In addition to our Creative Team Members and Co-founders, Paul McKibbin and David Kersnar, Shaking the Tree’s Executive Board includes professionals from diverse areas of Wealth Management and Wealth Education.
Stephen McCarthy is an Executive Producer at Quixotic Endeavors. He is responsible for working with investors in QE productions and advising on business related issues. He is also the Managing Director of KCG Capital Advisors, a family investment office/foundation administration venture that he co-founded with his late father, John M. “Jack” McCarthy, a former Co-Managing Partner/CIO of Lord Abbett ($136 billion AUM partnership est. 1929).
Stephen has over forty years of diversified professional experience in both the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.
An honors graduate of Chaminade HS, Mr. McCarthy received a Bachelor of Arts in dual majors – Economics and Government – from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an EE Certificate Program in Entrepreneurship/ Venture Capital Investing at the University of Pennsylvania’s Wharton School.
Stephen is trustee of his family’s 30-year-old private foundation, represented his clan as a long-time member of the Institute for Private Investors (IPI), is a founding member/original trustee of The Greenwich Roundtable (GR) and a cofounder of The Gotham Triangle (TGT).
Executive Board Member
Don Kozusko provides tax and legal advice to family offices, businesses, investors, and philanthropists. He has also served as a mediator, an advocate, and an expert witness in trust and business disputes.
Don graduated from Villanova University and Harvard Law School. After practicing as a partner in two multi-national law firms for over twenty years in litigation, private capital markets, and tax and trust planning, Don became a founding partner of Kozusko Harris Duncan in 2000.
The partners of Kozusko Harris Duncan have advised wealthy families for over 30 years. Afterworking in inter-disciplinary teams, and reflecting back on his career experience, Don has been drawn to the study of risk management, with particular emphasis on scenario planning, cognitive bias, family dynamics, and structural evolution in governance.
Further information can be found at www.kozlaw.com.