The Board of Advisors of the Robert Day School of Economics and Finance supports the School by providing guidance and direction on important strategic initiatives of the School, by fostering close ties between the School and the corporate, entrepreneurial and public sector communities, and by sponsoring and facilitating internships and jobs placements for students.
Peter Barker '70, P'01 |
Peter Barker was elected Chair of the CMC Board of Trustees in 2002, and has held several key leadership positions, including Chair of the Strategic Planning Steering Committee and Board Affairs Committee, and membership on the Executive and Investment committees. |
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James McElwee '74 P'12 |
James McElwee currently operates as an independent venture capitalist in Northern California with more than 35 years of experience in venture capital and private equity. |
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Gary Birkenbeuel '80 |
He has been a partner at Ernst & Young since 1992. His nearly three decades of experience in public accounting have allowed him to serve multinational, publicly- and privately-held companies engaged in aerospace and defense, entertainment, technology, and media industries. His extensive knowledge of mergers and acquisitions, joint ventures, and accounting and auditing issues have benefited a list of current and former clients including Teledyne Technologies, Lions Gate Entertainment, TicketMaster, Earthlink, USA Studios, Petersen Publishing, PropertyFirst.com, Film Roman, Iwerks Entertainment, and The Los Angeles Dodgers. |
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Baxter Brinkmann P'16 |
J. Baxter Brinkmann is founder and CEO of The Brinkmann Corporation. Since 1975, Mr. Brinkmann has led the development of the Brinkmann companies into some of the more recognizable brands in outdoor consumer products, including cooking, lighting, camping and pet. The Brinkmann Corporation’s subsidiary companies include Malibu Outdoor Lighting and Dallas Manufacturing Company. Mr. Brinkmann is a real estate investor, having holdings in several states. Located in the top growth cities of Frisco and McKinney, just north of Dallas, the 5,500 acre Brinkmann Ranches are home to world champion Quarter Horses, Black Angus and Longhorn Cattle operations and agribusiness. Long active in the community, Mr. Brinkmann has served as a planning and zoning commission chairman, as well as participating in education initiatives at area schools. Mr. Brinkmann currently serves on various boards including the University of Texas MD Anderson Cancer Center in Houston (since 1997), The Greenhill School of Dallas and the Cardiopulmonary Research Science & Technology Institute, Dallas. In addition, he is active in leadership roles in both the Frisco and Dallas Regional Chambers of Commerce. Prior to founding The Brinkmann Corporation, Mr. Brinkmann was a private equity professional and portfolio manager at John M. Hartwell & Company in New York City. |
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Jose Campos '91 |
Jose A. Campos ’91 is a partner in the audit practice of Deloitte & Touche LLP, where he has served large public clients including Health Net, Inc., a managed health care services company based in Woodland Hills, and leads Deloitte’s audit recruiting team’s efforts at Claremont McKenna College. Passionate about matters affecting the Latino community, Campos has been a volunteer member of the Board of Directors of AltaMed Health Services Corporation for more than a decade, a nonprofit, federally-qualified health care center for the underserved in Los Angeles. His interests also focus on recruitment of underrepresented students to the public accounting profession, including outreach efforts to promote greater awareness of the profession and related opportunities. Campos has served as vice president for the Los Angeles Chapter of the Association of Latino Professionals in Finance and Accounting. As a former Inroads intern with Kaiser Permanente, he also helps lead Deloitte’s participation in the Inroads internship program placing talented minority youth in business and industry while preparing them for corporate and community leadership. Campos graduated summa cum laude with a degree in economics-accounting from CMC. |
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Heidi Nelson Cruz ’94 |
Cruz, who graduated Phi Beta Kappa with a B.A. in economics and international relations from CMC in 1994, is a managing director in the Private Wealth Management Group at Goldman Sachs, Texas. She and her two partners work with clients to implement high net worth portfolios across a range of investments and asset classes, including complex derivatives products, private equity, hedge funds, single stock risk management, U.S. and international equities, and fixed income. |
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Nicholas Daifotis ’79 P’17 |
Nicholas Daifotis recently retired as the Managing Director of High Yield Capital Markets at RBC Capital Markets, LLC. Previously, Mr. Daifotis was the head of financial sponsor coverage at Barclays Capital.. |
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Alan Delsman ’68 |
Alan Delsman graduated from Claremont McKenna College with a B.A. in International Relations in 1968 and from the University of Washington with a M.A. in Political Science in 1970. |
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Christopher Dodds P’13 P’15 |
Joining Carlyle Global Financial Services Partners on November 1, 2008, Christopher Dodds is an Operating Executive and Senior Advisor. He is based in San Francisco. |
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Maureen Downey ’93 |
Maureen Downey is a Principal in the Global Secondary team at Pantheon Ventures and focuses on sourcing, analyzing and executing secondary and direct investment opportunities in the private equity sector as well as emerging market investments with an emphasis on Latin America. She has also been responsible for initiating and managing Pantheon's Latin American business development as well as construction and launch of Pantheon's inaugural Global Emerging Markets Fund. |
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Russell Greenberg ’79 P'18 |
Russell J. Greenberg co-founded Altus Capital Partners in 2003 to continue the successful investment strategy of his previous fund, Max Capital Partners. He serves as Managing Partner, utilizing his 25 plus years of experience in private equity and buyout investing with more than 100 buyouts corporate finance and merger transactions with an aggregate value of more than $6 billion. |
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Christopher Harris ’98 |
Chris is an audit partner who joined the firm in 2012 after more than 12 years of experience with PricewaterhouseCoopers, LLP. He has a cumulative total of 16 years of experience in public accounting, during which he provided a variety of assurance services including audits, reviews, agreed upon procedures, and internal control assessments. His industry experience encompasses a broad range of industries including not-for-profit organizations, higher education, health care organizations, and employee benefit plans. |
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Alan Heuberger ’96 |
Mr. Heuberger serves on the Board of Directors for America’s Foundation for Chess, and also serves on investment committees for the College Success Foundation, the UNCF, and The Overlake School, where he also served as a Trustee from 2003 to 2006. He earned the Chartered Financial Analyst (CFA) designation in 1999. |
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Stella Ho '97 |
Stella Ho is a Senior Vice President in Business Management at Moelis & Company. She joined the firm in 2009 and has been in the investment banking industry for over 10 years. From 2004 to 2008, Ms. Ho was a Director and Business Manager for UBS Investment Bank, overseeing operations for the Los Angeles and San Francisco offices as well as the Global Technology Investment Banking Group. Prior to this, she was an Associate Director in the Investment Banking Division at UBS from 2002 to 2004 and a Senior Associate Consultant in the Financial Advisory Services Group at PricewaterhouseCoopers from 1997 to 2000. Ms. Ho holds a B.A. in Economics-Accounting, cum laude from Claremont McKenna College and an M.B.A. from the UCLA Anderson School of Management. |
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Andrew J. Kaiser P'13 |
Andrew Kaiser is chief operating officer of Goldman Sachs Bank USA. Mr. Kaiser is responsible for strategy, business development, private banking, operations and technology. Previously, he was responsible for building and running Private Banking within Private Wealth Management. Mr. Kaiser joined the firm in Mortgage Finance in Fixed Income in 1986. From 1987 to 1996, he was a member of the Financial Institutions Group in the Investment Banking Division (IBD) and was based in both Los Angeles and New York. From 1997 to 2005, Mr. Kaiser was head of the Risk Markets Group, a joint venture of IBD and FICC, responsible for corporate risk securitization and risk management. He was named managing director in 1997 and partner in 2006. Prior to joining the firm, Mr. Kaiser was an associate at Merrill Lynch and an analyst at Becker Paribas. He is a member of the Board of Directors of NatureServe, a nonprofit organization dedicated to providing the scientific basis for effective environmental conservation action. He is also a former co-chairman of the Risk-Linked Securities Sub-Committee of the Bond Market Association. Mr. Kaiser received a BA from Stanford University in 1983. |
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Christine Huk Mann ’87 |
Ms. Mann is a Vice President in Private Wealth Management at Goldman, Sachs & Co in New York. She has 20 years of finance and tax experience. Ms. Mann is part of an eight person team whose clients consist of private company owners, Fortune 500 executives, families with substantial wealth, foundations, and endowments. Ms. Mann’s team leverages the firm’s resources to enhance clients’ ability to grow and protect assets by providing asset allocation and investment implementation, access to external investment managers and trust and estate advisory capabilities. |
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I. Joseph Massoud '89 |
Joseph Massoud is the Managing Partner of Anholt Services (USA), Inc. after joining the company at its inception in 2013. He was previously the CEO of Compass Diversified Holdings (NYSE: CODI) and the Managing Partner of Compass Group Management LLC, the primary investment advisor for the Kattegat Trust, from 1998 to 2012. Mr. Massoud was also a member of CODI’s board of directors. Previously, Mr. Massoud was with a retail heating oil distributor, Petroleum Heat and Power, Inc.; an investment advisor, Colony Capital, Inc.; and a global consulting firm, McKinsey & Co. |
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Susan Matteson-King ’85 P'18 |
Ms. King is a managing director with Allianz Global Investors, which she joined in 2013. As the chief marketing officer in the US, she is responsible for driving the overall US marketing strategy for the institutional and intermediary channels. Ms. King is also responsible for leading initiatives that broaden the strategic reach of the Allianz Global Investors brand and is a member of the US Executive Committee. She has 29 years of investment-industry experience. Ms. King was previously the global head of marketing for Morgan Stanley Investment Management. In addition, she worked at Legg Mason and its predecessor, Citigroup Asset Management as head of marketing for US Distribution, at Alliance in several marketing- and product-focused roles; and as an investment banker at Paine Webber in New York and Hong Kong. Ms. King received a B.A. in economics from Claremont McKenna College in 1985 and has been serving as CMCAA President-elect, Chairman of the Nominating Committee since July 2013. |
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Therese Mrozek P’15 |
Ms. Therese A. Mrozek, J.D. is a Partner, the Chief Operating Officer, and the Chief Compliance Officer at Weston Presidio. She joined the firm in January 2001. Ms. Mrozek is primarily responsible for managing the execution of the firm’s strategic objectives and daily administrative functions. She manages the due diligence and legal processes with respect to the Firm investments and liquidity events. |
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Thomas Neff ’76 |
Mr. Neff is the Founder, Chairman, and Chief Executive Officer for FibroGen, Inc. |
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John R. Shrewsberry '87 |
Senior Executive Vice President John Shrewsberry is the chief financial officer responsible for Wells Fargo’s financial management functions including controllers, financial reporting, tax management, asset-liability management, treasury, corporate development and investor relations. Mr. Shrewsberry is also responsible for Wells Fargo’s investment portfolios as well as the company’s corporate properties functions and strategic planning. He serves on the Wells Fargo Operating, Management, and Market Risk Committees and is based in San Francisco. |
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Robert Thomas ’99 |
Mr. Robert Thomas serves as the Chief Investment Officer for the George Kaiser Family Foundation. Mr. Thomas is responsible for the financial administration and management of its $4 billion investment portfolio. For the previous 10 years, he served as a Portfolio Manager for the Bill Gates Investment Office, otherwise known as Cascade Investment, which invests the personal assets of Mr. Gates as well as the assets of the Bill & Melinda Gates Foundation. In his capacity working for Bill Gates Investment, he held several different Portfolio Manager positions, with the most recent responsibility being oversight of all externally managed fund relationships (public and private). Previous areas of responsibility have included energy/commodities, fixed income, currencies and general public and private equity analysis. |
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Julius Wang P’14 P’15 |
Mr. Wang is the Head of Samena Asia Managers. Prior to joining Samena Capital, he was a Managing Director with Vision Investment Management in charge of the firm’s Hedge Fund Seeding Group. He has 18 years of experience in the investment management industry. Prior to Vision, Mr. Wang started and ran the Asian investment operations for a US based multi-strategy fund, and before that, managed a multi-billion, multi-strategy portfolio of hedge funds for a prominent family office in Hong Kong. Mr. Wang has 7 years of private equity experience investing and operating companies throughout Greater China. He has been a Managing Director of three companies encompassing consumer and industrial products where he led restructurings. Mr. Wang began his career with IBM and later joined the Boston Consulting Group. He graduated from the University of New Hampshire with a Bachelor's degree in Economics and received his MBA from the Harvard Business School. |