Our Advisory Board

 

Nicholas L. Gregory, ChWE, CEBA, ChCCA, ChFWA — Founder and CEO

Having founded a firm called The Financial Engineering Institute back in 1996, Mr. Gregory and his colleagues utilized the Institute’s WealthEngineeringTM Platform and a plethora of other resources to engineer The Family Wealth Hub as an ecosystem for families and their businesses. They are gathering places for Families and Businesses to peruse a carefully selected and categorized portfolio of ExpertSourcing Firms. Families create their FWH Dashboards to access the expert sourcing firms and the Family Knowledge Center coupled with Regional Chapters and synchronized with discreet peer-to-peer Forums and dynamic regional and national Conferences.

Nick is dedicated to providing quality education, training coaching and advanced strategies for families of wealth and their advisors.  He is also President and Managing Director of The Charitable Capital Design Center, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital. In addition, Nick and his colleagues have developed Give Back Nation, a non-profit, national community foundation to create even bigger waves of giving across the nation. He is also Founder and CEO of The Family Business Hub, a national association of family businesses. 

Over the past 40 years Mr. Gregory has consulted with attorneys, accountants, and financial services professionals in better serving their high net worth families and businesses. He also provides consulting for some of the largest financial services organizations in the world. He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving. Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The International Institute of Financial Engineering, The Charitable Capital Advisory Institute and is Chairman of the Board of Trustees of Give Back Nation.

 

Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization

Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Advisory Institute.

 

James Sekel — Senior Vice President of Private Banking at TriState Capital Bank

In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.

 

Tommy Mayes — Executive Advisor of Sungate Capital, LLC

SunGate is a single family private equity and investment office. Tommy serve as advisor to the Chairman on investment and governance matters, and works with executives and management teams of our portfolio of companies on both a strategic and operational basis. He serves on various boards of directors of portfolio companies. He is also President of Investors Preferred Life, a leading provider of bespoke private placement solutions for astute investors with significant assets exposed to taxation. Last year, the company was named by S&P Global as one of the fastest growing insurance companies in their annual rankings, as assets under management doubled.

 

Sheri Fiske Schultz, CPA, ABV,CFF — Managing Partner of Fiske and Company

Sheri Fiske Schultz brings over 35 years of experience to her clients, offering both professional expertise and practical insight toward business valuations and litigation support services. Sheri holds the designation of Accredited in Business Valuation and is Certified in Financial Forensics. A frequent speaker on topics such as business valuation and forensic accounting, she also has broad-based tax experience in mergers and acquisitions, reorganizations, estate issues and tax compliance. During her time as Chair of the Business Valuation/Litigation Committee for the Florida Institute of Certified Public Accountants, Sheri helped to develop the Valuation and Litigation Section for Florida; additionally, she was a member of the Board of Governors for the FICPA.