Cambium brings together the experience, voice and vision of collaborators immersed in the field of family wealth. The team facilitates thought leadership in action. We synthesize inquiry and resources with contemporary, active engagement with the issues that having money presents. Our collaborators come from backgrounds beyond finance and law, incorporating developmental and motivational psychology, personality and family dynamics training, business and governance education, decision-making research, philosophy and theology.
We believe that having money touches all these layers, and that any engagement – from an educational forum to an individual consultation to a family strategic meeting – is informed and enhanced by this collaborative influence.
Karen Weisgerber brings an expertise with inheritors and wealth creators that has developed over 20 years as a licensed psychologist in private practice, along with consulting, research, and teaching. Karen’s consulting practice engages individuals, couples and families around the multi-faceted issues that present themselves with the distribution of wealth among siblings and across generations. She also consults with financial and legal professionals seeking to deepen the services they provide to high net worth families.Karen enhanced her research and interview experience as a Senior Advisor at the Boston Center on Wealth and Philanthropy. She was an active participant in the Family Wealth Impact Project, which investigated the risk factors of inherited wealth. She was also the principal interviewer for a Wisdom and Wealth project researching the field of wealth advising, funded by the Templeton Foundation. Prior to joining the Center on Wealth and Philanthropy, Karen served on the faculty of Boston College for over 20 years, teaching graduate students in the department of Counseling, Developmental Psychology and Research Methods. She is also on the faculty of the Psychoanalytic Institute of New England, East. Karen completed her Ph.D. at Boston College. Her clinical training was in affiliation with Harvard Medical School, where she continued as an instructor and clinical supervisor. Karen has authored numerous papers, published articles, and collaborated on book projects. She has been a frequent panelist and invited speaker at the American Psychological Association.
Amy consults with families and advisors, blending her years of experience in the financial world with her intensive training in family systems theory. She has a unique capacity for understanding and integrating the world of finance with the life of a family, fostering the discovery and realization of family vision and personal goals. Amy aids in translating dreams into achievable outcomes utilizing her skills of deep listening, discerning, and devising actionable plans. Her expertise interfacing with family financial advisors enables professionals to more fully achieve their clients’ goals.Amy was one of tne of the seven original founding executives of Boston Private Bank & Trust. Under her leadership as Executive Vice President, Amy developed the Residential Mortgage area, and then in her role as Director of Marketing crafted the Bank’s highly successful marketing strategy. Most recently, Amy was Director of Client Services for the Investment Management, Wealth Advisory and Trust area of the bank. In that role she joined to create the Legacy Planning aspect of the Wealth Advisory and Trust area. Throughout her work in the financial world, Amy found her greatest rewards in direct client work. Her experience with families led her to pursue further studies in human relations, culminating in a three-year post-graduate program at the Bowen Center for Study of the Family. The Bowen Center provided intensive experience with family systems theory and enriched Amy’s experience serving families. Following her three years in the post-graduate program, Amy continued in directed study, culminating in her decision to leave the financial industry to engage fully in the integration of family dynamics and wealth consulting. In her role as community leader, Amy has been a member of the Board of Overseers for the Boston Lyric Opera for 14 years. She is on the Board of Bentley University's Executive Club and an original member of its Advisory Council and Women's Leadership Institute Council. Amy chairs the Corporate Committee at the Peabody Essex Museum. Amy holds an MBA with a concentration in Marketing from Bentley University and a BA in English and Music, magna cum laude, from Tufts University. She attended graduate school at New England Conservatory as a classical pipe organ performance major, also studying at the Royal School of Church Music. A winner of two scholarships for organ study at Chautauqua Institute, Amy also plays piano for a chamber music group.
Peter brings his extensive experience in the not-for-profit industry and philanthropic advising to Cambium. He has a keen interest in helping individuals and families navigate the world of wealth, envisioning and translating resources into purposeful engagement. Peter has 25 years of experience in higher education as an administrator, fundraiser, and communications professional, including ten years at both Harvard University and Dartmouth College. He is currently the Associate Vice President of External Affairs for Alice Peck Day Hospital in Lebanon, New Hampshire. Long interested in the development of new organizations and approaches to challenging social issues, Peter helped restart a new department and two startup companies at Harvard, helped create the entrepreneurial eco-system at Dartmouth, co-founded a state-wide political organization in New Hampshire, and led the successful rebranding of Vermont Law School. Active in community affairs in the Upper Valley of New Hampshire and Vermont, Peter currently serves as a Trustee of the Lyme Foundation. He received BA in Religion and Government from the College of William and Mary, and an MA in English from Georgetown University. Peter and his wife, Elizabeth, have lived in Lyme, New Hampshire, since 2000 along with their three children. He is an enthusiastic age-group racer in sprint triathlons throughout New England and a snowboarder in the winter.
Gary is a Private Family Advisor, Organizational Consultant, and Educator. He consults nationally to families in business, legacy families and family offices. His expertise focuses on the family and emotional dynamics that accompany affluence as well as the family business environment. He assists families and their advisors in creating governance structures to support family success and harmony over multiple generations.With over 25 years of experience in the fields of social work, psychology, organizational consulting, and leadership development, Gary’s primary mission is helping families create trusting and innovative relationships resulting in optimal family unity. In addition to his consulting work, Gary is an Associate in the Family Business Center at Loyola University Chicago. He has published articles in Private Wealth Magazine and The Wealth Management Exchange, Family Office Review and been quoted in The New York Times, The Wall Street Journal, Private Asset Management, and Investment News. Gary is a certificate holder in Family Business Advising and Family Wealth Advising with the Family Firm Institute, as well as Positive Psychology from Kripalu. He received his MSW from the University of Illinois, and maintains a consulting practice based in Chicago: www.FamilyWealthDynamics.com
Susan joins Cambium as a business administrator and researcher. She brings a wide range of experience to the collaboration, including her work as a Public Relations Assistant for the Taiwanese Embassy in London, where she served as writer, editor, researcher, press agent and media consultant. Back in the States, Susan furthered her expertise in budgeting and project management in a family business setting before launching into the not-for-profit sector as an educator. She enjoys combining her degrees in mathematics and English with her desire to serve families and children.Susan completed her undergraduate studies at Cleveland State University. Upon graduation, she was the singular recipient of the Gulbenkian Award for outstanding literary scholarship. Susan furthered her education at Kings College, London, where she graduated magna cum laude with a Masters of Arts in English. In addition to her formal studies, Susan is a classically-trained vocalist, currently a soprano with the Chorus Pro Musica in Boston.
Alex joins Cambium as a technical consultant. He began his career in the high tech industry at Interleaf before entering the startup area. At his first venture, BookLink Technologies, he was instrumental in the creation of one of the early web browsers. BookLink was subsequently acquired by America OnLine. Alex continued at AOL as a System Architect, one of the core engineers involved in the creation of Instant Messenger. Subsequent to AOL, Alex joined Nokia as a mobile software engineer. Realizing his interest in evolving companies, Alex left Nokia to join the world of consulting. He has been involved in various ventures, including online music streaming, gaming platform programming, green technology and local food sourcing. His interest in utilizing capital in transitioning ventures from idea to reality as well as visioning wealth as a positive factor in family growth offers a unique perspective to the Cambium group.Alex received his BS in Mechanical Engineering from Union College, where he completed his MS in Computer Science. He furthered his education with courses at the Museum School in Boston, focusing on drawing and sculpture.