James Lavell

James joined Euromoney in 2016 as part of the Strategy and Programmes Team, initially working across the Group with the PRA division on their strategy implementation and then Institutional Investor. More recently James held the position of Divisional COO at Institutional Investor, the CEO of the IMN and Derivatives Pillar. Following the mid-year FPS restructure at Euromoney, James has now taken on the role of CEO of Euromoney People Intelligence, a Pillar of Euromoney comprised of BoardEx, WealthEngine, and Wealth-X. Prior to EII James spent over 10 years running transformation teams focusing on large-scale business change, acquisition integrations, and operational restructures. James has also worked as an in-house consultant for British Telecom, Equifax, and AC Nielsen.

Richard Green

Richard Green joined WealthEngine from Roubini Global Economics where he was CEO. Prior to that, Richard served as COO and CFO of Roubini, which he joined during its startup phase in 2006. He was instrumental in leading the company’s global expansion. Richard is a Chartered Accountant in England and Wales and holds a membership with the American Institute of Certified Public Accountants.

He is based in the company’s New York office.

Connel Bell

Connel has worked at BoardEx for over 15 years and took up the role of Vice President of Operations in 2019 following the Euromoney acquisition. Connel started at BoardEx in the Technology department and has extensive experience working with clients on integration projects, fulfillment, and technical pre-sales. Connel has an engineering background with a Masters in Chemical Engineering from the University of KwaZulu Natal and has more than 20 years of IT experience. In his spare time, Connel can be found on a golf course or walking in the countryside with his dog – whichever is the shorter.

Florian Pixner

Florian is the Chief Data Officer for the People Intelligence Pillar at Euromoney, including Wealth-X, WealthEngine and BoardEx. He oversees our global data and research teams across the globe, ensuring our data and intelligence is focused on the people who have the greatest impact on our client’s future. Florian has over 15 years of experience in the data and intelligence space, predominantly servicing the financial services, luxury, not-for-profit, and pharma industries. As such he has developed a deep understanding and network of our clients and their needs. Prior to joining Euromoney, Florian held senior management roles at Acuris Risk Intelligence and Wealthmonitor.

Lori Kohn

Lori  Kohn is the Chief of Staff at WealthEngine. Prior to joining, she was a Principal Human Capital Consultant at TriNet, a PEO, where she provided HR guidance to companies with 1 to 500 employees. Lori spent 7 years as the Director of HR and Administration at Roubini Global Economics, an economic consulting firm, where she helped to grow the company from 8 employees to over 100.

She helped build teams at MessageLabs, an email security firm, and at OppenheimerFunds, a mutual fund company. Lori attended Columbia University’s School of Social Work and American University in Washington, D.C. She is based in the company’s New York office.

Manuel Bianchi

Manuel Bianchi is SVP, Global Head of Sales – Wealth Solutions, leading the Global Commercial Team for all Sales, Account Management, and Client Success activities within the financial institution, luxury brand, NFP, and educational institution sectors. He established and has grown the European client base since Wealth-X’s foundation in 2010 and has brought over 200 companies on board during the last 10 years. Manuel coordinates the Global commercial strategy and efforts alongside a group of 20+ talented individuals and holds a significant role on Wealth-X’s Leadership Team for global commercial strategy and approach.

Prior to joining Wealth-X, Manuel completed a Master’s degree in Hospitality Management in Central Switzerland and supported the CRM and Sales activities at World-Check, the leading KYC & Compliance solution, and provider.

Khris Fenton

When Khris was in the 5th grade, he realized he could make a profit by selling candy to my classmates by undercutting the school vending machine – and he was sold.

Since then, he has been focused on finding win-win outcomes for his customers and putting their goals first. Sales has been (and likely always will) be his job, and he’s on a crusade to change the pre-conceived notions that people have of salespeople.

As his career has matured into selling to large companies, he has become fascinated with learning about how different businesses thrive (or survive) – so that he can not only help his clients investigate business cases/concepts, but also use his learnings as a future founder.

On the personal side, he’s a lifelong fan of underperforming playoff teams (Atlanta Braves, Dallas Cowboys, Washington Capitals), the dad of a Golden Retriever named Chipper, and husband to an amazing wife. He prides himself on being transparent, (brutally and tactfully) honest, and logical.

Michael Phillips

As Vice President of Marketing & Communications for WealthEngine, Michael oversees a global marketing strategy that elevates the understanding of WealthEngine’s unique value proposition, drives business development, and increases client retention.

Michael has over 15 years of experience developing go-to-market strategy for both business-to-business and business-to-consumer focused organizations, with an emphasis on corporate communications, brand awareness, thought leadership, product/executive positioning, and reputation management.

Prior to joining WealthEngine, he held senior roles in the corporate communications practices of HL Group and Rubenstein, working with a diverse roster of clients including Crate & Barrel, ING Real Estate Finance, London Business School, Tanger Outlets, Quinn Emanuel, Flextronics, and Campbell’s.

Michael holds a MA in public communication from American University and a BA in English literature and journalism from the University at Albany, SUNY.

Emmanuella Modilim

Emmanuella Modilim is Senior Director and Global Head of Client Success at Wealth-X. Since 2017, Emmanuella has engaged with clients to drive user adoption of the Wealth-X intelligence platform through proactive relationship-building and tailored customer experience. She works closely with key accounts at Wealth-X and has developed subject matter expertise in not-for-profit foundations, fundraising and finance. She has also developed a global team of client success associates who provide value-add support to each industry vertical that Wealth-X services. Emmanuella has extensive experience in client relationship management and development, research project management, and team management.   

Prior to Wealth-X, Emmanuella was an Account Coordinator at Marc Jacobs, working with key business accounts in the AsiaPacific region to deliver top-notch consumer experiences. 

Emmanuella holds an MSc in International Business from Hult International Business School and a BSc in Business Administration from the University of Lagos. 

Katerina Lauer

As the Senior Director of Renewals, Katerina brings over 12 years of experience working for WealthEngine, previously working with non-profit clients on the sales side to assist them in maximizing their WE solutions. In her current role, she is focused on the client-end of the business, leveraging her experience to support existing client’s experience.

Katerina is dedicated to the strong partnership between WealthEngine and our clients, and excited about the new advancements begin made in data-analytics. She looks forward to helping our clients make the most of their services as WealthEngine continues to grow. Katerina currently lives in Charleston, SC with her husband and 2 children, enjoying the warm weather and trying to find time to pick up her knitting.