- Albert Adamsis a graduate of Harvard Business and Law School.Albert Adams
Albert Adams is a graduate of Harvard College, Harvard Business School, and Harvard Law School. He joined BakerHostetler in 1977, became a partner in 1984 and served as a member of its governing body between 1993-2014. He practices in the business, real estate and corporate areas with special emphasis on the structuring and financial aspects of business transactions. He has represented ten entities in connection with their initial public offerings, served as general outside counsel to two public funds and eight public companies and has been lead lawyer in hundreds of billions of dollars in various real estate and other transactions.
Mr. Adams has also served as a director of six public companies, including five real estate investment trusts, and numerous private businesses. In his capacity as a public company director, he has chaired three nominating and governance committees, two compensation committees and one audit committee. He has also been a board member or trustee of a number of community and charitable organizations, including the Cleveland Chapter of the American Red Cross, the Karamu Playhouse, Learning Disability Associates, the Western Reserve Historical Society, the Center for Families and Children, the Greater Cleveland Roundtable, the Corporate College (a division of Cuyahoga Community College) and the Greater Cleveland Sports Commission.
- Sally Griesis the founder, chairperson and CEO of Gries Financial LLC, a multi-family office and wealth management firm for high net worth clients, foundations and institutions.Sally Gries
Sally Gries is the founder, chairperson, and CEO of Gries Financial LLC, a multi-family office and wealth management firm for high net worth clients, foundations, and institutions, which oversees over $1.5 billion in assets. She and her associates provide comprehensive, total objective financial and investment advisory services.
An avid reader of the Wall Street Journal as a young teenager, she entered the male-dominated financial field in the late 60’s after graduating from Northwestern University. A decade later she started her own company. She has the distinction of being the founder of the first female-owned registered investment advisory (RIA) firm in Ohio.
Ms. Gries is a founder and Chairperson of Fieldstone Associates Inc., a real estate investment advisory firm that provides a diversified private real estate investment approach for its clients. Real estate transactions since 1980 have included primarily direct investments in development, value-add and existing cash flow projects. Property types have included multi-family, industrial, warehouse, senior living, college residential, self-storage, office and shopping centers. Projects have been geographically diverse in the United States.
She is a member of PIMCO’s RIA Investment Advisory Board. She has served on corporate boards, both public and private, and currently serves on three private corporate boards. She is a trustee of the Gries Family Foundation and The Cleveland Foundation where she is the chairperson of the investment committee that oversees their $2.2 billion endowment.
She has been dedicated to serving the community through not-for-profit board leadership service over the years. Currently, she is a trustee of The Cleveland Foundation, The Holden Arboretum, and the Cleveland Botanical Garden. She is a Life Trustee of Hawken School and Emeritus Trustee of Case Western Reserve University. She is an active member or chair of the investment committees of several major institutions.
- Thomas J. Graham, MD• Chief Health Innovation & Strategy Officer, Tavistock Group • Global Chairman, Lake Nona Institute • CEO, Global Hemisphere, LLCThomas J. Graham, MD
Thomas J. Graham, MD, is a renowned surgeon, healthcare executive, inventor/entrepreneur, and author. He is the Chief Innovation & Strategy Officer for Tavistock Group, the international private investment conglomerate founded by Joe Lewis, with over 200 holdings in a dozen countries. Graham also serves as the Global Chairman of the Lake Nona Institute, the non-profit organization that focuses on the development and sustainability of Lake Nona Medical City as the world’s most connected, intelligent community and the “living laboratory” for healthcare transformation and medical innovation. Graham founded Global Hemisphere, LLC, with Tavistock and other strategic partners as a platform for advisory and intellectual property commercialization that stimulates community economic development.
Formerly, Dr. Graham served as the first Chief Innovation Officer and Vice-Chairman of the Department of Orthopaedic Surgery of Cleveland Clinic in Cleveland, Ohio. Prior to returning to Cleveland, Graham was Chief of the Congressionally-designated National Hand Center in Baltimore, the largest specialty practice of its kind. His extensive clinical expertise in surgery of the hand, wrist, and elbow with special concentration on complicated reconstruction after trauma, complex elbow disorders, and congenital hand surgery is well-known. His practice is recognized as the premier destination for the care of the professional athlete’s hand and wrist, worldwide and he has served as the Hand Surgery Consultant or Team Physician for numerous teams in the NFL, MLB, NBA and NHL, as well as the PGA and LPGA.
Graham is credited as one of the pioneers of mission-driven innovation, the development of intellectual property from academic settings for the purpose of improving and extending human life and creating regional economic opportunity. His expertise as an innovator, serial entrepreneur and prolific inventor with nearly 50 patents was chronicled in his best-selling book, Innovation the Cleveland Clinic Way published by McGraw Hill.
A graduate of Williams College, he received his M.D. from the University of Cincinnati. He completed his Orthopaedic Surgery Residency at the University of Michigan and a fellowship in Hand and Upper Extremity Surgery at the famed Indiana Hand Center, with additional training in Elbow Surgery at Mayo Clinic. He completed the two-year Executive Management Program in Healthcare Administration, jointly sponsored by Cleveland Clinic and the Weatherhead School of Business of Case Western Reserve University.
Dr. Graham has been involved in multiple civic initiatives and organizations, especially those which advance innovation, community health, and economic prosperity. These include his Chairmanship of the Executive Advisory Board for the Global Center for Health Innovation and BioEnterprise in northwest Ohio. He also served as a Board Member of the Rock & Roll Hall of Fame and Museum.
Graham is married to his childhood sweetheart, CeCe, and they have two adult daughters, Margaret and Elizabeth. He enjoys golf, outdoor activities, travel and anatomic drawing.
- William B. Summers, Jr.was with McDonald Investments Inc. for more than 35 years, serving as Chairman from 1998-2006.William B. Summers, Jr.
William B. Summers Jr. In June of 2006, after more than thirty-five years, William B. Summers Jr. retired from McDonald Investments Inc., having served as Chairman since 1998. He previously served as President and CEO of McDonald Investments, an independent public company listed on the NYSE, prior to the sale of the company to KeyCorp in 1998.
Summers joined McDonald & Co. as an intern in its Municipal Bond Department in 1971, a year before graduating from Baldwin-Wallace University. In April 1975, he was named a General Partner of McDonald & Company, the youngest partner in the firm’s history, and in 1980 he was named Partner-in-Charge of Municipal Trading and Underwriting. In 1984, he became Executive Vice President in charge of Institutional Fixed-Income Sales, a post he maintained until October 1988, when he was promoted to Executive Vice President and Chief Operating Officer of McDonald & Co. Investments, Inc. In April 1989, Summers was named President of McDonald & Co. Securities, Inc. and McDonald & Co. Investments, Inc. In January 1994, he was named Chief Executive Officer of McDonald & Co. Securities, Inc. and McDonald & Co. Investments, Inc. Summers was named Chairman of McDonald & Co. Securities, Inc. in August of 1995. In the fall of 1998, while CEO, McDonald & Company Investments, Inc. was sold to KeyCorp, and Summers became an Executive Vice President of KeyCorp, Chairman of Key Capital Partners and a member of the KeyCorp Management Committee, positions he held until 2000, when he retired from executive management.
Summers has been active in a wide range of securities industry activities. In March of 2006 he concluded service as a member of the Board of Executives of the New York Stock Exchange, having served previously as a Director of the NYSE from 1998-2003 Summers served on the National Association of Securities Dealers (now FINRA) Board of Governors from 1989-1992 and was elected Chairman of the Board in 1991. He also served as a member of the NASDAQ Stock Market Board of Directors from 1992 – 1994 and as Chairman of the Board in 1994. He is also as active and involved in a host of civic and charitable activities.
Presently, Summers serves on the Board of Directors of RPM International, Inc. and Greatbatch, Inc. He has served as a national judge for Ernst & Young’s Entrepreneur of the Year Awards from 2011-2013 and inducted into the Northeast Ohio Business Hall of Fame in 2013.
Summers resides in the Cleveland suburb of Rocky River with his wife Pam and three children.
- Robert C. Smithis an investment management expert with 40 years of experience in investing, finance, accounting, and business management.Robert C. Smith
Robert C. Smith is an investment management expert with 40 years of experience in investing, finance, accounting, and business management. Prior to joining Spero-Smith in 1993, he was chief investment officer of an investment advisory firm he co-founded in 1988.
Bob is deeply committed to civic leadership. He is Chairman Emeritus of the Board of Trustees of both Ohio Northern University, in Ada, Ohio, his alma mater, and of ideastream®, WVIZ/WCPN, the Public Broadcasting System television station and National Public Radio station serving the greater Cleveland, Ohio, area. The Mayor of Cleveland, three Ohio Governors and the Governor of Michigan have appointed Bob to positions of investment leadership for public entities.
Previously, he served as Chairman of the Greater Cleveland Growth Association, where he championed the merger of the Greater Cleveland Growth Association and Cleveland Tomorrow. He also is former Chair of the Council of Smaller Enterprises (COSE) in Cleveland, as well as a member of the Board of Directors for many organizations.
Bob volunteers his institutional investment management experience as a member of several nonprofit organizations and foundations in Northeast Ohio. He has received many awards for civic and community leadership and for providing volunteer financial guidance to nonprofit organizations.
Bob is frequently consulted by the media on investing, financial planning, and wealth management issues. He holds an M.B.A. in Finance from Duquesne University and a B.A. in Business Administration (Accounting) from Ohio Northern University. He is a member of the CFA Institute and the Cleveland CFA Society.