Attention: You are using an outdated browser, device or you do not have the latest version of JavaScript downloaded and so this website may not work as expected. Please download the latest software or switch device to avoid further issues.

FWA Leadership

Brooke Morimoto
Senior Director of Member Experience

Brandelynn Perry
Senior Director of Strategic Planning

FWA Team

Elaine Chandler
Events Manager

Emily Gorz
Program Manager

Katie Larson
Manager of Member Experience

Heather Moore
Member Experience Associate

Courtnee Murphy
Marketing Specialist

FWA Member Advisory Board

Lynne Born
Chief Practice Officer at Aspiriant

Andy Busser
CEO at Pitcairn

Jack Ginter
CEO at Callan Family Office

Wende Headley
CEO at Quantum Financial Advisors 

Kelly Maregni
President at Pathstone

Drew McMorrow
President & CEO at Ballentine Partners

John Sleeting
Managing Partner at Clearwater Capital Partners

Founder Emeritus

Thomas R. Livergood
Founder Emeritus


Stay Connected

Subscribe to our monthly newsletter, The Alliance Communique, to receive updates on events, research, industry thought leadership, and educational programming, including resources and opportunities for non-members!

TBD

TBD

© Family Wealth Alliance, Inc. All Rights Reserved.

Privacy Policy

Terms & Conditions

Staff Login

This website is powered by
ToucanTech