Last updated: 4 January 2023 at 7:10pm EST. Maria Elena Lagomasino, 71, is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. 353. Dear James, We are delighted to confirm your new position as President and Chief Executive Officer, Job Grade 26, with an effective date of May 1, 2017. [1] Biography [ edit] Lagomasino received her B.A from Manhattanville College and her M.B.A from Fordham University. Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $822,188 and over the last 20 years she sold DIS stock worth over $0. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. Read more about the author Maria Elena Lagomasino at L'ATTITUDE. Two distinguished investment leaders have been named to Carnegie Corporation of New York's board of trustees: Maria Elena (Mel) Lagomasino, CEO & managing partner of the fiduciary firm WE Family Offices, and Kevin J. Conway, vice chairman of the private equity firm Clayton, Dubilier & Rice (CD&R). See the press releaseherefor more details. They settled in America and Lagomasino grew up in Connecticut, rose to the top of the corporate financial world, and is now a top director on the boards of both The Coca-Cola Company and The Walt Disney Company. In addition, she makes $346,530 as Independent Director at Walt Disney Co. She previously served as a Director of Avon Products, Inc. from December 2000 to March 2016. Maria Lagomasino Net Worth The estimated Net Worth of Maria Elena Lagomasino is at least $1.17 million dollars as of 10 August 2017. Read More Maria Lagomasino is 70, she's been the Independent Director of Walt Disney Co since 2015. Close extra sharing options. You can help Wikipedia by expanding it. Contribution Totals: Download all contribution records for this person from 1999 to present To a Spreadsheet or Other File Type: 2020 Transaction Count/Amount: 0/$0: 2018 Transaction Count/Amount: 2/$2,000: 2016 Transaction Count/Amount: Wikinews (0 entries) edit. Check if your Ma ria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. 3. He is also a member of the boards of The Walt Disney Company and The Coca-Cola Company. Views: 25 003. She is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. "Ms. Lagomasino is a respected leader in the finance and investment field and also has a wealth of experience with, and keen understanding of, global consumer brands," said Robert A. Iger . Disney adds Maria Elena Lagomasino to board. Ms. Lagomasino says being a Latino woman has helped her stand out with clients, and she believes being a female in the business has been more of an asset than it ever was a liability. Maria Elena Lagomasino Age : 72 Public asset : 3,976,761 USD Linked companies : The Coca-Cola Company - The Walt Disney Company Summary Maria Elena Lagomasino founded The Institute for the Fiduciary Standard. She took her niece and has since brought other family members who had never been there before to help them connect missing dots. A recognized global leader in the wealth-management industry, she is a founder of the Institute for the Fiduciary Standard, an investor think tank. #25 Maria Elena Lagomasino . Financial services executive Maria Elena Lagomasino has been appointed to the board of the Walt Disney Company as an independent director, Disney CEO Bob Iger announced Tuesday. Maria Lagomasino Political Campaign Contributions 2016 Election Cycle. Maria Elena Lagomasino . In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012's Top 25 Women in Finance. Check social media profiles, resumes and CV, photos and videos, publications, public records, skilled experts, places of employment, business records and arrest records . Before starting at Citibank, she earned a masters degree in library science from Columbia University and worked at the United Nations. October 01, 2010, 10:08 a.m. EDT . This story is part of an ongoing initiative by InvestmentNews to cultivate a financial advice profession in which diverse perspectives are welcomed and respected, and industry best practices can be shared across organizations. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase's worldwide private banking business in 1997. Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team. Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. In August 2015, she was named one of the 50 most influential women in Wealth Management by Private Asset Management. Her career in banking began in 1977 at Citibank. She also was CEO of JP Morgan Private Bank. Twitter; LinkedIn; Email; Show more sharing options. View contact information: phones, addresses, emails and networks. Over the last 17 years, insiders at Walt Disney Co have traded over $398,625,703 worth of Walt Disney Co stock and bought 31,486 units worth $1,067,286 "Maria Elena (Mel) Lagomasino is CEO and managing partner of WE Family Offices, a global family office serving ultra-high net worth families. Before founding WE, Mel served as CEO of GenSpring Family Offices, a wealth management firm. When Maria Elena Lagomasino was 11 years old, she and her family fled the communist regime in Cuba to come to Westford, Conn. Please only use it for a guidance and Maria Elena Lagomasino's actual income may vary a lot from the dollar amount shown above. Change the plan you will roll onto at any time during your trial by visiting the Settings & Account section. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Contacts The Walt Disney Company Zenia Mucha Corporate Communications . Wikisource (0 entries) edit. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Maria Elena Lagomasino, a member of Coke's board, explained the changes in more detail in a blog post and also touted the reduction in equity compensation as progress that was needed to address shareholder feedback. Maria Elena Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. Author: McCARTHY, KELLY: Position: CEO of JP Morgan Private Bank: Early-life family experience in fleeing repression and suffering devastating financial loss has molded this banker's mission of safeguarding assets. offers FT membership to read for free. In September 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America and served on Secretary Rices Advisory Board on Transformational Diplomacy. As CEO and Managing Partner of WE Family Offices, a global family office serving ultra high net worth families, she engages client families to build their wealth enterprises and provide the support and control they need to manage their wealth as a successful business enterprise. Wikipedia (1 entry) edit. Maria Lagomasino is the Managing Partner & Chief Executive Officer at We based in Miami, Florida. She is survived by her six children: Maria Elena, Hector and wife Gail, Fernando and wife Olga, Carlos and wife Kathy, Andres and wife Myriam, and Isabel and husband Mark Cunningham. 1 / 3. enwiki Maria Elena Lagomasino; Wikibooks (0 entries) edit. Elena Maria Lagomasino's largest purchase order was 980 units, worth over $99.94K on May 16, 2016. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. Lagomasino received her B.A from Manhattanville College and her M.B.A from Fordham University. Afterwards, in 2005, she took the CEO spot at GenSpring Family Offices, a private wealth management firm for SunTrust. Maria Elena Lagomasino has been a Director of TheCoca-ColaCompany since 2008 and Lead Independent Director since April 2019. She served as a director of the Coca-Cola Company from 2003 to 2006 and from 2008 to the present, and she served as a director of Avon Products, Inc. from 2001 to March 2016. Ms. Lagomasino owns over 976 units of Walt Disney Co stockworth over $831,503 and over the last 20 years she sold DIS stock worth over $0. Prior to that, she served as chairman and chief executive officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Maria Elena Lagomasino (Mel) is chief executive officer and founding partner of WE Family Offices. Maria Elena Lagomasino is a businesswoman who has been an executive at such companies as Coca-Cola and JP Morgan Chase. Maria Elena Lagomasino knows many rich and powerful people. Premium access for businesses and educational institutions. . Maria Elena (Mel) Lagomasino is the CEO and managing partner of WE Family Offices, which helps financially successful families organize and manage their wealth like a well-run company. Maria Elena Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. The Walt Disney Company Board of Directors has elected Maria Elena Lagomasino, the CEO and managing partner of financial advisory firm WE Family Offices, as an independent director, effective Dec. 1. Maria obtained a Bachelors degree in French Literature, obtained from the College of Manhattanville in 1970. Standard Digital includes access to a wealth of global news, analysis and expert opinion. You may also opt to downgrade to Standard Digital, a robust journalistic offering that fulfils many users needs. For cost savings, you can change your plan at any time online in the Settings & Account section. 2023 InvestmentNews LLC. Mel serves on the boards of The Walt Disney Company and The Coca-Cola Company. Any changes made can be done at any time and will become effective at the end of the trial period, allowing you to retain full access for 4 weeks, even if you downgrade or cancel. Former Executive Editor, The Washington Post, Vice Chairman, Clayton, Dubilier & Rice, LLC, 300th Anniversary University Professor, Harvard University, Director, Kent Global Leadership Program for Conflict Resolution, and Professor of Practice, School of International and Public Affairs, Columbia University, Nunn-Lugar Award for Promoting Nuclear Security, Reporting Requirements and Modification Requests. Fintel . Mel was named "Women of the Year" by Hispanic Business Magazine in 2007. A recognized global leader in the wealth-management industry, she is a founder of the Institute for the Fiduciary Standard, an investor think tank. She is a recognized leader in the wealth management industry, and is a founder of the Institute for the Fiduciary Standard. Learn more about reprints and licensing for this article. In total, Maria Elena Lagomasino has made about 37 transactions over 13 years of their time at Coca Cola Co. Maria Elena Lagomasino usually trades in April, with the busiest year in 2010, 2014 and . She served as a Trustee of the National Geographic Society from 2007 to 2015. A new report from the private bank rejects the idea that a recession is imminent. In 1989, she was named head of the private bank for the Western Hemisphere, then became managing director in charge of its Global Private Banking Group in 1997. Before 1983, Lagomasino was a vice president at Citibank, then joined Chase in 1983 as vice president, in charge of Latin America. personalising content and ads, providing social media features and to Prior to that, she served as chairman and chief executive officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. She is a member of the Council on Foreign Relations and as of March 2019, she became a Trustee of the Carnegie Corporation of New York. Prior to assuming this position, she was Managing Director of The Chase Manhattan Bank in charge of its Global Private Banking Group. Use of editorial content without permission is strictly prohibited|All rights reserved, Morgan Stanley ordered to pay Schwab $7.3 million over broker recruiting, BlackRock closes FutureAdvisors retail business, moves clients to Ritholtz Wealth, Biden plans to name Julie Su as next Secretary of Labor, LPL adds Merrill advisor managing $300 million, Advisors recommend solo 401(k) to sole-proprietor clients, Supreme Court dubious about Biden student-loan relief plan, Arkansas RIA recruits $650 million trio, becoming one of states largest advisory firms. and Fordham University (M.B.A.). Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. The most active insiders traders include Safra Catz, Sheryl Sandberg, and Jack Dorsey. Born on 27 March 1949, Maria who is also referred to as MEL has worked as director of a number of prestigious organisations. Maria Elena Lagomasino Became a member of the Disney board of directors on Dec. 1, 2015. 878/000169371. Maria Elena Lagomasino - Coca-Cola. Know someone?Do you know a successful adviser from a diverse background who has an inspirational story to tell? The Walt Disney Company Board of Directors has elected Maria Elena Lagomasino, the CEO and Managing Partner of financial advisory firm WE Family Offices, as an independent director, effective Dec. 1. In 2013, she founded WE Family Offices, which helps about 70 ultra-high-net-worth families manage their wealth like businesses, advising them on investing, governance and risk management. Her family history gave purpose and meaning to her work that kept her engaged throughout her 40-year financial career, which began in 1977 when she started at Citibank. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. We aim to improve people's lives, from our employees to those who touch our business to the many communities we call home. Our purpose is to refresh the world and make a difference. Ms. Lagomasino has been a Director of the Company since 2015. She also co-founded the Institute for the Fiduciary Standard. She made friends quickly in school and found everyone welcoming, however, it was challenging for her family to lose their language, culture, home and their money. Pronunciation of Maria elena lagomasino with 2 audio pronunciations, 1 meaning, 1 translation and more for Maria elena lagomasino. Ms. Lagomasino owns over 976 units of Walt Disney Co stock worth over $748,571 and over the last 20 years she sold DIS stock worth over $0. Ms. Lagomasino is a member of the Council on Foreign Relations, and is a founder of the Institute for the Fiduciary Standard. Ms. Lagomasino is the Chief Executive Officer and Managing Partner of WE Family Offices, a global family office serving high net worth families, and has held these positions since March 2013. Prior [] 0 references . It was what everyone was afraid of. Mel Lagomasino in Bloomberg: Where to Invest $1 Million Right Now, Mel Lagomasino Shares WE's B-Corp Experience with Citywealth, Mel Lagomasino in InvestmentNews: Why WE Family Offices Became a B Corp, Capgemini World Wealth Report 2020 LinkedIn Live Event, Speaker: Seeing What Leaders See How Entrepreneurs Create Success, Mel Lagomasino Featured on CNN: Investment Opportunities in Mature Economic Cycles, WE Family Offices CEO Mel Lagomasino Featured in InvestmentNews, WE Family Offices CEO Mel Lagomasino Speaks with Barrons About the Bright Future of RIA Firms, The Wall Street Journal Features WE Family Offices CEO Mel Lagomasino to Discuss Industry Growth, Speaker: Breaking Finance's Glass Ceiling. In 2007, she was named Hispanic Business Woman of the Year by Hispanic Business magazine.[1]. Regulator proposes allowing people with some professional financial certifications, such as Series 7, 65 and 82 licenses, to qualify as accredited investors, Clearing powerhouse will support more than 70 fee-based annuities from 18 carriers. [3] Ms. Lagomasino has been a Director of The Walt Disney Company since 2015. Ms. Lagomasino had been with Chase Manhattan since 1983 in various positions in private banking. Document Cited in Related. We all knew, we all talked about it, Ms. Lagomasino said. Ms. Lagomasinos first job required her to work with families in Chile, which was undergoing similar upheavals as Cuba and was being run by a military dictatorship established after the socialist president Salvador Allende was overthrown in a coup detat in 1973. Compare Standard and Premium Digital here. A graduate of Manhattanville College (B. Maria Elena Lagomasino is a Hispanic businesswoman and founder of WE family offices. Location 701 Brickell Ave Ste 2100, Miami, Florida, 33131, United States Description Industry Finance General Finance Discover more about We W hen Maria Elena Lagomasino was 11 years old, she and her family fled the communist regime in Cuba to come to Westford, Conn. Maria Elena (Mel) Lagomasino Biography He has worked with financially successful families for more than three decades. Most recently she bought 976 units of DIS stock worth $99,884 on 10 August 2017. The two have known each other for nearly 30 years and met at JPMorgan Chase & Co. And she brings it out in all the people who work with her and for her, Ms. Hess added. Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. In August 2015 she was named one of the 50 most influential women in Wealth Management by Private Asset Management. If you do nothing, you will be auto-enrolled in our premium digital monthly subscription plan and retain complete access for $69 per month. Following the Chase-JP Morgan merger, she became chairman and chief executive officer of JP Morgan Private Bank. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012's Top 25 Women in Finance. Maria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Maria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. Maria Elena Lagomasino net worth 393 Thousand Millions of dollars 74% Net worth score Disclamer: Maria Elena Lagomasino net worth displayed here are calculated based on a combination social factors. Before founding WE, Lagomasino was CEO of wealth management firm GenSpring Family Offices. Today she serves on the boards of both The Walt Disney Company and The Coca-Cola Company. In addition she's a board member for the Americas Society, a Trustee of the National. The oldest executive at Walt Disney Co (The) is Ronald L. Iden, 74, who is the Sr. VP & Chief Security Officer. A graduate of Manhattanville College (B.A. Less than two months later, the couple married on August 15, 1958, in Lubbock, Texas. ), Mel also earned graduate degrees at Columbia University (M.S.) Maria Elena Lagomasino, 68, is the Chief Executive Officer and Managing Partner of WE Family Offices, an office serving high net worth families, and has held these positions since March 2013. It was 1960. The estimated Net Worth of Maria Elena Lagomasino is at least $1.18 Million dollars as of 10 August 2017. Maria Elena (Mel) Lagomasino is the CEO and managing partner of WE Family Offices, which helps financially successful families organize and manage their wealth like a well-run company. She sits on the board of directors of The Coca-Cola Company (where she was voted director in 2008[2]), Avon Products, and the Lincoln Center for the Performing Arts. . The largest trade she's ever made was exercising 8,000 units of Walt Disney Co stock on 25 February 2011 worth over $172,480. The next year, Hispanic Business magazine named her one of its Women of the Year. If so, email special projects editor Liz Skinner at lskinner@investmentnews.com. Maria Elena (Mel) Lagomasino is the CEO and managing partner of WE Family Offices, she engages client families to build their wealth enterprises. With offices in New York and Miami, WE Family Offices is an award-winning independent, family-focused wealth management firm, serving ultra-high net worth clients. This article about a United States businessperson is a stub. Maria Elena Lagomasino is a businesswoman who has been an executive at such companies as Coca-Cola and JP Morgan Chase. Maria Elena Lagomasino (age 73) is listed at 6597 Nicholas Blvd Apt 1801 Naples, Fl 34108 and is affiliated with the Democratic Party. From trademark Coca-Cola to Sports, Juice & Dairy Drinks, Alcohol Ready-to-Drink Beverages and more, discover some of our most popular brands in North America and from around the world. The estimated Net Worth of Maria Elena Lagomasino is at least $1.11 milli dollars as of 10 August 2017. She served as a director of the Coca-Cola Company from 2003 to 2006 and from 2008 to the present and currently serves as the independent lead director of Coca-Cola, and she served as a director of Avon Products, Inc. from 2001 to March 2016. Maria Elena (Mel) Lagomasino is the CEO and managing partner of WE Family Offices, she engages client families to build their wealth enterprises. News May 02, 2022 Lagomasino serves on the boards of Carnegie Corporation of New York, the Coca-Cola Company, and the Walt Disney Company. They have also studied at Fordham University : Judy Agay - The Walt Disney Company. Maria Elena Lagomasino is a highranking business woman who has been CEO and director of such companies as CocaCola and JP Morgan Chase. Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. On average, Walt Disney Co executives and independent directors trade stock every 11 days with the average trade being worth of $4,021,475. She is a white, non hispanic female registered to vote in Collier County, Florida. Her experience at JP Morgan Private Bank included management of that firm's international operations and this experience contributes an understanding of conducting business internationally. Maria Elena Lagomasino is a businesswoman who has been an executive at such companies as Coca-Cola and JP Morgan Chase. . Maria Elena Lagomasino Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. Join over 300,000 Finance professionals who already subscribe to the FT. During your trial you will have complete digital access to FT.com with everything in both of our Standard Digital and Premium Digital packages. Sitelinks. Expert insights, analysis and smart data help you cut through the noise to spot trends, In 2007, she was named Hispanic Business Woman of the Year by Hispanic Business magazine. When she arrived at the Jos Mart International Airport in Havana in 2012, Ms. Lagomasino was worried that her American passport might be taken away. Lagomasino's decision follows her new employer's request that she not serve as a director of the company having taken an executive position with Asset Management Advisors, a SunTrust affiliate, Coke said. By Annlee Ellingson - Managing Editor, L.A. Business First . Catch up on the latest Coca-Cola news from around the globe - from exciting brand innovation to the latest sustainability projects. Her term will expire at the company's annual meeting on April 19, 2006. She is currently the Executive Director and Managing Partner of WE Family Offices. Ms. Maria Elena (Mel) Lagomasino and Michael Zeuner are both Managing Partners at WE Family Offices. This field is for validation purposes and should be left unchanged. It advises and reports on more than $9 billion in assets. Wikiquote (0 entries) edit. Q4 2022 Q3 2022 Q1 2022 Q2 2021 Q1 2021 Q4 2020 Q3 2020 Q2 2020 Q1 2020 Q3 2019 Q2 2019 Q1 2019 Q4 2018 Kent Insley Chief investment officer, Tiedemann Advisors At Tiedemann, one area in the public markets that we find super interesting is energy infrastructure and assets that are poised to benefit from the transition away from higher-carbon sources of energy, like coal. Two distinguished investment leaders have been named to Carnegie Corporation of New York's board of trustees: Maria Elena (Mel) Lagomasino, CEO & managing partner of the fiduciary firm WE Family Offices, and Kevin J. Conway, vice chairman of the private equity firm Clayton, Dubilier & Rice (CD&R). We believe working at The Coca-Cola Company is an opportunity to build a meaningful career while helping us make a real difference on a global scale. The customers, individuals or families with a . Ms. Lagomasino served as Chief Executive Officer of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc., from November 2005 through October 2012. As the Independent Director of Walt Disney Co, the total compensation of Maria Lagomasino at Walt Disney Co is $346,530. Let us know if you'd like to know more about how WE can assist you. Maria Elena Lagomasino has been a Director of The Coca-Cola Company since 2008 and Lead Independent Director since April 2019. When an immigration official asked if she had left in 1960, Ms. Lagomasino nodded affirmatively. Options Flow - Real Time Feed; Put/Call Ratio - Top Bullish; Put Call Ratio - Top Bearish; SEC FILINGS YouTube Encyclopedic. Ms. Lagomasino has been a Director of the Company since 2015. The information contained in this letter provides details of your new position. She is a member of the Council on Foreign Relations and as of March 2019, she became a Trustee of the Carnegie Corporation of New York. THE TIME WAS 1960. Maria Elena Lagomasino serves as Independent Director of the Company. Mel is the CEO of the firm and Michael leads the business in the United States. On average, Maria trades about 427 units every 54 days since 2003. Following the Chase-JP Morgan merger, she became chairman and chief executive officer of JP Morgan Private Bank. We is part of the Finance industry, and located in Florida, United States. Twitter; LinkedIn; Email; REGISTER NOW. 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