GenSpring's Resource Center houses centralized activities:
advisory centers for planning, investment and fiduciary experts, a learning center, and operations and technology groups. The specialized areas of the Resource Center work synergistically with each local family office to provide our GenSpring clients with:
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.
Tim Tallach leads GenSpring’s Wealth Advisory Center. In this role he is responsible for the firm-wide development and support of all non-investment deliverables offered to GenSpring client families. Tim has been with GenSpring since 2003 when he joined as a family wealth advisor in the Atlanta family office. In 2006, he assumed a leadership role in our Wealth Advisory Center where he provided direct technical support to our community of wealth advisors and assisted in the ongoing integration of GenSpring’s unique holistic approach to wealth management across all of the firm’s service offerings
Tim has over 16 years experience working exclusively with ultra-high net worth individuals on tax, financial and estate planning matters. Prior to joining GenSpring, Tim worked as a tax manager with a global accounting firm as part of its Product Development and Family Wealth Planning Specialty Team. There he worked in the design, development and implementation of proprietary financial products and tax strategies for affluent private clients as well as managed multiple Forbes 400 and Fortune 1000 estate planning engagements.
Tim graduated magna cum laude from Centenary College (B.S. Accounting / Business) and earned his J.D. from University of Arkansas School of Law. He is a licensed attorney, Certified Public Accountant and has held several securities and life insurance related licenses and certifications.
As one of the two Senior Partners heading GenSpring's Family Business Center, Steve Salley, 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 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 BA 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.
As one of the two national Directors of GenSpring's Family Business Center, JoEllen Ross, 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 BA 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.
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.
Pete Balderston joined GenSpring in 2006 and has responsibility for all GenSpring operations including, oversight for change management activities which seek to impart growth, scale and uniformity to the firm's expanding organization. Peter is also involved in the firm's acquisition activities, including due diligence, valuation, transaction structure and terms, and post-closing integration activities.
Prior to joining GenSpring, Peter spent 10 years at JPMorgan's Private Bank where he was most recently business manager for the Private Bank's loan and deposit products. Prior to JP Morgan, Peter worked in a New York City-based multi-family office.
Mr. Balderston holds a M.B.A. from Stern School of Business and a B.A from St. Lawrence University.
Robert Trinchet joined GenSpring in November of 2005. As GenSpring's chief information officer (CIO), his focus is establishing and supporting the company's technology direction. Robert joined GenSpring from Kaiser Permanente where he was divisional CIO for the Midwest region and CIGNA where he supported the Midwest and Southeast regions as Vice President of Information Management and Technology.
Robert holds an MBA with a concentration in Information Technology and a BSEE in Electrical and Computer Engineering from the University of Miami.
|Resource Center Professionals|
|Investment Advisory Ernest N. Dawal, Jr.Chief Investment Officer||Innovation & Learning Michael A. WoocherHead of Client Development|
|Wealth Advisory Timothy M. TallachHead of Wealth Advisory Center||Operations
Peter BalderstonManaging Director,
Operations & Integration
|Family Business & Fiduciary Stephen G. Salley, Esq.Chief Fiduciary Officer JoEllen RossChief Fiduciary Operations Officer||Technology Robert TrinchetChief Information Officer, Technology|
Through a process called capital sufficiency ( i.e. the degree to which you have enough to do what you want to do), GenSpring helps clients answer this difficult question.
Read about The Family Accord ModelSM GenSpring created to help families with a closely held business.
Families of wealth face various elements as they navigate through the opportunities and obstacles of life with wealth.
View The Wealth Map, a sample guide for the journey to enlightened ownership.