WHO WE ARE | WHAT WE DO | OUR PURPOSE | LEADERSHIP | MEDIA
Thomas Livergood, Founder & Chief Executive Officer
Thomas R. Livergood is the Founder & Chief Executive of Bespoke, which was announced in 2016. Bespoke is a spin-off organization of The Family Wealth Alliance, which he also founded in 2003. The Alliance is a leading research and consulting firm. He and his organizations have been recognized as an innovative leader in the family wealth space. Read more…
In 2011, the firm was bestowed the “Outstanding Contribution Award” by Private Asset Management at its annual black-tie gala in New York. Later that year, Tom was named by the same organization to its “Power 25.” He was again honored in 2012 as one of six pioneers in winning Family Office Review’s inaugural “Industry Leadership Award” and in 2014, the same organization bestowed The Alliance with the “Family Office Organization of the Year” award.
Tom has been quoted in Barron's, Business Week, Financial Times, the New York Times, The Wall Street Journal, the Washington Post and numerous other trade, popular print, broadcast, and online media. He has been asked to write a number of reviews, including those which have appeared in the following books: Family Wealth: Keeping It in the Family © 2004, authored by Jay Hughes; The Stewardship of Wealth © 2012, written by Greg Curtis; and The Complete Family Office Handbook © 2014, authored by Kirby Rosplock. In addition, Tom has been interviewed live on Fox News Network, WGN Radio, and Voice of America.
Campden Wealth asked Tom to speak at both its European and Asia Pacific Family Office Conferences in London and Hong Kong, respectively, and he has twice been a panelist at the Milken Institute’s Annual Global Conference in Beverly Hills. Tom was the opening session speaker at the IIR Family Office Forum and has spoken at the IMCA National Conference, the Schwab IMPACT Conference, and he has been the lead-off faculty member for the Chubb Advanced School and a guest faculty member for The Northern Trust Wealth Advisor Summit. In addition, he has addressed the annual meetings and special gatherings by invitation from organizations such as Brinker Capital, HUB International, Marsh, Pitcairn, and State Street Corporation, as well as the Alpha Group.
Prior to founding The Alliance in 2003, Tom was a Director at Family Office Exchange during the early 2000s, a Vice President at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s. Among many volunteer positions, he served on the founding national board of the 30,000-member Financial Planning Association (FPA) during its merger of two predecessor organizations. In the mid-1990s, Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America. A double graduate of Bradley University, he holds the BA degree in Liberal Arts (1977) and the MBA in Finance (1979).
Kathleen McBride, Senior Manager of Client Engagements
Kathleen McBride is a Senior Manager of Client Engagements for Bespoke. As an accredited investment fiduciary analyst, Kate has specialized knowledge in the prudent investment process and related assessment principles which serves Bespoke well in its engagements on behalf of its private family clients. Read more…
Kate is also the Founder of FiduciaryPath, LLC. – an organization that offers consulting and certification assessments for firms looking to conform to the Global Fiduciary Standard of Excellence – as well as a founder of The Committee for the Fiduciary Standard and The Institute for the Fiduciary Standard.
Prior to establishing FiduciaryPath, Kate was a Director at the Institute for Private Investors, Wealth Editor-in-Chief at AdvisorOne.com, Editor-in-Chief at Wealth Manager and Senior Editor at Investment Advisor; she has also had experience running new-media start-ups with major financial and media companies. She has been a columnist for CBS MarketWatch on the Web, and on television, and began her career on Wall Street as a broker, bond trader and later an investment advisor.
Kate holds the Accredited Investment Fiduciary Analyst (AIFA®) designation from The Center for Fiduciary Studies, of the University of Pittsburgh Joseph M. Katz Graduate School of Business. She holds a BA degree from New York University and has completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania.
Kati Jendraszak, Chief of Staff
Kati Jendraszak is the Chief of Staff for Bespoke. In this role, she is responsible for managing the staff by developing and implementing policies and procedures that support Bespoke’s mission. Kati has over 10 years in business management experience, focused on issues including office operations, staff development, strategic planning and event management. Read more…
She received her BA in Psychology, from Concordia University Chicago and her Master’s Degree in Education Psychology from The University of Southern Mississippi. Kati is native to Chicago, born and raised on the South Side. She and her husband recently married and now live in Northwest Indiana.
Richard Higgins, Senior Technology Consultant, Risclarity
Richard Higgins is a Senior Strategist & Technology Consultant for Bespoke. Rick is a creative engineer, entrepreneur, thought leader and financial software expert to the nation’s wealthiest families seeking to leverage leadership and entrepreneurial experience to increase the prosperity of individuals, families and organizations. Read more…
John Lotka, Founder & CEO, Maximum Impact Partners, Inc.
John has brought creative solutions to his clients for over 40 years. Since founding Maximum Impact Partners in 1998, he and his colleagues have helped over 100 firms in the U.S. and Asia improve the distribution of their products and services, build their brands and develop their greatest asset, their people. Read more…
Bill Ranshaw, Project Manager, Risclarity
Bill has over 25 years’ experience with Client Management and problem resolution. His focus and expertise is cultivating relationships with clients to become true partners in business. With such close partnerships, and learned skills in negotiation, conflict resolution, and client education, he has been successful in uncovering opportunities and creating solutions. Read more…
Maureen Wilke, President, Wilke and Associates, Inc.
Well known speaker, author and trainer, Maureen Wilke, brings a wealth of experience in marketing to the affluent and developing on demand education and training programs. As an IMPACT Partner and former national marketing manager with Nuveen Investments, she has helped thousands of financial professionals take their business to the next level. Read more…
Maureen Wilke is known internationally for delivering dynamic workshops and webinars at industry conferences and sales meetings for AXA, LPL, FPA, Money Management Institute (MMI), Morningstar, and WealthManagement.com. She has consulted with many financial firms and has been featured in Investment News and other industry publications.
Maureen’s book, The Connected Advisor: 8 Months to Build Your Extraordinary Practice gives financial professionals a competitive edge by providing the roadmap, step-by-step instructions, and success stories for acquiring and retaining affluent clients. The program is built around deepening relationships, retaining top clients, and gaining referrals.