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He is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities through our firm’s wealth engineering processTM.
Mr. Gregory is also President and Managing Director of The Charitable CapitalTM Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital.
He recently developed and launched Give Back Nation. The non-profit organization’s objective is to create even bigger waves of giving within communities across the nation.
Over the past 40 years Nick has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world.
He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving.
Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance.
Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The American Council On Gift Annuities, The International Institute of Financial Engineering, The Charitable Capital Advisory Institute and is Chairman of the Board of Trustees of Give Back Nation.
He is proud to have earned the following professional designations:
Chartered Family Wealth Advisor - Certified Estate and Business Analyst - Chartered Wealth Engineer
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Mastermind Group
Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
Robert Merl — National Business Resource Network Director at BDO USA
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
John Pileggi — CEO of Strategic Innovations Advisors LLC
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
Devin Anderson — CEO & Co-founder of Convexitas
Devin is the CEO and co-founder of Convexitas, an investment manager dedicated to delivering high performance derivative overlays for families and institutions. Devin is responsible for firm governance, compliance, business development, and technology.
Before Convexitas, he was at Deutsche Bank for 15 years where he most recently was Managing Director and Head of Solutions in the Americas leading the structuring and sales teams which designed and distributed the risk premia, retail structured product, and the fund derivative businesses. His Deutsche Bank experience also includes covering institutional clients for listed options and OTC derivatives. Prior to the financial services industry, Devin had a previous career in technology where he held both engineering and sales roles at two early stage internet service & datacenter hosting providers, and former search engine Lycos. He holds a Bachelor of Finance from the University of Pittsburgh and an MBA from Carnegie Mellon, where he also guest lectures on options and option market micro-structure. A native of Pittsburgh, Devin now lives in southern Connecticut with his wife and two children.
Verity Larsen — CEO and Co-Founder of Versoft Consulting
Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000.
Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years.
She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years. She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.
Peter Russo — Founding Member of FamVault
Peter J. Russo is the founder and sole shareholder of The Law Offices of Peter J. Russo, P.C., where he has provided trusted legal counsel to individuals and business owners for more than three decades. With a practice centered on business law, estate planning, and estate administration, Peter advises clients through every stage of the business lifecycle—from entity formation and growth to succession planning and the eventual sale or transition of a business.
Peter earned his Bachelor of Science in Criminal Justice from Marist College in New York and his Juris Doctor from Widener University School of Law. Immediately following law school, he demonstrated his entrepreneurial drive by founding his firm, laying the foundation for a career defined by independence, innovation, and client-focused service.
In addition to his legal practice, Peter is an accomplished entrepreneur who has owned and operated more than forty businesses over the course of his career. This hands-on business experience provides him with a rare and valuable perspective, allowing him to offer practical, real-world guidance that extends well beyond traditional legal advice. His clients benefit from this unique insight, forming relationships with Peter that often transcend the customary attorney-client dynamic and evolve into long-term strategic partnerships.
In 2023, recognizing a critical gap in how individuals organize and protect their essential documents, Peter created FamVault. He personally designed the system over the course of four months, ultimately creating a secure, user-friendly platform that enables individuals and families to store vital information, register estate planning documents, and ensure seamless access for their loved ones. FamVault is designed to simplify day-to-day organization, streamline estate administration, and facilitate the efficient transfer of wealth to future generations.
Peter is deeply committed to his community and has dedicated significant time to supporting local nonprofit organizations. He has served on numerous nonprofit boards and has organized and led fundraising initiatives for more than a decade, helping to raise millions of dollars in support of charitable causes.
Joseph Morin — CEO and Co-Founder of CyFlare
As the visionary CEO and Founder of CyFlare, Joe Morin is the driving force propelling CyFlare’s commitment to delivering unparalleled cybersecurity solutions. Joe’s extensive journey encompasses a dynamic range of accomplishments across various sectors. His mastery in conceiving and establishing prosperous businesses and his profound leadership roles in professional services, pre-sales engineering, technical support, channel programs, global alliances, and partner enablement solidifies him as a formidable asset to their team.
With a rich history of collaboration with prestigious Silicon Valley enterprises, including SurfControl, Websense, Zscaler, Forcepoint, Barracuda Networks, and Comodo, Joe’s expertise fuels our mission to expand the CyFlare ONE platform. He is instrumental in crafting a world-class SOC operations framework and propelling growth through our groundbreaking Channel Partner Program and strategic alliances.
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