Gary Brinson is president of GP Brinson Investments, a private investment company. He was the founder of Brinson Partners, Inc. and is a nationally recognized authority on global investing. He has lectured and contributed to educational and professional investment forums over the past thirty years. He is the co-author of two books on global investing and has authored numerous articles on an array of investment topics. After his retirement in 2000, Mr. Brinson, along with his wife and two daughters, created a philanthropic organization, The Brinson Foundation. He received his BA in Finance from Seattle University and his MBA from Washington State University.
Tim Dolan is Chief Investment Officer of GP Brinson Investments. Tim works with Gary Brinson managing the investments of the Brinson Family and The Brinson Foundation. An important focus of his role is the efficient integration and coordination of taxes and estate planning in the investment process. Prior to joining GP Brinson Investments in 2001, Tim spent 13 years at Goldman Sachs, where he was a Vice President in the Private Client Services division. Tim has an undergraduate degree in History from Cornell University and an MBA with a concentration in Finance from The Johnson School at Cornell.
Brad Handler is Co-Founder and Vice Chairman of Exclusive Resorts. His experience in building multinational, multibillion-dollar enterprises began at eBay Inc. where Handler served as the first in-house counsel. He was responsible for all legal issues as eBay grew from a small start-up through its IPO. Handler is a visiting professor at the law schools of the University of Virginia and Stanford.
Stuart E. Lucas is Chairman of Wealth Strategist Network, LLC, Principal and Investment Advisor for his family’s investment office, and a regular speaker on the subject of wealth management. He is author of the book Wealth: Grow It, Protect It, Spend It and Share It. He has been in the financial services business for 25 years, with senior positions including Bank One and Wellington Management Company. Stuart is Vice Chairman of the National Public Radio Foundation, Vice Chairman of the Stuart Foundation and on the Board of Directors of the University of Chicago Laboratory Schools.
Kimberly K. Querrey is the President of Querrey Enterprises, consulting for several clients on an array of issues in all aspects of operational management. She has more than 20 years of experience in manufacturing, most recently as Corporate Director of Operations / Environmental Health and Safety for IMCO Recycling Inc. In addition, she served as an adjunct professor at Western Michigan University, teaching operational management, engineering and chemistry. Querrey has held numerous positions in environmental health and safety, as well as production and operational management for Fortune 500 companies.
John Reed served as Chairman of the New York Stock Exchange from October, 2003, until April, 2005, following his retirement after a thirty-five year career with Citibank, Citicorp and Citigroup. He was elected Chairman and Chief Executive Officer of Citicorp and Citibank in September, 1984. Citicorp merged with the Travelers Company in October, 1998, and Mr. Reed served as Chairman and Co-CEO of the new company Citigroup until April of 2000.
Jeff Roush is currently CEO of the J & T Roush Family Office, a private family office advisory firm serving the needs of the Roush family. Jeff has held numerous executive-level positions over his 20 years career with some of the country's leading wealth management institutions. He has managed wealth management firm mergers, acquisitions, product strategy and product development for such firms as Charles Schwab & Co., Fidelity and Credit Suisse First Boston. Most recently, he was a key member of the Bank of Montreal/Harris Private Bank/myCFO family office executive management team.