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Charter Board Members

 

Mission & Vision for the Board

 
The Center has assembled an impressive advisory board with over 50 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 exptremely grateful,
  • Topical and best praactice publications and case studies,
  • Programming for women and ulta-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. 

 

The Paul Merage School of Business
Center for Investment and Wealth Management
Charter Board Members

 

Founding Sponsor
PAAMCO – Jane Buchan

Founding Director
Fort Ashford Funds - Frank Kavanaugh
Mont Pelerin Capital – Chuck Martin, Mike Cancelleri
Schwab Institutional - Brad Losson

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, Shaun Skeris
Beacon Pointe Advisors – Shannon Eusey
Brown & Streza, LLP – Matt Brown
Burnham Gibson Financial Group/AXA Advisors – Darin Gibson ’99, CFP, Mark Rooney
CalCPA Orange County/Long Beach Chapter – Jeff Lenning & Kevin Hartley
  The Capital Group Companies– 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 Mehner Private Wealth Advisors – Michael Duckworth, Glenn Mehner
Ferruzzo & Ferruzzo – Jim Ferruzzo, Jim Leese
Fidelity Investments – Tim Stinson
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
Iwamoto Kong Wealth Management Group – Mark Iwamoto, Harmon Kong
K&L Gates LLP – Stephen Freeman
Knightsbridge Asset Management – Chad Neault
Lord Abbett – Sarah Lyons
Matters at Hand – Camille Jayne
Merrill Lynch – Joseph Volz
MIG Capital – Richard Merage
Morgan Advisory Group – Brad Morgan
Nuveen Investments, LLC – Jeffrey Carlin
Optivest, Inc. – Mark Van Mourick, Leslie Calhoun
Payden & Rygel – Greg Brown, Brenda O’Leary
RS Crum, Inc. – Jon Theriault, Mark Rylance
Succession Capital – Julian Movsesian
TRC Financial/The Roberson Company – Dave Roberson
Vertical Advisors, LLP – Peter DeGregori
The Waltos Group of Northwestern Mutual – Robert J. Waltos, Jr., Tyler Terry
Miles Healey
Wealth Management Group – David George
Wealth Management Network – Mark Moehlman, Laine Ainsworth
WilsonMorgan LLP – Gary Polich, Jayson Morgan
Wood Gutmann & Bogart Insurance – Lupe Erwin

Sustaining Member
SageView Advisory Group – Steve Henningson, Randy Long
Bank of the West –Mary Borg, Ed Mora
U.S. Bank – Michael Denzinger, Charles Black

 

For information on board membership and benefits, please contact Liz Dahl, Associate Director of Development at dahle@uci.edu or 949.824.3066


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