Jan E. Sucic

Mr. Sucic is a Managing Director of Family Management with responsibility for client relationship management. He has been employed by the firm since February 2000. Prior to this, he was employed by Scudder Kemper Investments. He is also a registered agent of Forest Hill Capital Corporation. Mr. Sucic received a bachelor’s degree in business administration from the University of Maine.

• (212) 872-9604
• jsucic@familymanage.com
• Jan Sucic

David R. Schawel

David Schawel leads investment strategy at Family Management and works directly with a number of the firm’s largest client families, a dual role he has held since becoming Chief Investment Officer in 2017. Because he both designs the firm’s portfolios and sits across the table from the families who own them, every recommendation he makes is one he has to be able to explain plainly and stand behind personally. David works with multi-generational families, business owners, and nonprofit boards on the full range of investment questions they face: building a portfolio around a concentrated stock position, managing taxes across taxable and tax-deferred accounts, deciding whether private investments belong in the mix, and preparing the next generation to be good stewards of what they inherit. Clients value his ability to take a complex decision and reduce it to the few things that actually matter.

His investment philosophy is deliberately simple. Every holding in a portfolio has a specific job and a clearly stated limit on what it will not do. Fees are paid only where they demonstrably earn their keep. Portfolios are built first around how they will behave in a difficult year, not how they look in a good one, and private-market returns are never taken at face value. Guiding all of it is the belief that being approximately right over decades beats being precisely wrong in any single year.

David has built much of the firm’s proprietary research and portfolio-construction framework, and he invests his own capital in the same strategies he recommends to clients.

Before joining Family Management from New River Investments, where he managed private portfolios, David spent seven years at Square 1 Financial as Vice President and Portfolio Manager and a member of the Square 1 Asset Management investment committee. He began his career in equity research and investment banking.

David is a CFA charterholder and earned a Bachelor of Science in Business Management, with a concentration in Finance, from North Carolina State University.

• 212-872-9615
• dschawel@familymanage.com

Aldo S. Tarantini

Mr. Tarantini joined Family Management in August 2013 and serves as a Managing Director, focusing on advising clients and delivering tailored investment solutions. In his role, he works closely with individuals and families to develop and implement strategies aligned with their long-term financial objectives.

Over his tenure at the firm, Mr. Tarantini has played a key role in the evolution of the business, with prior leadership responsibility for operations, finance, and technology infrastructure. His broad experience across both the advisory and operational sides of the firm provides clients with a differentiated perspective and a highly integrated approach to wealth management. He also contributes to firm strategy and business development initiatives.

Prior to joining Family Management, Mr. Tarantini spent nine years in the financial services industry, most recently with Bernstein Global Wealth Management in their Private Client Group

Mr. Tarantini holds Series 7 and 66 licenses, as well as New York Life and Health Insurance licenses. He is a registered agent of Forest Hill Capital Corporation. He received his Bachelor of Arts from New York University and his Master of Business Administration in Finance from Fordham University.

• (212) 872-9633
• aldo@familymanage.com
• Aldo S. Tarantini

Philip T. Frank

Mr. Frank is General Counsel & Chief Compliance Officer for Family Management where he has been employed since 2011. Prior to this, he held legal and compliance positions at Constellation Wealth Advisors, LLC, ABP Investments US and Crown Financial Group, Inc. He has also served as a consultant to the Office of General Counsel of Brown Brothers Harriman & Co. Mr. Frank began his career as a staff attorney at FINRA. Mr. Frank received a bachelor’s degree in Business Finance from Marist College and earned his JD from St. John’s University.

• (212) 872-9637
• pfrank@familymanage.com
• Philip Frank

Chris Bowen

Mr. Bowen was appointed Chief Operating Officer of Family Management in 2025, bringing over 25 years of financial services operations, customer service, and advisory compliance experience to FMC. Chris' prior roles include Senior Principal Consultant at ACA Group, LLC, Vice President of Digital Operations at Sequoia Financial Group, LLC Chief Operating Officer at Zeke Capital Advisors, LLC, and Partner, Head of Operations, and Chief Compliance Officer at New Amsterdam Partners, LLC. Chris holds and MBA from Fordham University and a Bachelor of Arts degree from Bucknell University.

• chris@familymanage.com

Galit Kursman

Galit Kursman joined FMC in October, 2020 as a Senior Investment Advisor. She works closely with individuals and families developing comprehensive plans and strategies in line with their investment and estate/tax planning goals. Prior to joining FMC in 2020, Galit worked at Next Capital Management for 5 years. This was a transition from Credit Suisse, where Galit worked for twenty years on the Investment Grade Credit trading desk. In that role, Galit traded corporate bonds and commercial paper. She focused on a variety of industries, including healthcare, retail, industrials and banks, and interacted with Treasurers and CFOs of many Fortune 500 companies. Galit received her B.A. from the University of Rochester and her M.B.A. from the Wharton School. Galit lives in Manhattan with her husband and two children.

• 212-872-9630
• galit@familymanage.com

Jaclyn Cohen

Ms. Cohen is a Senior Client Associate at Family Management and has been with the firm for over 11 years. She serves as the lead associate on many of the firm's most important client relationships, acting as a primary point of contact and helping ensure a high level of service and execution. An integral part of the client relationship team, Ms. Cohen regularly participates in client meetings and plays a key role in executing advisor-driven strategies. She oversees account administration, reporting, and day-to-day client needs, ensuring a seamless and consistent client experience.  

• 212-872-9635
• jcohen@familymanage.com

Nicole Johnston

Ms. Johnston is a Senior Associate - Accounting at Family Management. She has been employed by the firm since September 2018. Ms. Johnston received her Bachelor’s degree in Business Economics with a minor in Communications from the State University of New York College at Oneonta.

• 212-872-9636
• njohnston@familymanage.com

Charlie Hayden

Charlie Hayden is a Senior Client Associate at Family Management. He has been employed with the firm since October 2020. Prior to joining FMC, Charlie worked at AllianceBernstein in their Private Wealth Management Group for 4 years, focusing on client service, wealth planning, and investment strategies. Charlie received his Bachelor’s degree in Business Administration from the College of Charleston.

• 212-872-9607
• charlie@familymanage.com

Mia Suarez

Mia Suarez is a Client Associate at Family Management, where she works alongside the firm’s advisors and client service team to support clients and deliver personalized services. In her role, she supports the day-to-day needs of the team while helping foster a positive client experience. She graduated from Villanova University with degrees in Economics and Organizational Communication. She is excited to begin her career in wealth management and looks forward to building relationships with clients while continuing to learn and grow.

• 212-872-9614
• mia@familymanage.com

Jason Nardis

Mr. Nardis manages the Alternative Investment portfolio at Family Management. He was employed by the firm from 2010 through 2013, at which time he formed his own Alternative Investment advisory business, BlueOak Capital Advisors, LLC, and became a consultant to Family Management and other single family offices. Prior to this, he was employed by UBS in the Alternative & Quantitative Investments Group and also worked as the lead analyst for the family office of Jerome Kohlberg, co-founder of KKR. Mr. Nardis received a bachelor’s degree in Finance from Iona College.

• (212) 872-9640
• jnardis@familymanage.com
• Jason Nardis

Christina Servia

Ms. Servia is a Vice President of Family Management with responsibilities in the operations of the Compliance Department.  She has been employed by the firm since 2004.  She is also a Chartered Alternative Investment Analyst (CAIA) Charter Holder.  Ms. Servia received a bachelor’s degree in Finance from St John’s University.

• 212-872-9616
• cservia@familymanage.com

Michael Kenney

Mr. Kenney joined Family Management in August 2018 as Head Trader. Prior to joining Family Management Mr. Kenney was Vice President of Trading at CL King & Associates for 13 years, functioning in the roles of senior equities market maker, senior options trader, sales trader, and syndicate sales. Mr. Kenney started his career in 2000 at Needham and Company where he was a listed block trader. Mr. Kenney received his Bachelor’s degree in economics from New York University.

• 212-872-9603
• mkenney@familymanage.com

Tresson Patterson

Tresson Patterson is an Investment Analyst at Family Management. He has been employed with the firm since July 2021. Prior to joining FMC, Tresson worked at NC State University within the Office of Investments for 5 years, focusing on manager research across public and private asset classes. Tresson is a Chartered Alternative Investment Analyst and graduated from North Carolina State University with a Bachelor of Science degree in Business Administration with a concentration in Finance.

• 212-872-9609
• tresson@familymanage.com

Daniel May

Daniel May is an Operations Associate at Family Management, employed with the firm since April 2025. Prior to his role with FMC, he was an Operations Associate at Farther Finance, with a focus on development and maintenance of the firms trading operations. He also held an operations role at BNY | Pershing before that, streamlining internal operations. He is also tri-lingual in English, Spanish and Portuguese. Daniel received his Bachelor of Science in Business Administration from the University of Central Florida.

• 212-872-9612
• daniel@familymanage.com

Arielle Guneratne

Ms. Guneratne joined Family Management in December 2025 as an Investor Relations Associate on the Alternative Investments team. She most recently served at J.P. Morgan Alternative Asset Management, Inc., where she supported end-to-end operations across a broad range of alternative investment strategies. With more than a decade of experience in hedge fund and private credit environments, Arielle brings deep expertise in investor operations, transaction oversight, and cross-functional client service. She holds a bachelor’s degree in Political Science from Quinnipiac University.

• 212-872-9628
• arielle@familymanage.com

Nick Rothe

Nicholas Rothe is an Operations Associate at Family Management and has been with the firm since December 2025. Before joining FMC, he was a Reporting Analyst at iCapital, where he focused on third-party consolidated performance reporting for RIAs and ultra-high-net-worth clients. Nicholas holds a Bachelor of Science in Finance from Miami University.

• 212-872-9619
• nick@familymanage.com

Yvette Veliz

Deb Honore

Wendy Lam

Ms. Lam is the Office Manager at Family Management. She has been employed by the firm since October 2016. Ms. Lam received her Bachelor’s degree in Business Administration with a minor in Marketing from Berkeley College.

• 212-872-9602
• wlam@familymanage.com