Investment Advisory Board

 

Harold Cho '91
Vice President, Senior Financial Advisor
Merrill Lynch Wealth Management

Robert DiMella ’89
Executive Managing Director
MacKay Shields, LLC

Kevin A. Edwards, CFA ‘85
Managing Director of Investments,
Carnegie Mellon University

Drew Figdor ‘83
General Partner & Portfolio Manager of Arbitrage
TIG Advisors, LLC

Prof. Chinmoy Ghosh, IAB Co-Chair
Finance Dept. Chair and SMF Director
UConn School of Business

Keith G. LaRose ‘84
Principal and Executive Vice President
Bradley, Foster and Sargent, Inc.

Peter C. Larson ’63
Private Investor (Retired)

Tom Marshella '79
UCONN Adjunct Professor & Mentor
Managing Director - Moody's Investors Service (Retired)

Frank J. Minerva ’81 MBA
Managing Director - Head National Sales Strategy/Management
UBS Financial Services

Ron Desautels, CFA
CFO - MassMutual Federal Credit Union

Shebna Olsen-Shillibeer, CFP
Private Client Advisor & VP of Investments
JP Morgan Wealth Management

David Carney, CFA
Sr. VP and Chief Financial Officer
UConn Foundation

Shahid Farooqi
Managing Director of Investments
UConn Foundation

Carlos J. Rodrigues ‘95
President at Single Family Office

Cengiz Searfoss, IAB Co-Chair
Private Investor with Focus on Financials

Patrick Terrion
Principal
Founders Capital Management

Chris Wilkos, CFA
Chief Investment Officer at Nassau Re (Retired)

Gary Draghi
Chief Investment Officer
City of Hartford Municipal Employees' Retirement Fund

John Gilbert
Executive Vice President, Senior Research Consultant
Bradley, Foster and Sargent, Inc.

Blake Mather
UCONN Adjunct Professor
Managing Director, SEDA Experts

Wiebke Wanner-Borchardt
Founder, W2B Advisors

Rosa Chen, CFA, CPA
Director of Research & Portfolio Manager
Bradley, Foster and Sargent, Inc.