Thomas Carroll is the chief executive officer of GenSpring Family Offices, SunTrust’s multi-family office affiliate providing independent advice to families of substantial wealth. Thomas most recently served as the managing director for the Sports & Entertainment Specialty Group for SunTrust Banks, Inc. In that capacity Thomas managed a group of advisors, who provide private wealth management services to sports and entertainment professionals, and corporate banking services to film, music and sports organizations.
A 16-year SunTrust veteran, Thomas has held increasingly responsible positions in the Private Wealth Management business. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Prior to that position, he spent several years advising high-net-worth client relationships.
A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University, and a license as a Certified Financial Planner™.
Mike Santone is the chief operating officer of GenSpring Family Offices, SunTrust’s multi-family office affiliate providing independent advice to families of substantial wealth. Mike spent his prior five years as the chief financial officer for SunTrust Banks, Inc.’s Wealth & Investment Management line of business. In that capacity Mike served as a strategic advisor to executive management with oversight for all finance and accounting activities for SunTrust’s Wealth & Investment Management businesses including GenSpring Family Offices, SunTrust Investment Services, RidgeWorth Investments, SunTrust Institutional Investment Solutions, Sports & Entertainment, and SunTrust Private Wealth Management.
A 13-year SunTrust veteran, Mike has held increasingly responsible positions in finance including managing SunTrust’s financial reporting function which included external corporate reporting to the Federal Reserve Bank and Securities & Exchange Commission.
A native of Philadelphia, Mike holds a Bachelor of Science degree in Accounting from Barry University, and a license as a Certified Public Accountant in the state of Georgia.
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.
Ernie Dawal is the chief investment officer of Wealth & Investment Management for SunTrust Banks, Inc. and for GenSpring Family Offices, an affiliate of SunTrust Bank. In these roles, Ernie is responsible for oversight of the investment strategy for all business units within Wealth & Investment Management and for oversight of GenSpring’s investment organization. He is based in Atlanta and maintains a secondary office in Jupiter, Florida.
Ernie rejoined SunTrust in 2011, as chief investment officer. He originally joined SunTrust in 1992, as senior portfolio manager and vice president, and managed a team of portfolio managers, providing investment services to high net worth personal trust, investment agency, retirement and endowment investment portfolios. His previous experience includes: executive vice president and senior director of investments for Wells Fargo Wealth Management, and Wells Fargo-Wachovia merger, as well as chief investment officer for Wachovia’s Wealth Management Business.
Ernie began his career working for the U.S. Government in a variety of positions within the U.S. Department of Commerce and the U.S. Department of Defense. He also served as a financial analyst for US Airlines and Piedmont Aviation.
Ernie earned a Bachelor of Arts degree in Business Administration and International Studies from the American University, Kogod School of Business & School of International Service, Washington, D.C. He earned a Master of Business Administration from Wake Forest University’s Babcock School of Management, and holds a Chartered Financial Analyst (CFA) designation.
David Bokman has been with GenSpring Family Offices since 2001. As chief advisory officer, David is responsible for the leadership and management of our network of family offices and the delivery of the overall client experience.
David founded GenSpring’s Atlanta family office in 2001 and served as its president until 2006. From 2006 through 2012, he served as head of the firm’s Wealth Advisory Center where he was responsible for firm-wide development and support of all non-investment deliverables offered to GenSpring client families.
David has a deep and varied background 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 with Arthur Andersen & Co. and as a partner with the King & Spalding law firm. Prior to joining GenSpring, he was a vice president at Goldman, Sachs & Co., where he assisted high net worth families with 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).
Michael Woocher is currently a member of the executive team at GenSpring Family Offices. Michael was a member of the senior leadership team at GenSpring from 2008-2011 when he served as president of the Atlanta - Buckhead family office and later had responsibility for GenSpring business development efforts throughout SunTrust Bank. Michael held increasingly responsible roles within SunTrust Private Wealth Management from 1997-2007 before joining GenSpring. He returned to SunTrust Private Wealth Management as a managing director from 2011–2012. Michael has advised wealthy families on a wide range of investment and wealth planning issues since 1997.
He is an attorney and a CERTIFIED FINANCIAL PLANNER™. He has held multiple securities and insurance licenses, including the Series 7, 66 and 24.
Michael received his JD from the University of Georgia School of Law and BA from Emory University. He is on the Board of Trustees of the Atlanta History Center, William Breman Jewish Heritage and Holocaust Museum and Friends of the First Tee of East Lake.
Michael is married with 4 sons and resides in Atlanta, GA.
Chris Chandler is a member of the executive team of GenSpring Family Offices. As head of portfolio implementation and investment experience, Chris has oversight and responsibility for the quality of client investment experience and implementation throughout GenSpring’s network of family offices.
Chris maintains an active role with the Investment Advisory Center as a member of the Investment Policy Committee which has responsibility for implementing and monitoring the execution of the investment strategy of the firm. Chris is also a member of the Investment Strategy Steering Group, the Manager Selection Group, the Portfolio Construction Group and the GenSpring Risk Committee. Further he leads the Family Investment Officer Council, which is a forum for GenSpring’s investment professionals to collaborate and share best practices around advising and serving the unique needs of wealthy individuals and families.
Chris joined GenSpring in 2004 as vice president and family investment officer, since that time he has held increasingly responsible positions within the firm’s investment organization. Prior to joining GenSpring, Chris was a consultant with Hartland & Co in Cleveland, Ohio where he worked with investment committees of pension plans foundations, endowments, non-profits and families to design, implement and monitor investment strategies. Prior to Hartland & Co., Chris was an officer of Mellon Financial Corporation in Boston working with high net worth individuals.
Chris was awarded a B.S.B.A. from Boston University, School of Management and an M.B.A. from Case Western Reserve University’s Weatherhead School of Management. He holds the designations of a CFA charter holder and Chartered Alternative Investment Analyst. Chris is a member of the CFA Institute and the CFA Society of South Florida.
Daisy Medici joined GenSpring Family Offices in 2006 and is the Managing Director of Governance and Education. Daisy focuses much of her time on delivery of the firm’s proprietary Wealth Management Process, coaching and mentoring GenSpring professionals in the non-investment components of this process and working alongside GenSpring’s advisory teams as they work with their client families to identify wealth objectives and develop long range strategies critical to sustaining wealth over generations. Daisy’s forte lies in facilitating family meetings that focus on the preservation and continued development of non-financial Family Capital, both Human and Intellectual. Her strong suit is in helping families sustain their wealth by establishing strategic, effective systems of family governance.
Daisy is also a frequent speaker on the topic of family governance and all that effective governance involves. Among the many topics Daisy addresses are Family Communication, Family Conflict and Recovering Trust, Non-investment Risk Management, as well as the importance of Family Governance & Family Policies in Sustaining Wealth across Generations. Daisy has been a contributing author for Families in Business Magazine.
Daisy brings to GenSpring Family Offices extensive experience in the family business space. Prior to joining the firm, Daisy was a partner at The Roseview Group, an investment banking and family business advisory firm where she worked with client families and focused on new business development and marketing. Prior to Roseview, she was Managing Director of Genus Resources, LLC, a business consultancy catering exclusively to the needs of family enterprises.
Daisy earned her graduate degree in Communications Management at Simmons College in Boston, MA. She has been an active member of The Family Firm Institute for many years, was co-chairperson of the Family Firm Institute’s Annual Conference in October 2005 and chair of the Advisory Committee for the Family Firm Institutes 25th Anniversary Conference in 2011. Daisy currently co-chairs the Program Committee for the Family Firm Institute’s New England Chapter.
Mike joined GenSpring Family Offices in 2002 and is currently the firm's Chief Investment Strategist and a member of the Strategic Investment Advisory Committee. In this capacity, he is responsible for the firm's asset allocation and portfolio construction decisions and is also an integral member of the firm's Manager Selection Committee. Mike is also responsible for oversight of the firm's registered vehicle, Growth Capital Portfolio, and represents the firm's Investment Advisory Center on a quarterly basis with the fund's external Board of Directors, where he provides investment updates. Prior to his role as Chief Investment Strategist, Mike oversaw GenSpring's Manager Selection Process, where he was responsible for oversight of approved managers, as well as the design and implementation of process enhancements. Mike has spent the past eight years conducting diligence on many of GenSpring's external investment managers and is responsible today for maintaining coverage over some of the more significant investment relationships for the firm.
Mike has been interviewed for various industry publications and has been quoted in Barron’s as an industry expert. He has also participated in several industry conferences, and was featured in a panel at MAR Hedge’s 2006 Bermuda Conference entitled The Trusted Advisor Dynamic which focused on hedge fund manager selection from the viewpoint of multi-family offices as well as other trusted family advisors including lawyers, accountants, and registered investment advisors.
Prior to joining GenSpring, he spent three years performing equity research for SunTrust's Robinson Humphrey Capital Markets Division in Atlanta, Georgia. Mike graduated magna cum laude with a finance degree from The Florida State University, and has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is a member of the CFA Society of South Florida.
|Thomas M. CarrollChief Executive Officer||David BokmanChief Advisory Officer|
|Christopher C. ChandlerHead of Portfolio Implementation and Investment Experience||Ernest N. Dawal, Jr.Chief Investment Officer|
|Daisy E. MediciManaging Director of Governance and Education||Michael J. MurgioChief Investment Strategist|
|Henry (Hap) PerryFounder and Chairman Emeritus||Michael J. SantoneChief Operating Officer|
|Michael A. WoocherHead of Client Development|
|Family Office Professionals Resource Center Professionals|