Leading Family Office Advisory Experts

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Michael Hoover, CPA, is a Family Office Counselor and Vice President at Rockefeller Capital Management, where he advises high-net-worth and ultra-high-net-worth individuals and families on complex income tax, trust, estate, and multigenerational wealth planning strategies. Born and raised in Lancaster, Pennsylvania, Michael earned a Master of Accounting along with Bachelor of Science degrees in Accounting and Finance from The Pennsylvania State University, graduating cum laude and as a consistent Dean’s List recipient. He passed all four sections of the CPA exam in 2016 and has since built more than a decade of experience in professional services and financial advisory roles. Prior to joining Rockefeller Capital Management, Michael served as a Tax Director at Siegfried Advisory, where he led tax compliance and strategic planning engagements for ultra-high-net-worth individuals, family offices, and closely held businesses. Earlier in his career, he worked in PwC’s Personal Financial Services group, supporting sophisticated private clients with comprehensive tax and wealth planning needs. Michael is an active member of the Philadelphia Estate Planning Council and is well regarded for his thoughtful, relationship-driven approach to family office advisory work. Beyond his professional practice, Michael is deeply committed to mentorship, philanthropy, and community service, including ongoing fundraising and advocacy for Penn State’s Dance Marathon (THON), where he danced in 2016. He has also supported financial literacy initiatives, church-based outreach programs, youth athletics, and therapy dog visitation programs. Michael lives in Drexel Hill, Pennsylvania, with his wife, Amy, their dog Finn, and their growing family. In his free time, he enjoys running, traveling, fitness, and watching Penn State and Philadelphia sports.

I help women, young professionals, and growing families achieve financial independence through clear, strategic planning that considers tax, estate, and investment decisions so they can make informed choices and build lasting stability. My role is part guide, part partner. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I combine structured, values-based strategies with compassion and education, helping clients understand not just what to do, but why it matters. Knowledge creates confidence, and confidence leads to better decisions that last. Financial independence isn’t one-size-fits-all. For some, it means building wealth through tax-aware investing. For others, it’s protecting family through thoughtful estate planning, or regaining control after major life changes. My approach brings all the pieces together, ensuring your plan reflects your values, goals, and vision for the future. I frequently collaborate with accountants and attorneys to help clients develop integrated, well-aligned strategies. Clients appreciate my relationship-based approach, open communication, and the safe, judgment-free space to ask questions. Together, we simplify complex decisions and create strategies that lead to lasting progress and clarity. At WiseOak Wealth, financial planning isn’t just about managing assets. It’s about creating freedom, stability, and direction in the life you’re building.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

At Pathview Wealth Advisors, we help successful professionals, business owners, and families simplify their financial lives. Our mission is to remove stress from money decisions through proactive, tax-focused planning and personalized guidance. We believe money is a tool—not the goal. By aligning strategies with your values and lifestyle, we help you gain clarity, confidence, and control. If you're ready to turn financial complexity into peace of mind, let’s talk.

I’m a fee-only fiduciary financial adviser, chief investment officer and founder of Cedar Point Capital Partners, where I help executives, business owners, and affluent families navigate complex financial decisions with clarity and discipline. I regularly comment on investment strategy, retirement planning, tax-aware wealth management, and how households actually manage cash, risk, and returns in real-world markets. My perspective centers on long-term thinking, realistic return expectations, and minimizing the practical risks that often drive outcomes during periods of market stress or transition. I’ve been featured in national and regional media on topics including retirement policy, savings strategies, and fiduciary excellence. As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here or in any media I provide commentary in are general in nature and not intended as individualized investment advice. For more information, please visit: https://www.cedarpointcap.com/disclaimers-disclosures/

As a dedicated financial advisor at HTG Investment Advisors, I specialize in helping professionals, business owners, and retirees who want to transform financial complexity into clarity and confidence. I create comprehensive strategies that not only protect and grow your wealth but also align with your most meaningful life goals. For over 30 years, our team has guided clients through critical financial transitions—whether preparing for retirement, selling a business, managing an inheritance, or navigating major life changes. Working with us provides you access to deep expertise across investments, taxes, estate planning, and retirement planning. Our personalized coaching helps you make confident decisions and maintain discipline through market volatility, ultimately avoiding costly mistakes. What sets us apart is our exceptional client service. With our low advisor-to-client ratio, we provide the attentive communication and responsive support that busy professionals and retirees value. This high-touch approach saves you time, reduces financial stress, and gives you the peace of mind that comes from knowing your financial future is secure. As a NAPFA-certified advisor since 2018 and part of a fee-only fiduciary firm, I'm committed to providing unbiased advice with no hidden agendas or conflicts of interest. Our 30-year legacy in New Canaan, Fairfield County, CT has established us as trusted partners helping clients nationwide achieve financial independence and security. Visit us at www.htgadvisors.com to learn how we can help you transform financial complexity into clear, confident decisions. If you would like to speak about your unique situation, schedule a complimentary call: https://www.htgadvisors.com/schedule-a-complimentary-call/. HTG maintains all applicable registration and licenses as required by the various states in which it conducts business.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

Just a guy trying to help clients navigate the complex world of 'finance'. Proud partner of a leading multi family office within the UK.

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page.

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

Flavio merges his in-depth knowledge of trading, portfolio analysis and investments to deliver truly holistic Financial Planning rooted in a long-term approach. In addition, he applies his diverse professional experience and his time living abroad to guide clients through the nuances of both domestic and international markets, helping high-net-worth individuals and millennials address everything from portfolio rebalances, Retirement Planning, estate planning to generational wealth transfer. A graduate of Florida International University, Flavio holds a bachelor’s degree in economics and a minor in international relations. He also holds an MBA from Nova Southeastern University, as well as his CERTIFIED FINANCIAL PLANNERTM certification from Bryant University, Certified Investment Management AnalystSM designation from the Yale School of Management, and Series 7 and 66 securities licenses.

In 2015, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets. Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 Chartered Financial Analyst (CFA), 2006 Accredited Estate Planner® (AEP®), 2024

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

Adam has over 25 years of experience in private funds and asset management compliance. Prior to joining Optima, Adam was a Partner & CCO of J. Goldman & Co., L.P. (JGC), an SEC and NFA registered global multi-strategy/multi-manager hedge fund with long/short equity and quant strategies comprising several billion in AUM, for over a decade. Adam served on JGC’s Operating Committee, led governance restructuring, jointly oversaw the HR, IR, Operations, and IT Departments, and managed all legal, regulatory, and compliance matters globally. Previously, Adam was the Global CCO of John A. Levin & Co. (f.k.a BKF Asset Management, Inc.) and held management positions on the sell side at several regional wire houses including Ladenburg Thalmann & Co. and Gruntal & Co. Adam is a regular contributor to various investment industry periodicals and frequently speaks at industry events on a wide range of topics, including insider trading, trade desk oversight, data integrity/ big data/AI compliance, third party vendor due-diligence, CCO liability and managing regulatory examinations/investigations. In 2016, Adam was invited by the SEC to speak at their Annual National CCO Outreach program. Adam also served on the Board of Directors of The National Society of Compliance Professionals (“NSCP”) from 2010-2018, where he created and chaired the NSCP Private Funds Committee and NSCP Regulatory Interchanges. Adam works with private funds and wealth managers of varying sizes, strategy and complexities including, hedge, quant, private equity, real estate, and venture capital to build out practical compliance programs and provide ongoing regulatory compliance advice and support. Adam manages numerous regulatory examinations and inquiries and works with clients in undertaking mock examinations to ensure preparedness.