Families of Worth Weekend 2019

Dr. David Bach is a Harvard-trained scientist, physician, and serial entrepreneur. As a business entrepreneur, David founded and built three healthcare companies, each of which grew to over $100 million in value. His last business endeavor, Leprechaun LLC, became the fastest growing company in America at the time. He has also been a management consultant, a venture capitalist, a competitive martial artist and a professional cellist. David has always had a passionate interest in human development. After a successful exit from his third company, he decided to pursue his interest in human development while simultaneously returning to his scientific roots and, with this, he founded PlatypusNeuro. His company now translates cutting-edge neuroscience discoveries into practical tools and programs that measurably enhance human performance and advance scientific knowledge.

Marc Brackett, Ph.D., is founding director of the Yale Center for Emotional Intelligence and professor in the Child Study Center, Yale School of Medicine at Yale University. His research focuses on the role of emotions and emotional intelligence in learning, decision making, creativity, relationships, health, and performance. Marc is the lead developer of RULER, an evidence-based, systemic approach to SEL that has been adopted by over 2,000 preschool to high schools across the United States and in other countries. He has published 125 scholarly articles and received numerous awards, including the Joseph E. Zins award for his research on social and emotional learning. He also is on the board of directors for the Collaborative for Academic, Social, and Emotional Learning (CASEL). Marc consults regularly with corporations like Facebook, Microsoft, and Google on integrating emotional intelligence principles into employee training and product design and is co-founder of Oji Life Lab, a digital emotional intelligence learning system for businesses. His research has been featured in popular media outlets such as the New York Times, USA Today, Good Morning America, and NPR. He is the author of Permission to Feel: Unlocking the Power of Emotions to Help our Kids, Ourselves, and our Society Thrive,published by Celadon Books, a division of Macmillan, which has been translated into 15 languages. Marc also holds a 5th degree black belt in Hapkido, a Korean martial art.

Bob Diamond is Founding Partner and Chief Executive Officer of Atlas Merchant Capital, a global financial services investment firm with offices in New York and London. Atlas brings its deep operating experience and extensive industry relationships to optimize business and financial performance.  Atlas currently manages investments across the US and Europe through its private equity fund and has recently launched a credit platform focused on sub-investment grade and distressed corporate credit.  Mr. Diamond was formerly Chief Executive Officer of Barclays plc.  Before that he held a variety of senior executive positions at Credit Suisse and Morgan Stanley.

Mr. Diamond holds a Bachelor of Arts degree in Economics from Colby College in Maine and an MBA from the University of Connecticut, and was awarded Doctor of Humane Letters from the University of Connecticut and Doctor of Laws from Colby College.

A leader in private wealth management for successful families, women and business owners.

Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.

With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.

Experience

Officer in Corporate Trust Department, Manufacturers Hanover Trust

Vice President and Wealth Advisor, Morgan Stanley

Credentials

Certified Financial Planner, (CFP®)

Certified Divorce Financial Analyst (CDFA®)

Forbes “Top Women Wealth Advisor,” 2018, 2019

Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020

Forbes “Top 200 Women Advisors,” 2017, 2018

M.B.A., Fordham University

Life

Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.

She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.

In her free time, she enjoys golfing, spending time with family and relaxing at the beach.

Steven Gray is an entrepreneurial storyteller who drives business across platforms and industries. He is currently Head of Content at Techonomy, a conference and content company focused on the intersection of tech, business, the economy and social progress.

Between 2016 and 2018, he was Vice President/Managing Editor at JPMorgan Chase, leading the Chase content team’s editors, writers and other creators building content strategy across the company’s major lines of business for digital platforms that reach more than 50 million people. He created successful, revenue-generating campaigns and series that introduced the brand’s products, services and people to diverse audiences. Much of the focus was on personal finance, succession planning, business growth and leadership. He helped build content programs with some of the world’s most innovative digital media companies, and he created the JPMorgan Chase Content Summit.

He has been Director of Corporate Social Responsibility and Global Public Affairs at Laureate Education, a U.S. firm that expands access to higher education, mostly in the developing world. In this role he managed the firm’s philanthropic relationships and built youth social entrepreneurship programs in Latin America.

Most of his career has been in journalism. During five years at Time Inc., he worked in a variety of roles – including Time magazine/Time.com’s Washington Correspondent covering the intersection of politics, policy and business, as well as Detroit Bureau Chief, developing print and digital content for Time, Fortune, Money and People. Previously, he was a staff reporter for The Wall Street Journal and The Washington Post.

He was born in New Orleans and graduated from Howard University. He was a graduate student at the University of Kent’s Brussels School of International Studies. He has provided analysis on MSNBC, CNBC, Fox, and the Canadian Broadcasting Corporation. He lives in New York.

Currently in his historic fourth term, Mayor Jackson is the City of Cleveland’s longest serving mayor. During his time in office, Mayor Jackson has been an advocate for building equity and opportunity for all Clevelanders in all neighborhoods.

A lifelong resident of the Central Neighborhood, Mayor Jackson began his career in elected office as its City Councilman and, later, City Council President. He is a graduate of Cleveland Public Schools, Cuyahoga Community College, and Cleveland State University – the latter from which he earned his bachelor’s, master’s and law degree. He began his public service career as an Assistant City Prosecutor in the Cleveland Municipal Court Clerk’s Office.

Mayor Jackson’s accomplishments in the city of Cleveland range from finances and operations to development, quality of life and public safety. Some of these accomplishments include developing a performance management program, a management training academy and a mentoring program for City employees to improve performance and accountability, creating Cleveland’s Plan for Transforming Schools, a plan that will lead to systemic change in Cleveland’s schools and dramatic improvement in educational outcomes, building partnerships with local, state and federal law enforcement agencies and community organizations to address the causes and impacts of gun and youth violence, and investing more than $265 million in Cleveland’s neighborhoods since 2007, on streetscapes, recreation facilities, and other capital improvements and working with the public sector to encourage more than $7 billion in private development in Cleveland.

Drue Kataoka is an artist & technologist & CEO of Drue Kataoka Art Studios (www.Drue.Net).  She is globally known for her highly interactive mirror sculptures transforming the viewer’s perception of space-time.  The modular artworks in her new Ambrosia series have staggering  8,388,608 permutations of possible configurations, each creating a slightly different visual experience.  Her artwork Up! was featured in the first zero-gravity art exhibit at the International Space Station. She is Artist in Residence for Google VR (Tilt Brush).

Named a Young Global Leader & Cultural Leader of the World Economic Forum (WEF), Drue presented a solo exhibition at the WEF in Davos and has presented at the WEF Annual Meeting in Davos multiple times.  She is on the WEF’s Steering Committee on VR/AR/AI for the Creative Economy and is a contributing author to the book Shaping the Fourth Industrial Revolution.  Drue has been invited to speak in Tokyo, New York, St. Petersburg, Buenos Aires, Oslo, Ulaanbaatar, Abu Dhabi, Yangon, Beijing, Geneva, Puerto Vallarta and more for multiple organizations, corporations and governments.

Drue’s art has been featured on CNN, Reuters, The Wall Street Journal, Le Monde, Deutsche Welle, CNBC, CBS, ABC, FoxNews, NY1, Telemundo, Barrons, Wired, Blackbook, Gentry and others.  Graduate of Stanford University. She is a recipient of the Martin Luther King, Jr. Research & Education Institute Award for her extensive community service.

A Managing Director/Partner of Klein Wealth Management at HighTower Advisors, with offices in Melville (Long Island) and New York City where he and his team are focused on the intersection of philanthropy and investment management. Previously, Peter was with UBS (Paine Webber) since 1994, where he was recognized in the UBS Global Circle of Excellence in 2008. Peter earned a baccalaureate degree in economics from Stony Brook University and a master’s degree in finance from CUNY Baruch College in New York City. He is a Chartered Financial Analyst (CFA®), Chartered Retirement Plans Specialist (CRPS®) and a Chartered Advisor in Philanthropy (CAP®). Peter is also the author of two well-regarded books, Getting Started in Security Analysis and A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation. His practice is focused on providing excellence in wealth management—serving as a fiduciary for his clients and their legacies.

Peter has participated in panel discussions and has given speeches on the issues surrounding the nexus of wealth management and philanthropy—what he refers to as being a legacy agent. Peter has been honored by the Diabetes Research Foundation, as the recipient of the Gillan Family Humanitarian Award by the Child Abuse Prevention Service, as Man of the Year by Life’s WORC, as Philanthropist of the Year by the Long Island Alzheimer Foundation, as the recipient of the Larry Kushnick Memorial Award for Community Service and named the Best Philanthropist on Long Island in 2017 by Bethpage Federal Credit Union.

Peter and his wife have been married for more than 25 years and they have three children. He is very active in his community, advising private foundations in a professional capacity and volunteering on various boards. He is President of the Claire Friedlander Family Foundation and serves as Chairman of the Tilles Center for Performing Arts Council of Overseers. He sits on the boards of the Holocaust & Tolerance Center of Nassau County, the Huntington Library Foundation, Life’s WORC/Family Center for Autism, the Dean’s Advisory Board of Harvard’s School of Dental Medicine, the Dante Foundation, Cold Spring Harbor Laboratory Association and formerly on the board of the Long Island Community Foundation and the Bronx High School of Science Alumni & Endowment Committee.

Jim McCann is a successful entrepreneur, business leader, author, media personality and philanthropist whose passion is helping people deliver smiles. Jim’s belief in the universal need for social connections and interaction led to his founding of 1-800-FLOWERS.COM, Inc., which he has grown into one of the world’s leading floral and gourmet gifting companies.

Jim’s willingness to embrace new technologies that enhance customer engagement, such as 800 phone numbers and e-commerce, often long before other retailers, has consistently kept 1-800-FLOWERS.COM, Inc. ahead of the curve and positioned it as a leading innovator in the marketplace. These innovations have played a vital role in strengthening customer engagement, something that has always been a key element of Jim’s business philosophy.

Jim’s strategy for growth has included an effective combination of birthing and acquiring new businesses and brands that resonate with customers for their gifting and celebratory occasions. The company’s gift offerings include iconic brands such as Harry & David®, Wolferman’s®, Cheryl’s® Cookies and The Popcorn Factory®, as well as Simply Chocolate®, Personalization Universe® and 1-800-Baskets.com®, among others.

Jim is also deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms, a 501(c)3 organization established in 2015. Smile Farms provides meaningful jobs in agricultural settings to young adults and adults with developmental disabilities, allowing them to master new skills, experience teamwork, contribute to their community and, importantly, take home a paycheck. As a result, Jim was honored with a Lifetime Achievement Award at the Long Island Business News 2019 Corporate Citizenship Awards.

In 2018, Jim established Clarim Holdings, a private holding company that expands market opportunities for clients by providing capital along with an extensive network of high-tier support partners. Jim also serves as a director for The Scotts Miracle-Gro Company, Amyris and International Game Technology PLC, as well as a variety of private and not-for-profit boards.

Trevor Moawad is a renowned mental conditioning expert and strategic advisor to some of the world’s most elite performers. Trevor Moawad recently partnered with Russell Wilson to form Limitless Minds whose mission is to both optimize performance and enrich culture within some of the world’s top organizations and elite performers. In 2017, Trevor was named the “Sports World’s Best Brain Trainer” by Sports Illustrated. From Ft. Bragg to Harvard Business School, from elite Quarterbacks to top level CEOs. Moawad’s mission is clear – to motivate the motivated.

Moawad is well known for being the mental coach to Seattle Seahawks quarterback Russell Wilson, and has worked closely with prestigious NCAA Football programs and coaches, including Nick Saban, Kirby Smart and Jimbo Fisher. Moawad has been part of eight National championship games. Additionally, Trevor continues to support the U.S. Special Operations Community, Major League Baseball, the NBA, UFC and many other elite professionals.

Prior to starting his own mental conditioning company, Trevor held multiple roles as both Director of Mental Conditioning and Director of the multi-disciplined IMG Performance Institute (at the IMG Academies in Bradenton, Florida). More recently, he was the Vice President of Pro/Elite Sports and Mindset at the prestigious Athletes Performance Institute (now EXOS in Phoenix, AZ).

Moawad was raised in Washington State and is the son of world-renowned peak performance educator, the late Bob Moawad. Bob was an original contributor to ‘Chicken Soup for the Soul’ and the former President of the National Association For Self-Esteem.

As an athlete, Moawad was inducted into the Athletic Hall of Fame at Charles Wright Academy in Tacoma, Washington, and in 2018 was selected as the Academy’s Distinguished Alumni of the Year. Trevor was an all-conference, two Sport athlete at Occidental College, the same school that produced both Jack Kemp and Barack Obama. At Occidental, Moawad received both his Bachelor’s degree in Politics and his Master’s degree in Education. Moawad yearly presents the ‘Trevor Moawad Leadership Award’ at Occidental, a designation to the top male and female athletes, who make an exceptional commitment to making their teammates better both on and off the field.

Trevor continues to be a thought leader in the performance space, appearing consistently in the global media, including ESPN, SI, Fox Sports, NPR, USA Today, The Herald Tribune, Outside the Lines and a number of national, regional and local outlets. Moawad costarred with Russell Wilson in ESPN’s QB2QB in 2018, as well as appearing for a third season in ESPN’s Draft Academy.

https://www.amazon.com/Takes-What-Think-Neutrally-Control/dp/0062947125