WHO WE ARE | WHAT WE DO | OUR PURPOSE | LEADERSHIP | MEDIA
LEADERSHIP
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Thomas Livergood Founder & Chief Executive Officer |
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Tom Livergood is the CEO & Founder of Bespoke, which was announced in 2016. Bespoke is a spin-off organization of The Family Wealth Alliance, which he also founded in 2003. Tom grew up in a third-generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business - first as a financial planner in the 1980s with CIGNA, then as a private banker with the Harris Bank of Chicago in the 1990s. In the early part of the 2000s, Tom was a Director at Family Office Exchange, charged with starting their MFO Community. Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008. Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America and in London and Hong Kong, as well as appearing and being quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance. |
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Nikki Michelini Managing Director |
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Nikki has been advising ultra-affluent executives, families and business owners for over two decades. While serving in many roles throughout her career, her recent focus has been on business development and leading some of Aspiriant's most affluent and complex clients across the country - providing a roadmap for developing, nurturing and maintaining client relationships, and leading national, multi-disciplinary teams of experts in all aspects of planning and consulting services on behalf of clients in the areas of investments, taxes, estate planning, philanthropy, risk management, financial planning, accounting, and day-to-day financial management and coordination. Other notable roles at Aspiriant have included being responsible for launching a specialty group and helping build client service platforms in the Family Office space, and co-leading Aspiriant's Family Office group. Prior to joining Aspiriant, Nikki was a wealth advisor at myCFO where she specialized in client service and platform development. She started her career as a tax specialist in the Personal Financial Services group at PricewaterhouseCoopers. She is a California CPA (inactive) and graduated USC with a Bachelor’s of Science in Accounting and a Masters in Business Taxation. In early 2020, Nikki started a one-year sabbatical from Aspiriant, allowing her to press pause, reflect, and explore various interests. After a rewarding 18 years, she has recently retired as a Partner of Aspiriant and is now a consultant and advisor to individuals and families, and to firms in the Wealth Management space. Nikki is excited to continue building meaningful and lasting relationships, to draw on her expansive knowledge of the family wealth services industry and her ability to architect and implement comprehensive, scalable service solutions, and to partner with families and firms alike to help them achieve their desired outcomes. |
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Brandelynn Perry Senior Director |
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Brandelynn Perry is the Senior Director for Bespoke. In this role, Brandelynn helps lead brand and marketing initiatives as well as client experience design. Prior to joining Bespoke, Brandelynn worked in brand and business strategy for a number of start-ups as well as one of the Southeast's most decorated advertising agencies. Brandelynn received her Bachelor of Science degree in Communication from Boston University. |
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Emily Gorz Operations Assistant |
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Emily Gorz is the Operations Assistant for Bespoke. In this role, Emily offers operational and administrative support to the team. Prior to joining Bespoke, Emily worked in the nonprofit sector in program management. Emily received her BA in Public Relations from Marquette University. |
Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008.
Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America and in London and Hong Kong, as well as appearing and being quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.
In her last position, Loraine was managing director and principal of US Trust's multi-family office group, where she advised the company's wealthiest clients and developed the firm's UHNW worth business. Loraine sits on the Board of Directors of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware).