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Charter Board Members
Mission & Vision for the Board
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 almost $2 million to help launch the Center’s activities.
In addition, Board members provide leadership and advice on programming for the business community, professionals, and Merage MBA students. The Board members also help to identify speakers and panelists for various functions that the Center hosts.
The Paul Merage School of Business
Center for Investment and Wealth Management
Charter Board Members
Pam Adams
AG Edwards
Email
Mark Albers
Merrill Lynch
Email
Jim Berens
PAAMCO
Email
Greg Brown
Payden Rygel
Email
Michael Cancelleri
Mont Pelerin Capital
Email
Victoria Collins
The Keller Group
Email
Kelli Cruz
Schwab
Email
Michael Duckworth
D&M Capital Management, Inc.
Email
Lupe Erwin
Wood, Gutmann & Bogart
Email
Robert Evans
Fidelity Investments
Email
Laine Ainsworth
Wealth Management Network
Email
Al Beimfohr
Knightsbridge Asset Management
Email
Steve Borowski
Metropolitan West Asset Management
Email
Matt Brown
Brown & Streza
Email
Nai Fu Chen
The Paul Merage School of Business
Email
Leo Connolly
Sweek Connolly & Company
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John Draper
Wachovia Securities
Email
Kate Eder
The Waltos Group
Email
Shannon Eusey
Beacon Point Advisors
Email
Carla Furuno
City National Bank
Email
Tom Hopper
BNY Mellon
Email
David Jochim
Union Bank of California
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Irving Katz
Business & Estate Planning
Email
Rick Keller
Keller Group Investment Management
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Jim Leese
Ferruzzo & Ferruzzo
Email
Glenn Mehner
D&M Capital Management
Email
Mark Moehlman
Wealth Management Network
Email
Brenda O’Leary
Payden Rygel
Email
Greg Pellizzon
Hollencrest Capital Management
Email
Todd Richey
The Paul Merage School of Business
Email
Tom Rogers
City National Bank
Email
Camille Jayne
Matters at Hand
Email
Dave Jones
Select Portfolio Management
Email
Frank Kavanaugh
Prosperitas
Email
Darcy Kopcho
Capital Research Company
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Chuck Martin
Mont Pelerin Capital
Email
Richard Merage
Falcon Investment Group
Email
Corinne Myer
Sweek Connolly & Company
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Mary Patrick
Prosperitas
Email
Shirley Quackenbush
Merrill Lynch
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Dave Roberson
TRC Financial
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Todd Rustman
GR Capital
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Micahel Schulman
Hollencrest Capital Management
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Mike Silvio
CBIZ
Email
Patricia Soldano
Cymric Family Offices
Email
Bob Waltos
The Waltos Group
Email
Darren Whissen
Select Portfolio Management
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Joe Yurosek
Comerica
Email
Joe Volz
Merrill Lynch
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