Chief Executive Officer
Ken advises multi- and single-family offices, and select business enterprises bringing a practical approach to solving problems and managing the multifaceted responsibilities of significant wealth, guiding the team at Aquilance (formerly My Accountant) as they work with individuals, families, single- and multi-family offices, and their advisory teams. He devoted over a year as an Advisor to and Partner in Aquilance and assumed the CEO role in July of 2021.
Previously, Ken spent more than a decade in a senior executive role and Member of Arthur Bell, an international CPA and advisory firm focused exclusively on high net worth families and alternative investment vehicles. As the Member-in-charge of the Family Office practice, Ken led the team providing highly customized, confidential services to multiple families and their adjunct family offices.
In addition, he serves on the Board of Directors for Argonne Trust Company, based in South Dakota, and is on the board of Sustainability Angels, a national charity with missions of environmental stewardship and luxury recycling. In 2006, Ken was commissioned a Kentucky Colonel by the Governor of Kentucky. Ken is a licensed CPA in Maryland, and a member of the MACPA and AICPA.
Joe started working at Aquilance (formerly My Accountant) in June of 2008. Prior to joining Aquilance, he worked for 13 years at various architectural firms throughout the country, most recently as a Project Architect, for Lake Flato Architects, a nationally recognized, award-winning architecture firm in San Antonio, Texas. While honing his skills as an architect, Joe developed a creative problem solving and critical design thinking toolset. Approaching problems with the mindset of a designer allows him to deconstruct and reimagine possible solutions and improvements that take into consideration a broader range of possibilities.
Joe is a registered architect, and retains membership in the AIA and an NCARB certification. In his off-time, Joe enjoys travelling with his wife and 2 kids, kayaking, and playing tennis.
Vice President | Information Technology
Andrew joined his father at Aquilance (formerly My Accountant) in early 2001. Recognizing the important role technology would have in the future of the company, he followed in his father’s footsteps and upgraded what was one of the first networked computer systems in Connecticut to a state-of-the-art system that matches or exceeds bank-level security and functionality requirements. Andrew has also created several pieces of custom software that help run the operations of Aquilance.
Andrew regularly participates in industry-wide information security and developer conferences and workgroups. He has a comprehensive understanding of the unique challenges of the high-net-worth industry and a deep understanding of the security and privacy requirements of this delicate sector. Andrew is an avid golfer and enjoys snowboarding on the rare occasion New England offers more snow than ice.
Vice President | Marketing
John McGuigan is Vice President of Marketing at Aquilance. John joined the Aquilance team with more than 25 years of financial services marketing experience. Prior to joining Aquilance, he was Vice President and Marketing Channel Manager for the Wealth Management channel at Legg Mason. In that role, John collaborated with partners throughout the organization to develop and implement marketing initiatives designed to increase awareness, consideration, and sales of the Legg Mason suite of products to Registered Investment Advisors, Family Offices, and Consultants. John has also held various senior marketing positions at organizations including T. Rowe Price. John earned his MBA from the University of Notre Dame, and a BBA from Loyola University Maryland.
Jamie is the founder and CEO of J. H. McLaughlin & Co., LLC, a management consulting firm. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.
Earlier in his career, Mr. McLaughlin served in the Connecticut General Assembly for a decade as a two-term State Representative and a three-term State Senator. He serves on the Subscribers Advisory Committee of PURE, a policyholder-owned property and casualty insurance company. He is a Co-Founder of the UHNW Institute, an independent “think tank” directed at ultra-high-net-worth families and their advisors. He serves as an advisor to Addepar, Inc.
Phil Strassler, through Strassler, LLC, consults with families of wealth and single-family offices (SFOs) on strategy, successful business practices, and building sustainable Family Investment Offices. He also heads the Family Office Division of JSB Partners, an executive search firm where he has been instrumental in the creation and staffing of some of the largest SFOs in the country.
In 2007, Phil retired as a Partner at Marcum & Kliegman LLP (Marcum), where he played a critical role in fueling the firm’s growth. At Marcum, he founded and was the leader of the Private Wealth Services and Alternative Investment Group practices and developed and taught the Emerging Leadership Program to Marcum’s Senior Managers and Partners. He was also the Publisher of Marcum’s quarterly publication Private Investment Forum.
Prior to Marcum, Phil was a Partner at a billion-dollar mezzanine/leveraged buyout fund, and also spent ten years working on tax, business advice and investment analysis for a single-family office.
Phil is a member of the AICPA and NYSSCPA and is a member of the NYSSCPA Taxation of Financial Instruments and Transactions and Family Office Committees, the latter which he previously Chaired. He was also a former Director of Fieldpoint Private Bank.
Mark has held several senior level positions over the past 20 years within the financial services sector, including: CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc (a wealth-tech business), President of Rockit Solutions, LLC, and the Head of the Operations and Technology Group of Rockefeller & Co, Inc.
He was a Managing Director at SEI, a Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal, and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.
Director | Strategic Alliances
Mark MacKeil is Director of Strategic Alliances at Aquilance (formerly My Accountant). Mark joins the Aquilance team with a fifteen-year history of rendering critical support in the fast-paced wealth management and financial technology industry. Prior to joining Aquilance, he was a Senior Relationship Manager at Rockit Solutions, LLC, where he worked for ten years with some of the industry’s leading advisors, and helped to solidify and strengthen relationships with the company’s top clients. He believes that a strong business relationship is built on a foundation of trust and hard work. Mark earned his MBA from the University of Connecticut in 2016, and a B.A. in Economics in 2005.
Director | Accounting
Patty Fitzsimmons is Director of Partnership Accounting at Aquilance (formerly My Accountant). Patty joined the Aquilance team with significant leadership experience in investment operations, accounting, and strategic planning. She has particular expertise in leveraging technology to drive innovation and efficiency enhancements and in coordinating services provided by custodial banks, investment managers, legal counsel, tax and audit into the accounting operations. Patty has experience in fund accounting, performance and reporting for private equity, real estate, private loans, marketable securities, and alternative investments and has worked with many fund and portfolio structures including partnerships, hedge funds, and mutual funds.
Prior to joining Aquilance, Patty had roles in accounting and operations at Lime Rock Partners (Private Equity), Edgewood Capital Advisors (Real Estate Investments & Bridge Lending) and Commonfund (Marketable Securities & Alternative Investments). She began her career as an auditor with KPMG where she obtained her Certified Public Accountant license. Patty graduated Magna Cum Laude with a Bachelor of Science in Accounting from SUNY Binghamton.