ALTI Financial (‘ALTI’) is an asset manager providing leading and innovative solutions to institutional private equity for individual investors. ALTI’s mission is to create a more inclusive and equitable financial system, committed to breaking down the barriers that have traditionally prevented individuals from accessing high-quality private equity investments. Led by professionals with decades of experience from PE’s largest institutions, ALTI is primarily backed by Pacific Current Group, a publicly traded, multi-boutique asset management investor. As a Executive Chairman & Corporate Board Director, I will be providing strategic guidance and governance oversight to ALTI, drawing on my extensive experience in leading and scaling wealth management firms. My insights and expertise will play a crucial role in shaping the company's strategic direction and driving sustainable growth.ALTI’s commitment to innovation and delivering best-in-class private equity investment solutions to clients aligns closely with my own values and aspirations. I am excited to join the board of directors and contribute to the continued success and growth of the firm.

Gigi's Playhouse mission and purpose is to change the way the world views Down syndrome and to send a global message of acceptance for all. We want to see a world where individuals with Down syndrome are accepted and embraced in their families, schools, and communities.And we want to change lives through the consistent delivery of free educatiional, therapeutic-based, and career development programs for individuals with Down syndrome, their families, and the community, through a replicable playhouse model.

Circle Urban Ministries is a Community-Development, non-profit organization working toward the day that people in Austin and other underserved communities in the west-side of Chicago, have a safe and healthy place to live, learn, play, and succeed. We're doing this by hosting programs and providing services on our campus to address poverty, housing, hunger, education, drug/alcohol dependency, medical, and legal issues.

As Chief Executive Officer of The Mather Group (TMG), a family and employee owned wealth management firm with 13 offices across the nation and more than $11.7 billion in assets under management, my focus was to scale TMG from $2.9 billion over three plus years through a consistent strategic organic and M&A approach, to new heights using my skills and expertise in strategic planning, organization design and structure, accelerated growth, and innovation. TMG today has over 160 employees and over 4,000 clients as it builds a national boutique brand. TMG Founding Partner Stewart Mather recognized it was time to institutionalize the business and strengthen its executive structure, especially with a number of acquisition opportunities in the pipeline to further enable TMG to capitalize on the next phase of strategic growth. This was and ideal time for me to join TMG where I will be able to utilize my skills and expertise to institutionalize the businesses for growth. The firm provides comprehensive financial services to Fortune 500 executives, including comprehensive financial planning, tax preparation, tax advice, portfolio management, concentrated stock management, and estate planning. TMG’s proven success in this space, thanks to their innovative technology platform and in-house CPA’s continues to earn them industry recognition each year, including Mather’s spot on Barron’s annual list of the Top 100 Independent Advisor’s.

Guest Lecturer at The Carlson School of Management, Marketing Department teaching Marketing Strategy. This course focuses on how organizations should allocate its resources to maximize awareness, market share and profitability. Next lecture will be March 25, 2020 at the Carlson School of Management.

The IRM brings together the expertise of the Carlson School of Management, marketing faculty with top marketers and market research professionals from global brands, creating thought-provoking dialogue driving science and practice of marketing forward. In 2017, working with the Dean and faculty of the Carlson School, launched the Ignite Conference Series, “Sparking Action in Marketing” by bringing together, scholars, marketing practitioners and graduate students to identify, share and debate applications to solve today’s real world marketing issues. Worked closely with IRM leadership to re-establish the IRM as a thriving organization in the Carlson School of Management, a business school ranked in the top 25 in the world. In three years, generated over $150,000, the most significant revenue of its type for the Carlson School, enabling the Marketing Department to strengthen its commitment to research projects.

Serving as President and CEO of YA, a data-driven, end-to-end engagement and promotions marketing company dedicated to helping clients sell more products and services through a suite of digital promotional marketing solutions. We create, build, design, fulfill and manage interactive rewards, sweepstakes, contests, games and loyalty programs for some of the world's largest brands. From strategy and creative to technology and execution, fulfillment and compliance, we engage customers to take action, buy more and spread the word. As one of the largest engagement and promotions marketing companies in the nation, YA serves Fortune 500 brands and their partners. YA engages ten of millions of consumers by managing over 3,500 programs a year hosting over 700 simultaneous digital experiences.Promotional SolutionsFrom customer acquisition to retention and loyalty, YA offers a broad range of digital and traditional programs to engage with your customers:- Rebate rewards for purchase- Sweepstakes, games and contests- Loyalty- Referrals- Channel incentives- SamplingOur servicesYA is a trusted partner with the expertise and resources to flawlessly take your program from ideation to deployment including:- Strategy and consulting- Digital creative- Technology and development- Rewards and payment- Fulfillment- Legal and compliance- Contact center- Program execution- Reporting and analytics

One of the nations largest engagement marketing companies providing promotional marketing solutions to Fortune 500 clients that motivates their customers to engage the brand, take action, buy more and spread the word.

DOWNTOWN MINNEAPOLIS MATTERS TO EVERYONEDowntown generates more than 40 percent of the Minneapolis tax base. What happens here affects all of Minneapolis, and the Minneapolis Downtown Council (MDC) is committed to creating an extraordinary downtown.THE DOWNTOWN COUNCIL AIMS TO PROVIDELEADERSHIP: With a wholistic perspective on what it's like to live, work, play and visit downtown, since 1955 the Minneapolis Downtown Council (MDC) has served as a lead voice in the development of downtown through the initiation and production of nationally-renowned projects and premier downtown events.COLLABORATION: The MDC's collaborative development of Intersections: The Downtown 2025 Plan was designed to help downtown build on assets and implement future goals. Successful implementation of the 2025 Plan relies on the engagement of more than 300 collaborators representing a broad cross-section of companies non-profits, city and county agencies and educational institutions.ADVOCACY: Downtown stakeholders rely on MDC's partnership with city, county and state government to present a collective voice in successful negotiations of policies and topics affecting downtown. One example is the collaboration through our SafeZone program with the City of Minneapolis and Hennepin County on the Downtown 100 Project, reducing crime by the city's most chronic offenders by 78 percent.INNOVATION: MDC has led the charge on Downtown innovations such as the Nicollet Mall Project and the downtown skyway system, and has served as a lead voice in the initiation of Target Field, the Vikings stadium, enhanced transit access and Nicollet Farmers Market. In addition, MDC launched the Minneapolis Downtown Improvement District (MDID) whose Ambassadors help make more than 100 blocks greener, cleaner and safer.

Since 1883, the Minneapolis Club has served as the region’s premier gathering place for business, civic and community leaders and has been the Twin Cities’ welcome mat for heads of state, U.S. presidents and industry icons. During that time, not a day has passed without a business decision reached, a new connection established, a cultural or charitable institution advanced, or a social occasion celebrated.

The Association of National Advertisers (ANA), is a non-profit, national trade association with members in four segments - brand marketers, agencies, attorneys, and service providers. The ANA focuses on industry learning, best practices, advocacy, and innovation to support brand marketers and the significant challenges they face in today's rapidly changing marketplace, so they can thrive and their businesses grow.

Superior Recreational products creates complete outdoor environments including outdoor and indoor playgrounds and components in addition to shade, shelter and site amenities for clients and partners. Business was positioned and sold to a strategic investor in June 2017.

Global private equity group of Robert W. Baird & Co.Working with the Baird Capital Partners investment team, develop investment strategies and source potential transactions by identifying prospective acquisition targets to build a company in the digital marketing services industry. Once an acquisition is completed, serve as the Chief Executive Officer or Board Member of the acquired company(s).

A $73 million marketing services company providing integrated, data-driven marketing solutions.Implemented and executed an integrated, data-driven marketing solution strategy resulting in SourceLink becoming North America's 4th largest privately held marketing services business with EBITDA profit margins of 16%.

Developed and implemented a strategic plan resulting in revenue growth of 25% and EBITDA growth of 65%.

Led the succesful turnaround of a distressed company with significant profitability and cash flow problems. Recognized by the Turnaround Management Association as the recipient of the "2006 Turnaround of the Year Award" for dramatic improvement of the business.

Increased revenue 27% and EBITDA 157% by restructuring operations, repositioning the product offering, and implementing a sales and account management structure to meet client requirements.

Software services business serving emergency 911 law enforcement and related agencies.Developed and implemented the business plan to streamline and grow tow management services for law enforcement and related agencies. Achieved $1.4 million of revenue and $126K of EBITDA in one year.

A $1.3 billion provider of fee enhancement and direct response marketing services.Over six years, worked with the sales and client marketing team to increase revenue from $350 million to $1 billion by expanding exisisting client relationships and acquiring new clients in new vertical markets.

A $150 million global publisher of airline and hotel information.Sourced, managed and built five offices (Hong Kong, Singapore, Sydney, Tokyo, and Miami) and grew advertising and publishing revenue from $15 to $33 million.

Held progressive account management and sales positions leading to Sales Director Europe, Africa and Middle East from 1990 to 1991. Over two years, increased airline advertising revenue from $18 to $21.2 million.