Listed below is our management team. To see each person’s professional biography, please click on their name.

Thomas R. Livergood, Chief Executive Officer

Robert W. Casey, Senior Managing Director, Research

Teddie Ussery, Senior Managing Director, Education & Consulting

Maitreyee B. Angelo, Managing Director

Timothy Barg, Managing Director

Katherine Fischer, Managing Director

Kathleen Allen, Managing Director

Kathleen A. Harbke, Executive Assistant and Office Manager

Thomas R. Livergood is Chief Executive Officer of The Family Wealth Alliance. The Alliance is an independent advocate and objective resource to private families and the firms that serve them. The Alliance’s core value is “We Place Families First” and its sustainable competitive advantage is attracting, understanding, and matching key relationships amongst private families and best-in-class firms who share this core value. Launched in 2003, the firm is based in west-suburban Wheaton, Illinois, USA.

Tom has been quoted in Financial Times, Business Week, The Wall Street Journal, New York Magazine, the New York Times, the Washington Post, Bloomberg Markets and numerous other trade and popular print and online media. He has been published in Worth, CCH and Families in Business magazines, and interviewed live on Fox News Network, WGN Radio, and Voice of America.

Tom has spoken at Campden’s European and Asia Pacific Family Office Conferences in London and Hong Kong, respectively, and has twice been a panelist at the Milken Institute’s Annual Global Conference in Beverly Hills. Tom is the opening session speaker at the 2008 IIR Family Office Forum and has recently spoken at the IMCA National Conference, the Schwab IMPACT Conference, and for three years was the lead-off faculty member for the Chubb Advanced School. In addition, he has spoken at the annual meetings and special gatherings by invitation from organizations such as Ashbridge, Harris myCFO, Hub International, Marsh, Pitcairn, and State Street as well as the FLC and Zero Alpha Groups.

Prior to founding The Alliance, Tom was with Family Office Exchange during the early 2000s, Harris/BMO Private Bank during the 1990s, and CIGNA Financial Services during the 1980s. A double graduate of Bradley University, he holds the BA degree in Liberal Arts (1977), and the MBA in Finance (1979).

Robert W. Casey is Senior Managing Director for Research for The Family Wealth Alliance. He leads the firm’s 3rd Annual Multifamily Office Study and was involved from the beginning in the first two MFO studies with The Alliance’s founder, Tom Livergood. He is also involved in a number of consulting assignments for the firm.

Bob is also an independent consultant and long-time observer of the financial advisory industry. Consulting clients include investment firms, banks, financial publishers and other organizations interested in the area of wealth management. He developed Wealth Manager magazine and served as founding editor until its sale by Bloomberg LP in 2005.

He is former managing editor of American Banker, founding editor of Your Company magazine (now Fortune Small Business) and the original planning editor/Money for USA Today. Bob is a graduate of The Wharton School of the University of Pennsylvania (MBA), the Medill School of Journalism of Northwestern University (BS, MS) and holds a certificate in financial planning from New York University.

Teddie L. Ussery is Senior Managing Director for Education and Consulting for The Family Wealth Alliance. She leads the firm’s Family Education initiative. In addition, she handles many of the Family Office consulting assignments, as well as Private Banking & Trust engagements.

Teddie is also Founder of Family Office Matters LLC. For the past 25 years, Teddie has worked to develop the Family Office and to provide delivery of these services to families through Single and Multifamily Office structures. She most recently managed an MFO/SFO by providing comprehensive asset management, financial and fiduciary planning, as well as investment expertise for a broad range of assets. An expert in multigenerational family wealth management, Teddie’s career has focused on managing diverse challenges such as integrating family dynamics and resolving inter-generational issues concerning assets and inheritances.

As former Senior Vice President of Synovus Trust Company, Teddie founded and led the Family Asset Management Group to sustained growth of $4.2 Billion in assets. She enjoys volunteer positions with a number of boards and foundations as a community and family advocate. Teddie is also a noted national speaker and expert in the Family Office arena and has been quoted in such prestigious publications as Private Asset Management and Bloomberg Wealth Manager. A graduate of Cannon Trust School majoring in Trust Administration, she is a member of several national Family Office entities, including the New York Panel on Family Offices and Family Legacy Group.

Maitreyee B. Angelo
Managing Director, Public Relations & Project Management

Maitreyee B. Angelo brings a varied set of skills to The Alliance. She is responsible for promoting events, raising awareness of partnership and involvement opportunities, assisting with research projects, and serving as the firm’s Relationship Manager. During college in India, she started her career in television as an interviewer and talk show host, and went on to anchor the nightly English news. She also hosted several popular music shows and read the English news for All India Radio. Maitreyee has produced documentaries for Wisconsin Public Radio and business audio books for Fast Track Publishing Company.

As Managing A/V Producer at Nightingale-Conant Corporation, Maitreyee produced best-selling audio and video programs for training and personal development with world-renowned authors. Her firm, Angelo & Associates, Inc. provides focus group moderation for marketing research, candidate development services for executive recruiting firms, and articles on home furnishings, textiles and accessories for US and foreign trade publications. Her sales and marketing background includes real estate, engineering services and international media.

Maitreyee currently serves on the Advisory Board of The Education Center for Developmental Resources, volunteers as a tutor, and is involved with World Vision and MADD. She received a Rotary International Graduate Scholarship to the University of Wisconsin, Madison, where she received a Master’s degree in Communication Arts. Maitreyee also holds Bachelor’s and Master’s degrees in English (honors) from St. Stephen’s College and University of Delhi, India, and a three-year Diplôme in French from Alliance Française de Delhi.

Timothy Barg
Managing Director

Tim is Managing Director for The Alliance. Tim leads the firm’s online strategy and infrastructure initiatives. In addition, Tim assists with new product development, research and other consulting projects.

Tim is also founder of ARTGEM LLC, a management consulting firm that serves small business, non-profit and professional service organizations in the areas of online strategy, business intelligence, new product development and general management. Tim has spent his career delivering new products to market and managing the operations of early stage entrepreneurial software, service and non-profit organizations. A strategic yet practical thinker, Tim has a unique ability to navigate visionary leaders and their organizations from idea to market.

Tim is co-inventor of US Patent 6707454: Systems and Methods for Visualizing Multi-dimensional Data in Spreadsheets and other Data. He received a Bachelor of Science degree from DeVry University in Chicago.

Katherine Fischer
Managing Director

Katie Fischer is a Managing Director of The Family Wealth Alliance’s Wheaton, IL office. In this capacity, her primary responsibilities are to serve as a relationship manager, raise awareness of new firm initiatives, and assist with research projects and consulting engagements for the firm.

Prior to joining The Alliance, Katie served as a Client Associate at Gresham Partners, LLC, a wealth advisory firm in Chicago. In this role, she managed client and other professional advisor relationships for individuals and families with investable assets of greater than $25 million. Her client relationships included affluent individuals and families around the U.S., including corporate executives, business owners, family members of inherited wealth, and professional investors. Her experience includes delivering customized asset allocation and investment management services, routine cash flow planning, tax planning, estate and wealth transfer planning, and philanthropic planning. Prior to Gresham, Katie helped form an SFO of a retiring Chairman of a Fortune 100 company. She began her career with the Chicago office of Ernst & Young, LLP, providing financial planning and tax compliance services to corporate executives and families.

Katie earned her B.S. in Commerce, major in Accounting, from DePaul University in Chicago, IL and is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®) professional.

Kathleen Allen
Managing Director

Kate's responsibilities focus on building new relationships, The Alliance Security Council and raising awareness of The Alliance initiatives and partnership opportunities.

While in the Clinton Administration, Kate was the primary liaison between the Under Secretary of State and the principals of the National Security Council, the Pentagon and the State Department. She acted as U.S. Notetaker at the G7 Economic Summit in Tokyo. Before that, Kate served the President of the Council on Foreign Relations in New York City evaluating intelligence materials and working with foreign dignitaries and leaders in the business and academic communities.

As a Vice President of Marketing for Bankers Trust Private Bank, Kate built relationships with clients and worked with advisors to address a myriad of issues that concern families of means; trust and estate, philanthropic and family security. She was head of the charitable giving program and community sponsorships. For the past several years, Kate was a senior account executive in the destination club industry addressing non-financial desires of families and corporate entities.

Kate is a graduate of Sarah Lawrence College in Bronxville, NY and The International Center of Photography in NYC. She has served on several non-profit boards and was a member of The Family Advisory Service at Bankers Trust and a corporate member of the Council on Foreign Relations. She resides in Westport, CT.

Kathleen A. Harbke
Executive Assistant and Office Manager

Kathy brings her 20+ years of experience working in both Fortune 500 companies and entrepreneurial businesses to The Alliance. In addition to the day-to-day running of the office, she provides administrative support for The Alliance’s management team. She is responsible for setting up conference calls, and coordinating The Alliance’s meetings and events. She also provides executive assistance for The Family Wealth Alliance’s entire management team.

Kathy’s past experiences include working in the financial arena with Primerica Financial Services where she provided financial education for middle income families and helped them take control of their financial lives. She also worked for Kraft Foods as a Customer Service Coordinator, where she functioned as a liaison between Kraft salespeople, buyers, and warehouse managers.

Kathy, a St. Louis, MO native, is a graduate of the University of Missouri at St. Louis where she received a Bachelor of Science degree in Business Administration. She is very involved in the Music Ministry and Dream Ministry and serves on many committees at her parish, St. Isidore, in Bloomingdale, IL.