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 2019, 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 $1.8 billion in planned gifts; benefiting both their clients and over 400 selected nonprofits. 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 - CEO of Give Back Nation
Kyle has held management positions with UPS, Lowes and The Bank of New York Mellon. In 2006, 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. In 2016, he founded COMPETE Nation, providing opportunities for those with a passion to COMPETE and give back.
Kyle’s mission is to help great causes expand their impact while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida and is a member of The Charitable Capital Institute.
Bill Hortz is an independent business consultant and Founder/Dean of the Institute for Innovation Development- a financial services business innovation platform and network. With over 30 years of experience in the financial services industry including expertise in sales/marketing/branding of asset management firms, as well as, creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms, including OppenheimerFunds, Neuberger&Berman and Templeton Funds Distributors. His wide ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation and strategic account management as the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.
Gregory E. Crawford, TEP, CFP — President of Alliance Trust Company of Nevada
Greg develops strategy, drives growth, and oversees operations. For two decades, Greg has designed and implemented asset management and asset protection plans for multi-generational families in the United States and abroad for some of the largest institutions in the world. This work involves comprehensive financial planning, portfolio design, business entity structure strategy, and sophisticated estate planning techniques. Greg is a regular speaker on the benefits and advantages of Nevada trust situs at law school conferences around the country. Greg holds a Bachelor of Arts from the University of California, Davis, and a Master of Health Administration from the University of Minnesota. Mr. Crawford has been quoted in publications such as The Wall Street Journal, The New York Times, The Financial Times of London, and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA — Shareholder of Sirote and Permutt, PC
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.
James Sekel — Senior Vice President of Private Banking at TriState Capital Bank
In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.
Derek Craig, MBA, CPIM, LSC, CSSGB — Vice President of Global Supply Chain 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.