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. WebThe Americas Summit was a high-level gathering of public and private sector leaders to address the pressing political and economic priorities of the region by touching on topics including democracy, energy, trade, regional security, and corruption. With its open-architecture platform, the firm addresses client needs with products that come from wherever the firm's wealth managers see fit. As part of her election, Ms. Lagomasino will serve on the Company's Committee on Directors and Corporate Governance and Compensation Committee. Quincey, who first joined the company in 1996, has held a number of leadership roles around the world. 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. That "unbank" moniker is unusual given AMA's majority owner: SunTrust Banks, which has held its stake in the multifamily office since 2001, when Perry needed expansion capital and the Atlanta-based bank decided it would be more prudent to partner with an existing operation -- and grant it independence -- than to launch its own ultra-high-net-worth business from scratch. Lagomasino began her career 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. All proxy statements are public filings made available to the general public by the SEC. He is an advisory board member for the Stanford Center on Philanthropy and Civil Society and the Center for a New Economy. MARIA ELENA LAGOMASINO was giving a speech to private bankers in Geneva last month when she was interrupted with the news that hijacked jetliners had plowed into Mary Rowland. Mr. Davis joined Davis Selected Advisers in 1989 as a financial analyst. at The Chase Manhattan Bank, in charge of its Global Private Banking She Tambin es miembro de los consejos de The Walt Disney Company y The Coca-Cola Company. Total Named Director Compensation: The sum of all dollar values above. The Flight to Crypto Quality: Risk Management at Center Stage, Modern Slavery Act Transparency Statement. From delivery truck to chairman She ended her journey with Morgan and in November 2005 and started as CEO of Asset Management Advisors (AMA), an affiliate of SunTrust Banks. Im focusing on fundraising here.. Fortunately for Lagomasino, a headhunter put her in touch with Henry (Hap) Perry, founder of Asset Management Advisors, a Palm Beach, Floridabased multifamily office that the wealthy entrepreneur had launched more than 15 years earlier. 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. Tsay previously served as a director of Rosetta Stone Inc. from 2014 to July 2018. Herb Allen was elected as a Director of The Coca-Cola Company in 2021. Mr. James Quincey. Both corporations have When the original office reached the maximum of 15 employees and 80 clients, "We went ten minutes away and built another office," says Lagomasino. She served as a Director of the Company from April 2003 to April 2006. As Lagomasino builds the business, she says her next challenge is rebranding the firm. the Company's portfolio includes 12 other billion dollar brands, She serves on the Boards of Avon Products, Inc. and Lincoln Center The wealthy people in my country are the older generation, he said. She served as Chief Executive Officer and a Director of Compute Software, Inc., a Mountain View, California-based enterprise cloud optimization software company, from January 2017 to November 2022. American Banker named her one of 2012s Top 25 Women in Finance. View limitations & usage restriction. Dr. Gayle held the position of Chief Executive Officer of McKinsey Social Initiative, an independent non-profit organization founded by McKinsey & Company, which brings together expert problem solvers to develop innovative approaches to complex social challenges, from July 2015 to September 2017. 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. You may retrieve the full proxy statement by going to the Securities and Exchange Commission (SEC) website at www.sec.gov and entering the company's name and then looking in the first column for an entry of "Form DEF 14A" (or any similar code). 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. By Annlee Ellingson Managing Editor, L.A. Business First . 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, Lookup other condos in this complex It was built in 2002. To avoid compromising its service culture, AMA won't loosen its maximum employee-to-client ratio, but it backs up its client teams with a central resource center that includes expertise in investments, philanthropy, taxes, manager research and asset allocation, as well as marketing and finance for the entire firm. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Prior to joining Coca-Cola, Quincey was a partner in strategy consulting at The Kalchas Group, a spinoff of Bain & Company and McKinsey. 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. For more information about our Company, please visit And in 1982 she obtained Master of Business Administration (MBA), at Fordham University. Disney adds Maria Elena Lagomasino to board. Perry set up AMA in 1989. Maria Elena Lagomasino is a Hispanic businesswoman and founder of WE family offices. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. Ive learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. Mr. Davis holds investment company directorships in Selected Funds, Davis Funds and Clipper Funds Trust, three fund complexes which are advised by Davis Selected Advisers and other entities controlled by Davis Selected Advisers. Sep 23, 2015 Updated Sep 23, 2015, 2:23pm PDT. Mr. Quincey is also a director at Pfizer Inc. Caroline Tsay has been a Director of The Coca-Cola Company since April 2018. 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. Change in Pension Value and Nonqualified Deferred Compensation Earnings: The difference between such compensation between the prior year and the current year. $0 was received as non-stock incentive plan compensation, Company's beverages at a rate of 1.5 billion servings a day. 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. 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. Maria Elena Lagomasino made $345,433 in total compensation. We aim to improve people's lives, from our employees to those who touch our business to the many communities we call home. We'll assume you're ok with this, but you can opt-out if you wish. She was followed out the door less than a 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 distribution system, consumers in more than 200 countries enjoy the The information shown here is a reporting of information included in the company's proxy statement. For an enterprise that is aiming to rewrite the rules of wealth management, that simply won't do. (818) 560-5300, Do Not Sell or Share My Personal Information. Want to connect with other businesses in the Latino community? The Coca-Cola Company . Ms. Lagomasino is chief executive officer of GenSpring Family Offices, one of the nation's premier wealth management firms. Mr. Weinberg is Chairman of the Board and Chief Executive Officer of Judd Enterprises, Inc., a private, investment management office with diverse interests in a variety of asset classes, and President of Digital Bandwidth LLC, its private, early-stage technology investing affiliate, and has held these positions since 1996. He even managed the investments until 1996, when he brought in an outside chief investment officer. Quincey is leading Coca-Cola in its continuing evolution as a total beverage company. 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. WebMaria Elena Lagomasino . From 2013 to 2015, he was President of the companys Europe Group. "The people who come here have a fundamental belief in working in an unconflicted way for the family," she says. Quincey also played a key role in the creation of Coca-Cola European Partners, one of the largest independent Coca-Cola bottlers in the world. 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 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. The information contained in this letter provides details of your new position. 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. Mr. Diller is also a director at MGM Resorts International. Zenia Mucha ), Ms. Lagomasino also Option Awards: Compensation paid in the form of company equity that is structured as stock options. Our Company Leadership section at www.thecoca-colacompany.com. Get the latest updates on G2C projects and events. De igual manera, es miembro del Consejo de Relaciones Exteriores y tambin se convirti en Fideicomisaria de la Corporacin Carnegie de Nueva York desde marzo del 2019. 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. "The resource center keeps everyone nourished," says Lagomasino. "We told our original shareholders that we never wanted to deal with more than 50 families," he says. Prior to that she served as chairman and chief executive officer of JP Morgan Private Bank. WebMaria Elena Lagomasino, Disney Director CEO and Managing Partner WE Family Offices mel.lagomasino@wefamilyoffices.com Mark G. Parker, Disney Director Omitted for leftist views Executive Chairman of NIKE. As part The information contained in this letter provides details of your new position. In August 2015, Private Asset Management magazine named her one of the 50 Most Influential Women in Private Wealth. Political Campaign Contributions. 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. The proxy statement includes footnotes and explanations of this information plus other information that is pertinent in assessing the overall value and appropriateness of the compensation information. Group. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. As a member of Board of Directors at COCA-COLA CO , Maria Elena Lagomasino made $345,433 in total Catch up on the latest Coca-Cola news from around the globe - from exciting brand innovation to the latest sustainability projects. He went on to serve in a series of operational roles in Latin America, eventually leading to his appointment as President of the South Latin division in 2003. A graduate of Manhattanville College, Lagomasino earned graduate degrees from Columbia University and Fordham University. at Manhattanville College, an M.S. She previously served as a director of Hertz Global Holdings, Inc. from June 2016 to May 2018. She was a pioneer in the prevention and treatment of womens cancer. You may also find the annual proxy statement by going directly to the company's website. Lagomasino was different. Through the world's largest beverage And virtually all of the firm's clients who were with AMA when it launched are still there today. He is a native of Britain. 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. 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. Also, proxies must disclose specific detailed information regarding the pay practices for certain executives. Naples, Florida. Ha trabajado con familias exitosas financieramente durante ms de tres dcadas. She served as a Director of the Company from April 2003 to April 2006. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. He was President of the companys Mexico division from 2005 to 2008, where he led the acquisition of Jugos del Valle. Click HERE to subscribe to our weekly newsletters and then sit back to enjoy the weekly inspiration-packed stories of women from emerging economies, yet leaving their imprints in the sands of time, across the globe. The chart on this page features a breakdown of the total annual pay for Maria Elena Lagomasino at COCA COLA CO as reported in their proxy statements. WEALTH MANAGEMENT -. David B. Weinberg has been a Director of The Coca-Cola Company since 2015. He is a risk taker and wanted access to investments like hedge funds, precious metals and emerging markets. Maria Elena Lagomasino as a Director of the Company. After working with the famous Coca-Cola Company she was voted as a member for the board of directors in 2008. She previously served as a Director of Avon Products, Inc. from December 2000 to March 2016. 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. NOTE TO EDITORS: An Image to accompany this story can be found in "We've made a lot of headway, but it has been a long road," he adds. Maria Elena Lagomasino. 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. Before becoming CEO, Quincey served as President and Chief Operating Officer of the company from 2015 to 2017. Please sign in or register to comment. AMA's business model is straightforward: Sell customized, independent advice to individuals and families with $25 million or more in investable assets. Africas Top 25 Distinguished Women in Business Excellence 2017, The South America-Africa-Middle-Asia Women Summit (SAMEAWS), VICKI HOLLUB: A Pillar In Americas Oil And Gas Industry, Rita Kavashe: Breaking Status Quo In the World of Automobiles, Tunisia Improves On Approach To Digital Access For Female Entrepreneurs, India Endorses Womanhood, Donates $4.09 Million to UN for Entrepreneurial Empowerment, STEM Education, Exotic or Invisible Asian American Women Experience Discrimination, Centre For Economic And Leadership Development (CELD). "The preponderance of new clients at AMA have come from the SunTrust franchise," says Rogers. Five years ago AMA had one office in Palm Beach, 21 client families and $500 million in assets. Lagomasino was chairman and chief executive officer of JP Morgan Ms. Lagomasino earned her B.A. WebMaria Elena Lagomasino . Maya Angelou because of her famous quote. A recognized global leader in the wealth-management industry, she is a founder of the Institute for the Fiduciary Standard, an investor think tank. A recognized leader in the wealth management industry, Ms. "We had intense soul-searching discussions on how to keep the close, friendly, high-touch service," Perry says. Take My Advice. Enjoy a 7-Day Free Trial Thru Apr 28, 2023! March 11, 2007. Ms. Botn is Executive Chair of Banco Santander, S.A., the parent bank of Grupo Santander, and has held this position since September 2014. CEO & Managing Partner, WE Family Offices. Lagomasino and her team won't discuss the specifics of AMA's expansion strategy. The new roles for Quincey and Lagomasino are contingent on their reelections as directors at the 2019 annual meeting.
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