The Center for Investment and Wealth Management    


Charter Board Members

 

Mission & Vision for the Board

 
The Center has assembled an impressive advisory board with over 60 professionals from the investment and wealth management communities who provide integral advice, direction and financial support for the Center’s activities. With their guidance and efforts we have developed and delivered an array of activities including:

 

  • Investment management and the wealth management career paths in the MBA program,
  • Financial literacy programming for underserved and economically disadvantaged youth,
  • Community programs offered both for the general public and for industry professionals,
  • Fellowship support for which we are extremely grateful,
  • Topical and best practice publications and case studies,
  • Programming for women and ultra-high net worth families, and
  • Activities planned for the next phase of the development of the Center

 

The overall purpose of the Board is to provide input and advice to faculty leaders of the Center with the goal of connecting the Wealth management community and the academic community. The synergies and research produced will then be used to  better serve students, professionals and the community at large with relation to the important topics related to wealth management.  The Center has received an excellent financial and volunteer response from the professional community. Charter Member companies and individuals have pledged over $2.5 million to help launch the Center’s activities. 

 



Charter Board Members 

 

Founding Sponsor
PAAMCO – Jane Buchan, Jim Berens*
Schwab Institutional - Shawnette Gauer, Brad Losson*

Founding Director
Frank Kavanaugh
Mont Pelerin Capital – Chuck Martin, Mike Cancelleri*

Founding Associate
Nai-fu Chen, Professor

Founding Friend
BNY Mellon Wealth Management – Andrew Low, Mike Silane*
Aristotle Capital Management – Steve Borowski*

Founding Member
Pamela M. Adams ‘98, CFP®*
Anfield Group, LLC – David Young ‘90*
Beacon Pointe Advisors – Shannon Eusey*
Beacon Pointe Wealth Advisors / Newport Beach - Mark Moehlman, Laine Ainsworth*
Brown & Streza, LLP – Matt Brown*
Buckingham  – David George*
Burnham Gibson Financial Group / AXA Advisors – Darin Gibson ’99, CFP, Mark Rooney*
CalCPA Orange County/Long Beach Chapter – Monica Rebella, Karen Connair*
Capital Research & Management Company – Darcy Kopcho ‘80
CBIZ – Michael Silvio
City National Bank – Carla Furuno, Adam Ratner*
Comerica Bank – Melissa Pollard
Corinne Myre and Associates – Corinne L. Myre
Duckworth Wealth Advisors – Michael Duckworth, Kara Duckworth*
Ferruzzo & Ferruzzo – Jim Ferruzzo, Jim Leese*
Fidelity Investments – Barbara J. Parshall, Catherine Williams, Angie Popek*
First American Trust – Kimberly Dwan Bernatz, Bill Lugaro*
First Foundation Advisors – Rick Keller, Victoria Collins*
GenSpring Family Offices – Patricia M. Soldano*
GR Capital Asset Management – Todd Rustman
Hollencrest Capital Management – Michael Ashley Schulman, CFA, Greg Pellizzon
Index Fund Advisors – Mark Hebner ‘89*
Inspired Financial – Evelyn Zohlen, Mark Prendergast*
Irving R. Katz & Associates – Irving Katz
apriem Advisors – Mark Iwamoto, Harmon Kong*
K&L Gates LLP – Stephen Freeman*
Knightsbridge Asset Management – Chad Neault
Lord Abbett
Marcum LLP - Gary Polich, Jayson Morgan*
Matters at Hand – Camille Jayne
Merrill Lynch – Joseph Volz
MIG Capital – Richard Merage
Morgan Advisory Group – Brad Morgan*
Nuveen Investments, LLC – Jeffrey Carlin*
Payden & Rygel – Greg Brown, Brenda O’Leary*
RS Crum, Inc. – Jon Theriault, Mark Rylance*
Vertical Advisors, LLP – Peter DeGregori*
Wood Gutmann & Bogart Insurance – Lupe Erwin*
 
Members
SageView Advisory Group - Steve Henningson*
Bank of the West - Ed Mora, Glenn Hamburger*
U.S. Bank - Michael Denzinger, John Knodle*
Paul Hastings - Douglas Schaaf, Erika Mayshar*
Hotchkis & Wiley - Patrick Meegan, Mark Hudoff*
Canterbury Consulting - Bob Cluck, JD Montgomery, Chad Bollenbach*
Kinetic Capital Resources - Andrew Jensen*
JP Morgan Private Bank - Ethan Morgan, Timothy Henderson*
Kairos Investment Management, LLC - Carl Chang, Jonathan Needell*
Rimrock Capital Management, LLC - Paul C. Westhead, Scott Dubchansky*
Affinity Investment Advisors, Greg Lai, Jeff Randolph*
Charles Fish Investments, Susan Munson, Betsy C. Shelton*
Fidelity Investments, Darci Toumberlin*
Fidelity Investments, Dawn Rapoport*
 
 

*Denotes Current and Supporting Member

 

For information on board membership and benefits, please contact Lee Anne Maki lmaki@uci.edu or 949.824.2675