Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.

Caleb is a systems builder and Power Platform expert specializing in SharePoint, Power Automate, PowerShell, and Power Apps—often in secure, family office environments. A U.S. veteran and dedicated father, he blends tech skills with creativity, exploring automation, game dev, and hands-on learning with his daughters.

Theresa designs custom tech solutions for boutique private wealth firms and offers outsourced CTO services. Formerly Corporate Applications Manager at CRB Consulting Engineers, she oversaw key applications. She’s an adjunct instructor at Elmira College, holds a B.A. and M.S. in IT Management, and serves on the Chemung County Veterans Monument board.

Rusdi Sumner is a seasoned executive in family office and wealth management, with a focus on operations, tech, and transformation. She’s led implementations across Salesforce, Addepar, and eMoney, helping UHNW families simplify complexity. She holds an MBA from Cornell and is passionate about using AI and data to improve decision-making.