John J. Delucca
John J. Delucca has significant experience in family office and wealth management, bringing over 30 years of experience to Riverside Wealth Management, Inc. He directed the family office of one of America’s wealthiest families and served as the managing director and chief financial officer.
Mr. Delucca also has an extensive background in financial management with some of the country’s leading corporations. He served as executive vice president and chief financial officer of the REL Consultancy Group; executive vice president, Finance and Administration, and chief financial officer of Coty Inc., a $4 billion global consumer products company; and senior vice president and treasurer of RJR Nabisco Inc., of the largest corporate buy-outs of its time, where he was effectively “restructuring officer” brought in by KKR for strategic valuation and subsequent break-up after taking both Nabisco and Reynolds Tobacco public. He also was responsible for the $7 billion pension fund. Mr. Delucca also has served, among other positions, as president and chief financial officer of the Lexington Group and as senior vice president, Finance, and managing director of The Trump Group.
Mr. Delucca currently serves as a director of British Energy PLC, Enzo Biochem Inc., Endo Pharmaceuticals Inc., ITC Deltacom Inc. and Tier Technologies Inc.
Mr. Delucca has been a guest speaker and lecturer for financial institutions and universities including Merrill Lynch, Bank of America, Deutsche Bank, Sumitomo Bank Ltd., Banque Paribas, Canadian Imperial Bank of Commerce, Standard & Poor’s, the New York University Stern School of Business, the Fordham University Graduate School of Business and Pace University. He was also an adjunct assistant professor at Seton Hall University School of Business Administration. Mr. Delucca is a graduate of Bloomfield College, where he received a Bachelor of Arts degree, and Fairleigh Dickinson University, where he received a Master of Business Administration degree in finance.
Mr. Delucca currently serves as a director of British Energy PLC, Enzo Biochem Inc., Endo Pharmaceuticals Inc., ITC Deltacom Inc. and Tier Technologies Inc.
Mr. Delucca has been a guest speaker and lecturer for financial institutions and universities including Merrill Lynch, Bank of America, Deutsche Bank, Sumitomo Bank Ltd., Banque Paribas, Canadian Imperial Bank of Commerce, Standard & Poor’s, the New York University Stern School of Business, the Fordham University Graduate School of Business and Pace University. He was also an adjunct assistant professor at Seton Hall University School of Business Administration. Mr. Delucca is a graduate of Bloomfield College, where he received a Bachelor of Arts degree, and Fairleigh Dickinson University, where he received a Master of Business Administration degree in finance.
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Caleb Loring III
Caleb Loring is a descendant of the 19th-century industrialist Frederic Ayer and since 1982 has led the Ayer family office. Mr. Loring oversees family assets of more than $600 million and facilitates intergenerational communication for over 100 family members. Before taking on management responsibility for the Ayer family office, Mr. Loring served as a family trustee and a member of its Investment Committee.
Prior to 1982 he was a vice president of the Bank of Boston’s commercial lending division and was with the bank for 10 years. Mr. Loring began his career with the Central Intelligence Agency in Washington, D.C.
Mr. Loring currently serves as the lead independent trustee and chairman of the Audit Committee of Mellon Institutional Funds and as a director and president of the Investment and Independent Review Committees of the Carter Family Corporation; a director and chairman of the Audit Committee for Goede Capital Management, LLC, and Mellon Optima, LLC; and a trustee of the Dumaine Family Trust and the Amelia Peabody Charitable Fund.
Long active in community affairs, he currently holds seats on local boards including the Salvation Army, Trustees of Donations (Episcopal Diocese of Massachusetts), North Shore YMCA, North Shore Community College and The Trustees of Reservations. His knowledge of planned giving, development, finance and investment management has proven useful wherever he serves.
Mr. Loring is a graduate of Dartmouth College, where he received his Bachelor of Arts and subsequently a Master of Business Administration degree from the Amos Tuck School of Business Administration there.
Mr. Loring currently serves as the lead independent trustee and chairman of the Audit Committee of Mellon Institutional Funds and as a director and president of the Investment and Independent Review Committees of the Carter Family Corporation; a director and chairman of the Audit Committee for Goede Capital Management, LLC, and Mellon Optima, LLC; and a trustee of the Dumaine Family Trust and the Amelia Peabody Charitable Fund.
Long active in community affairs, he currently holds seats on local boards including the Salvation Army, Trustees of Donations (Episcopal Diocese of Massachusetts), North Shore YMCA, North Shore Community College and The Trustees of Reservations. His knowledge of planned giving, development, finance and investment management has proven useful wherever he serves.
Mr. Loring is a graduate of Dartmouth College, where he received his Bachelor of Arts and subsequently a Master of Business Administration degree from the Amos Tuck School of Business Administration there.
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Michael T. Hartley
Wealth Strategist
Michael Hartley brings over 37 years of experience to Riverside Wealth Management, Inc. He is the second generation Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. (DKE) a family wealth management firm. He also is a principal of Transition Dynamics Inc, a consulting firm advising financial and business families in the areas of governance and life long learning. He works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services to some of America’s wealthiest families. Mr. Hartley is an emeritus board member of The Family Firm Institute (FFI), a member of the Financial Planning Association, the National Committee on Planned Giving, Attorneys for Family Held Enterprises (AFHE), and is actively involved in the governance of many foundations and charitable organizations. He is a recipient of the Outstanding Leadership Award from the National YMCA Southern Region. He holds certificates from FFI in Family Business Advising and Family Wealth Advising and served as a faculty instructor for FFI’s Launching Pad course.
He is the co-author of “Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning” a book intended to help families manage all three forms of wealth. He has had articles published in Trusts and Estates Magazine and many others and curates 24 online magazines including titles “Global Economics and Investing”, “CyberSecurity”, “Social Impact and Philanthropy”, and “Effective Presentations”. Michael is a recognized author and speaker on topics involving the strategic management of a family’s human, social and financial capital.
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Bonnie B. Hartley Ph.D.
Wealth Transition Specialist
Bonnie B. Hartley brings over 37 years of experience to Riverside Wealth Management, Inc. She is the president of Transition Dynamics, a consulting firm specializing in business family and organizational transitions. Dr. Hartley works primarily on planning, communication and relationship management during times of transition in two areas: governance systems within family councils, family offices, family and non-family management teams, boards of directors and advisory councils; and lifelong learning maps for developing interests and competencies in business families. She also serves as an executive coach for both senior and next-generation members of business families.
Dr. Hartley has written for Families in Business, Family Business Review, Family Business, Nation’s Business, Business Horizons, the International Journal of Bank Marketing, The Family Business Client, Private Wealth Management and On Wall Street, among others. She has also been interviewed on various PBS documentaries about family businesses. Dr. Hartley works with prominent families around the world and has written numerous books designed to foster the strength and flexibility of families, including Sudden Death and Unexpected Wealth.
Currently, Dr. Hartley serves on the boards of Attorneys for Family-Held Enterprise and a private foundation. She participates in the Psychosocial Dynamics of Family Business (a US national think tank), is a fellow in the Family Firm Institute and holds its Certificate in Family Business Advising, and is a past member of its board of directors.
As a consultant, Dr. Hartley maintains an active speaking schedule. She gives presentations in English and Spanish internationally. In the past several years, she has addressed business family audiences in Spain, Denmark, France, Scotland, Ireland, Malaysia, Australia, Canada, Mexico, Guatemala, the Dominican Republic, Belgium and the United States. Dr. Hartley received a Bachelor of Arts from Grinnell College, a Master of Business Administration from Oregon State University and a Doctor of Philosophy from the University of Kansas. Bonnie is a member of the Riverside Wealth Management, Inc. Consulting Team.
Members of the Riverside Wealth Management, Inc. Consulting Team are not direct employees of Riverside Wealth Management, Inc.
Currently, Dr. Hartley serves on the boards of Attorneys for Family-Held Enterprise and a private foundation. She participates in the Psychosocial Dynamics of Family Business (a US national think tank), is a fellow in the Family Firm Institute and holds its Certificate in Family Business Advising, and is a past member of its board of directors.
As a consultant, Dr. Hartley maintains an active speaking schedule. She gives presentations in English and Spanish internationally. In the past several years, she has addressed business family audiences in Spain, Denmark, France, Scotland, Ireland, Malaysia, Australia, Canada, Mexico, Guatemala, the Dominican Republic, Belgium and the United States. Dr. Hartley received a Bachelor of Arts from Grinnell College, a Master of Business Administration from Oregon State University and a Doctor of Philosophy from the University of Kansas. Bonnie is a member of the Riverside Wealth Management, Inc. Consulting Team.
Members of the Riverside Wealth Management, Inc. Consulting Team are not direct employees of Riverside Wealth Management, Inc.
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Michael W. Pippins
Michael brings over 35 years of experience to Riverside Wealth Management, Inc. as a member of the Advisory Board. He has over 30 years leading public and private companies as Founder, President and CEO roles. His expertise lies in corporate strategy and management. His focus has been leading business growth for Semiconductor Equipment, electric motor and related companies. He founded Persimmon Technologies Corporation in 2010 to serve the next generation requirements in vacuum robotic solutions.
Michael previously held senior management positions with Brooks Automation, Varian Semiconductor Equipment, ASM Ion Implant, and Leybold Heraeus. He most recently held the position of President for the ASD Division of Brooks Automation which he led the company’s automation growth from $6M to over $300M in revenues, raised over $600M in IPO and secondary offerings, negotiated, closed, and integrated 9 acquisitions, and held board seats on joint ventures with Samsung in Korea and Yaskawa in Japan. Michael was also granted 4 patents in robotics and automation systems while serving at Brooks. He received his Certificate of Special Studies in Business Administration at Harvard University, subsequent to his Bachelor of Science degree in Electrical Engineering with High Honors at Southern Polytechnic State University.
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