Brian Hughes
Brian works exclusively in the family office and family wealth advisory industry focusing on business development best practices. Working with boutique, independent and national firms, he works to improve their results, focusing on lead generation and lead conversion strategies, as well as pipeline and people management. He developed the HGS Client Acquisition Operations Manual, which was created with over 20 years of practical implementation working with dozens of firms and hundreds of affluent families. Brian has coached and mentored hundreds of successful CEO's and advisors on business development and growth. Brian is a graduate of the Wharton Private Wealth Management program and received is BS in Marketing and Economics from the University of Tampa. He resides in a Philadelphia suburb with his wife Carey and two young children.
Gregory Roll
With more than 20 years of experience in the family office and wealth management space, Gregory has created, built and evolved brands—conveying strategic vision through compelling storytelling. He speaks to business needs, while inspiring creative innovation with storied wealth management clients, such as Offit Capital and Pitcairn. He focuses on key milestones of clients’ sales and relationship timelines to strengthen and grow the business—always seeking to conceive and promote an authentic, differentiated brand for them in the marketplace. He focused on Increasing brand awareness, creating brand differentiation and delivering brand performance for leading family office and RIA business, such as Badgley Phelps and The Presidio Group, as well as worked with lift-outs groups seeking their independence from private banks, such as Luminous Capital. Gregory earned a BFA from The Cooper Union and MPS from New York University. He and his wife Kate have two young children and reside just North of Manhattan, in Pelham Manor, NY.