We've assembled a proven team of financial planners, technologists, solution architects, and security professionals to develop a set of simple and intuitive tools using secure distributed ledger technology to specifically serve family desk environments just like yours.
30 + years of experience in asset and risk management business: built a variety of successful businesses, managed teams, raised assets, and developed alternative investment strategies for Small Business owners, and pre-eminent Family Offices.
Bob Worgaftik, CLU®, ChFC®, CFP®, CLTC is President, CEO of MW Financial Group, Ltd., a general agency of the Guardian Life Insurance Company of America, a full financial services firm he started in 1983. He co-founded Total Pension Services, Inc., MW Group Benefits, Inc. and MW Long Term Care Solutions, Inc. His areas of specialization include Investment Planning /Portfolio Construction, Estate Planning, Tax Planning, Retirement Planning, Business Continuity Planning, Executive Benefits Design. He was elected to the Connecticut State Ethics Advisory Board under Governor M. Jodi Rell. His years of experience and extensive background in the financial planning arena, made him a perfect choice for this unique challenge.
Shaun Gagnon: President & Family Member Supersition Mountain Family Investments, LLC, entity created to make direct investments in a wide range of family businesses. Typically looking to partner with exceptional management teams sharing a passion for creating high growth and sustainable companies. Investments have ranged from - Real Estate, Medical Device, Internet Booking platforms, apps, consumer goods, professional service oriented businesses, and brick and mortar retail.
Crissy is a savvy professional who has supported C-Suite individuals with the utmost integrity through communication, collaboration, and the ability to prioritize multiple responsibilities. Her vast, in-depth knowledge and experience has enabled her to provide high-level, unique solutions using various business methodologies. Crissy is a thoughtful business liaison managing people and projects, and as the Chief Experience Officer, will ensure a smooth and seamless transition to the TreasureMap platform.
Liam is currently in the process of finalizing his masters degree in computer science with a specialization in cybersecurity at Southern Methodist University. In addition to taking a full course load, he also teaches the full stack development lab teaching students how to construct a full stack applications using Docker, AWS, React.JS, Node.JS, Express.JS, and MySQL. Furthermore, Liam also works on and has completed several contract jobs for individual clients including building full stack web applications from the ground up, building iOS/Android applications, providing advisement on enterprise network and security infrastructure, and all around general technical consultation. Liam plans to finish off his graduate degree in the Fall of 2021 and will pursue a full time job in full stack development or cybersecurity.
Ron serves as Managing Director of Investment Banking at Bruderman Brothers, LLC (Family Office) since October, 2009. Mr. Lehman directly manages all facets of the firm's transaction processes, from deal origination, to sourcing capital, to negotiating deal structures, through documentation and closing. Worked for various Bruderman entities as a buy and sell-side advisor and as a principal in several private equity transactions.