Theresa designs and implements bespoke technology solutions for boutique private wealth firms and also provides outsourced CTO services. Previously, she worked for CRB Consulting Engineers as Corporate Applications Manager, overseeing key corporate applications, including accounting and secured client portals. She is an adjunct instructor at Elmira College, holds a B.A. and M.S. in IT Management, and serves on the board of the Chemung County Veterans Monument organization.

Danielle Klimek is the controller for Marron Capital LLC, a single family office based in New York City. She grew up in Indiana and moved to New York City in 2009. Danielle has over a decade of experience within the family office industry, spending portions of her career both on the software-consulting side and on the family office client side. She specializes in family office operations including accounting, financial reporting, performance measurement, cash management, income and estate tax planning and vast experience in software and systems implementation.

Brad Sacks graduated from the University of Michigan in 1988 with a B.S. in Computer Engineering. He began his career at Price Waterhouse, then became Assistant VP of IT at Amwest Insurance. In 1993, he founded More Than Gourmet, growing it into a successful food manufacturer before selling it in 2022. Brad is now Principal Investor at BS Global Investments LLC and Culinary Group Holdings, LLC, and serves on several boards. He was awarded the EY Entrepreneur of the Year in 2014.