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Cymric's Professional Staff
A highly skilled staff provides the foundation upon which Cymric has built its reputation. On 12/31/08 Cymric joined forces with GenSpring Family Offices, LLC to establish a presence as a GenSpring local family office (LFO) presence in Southern California. Every member of the staff is vital in assisting the company to achieve its goal of helping clients identify and meet their family objectives. The staff's continuity, integrity and years of experience provide the client families with an expertise and a professionalism that is second to none. Patricia M. Soldano, President/CEO Rosemary Valenti, Tax Manager Kevin J. Hansen, CPA, Relationship Manager Rebecca Newman, Assistant Controller Patricia M. Soldano
Ms. Soldano’s principal responsibilities include directing and supervising all investment management and asset allocation issues, coordinating estate planning and generation succession efforts, and facilitating and implementing family meetings. Ms. Soldano maintains direct contact with family members on these and other matters, often speaking with them daily regarding family business and related issues. In addition, Ms. Soldano is President of Policy and Taxation Group an organization that educates on the destructive effects of the estate tax to families and their businesses. As a registered lobbyist she has advocated for the reform of the estate tax by lobbying legislators and executive branch officials for the past 17 years, spending one week a month in Washington DC. ”Death by a Thousand Cuts,” a book written by Yale professors Ian Shapiro and Michael Graetz, chronicles her work and that of others over this time period. As one of the founding partner of Women Impacting Public Policy, Ms. Soldano works collectively with 500,000 other women business owners to advance the economic issues important to women business owners. Ms. Soldano, a registered investment advisor, received her MBA from Claremont Graduate School, and her BA in Business Administration from California State University, Fullerton. She is a member of Women’s Philanthropy Fund of Orange County. She also serves on the Board of Directors of Alzheimer’s Association of Orange County, the Executive Committee, and is the Policy Committee Chairman. She has been published in Trusts & Estates Magazine, Private Wealth Advisors, The Washington Post, Forbes, Wealth Manager, Fund Fire, Infovest, and other newspapers and periodicals. She has made presentations at national conferences throughout the United States, including The Investment Advisor Association, AICPA, USC Family Business Program, Institute for International Research, and others. Additionally, she has testified before the Ways and Means Committee for the Congress of the United States. She currently serves on the Editorial Committee for High Net-Worth Families for Trusts & Estates magazine and the Advisory Board for both Paul Merage School of Business and Co-Chair of the Investment and Wealth Center for University of California, Irvine. ————————————
Sandra M. Juranich, CPA
Sandy received her BS in Business Administration with accounting concentration from California State University, Long Beach. She is a licensed CPA in the state of California. Outside of the office, Sandy enjoys serving in her local church as a Sunday school teacher, and also is a Court Appointed Special Advocate (CASA) which mentors and advocates for youth in the foster care system. ————————————
Robert E. Dye graduated in 1969 with High Honors from Whittier College with a Bachelor of Arts in Speech and in 1970 with a Master of Arts in Speech. Mr. Dye graduated in 1973 from the University of Southern California Law School with his Juris Doctor, where he was elected to the Order of the Coif, served as Executive Editor of Publications and staff member of the Southern California Law Review, and was winner of the Hale Moot Court Honors Program. Mr. Dye was admitted to the California Bar in 1973 and is a member of the Orange Country Bar Association and the State Bar of California. ————————————
Rosemary Valenti ————————————
Kevin J. Hansen, CPA
Kevin received his Bachelor of Arts in Business Economics with accounting concentration from University of California, Santa Barbara and his Masters in Taxation from Golden Gate University. Kevin is a Certified Public Accountant licensed in the state of California and a member of the California Society of Certified Public Accountants. ————————————
Rebecca Newman Rebecca joined Cymric Family Office Services in July of 2007. She assists with the accounting, investment and tax needs of the client families. She monitors clients’ cash balances by maintaining general ledgers and preparing financial reports for each Cymric client family entity, including cash flows, budgets, and budget to actual comparisons. She analyzes and updates clients’ investment activity and prepares statements of net worth on a quarterly basis. Rebecca's prior experience includes working for Bright Now Dental as Manager of Corporate Accounting. She supervised senior accountants and staff and was responsible for the accounting and reporting of all corporate departments. She performed budget analysis and research. Prior to Bright Now Dental, Rebecca worked as a senior accountant for a health care REIT where she was responsible for the corporation's debt service and cash management. She had also worked in their Managed Portfolio department where she was responsible for analyzing the third party management financial reports for 100 medical office buildings. Rebecca received her BA in Business Administration with accounting concentration from California State University, Northridge. She has passed her CPA exam. Rebecca enjoys the arts, travel and music.
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Patricia M. Soldano has spent over 25 years managing family offices, and established family offices for the Brown Family of California, the Plimpton Family of New Jersey, and the Field Family of Illinois. She developed Cymric Family Office Services into a multi-family office in 1996, which now serves ten families. In January 2009 Cymric Family Office Services became part of GenSpring Family Offices but Pat Soldano remains President and CEO for GenSpring Southern California.
Sandy joined Cymric Family Office Services (now GenSpring Family Offices) in August of 1997. She manages client