Brian Cole

Mr. Cole has 35 years of experience in asset management, where he spent the majority of his time at Equinox Capital Management, LLC and most recently as head of operations for Alternative Capital Advisors. As a founding member of Equinox, he played an integral role in its development and growth, with assets under management in the Large Cap Value product growing from $300 million to $15 billion in 10 years. At Equinox, he served as the Principal, Chief Operating Officer and Director of Trading where he directed and supervised all operational activities associated with the investment management functions of the firm, including trading, portfolio administration and information technology.

Mr. Cole was also a member of a three-person management team whose responsibilities included developing advisory related relationships, and was the primary relationship contact for all institutional clients. With an eye towards efficiency and use of technology, Mr. Cole grew the business while adding just 20 employees during the firm’s assets under management growth phase, and was responsible for overseeing daily pre-open Investment Committee meetings.

Mr. Cole began his career at Arthur Andersen & Co where he was a Senior Auditor, and was Equity Trader at Atalanta/Sosnoff Capital Corporation. Mr. Cole earned a B.S. in accounting from Fordham University in 1983. He is married and has two children.

Kara Kelly

Kara leads financial planning for Westfuller’s comprehensive, mission-aligned wealth and investment advisory services. Kara is a global citizen who started her career in financial services at Citibank followed by leadership roles at Accenture, where she was a Managing Director, and Korn/Ferry where she was a Vice President.

Kara enjoys building and supporting organizations that better her community. Before joining Westfuller, she founded KGK Capital Advisors to provide guidance for those who want to be more financially savvy but did not know where to start. She was also the executive sponsor for Sky’s the Limit, an advisor for Outdoor Afro and a Board Member for Youth Outside.

Kara earned an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia, and a B.A. in Economic and International Relations from Brown University. She has completed courses at Harvard Business School, London School of Economics and UC Berkeley, where she earned her Certified Financial Planning credential. Kara holds the Series 65 license.

Having extensive experience working and living abroad, she is conversational
in French and Italian and her ultimate joy comes from having the time and space to connect with family and friends, learn new cultures, curate playlists, hike and travel.

Mona Williams

Mona Williams is Chief Operating Officer of Bivium Westfuller (BWF), a mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020. As COO—the first position dedicated exclusively to the BWF partnership—she is responsible for institutionalizing the joint venture with an emphasis on operational excellence and execution, process development and implementation, and strategic growth initiatives. Mona reports dually to the respective firms’ leadership, supporting the constituent firms independently as needed.

Before joining BWF, Mona was President of Progress Investment Management Company, a pioneer in multi-manager investment strategies featuring diverse and women-owned firms and funds. During her 19 years with the firm, she worked with many of the country’s largest and most sophisticated public funds, corporations, foundations, endowments, and Taft-Hartley organizations. Prior to serving as President, she held EVP and SVP roles with management, operational, and client-facing responsibilities and oversight. In addition, Mona served on Progress’s Board of Directors, chaired its Management Committee, and was a voting member of the Investment Committee. Her earlier experience includes positions at regional and national investment firms, including Bear Stearns and Merrill Lynch.

Mona currently serves on the Board of East Bay Community Foundation, where she Chairs the Investment Committee. She has been a frequent industry speaker on diversity and inclusion in asset management. Mona received a B.A. from the University of California, Berkeley, and received Series 7 and 63 licenses (inactive).