The Investment Advisory Center defines GenSpring's investment philosophy and all investing activities, including research, asset allocation, investment strategy and manager due diligence and selection. In addition, the Investment Advisory Center supports GenSpring's Family Investment Officers in all investment oversight and management activities, including portfolio construction, across all asset classes, including private equity, real estate and other real assets.
Wealth Advisory Center
The Wealth Advisory Center has deep expertise in tax, estate planning, financial planning, family education and family governance and supports all of GenSpring's Family Wealth Advisors with their advisory work in these areas. In addition, the Wealth Advisory Center provides GenSpring's family offices with up-to-date information on legal and regulatory changes and develops resources and tools for use with client families.
Family Business Center
The Family Business Center provides GenSpring's family offices with the dedicated resources to serve the sophisticated wealth management needs of families with operating businesses, including expertise in tax, estate planning, family governance, succession and education. In addition, the Family Business Center hosts periodic learning events for business-owning families, including aggregating and sharing the best practices of families.
Fiduciary Center
The Fiduciary Center supports GenSpring's family offices on US, international and cross-border trust structuring, governance, and administration issues. The Center provides the tools and resources required to offer fiduciary services and solutions to families and their trustees, including serving as trustee through affiliates of the firm. In addition, the Fiduciary Center keeps GenSpring's family offices and clients current on trust, legal, tax and regulatory developments.
Innovation & Learning Center
The Innovation & Learning Center provides a variety of learning experiences for GenSpring clients nationally and partners with GenSpring's family offices to offer regular learning opportunities regionally, locally and in individual family meetings. In addition, the Innovation & Learning Center conducts research into non-investment aspects of wealth, authors and publishes white papers, and innovates new tools, activities and learning programs for GenSpring clients.
Operations Group
The Operations Group provides consolidated financial and investment reporting to GenSpring's family offices and client families, including aggregating investment information from a wide array of custodians. In addition, the Operations Group supports advisors in the completion and execution of subscription documents, trade execution for families with individual securities, and satisfying clients' regulatory requirements.
Technology Group
The Technology Group is responsible for the information technology architecture, systems and security used by GenSpring's family offices in their service of clients. In addition, the Technology Group provides clients with online access to specific financial information and facilitates secure electronic data sharing between clients' other advisors and dedicated family office staff, when applicable.
GenSpring's Resource Center houses centralized activities: advisory centers for planning, investment and fiduciary experts, a learning center, and operations and technology groups. The specialized areas of the Resource Center work synergistically with each local family office to provide our GenSpring clients with:
Deep, shared expertise
Buying power
Thought leadership
Shared best practices
Family office infrastructure
Andrew P. Mehalko, CFA Chief Investment Officer
Andrew Mehalko is the Chief Investment Officer for GenSpring Family Offices. Andrew's responsibilities involve development and management of GenSpring's investment process, investment strategy, and identification and selection of money managers. In addition, Andrew is Chairman of GenSpring's Investment Committee and is responsible for GenSpring's proprietary investment solutions.
Andrew comes to GenSpring from an impressive history of professional portfolio management and investment advisory services, including several years as the Chief Investment Officer for DCA Global Investment Management. Andrew, a Chartered Financial Analyst, also brings valuable client service and marketing expertise to GenSpring.
Andrew received a Bachelor's degree in Finance from the University of North Carolina Greensboro. He has also completed course work in the Behavioral Finance seminar held at Harvard University and the Investment Management Workshop at Harvard University Business School. He holds Series 3 and 65 securities licenses and is a member of The Economic Club of New York.
David Bokman Chief Wealth Advisory Officer
David Bokman has been with GenSpring Family Offices since 2001. As Chief Wealth Advisory Officer and head of GenSpring's Wealth Advisory Center, David is responsible for the firm-wide development and support of all the non-investment deliverables offered to GenSpring client families.
Prior to taking on this company-wide role with GenSpring, David served as the founder and President of GenSpring's Atlanta office. David has deep and varied experience in a broad range of wealth management issues. He has investment banking experience with The First Boston Corporation and Morgan Stanley, and estate planning experience as a Senior Manager with Arthur Andersen & Co. and as a Partner with the King & Spalding law firm in Atlanta, where he specialized in sophisticated estate planning for high net worth families. Prior to joining GenSpring, he was a Vice President and Investment Manager at Goldman, Sachs & Co., where he assisted high net worth families on a broad range of investment management and financial advisory issues.
David is a Phi Beta Kappa, summa cum laude graduate of Yale College (1984) and has a J.D. degree from Yale Law School (1988).
Stephen G. Salley, Esq. Senior Partner, GenSpring's Family Enterprise Center and Fiduciary Services Group
As one of the two Senior Partners heading GenSpring's Family Business Center, Steve Salley, along with JoEllen Ross, oversees all family office services for family held businesses owned by GenSpring families. Additionally, they are the Senior Partners partnering with GenSpring's Fiduciary Group, the division that deals with all fiduciary operations for families and GenSpring's proprietary trust company, Teton Trust in Wyoming. Prior to joining GenSpring Family Offices, Steve was a shareholder at Greenberg Traurig PA law firm in Orlando. He is a certified tax attorney with over 30 years' experience focused on integrating family and estate planning, trust administration, and closely held business planning, as well as representing clients in tax controversies with state and federal tax authorities. His legal practice centered on representation of individuals, families and tax exempt entities, with a particular focus on the interrelationship of family planning and family enterprises.
A noted speaker and author, Steve lectures frequently on tax, succession planning, estate planning and fiduciary issues. He is a member of the Executive Council of the Florida Bar, Tax Section; co-chair of the American Bar Association's Committee on Estate Planning for Business Interests and Owners; and was formerly the Florida Bar Liaison to the United States Tax Court. In addition to being a Senior Partner for the Family Business Center and the Fiduciary Services Group he is a participant in the firm's Innovation and Learning Center, GenSpring's training and intellectual property development arm.
Prior to joining GenSpring, Steve was selected as one of the Best Lawyers in America by US News & World Report, listed in Florida Monthly as one of the top lawyers in Florida, and listed as one of the Legal Elite by Florida Trend Magazine. He received his BA with honors from Harvard University, his JD with high honors from University of Florida Levin College of Law, and his LL.M, Taxation, from the University of Florida Levin College of Law.
JoEllen Ross, CPA Senior Partner, Family Business Center and Fiduciary Operations
As one of the two national Directors of GenSpring's Family Business Center, JoEllen Ross, along with Steve Salley, oversees all services for family held businesses owned by GenSpring families.
Prior to joining GenSpring Family Offices, JoEllen was a tax consultant with the Greenberg Traurig law firm, and prior to that was the Managing Partner with Andersen's Orlando office. In both of these positions, her emphasis was on tax and financial planning for high net worth individuals.
She received her BA with honors in Accounting from Michigan State University. Her current civic passion is being on the Board and Finance Committee of Lighthouse, a not for profit organization dedicated to providing training for the visually handicapped.
William P. Barbeosch Chief Fiduciary Officer
William P. Barbeosch, an attorney with more than twenty years experience in trust and estate and wealth management issues, serves as the firm's Chief Fiduciary Officer. He is also Chairman of Teton Trust Company, the firm's trust company affiliate. Bill has firm-wide responsibility for the delivery of trust services and solutions.
Prior to joining GenSpring, Bill was Managing Director and Chief Fiduciary Officer of Citigroup Trust and Head of the Fiduciary Solutions Group. Before that, Bill was a Managing Director with JP Morgan Chase & Co., where he served as Global Head of the Wealth Transfer and Succession Planning Group and was responsible for a variety of fiduciary planning and administration services for private bank clients worldwide.
Before embarking on a banking career, Bill practiced law, concentrating on trust and estate matters. He was an attorney with Milbank, Tweed, Hadley & McCloy and Casey, Lane & Mittendorf. He advised both U.S. and international clients.
Bill is a member of The Alice Tully Foundation, the Bankers and Lawyers Advisory Committee of the New York Philharmonic, the Executive Committee of the Trust Management Association of the American Bankers Association, and the Society of Trust and Estate Practitioners. His biography appears in Who's Who in American Law and Who's Who in the world.
Bill received a B.A., magna cum laude, from Brown University, a J.D. from the Columbia University School of Law, and an M.B.A from the Yale School of Management.
Steve Barimo Chief Marketing Officer
Steve Barimo joined GenSpring Family Offices in 2001. As Chief Marketing Officer, Steve is responsible for GenSpring's brand positioning and development, corporate communications, and leads GenSpring's Innovation & Learning Center in Jupiter, Florida, which serves as the company's knowledge management hub. His activities include leading all aspects of brand management, GenSpring's national and regional learning events, including the Family Symposium and Men's and Women's Retreats, investor relations, research & development and public relations.
Steve is a recognized speaker on the topic of family wealth and has appeared on CBS' The Early Show, National Public Radio (NPR) and has been cited in several leading publications, including the Wall Street Journal and New York Magazine, along with industry publications, including the Journal of Wealth Management and Family Business magazine. Currently, Steve serves on the board of directors of the Family Firm Institute.
Prior to joining GenSpring, Steve was President of Sageworks, Inc., a developer of financial advisory software, which he joined after spending more than 10 years as an advisor to entrepreneurs and family businesses, most recently as a Director with First Union Securities, Inc. He holds a bachelor's degree in Economics from Bucknell University and a Master's of Business Administration from The Fuqua School of Business at Duke University.
Pete Balderston Managing Director, Operations & Integration
Peter Balderston joined GenSpring in 2006 and has responsibility for all GenSpring operations including, oversight for change management activities which seek to impart growth, scale and uniformity to the firm's expanding organization. Peter is also involved in the firm's acquisition activities, including due diligence, valuation, transaction structure and terms, and post-closing integration activities.
Prior to joining GenSpring, Peter spent 10 years at JPMorgan's Private Bank where he was most recently business manager for the Private Bank's loan and deposit products. Prior to JP Morgan, Peter worked in a New York City-based multi-family office.
Mr. Balderston holds a M.B.A. from Stern School of Business and a B.A from St. Lawrence University.
Robert Trinchet Chief Information Officer, Technology
Robert joined GenSpring in November of 2005. As GenSpring's chief information officer (CIO), his focus is establishing and supporting the company's technology direction. Robert joined GenSpring from Kaiser Permanente where he was divisional CIO for the Midwest region and CIGNA where he supported the Midwest and Southeast regions as Vice President of Information Management and Technology.
Robert holds an MBA with a concentration in Information Technology and a BSEE in Electrical and Computer Engineering from the University of Miami.
Eamon Kelly Director of Human Resources
Eamon Kelly joined GenSpring Family Offices in 2006 as the director of Human Resources overseeing GenSpring's human resources function. In support of GenSpring's continued expansion, Eamon is focused on an aggressive talent acquisition strategy along with building a comprehensive organizational model that will support future growth.
Prior to joining GenSpring, Eamon spent more than 16 years in human resources with JPMorganChase and operated as an HR business partner for the wealth management business since 1994. Starting with the Technology, Operations & Client Services groups, Eamon assumed additional responsibilities for business groups such as U.S. and Latin America Client Relationship Managers, Investment Management, and Trust and Estate Professionals.
Eamon holds a Bachelor of Science degree in Economics from Iona College.
Through a process called capital sufficiency ( i.e. the degree to which you have enough to do what you want to do), GenSpring helps clients answer this difficult question.
