Barb Quasius, CPA, MBA
Senior Lead Client Advisor
Barb Quasius has a passion for positively impacting both the financial and human capital in her work as a trusted advisor to families for more than 25 years. Quasius joined Meristem in April of 2021 after a long tenure within a multi-generation single family office, serving as CFO and Board Member. During her time there, Barb worked alongside the founder and other executives to establish, grow and sell a global marine and technology operating company portfolio while also providing oversight of traditional and private equity investments.
Recognizing the importance of working across generations, Barb collaborated with the next generation to develop a family office platform for family governance, education, philanthropy, succession, and legacy planning to empower and prepare good stewards for generations to come. This endeavor provided a strong foundation in leading the transition following the CEO Patriarch’s passing and a next generation owner’s passing. Barb’s steady leadership and care in working with all facets of family wealth across generations proved rewarding as the next generation carries forth the family’s legacy.
With her diverse family investment office and wealth management experience, Barb was thrilled to join the Meristem Naples team where she found alignment in values, matched with a comprehensive wealth management platform, to serve families and individuals in achieving their financial, family governance and family legacy goals.
Work Experience
Meristem
Senior Lead Client Advisor, 2021 – present
Windway Capital Corp – A Kohler Family Global Investment Office
Family Office Executive, CFO and Board Member, 1993-2020
Investment oversight of direct, traditional, and alternative investments
Developed and sold a global marine and technology operating company portfolio
Established a family office platform for family governance, education, philanthropy, and legacy planning empowering good stewards for generations to come
Education
Marquette University
MBA, Investing and Entrepreneurship Focus, 2000
Lakeland University
Accounting, International Business and Spanish, Full academic scholar, 1993
Universidad Internacional
Spanish Langage Immersion, 1992
Professional Designations
CPA, 1996