Board of Directors
Bill Kennedy co-founded RiskBridge Advisors, an Outsourced Chief Investment Officer (OCIO) firm providing tailored investment management and unconflicted guidance and implementation to endowments & foundations, insurers, family offices, and their principals.
Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 20 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds. Lisa earned her Certified Financial Planner (CFP®) […]
Peter A. Gold, Esquire is the founder and president of TheGoldGroup, LLC [www.thegoldgrp.com]. Since 2007, the consultancy has brought businesses, universities, governments and not-for-profits together to create value, seize new opportunities, leverage assets, meet new challenges and reduce exposure to the risks created by today’s global economy.
Michael Veloric has served as the president of Veloric Asset Management since 1997. He holds an MBA in health care administration from Temple University and a bachelor’s degree in economics from Drew University. He has long been an active member of his community, serving on boards of directors of a variety of organizations, including the […]
Dana Peterson is the Chief Economist & Center Leader of Economy, Strategy & Finance at The Conference Board. Peterson joins The Conference Board from Citi, where for many years she served as a North America Economist and later as a Global Economist. Her wealth of experience extends to the public sector, having also worked at […]
Kathleen Stephansen is GIC Chair Emeritus, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds. She is the former Chief Economist of Huawei Technologies, Chief Economist of the American International Group (AIG) and AIG Asset Management’s Senior Strategist and Global Head of Sovereign Research. Prior to joining AIG in 2010, Kathleen was Chief […]
Manuel Balmaseda is the chief economist at CEMEX, a leading global building materials corporation. Previously he served as chief economist for Spain and Europe at BBVA, chief economist for Capital Markets at BBV, professor of economics at CEMFI and visiting researcher at the Federal Reserve Bank in Minneapolis.
Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms.
Mary Graham Davis founded the Davis Consulting Group LLC in 1996 to focus on the implementation of strategy through effective organization structure: the alignment of business units with the strategy, business unit mobilization and performance management to achieve annual operating plan objectives, and senior leadership coaching. Post-merger integration and strategic directional change are special areas […]
Mr. Sean Heberling, CFA is President of Marion Street Capital, a boutique investment firm. He is a Director at the CFA Society of Philadelphia, a member Society of the CFA Institute, the preeminent organization for Finance professionals.
Dr. Ali A. Houshmand became Rowan University’s seventh president in 2012 after serving for approximately six years as provost/senior vice president, CEO and interim president. Houshmand is a dynamic leader whose personal connection with students, employees, alumni, government leaders, the business community and the public has become a hallmark of his presidency.
Paul Horne is an active independent international market economist since retiring as a managing director and European equity market economist at Salomon Smith Barney/Citigroup in London.
David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania.
Benjamin has over 20 years of professional experience in Latin America, from governmental roles to entrepreneurial ventures and finance. He is a founding partner of Afina International and also serves as Honorary Consul of Chile in Philadelphia.
Vibhas Madan is the Senior Associate Dean-Academic Programs at the LeBow College of Business at Drexel University.
William (Bill) McLaughlin is president of McLaughlin & Morgan, Inc., a growth strategies company that assists American firms entering Europe via Ireland, and/or Irish companies entering the U.S.
A leading authority on China’s economy and financial system, Leland Miller is the co-founder and CEO of China Beige Book, the world’s leading data analytics firm focused on China, as well as operator of the largest proprietary data-collection network and private database ever developed to track the Chinese economy.
Mr. Rissmiller is a founding Partner of Strategas and has directed the Firm’s macroeconomic research efforts since 2006. He oversees Strategas’ thematic research as well as high-frequency econometric forecasting. Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked […]
George Tsetsekos is dean emeritus and the Francis Professor of Finance at Drexel University’s LeBow College of Business.
Holly Wade is the executive director of the NFIB Research Center, where she has 17 years of experience conducting original research on the small business sector focusing on small business economic conditions, business operations, and public policy issues impacting small firms. She produces NFIB’s monthly Small Business Economic Trends publication, the Covid-19 Small Business survey […]
Maryanne Waldman is a First Vice President – Financial Advisor for RBC Wealth Management/Consulting Group and has been in the financial services sector serving private clients for over 30 years. Prior to her current position, Maryanne was a Vice President at Morgan Stanley Wealth Management.
Ms. Lexi Weldon is an Executive Vice President of Bronze Buffalo Club Companies where she is tasked with overseeing many of the companies privately held ranch, resort, & membership operations. Before joining the Bronze Buffalo Companies Team, Lexi was the Founder & CEO of Weldon Adjusting, a boutique insurance adjusting firm that operates successfully throughout […]
Federal Reserve Bank of Atlanta
WBD Investment Group
Element Capital Management
Central Park Conservancy
National Federation of Independent Business (NFIB)
The Bronze Buffalo Club
The Liscio Report
Federal Reserve Bank of St. Louis
Federal Reserve Board of Governors Community Advisory Council
Monetary Policy Committee of the Bank of England
San Diego County Employees Retirement Association
Federal Reserve Bank of Chicago
Federal Reserve Bank of Chicago
Federal Reserve Bank of Dallas
*Executive Committee Member