Our Mastermind Group

 

"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"

 

 

Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.

James Sekel — Senior Vice President of Private Banking at TriState Capital Bank
In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.

Tommy Mayes — Executive Advisor of Sungate Capital, LLC
SunGate is a single family private equity and investment office. Tommy serve as advisor to the Chairman on investment and governance matters, and works with executives and management teams of our portfolio of companies on both a strategic and operational basis. He serves on various boards of directors of portfolio companies. He is also President of Investors Preferred Life, a leading provider of bespoke private placement solutions for astute investors with significant assets exposed to taxation. Last year, the company was named by S&P Global as one of the fastest growing insurance companies in their annual rankings, as assets under management doubled.

Stephen F. Rasnick — President of 90 Degree Benefits
Starting his first TPA, Claims Administration Services, Inc (CASI) in 1982. Within three short years, that TPA became the largest in Illinois, providing services for more than 150 employers and 125,000 members. It was acquired by the Travelers Insurance Company to become the cornerstone company in a national network of TPA organizations that they were developing. Steve, operating as President, grew that organization to the third largest national TPA organization. Steve currently serves as President of the Health Care Administrators Association (HCAA) and is a past officer and director of the Self Insurance Institute of America (SIIA), founding director of the Self Insurance Institute of Illinois, a member of the International Claims Association and is a frequent national speaker on benefit and administration issues.

Sheri Fiske Schultz, CPA, ABV,CFF — Managing Partner of Fiske and Company
Sheri Fiske Schultz brings over 35 years of experience to her clients, offering both professional expertise and practical insight toward business valuations and litigation support services. Sheri holds the designation of Accredited in Business Valuation and is Certified in Financial Forensics. A frequent speaker on topics such as business valuation and forensic accounting, she also has broad-based tax experience in mergers and acquisitions, reorganizations, estate issues and tax compliance. During her time as Chair of the Business Valuation/Litigation Committee for the Florida Institute of Certified Public Accountants, Sheri helped to develop the Valuation and Litigation Section for Florida; additionally, she was a member of the Board of Governors for the FICPA.