Board Of Trustees
Nicholas L. Gregory, ChFE , CEBA, ChCCA - CEO of The Financial Engineering Institute
Nicholas L. Gregory is also President and CEO of The Financial Engineering Institute, LLC; the governing body and grantor of the professional designation, Chartered Financial Engineer. He is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities. Mr. Gregory is also President of The Charitable Capital Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities. In 2017, his firm’s 34 licensed offices across the country and over 4,700 participated financial advisors, accountants and attorneys were directly involved in more than $326,000,000 in planned gifts; benefiting both their clients and over 376 selected non-profits. Nick, his son, Kyle, and several other entrepreneurial philanthropists are using their past experiences and successes to make our organization the number one resource for giving in the Nation.
Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Partnership for Philanthropic Planning and The Financial Engineering Institute.
Kyle C. Gregory, ChCCA - President of Give Back Nation
Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle, his father, Nick, and several other entrepreneurial philanthropists spent more than five years in planning the launch of Give Back Nation.
Kyle’s mission is to help great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelor's degree in Business Management from the University of Central Florida.
Ronald Gilbert — President and Co-Founder of ESOP Services
With over thirty years of experience, Ron heads up an international consulting firm specializing in all aspects of Employee Stock Ownership Plan (“ESOP”) applications and ESOP privatization for private and public companies and government-owned entities. He currently serves on The ESOP Association’s Board of Governors and its Legislative and Regulatory Advisory Committee. He is a former member of the board of directors of the National Center for Employee Ownership.
Eric Knauss — Chief Executive Officer of Proteus, LLC
Eric heads up Proteus, an integrated technology alternative asset solutions platform built to eliminate the inefficiencies of private investments for investors, advisors and family offices. Beginning his extensive career with Merrill Lynch over 32 years ago, Eric spent more than 11 years at T. Rowe Price where he established and managed the firm’s Private Client Group and was Chairman of the firm’s After-Tax Asset Allocation Committee. Eric then worked for the multi-family office, Spruce Private Investors and moved on to GenSpring Family Offices as a lead investment professional. Eric then developed a holistic, open-architecture wealth advisory platform for Lazard Wealth Management as its Director of Client Relationship Management Group and was Managing Partner of both Portfolio Management and Wealth Advisory at Deltec Wealth Management.
Derek Craig, MBA, CPIM, LSC, CSSGB — Director of Global Perfect Execution of Emerson Process Management
Derek has years of Fortune 500 experience in the Shipping, Logistics and Manufacturing industries at UPS, SPX Corporation and Emerson. His successes in Operations Management, Lean Enterprise implementation and Operational Improvements have taken him across the globe; resulting in millions of dollars of hard savings for his companies. Derek holds certifications in Lean, Six Sigma, and Production and Inventory Management (CPIM). Mr. Craig holds an Industrial Engineering Degree from the University of Central Florida and a Masters of Business Administration from Arizona State University.
Joel Thomas — President of Stratos Jet Charters
Joel Thomas is the Founder and President of Stratos Jet Charters. Stratos Jet Charters has grown into one of the nation's most respected air charter agencies. He has served on the board of the Air Charter Association of North America as President, as Vice President and is the current Chairman. Mr. Thomas has been called on repeatedly to represent the air charter brokerage industry, from ACANA panel discussions to speaking at several key events. Joel has also contributed to numerous articles that have been published by the Air Charter Journal, NATA’s Aviation Business Magazine, Business Jet Traveler and the Gallery Magazine.
Brent Burns, MBA — President and Founder of Asset Dedication
Brent brings more than a decade of financial and investment experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-Founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. In addition to his role at Asset Dedication, Brent periodically teaches the Personal Finance courses in the MBA and undergraduate programs at the University of San Francisco School of Management. Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley. Brent is also a former world-class pole vaulter and was a member of the U.S. National Track and Field Team.