I am honored to have the opportunity to serve on the Board of such an iconic and beloved company.. Want to connect with other businesses in the Latino community? View limitations & usage restriction. She started her over 40-year career in the banking industry at JP Morgan in New York in 1981 and in 1988 joined Banco Santander, S.A., where she established and led its international corporate banking business in Latin America in the 1990s. In 1995, he became a portfolio manager of the firms flagship funds, Davis New York Venture Fund and Selected American Shares. A recognized global leader in the wealth-management industry, she is a founder of the Institute for the Fiduciary Standard, an investor think tank. April 27, 2017 . He even managed the investments until 1996, when he brought in an outside chief investment officer. Dr. Gayle started her career in public health at the U.S. Centers for Disease Control and Prevention (CDC) in 1984, holding various positions, ultimately becoming the director of the CDCs National Center for HIV, STD and TB Prevention in 1995. Two distinguished investment leaders have been named to Carnegie Corporation of New Yorks board of trustees: Maria Elena (Mel) Lagomasino, CEO & managing partner "The people who come here have a fundamental belief in working in an unconflicted way for the family," she says. But many in the Latin American diaspora now feel that if they dont step up and do more to address social problems in their home countries, no one will. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. CEO & Managing Partner, WE Family Offices. She always knows exactly what to say and she is the bravest, most determined woman in the world. Maria LagomasinoPolitical Campaign Contributions2016 Election Cycle. Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners. Billie Jean King. Visit lattitude.net now! From AMA offices are small and high-touch, each with a maximum of 80 clients served by 15 employees organized into teams that typically include a chartered financial analyst, an accountant or tax lawyer (or both) and an administrator. WebMaria Lagomasino is 73 years old today because Maria's birthday is on 03/27/1949.Maria Lagomasino lives in Naples, FL; previous city include Miami FL.Mariaelena E Lagomasino, Early-life family experience in fleeing repression and suffering devastating financial loss has molded this banker's mission of safeguarding assets. Company's beverages at a rate of 1.5 billion servings a day. of her election, Ms. Lagomasino will serve on the Company's Committee began her banking career at Citibank in 1977. at Columbia University and an M.B.A. at Fordham University. We believe working at The Coca-Cola Company is an opportunity to build a meaningful career while helping us make a real difference on a global scale. From 2001 to 2006, she served as program director in the Global Health Program at the Bill & Melinda Gates Foundation. She has always developed a capacity to re-emerge even from the most difficult moments, with amazing strategies. Two distinguished investment leaders have been named to Carnegie Corporation of New Yorks board of trustees: Maria Elena (Mel) Lagomasino, CEO & managing partner of the fiduciary firm WE Family Offices, and Kevin J. Conway, vice chairman of the private equity firm Clayton, Dubilier & Rice (CD&R). The experience was frustrating. Explore our Purpose & Vision, History and more. If you're happy with cookies click proceed. In an industry where staff turnover can be debilitating, AMA has a 98 percent retention rate. in 2007, she spent three years at IBM Global Services as a senior consultant in supply chain and customer relationship management. WebMaria Elena Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March He served as Chief Operating Officer of Heineken N.V., one of the worlds largest brewers, from 2005 to July 2006, and as an executive board member of Heineken N.V. from 2001 to July 2006. Expand. Alexis M. Herman. $200,000 was awarded as stock and David B. Weinberg has been a Director of The Coca-Cola Company since 2015. Industry analysts believe it was the right choice. This fee covers financial planning for everything from risk management and asset management to advice on family governance, estate planning and educating children about wealth. WebSo how can the financial planning industry innovate health and wealth management in the post pandemic era? A graduate of Manhattanville College, Lagomasino earned graduate degrees from Columbia University and Fordham University. The approach enables AMA to maintain the intimacy of its offices even as it builds scale. Ms. Botn served as Executive Chair of Banco Espaol de Crdito, S.A., also a subsidiary of Banco Santander, S.A., from 2002 to 2010. We'll assume you're ok with this, but you can opt-out if you wish. She worked at the hospital, at her private clinic, raised four children and also volunteered her time to treat the poor. Mr. James Quincey. Maria Elena Lagomasino (age 74) is listed at 6597 Nicholas Blvd Apt 1801 Naples, Fl 34108 and is The Walt Disney Co. said Tuesday it has elected Maria Elena Lagomasino to be an 11th member of the conglomerates board of directors, which will soon consist of three women and eight men. She is also a Director of The Walt Disney Company. All Rights Reserved. These cookies do not store any personal information. Get the latest updates on G2C projects and events. The wealthy people in my country are the older generation, he said. Lagomasino is CEO and managing partner at WE Family Offices, which helps financially successful families organize and manage their wealth, and is a founder of the Institute for the Fiduciary Standard, an with success stories of renowned female change agents. With a staff that includes former tax partners from top law firms and ex-managing partners from leading accounting firms, Lagomasino says the high caliber of AMA's teams is another competitive advantage. He served as Chief Executive Officer and a Director of Marks & Spencer Group p.l.c., an international, multi-channel retailer, from May 2010 to April 2016. As basketball star Lisa Leslie once said: My mother was my role model before I even knew what that word was., By Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. She previously served as a Director of the Company from 2003 Ms. Mr. Diller served as Special Advisor to TripAdvisor, Inc., an online travel company, from April 2013 to March 2017, and served as its Chairman and Senior Executive from December 2011, when it was spun off from Expedia, Inc., until December 2012, and was a member of its Board until April 2013. Meet our Board of Directors and view their bios, View Committee Composition and Committee Charters, Guidelines, Charters, and other Governance-related documents, View our Code of Business Conduct in multiple languages, View where to report issues regarding accounting, internal accounting controls, auditing or other business conduct, Learn about The CocaCola Company's commitment to people and the planet and our care about our shared future. Maria Elena Lagomasino as a Director of the Company. And in 1982 she obtained Master of Business Administration (MBA), at Fordham University. - Vol. Mary Rowland. Antes de eso, se desempe como presidenta y directora ejecutiva de JP Morgan Private Bank, una institucin con ms de $ 300 mil millones en activos de clientes bajo supervisin. "More banks are going to have to try that," he says. From delivery truck to chairman Our purpose is to refresh the world and make a difference. In September 2006, President George W. Bush appointed Lagomasino to assist in the effort to secure private sector funds to aid disaster victims in Central America and to serve on Secretary of State Condoleezza Rices Advisory Board on Transformational Diplomacy. including Diet Coke, Fanta, Sprite, Coca-Cola Zero, vitaminwater, Lagomasino is CEO and managing partner of the financial advisory firm WE Family Offices and she will join Disneys board as an independent director effective Dec. 1. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. American Banker named her one of 2012s Top 25 Women in Finance. Lagomasino and her team won't discuss the specifics of AMA's expansion strategy. As a member of Board of Directors at COCA COLA CO, WebMaria Elena Lagomasino, Cuban, American investment company executive. Sustainability & Governance Resource Center. April 27, 2017 . WebMaria Elena Lagomasino Age : 72 Public asset : 3,902,995 USD Linked companies : The Coca-Cola Company - The Walt Disney Company Summary Founder of The Institute for the Trust companies didn't want to give Perry the level of independence he desired, and hiring money managers would mean that he would have to perform due diligence. WebMel serves on the boards of The Walt Disney Company and The Coca-Cola Company. Programa Mejores Empresas Centroamericanas (MECA), Global Network for Advanced Management (GNAM), Iniciativa Regional de tica y Transparencia (RETAIN), Blog A quemarropa | Sobre la enseanza del mtodo de casos, CLACDS | Centro Latinoamericano para la Competitividad y el Desarrollo Sostenible, CELIS | Centro de Liderazgo Inclusivo y Sostenible, LACE| Latin American Center for Entrepreneurs, Ctedra Strachan para la Filantropa y la Inversin Social, Ctedra Steve Aronson Estrategia y Agronegocios, Ctedra en Sostenibilidad VIVA Idea INCAE. The Board of Directors of The Coca-Cola Company today elected The Coca-Cola Company . Lagomasino approached seven big private banks with the idea, but they all gave roughly the same response. Maya Angelou because of her famous quote. Our Company Leadership section at www.thecoca-colacompany.com. Ms. Lagomasino is chief executive officer of GenSpring Family Offices, one of the nation's premier wealth management firms. Ms. Lagomasino is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society. Mr. Bolland is Chairman of Blackstone Europe as well as Chairman of Blackstone Group International Partners LLP. refreshing consumers with more than 450 sparkling and still brands. Actualmente es directora ejecutiva y socia gerente de WE Family Offices. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Mr. Bolland also is a director of Exor N.V. Ms. Botn has been a Director of The Coca-Cola Company since 2013. 17/10/08 The Board of Directors of The Coca-Cola Company elected Maria Elena Lagomasino as a Director of the Im focusing on fundraising here.. These cookies will be stored in your browser only with your consent. We go about our day and we really do not know what challenges colleagues or friends are going through. Carolyn Everson was elected as a Director of The Coca-Cola Company in 2022. Want to connect with other businesses in the Latino community? The result is shared opportunity for communities, customers, employees and shareowners. Maria Elena Lagomasino made $345,433 in total compensation. Ms. Lagomasino had been with Chase Manhattan since 1983. Will Schmitt, By The big driver is [diaspora Latinos] need to help create a strong civil society in their countries, and they have an ability to make a difference they have to make a difference, Maria Elena Lagomasino, CEO and managing partner of WE Family Offices, told the Times. Mr. Diller is also Chairman of the Board and Senior Executive of Expedia Group, Inc., an online travel company. For example, when Bloomberg published a list of the top 50 largest family offices (Bloomberg 2014), based on their assets under management (AUM), Zeuner, Lagomasino, and Ulloa. The scene: an 11-year-old girl standing by her father's side while boarding a plane to the United States. James Quincey is Chairman and CEO of The Coca-Cola Company. A graduate of Manhattanville College (B.A. Lookup other condos in this complex It was built in 2002. From 2001 to 2005, Ms. Lagomasino was Chairman and Chief Executive Officer of JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm. Millstein Center at Columbia Law School Appoints Maria Elena (Mel) Lagomasino, CEO and Managing Partner of WE Family Offices, as Advisory Board Member provider of sparkling beverages, juices and juice drinks and She is also a Director of The Walt Disney Company. Mr. James Quincey. We also use third-party cookies that help us analyze and understand how you use this website. For those interested in conducting a detailed compensation analysis, we recommend that you review the entire proxy statement. Mr. Davis is Chairman of Davis Selected Advisers, L.P., an independent investment management firm founded in 1969 that oversees approximately $20 billion of client assets for both individuals and institutions worldwide. She previously served as a director of Assicurazioni Generali S.p.A., a global insurance company based in Italy, from 2004 to 2011, and also previously served as a director of Santander UK Group Holdings plc from 2014 to 2021. Perry remains chairman. Ulloa, who was the president of GenSpring Family Office International until the beginning of January, explained the process through which they got renamed to WE. For more information about our Company, please visit She is a member of the Council on Foreign Relations. Mr. Bolland started his career at Heineken N.V. in the Netherlands in 1987, serving in several international management positions including Managing Director of Heineken Export Group Worldwide, a subsidiary of Heineken N.V., from 1999 to 2001, and Managing Director of Heineken Slovensko, a subsidiary of Heineken N.V., from 1995 to 1998. Maria Elena Lagomasino has been a Director of TheCoca-ColaCompany since 2008 and Lead Independent Director since April 2019. She has served as a director of Banco Santander, S.A. since 1989. See how our company and system employees make this possible every day and learn more about our areas of focus in sustainability. Atholl Simpson, By She was a pioneer in the prevention and treatment of womens cancer. Stock Awards: Compensation paid in the form of company equity that is structured as restricted stock. Offices, one of the nation's premier wealth management firms. She has a masters degree in business administration from Harvard Business School. "The resource center keeps everyone nourished," says Lagomasino. Before becoming CEO, Quincey served as President and Chief Operating Officer of the company from 2015 to 2017. Lagomasino serves on the boards of Carnegie Corporation of New York, the Coca-Cola Company, and the Walt Disney Company. ), Ms. Lagomasino also To round out her senior management team, she recruited two former deputies who had also left JPMorgan Chase & Co. following its 2004 merger with Chicago's BankOne Corp.: Michael Holden, JPMorgan Private Bank's former chief operating officer, who assumed the same role at AMA, and Michael Zeuner, JPMorgan's former global head of wealth solutions, who was named AMA's chief strategy and innovation officer. Theater and is a Trustee on the Board of the National Geographic previously served as a Director of the Company from 2003 to 2006. Before founding WE, Lagomasino served as CEO of GenSpring Family Offices, a wealth-management firm. From 2001 to 2005, Ms. Lagomasino was Chairman and Chief Executive Officer of JPMorgan Private Bank, a division of JPMorgan Chase & Co., a global financial services firm. Disney adds Maria Elena Lagomasino to board. As a member of Board of Directors at COCA-COLA CO , Maria Elena Lagomasino made $345,433 in total Previously, she served as chairman and chief executive officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Change in Pension Value and Nonqualified Deferred Compensation Earnings. WebMaria Elena (Mel) Lagomasino is the CEO and managing partner of WE Family Offices, which helps financially successful families organize and manage their wealth like a well-run company. Prior to joining Coca-Cola, Quincey was a partner in strategy consulting at The Kalchas Group, a spinoff of Bain & Company and McKinsey. Ms. Tsay previously served as a director of Rosetta Stone Inc. from 2014 to July 2018. WebThe journal of wealth management.. - New York, NY : Pageant Media Ltd., ISSN 1534-7524, ZDB-ID 2090078-8. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. She worked at the hospital, at her private clinic, raised four children and also volunteered her time to treat the poor. 2016 Election Cycle. Hispanic-Americans Work to Bolster Philanthropy at Home, IDB and FEMSA award best practices in water in Latin America and the Caribbean. "The preponderance of new clients at AMA have come from the SunTrust franchise," says Rogers. Born on 27 March 1949, Maria who is also referred to as MEL has worked as She previously served as a Director of Avon Products, Inc. from December 2000 to March 2016. "That's a pretty important endorsement of our vision," says Rogers. The information contained in this letter provides details of your new position. INCAE Business School does not and shall not tolerate discrimination, including harassment, in its own workplace and educational environment on the basis of race, color, religion (creed), sex (including pregnancy and gender identity), gender expression, age, national origin (ancestry), disability, marital status, parental status, political affiliation, or veteran's status, and any other conduct that does not adversely affect the performance of any of its activities or operations. Because of the name, Asset Management Advisors, potential clients often assume that it is a traditional money manager. With most of the growth in the segment coming from family offices and multifamily offices, Rogers quickly concluded that his bank didn't provide a relevant offering. Before she established WE family offices, she had worked as the Vice president at Citibank, as head of the private bank for the Western Hemisphere, and also as managing director in charge of Global Private Banking Group. Quincey joined the company in Atlanta in 1996 as director of learning strategy for the Latin America Group. The next year, Hispanic Business magazine named her one of its Women of the Year. WebMaria Elena Lagomasino . "Clients wanted more of a boutique feel -- someone sitting on their side of the table selling advice rather than products," Rogers says. In 2001, when she became chairman and chief executive officer of JP Morgan Private Bank, Maria was also named the director of The Coca-Cola Company which brought her to the limelight and exposed her potentials. His host, who was pleased to learn that the company she envisioned already existed, felt exactly the same way. Mel fue nombrada una de las Directoras 100 por la Asociacin Nacional de Directores Corporativos y fue nombrada por American Banker como una de las 25 Mujeres en Finanzas ms importantes de 2012. Sam Bojarski, From September 1989 to June 1996, Mr. Weinberg was a partner in the corporate, securities and investment management practice of Mayer, Brown & Platt, a leading international law firm. Contribution Totals. The partnership between SunTrust and AMA appears to be working. She previously served as a director of Hertz Global Holdings, Inc. from June 2016 to May 2018. For an enterprise that is aiming to rewrite the rules of wealth management, that simply won't do. She served as a Director of the Company from April 2003 to April 2006. Ms. Lagomasino earned her B.A. SunTrust's Rogers says there was "zero discussion" about creating more leverage by adding clients to the first office. 17.2014/15, 3, p. 20-26 The solution is an organizational structure he calls "Bob W," short for "best of both worlds." Lagomasino joined the Coca-Cola board in 2008. He also supervises the firms principal financial and accounting officers. She was instrumental in helping pass Title IX, which ultimately led to a dramatic increase in the number of women playing sports at high school and college levels. This category only includes cookies that ensures basic functionalities and security features of the website. Ms. Botn served as Chief Executive Officer of Santander UK plc, a leading financial services provider in the United Kingdom and subsidiary of Banco Santander, S.A., from December 2010 to September 2014. Tobi Amusan is a sprinter and 100-meter hurdles specialist from Nigeria who participates in track and field events. and Fordham All proxy statements are public filings made available to the general public by the SEC. Asset Management Advisors is enjoying rapid growth in the ultra-high-net-worth market. She is a business leader with extensive experience in media and consumer-facing companies. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Lagomasino, who is a veteran in this sector, was the CEO of JP Morgan Private Banking prior to joining GenSpring, while Zeuner has always worked alongside Lagomasino both in JP Morgan and POWERade, Minute Maid and Georgia Coffee. Born on 27 March 1949, Maria who is also referred to as MEL has worked as director of a number of prestigious organisations. is focused on initiatives that protect the environment, conserve $0 was received as options, He is a risk taker and wanted access to investments like hedge funds, precious metals and emerging markets. Quincey served as President of the Northwest Europe and Nordics business unit from 2008 to 2012. WebMaria Elena Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. $0 was received as non-stock incentive plan compensation, Ms. Tsay also serves as a director for Morningstar, Inc. She has been recognized on The National Diversity Councils Top 50 Most Powerful Women in Technology and the Silicon Valley Business Journals 40 Under 40. Ignacio Pakciarz, who serves on the board of Reaching U, which helps support education in his native Uruguay, is betting that by tapping diaspora Uruguans willingness to give, he will be able to drive change in his native country. My mother. She ended her journey with Morgan and in November 2005 and started as CEO of Asset Management Advisors (AMA), an affiliate of SunTrust Banks. Fabian Tiscornia, By Instituto Centroamericano de Admin. With an Join the World of Amazons and be a part of something special- a movement of women who have resolved to stand tall, incurably committed to taking on new territories, communities, changing one life after another, while leaving a trail of diverse possibilities for upcoming women to follow. Despite being owned by a big bank, AMA's focus on intimate service and independent advice is deeply held and reflects the priorities of founder Perry, who in the late 1980s was operating an underwater engineering business and sitting on a pile of cash from a variety of companies he had built and sold. She previously served as a Director of the Company from 2003 to 2006. She is also a director of Palo Alto Networks, Inc. and Organon & Co. Alexis Herman has been a Director of The Coca-Cola Company since 2007. University (M.B.A.). Globally, we are the No. WE families have been existing since 2013 and guiding the financial lives of hundreds of families. Mr. Davis joined Davis Selected Advisers in 1989 as a financial analyst. Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. The firm, operating since 2000 through predecessor companies, recently reclaimed its independence in January 2013 as Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner came together to form the executive leadership team. Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. She won the 100-meter hurdles event at the 2022 World Athletics Championships by setting a new world record of 12.12 seconds in the semifinal and 12.06 seconds in the gold-medal race. Today, thanks in large part to referrals from SunTrust's wealth management division, the firm serves 360 families with $10 billion in assets through 11 offices in such cities as Atlanta; Charlotte, North Carolina; Miami; and Washington. Ms. Lagomasino will stand for election along with the companys other directors at Disneys next annual meeting. Lagomasino was different. Look at all these kids who are ending up on the U.S. border. He became CEO in 2017 and was elected Chairman of the Board in 2019. Perry set up AMA in 1989. Ms. Botin is also a director at Santander Holdings USA, Inc. Christopher Davis has been a Director of The Coca-Cola Company since April 2018. WebRead more about the author Maria Elena Lagomasino at L'ATTITUDE. Society. And while the level of giving in Latin America is still relatively low, the emerging trend of impact philanthropy has the potential to re-shape the philanthropic agenda throughout the region. resources and enhance the economic development of the communities Learn about the established process to facilitate communication by shareowners and other interested parties with Directors. Prior to Facebook, Everson was corporate vice president of the Global Advertising Sales and Trade Marketing Teams at Microsoft. Enjoy a 7-Day Free Trial Thru Apr 28, 2023! You may also find the annual proxy statement by going directly to the company's website. WE Family Offices is a global family office serving top net worth families by building their wealth enterprises and offers support and the control they need to manage their wealth as a successful business enterprise. WebMaria Elena Lagomasino's Florida Voter Registration. Actualmente es directora ejecutiva y socia gerente de WE Family Offices. He previously served as a director of ManpowerGroup Inc. from 2004 to 2015 and International Consolidated Airlines Group, S.A. from 2016 to 2020. Visit lattitude.net now! Through the world's largest beverage You also have the option to opt-out of these cookies. This website uses cookies to improve your experience while you navigate through the website. As president of Allen & Co., Allen has supervised all business operations, including financial advisory and investment banking services to public and private companies. "The best strategy now in the ultra-high-net-worth market is to buy a brand with a reputation and proven expertise, and let them run it autonomously," says Jefferson Harrelson, a bank analyst at Keefe, Bruyette & Woods in Atlanta.
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