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 Management & Research
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, Institutional Investment Management, Wilmington Trust (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
Jason Orlosky ’04, Vice President and Portfolio Manager, Barclays Wealth Management
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)