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Our Team: Wilson Holding Company

Endowment Fund Association (EFA)
Telephone: (305) 677-3327
Fax: (480) 772-4041

328 Crandon Blvd Suite#223
Key Biscayne, Florida 33149

About-Us_OrencosWest Coast Office
3300 NW 185th Ave Suite #108
Portland, OR 97229

sao-paulo-4South American Office
395 Rua Mossamedes Tatuapé
Sao Paulo, Brazil

Articles & Whitepapers

We provide free articles, whitepapers, videos and endowment fund CIO interviews to help you keep up with industry best practices, trends, and investment models to emulate.

Endowment Fund Benchmarking

We are collecting responses for our endowment fund management benchmarking survey to share best practices and identify trends among peers.

Endowment 500 Rankings

Rankings and In-Depth Profiles on the top 500 endowment funds and areas of investment focus. This data is updated each quarter by our Wilson Data and deal origination team.

Association Membership

The Endowment Fund Association (EFA) is a global community of endowment fund portfolio managers and CIOs and those that provide services and investment solutions.

Meet Our Team

Richard C. Wilson

CEO & Founder

Richard C. Wilson founded the Endowment Fund Association (EFA) and is CEO of Richard Wilson Capital Partners, LLC where he works with alternative investment funds and institutional investors daily.  He has worked with alternative investment firms, institutional investors and capital raising for over 7 years and has provided consulting advice and services to over 1,600 firms during that time.  Richard is a bestselling author of The Hedge Fund Book: A Training Manual for Professionals & Capital-Raising Executives and The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance Series).

Richard has spoken over 50 times in 15+ countries around the world, and these travels and resulting relationships have led him to share stages with prime ministers, dinner with a prince, and a wedding ceremony for a royal family in Europe.  He recently chaired a full-day 300 person conference in Zurich and acted as Opening Day Chairman for GAIM International, the alternative investment industry’s largest and oldest conference in Monaco. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department.

Rafael Tassini

Endowment Fund Research Associate

Rafael Tassini is one of our Endowment Fund Research Associates.  Rafael has been conducting research for the Endowment Fund Association and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.

Rafael is always creating and researching new areas of the endowment fund industry.  Rafael holds a Bachelor’s Degree in International Business and Business from Universidade Paulista.

Charles B. Wilson

Resource Development Specialist

Charles B. Wilson helps develop many of the Endowment Fund Association’s resources from audio interviews to training materials and video content.  Charles helps produce and edit training videos, video recordings of team member speeches at conferences, audio interviews and other multimedia resources.  Charles has spent time recently helping us produce new training resources and improving the overall experience at

Charles has extensive training in audio and video production.  He graduated Cum Laude from Portland State University.

Jennifer Velasquez

Family Office Solutions

Jennifer Velasquez serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Jennifer will most likely be one of the contacts at the Family Office Club for any charter membership related questions, where she works hard to constantly improve the client experience, and maintain our high-quality standards.

Jennifer joined our team with an extensive background in customer service for pensions and real estate closings. She gained her Bachelors degree from Florida International University  in Political Science and a minor International Relations

Angela Malone

Endowment Fund Research Associate

Angela Malone is one of our Endowment Fund Association Research Associates.  Her primary responsibility is researching endowment funds, industry statistics and trends.  Angela is in charge of producing and distributing our print materials and newsletters.  She also assists in the marketing and promotion of our endowment fund workshops and events.

Angela joins the Endowment Fund Association after a career as the Communications & Charitable Giving Specialist at Leupold & Stevens, Inc.

Adriana Albuquerque

Client Services Specialist

Adriana Albuquerque is responsible for assisting our Endowment Fund Association clients and helps with on-site coordination of our workshops and events.  Adriana works to assure that our clients are satisfied and that we are always finding new ways to deliver value.  She also assists Rafael with his ongoing research on the private equity industry.  Adriana obtained her Bacherlor’s Degree from Harvard University.

Daphny Obregon

Family Office Databases Director

Daphny serves as Director of Family Office Databases and Family Office Solutions Membership Representative for the Family Office Club. His 15-years background in business, training, leadership, management, and development expand multiple arenas. Daphny will likely be your point of contact for any Charter membership registration or information.

Daphny serves as a liaison for Charter members and Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance Training Society and Business Training Institute.

Andres Ospina

Family Office Solutions

Andres Ospina serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Andres will be one of your contacts at the Family Office Club for any charter membership related questions, where he works hard to constantly improve the client experience, and maintain our high-quality standards.

Andres joined our team with an extensive background in conference and membership sales. He gained his Bachelors degree from Bridgeport University in Business Management.




Wilson Holding Company