About Us

Biltmore Family Office was founded in 2008 by a few families looking for more from their wealth advisors. Independent advice. Transparent fees. Customized investment solutions.

 

At a time when the concept of the “independent advisor” was catching notice from wealthy families as an alternative to private banks or brokers, our firm attracted more families who joined and became part of the unique culture that forms the spirit of our firm.

 

The founding partners of our firm are involved in each family relationship and are invested right alongside our families. We are built to serve a limited number of families, and to put your needs before the needs of the firm. We think this makes sense and that it works for you.

 

Our team is comprised of incredibly helpful and experienced individuals, with advanced designations in their fields. They are by far our best assets and we are proud to introduce them to you.

Our Story

 

Meet Our Team

Combined, the professionals on our team have over 250 years of experience serving families like yours. We are proud of the individuals with whom we work and we are proud to introduce them to you.

 

Our Partners

Chris Cecil, Biltmore Family Office

Chris Cecil

Partner & CEO

Nikki Gokey, Biltmore Family Office
Mike Farrell, Biltmore Family Office
Rael Gorelick, Biltmore Family Office

Rael Gorelick

Partner & Head of Investments

Our Professionals

Kelly Gaitens, Biltmore Family Office
Kellie Hall, J.D., Biltmore Family Office

Kellie Hall, J.D.

Wealth Advisor

John Macik, Biltmore Family Office

John Macik

Wealth Advisor

Sports & Entertainment

MikeGregory, Biltmore Family Office

Mike Gregory, MBA, CAIA

Head of Research

Frank Schornagle, MBA, Biltmore Family Office

Frank Schornagle, MBA

Senior Portfolio Manager

Drew Russell, Biltmore Family Office

Drew Russell, MBA, CFA

Portfolio Manager

Antony Mastrogiacomo, Biltmore Family Office

Anthony Mastrogiacomo

Wealth Planning Associate

Kelsey Hageman, Biltmore Family Office

Kelsey Hageman

Reporting Analyst

Julianne Marrie, CFP, Biltmore Family Office

Julianne Marrie, CFP

Wealth Advisor

Emma DeMane, Biltmore Family Office

Emma DeMane

Research Analyst

Cathy Kreppein

Office Manager

North Carolina Office

 

6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211

704.248.5230

Florida Office

 

5728 Major Boulevard, Suite 611

Orlando, FL 32819

407.308.3287

©2019 Biltmore Family Office