FINTRX Industry Spotlight: 25 Women-Led Single Family Offices

Julie Baker is a seasoned finance professional with extensive experience in taxation and financial management. She began her career as a Senior Tax Manager at KPMG and later worked as a Tax Manager at Grant Tani Barash & Altman. In 2001, Baker joined The Eli and Edythe Broad Foundation as a Finance Director, overseeing financial operations. She then transitioned to the Broad Family Office, where she held various leadership positions, including Senior Finance Director, Senior Tax Director, and eventually CEO. Baker holds a Master of Business Taxation from USC and a B.S. in Finance from San Diego State University.

The Broad Family Office, based in Los Angeles, CA, serves as the single-family office responsible for managing the personal assets of Eli Broad for the benefit of the Broad Foundation and its activities. The foundation focuses on improving the quality of elementary and secondary public education, particularly in large urban school districts across the United States. The family office is committed to both public and private equity investments, spanning various sectors, regions, and asset classes. It actively engages in alternative investments, including hedge funds, private equity, real estate, and direct investments. With a preference for established managers and a minimum track record requirement, the Broad Foundation takes a diligent approach to its investment decisions. The family office maintains a strong internal investment team and closely manages its investments in-house, ensuring a focused and strategic approach to wealth management.

Jennifer Bawden is the highly accomplished founder of Bawden Capital, an investment firm dedicated to transforming alternative energy and homeland security through groundbreaking technologies. With over 24 years of expertise in disruptive technologies, venture capital, and macroeconomic strategy, Jen has co-founded an Anti-Terrorism Technology company that developed disruptive sensor technology for protecting global infrastructure from chemical, biological, radiological, and nuclear threats. Her solutions have earned government awards and grants. Jen's influential network spans finance, venture capital, and homeland security, enabling her to identify strategic investment projects and partnerships. She is a respected speaker on topics including homeland security, macroeconomics, and socially responsible investing.

Jen's commitment extends beyond investments, as she actively contributes to the growth of previously invested companies and facilitates M&A opportunities for partnering family offices. With a remarkable ability to anticipate market trends, she has gained recognition as a best-selling author and global speaker. Jen's predictions, such as the 2008 financial crisis and subsequent gold price rise, highlight her keen foresight. She also shares her insights as a contributing author to renowned financial news sites. Additionally, Jen's background in freestyle skiing and modeling, including collaborations with skiwear brands and working as a stunt skier, adds to her diverse experience. She holds a Bachelor's degree from the University of Western Ontario, attended Harvard Business School Executive Education, and is fluent in multiple languages.

Leveraging her strong background in finance, business analysis and planning, Pamela Breuckmann oversees the daily operations of Ferrell Capital and ensures the execution of investment strategies in her roles as the CEO and President. She has also previously served as CFO at Ferrell, and in 2013, she was appointed to the Board of the Ferrell family's company, Ferrellgas, Inc. Before joining Ferrell Capital in 2007, Pamela Breuckmann held various key positions in the finance industry, beginning as an auditor at Deloitte, and spending time as VP of Finance and CFO of different financial services companies. She holds a B.S. in Business Administration and Accounting and a Master of Accounting and Information Systems from the University of Kansas as well as a CPA designation.

Ferrell Capital, based in Leawood, KS, operates as a single-family office, managing the wealth of the Ferrell Family. The family's wealth is derived from Ferrellgas, Inc., a prominent propane distribution company in the United States. Ferrell Capital was established to oversee the financial, business, and personal affairs of the family. The firm provides advice on asset allocation, manager and investment selection, discretionary management, and the formation and management of investment vehicles. Ferrell Capital takes a diversified approach to investing, considering public equity, private equity, real estate properties, long-only funds, and more. The firm maintains a focused and strategic approach to wealth management, valuing portfolio diversity and historically pursuing investments on a global scale.

Natalie Brod is a highly accomplished professional, currently serving as the President of the Crystal Family Office. In addition to her leadership role for the Brod family office, she is also the Partner and Chief Marketing Officer at Crystal Capital Partners, a fintech Saas company in the alternative investment space. Brod brings a wealth of experience to her positions with her involvement in the investment industry, an M.S. in Non-Profit Management from The New School for Management and Urban Policy, and a B.B.A. in Finance from the University of Texas at Austin. She has also spent time with The Sundari Foundation as a fundraising and development director.

The Crystal Family Office, based in Bay Harbor Islands, FL, was established in 1994 as a single-family office solution for the Brod Family, renowned entrepreneurs and innovators in the financial industry. Led by Natalie Brod, the family office focuses on preserving and managing the family's wealth across generations, transitioning from a business-centric family to a "family enterprise." The office invests in various alternative asset classes, including private equity, hedge funds, fund of funds, and direct investments. With a global approach to investment sourcing and a commitment to portfolio diversification, Crystal Family Office seeks optimal investment opportunities that align with the family's values, aiming to protect and grow wealth for the present and future generations of the Brod family.

Laura Cabot Carrigan is an accomplished professional with extensive experience in family office management and philanthropy. She has served in various leadership roles within the Cabot-Wellington family office, including Managing Director from 2010 to 2015, Trustee since 2007, and currently as the Executive Chair, where she oversees the investment strategy and overall management of the firm. Carrigan's extensive expertise in family governance, asset allocation and investment strategy help drive the firm's success under her leadership. She received a Bachelor's degree from the University of Vermont and her Master of Public Administration from Columbia.

Based in Boston, MA, the Cabot-Wellington family office represents the Thomas D. and Virginia W. Cabot families. It oversees the Cabot Family Charitable Trust and the Virginia Wellington Cabot Foundation, independent foundations established by Godfrey L. and Thomas D. Cabot to promote and sustain philanthropic activities within the Cabot family. The office engages in diversified investments across public and private equity, spanning various sectors, regions, and asset classes. While the majority of their investments are managed externally, the family office also actively invests in private equity, including start-up funds. With a longstanding tradition of charitable giving and public service that dates back to 1942, the Cabot-Wellington family office embodies a commitment to making a positive impact in society, alongside prudent financial management.

Emily Clifford is a seasoned finance executive and the current CEO of Alta Mara Capital, the family office of the Rabil family in Palm Beach, Florida. She brings over 15 years of experience in finance and investment banking to her role at Alta Mara, having worked at Forbes, Belle Haven Investments, and JP Morgan Chase & Co. before joining the firm. With a degree from William & Mary, Clifford's extensive experience and academic background have prepared her for her current role leading the Rabil family's investment strategy. At Alta Mara, she oversees a team of investment professionals responsible for managing and growing the family's wealth.

Established in 2022, Alta Mara Capital is a single-family office that invests and manages the wealth of Al Rabil and his family. With a focus on real estate, the firm's investment strategy leverages Al Rabil's industry experience and expertise to identify high-value opportunities and make timely investments. The firm's single-source capital provides flexibility in investment horizons and deal terms, allowing Alta Mara to take a global approach to its investment sourcing. Sectors and industries of interest include oil & gas, energy infrastructure, and specialized real estate such as medical offices, senior living facilities, self-storage, and student housing. Emily Clifford's leadership and expertise have been instrumental in guiding Alta Mara's investment strategy and positioning the firm for continued growth and success.

McCall Cravens is the Chief Investment Officer for the Heinz Family Office with a strong and impressive background in investment management. Cravens previously held the role of CIO at Hunt Global Investments, overseeing investment activity for the family office of Ray L. Hunt and his descendants. Prior to that, she served as the Managing Director of Investments in the Endowment office at SMU and has worked with reputable private equity firms, including Pamlico Capital and Lehman Brothers Real Estate Partners. She received her B.S. from Vanderbilt University and an M.B.A. from Harvard. Trusted Insight has recognized her as one of the "Top 30 Women Chief Investment Officers" and one of the "Top 30 Most Influential Women in University Endowments," while aiCIO honored her as one of the top "Forty Under Forty." In addition to her professional achievements, Cravens serves on the boards and investment committees of notable organizations such as The Children's Institute of Pittsburgh, The Dietrich Foundation, and Fund Evaluation Group.

The Heinz Family Office, based in Pittsburgh, Pennsylvania, operates as a low-profile single-family office responsible for managing and investing the wealth of the Heinz family, who are heirs to the H.J. Heinz Company founded by Henry John Heinz in 1869. While little information is publicly available about their allocation preferences, the Heinz Family Office is known to invest in both public and private equity across various sectors, regions, and asset classes, with a particular emphasis on venture capital and private equity. The firm is a mature and seasoned family office with a long history of successful investing on behalf of the Heinz family.

As a 20-year veteran of the industry, Margo Doyle brings an extensive background in investment consulting, venture capital, and growth equity to her role as CIO at S-Cubed Capital. Prior to joining S-Cubed in 2015, she spent time as an Associate at Kodiak Venture Partners and as Managing Director at Cambridge Associates. Throughout her career, Doyle has successfully built and managed portfolios for institutional investors ranging from $100 million to over $150 billion in AUM and has demonstrated a keen ability to identify emerging talent in the investment landscape. Her expertise spans various asset classes, with a particular focus on the private markets, and her deep understanding of investment and governance practices has made her a valued advisor to investment committees, family offices, endowed institutions, and public pensions. She earned her undergraduate degree from Georgetown University and her MBA from Harvard.

S-Cubed Capital is a single family office in Menlo Park, CA that serves as the investment and wealth management entity for Mark Stevens and his family. Mark Stevens, a former managing partner at Sequoia Capital, is a renowned venture capitalist with a notable net worth of over $2 billion. As the CIO of S-Cubed Capital, Doyle is responsible for overseeing a diverse portfolio of assets, including public and private holdings, real estate LLCs, and a comprehensive direct investment program. Additionally, she plays a vital role in guiding the family's significant philanthropic initiatives. Doyle's entrepreneurial leadership and commitment to fostering talent make her a valuable asset in building and growing organizations within the financial industry.

Renata Erlikhman is the Chief Investment Officer of OW Management and a well-established investment professional with a diverse background in the financial industry. She began her career as an Analyst at Lehman Brothers and later served as an Associate at CIM Group. In 2010, she joined OW Management as the Director of Investments, overseeing the management of wealth for Oprah Winfrey and her family. In recognition of her accomplishments, Renata was appointed Chief Investment Officer of OW Management in 2018. Her expertise and strategic insights have been acknowledged by the industry, earning her a spot on AICIO's prestigious "40 Under Forty" list in 2017.

OW Management, based in Los Angeles, California, is a single-family office established in 2010 to manage the wealth of Oprah Winfrey and her family. Renowned as a talk show host, television producer, actress, and philanthropist, Oprah Winfrey is best known for her iconic talk show, The Oprah Winfrey Show. She has made significant contributions to education and has been recognized as one of the most generous Americans. OW Management adopts a diversified investment approach, investing in both private and public equity across various sectors, regions, and asset classes. Under Erlikhman's strong leadership, the firm places a particular emphasis on supporting companies led by women, aligning with Oprah Winfrey's commitment to empowering women and promoting gender equality.

Dawn Fitzpatrick is the CEO and CIO of Soros Fund Management LLC and has over 25 years of experience in the financial industry. Before joining Soros in 2017, she held significant leadership roles at UBS and its predecessor organizations, serving as the Head of Investments for UBS Asset Management, managing over $500 billion in client capital. Prior to that, Fitzpatrick was the CEO and CIO of the O'Connor hedge fund business and began her career as a trader on the American Stock Exchange and the Chicago Board of Options exchanges. 

In addition to her role at Soros Fund Management, Fitzpatrick actively participates in various advisory boards and committees including the Open Society Foundations' Economic Justice Program Advisory Board, the Federal Reserve Bank of New York's Investor Advisory Committee on Financial Markets, and the Advisory Council of The Bretton Woods Committee. Furthermore, she holds a non-executive Director position on the Barclays Board. She has been honored on numerous prestigious lists, including the Worth Power 100 and Barron's "100 Most Influential Women in U.S. Finance" for her significant contributions to the industry. She holds a B.S. in Economics from UPenn.

Soros Fund Management, founded by George Soros in 1970, is a private investment management firm that operates as a family office. While it previously functioned as a hedge fund, it now focuses on managing investments in public equity, fixed income, foreign exchange, commodities, private equity, and venture capital funds. The firm has a global investment approach and has made significant investments in various industries, including transportation, energy, retail, and finance.

Annette Franqui is a highly accomplished business executive with over 30 years of experience in the financial industry. She is a founding partner of Forrestal Capital, a trusted business and investment advisor established in 2003, where she plays a pivotal role in guiding strategic decisions for Latin American families, particularly those associated with the founding group of Panamco. Franqui served as the CFO of Panamco, the largest Coca-Cola bottler outside the United States, operating in eight Latin American countries and listed on the NYSE. 

Franqui's background includes notable positions at JP Morgan and Goldman Sachs, and she holds a B.S. in Economics from UPenn, an M.B.A. from Stanford University, and is a CFA charterholder. She serves on the Board of Directors for Arcos Dorados and Halstatt, LLC, while also making significant contributions as a volunteer on the national Board of Directors of AARP and co-sponsoring partnerships and investments in commercial and residential properties in the southeastern United States.

Forrestal Capital specializes in investing client assets primarily in direct private equity and venture capital transactions across various industries and regions. Their investment portfolio encompasses diverse sectors such as medical devices, alcoholic beverages, food, distribution and logistics, supermarket automation, and hospitality. With a focus on Latin America, the US, and Europe, Forrestal Capital leverages its expertise and network to identify compelling investment opportunities.

Roz Hewsenian joined Helmsley in 2010 as the Deputy Chief Investment Officer and now serves as the CIO. Hewsenian brings a wealth of expertise to the firm and is responsible for providing strategic direction to the Trust's investment program and overseeing its implementation. Prior to her work at Helmsley, Hewsenian served as CEO at global equity firm, Clay Finlay, and spent a significant portion of her career at Wilshire Associates, serving as a senior investment consultant for governmental pension funds. In this role, she worked closely with clients such as the California Public Employees' Retirement System (CalPERS). Hewsenian also worked at Dimensional Fund Advisors and served as the Manager of Pensions and Investments at PepsiCo, Inc. She holds a Bachelor of Science degree from the State University of New York at Oneonta and an M.B.A. from Pace University.

The Helmsley Trust Family Office, based in New York, NY, is a single-family office that manages and invests the wealth of the Helmsley family, whose wealth was primarily created through real estate investments. Through the Leona M. and Harry B. Helmsley Charitable Trust, established in 1999, the family supports various nonprofit organizations and initiatives in the areas of health, selected place-based initiatives, education, and human services. With a long history of philanthropic giving, the Helmsleys have made significant contributions to numerous organizations throughout their lifetimes.

Sam Miller Hicks is the CEO of Money in Motion and also the Global Head of Impact at Advance Global Capital Ltd. She developed a passion for investing at a young age through her father's guidance, and her early exposure to global economic disparities motivated her to pursue a career focused on making a positive impact in underserved communities. 

With a diverse background spanning academia, banking, corporate leadership, and sustainable business consultancy, Hicks has accumulated a wealth of experience. Prior to MiM, she served as the Head Administrator for the Central European University's Graduate Program in Economics in Prague, worked in corporate and investment banking at Citibank, held leadership positions at global medical device company, Align Technology, and founded Xanh, a sustainable business consultancy that empowers small businesses while promoting sustainable practices.

Money in Motion LLC, the family office of Janet McKinley, was established to drive meaningful change through strategic grants and impact investments. With a focus on inclusive financial services, climate change mitigation and adaptation, innovative education initiatives, and humanitarian initiatives, Money in Motion aims to create positive social and environmental impact globally. The organization leverages its expertise in finance, impact investing, and philanthropy to support insightful entrepreneurs and organizations that address pressing societal challenges. With both philanthropic and investment capital at its disposal, Money in Motion actively seeks to put money to work in underserved communities, fostering sustainable and inclusive economic growth.

K.C. Krieger has been an integral part of The Broad Foundation & the Broad Family Office since 2001, playing a crucial role in managing the Broad family’s investment portfolio. During her 15 years with the organization, Krieger has demonstrated her expertise and dedication, progressing from an investment analyst to CIO. Her strategic insights, hard work, and loyalty have earned her recognition as one of the top 30 female limited partners in private equity and one of the top 30 rising stars in the family office by Trusted Insight. Prior to Broad, Krieger served as a senior consulting associate and team leader with Cambridge Associates. She holds a bachelor’s degree in economics from Colby College and is a CFA charter holder.

The Broad Family Office, based in Los Angeles, CA, serves as the single-family office responsible for managing the personal assets of Eli Broad for the benefit of the Broad Foundation and its activities. The foundation focuses on improving the quality of elementary and secondary public education, particularly in large urban school districts across the United States. The family office is committed to both public and private equity investments, spanning various sectors, regions, and asset classes. It actively engages in alternative investments, including hedge funds, private equity, real estate, and direct investments. With a preference for established managers and a minimum track record requirement, the Broad Foundation takes a diligent approach to its investment decisions. The family office maintains a strong internal investment team and closely manages its investments in-house, ensuring a focused and strategic approach.

Leslie Lenzo is the CEO and CIO of the Hershey Trust Company, overseeing both the activities of the trust and the investments of the Hershey family office. Lenzo began her career in the investment program at Partners Health Care in Boston and later transitioned to the sell side, conducting equity research on Healthcare Services at SG Cowen. She also held served as CIO at Advocate Aurora Health, where she oversaw the investment of $14 billion in corporate and pension assets, and prior to that, she was a senior member of the investment team at Northwestern Memorial Healthcare in Chicago. 

Lenzo has extensive expertise in portfolio construction, asset allocation, risk management, due diligence, and program governance and is committed to cultivating internal investment talent and fostering a collaborative and intellectually stimulating environment. She holds a BA in Economics and Government from Georgetown University and an MBA in Finance from Boston University and is a CFA charter holder.

Hershey Trust Company, established in 1905 by Milton S. Hershey, is a Pennsylvania-chartered trust company that acts as the trustee and investment advisor for the Milton Hershey School Trust, The M.S. Hershey Foundation, and the Hershey Cemetery Perpetual Care Trust. Through its top-tier trust and investment management services, Hershey Trust Company supports these trusts and the organizations they benefit in fulfilling their long-term goals in perpetuating the legacy and vision of Milton and Catherine Hershey.

With over 15 years of expertise in the field, Kate Lindberg is responsible for strategic asset allocation, implementing risk models, and optimizing investment performance as the CIO of Sawdust Investment Management. Before joining Sawdust in 2005, Lindberg served as a Vice President and founding member of the Northern Trust Private Equity Fund of Funds and as an Associate at William Blair Mezzanine Capital. She also gained valuable experience at the First National Bank of Chicago, where she held multiple roles including Director in High Yield and Assistant Vice President in Corporate Banking. 

Lindberg's educational background includes an MBA in Finance from the University of Chicago and a BA in Economics from Middlebury College. Outside of her professional responsibilities, Lindberg serves as an Advisory Board Member for Invest for Kids and the Illinois Growth and Innovation Fund (ILGIF), as well as a Strategic Council Member of the Private Equity Committee for the Private Directors Association.

Founded in 2003, Sawdust Investments is a single-family office headquartered in Northbrook, IL. The firm specializes in investing and managing assets for Michael Krasny, the founder of Computer Discount Warehouse (CDW), established in 1984 as an online store offering IT products. The company experienced significant growth over the years and in 2007, it was acquired by Madison Dearborn Partners in a transaction valued at $7.3 billion. In addition to managing Krasny's wealth, Sawdust Investments also oversees an investment portfolio that contributes to the philanthropic initiatives of The Circle of Service Foundation.

Lisa Merage is a prominent business leader, Co-Founder, and Managing Partner of RAJ Capital, the alternative asset platform of the Bhathal Family Office based in Newport Beach. The Bhathal family established their wealth through their renowned women's swimwear business, RAJ Swim, where Merage served as CEO from 2006 to 2016. Lisa's entrepreneurial achievements and expertise have garnered attention, earning her appearances on various fashion and business television segments and prestigious recognitions such as the "Women in Business" Award from the Orange County Business Journal.

Beyond her business endeavors, Lisa is an active philanthropist with a passion for the arts and education. She serves on the Board of the Orange County Museum of Art and is involved with the Segerstrom Center as an Angel of the Arts. Lisa's commitment to education reform, economic growth, and national security is evident through her role as Chair of the Board of Gen Next, a nonprofit organization. 

Furthermore, Lisa and her family co-own Sacramento Basketball Holdings LLC, which includes the Sacramento Kings franchise, Golden 1 Center, the Sawyer Hotel and residences, and the development of the Downtown Commons entertainment and sports district in Sacramento. Lisa's educational background includes a degree from USC's Marshall School of Business and a certificate in Social Impact Strategy from the University of Pennsylvania.

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