Kevin is an external member of Arlington’s Investment Board and serves as Managing Member for Citation Partners, LLC in New York. He has over thirty years of experience researching and managing multi-billion dollar assets for institutions around the globe. Prior experience includes ten years for Neuberger Berman, a New York based investment advisor, where he was a Partner and Co-managed the Firm’s flagship value-oriented mutual fund and a Member for Minot Capital, LLC.
He began his career in 1983 as an Equity Research Analyst and has experience in a wide-array of industries including emerging growth, financial services, telecom, electric utility, industrial cyclical and consumer goods. He served four years as Managing Director for Tremblant Capital Group where he assembled and managed a research team responsible for long/short equity investments in various sectors, both global and domestic. Additionally, Kevin served two years as Senior Vice President and Equity Research Analyst for Kemper Financial and over three years with Banc One Asset Management.
Kevin earned a Bachelor’s of Science Degree in Finance from the University of Louisville and currently resides in New York.
Jack Edmondson, CFA
Jack is an external member of Arlington’s Investment Board. He joined Oxford University’s Endowment Management office in 2009 where he serves as Investment Director. He began his career in public markets as an Investment Analyst with Merrill Lynch Investment Managers in 1999, and has since worked as a Corporate Financial specialist at McKinsey & Co., and in private equity at Exponent Private Equity.
More broadly, Jack is a member on several external Investment Committees, various Limited Partnership Advisory Boards, is an Associate Fellow at the Said Business School in Oxford, and is a member of the Associated Faculty at the Blavatnik School of Government.
Jack earned an MBA with Distinction from the University of Oxford, and holds a first class degree in History from Durham University, and is a CFA charterholder.
James E. Hughes, Jr.
Jay is a retired counselor of law in New York City. He is the author of Family Wealth: Keeping It in the Family, as well as numerous articles on family governance and wealth preservation. Jay was the founder of the New York City firm Hughes and Whitaker, where he focused on the representation of private clients throughout the world. He frequently facilitates multi-generational family meetings with an emphasis on mission statements and governance issues. He is the fifth generation of his family to be called to the legal profession. Jay was educated at the Far Brook School and later graduated from the Pingry School, Princeton University and the Columbia University School of Law. He now resides in Aspen, Colorado.
Peter A. Evans
Peter serves as advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises. He has worked with and presented to hundreds of families across the world. Prior to his current role, for 26 years Peter was involved in many facets of Laird Norton Company LLC, a 150-year-old seventh-generation family enterprise. He concluded his tenure as President in 2004 but remains a member of the family and company. Peter was primarily responsible for the stewardship of the family’s long-standing values and traditions and the family’s intellectual, human, and social assets.
Peter earned a Masters of Science in Management from Antioch University, and a Bachelors of Arts from Western Washington University in Physical Anthropology, with concentrations in Chemistry and Biology. Peter is a Trustee of Prescott College; a member and Director of World Presidents Organization; and Past Chairman of the Collaboration for Family Flourishing, a network of cross-discipline practitioners supporting affluent families. A Seattle resident, Peter is a US Coast Guard licensed Master. He, his wife Melissa, and their two children enjoy exploring the beauty of the Pacific Northwest Coast with family and friends.
Ulrich Burkhard serves as Chairman of the Marcuard Family Office. Until mid-2013, he was CEO of the company. In conjunction with partners, he founded the Marcuard Family Office in 1999. Over the next 15 years, he systematically expanded the Family Office platform. He is currently a member of various Boards of Directors. Marcuard Family office serves approximately 14 clients with assets in excess of $4 billion. Before founding Marcuard Family Office, Ulrich held overall responsibility for the entire Latin American market at Bank J. Vontobel & Co. Ltd., Zurich where he also served as a member of its Private Banking board. Prior to his role in Zurich, he was Head Private Banking Latin America at Vontobel USA Inc., New York. Ulrich began his career at Bank J. Vontobel & Co. Ltd., Zurich focusing on global investment management and private banking.
Ulrich earned a Bachelor of Science and Business Administration (Swiss Federal Certificate) from the University of Applied Sciences, Zurich. He is fluent in German, English and Spanish.