April 2018 Breakfast Series: Family Offices

Kristi Kuechler is the President of the FOX Private Investor Center and is actively involved in of the FOX Private Investor Council and FOX Direct Investing Network. Kristi is based in San Francisco. Kristi joined FOX in 2016 after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all membership matters. Kristi also created the Wealth Management program at Stanford University and ran it for three years. Kristi has a bachelor’s degree from University of California-Davis and a masters in educational policy from Stanford University.

Christopher Jackson is the President of SFG Asset Advisors and manages the fund of funds program. Prior to SFG, Mr. Jackson helped build and manage three different hedge fund management firms in both strong and weak markets. From 1999-2002, Mr. Jackson was a Partner and COO of Barbary Coast Capital Management where he managed all non-investment operations. In 1998, Mr. Jackson helped co-found Hoover Capital Management where he raised $100 million in institutional and private assets and managed the growth and development of the firm. He previously worked at Emerging Growth Management where he was the Head of Marketing and assisted with client service. Mr. Jackson graduated from Lehigh University in 1990.

Ron is the partner in charge of Seiler’s Family Office practice, a team of over 50 professional who provide a range of strategic financial services to more than 65 of the Bay Area’s most affluent and successful entrepreneurs and multi-generational families. He has overseen the practice’s rapid growth in the past several years, resulting in quadrupling the size of the practice, expanding its service offerings and developing a highly scalable service delivery model.

Ron has over 20 years of experience in finance and accounting, having started his career at Ernst & Young and moving on to senior finance roles at companies in a range of industries, including professional sports, green technology, food and beverage and education.

Heather Pelant joined Baker Street Advisors in 2016. She is a member of the firm’s Management Committee and works closely with clients on their investment and financial strategies.

Prior to joining Baker Street Advisors, Heather served as BlackRock’s Head of Direct and Personal Investing business. She began her career in 1998 advising wealthy investors and has extensive expertise in both asset and wealth management. Her industry experience includes Morgan Stanley and BlackRock in San Francisco, Toronto and Hong Kong.

Heather earned a MBA degree from the Kellogg School of Management, an MA degree in Asian Studies from the University of Hawaii and a BA degree in Asian Studies from the University of Victoria, Canada.