ADVISORY COUNCIL
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ALI GRAHAM
BARNES New York
Managing Director -
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CLAUDE GRUNITZKY
The Equity Alliance
Chief Executive Officer -
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JANNEKE HOUSE
Private Family Office
Chief of Staff -
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CHRISTINE PRYDATKO
Logic Families
Founding Partner -
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TIAN WEINBERG
Oaktree Solutions
Chief Operations Officer -
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CHELSEA TOLER
The Family Foundation
President -
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CONRAD F. GOMEZ
Cairi Legacy Partners
President -
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JONICE GRAY
Paul Hastings
Partner and Chair, Consumer Financial Services -
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ALEJANDRO DABDOUB
Allied Orion Group
Partner -
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FELITA HARRIS
RAISEfashion
Executive Director -
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DAVID FRIEDMAN
WealthQuotient
Co-Founder -
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JENÉ ELZIE
Dunes Point Capital
Chief Marketing Officer -
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LISA MORRIS
AKS Family Partners
Managing Director
DAVID FRIEDMAN
Mr. Friedman is a pioneer in the wealth intelligence and data space being one of the world’s leading experts and authority on the global ultra affluent and high net worth market. Mr. Friedman is a noted speaker in the areas of the global ultra affluent and has been quoted in the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, Forbes and The Telegraph, and has been a frequent guest contributor on CNBC, BBC, FOX, CNN, and Bloomberg.
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Prior to founding WealthQuotient, Mr. Friedman Co-Founded Wealth-X, the world’s only global ultra affluent data and intelligence platform where he and his co-founder sold a majority stake to Insight Venture Partners ($8B NYC based private equity fund).
Prior to Wealth-X, Mr. Friedman spent several years as Managing Director at CB Richard Ellis advising global Fortune 500 companies on their location strategies as well as sovereign wealth funds in the Middle East, Asia and Latin America on real estate development projects related to economic growth strategies. His client portfolio included the Saudi Royal Family, Bahraini Government, Kuwait Finance House, the Malaysian Sovereign Wealth Fund, Jumeriah Capital and the Government of Puerto Rico.
Mr. Friedman started his career at Oxford Analytica, the world’s leading geopolitical analysis and declassified intelligence firm founded by his mentor Dr. David Young, former special assistant to Kissinger in the Nixon White House. Mr. Friedman also currently serves on their Advisory Board.
Mr. Friedman graduated magna cum laude from Wheaton College with a bachelors in Political Science and with a Masters Degree in Philosophical Theology and Ethics from Yale Divinity.
JANNEKE HOUSE
Janneke House manages a global family office for a high-profile family. She collaborates and communicates with leaders of industry, provides logistical and strategic solutions to complex challenges, while maintaining their numerous philanthropic endeavors, investments, and assets around the world. Janneke previously worked as Chief of Staff for a high-profile family in NFL sports where she was brought on as to drive organizational and cultural transformations while continuing to support the family in numerous companies in the entertainment, technology, legalized sports betting, motion picture, luxury hospitality, fashion, yachting, and aviation industries.
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Prior to being Chief of Staff, Janneke was a Senior Advisor to former Presidential candidate and U.S. Senator Kirsten Gillibrand where she oversaw the Senator’s economic development legislative agenda in New York State. Prior to joining the Senator’s office, she was a Director for the Kendall Square Association in Cambridge, MA, where she was responsible for engaging with global technology and biotech companies to further ensure the on-going vitality of one of the country’s most economically robust districts. Janneke has also pursued certain political ambitions during her career, running for City Council in both Salt Lake City, UT and Cambridge, MA. Janneke has a passion for not only helping the communities in which she lives by serving on various non-profit boards. She was the first graduate to receive a Master of Urban Planning degree from the University of Utah, where she also completed her undergraduate studies in Urban Planning. Janneke is a published author with her debut children’s book MOMMY MAYOR being released in early 2026. Janneke was born near Sundance, Utah, where she developed her love for the mountains. She now resides in New York City.
ALI GRAHAM
Ali Graham is a Strategic Real Estate Advisor and Global Executive with more than two decades of international business experience and a proven track record as an active developer and investor. She specializes in providing strategic advisory and investment analysis to family offices and institutional investors worldwide, bringing an institutional-grade approach to real estate with a focus on multi-family development projects, investment property acquisitions, and high-end new home sales.
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For over a decade, Ali has been deeply engaged as a real estate investor and developer across North American and international markets. Her expertise spans investment valuation, risk assessment, and delivering measurable results for sophisticated clients.
Ali’s career foundation was built on 27 years in executive management and sales leadership in New York, where she held senior roles at major global technology companies, including IBM, Salesforce, and Amazon. This experience honed her ability to drive complex sales strategies, lead international business development, and manage large-scale global initiatives. The relationships and global network she built during this time now directly benefit her real estate clients.
A passionate advocate for financial literacy, Ali frequently speaks to young women and professionals about real estate investing and first-time home buying. She also volunteers with local organizations, including Heart of the Hamptons. Ali resides in New York City and Sag Harbor with her husband and teenage son.
CLAUDE GRUNITZKY
Claude Grunitzky is the CEO of The Equity Alliance, a private equity and venture platform advancing inclusive growth by connecting capital with diverse founders. A seasoned entrepreneur and global executive, Claude has built a career at the intersection of media, finance, and innovation.
He is the founder of TRUE and TRACE TV, pioneering media platforms that amplified multicultural voices worldwide. His leadership spans private equity, venture investing, and cultural strategy, with a proven track record advising Fortune 500 companies, global institutions, and emerging enterprises.
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A passionate advocate for equitable access to capital, Claude also co-founded Equity Alliance Ventures, backing diverse early-stage companies. Frequently sought after as a speaker and writer, he brings deep expertise in inclusive investing, cultural capital, and sustainable growth.
CHRISTINE PRYDATKO
Christine Prydatko is the Founding Partner of Logic Families, a reimagined next-gen family office she co-leads with Chelsea Toler and Chris Fronda. She is also a founding partner of Simple Spirits, a fully sustainable spirits portfolio with an innovative social impact model. In addition, Christine serves as Co-Publisher and SVP of Business Development at James Lane Post, a media company and publication on the East End of Long Island, New York.
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Her portfolio includes roles as an investor and advisor at Everle, a company revolutionizing social media with a focus on data privacy and mental health, and as an investor in the GP of Wondership Capital, a private equity firm focused on real assets in real estate and infrastructure aligned with planetary health. Christine also serves as Co-Chair of the committee for the UK Royal Family’s Queen Elizabeth II Commonwealth Trust.
In the Press: Forbes Podcast · Crain Currency · Gurus Magazine · Park Magazine NY · Grit Daily
TIAN WEINBERG
Tian Weinberg is Chief Operations Officer at Oaktree Solutions, a global venture consulting firm that guides entrepreneurs and organizations to navigate the intersection of business, politics, and regulatory affairs – and turn government affairs into growth. Her work focuses on building durable public-private partnerships that drive economic growth and community impact.
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Prior to Oaktree, Tian served as Chief of Staff at the New York City Department of Small Business Services (SBS), where she directed agency operations, public affairs, and key initiatives supporting the city’s economic recovery from the COVID-19 pandemic. During her term, the City helped small businesses avoid $15 million in fines, facilitated $265 million in small business financing, and advanced workforce development, neighborhood revitalization, and support for minority- and women-owned businesses across all five boroughs. She was recently recognized as an “Asian Trailblazer” by City & State New York.
CHELSEA TOLER
Chelsea serves as the President of her Family’s Foundation, The Family Foundation, focused on supporting sustainable philanthropy, next gen education, and intergenerational impact collaborations worldwide. Chelsea also serves as the Co-Founder for Logictry, focused on elevating experts and human reasoning in the era of AI. Their newest initiative is focused on launching ALI Logic Centers alongside PVBLIC Foundation with some of the world’s leading philanthropic families. Next gens, Country Leaders, and experts.
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Passion for supporting movements and accelerating impact journeys through community building and education has been the driving force behind Chelsea Toler’s career. Chelsea has always been excited about lifelong learning and helping the learner’s journey to ensure they have access to the mentorship, capital, technology, and tools they need to succeed.
Chelsea grew up in Austin, TX where she graduated Phi Beta Kappa from the University of Texas. Chelsea received her PhD in Professional Adult and Community Education with a research focus on next gen women inheritors. Chelsea has been able to help move $150+ million towards impact initiatives in alignment with the United Nations Sustainable Development Goals and served as the first fundraising team member for I Live Here I Give Here where she helped to raise $10+ million in 24 hours for 750 nonprofit organizations as a part of the Amplify Austin Day campaign.
It is most important to Chelsea that current and rising leaders have access to education, technology, communities, resources, and platforms necessary to reach their full potential and to help equip them to move from dependency to decision makers in an AI transition and great wealth transfer era.
CONRAD FREDERICK GOMEZ
Conrad Frederick Gomez serves as the President of Cairi Legacy Partners, the Lee-Wen Single Family Office, investing in Real Estate, Venture Capital, and Private Equity, with a strategic focus on Multifamily Real Estate, Frontier Tech, BioTech, MedTech, FinTech, and Media – with offices in Austin, New York, Palm Beach, and Antibes. Mr. Gomez is also CEO, Founder, and Managing Partner of IRONHORN, where he leads investments, governance, and operations for a private, select circle of Single Family Offices.
Previously, Mr. Gomez served as CEO of Sky and Ray, the Single Family Office of the Sikorsky family, whose distinguished lineage traces back over 85 years to Igor Sikorsky, inventor of the world’s first successful helicopter, the Sikorsky R-4 — deployed by the U.S. military and allied forces during World War II. Sky & Ray completed more than 200 investments globally across media, technology, private equity, venture capital, alternatives, and real estate.
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Mr. Gomez also previously served as President of Copia Wealth Studios, an AI-native mobile wealth management operating system supporting more than 300 Family Offices and 1,100 registered investment advisors. Copia emerged as a leading financial services platform integrating advanced AI capabilities with institutional-grade private wealth infrastructure.
Previously, Mr. Gomez was Executive Director & Head of Strategy of Alpha Square Group (ASG), a multi-billion AUM Family Office investing in global ingenuity across public and private markets. ASG’s portfolio includes early and growth investments in Snapchat, Uber, DigitalOcean, Anthropic, Figma, OpenAI, Figure AI, CoreWeave, Lambda Labs, and Elon Musk’s xAI. ASG manages strategic relationships across a private community of more than 1,200 family offices world wide. Mr. Gomez continues to serve on ASG’s Advisory Board as a key strategic partner, cultivating the ongoing growth of their global Family Office platform.
Earlier in his career, Mr. Gomez was Chief Administrative Officer of Mark Edward Partners, an international risk management and advisory firm providing counsel to family offices and multinational corporations across 92 countries, headquartered on Park Avenue in New York City with additional offices in Palm Beach, Beverly Hills, and London.
Outside of the professional realms of finance and technology, Mr. Gomez has distinguished himself in both creative and competitive arenas. As a professional photographer, his campaigns for major global brands reached audiences of more than 105 million people, and in E-Sports he defeated the two-time reigning Evo World Champion of Tekken—the leading fighting game franchise of all time—in the Grand Finals of a major international tournament.
Mr. Gomez is 1 of only 3 people actively trained in negotiation by his best friend Chris Voss, former FBI Chief International Hostage Negotiator, Harvard lecturer, and founder of The Black Swan Group. He also serves as Chair of the Choate Rosemary Hall Alumni Committee and as an Advisor and Industry Partner to the Jacobs Technion-Cornell Institute. He is an alumnus of Choate Rosemary Hall, Cornell University, and Yale University YEI Fellow.
ALEJANDRO DABDOUB
Alejandro Dabdoub is a real estate entrepreneur, investor, author, and business leader with more than two decades of experience spanning multifamily development, mixed-use real estate, hospitality, finance, and strategic investments across the United States and Mexico.
He is Partner at AOG Living, formerly Allied Orion Group, a vertically integrated real estate platform specializing in the development, construction, and management of multifamily communities throughout the United States. Since joining the partnership in 2012, Alejandro has contributed to the firm’s expansion into a nationally recognized operator with thousands of residential units under development and management. His work focuses on long-term value creation, strategic partnerships, capital structuring, and disciplined execution across major U.S. markets.
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In parallel, Alejandro is Partner at FOINVERSION, a Mexico-based real estate development firm focused on large-scale mixed-use and commercial projects. The firm’s portfolio includes Sania, an approximately one-million-square-foot mixed-use development, Ahuehuetes, a major commercial project, and the FM1 Fund, which supported the development of approximately 800 condominium units across Puebla and Guanajuato.
Earlier in his career, Alejandro founded Sun Financial Texas and affiliated investment entities focused on multifamily, retail, condominium, and land development projects throughout Texas. Over the years, he has also operated businesses across hospitality, retail, wine distribution, and film production, bringing an entrepreneurial perspective that bridges investment, culture, and long-term brand development.
Beyond business, Alejandro has emerged as an internationally recognized voice on leadership, ethics, and artificial intelligence. He is the author of The Human Algorithm: Leadership and Ethics in the AI Era, an international award-winning and bestselling book exploring ethical leadership and human-centered decision-making in an age of accelerating technology. His second bestselling publication, Four Minds, Guarded Souls, further examines leadership, responsibility, and values in the context of advanced AI and societal transformation.
Alejandro is also Executive Producer and Strategic Partner of Bernadette de Lourdes, the internationally acclaimed musical production inspired by the life of Saint Bernadette, supporting the project’s cultural expansion, educational initiatives, and global partnerships.
His institutional and civic involvement includes serving on the boards of PASMA and PASMAA, organizations affiliated with IPADE Business School, as well as memberships with the Baker Institute for Public Policy at Rice University and the Lumen Institute. He is also active in philanthropic and cultural initiatives supporting ethics, education, leadership, and human development, including Fundación Corpus and collaborations with major artistic and educational institutions.
Fluent in both Spanish and English, Alejandro brings a cross-border perspective shaped by entrepreneurship, cultural stewardship, and long-term strategic thinking across business, technology, and society.
JONICE GRAY
Jonice Gray is the Chair of the Consumer Financial Services practice at Paul Hastings . She is ranked Band One in Chambers for her work in Consumer Finance Enforcement and Investigations and is ranked in Consumer Finance Compliance, where she was described as a "whip smart, high-profile and experienced," attorney who is "very well connected in the regulatory world." Forbes has recognized Jonice as one of the top 250 lawyers in the US.
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Jonice specializes in work with banks, non-bank financial institutions and other companies providing financial products and services. She works with many of the largest bank and non-bank financial institutions, fintechs, and retailers whose business operations include consumer and small business finance. Jonice’s work is focused on representing corporate and individual clients in high-stakes legal proceedings, including matters initiated by state and federal regulators, private civil litigation, congressional investigations, and internal investigations. Jonice also counsels clients on compliance with consumer protection laws and is considered one of the nation’s experts in Fair and Responsible Lending. Jonice is a past chair of the ABA’s Banking Law Committee, sits on the Banking Advisory Board of Law360, the Banking Law Executive Council for the Federal Bar Association, and the Board of Regents for the American College of Consumer Financial Services Lawyers. She is a member of the Board of Directors of Marriott Vacations Worldwide and a graduate of Yale Law School.
JENÉ ELZIE
Jené Elzie is a commercial operating executive and corporate board director with more than 25 years of experience building and scaling go-to-market organizations across the sports, media, and lifestyle industries, with a track record of designing and scaling new business lines—from start-ups to multi-billion-dollar global organizations.
She currently serves as Chief Marketing Officer at Dunes Point Capital, a middle-market private equity firm focused on B2B industrial and business services. Her career also includes senior commercial leadership roles at the National Basketball Association as Head of International Marketing, VP of International Commercial Development at Comcast/NBC Universal, and Chief Growth Officer at Athletes First Partners.
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Jené brings deep corporate governance experience spanning both public and private equity-backed companies. She is an independent director of Zeta Global (NYSE: ZETA), where she chairs the Nominating & Governance Committee. She previously served as an independent director of Invited, Inc. (formerly known as ClubCorp) and Varsity Brands, and has held advisory board roles with Altius Sports Partners and Molo Marine Management. Across her board and advisory portfolio, she has been part of four successful company exits since 2021.
Jené holds a B.A. in Economics and an M.A. in Organizational Behavior from Stanford University, where she was also an All-American gymnast. She has served on the boards of Stanford Alumni Associates as well as Stanford Athletics Department. She is a frequent public speaker and has been a guest lecturer at the Stanford Graduate School of Business, Columbia University, and NYU.
LISA MORRIS
Lisa is an Entrepreneur, Investor, Theater Producer and Philanthropist. She founded the travel company Road Concierge, which was acquired by the global travel agency ALTOUR and is now under the AltX/Internova group of travel companies.
After the acquisition, Lisa began investing her own funds into a variety of Impact Investments. She is an Activator with Coralus, a philanthropic venture fund that supports and funds Female Founded companies. She is an Entrepreneur-In-Residence with the NYSERDA program, and an EarthShot Prize nominator. She is a member of NEXUS Impact Society, 3i, IPI/Campden Wealth, Apex Global, The Unreasonable Collective, 361 Firm, Global Leaders Investment Club, IANUA, CEOCoffee, Logictry, Top Tier Impact, and the Adoreum Club.
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Lisa has held senior roles with several nonprofit organizations including Epic Foundation ,Mary Tyler Moore Foundation, AKS Family Foundation and as the Director of Philanthropic Services for FORCE Family Office. She sits on the Advisory Boards of Vital Options International, Camp Papillon Animal Rescue, CareLink 360, Coda, Thrive BioSciences, Funds4Charity, WiTT Fund Advisory council, and the US Advisory Committee for the Queen Elizabeth II Commonwealth Trust.
She currently serves as the Managing Director of AKS Family Partners LP, a single family office based in NYC. Lisa is passionate about demonstrating how you can still make significant returns while investing in people, purpose, and planet.
FELITA HARRIS
Felita Harris is an accomplished global leader in the fashion industry, celebrated for her transformative impact over a distinguished 25-year career spanning both corporate and nonprofit sectors.
She has held senior executive roles at some of the industry's most iconic luxury brands, including Donna Karan (formerly owned by LVMH), Alexander Wang, and Lela Rose, where she led wholesale, franchise partnerships, and retail strategy, driving significant business expansion and global distribution. Her leadership has supported the growth of businesses with revenues exceeding $100 million, showcasing her ability to scale operations, optimize performance, and deliver sustained financial impact. Felita’s expertise in strategic growth, brand development, and global market positioning has firmly established her as a driving force in fashion.
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As the Executive Director and Co-founder of RAISEfashion, a 501(c)(3) nonprofit network of fashion industry leaders, Felita has leveraged her extensive expertise to drive innovation, foster growth, and create opportunities for emerging talent. Under her leadership, RAISEfashion has become a catalyst for advancing equity and inclusion in the fashion industry. The organization’s signature initiatives include masterclasses, mentorship programs, and an expanding HBCU internship program, which provide vital resources to the next generation of talent. Felita has led advisory support for over 500 emerging brands and interns through a global network of more than 400 pro-bono industry advisors, collectively facilitating over $1.2 million in grants. She has also spearheaded landmark events, such as NYFW previews showcasing over 20 brands seasonally, solidifying the organization’s role in shaping a more inclusive and sustainable future for fashion. These efforts empower designers and creatives with the tools, funding, and networks necessary to excel in a competitive industry.
Felita is also the Founder and CEO of Felita Harris Consultancy, a firm dedicated to delivering strategic guidance to leading fashion and retail organizations. Her work focuses on crafting tailored solutions that drive business growth and innovation. She has cultivated impactful partnerships with global companies such as LVMH, Tapestry Group, Standard Hotel, Neiman Marcus Group, Abercrombie & Fitch, Amazon, and Mastercard Priceless. By bridging corporate relationships with social impact initiatives, she has been instrumental in advancing RAISEfashion’s mission of fostering opportunities for underrepresented talent.
Felita’s editorial perspectives have been featured in leading publications, underscoring her influence as both a thought leader and industry innovator. Her work has been profiled in WWD, Vogue, Essence, Business of Fashion, Vogue Business, Glossy, Fashionista, Elle, and CFDA, highlighting her role in shaping the future of fashion and driving systemic change.
Felita has been honored as a member of the Vogue 100 and received prestigious accolades including Luxury Daily’s Women to Watch, Fashion Group International’s Hilldun Business Innovator for Tech, the Savoy Laureate Award, Girl Scout Greater New York’s Women of Distinction, Judge for Miss Teen USA, and the BRAG Business Achievement Award. These honors reflect her enduring impact on the industry and her dedication to driving meaningful progress. Through her accomplished leadership and unwavering dedication to equity, innovation, and sustainability, Felita Harris continues to shape the future of the fashion industry.