The activities of the College of Business and Economics’ Center for Financial Services (CFS) are supported by the CFS Advisory Board. The board, a select group of successful alumni and friends of the college who are in financial services, provides expertise to strategically guide the mission and direction of the Center. In addition, the board assists the Center’s director with identifying topics, sponsors and speakers for conferences that are hosted by the Center throughout the year. The board is a key resource for the Center’s events, which encompass continuing education, student engagement and networking. The members of the board are instrumental in increasing the visibility of the Center among alumni, prospective students, potential donors, employers, professionals, media and other constituencies.

Advisory Board

Hugo Barth '90
Principal and Senior Portfolio Manager, Prudential Financial

Douglas P. Borkowski '96
Managing Director, Bank of America Merrill Lynch

Seth Finkel '80
Managing Director, Neuberger Berman Wealth Management

Lawrence E. Gore '78
Senior Vice President, Wilmington Trust

Brodi Jackson '98
Co-Founder and Managing Partner, Caerus Ventures

Sandi Klose
Head of Market Development, Thomson Reuters

Labib Mahfouz '91
President and Chief Operating Officer, Axonic Capital

John Melvin '91
Managing Director & Head of Portfilio Management, HIMCO

Chris Milner '87, '89G
President and CEO, The Oakleaf Group

Matthew E. Petrozelli '03
Executive Vice President & Chief Operating Officer, Valley National Group

Jeffrey A. Rutledge '89
Managing Director, Bessemer Trust

Julian Sluyters '82
Global Chief Operating Officer, PineBridge Investments

Richard P. Van Benschoten '87
CFP & Managing Partner, Lenox Advisors