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2017

Top 30 Family Office Chief Investment Officers

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Single-family offices are uniquely equipped to pursue niche, differentiated alternative investment strategies due to their typically flexible governance structure and ultra long-term time horizon. For these reasons, family offices tend to be the pioneers of institutional investing, whose techniques and strategies are later adopted by endowments, foundations and other institution types. The leaders of these organizations are at the forefront of that change. Presenting Trusted Insight’s 2017 Top 30 Family Office Chief Investment Officers:

Chris Orndorff

Chief Investment Officer

Vulcan Capital

Chris Orndorff has served as chief investment officer of Vulcan, Inc., the single-family office for Microsoft co-founder Paul Allen, since June 2016. Orndorff has over 30 years of investment management and leadership experience. He spent roughly half of his career managing global equities and the other half managing global fixed income. He also has extensive experience in asset allocation. Orndorff holds a B.S. in finance from Miami University and an MBA in finance and international business from The University of Chicago. He is also a Chartered Financial Analyst.

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Trent May

Chief Investment Officer

1888 Management

Trent May is the chief investment officer of 1888 Management, the family office founded by the Koch brothers, Charles Koch and David Koch. May joined 1888 Management in 2011 from Wyoming Retirement System, where he was the chief investment officer and steered the state pension's investments from public equity to hedge funds, including Bridgewater Associates and Moore Capital Management, during his tenure. At 1888, May focuses on the firm's direct investments. May received his MBA from Rollins College - Crummer Graduate School of Business.

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George Pavlov is the chief executive officer of Bayshore Global Management. Previously, he was a general partner at Tallwood Venture Capital for 5 years. Earlier in his career, Pavlov served as parter and chief financial officer at Mayfield Fund and Blum Capital Partners. Pavlov holds a bachelor's degree from Boston College. 

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Tony Graves is the chief investment officer at Kemmons Wilson Companies family office. Previously, he was president at Wilson Investment Management, LLC and executive vice president at Consulting Services Group, LLC. Graves holds a B.S. in finance from the University of Tennesee-Knoxville.

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Andrew Eberhart is the chief investment officer at Heinz Family Office, a prestigious single-family office located in Pittsburgh, Pennsylvania. Previously, Eberhart served as managing director at Lazard Freres & Co., managing partner at the Marshall Fund, managing director at Citigroup Private Bank and U.S. Trust and investment consultant at Cambridge Associates. Eberhart earned a B.A. in economics from Cornell University, actively served for more than a decade as a U.S. Navy aviator and then earned an MBA from the University of Pennsylvania's Wharton School.

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Clark Cheng

Chief Investment Officer

Merrimac Corp

Clark Cheng is the chief investment officer at Merrimac, a private investment firm based in Stamford, Connecticut primarily investing in hedge funds. Previously, Cheng was a hedge fund manager HSBC’s Alternative Investment Group. Before that, he performed hedge fund research at Guggenheim Partners and Morgan Stanley between 2002 and 2005. Cheng holds an MBA from Duke University and a B.A. in business/economics and psychology from UCLA. Cheng holds the Chartered Financial Analyst, Financial Risk Manager and Chartered Alternative Investment Analyst designations.

 

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Ashvin Chhabra has been the president at Euclidean Capital since September 2015. Previously, he was chief investment officer at Merrill Lynch Wealth Management and CIO at Institute for Advanced Study. Chhabra holds a Ph.D in applied physics from Yale University, a M.S. from the University of Georgia and a B.S. from St. Stephen's College.

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Andrew B. Cohen is managing director at Point72 and is chief investment officer of Cohen Private Ventures. Previously, he was an analyst and portfolio manager at Cohen Private Ventures, investing in equities and debt securitites. Cohen holds an MBA and B.A. from the Wharton School of the University of Pennsylvania. He is a member of the board of directors of several public and private companies, including The New York Mets Baseball Club, Laureate Education, Inc., Republic First Bancorp, Inc. and the Advisory Board of Metro Bank PLC, just to name a few.

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Terra Fuller

Chief Investment Officer

Pritzker Group

Terra Fuller is the chief investment officer at Pritzker Group. Previously, she was director of research there and senior vice president at Mesirow Advanced Stratgies. Fuller holds an MBA in finance and strategy from Northwestern University, Kellogs School of Management and a BBA in accounting from the University of Michigan.

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Heather Williams is the chief investment officer at Central Financial Services, Inc. Prior to this position, she was CIO at Waycrosse and a senior investment manager at Portico Benefit Services. Williams holds an MBA in finance from the University of Minnesota, Carlson School of Management and a B.S. in management from Northwestern University.

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Suzi Kwon Cohen is the Chief Investment Officer at Mousse Partners Limited, a family office based in New York City.  Prior to joining Mousse in early 2016, Ms. Cohen was a Managing Director at the Government of Singapore Investment Corporation (GIC).  At GIC, Ms. Cohen was the Head of both the Funds and Co-Investments Group and the Direct Investments Group for Private Equity in the Americas.  Before joining GIC in 2005, Ms. Cohen was a Vice President at Quadrangle Group, and prior to that, a Principal in Credit Suisse’s Private Equity Group (which later merged with DLJ Merchant Banking).  Ms. Cohen graduated from Brown University with a B.A. in Economics and Comparative Literature and received an M.B.A. from Stanford Business School. 

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Scott Earthy founded Fremont Private Holdings in 2012. He has more than fifteen years of experience making direct private investments in growing middle market companies using long-term family office capital. Prior to joining Fremont, Mr. Earthy was a managing director and a member of the investment committee at Ingleside Investors, a single-family investment office in New York. Earlier in his career, he sourced and executed direct investments on behalf of the Chicago-based Pritzker family and the Vancouver-based Armstrong family. Earthy holds a Bachelor of Commerce degree from Queen's University and an MBA from Stanford University.

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Alan Chang is a partner and managing director at Capricorn Investment Group, an investment arm of Jeff Skoll's family office. Chang is responsible for a multi-asset portfolio in Asia and other emerging markets as well as Capricorn’s global venture portfolio. Previously, Chang worked in early-stage venture investments at DFJ New England and was an analyst at Montgomery Securities. Chang holds an MBA from Harvard Business School and a BSE from Duke University in electrical engineering, computer science and art history.

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Melissa Cheong

Chief Investment Officer

Zoma Capital

Melissa Cheong is chief investment officer at Zoma Capital, the private family office of Ben and Lucy Ana Walton. Prior to establishing Zoma Capital, she held various positions working with family offices and within the financial services sector at organizations such as Treehouse Investments, Imprint Capital, Plainfield Asset Management, Metzler Bank and Deutsche Bank. Cheong holds an MBA from Columbia Business School, New York and a B.A. in political science from the University of Chicago.

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Brad Briner

Co-Chief Investment Officer

Willett Advisors

Brad Briner is the director of real assets at Willett Advisors LLC, the family office that manages the philanthropic assets of Michael R. Bloomberg. Briner has been with the firm since 2012. Prior to that, he was a managing director at Morgan Creek Capital Management and an associate at UNC Management Company. He received an MBA from Harvard Business School and a bachelor's degree from the University of North Carolina at Chapel Hill.

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Andrew Mulderry

Co-Chief Investment Officer

Willett Advisors

Andrew Mulderry is the co-chief Investment officer at Willett Advisors, the family office that manages the philanthropic assets of Michael R. Bloomberg.

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Michael Larson is the chief investment officer to William H. Gates III. He is responsible for all of Mr. Gates' non-Microsoft investments as well as all of the investments of the Bill & Melinda Gates Foundation Trust. Mr. Larson has managed wealth for Mr. Gates since 1994.

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Chuck Chai

President, Chief Operating Officer and Chief Investment Officer

Hillspire

Chuck Chai is the chief investment officer of Hillspire, LLC, the single-family office of Eric Schmidt, chairman of Google's parent company, Alphabet. Previously, Chai served in the Treasury Department under the Obama Administration, was managing director and portfolio manager at Perry Capital and was an investment banker at Goldman Sachs. Chai holds a bachelor's degree in economics from Harvard and an MBA from Stanford.

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Bruce Madding is the CEO and chief investment officer of C.M. Capital Corporation, which provides investment insight and opportunities to the Cha Family and the Cha Group's affiliated companies. Previously, Madding was associated with the Henry J. Kaiser Family Foundation for 22 years as SVP and CFO. Madding holds an MBA from the University of Southern California and a B.S. from the University of California, Berkeley. He also holds a Certified Public Accountant designation.

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Tim Dolan is the chief investment officer at GP Brinson Investments, which manages the family wealth of Gary Brinson and the assets of the Brinson Foundation. Prior to joining Brinson, he served as vice president in the private client services division at Goldman Sachs for 13 years. Dolan holds an MBA and B.A. in history from Cornell University.

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Brendan MacMillan is chief investment officer at Akkad Capital Partners, a single-family office based in New York. Previously, he worked with some of the industry’s brightest minds at Ocean Road Advisors, a single-family office; Legatum Capital; Oceanwood Capital Managament, Owl Creek Asset Management and Clarium Capital Management. MacMillan holds a B.A. from Bates College and an MBA from Harvard Business School.  

 

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McCall Cravens is the chief investment officer at Hunt Investment Group/Palette Investment Company. Previously, she was managing director of investments at Southern Methodist University, where she oversaw and made manager recommendations for multiple asset classes. Cravens holds an MBA from Harvard Business School and a B.S. in engineering science and economics from Vanderbilt University.

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Candice Beaumont

Chief Investment Officer

L Investments

Candice Beaumont is chief investment officer at L Investments, a single-family office that invests across public and private equities and focuses on commodities and alternative energy. Beaumont previously worked for Merrill Lynch and Lazard Freres. She graduated first in her class at University of Miami with a B.B.A in international finance and marketing.

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J.T. King

Chief Investment Officer

Nonami

J.T. King is the chief investment officer of Nonami, the family office of Tom Cousins. Prior to joining Nonami, J.T. founded and managed a Julian Robertson backed credit hedge fund. He spent the first 11 years of his career at Donaldson, Lufkin & Jenrette/Credit Suisse focused on leveraged finance and M&A advisory. He holds a B.S. from the University of North Carolina, where he was a Morehead Scholar. J.T. is also a board member for Brand Bank and a board observer for Savant Capital.

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Rick Anderson joined Hull Investments, LLC in 1999 and serves as the organization's chief investment officer. Anderson began his career in finance as a securities analyst at The Value Line Investment Survey, one of the first firms to use statistical techniques for stock selection. He went on to serve as managing director of Rothschild Asset Management, the New York affiliate of the French and British Rothschild Group. Anderson holds an MBA in finance from New York University and a B.A. with honors from the University of California at San Diego.

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Shmuel "Sam" Levinson is chief investment Officer at Glick Family Investments, a single-family office based in New York. Levinson joined the firm in 2004, overseeing private equity investments. He is also the co-chairman at Clipper Reality, Inc., a self-administered and self-managed real estate company.

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Dennis Javer is the president of Dolan Family Office, LLC, a single-family office Charles Dolan family. Javer previously held various senior executive roles as other family offices EFO Management and Tigris Financial. Javer holds a BSBA in accounting and finance from Washington University in St. Louis.

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Frederic Martel

Chief Investment Officer

Claridge

Frederic Martel is the chief investment officer at Claridge, which manages the wealth of the Charles Bronfman family. Prior to joining Claridge, Martel worked in the investment banking group at Desjardins Securities in Montreal. Martel oversees a large part of Claridge’s investment program as well as its asset mix and risk allocations. Martel started his career as a sales engineer at Nortel Networks in Canada and Europe before taking the job as a sales engineer at Wind River Systems. Frederic holds an MBA from McGill University and a Bachelor of Engineering degree from Université du Québec à Chicoutimi.

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William P. Powell is the founder and managing director at 535 Partners, a single-family office. Previously, he was the managing director at Williams Street Advisors LLC and managing director of corporate finance at Dillon, Read & Co., Inc. Powell holds an MBA from Duke University - The Fuqua School of Business.

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Al Hemmingsen is the chief investment officer at Parkland Management Company, a single family investment office. Previously, he spent 11 years at Highland Consulting Associates and served as their director of research. Prior to that, he was an analyst at Morgan Stanley Investment Management. Hemmingsen holds a B.S. in finance, management and real estate from the Wharton School of the University of Pennsylvania.

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