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Team
Leading
Takes A Team
Hi, Nice To Meet You
Stephanie Blackwell
Executive Assistant
Amy Borgmann
Senior Director, Family Engagement & Learning
Olivia Chiu
Executive Assistant
KC Downs
Managing Director, People & Culture
Alanna Dwight
Director, Investment Operations
Jake Fennelly
Senior Tax Accountant
Chad Fuller
Managing Director, Finance
Christine Hall
Trust Operations & Fiduciary Administration Lead
Tom Hennessy
Senior Accountant
Perry Hoag
Staff Accountant
Jo Anne Jarosik
Administrative Manager
Colin King
Staff Accountant
Alicja Kolendo
Senior Director, Tax
Dan Lagerstrom
Controller
Larisa Leuze
Staff Accountant
Lucy McFarland
Managing Director, Family Engagement & Learning
Matt McGinn
Director, Family Engagement & Learning
Zach Mieczkowski
Tax Accountant
Amanda Morris
Associate General Counsel
Mike Paradise
Accounting Manager
Scott Peppet
President, Chai Trust
Sophia Ruffolo
General Counsel & Head of Compliance
Ramzy Sabbara
Senior Tax Accountant
Brian Scharf
Managing Director, Investments
Susan Schwolow
Director, Tax
Michael Shiner
Senior Director, Family Engagement & Learning
Rachel Smith
Tax Manager
Jessica Strausbaugh
President
Philip Tinkler
Chief Strategy Officer, Chai Trust
Aaron Zell
Senior Associate, Investments
Zell Family Office
2 N. Riverside Plaza,
Suite 600
Chicago, IL 60606
P 312 454 1800
Zell Group Companies
All rights reserved.
A Zell Group Company
Chai Trust is the private trust company for the Zell family. Chai has two primary divisions: Equity Group Investments (EGI) and the Zell Family Office (ZFO). EGI is a private investment firm that focuses on direct investing in privately held companies across a variety of industries. The Zell Family Office (ZFO) is a family-focused office that supports the needs of the Zell Family, offering a range of services focused on enhancing their overall well-being, from their health to their finances.