WE families have been existing since 2013 and guiding the financial lives of hundreds of famili. The Coca-Cola Company . 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. As Chair of the Company's Human Resources Task Force from 2001 to 2006, Ms. Herman worked with the Company to identify ways to improve its human resources policies and practices following the November 2000 settlement of an employment lawsuit. Please sign in or register to comment. A graduate of Manhattanville College, Lagomasino earned graduate degrees from Columbia University and Fordham University. BURBANK, Calif., September 22, 2015The Walt Disney Company (NYSE: DIS) Board of Directors has elected Maria Elena Lagomasino, the CEO and managing partner of financial advisory firm WE Family Offices, as an independent director, effective Dec. 1. Offices, one of the nation's premier wealth management firms. She is a business leader with extensive experience in media and consumer-facing companies. Group. Author: ffa 20220516 Category: Critical Race Theory FFA: on Ms. Botn is Executive Chair of Banco Santander, S.A., the parent bank of Grupo Santander, and has held this position since September 2014. 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. 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 approach enables AMA to maintain the intimacy of its offices even as it builds scale. She ended her journey with Morgan and in November 2005 and started as CEO of Asset Management Advisors (AMA), an affiliate of SunTrust Banks. Nunn-Lugar Award for Promoting Nuclear Security, Reporting Requirements and Modification Requests. She As part 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, Nonetheless, the founder soon realized that AMA needed to get bigger to develop capacity and expertise in key disciplines. "More banks are going to have to try that," he says. Ms. Lagomasino will stand for election along with the companys other directors at Disneys next annual meeting. Maria Elena Lagomasino (age 74) is listed at 6597 Nicholas Blvd Apt 1801 Naples, Fl 34108 and is He didn't want a single-family office because he preferred dissenting opinions and was wary of being beholden to any single-family client. 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. These cookies do not store any personal information. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. We aim to improve people's lives, from our employees to those who touch our business to the many communities we call home. The next year, Hispanic Business magazine named her one of its Women of the Year. Im focusing on fundraising here.. The board has elected Maria Elena Mel Lagomasino as Nunns successor as lead independent director. and Fordham SunTrust initially bought an 80 percent stake for an undisclosed sum. Lagomasino joined the Coca-Cola board in 2008. Political Campaign Contributions. Hispanic Business Magazine named her Woman of the Year in 2007. 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. She worked at the hospital, at her private clinic, raised four children and also volunteered her time to treat the poor. Total Named Director Compensation: The sum of all dollar values above. Maria Elena Lagomasino made $345,433 in total compensation. Beeck and his Cuban-born wife, Olga Maria, gave $10 million earlier this year to launch the Beeck Center for Social Impact and Innovation at Georgetown University. in computer science and an M.S. Five years ago AMA had one office in Palm Beach, 21 client families and $500 million in assets. She was one of two female students at the school of medicine in So Paulo and the first female doctor in my hometown. But it was not just for Coca-Cola alone she also sat as a director in various organisations including the Lincoln Center theatre of Performing Arts. The result is shared opportunity for communities, customers, employees and shareowners. 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. Prior to Facebook, Everson was corporate vice president of the Global Advertising Sales and Trade Marketing Teams at Microsoft. Zenia Mucha Dear James, We are delighted to confirm your new position as President and Chief Executive Officer, Job Grade 26, with an effective date of May 1, 2017. The information contained in this letter provides details of your new position. Allen & Co. is a privately held investment banking firm based in New York, focused on the media, entertainment, technology and other innovative industries. - Vol. Lagomasino was different. Perry remains chairman. He is a native of Britain. WebMini Bio (1) Maria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Atholl Simpson, By Early-life family experience in fleeing repression and suffering devastating financial loss has molded this banker's mission of safeguarding assets. Perry set up AMA in 1989. From 1997 to 2001, she served as U.S. Secretary of Labor. $200,000 was awarded as stock and Prior to Viacom, Everson worked at Primedia, Walt Disney Imagineering and Accenture Consulting. She was a pioneer in the prevention and treatment of womens cancer. David B. Weinberg has been a Director of The Coca-Cola Company since 2015. She is also a Director of Cummins Inc., Entergy Corporation and MGM Resorts International. He even managed the investments until 1996, when he brought in an outside chief investment officer. Mr. James Quincey. 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. The Board of Directors of The Coca-Cola Company today elected So he took on a few large families and eventually gave up his other professional interests to run the business. Society. As president of Allen & Co., Allen has supervised all business operations, including financial advisory and investment banking services to public and private companies. Ms. Herman is the Chair and Chief Executive Officer of New Ventures LLC, a corporate consulting company, and has held these positions since 2001. A recognized global leader in the wealth-management industry, she is a founder of the Institute for the Fiduciary Standard, an investor think tank. Private Bank, a division of JP Morgan Chase & Co., from 2001 to 2005. Quincey, who first joined the company in 1996, has held a number of leadership roles around the world. Maria LagomasinoPolitical Campaign Contributions2016 Election Cycle. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. A graduate of Manhattanville College (B.A. Prior to joining Davis Selected Advisers, he served as a research analyst at Tanaka Capital Management and as an accountant at State Street Bank and Trust Company. Will Schmitt, By April 27, 2017 . See how our company and system employees make this possible every day and learn more about our areas of focus in sustainability. She has a masters degree in business administration from Harvard Business School. Maria Elena Lagomasino serves as Independent Director of the Company. Before meeting Lagomasino, Perry had interviewed about 40 candidates in an effort to strengthen his firm's leadership, but concluded that none of them "got it." "We've made a lot of headway, but it has been a long road," he adds. She previously served as a director of Hertz Global Holdings, Inc. from June 2016 to May 2018. Her other previous roles included seven years at Viacom, where she ultimately served as chief operating officer at MTVN Ad Sales at Viacom. James Quincey is Chairman and CEO of The Coca-Cola Company. Mr. Diller is also Chairman of the Board and Senior Executive of Expedia Group, Inc., an online travel company. My mother. 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. 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 is also a Director of The Walt Disney Company. In other words, the same executive could not hold both roles. 1 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 $0 was received as change in pension value and nonqualified deferred compensation earnings, Wealthy Latin Americans, especially those living abroad, are increasing their philanthropic giving and contributing to efforts to build civil society in their home countries, the New York Times reports. 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. 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. This website uses cookies to improve your experience. Perry says that by the time he left, he had found his business "soulmate." Each brings extensive wealth management experience to the firm, which has recently surpassed $2 billion in assets under management. $0 was received as options, 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. For those interested in conducting a detailed compensation analysis, we recommend that you review the entire proxy statement. 17.2014/15, 3, p. 20-26 The Coca-Cola Company is the world's largest beverage company, She Be Inspired! Asset Management Advisors is enjoying rapid growth in the ultra-high-net-worth market. She also got her Master of Library Science, at Columbia University, in 1975. de Empresas, 3 km oeste del cruce de Barrio San Jos, contiguo al Vivero Procesa. She was a pioneer in the prevention and treatment of womens cancer. Maria obtained a Bachelors degree in French Literature, obtained from the College of Manhattanville in 1970. Ha trabajado con familias exitosas financieramente durante ms de tres dcadas. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. Change in Pension Value and Nonqualified Deferred Compensation Earnings. Under his leadership, the group expanded its brand portfolio and improved market share. WebMaria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Lagomasino began her career refreshing consumers with more than 450 sparkling and still brands. 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. Give To Colombia is a tax-exempt organization that facilitates the channeling of resources towards high-impact social projects in Colombia and Latin America. The scene: an 11-year-old girl standing by her father's side while boarding a plane to the United States. Before founding WE, Lagomasino served as CEO of GenSpring Family Offices, a wealth-management firm. We've established a portfolio of drinks that are best positioned to grow in an ever-changing marketplace. Ulloa along with Maria Elena Lagomasino and Michael Zeuner, ex CEO and ex executive director of GenSpring, respectively, joined the new project of WE. in 2007, she spent three years at IBM Global Services as a senior consultant in supply chain and customer relationship management. Carolyn Everson was elected as a Director of The Coca-Cola Company in 2022. Born on 27 March 1949, Maria who is also referred to as MEL has worked as Take My Advice. From 2001 to 2006, she served as program director in the Global Health Program at the Bill & Melinda Gates Foundation. 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. Daniel Gil, 1999 - 2023 citywire.com. Herb Allen was elected as a Director of The Coca-Cola Company in 2021. Ms. Lagomasino is the Chief Executive Officer and 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. She won the competition twice at the African Games and was the 2018 Commonwealth and African champion. Before founding WE Family Offices, Ms. Lagomasino served as CEO of GenSpring Family Offices, a leading wealth management firm. 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. Lookup other condos in this complex It was built in 2002. He became CEO in 2017 and was elected Chairman of the Board in 2019. at Manhattanville College, an M.S. In August 2015, Private Asset Management magazine named her one of the 50 Most Influential Women in Private Wealth. 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. These cookies will be stored in your browser only with your consent. Visit lattitude.net now! 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. We go about our day and we really do not know what challenges colleagues or friends are going through. Sustainability & Governance Resource Center. Get the latest updates on G2C projects and events. Because of the name, Asset Management Advisors, potential clients often assume that it is a traditional money manager. She is also a Director of The Walt Disney Company. WEALTH MANAGEMENT -. resources and enhance the economic development of the communities Lagomasino was chairman and chief executive officer of JP Morgan $140,000 was received as fees earned or paid in cash, She earned a B.S. She is also a member of the Council on Foreign Relations. His host, who was pleased to learn that the company she envisioned already existed, felt exactly the same way. Maria Elena Lagomasino. "The resource center keeps everyone nourished," says Lagomasino. Ms. 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. Mr. Diller served as the non-executive Chairman of Live Nation Entertainment, Inc. from January 2010 to October 2010 and was a member of its Board until January 2011. Prior to that role, she was vice president, Global Business Group, at Facebook, now known as Meta, where she led a global team of more than 4,000 people and was responsible for over $80 billion in revenue. 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. Ms. Lagomasino is chief executive officer of GenSpring Family including Diet Coke, Fanta, Sprite, Coca-Cola Zero, vitaminwater, Ulloa along with Maria Elena Lagomasino and Michael Zeuner, ex CEO and ex executive director of GenSpring, respectively, joined the new project of WE. Fees Earned or Paid in Cash: This is the amount of fixed retainers and meeting fees and paid in the form of cash. She served as Chief Executive Officer, The Chicago Community Trust, a community foundation dedicated to improving the Chicago region through strategic grant making, civic engagement and inspiring philanthropy, from October 2017 to June 2022. completed graduate work at both Columbia University (M.S.) Actualmente es directora ejecutiva y socia gerente de WE Family Offices. 2016 Election Cycle. Both corporations have "We had intense soul-searching discussions on how to keep the close, friendly, high-touch service," Perry says. In August 2015, Private Asset Management named Ms. Lagomasino one of the 50 most influential women in Wealth Management. "The people who come here have a fundamental belief in working in an unconflicted way for the family," she says. Mr. Quincey is also a director at Pfizer Inc. Caroline Tsay has been a Director of The Coca-Cola Company since April 2018. 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. Lagomasino is a respected leader in the finance and investment field and also has a wealth of experience with, and keen understanding of, global consumer brands, said Robert A. Iger, Disneys chairman and chief executive officer. Look at all these kids who are ending up on the U.S. border. And in 1982 she obtained Master of Business Administration (MBA), at Fordham University. Following the Chase-JP Morgan merger, she became chairman and CEO of JP Morgan Private Bank. Alexis M. Herman. Currently James Quincey After working with the famous Coca-Cola Company she was voted as a member for the board of directors in 2008. Stock Awards: Compensation paid in the form of company equity that is structured as restricted stock. View limitations & usage restriction. Leaders Wealth management Financial planning Retirement planning Speakers Maria Elena Lagomasino is a Hispanic businesswoman and founder of WE family offices. Catch up on the latest Coca-Cola news from around the globe - from exciting brand innovation to the latest sustainability projects. Company's beverages at a rate of 1.5 billion servings a day. The temptation is to sacrifice customized service for economies of scale. The Flight to Crypto Quality: Risk Management at Center Stage, Modern Slavery Act Transparency Statement. She is a member of the Council on Foreign Relations. 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. AMA's business model is straightforward: Sell customized, independent advice to individuals and families with $25 million or more in investable assets. Provides CEO, CFO, Director and Chief Executives trade reports, independent equity research, and stock screening. On a mission to serve families, the three have set out to once again change the face of the wealth management 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. Ms. Lagomasino had been with Chase Manhattan since 1983. Also, proxies must disclose specific detailed information regarding the pay practices for certain executives. Look at all these kids who are ending up on the U.S. border. Mr. Diller is also a director at MGM Resorts International. Ms. Tsay previously served as Vice President and General Manager of Software at Hewlett Packard Enterprise Company (HPE). 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. provider of sparkling beverages, juices and juice drinks and March 11, 2007. 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 "We're the unbank," says Lagomasino, whose charge is to accelerate AMA's expansion beyond its roots in the Southeast -- without diluting its service culture. Lagomasino serves on the boards of Carnegie Corporation of New York, the Coca-Cola Company, and the Walt Disney Company. where we operate. For an enterprise that is aiming to rewrite the rules of wealth management, that simply won't do. "We told our original shareholders that we never wanted to deal with more than 50 families," he says. We will never sell or give your data to a third party. She served as Chair of the Business Advisory Board of Sodexo, Inc., an integrated food and facilities management services company, through 2013 and serves as a member of Toyota Motor Corporation's Diversity Advisory Board and Global Advisory Board. WebRead more about the author Maria Elena Lagomasino at L'ATTITUDE. She was followed out the door less than a Prior to Allen & Co., Allen held positions with T. Rowe Price and Botts & Co. Ltd. Allen is a graduate of Yale University and lives in New York. Named Woman of Year, Hispanic Business magazine, 2007; named one of 25 Women to Watch, United States Banker, 2003, 25 Most Powerful Women in Finance, 2010; named to Hispanic Business Corporation Elite, 2004. The information shown here is a reporting of information included in the company's proxy statement. April 27, 2017 . From "The preponderance of new clients at AMA have come from the SunTrust franchise," says Rogers. As a member of Board of Directors at COCA COLA CO, In August 2015, she was named one of the 50 most influential women in Wealth Management by Private Asset Management. He previously served as a director of ManpowerGroup Inc. from 2004 to 2015 and International Consolidated Airlines Group, S.A. from 2016 to 2020. She was a pioneer for equal opportunities and pay for women in sports and a tireless advocate for LGBTQ rights. WebMel serves on the boards of The Walt Disney Company and The Coca-Cola Company. 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. Web17 Oct 2008 --- As part of her election, Ms. Lagomasino will serve on the Company's Committee on Directors and Corporate Governance and Compensation Committee. SunTrust's Rogers says there was "zero discussion" about creating more leverage by adding clients to the first office. Ms. American Banker named her one of 2012s Top 25 Women in Finance. Coronavirus Tips Working and Protection. 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. As Lagomasino builds the business, she says her next challenge is rebranding the firm. Managing both his business and his wealth proved too much for Perry, so he decided to look for help. 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. in management science and engineering, both from Stanford University. After doling out equity interests to AMA's new management team last year that are convertible into SunTrust shares, its holdings dropped to 70 percent. Maria is one of the worlds powerful women who got to the top through their self-made efforts. She always knows exactly what to say and she is the bravest, most determined woman in the world. University (M.B.A.). He served as Chief Executive Officer and a Director of WM Morrison Supermarkets PLC, a leading supermarket chain in the United Kingdom, from September 2006 to April 2010. distribution system, consumers in more than 200 countries enjoy the By Annlee Ellingson Managing Editor, L.A. Business First . This morning, National Legal and Policy Center presented a proposal at The Coca-Cola Companys annual shareholder meeting that asks the board to implement a policy to require the Chair of the Board of Directors to be an independent member from the CEO. Mr. Bolland has been a Director of The Coca-Cola Company since 2015. 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 says the plan is to extend ownership deeper into AMA's ranks. Want to connect with other businesses in the Latino community? He is an advisory board member for the Stanford Center on Philanthropy and Civil Society and the Center for a New Economy. 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. And virtually all of the firm's clients who were with AMA when it launched are still there today. Instituto Centroamericano de Admin. 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. Prior to that she served as chairman and chief executive officer of JP Morgan Private Bank. Mr. Bolland also is a director of Exor N.V. Ms. Botn has been a Director of The Coca-Cola Company since 2013. 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.