Executive Committee.

Catherine is a frequent speaker on investment and wealth topics. She has been featured in interviews appearing in The Wall Street Journal, Barron's, the Financial Times, Businessweek, and Institutional Investor, among others. Catherine has also appeared on CNBC, Fox, and Bloomberg TV. She has been named one of the 100 Most Influential Women in U.S. Finance by Barron’s, and one of the Most Powerful Women in Finance and one of the Most Powerful Women in Banking by American Banker. Catherine is a member of the Council on Foreign Relations and the Economic Club of New York. She serves on the boards of the University of Virginia Law School Foundation and the Inner-City Scholarship Fund, and on the Investment Committees of the Howard Hughes Medical Institute and the Helmsley Charitable Trust. She previously served on the boards of Villanova University (including as chair), Santander Bank and Santander Holdings USA. She earned a J.D. from the University of Virginia and a B.A. from Villanova University.

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Kim Lear

Founder, Inlay Insights

Kim Lear is a writer, researcher, and the founder of Inlay Insights. She is known for skillfully weaving eye-opening statistics, insightful stories, and relevant case studies to make presentations come alive. Before founding Inlay, Kim was the content director at BridgeWorks, a research firm dedicated to generational and millennial trends.

Kim’s interest has always been understanding the social trends shaping the future. Her undergrad research was on Baby Boomers redefinition of aging, and her post-grad work was on Millennials and social media trends. Her two most recent studies are focused on the rapidly changing world of work. The Pandemic Time Capsule, a 200-interview project, provides insight into how quarantine, work-from-home, and the “new normal” reshaped the world and our expectations. Why They Leave, a 100-interview series focused on job change trends in the pandemic, attempts to uncover why people left their jobs, where they went, and what, if anything, could have enticed them to stay.

Kim was recently named one of today’s best speakers by Meetings and Conventions Magazine, and she appeared as keynote speaker before some of the most renowned companies in the world. She has received rave reviews from clients such as American Express, Cisco Systems, Deloitte, Disney, General Mills, LinkedIn, Mastercard, PricewaterhouseCoopers, Wells Fargo, and more.

In addition to speaking, Kim was head of research on the book Gen Z @ Work. She has written whitepapers on generational wealth transfer, the generational implications of COVD-19, retirement trends, and Gen Z’s impact on higher education. Kim has been featured on NPR and national publications such as The Wall Street Journal, The Huffington Post, USA Today, and TIME magazine.

She is a highly sought-after generational expert and serves as an advisor to The Tuesday Company, a political tech startup focused on the millennial and Gen Z vote. She also volunteers for The 78 Cents Project, an organization dedicated to helping young women develop strong presentation skills.

When not delving into the minutia of human behavior, Kim can be found spending time with her husband and daughters in Minneapolis

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Alicia Levine

Head of Equities, Trading, and Capital Markets Advisory, BNY Mellon Wealth Management

Alicia Levine is Head of Equities, Trading, and Capital Markets Advisory and interim Chair of Wealth Management’s Investment Strategy Committee. Alicia is one of the firm’s leading voices for market analysis and investment outlook. She is the go-to person for client-facing economic analysis, market strategy and asset allocation across the bank.

Alicia is a regular on-the-record source, live broadcast commentator and breaking news analyst for a variety of media outlets including, Barron’s, Bloomberg, CNBC, CNN, Financial Times, Fox Business News and the Wall Street Journal.

Alicia was previously the Chief Strategist at BNY Mellon Investment Management.

She joined BNY Mellon in 2016 from Angelo, Gordon and Co., a multi-strategy alternative asset manager, where she served as the Director of Communications. Prior to that, she was a research analyst and portfolio manager at Bentley Capital Management, where she invested in public equities and built long/short portfolios for clients.

Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University and a research fellowship from the Hoover Institution. Alicia is a member of the Investment Committee for the National Academy of Design.

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Bill Maurer

Dean of the School of Social Sciences, Professor of Anthropology and Law, UC Irvine

Bill Maurer is dean of the School of Social Sciences and professor of anthropology and law at UC Irvine. He’s an internationally recognized expert on the anthropology of law, money and finance. He has served in a number of administrative roles at UC Irvine while founding two major research centers – the Bill & Melinda Gates Foundation-funded Institute for Money, Technology & Financial Inclusion and Intel-supported Intel Science & Technology Center for Social Computing – and collaborating across campus, with the business community and with the nonprofit sector. He joined UC Irvine in 1996 as an assistant professor of anthropology and served as chair from 2006 to 2010. In July 2011, he became the school’s associate dean of research and graduate studies and in 2013, he was named dean. From 2015-17, he was an elected member of the National Research Council Board on Behavioral, Cognitive and Sensory Sciences, a leadership role that put him in a position to advance research in behavioral and social sciences nationally and its ties to public policy. In 2016, he was named a fellow of the American Association for the Advancement of Science. He currently serves as the lead research fellow of Filene Research Institute’s Center for Emerging Technology.

Maurer’s research, ranging from the study of offshore financial services to the future of money, has been consistently supported by the National Science Foundation as well as multiple public and private foundations, associations, and corporations. He's the author and editor of numerous books and collections, including, recently, A Cultural History of Money, from Antiquity to the Modern Age (in 6 volumes), and Money at the Margins: Global Perspectives on Technology, Financial Inclusion, and Design. He has worked as a consultant in industry and the non-profit and philanthropic sector, and has also provided expert testimony on his areas of expertise. He is currently a member of the Orange County United Way board of directors.

Maurer earned a master’s degree and a doctorate at Stanford University. He holds courtesy appointments in the UC Irvine School of Law and the School of Social Ecology’s Department of Criminology, Law & Society.

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Matt McCormack

Chief Information Security Officer, Managing Director, BNY Mellon

Matt McCormack is Managing Director and Chief Information Security Officer (CISO) for BNY Mellon, leading the Information Security Division within Global Operations & Technology. As CISO, he is responsible for defining, building, and operating a high functioning, enterprise-level cybersecurity organization that securely enables BNY Mellon's core businesses, protects the assets of the company and its clients, and preserves and enables the growth of shareholder value.

Before joining BNY Mellon in June 2022, Matt held a series of senior security executive positions, including CISO for GlaxoSmithKline Pharmaceuticals, CISO for EMC, and Global Chief Technology Officer at RSA. Throughout his career, he developed a specialized competency: designing global security operations centers for Fortune 100 companies and governments; modernizing enterprise security and risk teams; and developing cloud security migration strategies, merger-acquisition, and divestment security plans in addition to board risk management plans. He also spent a large part of his career working within the Federal government and the US Navy, assuming Senior Executive Service roles as CISO of the Defense Intelligence Agency, and Director of Security Operations and Director of Security Engineering at the Internal Revenue Service.

Matt maintains CISSP and CSSLP security certifications. He earned a Master of Science degree and a Bachelor of Science degree in Industrial Engineering, both from Rensselaer Polytechnic Institute in Troy, New York. He also earned a Master of Business Administration degree from the University of West Florida in Pensacola, Florida.

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Bruce Mehlman

Partner, Mehlman Castagnetti Rosen & Thomas

With over two decades experience in public policy, business and the law, Bruce helps leaders and organizations understand, anticipate and navigate political risk.

Mehlman is a highly sought-after keynote speaker on policy and political trends, regularly headlining business conferences and strategic planning sessions. His quarterly infographic analyses are consistently picked-up by national media and eagerly consumed by tens of thousands of readers around the world. Television networks such as CNBC, Fox News, Fox Business and Hearst often ask Bruce to appear to discuss trends and their implications.

Bruce previously served as Assistant Secretary of Commerce for Technology Policy under President George W. Bush. He also worked as a senior leadership aide in the House of Representatives, general counsel to a national political party committee and policy counsel to Cisco Systems.

Bruce is widely-regarded as an expert in running coalitions, quarterbacking issue campaigns and managing C-suite associations, bringing innovative approaches and determined execution to achieve impactful outcomes. An Adjunct Professor and Board Member of The Washington Campus, Bruce frequently lectures MBA candidates on “effective business-government relations.” Bruce serves on the advisory boards of start-up companies including FiscalNote, iLearningEngines, and Virtru, in addition to serving on the Boards of the Center for Democracy & Technology, The Washington Campus and the State Science & Technology Institute.

Bruce received a BA degree from Princeton University and a JD from the University of Virginia Law School where he served on the Virginia Law Review.

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Heidi Murkoff

Founder, Author of What to Expect When You're Expecting

Heidi Murkoff has been a mom on a mission since she delivered her first baby and the first edition of the first book in her iconic series, What to Expect. Dubbed the “pregnancy bible,” What to Expect When You’re Expecting has more than 22 million copies in print. Now in its 5th edition, the book is the longest-running title of all time on The New York Times bestseller list, the What to Expect series has sold over 42 million copies, published in 44 languages in 38 countries.

In 2005, Heidi expanded the What to Expect (WTE) brand online with WhatToExpect.com, which currently registers over 60% of U.S. pregnancies and features the #1 rated pregnancy app in the App Store. WhatToExpect.com is home to an active and engaged community of more than 20 million moms, with an average of 800,000 new posts each month, a new post every two seconds, and the average user visiting 14 times a month.

Heidi’s passionate commitment to the health and wellbeing of moms and babies led her to found the What to Expect Project, a nonprofit organization dedicated to helping moms in need have healthy pregnancies, safe deliveries and healthy babies. With a beautiful, culturally appropriate, research-based low-literacy pregnancy guide, supportive curriculum and training for health care professionals and staff in clinics, the WTE Project’s groundbreaking Baby Basics — available in English, Spanish and Chinese — has been distributed to over 900,000 expectant at-risk moms-to-be and babies. The Project also partnered with the State Department to bring the Basics book and program to Liberia and Bangladesh and plans to expand the program to Nigeria.

In 2013 Heidi, Erik and the What to Expect Project teamed with the USO to create Special Delivery, a program that celebrates and supports expectant military moms serving far from family and friends. Heidi has hosted more than 200 Special Delivery baby showers — complete with lunch, games, gifts, a Q&A and lots of hugs — for more than 25,000 military moms, both active duty and spouses, around the world, from Germany to Japan, Korea to Guam, Texas to Kansas, Alaska to North Carolina. On June 23, 2022, Heidi and Erik received the Elizabeth and Zachary Fisher Distinguished Civilian Humanitarian Award for their support of military families They were nominated by the US Navy and were presented with the award on behalf of the Department of Defense by the Secretary of the US Air Force, Hon Frank Kendall at a ceremony at the Pentagon.

The What to Expect Project has expanded its mission globally to reach the most vulnerable moms around the world, to help ensure the care, information and support they need to have healthy pregnancies, safe deliveries and healthy babies. Heidi and Erik have traveled to some of the world’s most devasted areas, including South Sudan, Sierra Leone, the Somali and Syrian borders, Bangladesh, and rural India, working with International Medical Corps and Jhpiego to help deliver desperately needed maternal healthcare and training.

In 2015, The What to Expect Project debuted the social media advocacy campaign #BumpDay in collaboration with WhatToExpect.com. This hugely successful and impactful campaign celebrates beautiful bumps and healthy pregnancies around the world, while raising awareness about the overwhelming need for more equitable maternal health care both in the U.S. and globally. Since 2020, #BumpDay has focused efforts on reversing the unacceptable (and escalating) rates of maternal mortality and equally unacceptable and widening gaps in care among Black moms, AI/AN moms, and rural moms living in maternity care deserts in the U.S.

In 2011, Heidi was named one of the Time 100 Most Influential People in the World. She has also been honored by Smithsonian Associates with the prestigious John P. McGovern Award, which recognizes contributions to American families, and has been inducted into the Books for a Better Life Hall of Fame. In 2015, she received the International Medical Corps Humanitarian award, and in 2021, she and Erik were honored with the Jhpiego Visionary Award. Heidi has appeared on hundreds of tv shows, including the TODAY show, Good Morning America, CNN, The Early Show, Oprah, BBC Breakfast and Good Morning Australia, and was featured on CBS Sunday Morning. She is a frequent guest on radio and podcasts, and hosts What to Expect Podcast.

WHAT TO EXPECT is a registered trademark of What to Expect LLC.

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Ryan Szczepanik

Senior Wealth Strategist, BNY Mellon Wealth Management

Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive wealth planning services. He supports the thought leadership and initiatives of the organization with respect to the delivery of services in the fields of trusts, estates, and financial planning.

Prior to joining BNY Mellon in 2021, Ryan was a Shareholder at the Bay Area trusts and estates law firm, Hartog, Baer & Hand, A.P.C., and an attorney at King & Spalding LLP in its San Francisco and Atlanta offices. He is a California Certified Specialist in Estate Planning, Trust and Probate Law. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).

He is a Member of the California Probate and Mental Health Advisory Committee (PMHAC), which makes recommendations to the Judicial Council of California for improving trust and estate law. In 2021, he served as the President of the East Bay Trusts & Estates Lawyers (EBTEL).

Ryan focuses on complex issues surrounding all areas of trusts, estates, and financial planning impacting wealthy families, key corporate executives and business owners.

He received a bachelor’s degree in Economics from Amherst College; a JD from Emory Law School, where he received the Dean’s Award for Trusts and Estates; and a Certificate from the Harvard Law School Executive Education Accelerated Leadership Program.

EDUCATION
Bachelor’s degree, Amherst College Juris doctor, Emory Law School Certificate, Harvard Law School Executive Education Accelerated Leadership Program

CERTIFICATIONS
California Certified Specialist in Estate Planning, Trust and Probate Law Bar and Court Admissions, State of California

MEMBERSHIPS
Executive Committee, Trusts and Estates Section of the California Lawyers Association (TEXCOM) California Probate and Mental Health Advisory Committee (PMHAC)

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Crystal Thompkins

Head of Philanthropic Solutions, BNY Mellon Wealth Management

Crystal is Head of Philanthropic Solutions for BNY Mellon Wealth Management. In this role, she leads and coordinates strategy for all of Wealth Management’s philanthropic services, including individual and family philanthropy, institutional endowments and foundations, planned giving and donor-advised fund services.

Crystal joined the firm more than 15 years ago in 2006 as a manager for the Planned Giving group in Greensboro, NC. She has more than 20 years of experience working with nonprofits, having started in tax preparation and later moving to client relationship management. She has a depth of knowledge in all aspects of gift planning and donor stewardship from her work with large, complex programs across all sectors and provides insights on trends and best practices in support of nonprofit clients across the firm.

Crystal has been a frequent speaker at regional and national conferences and events and has published several articles and whitepapers. She has contributed her expertise to several media publications including Barron’s Penta, Worth, Financial Adviser Magazine, Planned Giving Today and Family Wealth Report. She is active in the non-profit community and serves on several boards, including the Foundation Board of her alma mater, Winston-Salem State University.

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Robin Vince

President and CEO, BNY Mellon

Robin Vince is President and CEO-elect of BNY Mellon. Previously, he was Vice Chair of BNY Mellon and CEO of Global Market Infrastructure. In that role, he oversaw BNY Mellon’s Clearance and Collateral Management, Treasury Services, Markets and Execution Services and Pershing businesses.

Prior to joining BNY Mellon in October 2020, Robin was the Chief Risk Officer of Goldman Sachs and a member of the Management Committee. He joined Goldman Sachs in 1994 and held many leadership roles, including Treasurer, Head of Operations, Head of Global Money Markets, COO of the EMEA region and CEO of Goldman Sachs International Bank, among others. He served on several key subsidiary boards and governance committees. He was named managing director in 2002 and partner in 2006.

Robin is a member of National Geographic Society's Hubbard Council and serves on the Board of Advisors of The Hospital for Special Surgery.

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Paul Vittone

Head of Private Markets, BNY Mellon Wealth Management

Paul is the co-head of the Alternatives Advisory Group, leads the Private Markets team and is a dual officer of the firm. Paul joined BNY Mellon in 2005 as a Senior Portfolio Manager in Wealth Management’s Private Equity Group and assumed leadership of the team in 2010. Paul oversees the sourcing, analysis, selection, placement and monitoring of all venture capital, growth equity, buyout and other partnership investments made on behalf of BNY Mellon clients. He is also the lead portfolio manager for the Fugio funds, a series of private equity and venture capital funds of funds sponsored by BNY Mellon.

Prior to joining BNY Mellon, Paul was the Chief Investment Officer at Innovation Works where he managed a seed stage investment fund focused on early-stage technology companies. Previously, Paul was a corporate attorney at K&L Gates LLP, where he provided corporate, business and tax counseling to boards of directors, management and investors in privately-held companies, including representing clients in transactions involving formation and start-up, private equity and venture capital, equity and debt financing, and mergers and acquisitions.

Paul received a B.S. in Economics from The Wharton School of the University of Pennsylvania, an M.B.A. with a concentration in Finance from the Tepper School of Business at Carnegie Mellon University, and a J.D., magna cum laude, from the University of Pittsburgh. He participates on the advisory committees of several prominent venture capital and private equity funds and serves on the Board or the investment committees of several charitable organizations.

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