Advisory Board

Wayne Archambo M’83, CEO, Monarch Partners Asset Management LLC

Karen Chandor M’74, Director, CIO Outsourcing, Hammond Associates

Stephen Cutler M’61, President, Portfolio Manager & Managing Principal, Essex Investment Management Company, LLC

Chip Dickson ’74 M’76, CFA, Director of Research and Strategist, DISCERN

Bruce Herring ’87, Chief Investment Officer, Global Asset Allocation, Fidelity Investments

Rebekah Irion ’05, AVP - Training Specialist, Moody's Investors Service

Carleton (Carl) F. Kilmer M’69, Partner, Accenture (Retired)

Kathryn D. Karlic ’76, CFA, Group Vice President, M&T Bank

Harold Kotler ’65, Partner, CEO, CIO, Gannett, Welsh & Kotler (GW&K Investment Management)

David Lamere ’82, President, Private Wealth Management, Asset Management, Fidelity Investments

Jeff Mortimer ’86, Director, Investment Strategy, BNY Mellon Wealth Management

Jason Orlosky ’04, Vice President and Portfolio Manager, Barclays Wealth Management

Annabelle Reid M’86, Founder, FoxMoor Capital

Rick Spillane, Lecturer, Babson College; former DOR, U.S. Equity Research, Fidelity Investments

David Thompson M’71, Managing Director, Highmount Capital

Jurrien Timmer ’85, Director of Global Macro & Portfolio Manager, Fidelity Investments

Catherine Friend White M’86, Founder, Finarc, LLC (Chairperson)