Michael Holden
Chief Operating Officer

Mike was named chief operating officer of GenSpring Family Offices in November 2005. He was most recently chief operating officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision, where he was responsible for finance, operations, technology, client services and risk management for the global business. Mike was previously director of Global Wealth Management there.

A seasoned executive in the wealth management arena, Mike spent more than 12 years with The Chase Manhattan Private Bank, before Chase merged with JP Morgan in 2002. During his years at Chase he held progressively more responsible positions, including serving as chairman and president of The Chase Manhattan Bank of Florida and as US Market Manager at The Chase Manhattan Private Bank.

Mike serves on the Advisory Board of the Wolfsonian Museum at Florida International University (FIU). He holds degrees from St. Lawrence University (B.A.) and Columbia University (MA and MPhil).

Michael Zeuner
Senior Executive Partner

Michael Zeuner is the Senior Executive Partner of GenSpring Family Offices, where he is responsible for the leadership and management of GenSpring's network of local family offices in the United States and the delivery of the overall client experience. In addition, he is a member of the firm's Operating Committee.

Prior to his role at GenSpring, Michael was Managing Director and Global Head of Wealth Solutions at JP Morgan Private Bank. In this capacity, as a member of the executive team he had responsibility for strategic planning, branding, marketing and specialized advisory services (family governance, philanthropy and fine art wealth management) for the worldwide private bank.

A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as Vice President in the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase Manhattan merged in January 2002.

Michael graduated from Brandeis University and earned an M.B.A. from the University of Chicago School of Business. He also studied at The London School of Economics. He resides with his wife Julia, and three children in New York City.

Henry (Hap) Perry
Founder and Chairman Emeritus

After graduating from the Wharton School in 1970, Henry (Hap) Perry went to work for his family's businesses. He took on a variety of operational roles, leading start-up and turn-around situations in industries ranging from modular housing to sub-sea engineering to cable television. In addition to managing the family enterprises, he started a number of businesses on his own in the cable television, automobile, medical and real estate fields.

After selling most of the operations in the 1980s, the management of his family's liquid wealth became more of an increasing concern. In 1989, after 18 months of research, he began Asset Management Advisors, Inc. for himself and other members of his family. Asset Management Advisors, now known as GenSpring Family Offices, is a pioneer of the family office industry and is currently one the largest multi-family offices in the United States.

Hap is currently chairman emeritus of GenSpring and an active member of GenSpring's Investment Committee.

Jean L. P. Brunel
Chief Investment Officer

Jean is a widely recognized thought leader in the global investment community and is a 12-year member of GenSpring's Strategic Investment Advisory Committee (SIAC). He was appointed Chairman of this committee in early 2011, and subsequently became GenSpring's chief investment officer in April 2011. He serves on GenSpring's Operating Committee, and is currently a voting member of the SIAC's Manager Selection, Portfolio Construction, and Risk Committees.

Prior to joining GenSpring Family Offices, Mr. Brunel was the managing principal of Brunel Associates, a firm offering wealth management consulting services to ultra affluent individuals. He spent the bulk of his career in the investment management group of J.P. Morgan, where he worked in the U.S. and abroad from 1976 until his retirement in the spring of 1999. In 1990, he assumed the position of chief investment officer of J.P. Morgan's global private bank. Prior to that, he had served in New York, Tokyo, Hong Kong, Singapore and Melbourne, in various investment and managerial capacities.

Jean is the editor of the Journal of Wealth Management, published by Institutional Investor Journals and was a Trustee of the Research Foundation of the CFA Institute from 2004 - 2009. Further, he authored "Integrated Wealth Management: The New Direction for Portfolio Managers" (a book published in 2002 and in 2005 – Second Edition – by Euromoney Books) and a number of peer-reviewed articles. Jean is the 2011 recipient of the C. Stewart Sheppard Award presented by the CFA Institute in recognition of outstanding contribution to continuing education in the CFA profession. He is actively involved with Fondation France Unitiative, a charitable organization based in France.

A graduate of Ecole des Hautes Etudes Commerciales in France, Jean holds an MBA from the Kellogg Graduate School of Management at Northwestern University and holds the Chartered Financial Analyst designation.

David Bokman
Chief Wealth Advisory Officer

David has been with GenSpring Family Offices since 2001. As chief wealth advisory officer and head of GenSpring's Wealth Advisory Center, David is responsible for the firm-wide development and support of all non-investment deliverables offered to GenSpring client families.

Prior to taking on this company-wide role with GenSpring, David served as the founder and president of GenSpring's Atlanta office. David has deep and varied experience in a broad range of wealth management issues. He has investment banking experience with The First Boston Corporation and Morgan Stanley, and estate planning experience as a senior manager with Arthur Andersen & Co. and as a partner with the King & Spalding law firm in Atlanta, where he specialized in sophisticated estate planning for high net worth families. Prior to joining GenSpring, he was a vice president and investment manager at Goldman, Sachs & Co., where he assisted high net worth families on a broad range of investment management and financial advisory issues.

David is a Phi Beta Kappa, summa cum laude graduate of Yale College (1984) and has a J.D. degree from Yale Law School (1988).

Steve Barimo
Chief Marketing Officer

Steve Barimo joined GenSpring Family Offices in 2001. As Chief Marketing Officer, Steve is responsible for marketing and business development, including brand management and communications, new business development, media and public relations. In addition, Steve also leads GenSpring's Innovation & Learning Center, which is responsible for the development of research, white papers and learning programs for client families. Lastly, Steve is responsible for GenSpring's three national learning programs, including a Women's Retreat, Men's Retreat and multi-generational Family Symposium.

Steve is a recognized speaker on the topic of family wealth and has appeared on CBS' The Early Show, National Public Radio (NPR) and has been cited in several leading publications, including the Wall Street Journal and New York Magazine, along with various industry publications, including the Journal of Wealth Management and Family Business magazine. Currently, Steve serves on the board of directors of the Family Firm Institute as Treasurer and interim Secretary.

Prior to joining GenSpring, Steve was President of Sageworks, Inc., a developer of financial advisory software, which he joined after spending more than 10 years as an investment banker and advisor to entrepreneurs and family businesses, most recently as a Director with First Union Securities, Inc. He holds a bachelor's degree in Economics from Bucknell University and a Master's of Business Administration from The Fuqua School of Business at Duke University.

John T. Elmes, CFA
Head of Investments

As Head of Investments, John has primary responsibility for managing and integrating our investment views and activities and for day to day management of GenSpring's investment professionals.

As former co-chairman of the Mid Atlantic LFO, John Elmes had successfully transitioned his former practice and fostered its growth to $1.5 billion in assets under advisement.

Prior to joining GenSpring, John was a Director at Deutsche Bank Alex Brown in Baltimore, Maryland. John co-developed the Personal CFO group, which served families of significant wealth, offering investment, tax and estate planning services. John and his partner were managing in excess of $650 million for client families.

Prior to Deutsche Bank Alex Brown, John was a tax partner in the Private Client Services group of Arthur Andersen. He was a founder of Andersen's Investment Advisory practice and was one of the partners responsible for building the division to more than $5 billion in taxable high-net-worth assets under advisement. Specifically, John was the partner responsible for the nearly $1 billion Mid Atlantic investment practice, delivering comprehensive investment solutions for high-net-worth clients. John was one of Andersen's specialists in assisting clients with tax-efficient single-stock diversification, hedging strategies, and the implementation of portfolios in excess of $25 million.

John is a Chartered Financial Analyst, a member of the CFA Institute, a member of the Washington Society of Investment Analysts, and a former board member of the Make a Wish Foundation of the Mid Atlantic. He is Series 3, 30 and 65 registered. John graduated summa cum laude from George Mason University School of Business with a Bachelor of Science degree in Finance and Investments.

Eamon Kelly
Director of Human Resources

Eamon joined GenSpring Family Offices in 2006 as the director of human resources overseeing GenSpring's human resources function. In support of GenSpring's continued expansion, Eamon is focused on an aggressive talent acquisition strategy along with building a comprehensive organizational model that will support future growth.

Prior to joining GenSpring, Eamon spent more than 16 years in human resources with JPMorganChase and operated as an HR business partner for the wealth management business since 1994. Starting with the Technology, Operations & Client Services groups, Eamon assumed additional responsibilities for business groups such as U.S. and Latin America Client Relationship Managers, Investment Management, and Trust and Estate Professionals.

Eamon holds a Bachelor of Science degree in Economics from Iona College.

Santiago Ulloa
President, GenSpring Family Offices International

Formerly TBK Investments, Inc., GenSpring Family Offices International is led by Santiago Ulloa. Santiago founded TBK in 2000 to counsel and advise high net worth families from around the world. With his dedication to objective and ethical service he has overseen the dramatic growth of the office since inception.

In August of 2007, TBK joined forces with GenSpring Family Offices. Prior to his position at GenSpring, Santiago was with BBVA "Banco Bilbao Vizcaya" where he oversaw Private Banking for all of Latin America as well as product development and regional distribution for the Americas. He was an active member of the Council Board of Banco Provincial Overseas in Curazao (BBVA Group) and of the "BBVA American Fund Managers Limited" (BBVA's asset management firm). Previously, he represented Argentaria in Argentina and was member of the Directive Council of Banco Exterior of Argentina. Formerly, he was assistant manager of Banco Banif de Gestion Privada (BSCH Group) in Spain, where he was part of the international team managing Private Banking assets abroad and international clients within Spain.

Santiago attended the Universidad Compluterse, and he completed the Advanced Executive MBA Program at IESE in Barcelona, Spain. Santiago is a frequent guest speaker on CNN Español and is frequently featured in Dinero magazine among other business publications.

JoEllen Ross, CPA
Senior Partner, Family Business Center and Fiduciary Operations

As one of the two national directors of GenSpring's Family Business Center, JoEllen, along with Steve Salley, oversees all services for family held businesses owned by GenSpring families.

Prior to joining GenSpring Family Offices, JoEllen was a tax consultant with the Greenberg Traurig law firm, and prior to that was the managing partner with Andersen's Orlando office. In both of these positions, her emphasis was on tax and financial planning for high net worth individuals.

She received her Bachelor of Arts with honors in Accounting from Michigan State University. Her current civic passion is being on the Board and Finance Committee of Lighthouse, a not for profit organization dedicated to providing training for the visually handicapped.

Stephen G. Salley, Esq.
Senior Partner, GenSpring's Family Enterprise Center and Fiduciary Services Group

As one of the two senior partners heading GenSpring's Family Business Center, Steve, along with JoEllen Ross, oversees all family office services for family held businesses owned by GenSpring families. Additionally, they are the senior partners partnering with GenSpring's Fiduciary Group, the division that deals with all fiduciary operations for families and GenSpring's proprietary trust company, Teton Trust in Wyoming. Prior to joining GenSpring Family Offices, Steve was a shareholder at Greenberg Traurig PA law firm in Orlando. He is a certified tax attorney with over 30 years' experience focused on integrating family and estate planning, trust administration, and closely held business planning, as well as representing clients in tax controversies with state and federal tax authorities. His legal practice centered on representation of individuals, families and tax exempt entities, with a particular focus on the interrelationship of family planning and family enterprises.

A noted speaker and author, Steve lectures frequently on tax, succession planning, estate planning and fiduciary issues. He is a member of the Executive Council of the Florida Bar, Tax Section; co-chair of the American Bar Association's Committee on Estate Planning for Business Interests and Owners; and was formerly the Florida Bar liaison to the United States Tax Court. In addition to being a senior partner for the Family Business Center and the Fiduciary Services Group he is a participant in the firm's Innovation and Learning Center, GenSpring's training and intellectual property development arm.

Prior to joining GenSpring, Steve was been selected as one of the Best Lawyers in America by US News & World Report, listed in Florida Monthly as one of the top lawyers in Florida, and listed as one of the Legal Elite by Florida Trend Magazine. He received his Bachelor of Arts with honors from Harvard University, his JD with high honors from University of Florida Levin College of Law, and his LL.M, Taxation, from the University of Florida Levin College of Law.