The RayLign team brings multiple disciplines and perspectives to the fore in every relationship, utilizing experiences, processes and skills developed from strategic consulting, investment consulting, process management and family dynamics. The Team has led complex facilitations with organizations, individuals, multiple-generation families and family businesses to define what is important to them, determine goals and priorities, and create and implement the actions to achieve them.

Gregory T. Rogers - Founder & President

 

Greg founded RayLign Advisory LLC in 2004 to provide consultative services to a select number of financially complex families that want to be proactive about “perpetuating well-being through the generations.”  The firm was founded after working within his own family business, a leading investment consulting company, and after roles as a strategic consultant, a publicly-traded asset management executive, and as a family dynamics facilitator.  RayLign emerged out of Greg’s conclusion that very few advisory firms had the comprehensive skill-set to understand the many complexities of family relationships in the context of financial management.  Even fewer had business models that supported the patience, project management capacity, or objectivity required to truly be an agent for the client family.

 

Greg is also Founder and Managing Partner of Raylor, responsible for day-to-day business management of the organization. Raylor was originally designed to fulfill a personal investment need, basing the firm’s guiding principles upon his extensive experience in money manager due diligence, business consulting, and leadership of a $15Bn publicly-traded investment management firm. Raylor provides disciplined, dynamic and distinctive investment solutions for an emermore complex and volatile global capital marketplace.

Previously, Greg served as Executive Vice President & Chief Operating Officer at publicly-traded asset manager John A. Levin & Co., and Managing Director at leading institutional investment consultant, RogersCasey, founded by his father Stephen Rogers. While at RogersCasey, he helped lead the development of the strategic consulting practice that serves global investment managers that included Barclays, Goldman Sachs, Fidelity and Angelo Gordon, supporting projects around the world.

 

Greg is affiliated with a variety of thought leadership organizations as Chairman of the Board for The Ackerman Institute for the Family, and as member of TIGER21, the Family Firm Institute, Collaboration for Family Flourishing, and The Institute for Private Investors. Greg has taught at the IPI Wharton Private Wealth Program, as well as at the University of Connecticut, regarding the subject of perpetuating well-being for families across generations. He has an MBA from New York University’s Stern School and a BA in Economics and Organizational Behavior from Brown University.

G. Scott Budge PhD - Managing Director

Scott blends a breadth of experiences and capabilities in his work with RayLign clients.  He is an expert in the dynamics of wealthy families, having worked directly with hundreds of entrepreneurs, corporate executives and their families.  He has also worked extensively as a developer and educator of wealth advisors, which is the focus of his book, The New Financial Advisor: Wealth Management Strategies for Multi-Generational Clients (John Wiley & Sons). For more information on Scott’s book, please click here.

Prior to joining RayLign, Scott founded two companies focused on delivering internet-based management services to single- and multi-family offices, and financial advisors throughout the US and Canada.  He was a Senior Vice President at SEI Investments where he co-developed their family wealth management unit and participated in several, multi-year strategic projects.  Scott has published several articles, including works on the psychology of investments, family wealth and family businesses, and has served on the editorial board of the Family Business Review.  He has also spoken at numerous industry conferences in the US, Europe, the Caribbean and Latin America.  In addition, Scott was a founder and member of the creative team at Shaking the Tree Foundation, a professional theater group whose productions focus on challenges faced by families of wealth.  Scott is a Fellow at the Family Firm Institute, a founding member of the Money and Family Life Project at the Ackerman Institute for the Family, and holds a PhD in Psychology from New York University.

Irene A. Mays - Administrative Manager

Irene comes to RayLign with over 15 years of experience in a variety of business and administrative roles.  As Administrative Manager, she is responsible for overseeing activities of the organization that support daily business operations, business development and relationship management.  Irene brings a broad set of skills and experiences based on executive office, office management, marketing, client services and human resources responsibilities.  She is also actively involved with not-for-profit initiatives that include Susan G. Komen For the Cure and the Midnight Run Organization.

Kaitlyn Delaney - Administrative Associate 

Kaitlyn joined RayLign in 2009 as an Administrative Associate. She provides day-to-day operational and administrative support for the RayLign professional team, and interacts directly with client families and their advisors. Kaitlyn earned a B.A. in Musical Theater, with a minor in Telecommunications from Indiana University. Prior to her time at RayLign, she ran her own personal business, helping families better organize their household environments and resources. She volunteers for the Children’s Cancer Research Fund and Habitat for Humanity – Women Build.