From Success to Significance & Building Purpose through Family Businesses

Bryce is the founder and Managing Director of the Kenny team, a group of investment professionals that reside within Morgan Stanley’s Private Wealth Management division. Bryce is based in Tampa, Florida however, he and his team work with clients throughout the United States. The Kenny team’s clients are typically high net worth individuals and families. Many are business owners and entrepreneurs or part of a family office. Bryce has been recognized as a top Advisor in the country by several national publications starting in 2012 through present.

Mark spent the first 17 years of his career in public accounting with Arthur Andersen finishing as an audit Partner and the Audit Practice Leader for the two offices that comprise Grant Thornton’s Central Florida practice (Tampa and Orlando). Mark joined ReedTMS Logistics in 2009, a third-party logistics provider founded by his father in 2009.  Mark led ReedTMS Logistics from a $24 million brokerage with 20 full time employees to a full-service asset-based transportation services provider with more than 400 full time employees, and also led the sale of ReedTMS Logistics to Werner Enterprises, a publicly traded, top 5 North American trucking and logistics provider in 2022.  Mark has worked with Werner as a VP-Logistics since leading the integration of ReedTMS Logistics into the operations of Werner Enterprises, and also leading Werner Enterprises in an effort to streamline its back office operations through the integration of its new transportation management system with more efficient processes and third party providers transforming key financial processes, including contract to cash and carrier settlement processes.

With more than 32 years of public accounting and management experience, Mark has extensive expertise working with boards of directors and management teams assisting with financial statement preparation, leveraging technology to streamline and optimize key processes, meeting SEC filing requirements, capital raising, due diligence, mergers and acquisitions, internal controls reviews, and general business advise.  

Barrett has served as a Relationship Manager at the National Christian Foundation for the past five years, where he has facilitated a variety of charitable gifts, including closely held business interests and real estate donations. He works closely with local advisors, including CPAs, financial advisors, estate attorneys, and M&A firms, to provide comprehensive solutions for clients, helping them maximize their charitable impact.

Brian is a dynamic, results-oriented executive who has worked 20+ years at the intersection of strategy, analytics, marketing, and information technology. He most recently served as the president of Eduspire Solutions (an innovative edtech software provider), managing its growth from new startup to a company serving millions of students. After successfully growing that business to scale, he was responsible for the sale of the company to Securly, a premiere provider of edtech solutions, and the integration of Eduspire's software into the Securly product suite.