CEO & Managing Partner at WE Family Offices
CAREER HIGHLIGHTS: WE Family Offices, a global family office serving high net worth families (Since March 2013 Chief Executive Officer and Managing Partner) GenSpring Family Offices, LLC, a wealth management firm and an affiliate of SunTrust Banks, Inc. (November 2005 to October 2012 Chief Executive Officer) JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm (2001 to 2005 Chairman and Chief Executive Officer, 1983 to 2001 Various positions in private banking with The Chase Manhattan Bank, including as Managing Director in charge of its Global Private Banking Group) The Coca-Cola Company (April 2003 to April 2006 prior service as Director) KEY QUALIFICATIONS AND EXPERIENCES: High Level of Financial Experience Over 36 years of experience in the financial industry and a recognized leader in the wealth management industry. Chief Executive Officer and Managing Partner of WE Family Offices. Former Chief Executive Officer of GenSpring Family Offices, LLC. Founding member of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to provide research, education and advocacy of the fiduciary standard's importance to investors receiving investment and financial advice. Relevant Senior Leadership/Chief Executive Officer Experience Serves as Chief Executive Officer of WE Family Offices and served as Chief Executive Officer of GenSpring Family Offices, LLC and JPMorgan Private Bank. Broad International Exposure/Emerging Market Experience Significant international experience in GenSpring Family Offices, LLC and JPMorgan Private Bank. During tenure with The Chase Manhattan Bank, served as Managing Director of the Global Private Banking Group, Vice President of private banking in the Latin America region and head of private banking for the western hemisphere. Over 40 years of experience working with Latin America. Exposure to international issues as a former Board member of the Americas Society and the Cuba Study Group, as a former Trustee of the National Geographic Society and as a member of the Council on Foreign Relations. Governmental or Geopolitical Expertise Experience with regulatory framework applicable to banking institutions in Latin America during tenure with The Chase Manhattan Bank, and as Chief Executive Officer of JPMorgan Private Bank. Exposure to international geopolitical issues in the Americas Society, Cuba Study Group and the Council on Foreign Relations. Risk Oversight/Management Expertise Extensive oversight of risk associated with wealth management and investment strategies in WE Family Offices, GenSpring Family Offices, LLC and JPMorgan Private Bank. PUBLIC BOARD MEMBERSHIPS: Current Public Company Boards:The Walt Disney Company (since 2015) Previous Public Company Boards (Past Five Years): Avon Products, Inc. (2000-2016)
Source: The Coca-Cola Company on 03/05/2020
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