Director, Outpatient Geriatric Psychiatry, Massachusetts General Hospital. Dr Weiner is the first director of Outpatient Geriatric Psychiatry at MGH with over 20 years of clinical experience in the field of psychiatry. At MGH he has recently established a new Older Adult Outpatient Psychiatry Program that will support the complex care needs of patients and their families. Dr Weiner is the co-principal investigator of the study entitled “Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults” being conducted by the Massachusetts General Hospital (MGH) and sponsored by Cogniscient. Prior to joining MGH, Dr Weiner practiced at the Lahey Clinic and Lawrence Memorial Hospital. He received his BA from Wesleyan University and MD from Boston University. Dr Weiner has no financial interest in Cogniscient.
Founder of the Hallowell Centers. Dr Hallowell is a child and adult psychiatrist, a NY Times bestselling author, and a world-renowned speaker. He is the founder of The Hallowell Centers in Sudbury, Massachusetts and New York City. He was a member of the Harvard Medical School faculty from 1983 until 2004 when he retired from academia. He has authored eighteen books on various psychological topics, including attention deficit disorder, the psychological meaning of money, the power of the human connection, and managing excessive busyness. Dr Hallowell has presented extensively to corporate audiences on subjects relating to worker productivity, relationship building, and money management. He is a graduate of Harvard College and Tulane Medical School.
Barb brings vast personal and professional life experiences to share. She balances a mastery in the quantitative aspects of traditional financial and estate planning with her passion for qualitative work with individuals, couples and families. Barb teams with other top professionals nationally to offer Purposeful Planning, a unique process that encourages individuals, couples and families to maximize all of their potential – financial and personal – individually and collectively. Thoughtfully applying the concepts of both qualitative and quantitative planning, Barb and her team partner with clients using keen skills and unique insights to create alignment within families which perpetuates their values and their material wealth while also emphasizing family connection and fulfillment of shared purpose.
Barb developed a philanthropic specialty through over 20 years of consulting with non-profits to build endowments using donor-centered legacy strategies within the Purposeful Planning model. She is the “go to” person on the team on the subject of money. She is the co-founder of ConnectGens
Hilary Illick is an Executive Coach and Emmy Award-winning writer. She is a faculty member of the Hoffman Institute, a pioneering international center for adult transformational growth and leadership. Ms. Illick’s coaches senior executives, and leads retreats for corporate and Young Presidents’ Organization (YPO) executive groups. In addition to her work as coach and facilitator, Ms. Illick is an accomplished writer and playwright, published in both France and the United States. She has been a guest on NBC’s Today Show, and her work has appeared on national television and off-Broadway. Ms. Illick has a B.A. in Philosophy from Stanford University, an M.F.A. in creative writing from San Francisco State University (SFSU), and a PCC-level Certification in Life Coaching from the International Coach Federation.
Dr Hunt is a licensed psychologist who specializes in resolving diverse interests among multi-generational family members by taking into account the psychological make-up of all participants. A third generation heir to the founder of Alcoa, he has balanced his professional career with active participation with his own family foundation, a private investment company, and family trusteeships. He is the co-founder of Connect-Gens.
Cogniscient CEO and founder. Dr Heye is proven entrepreneur with extensive experience starting and growing technology companies. He has a successful track record designing innovative software applications for Fortune 500 companies and government agencies in North America, Asia, and Europe. He has helped to improve the performance of companies in the financial services, pharmaceutical, biotechnology, medical device, transportation, and technologies industries. He has published journal articles, book chapters, and MIT working papers on investment decision-making, investor “animal spirits”, simulation modeling, and economic development. Dr Heye received his BA from Wesleyan University and PhD from MIT, where he also completed a post-doctoral program at the MIT Industrial Performance Center.