Management
Angelo J. Robles
Founder and Chief Executive Officer,
Family Office Association
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS.
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Joseph W. Reilly Jr.
President,
Family Office Association
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years.
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FOA Chairman’s Committee Biographies
Mr. Salaam Al Shaksy was appointed as the CEO of Dubai Banking Group and Dubai Bank on May 6, 2008. Prior to this, he was the CEO of Dubai Islamic Investment Group, the global Shari'a compliant investment company of Dubai Group. Mr. Al Shaksy has more than 23 years experience in banking, investments and information technology. He has a BA in Economics, MBA in Financial Services and MSc in Management Information Systems from Boston University, USA. He also completed the Senior Executive Program at London Business School. His Board Memberships and Affiliations include: Board Member, Bank Islam, Malaysia; Vice Chairman, Dubai First, Dubai; Chairman, Oman National Investment Corporation Holding, Oman; Vice Chairman, Muscat Securities Market, Oman; Vice Chairman of Shell Oman Marketing; Board Member, Bank Muscat, Oman.
Mr. Broadbent is the Chief Strategy Officer at Green Ventures LLC. Green Ventures a global renewable energy company and international carbon consulting and carbon credit trading firm providing strategic partners the value of carbon credit identification and monetization planning, clean development mechanism planning, and processing to conclusion. In addition, Green Ventures has a third element, “ Green Village Ventures” focused on the greening and improving the quality of life through the delivery of multi-faceted green technologies such as solar, biogas, improved fuel sources, and village electrification.
Mr. Broadbent is a 23-year Wall Street veteran serving as an industry leader and innovator of asset management, alternative investments and private equity strategies. He led capital raising activities for hedge funds, CTA’s, hedge fund of funds, private equity, private placements, and equity. He has organized and managed investment management firms, done business development, strategic product development, and has driven regulatory progression, due diligence, risk control processes, access strategies, and industry communication.
Mr. Broadbent also has professional experience as an entrepreneur holding key positions as Managing Partner, Senior Managing Director and Vice President of Sales Americas. Financial institutions include Fidelity, Federated Investors, Kennedy Smith Broadbent, REFCO Alternative Investments and Asset Alliance.
Mr. Broadbent is a graduate of Jacksonville University and continued Graduate Studies at Harvard.
Mr. Broadbent has advisory affiliations with the World Pension Forum, the Grameen Bank and the Himalyan Climate Change Commission.
Mr. Derosa-Farag is a Principal on the investment team at Morgan Creek Capital Management. Prior to joining Morgan Creek, Mr. Derosa-Farag was President of Ore Hill Partners, where he was responsible for new initiatives including structured products and risk management. Prior to joining Ore Hill Partners, Mr. Derosa-Farag was Managing Director of the Global Leveraged Finance Strategy and Portfolio Products Group and co-head of the High Yield Research Department for Credit Suisse. He joined the firm from Donaldson, Lufkin and Jenrette, which CSFB acquired in 2000, where was Managing Director and Head of Fixed Income Research.
Prior to joining DLJ in 1997, Mr. Derosa-Farag was Head of High Yield Portfolio and Strategic Research at Chase Securities. He also developed and managed the High Yield Quantitative and Portfolio Strategies Group at CS First Boston. Mr. Dersoa-Farag was a member of the Institutional Investor “All-American Fixed Income Research Team” for 13 consecutive years from 1993 – 2006.
Mr. Derosa-Farag received a Master of Science degree in Computer Science from Boston University and a Bachelors of Science in Physics from Cairo University.
With over 30 years of experience advising family businesses in the UK, Middle East, Europe and Asia, Peter established Peter Leach LLP to support and advise family businesses.
He is an independent business advisor, teacher and facilitator who works with family business owners around the world. Now seen as the "founding father" of family business thinking in the UK, Mr. Leach was the first professional to address the needs of family owned businesses. He has pioneered research with London Business School since the mid 80s.
Mr. Leach spent 37 years at BDO Stoy Hayward, where he was a senior partner, and has now established Peter Leach LLP to concentrate on his true passion: family businesses. While he advises family enterprises of all types and sizes, he specialises in advising large multi-national, multi-generational family businesses, and guiding them through the particular challenges they face.
Mr. Leach is author of Family Businesses: The Essentials, published by Profile Books. He has written a number of other books on the subject, some of which have been published in several languages. He is also frequently quoted in the UK national and international press and lectures at business schools and universities all over the world.
As a much sought after speaker, Mr. Leach has addressed a wide range of organisations on the significance and contribution of the family business sector, including the CBI and the European Commission. He has been a visiting fellow at Cranfield School of Management and a regular lecturer at Henley Management College and London Business School. He currently sits on the Advisory Board of the UK Institute for Family Business, and is a Fellow of the Family Firm Institute of the USA, the international body for family business advisers. He is also a Fellow of the Institute of Chartered Accountants in England and Wales.
Mr. Massey is the founder and Managing Member of NEXGENCOS LLC in Greenwich, Connecticut, a firm that specializes in wealth transfer via the creation of single family offices and family private equity investments and partnerships. Mr. Massey has created from the ground up single family offices for both a historic inherited wealth family and a major modern entrepreneurial family. Mr. Massey has had a career as an entrepreneur and owner, and began his career as a consultant with McKinsey & Company.
Mr. Massey has a BA from Yale University and an MBA from Harvard Business School where he was a Baker Scholar. He served on the Harvard faculty at IMEDE in Lausanne, Switzerland while in the DBA program, and attended the University of Munich, Law School.
Mr. Oster is the former Chairman and CEO of A.J. Oster & Company, a family business that was founded by his late father in 1922 and later sold to a UK multi-national in 1979. He left A.J. Oster in 1983 to organize as Chairman & CEO the Oster Group, Inc., specializing in equity investing and turnaround management consulting.
Mr. Oster’s success has been punctuated by a variety of unique business experiences including: dealing extensively in Europe and in South America; starting a new company for his parent firm (Cookson Group plc); being an officer or director of many companies of the $350,000 American Group; as well as helping build the family company from $3 million in sales in 1966 to $40 million in 1979 and $90 million in 1983.
Mr. Oster is former Chapter President and National Director for The Turnaround Management Association, is trustee of Cushing Academy in Ashburnham, MA, and a Commodore of the State of Rhode Island appointed by former Governor Frank Licht. Mr. Oster was appointed by former Secretary of Commerce Malcolm Baldridge as special advisor to the U.S. Department of Commerce on International Trade and Tariffs regarding non-ferrous metals.
Mr. Oster teaches last year MBA students at NYU Stern’s School of Business and has lectured at Yale University’s School of Management.
Mr. Oster holds a degree in business administration from the University of Rhode Island.
Mr. Roux has some 28 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction and coordination, and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.
He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy whose objective is to act as the trusted advisor, personne de confiance, to a limited number of families, family offices and mfo’s.
Mr. Roux holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. He was a member of the Cal Western International Law Journal, received several Dean’s Awards and Advocacy Honors Board Awards.
He joined Pictet in 1980, worked in Geneva and London, established and headed Pictet’s Asian presence in Hong Kong in 1986, worked throughout the region nine years, headed the Group’s EU operations in Luxembourg, and returned to Geneva in 1998. His responsibilities there included strategic group projects, single and multi-family office services, coordination of Pictet’s international offices, and more.
Mr. Roux currently is a board member of the East West Institute, a global conflict prevention think and do tank, the Family Firm Institute, the Jackson Hole Center for Global Affairs. He has spoken at numerous forums in Asia, Europe and the US, and was an advisor/participant in the Far Eastern Economic Review ‘Where To Put Your Money’ Quarterly’s in Asia. He has written several articles on private banking and the concept/role of personnes de confiances.
Ms. Tillotson is the Managing Partner and Head of Research at Scorpio Partnership in London. Ms. Tillotson heads the research team overseeing all of Scorpio’s extensive research projects. Her key focus is on qualitative client research, which is undertaken with HNW clients, family offices, private banks and key industry participants internationally. She also oversees intermediary research, market research and competitor profiling and benchmarking studies.
Ms. Tillotson is a co-founder of Scorpio Partnership. Before establishing the firm with Sebastian Dovey in 1998 she was a senior journalist, then managing editor, with Waters Information Services and Institutional Investor. She was responsible for global coverage of wealth management, capital markets and banking operations.
Ms. Tillotson holds a MA (Hons.) degree in English Language and Literature from Oxford University and was awarded a Diploma in Periodical Journalism from City University.
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association. Mr. Robles has been in financial services for over twenty years. He started the executive benefits division for Arthur J. Gallager & Co. where he was a director and served in similar senior roles at Metlife/New England Financial and UBS. He is the founder and past president of the New England chapter of the Hedge Fund Association, and was an internet pioneer in retirement planning for Fortune 1000 executives with 401KRollover.com and IRARollovers.com, both of which he founded. Angelo has written several books and numerous independently published articles. Angelo is the author of the white paper, "Creating a Single Family Office for Wealth Creation and Family Legacy Sustainability," and co-author of "The Lawsuit Lottery and Protecting Assets." Angelo is a contributor for quotes on the benefits of creating a successful single family office for families of wealth for Luxury Institute, Institutional Investor, Registered Rep, Investment News, Greenwich Times, Accounting Today, Web CPA, EurekaHedge, Accounting Crossing, and other newspapers, websites, magazines and journals.
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years. He was an Energy Specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at conferences and been quoted in such media as the Financial Times. Mr. Reilly has an A.L.B. from Harvard University and is a member of the Economic Club of New York and the Harvard Club of Fairfield.
