Gary Brinson
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
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
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.
Mitchell A. Kovitz
Mitchell A. Kovitz is Founder and Principal of Kovitz Investment Group, LLC, an investment advisor providing asset management services and solutions to high net worth individuals and institutions. Mitch has previously been a member of the Tax Division of Arthur Andersen & Co. and a President at Rothschild Investment Corp. While at Rothschild Investment Corp., Mitch helped formed the Kovitz Group within Rothschild, and also formed the New Millennium Fundamental Hedged Equity, L.P., a private limited partnership limited to accredited investors, which invests in publicly-traded equities, fixed income securities, options, and futures contracts on market indices. In October 2003, Mitch and his partners founded Kovitz Investment Group. He received his Bachelor of Science and Masters in Taxation from the University of Illinois. He is a CPA and CFA.
Stuart E. Lucas
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.
John Reed
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
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.
Learn More
Read our posts in Orggit's Blog>
View Orggit's Pricing
Orggit Premium Accounts
Orggit in the News
Read online reviews of Orggit
