Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025).

In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices.

SPEAKERS

Kunal Gosar

Head of AI Platform, Addepar

Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025.

Diana Turbayne

Sr. Manager, Alts Data Management, Addepar

Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder.

MODERATOR

Alejandro Nazario

Partner, TOS Advisors

Alejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder.

For more info check out: ⁠⁠fotechhub.com

Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making.

About the Moderator

Dave Petersen, Director of Technology Consulting, Northern Trust

Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design.

Interviewees

• Jay McNamara — CEO, Masttro

• John Carey — CEO, Aquilance

Systems Featured

Masttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model.

Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered.

🌐 Find more information on the program and recordings at fotechhub.com

📩 To connect with the participants, email ⁠alex@fotechhub.com

(Full episode) . This Episode is also available as a video replay in our ⁠Conference Replays Library.⁠

Part 5 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live.

Your data is your most valuable asset—if you can harness it. See how family offices are connecting the tools they already use to unlock the full value of their data and operate from one trusted source of truth.

The panel brings together perspectives from a multi-generational family office optimising its existing systems, an established family office that has centralised its data into a single model, and a technology consultant helping family offices get more value from the systems they already use.

Topics:

• Why switching platforms often just moves the problem elsewhere

• The importance of standardising and governing data before automating

• Private investment data challenges and reconciliation at scale

• Centralising spreadsheets into a true “single source of truth”

• Using APIs, dashboards, and visualisation tools to improve visibility and control

• Why owning your data is critical for long-term flexibility, security, and scalability

• Common misconceptions about how long and how hard data transformation really is

SPEAKERS

Vivecca Hartman, Principal & Controller, Fayez Sarofim & Co.

Vivecca Hartman is a Principal and Controller with over 30 years of experience in investments and family office management. A licensed CPA and CFP, she combines financial expertise with a passion for helping others. Outside of work, Vivecca advocates for individuals with special needs and supports families in her community. She enjoys playing soccer, relaxing at the lake, and spending time with her grand kids.

Hannah Robertson, Accountant, Fayez Sarofim & Co.

Hannah Robertson, Accountant at Fayez Sarofim & Co., has over 10 years of diverse accounting experience and a passion for technology-driven efficiency. Hannah received a bachelor’s degree in accounting, Summa Cum Laude, from the University of Houston–Downtown in 2020. She specializes in leveraging SQL, VBA, and emerging tools to enhance reporting accuracy and scalability in investment accounting.

Matthew Espinosa, Senior Operations Manager, Ford Estates

Matt Espinosa is a Senior Operations Manager at Ford Estates and a Strategic Operations & Business Leader with expertise in process optimization, cross-functional excellence, and long-term industry trends. Since joining in 2018, he has led portfolio accounting initiatives and strengthened the data behind process management across the organization. Previously, Matt held operations leadership roles at several Michigan-based registered investment advisory firms. He holds a B.S. in Mathematics and Economics from Eastern Michigan University.

MODERATOR

Greg Silverman, Principal Consultant, ClarityEdge

I’m the founder and principal consultant of ClarityEdge LLC, a firm specializing in comprehensive technology consulting services for family offices. Our work spans software selection and implementation, data management, systems integration, and fractional CTO services - helping family offices optimize their technology infrastructure and achieve greater operational clarity.