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
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.
Mary Duke, Esq., TEP, CMA
Mary’s experience spans a breadth of family wealth disciplines including cross-border and inter-generational wealth transfer strategies, private investments, fiduciary practices, tax, philanthropy, family offices and succession planning and governance for families and their businesses.
Mary works with a small number of private families and their advisors, helping navigate the challenges of successful wealth transition. She draws on more than 25 years of service: as head of two private family offices for prominent families with significant owned operating companies; as a private client attorney; and as head of an international private bank and related on-shore and off-shore trust companies.
As an author and public speaker, Mary is often quoted on topics relating to family wealth management in publications such as Barron’s, Financial Times, Forbes, The Economist, New York Times and Worth. She has conducted next-generation and family programs in Europe, the Middle East, Latin America, Asia and the Americas, and written on entrepreneurship in the next generation, family office architecture and navigating conflicts of interest among advisors.
Mary is a licensed attorney, a certified accountant, and member of the Collaboration for Family Flourishing, Purposeful Planning Institute, Family Firm Institute and a founding member of the Society of Trust and Estate Practitioners’ focus group for families with owned enterprises.
Mary resides in New York.
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.
Frank serves as the Chief Investment Officer for Marcuard Family Office. Prior to that, Frank served in various positions at Wegelin Private Bank and one of its successor organizations, 1741 Asset Management Ltd. These include the Head of Research where he was responsible for the research of the asset management division; Head Portfolio Manager with full responsibility of the management of all investment funds; and CEO of 1741 Asset Management, a Swiss based institutional asset manager with 50 employees.
Frank is an expert in asset allocation and use to serve institutional clients and family offices globally. Additionally, he served on the board of directors of two Luxembourg fund structure entities in the traditional and alternative space. His previous work experience includes positions as Head of Research at AIG Private Bank / AIG Investments and prior to that as trading strategies, risk management, and asset management consultant at KPMG and other companies.
Frank is a regular speaker at conferences and publishes in the fields of investment and risk management topics and supervises master thesis in applied financial mathematics at the ETH Zurich. Frank speaks fluently English and German and graduated from ETH Zurich with a Master’s Degree in Mathematics.
Rhett C. Bennett, CFA
Rhett is an external member of Arlington’s Investment Board. Rhett currently is the Director of Research at Stillwater a long short equity hedge fund headquartered in Palo Alto, CA. Formerly, Rhett was the Chief Investment Officer of Arlington.
He graduated from Brown University with a double major in Business Economics and History and also completed additional economic coursework at the University of New South Wales in Sydney, Australia. Rhett holds the Chartered Financial Analyst designation.