Features

Scott Stone – Pentegra

Back in his days at the University of Kansas, Pentegra’s CIO Scott Stone had a professor who laid out what he called “the first three rules of investment finance”. Rule one: Get the cash. Rule two: Get the darn cash. Rule three: Get the darn cash now. Although Stone cautions that the reality of the […]

Shan Bhati and Peter Petros – Edelman

“At this point, we can read each other’s minds,” says attorney Shan Bhati of her co-counsel Peter Petros. The two attorneys may not have super powers, but after 11 years of working together to build the legal department of the world’s largest public relations firm, Bhati and Petros have formed a partnership that’s unique in […]

Shoretel

The public is conditioned to see the world of finance as one of cut-throat power plays and constant hustle. While it is fast paced, at least one CFO says that patience and intuition can’t be overlooked. Michael Healy has been in the finance game for 30 years and has led over a dozen acquisitions, all […]

Sofia Almeida Montero – QBE Seguros Colonial S.A.

In a way, Sofia Almeida Montero’s career started with a lie—however white and well-intentioned. When she was 18, Almeida arrived at what would be her “alma mater” to take what she thought was a pre-university political science test. After notching one of the highest scores in her class, Almeida soon discovered she’d instead been enrolled […]

Sofia Zuloaga – Aon

The legal department might have run like clockwork when, at just 32, Sofia Zuloaga joined the South American arm of professional services giant Aon, the first woman to manage the legal functions of a subregion that includes Argentina, Chile and Peru. But Zuloaga wanted the department to be about more than just cold efficiency. For […]

Steve Barimo, Andrew Mehalko – AM Global Family Investment Office

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

Tad Hill – Freedom Financial Group

The biblical passage about it being better to give than to receive hit home early for Tad Hill. Son of a farmer father and a social worker mother, the young Hill often accompanied his mom as she tended to the elderly and infirm in and around Birmingham, Alabama. The old and disabled folks took a […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

Ted Kakoyiannis – Valyrian Capital LLC

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]

Terry Hay – Scandinavian Building Services Ltd

The road to the Monster Jam World Finals XVIII passed through the Northlands Coliseum (also known as Rexall Place) in Edmonton, Alberta, the first weekend in February, with the legendary Randy Brown and his Grave Digger ripping and roaring around the track and over the mounds, leaving a packed house of novelty truck enthusiasts sky […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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vol. I 2019

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