Randy finds ethical solutions to hard problems involving technology, mindfulness, and social impact. He is a Co-Founder of Center for Humane Technology, which was featured in The Social Dilemma, watched by over 100 million people globally. Randy started his career at NVIDIA, where he managed award-winning projects, authored three #1-ranked 3D graphics books, and was a founding Board Member of the NVIDIA Foundation over 7 years. Randy also served for 7 years as founding Executive Director at Mindful Schools, a nonprofit that taught mindfulness to millions of kids worldwide. He also serves on the Spirit Rock Meditation Center board.

Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise in the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments. In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate, and service the aggregation, reconciliation, and reporting platform.

Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010. Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 15 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.

Yoni Malchi is a Managing Director in Consulting Services at WWT focused on AI and Cloud Strategy. He leads AI engagements with key customers bridging the gap between the business and technology teams. Yoni also leads the AI R&D efforts which researches cutting-edge AI techniques, tools, and platforms to provide differentiated recommendations to our clients.

Amy Freidinger is a seasoned professional with over 20 years of experience in the family office industry. She currently serves as the Chief Operating Officer at Tao Capital Partners LLC, a single-family office in San Francisco that provides wealth management services to a multigenerational UHNW family. In her role, Amy oversees the Operations/IT, Tax, and Client Relations functions, and serves as Treasurer for the family's private foundation.

Tim is the COO of Shade Tree Advisors, responsible for overseeing strategic and tactical operations. With over 20 years in financial services, he previously worked at Goldman Sachs, where he served as COO of both the Ayco Family Office and the Goldman Sachs Partners Family Office. Tim holds a BS in Finance from Siena College and an MBA from Union Graduate College. He is passionate about automobiles and supports animal rescue organizations, residing in Saratoga Springs, NY with his wife and two dogs.