As Trove’s Chief Executive Officer, Amjed guides the organization from both a growth and customer-centric perspective, building a nationally recognized, award-winning family office that focuses on exceptional outcomes and outstanding client service. As a board member and CEO, he leads a team of experts who serve as trusted advisors for our families and are helping to build, manage, and grow the company. Amjed’s focus is to deliver a flawless and highly valued experience for our clients by ensuring excellence across all aspects of the company, including family office services, lifestyle management, business advisory, and tax services. By bringing new ideas, processes, and technologies to industries such as education, cybersecurity training, and now family office, Amjed has built a career transforming organizations and delivering successful outcomes. With experience leading growth teams, companies, and serving on multiple boards, he knows the value of communication, coaching, and mentoring to deliver purposeful and successful companies. Amjed earned a Bachelor of Science in Cell Biology and Neuroscience from Rutgers University. He is a Board Leadership Fellow at the National Association of Corporate Directors.

As a partner and a leader of our Family Office Services division, Jamie focuses on the business from a strategic standpoint, and is dedicated to improving the client and advisor experience and delivering key outcomes. Jamie applies an entrepreneurial mindset to solving complex problems on behalf of families, utilizing his decades of experience to provide proactive, long-term solutions. He is regarded by the industry and his peers as an expert in the field and is respected for his integrity, business acumen, and commitment to client service. In 2001, Jamie co-founded JDJ Family Office Services (acquired by the firm in 2022) with the goal of simplifying the lives of clients by managing their personal financial and administrative matters. Previously, Jamie was a financial manager at AEGIS, an international real estate and private equity investment advisor. Jamie’s diverse financial services background also includes roles at AEW Capital Management and State Street Bank. Jamie earned a Bachelor of Science degree from Babson College and received a certificate in Financial Planning from Boston University. He is a notary public and a long-standing member of the Boston Estate Planning Council.

Kylie is a partner in the firm and one of the leaders of the Family Office Services division. She manages key strategic initiatives to establish Trove as an industry leader. Kylie has extensive experience providing administrative family office services to ultra-high net worth individuals and families and is a sought-after speaker at industry events. She draws upon her non-traditional background to deliver comprehensive, flexible services. Both analytical and creative, Kylie anticipates the needs of our clients and our organization and presents solutions in a meaningful and thoughtful way. Kylie has more than 15 years of experience helping clients manage their complex financial lives. Kylie joined JDJ in 2007 and was instrumental in the growth of the business until its merger with the firm in 2022. Kylie launched her accounting career for a group of privately held businesses. Kylie earned a Bachelor of Fine Arts degree from the Massachusetts College of Art. She is a Certified Financial Planner®, Accredited Estate Planner®, and notary public. Kylie is a member of the Boston Estate Planning Council and Institute for Family Governance and a Board Member of The Light Foundation.

Robin is a seasoned professional dedicated to driving corporate, strategic, and business development initiatives. Robin brings 25 years of public accounting, financial services, and family office management expertise to her role as Partner in Trove’s Family Office Services division. Robin joined Trove, formerly Maestro, in 2021 with the vision to define and develop the Family Office Services platform. Her role encompasses establishing policies, procedures, and internal controls, ensuring a proactive, high-touch experience for families. Robin's commitment to excellence is underscored by her role in crafting and implementing the framework that guarantees outstanding service for all Family Office engagements. Robin began her career at KPMG working with private company executives and family offices. She then held the position of Chief Operating Officer and Controller for a multi-generational single-family office for 14 years where she managed accounting, financial reporting, estate planning, office operations, and investment administration. Robin was also Vice President at Clarendon Trust Company, a 5-generation single family office. A Certified Public Accountant, Robin holds a Bachelor of Science in Accounting & Finance from the University of Bridgeport.

As a leader of the Family Office Services division, Josh helps lead Trove’s strategic and business development initiatives with a focus on delivering outstanding service. With over 25 years’ experience in wealth administration, wealth management, and estate and succession planning, Josh is a trusted advisor to highly successful individuals, multi-generational families and single-family offices across the country. He provides independent oversight, coordination, and administration to meet the diverse needs of families. Josh was the Founder and Chief Executive Officer of Cornerstone Family Office, a premier multi-family office focused exclusively on wealth administration. Cornerstone was acquired by the firm in 2021. His diverse background also includes roles at a planning advisory firm and 15 years developing and implementing estate, succession, philanthropic, and investment planning strategies for high-net-worth individuals. Josh earned a Bachelor of Science in International Business from Gettysburg College. Josh is a sought-after speaker at industry events and has served on multiple corporate and non-profit boards, including New Energy Blue, a bio-fuel company, as well as his alma matter, The Haverford School, where he also served as the President of the alumni association. In addition, Josh serves as a trustee for several clients.

As leader of Trove’s Business Services division, Mike provides advisory, tax, and financial administration services to alternative asset managers, funded start-ups, and closely held businesses. Mike delivers customer-centric outsourced accounting, administration, and fractional CFO services to the firm’s clients. With 15+ years’ experience in accounting and financial management, Mike assists clients with pre- and post-transaction support, structuring mergers and acquisitions, and ensuring their day-to-day finance and accounting operations run smoothly. Clients rely on his team’s expertise and knowledge to analyze data and provide actionable insights to support their operations and decisions, freeing up time to focus on managing and growing their businesses. Mike and his team also work closely with our Family Office Services division to provide outsourced finance and accounting services to business entities for ultra-high-net-worth families. Mike joined Martin DeCruze & Company in 2011 and was instrumental in the growth of the business until its acquisition by the firm in 2020. Previously, he was a Senior Associate at KPMG. Mike, a licensed CPA, earned a Bachelor of Science, Accounting and Finance, from the Alfred Lerner College of Business & Economics at the University of Delaware.

Patty brings more than two decades of client and industry experience to Trove. As Head of Product, her goal is to create a digital transformation of our people, processes, and technology to enable our teams to think smarter and be more efficient, and ensure best practices are adopted consistently firmwide. Patty has extensive experience working with multigenerational family offices, high-net worth individuals, and business owners. With a background in tax, accounting, family office, and technology, Patty has the ideal skill set and experience to help leverage our systems and technology. Patty was Senior Director of Tax Technology at RSM’s Family Office, where she developed technology to empower stakeholders with real-time data to provide a holistic view of their enterprise for strategic decision-making. Patty’s experience also includes 16 years in public accounting, advising ultra-high net worth families, family offices, and owners of closely held business on tax, gift, estate planning, and charitable matters. Patty holds a Bachelor of Science, Accounting, from St. Xavier University. She is an Enrolled Agent and a member of the National Association of Tax Professionals.

As Vice President of Human Resources, Basia is focused on developing a high-performing, mission-driven culture dedicated to making Trove an employer of choice. A people-focused HR leader, she has broad experience leading organizations through transition, helping to form new teams and develop a shared cultural experience. In her role, she oversees talent management, firm policies, and compensation and benefits programs. Her strengths include crafting policies and procedures, extensive hiring experience, and change management support. A seasoned professional, Basia worked at US Bank Global Fund Services for 17 years in several roles, culminating in Director of Human Resources, before joining Trove in 2022. Her prior experience includes Head of HR and Office Administration for a financial services start-up, where she created all HR functions and processes, increasing the team from 20 people to more than 150 employees at the time of the sale. A native of Poland, Basia holds a Master of Arts in Japanese Studies from Jagiellonian University, Krakow. She earned a Senior Professional in Human Resources (SPHR) certification, and is a Senior Certified Professional, Society for Human Resource Management (SHRM-SCP). Basia is a member of the National Society for Human Resource Management.

Brian is Trove’s Vice President of Finance, leading our corporate finance, reporting, and data analytics teams. He brings more than 20 years of experience gained across a diverse group of industries to our team, including: banking, theme parks, payroll processing, higher education, golf, and cybersecurity. Over the course of his career, Brian has led teams in enterprise, start-up, and nonprofit organizations. Brian believes the combination of expertise, technology, and leadership are key drivers of success in his department as well as the company at large. He is committed to supporting the focus on customer experience and the continued growth of the firm. Prior to joining the firm, Brian was Chief Financial Officer for organizations in both the for-profit and not-for-profit areas. Brian has expertise in financial modeling and holds the Chartered Financial Analyst (CFA) designation. Brian earned his BA in Economics from Oglethorpe University and his MBA from the Yale School of Management.

As a Partner in our Family Office Services area, Steve provides personal financial and administrative management for clients, including accounting, investment administration, consolidated reporting, and trust & estate administration. Steve’s focus is on improving the client and advisor experience and delivering key outcomes. He brings a wealth of expertise from almost thirty years of working with ultra-high net worth families, including serving as the executive director and co-trustee of a multi-million-dollar family foundation. Steve joined JDJ Family Office Services in 2003 and became a partner in 2005, contributing to the growth of the business until its acquisition by the firm in 2022. Steve earned a Bachelor of Arts degree from St. John’s Seminary College of Liberal Arts, where he graduated summa cum laude. He has received certificates in Human Resources Management from Bentley University and Paralegal Studies from Boston University, and is a Certified Trust and Fiduciary Advisor (CTFA), an Accredited Estate Planner (AEP®), and a Massachusetts Notary Public. Steve has been a member of the Boston Estate Planning Council since 2006, having served on its Board of Directors and on a variety of committees over the years.

A leader of Trove’s Tax Services division, John is a trusted advisor to families and businesses, providing tax strategy, compliance, mitigation, and advisory services. He specializes in providing comprehensive tax and accounting services to clients, including individual, corporate, partnership, and trust tax returns. Other services include tax minimization strategies, estate and trust tax planning, tax liability projections, retirement plan analysis and financial reporting services for businesses; including attest services for compiled or reviewed financial statements. John and his team stay well-informed of tax law changes and regulations to ensure clients receive quality tax advice and outstanding client service. John joined Martin DeCruze & Company in 2001 and was an integral part of the business’ success until its acquisition by the firm in 2020. John, a licensed CPA, earned a Bachelor of Science in Accounting from Fordham University. He is a member of the American Institute of CPAs® and a member of the Connecticut Society of CPAs.

As a leader of Trove’s Tax Services division, Greg is a trusted advisor to families and businesses. He specializes in complex tax issues, including tax strategy, compliance and mitigation, and manages a diverse client base of ultra-high net worth individuals, estates, trusts, and closely held businesses, both US-based and global. Greg assists clients with tax planning and advisory for corporate and personal matters, including transaction consulting and structuring. Greg and his team stay well-informed of tax law changes and regulations to ensure clients receive quality tax advice and outstanding client service. Greg joined Martin DeCruze & Company in 2005 and was an integral part of the business’ success until its acquisition by the firm in 2020. Greg, a licensed CPA, earned a Bachelor of Science in Accounting from Lee University and a Master of Science in Taxation from Northeastern University. He is a member of the American Institute of CPAs®, a Board Member and Tax Committee chair of the New York State Society of Certified Public Accountants (NYSSCPA), and a member of the Connecticut Society of CPAs . Greg has been honored as a “Top Accountant” by Westchester and Fairfield County Business Journals, and “40 Under 40” by NYSSCPA.

A leader of Trove’s Tax Services division, Ian is a trusted advisor to families and businesses, providing accounting and tax services to a wide range of clients. A member of our team since 2022, Ian specializes in partnerships, with an emphasis on private equity and venture capital funds. Ian also has significant expertise helping ultra-high net worth individuals with tax minimization strategies, thoughtful planning, and compliance. In addition to managing a diverse client base of families, estates, trusts, and closely held businesses. Ian and his team stay well-informed of tax law changes and regulations to ensure clients receive quality tax advice and outstanding client service. He helps ensure superior client service and continuity of client experience throughout the firm, and frequently provides training and professional development to team members. A licensed CPA with more than 15 years’ experience, Ian is a valuable technical resource to Trove’s Tax, Business Services, and Family Office Services teams. Ian earned a Bachelor of Science in Accounting and a Master of Science in Taxation from Brigham Young University. He is a member of the American Institute of CPAs® and the Utah Association of CPAs.

In her role as Senior Director of Lifestyle Management, Elana delivers a broad range of services to families. Her leadership and expertise are key reasons why our award-winning Lifestyle Management services are considered the gold standard in the industry. Elana is our in-house insurance expert, assessing clients’ complex risk management and insurance needs. Elana’s other areas of expertise include domestic staffing oversight, and household management. Elana and her team also manage the acquisition, disposition, and management of properties, aircraft, automobiles, and sea vessels. Elana is a sought-after speaker and panelist. In 2023, Family Wealth Report recognized Elana as a "Rising Star" in the family office industry. Elana joined JDJ in 2006 and was instrumental in the growth of the business until its acquisition by the firm in 2022. Elana holds a Bachelor of Arts degree in Humanities with a minor in Music from Providence College. She earned a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb, and the Chartered Private Risk and Insurance Advisor (CPRIA) certification, a program that focuses on private client risk management for high-net-worth individuals and families. Elana is a member of Worthy Circles, the Boston Estate Planning Council, Boston Women’s Leadership Council, and the Private Risk Management Association. Elana serves on the board of Cappella Cantorum, and is the group’s International Tour manager.

Kraig, a Senior Director, leads our Client Onboarding team.  This group collaborates with clients, advisors, providers, and internal teams to ensure clients receive personalized and efficient support from initial engagement through successful implementation. Kraig and his team coordinate among all stakeholders to gather and share information and ensure the engagement team understands the family’s needs and expectations. Kraig has extensive experience managing client service teams, and he leads his team by example, always ensuring excellence in client service.  Prior to joining Trove (formerly JDJ Family Office Services) in 2013, Kraig was a senior accountant at a single-family office where he provided family office services to multiple family members. Kraig began his career as an Audit Associate at KPMG.  Kraig graduated cum laude from the University of Massachusetts at Amherst’s Isenberg School of Management with a Bachelor of Business Administration in Accounting & Information Systems. He is a Certified Trust and Fiduciary Advisor (CTFA) and a member of the Boston Estate Planning Council.  

As a Director in our Family Office Services division, Ashley leads one of our client service teams and helps ensure superior client service and continuity of client experience. She works closely with her Boston and New York-based team to provide a customized suite of services to families, including financial reporting, investment administration, budgeting and cash management, tax planning and coordination, facilitation of financial transactions, payroll administration, as well as estate planning and implementation. An accomplished professional with extensive family office experience, Ashley has provided financial and administrative accounting services to families since joining JDJ in 2007. Ashley was an integral part of the business’ success until its acquisition by the firm in 2022. Clients and their professional advisors rely on Ashley’s attention to detail and keen analytical skills. Ashley’s ability to manage complex relationships in a professional, proactive manner earns her the respect of clients, advisors, and colleagues alike. Ashley holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bryant University. She is a Certified Financial Planner® and notary public. Ashley earned a certificate in Estate Planning from the American Institute of CPAs and is a member of USA 500 Club.

As a Director in our Family Office Services division, Angela leads one of our client service teams and helps ensure superior service and continuity of client experience firmwide. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the creation and adoption of best practices. Angela oversees complex client relationships and works closely with team members to deliver services tailored to meet the needs of families. She cares deeply about her clients and enjoys solving the unique challenges they face. Clients and advisors rely on Angela’s excellent analytical and communication skills and outstanding work ethic. Angela has provided financial and administrative accounting services to families since joining JDJ in 2012 and was instrumental in the growth of the business until its acquisition by the firm in 2022. Angela, a Certified Financial Planner,® graduated magna cum laude from Bridgewater State University. Angela is a former member of The Boston Foundation’s Professional Advisors Network.

As Director of Finance, Janes oversees all aspects of our corporate finances, including accounting, budgeting, financial reporting, and tax compliance. Jane manages many professional relationships, including tax accountants, insurance providers, and banking partners. Prior to joining the firm in 2020, Jane was Chief Financial and Administrative Officer at Dynamic Benchmarking, a data analysis software firm she co-founded. In addition, she has more than 10 years of experience in public accounting, with positions at PwC and regional accounting firms. Jane graduated cum laude from the University of Massachusetts at Amherst’s Isenberg School of Management with a Bachelor of Business Administration in Accounting. She is a Certified Public Accountant and a member of the Massachusetts Society of CPAs and the American Institute of CPAs.

As Head of Marketing, Trish manages all aspects of marketing for the firm, developing branding and communications programs to effectively demonstrate Trove’s service offering and key differentiators. She ensures consistent brand messaging across platforms, working with the leadership team as we build a nationally recognized, award-winning family office focused on outstanding client service and exceptional outcomes. Trish’s responsibilities include positioning and major message development, external communications programs, conferences, event management, and effective use of electronic channels including our web presence and social media. Everyone with whom she interacts appreciates her work ethic, thoroughness, and efficiency. Trish joined JDJ Family Office Services in 2011 and was instrumental in the growth of the business until its acquisition by the firm in 2022. Her diverse background spans more than three decades and includes marketing and operations management at family office services firms, and account supervision roles at several Boston advertising agencies managing integrated communications programs, including TV, radio and print materials. Trish graduated from the College of the Holy Cross with a degree in French.

As a Trove Board Member, co-founder, and an advisor to the company, Robert leads the firm’s strategic acquisition program in coordination with The Cynosure Group. He recognizes Trove’s opportunity, value, and strength as a resource for families and closely held businesses in a high-value and fragmented industry. Robert is a seasoned executive with extensive business, financial, and entrepreneurial experience leveraging 30 years of operating, private equity, and M&A experience across various industries from start-ups to developed companies. As a leader and strategic thinker, with a focus on team member development, Robert is adept at developing strategy and efficient business models, creating strategic relationships, and assembling highly productive teams. Along with his co-founding partners, Robert was integral to the development of the investment thesis and formation of Maestro (now Trove). Robert holds a Bachelor of Arts in Business Administration from the Questrom School of Business, Boston University, and earned a Master of Business Administration at New York University’s Stern School of Business.

Andrew is a board member and advisor to Trove, working with our executive management team to provide strategic direction building a nationally recognized, award-winning family office that focuses on exceptional outcomes and outstanding client service. He also serves as a senior advisor to the Stonehage Fleming Group and acts as an advisor to a small number of non-financial industry start-ups. Andrew spent more than 20 years at the UK-based Stonehage Fleming Group managing various offices, divisions, and service lines. He was the Global Head of the Family Office services area for over ten years. Andrew also sat on several Family Councils and acted as key advisor to many ultra-high-net worth families. He was a member of the Group Executive Committee, which built and managed the business for more than twenty years. Andrew is a Chartered Accountant and a member of the Institute of Chartered Accountants in England and Wales. He holds a BA (Hons) in Economics from Nottingham University.

Lynne is a strategic advisor to Trove, working with the executive management team as we build a nationally recognized, award-winning family office that focuses on outstanding client service and exceptional outcomes. As a strategic leader with functional experience managing integrated B2B and B2C marketing teams, sales and service call centers, and business operations, she is a versatile executive delivering both strategy and execution where needed. Lynne brings 30+ years of experience in strategy, marketing, operations, and management in a variety of industries, including consumer packaged goods, travel and hospitality, shipping and logistics, education and training, cybersecurity, and technology. Lynne earned a Bachelor of Arts from Dartmouth College and has been privileged to teach in several of Dartmouth’s Tuck School of Business Executive Education programs.