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Team
Leading
Takes A Team
Hi, Nice To Meet You
Brad Albrecht
Principal, Investments
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
Patrice Haryanto
Senior Associate, Investments
Tom Hennessy
Senior Accountant
Perry Hoag
Staff Accountant
Jo Anne Jarosik
Administrative Manager
Alicja Kolendo
Senior Director, Tax
Dan Lagerstrom
Controller
Danielle Llevada
Executive Assistant
Zach Mieczkowski
Tax Accountant
Sean Nolan
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
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.