The Alumni Board is a group of Owen’s most committed alumni. Board members serve the community through promotion of, and support for the school’s strategic priorities and initiatives. Their role is to both strengthen connections within the Alumni community at-large, and to partner with Owen in ensuring the school’s long-term growth and success.
A Letter from Erika Bogar King, MBA 1999
Chair, Owen Alumni Board
Dear Alumni and friends of Owen,
As Alumni Board President, I believe I speak for all of us when I say that we are thrilled to have the opportunity to serve the school's leadership, its faculty, its students, and its alumni. Outside of our formal meetings, we are constantly engaged in recruiting students, engaging in classroom participation, placing MBA candidates, and maintaining connections with our fellow alumni. To every person associated with our school: remember that your membership in the Owen family is for life. Each of us hopes that you will feel more than welcome to reach out to us for help, information, advice, or support when you need it.
Erika Bogar King (Chair)
Vanderbilt MBA 1999
Senior VP Human Resources North America, Avanade
Erika has twenty years of industry and consulting experience in human resources, change, merger integration, talent management, and compensation. Erika joined Deloitte after attending Owen, and most recently led Performance Management, focusing on providing best practices, standards and tools, performance programs and effectiveness measures to all Deloitte U.S. firms, including Audit, Tax, Financial Advisory and Consulting. Over the prior five years, Erika was the Lead Talent Director for Deloitte Consulting LLP, a $4 billion management consultancy with over 15,000 practitioners in the U.S., Mexico and India. Prior to joining Deloitte's internal Talent organization, Erika was a management consultant for Deloitte Consulting's Human Capital practice. Erika earned a BBA in International Business from James Madison University and a MBA in Human Resources and Organization Management from Owen. Erika is Board Member for Quality Care for Children, a non-profit focused on early care and education for Georgia's children. Erika, her husband Rogers (MBA '99), and her two sons reside in Atlanta, Georgia..
Vanderbilt BA 1980/EMBA 1989
Senior VP and Principal, Corporate Communications
Dru Anderson is Senior Vice President and Principal at Corporate Communications, headquartered in Nashville, Tennessee, and one of the oldest and largest independent investor relations firms in the country. Since its founding in 1975, Corporate Communications has worked with over 500 public companies to help them effectively communicate with the financial community, investors, analysts, Board of Directors, customers and other constituents. Previously, Dru worked for J.C. Bradford & Co., a regional investment firm acquired by UBS Paine Webber. Dru has been an active community volunteer serving as a member of the boards of Hands on Nashville, a non-profit volunteer organization, the Boulevard Bolt, a race to benefit Nashville’s homeless, and the vestry and executive committee of St. George’s Episcopal Church. She holds a BA in Economics and MBA from Vanderbilt University.
Vanderbilt MBA 2004
Managing Director, Reva Capital
Andrew Bogle is currently the Managing director at Reva Capital, a boutique investment bank in New York City. Before Reva Capital, Andrew was the Chapter Director for the New York chapter for Kierestu forum - and investment community organized around private equity funding for mutual benefit. Prior to this role, Mr. Bogle worked at Gerstein Fisher as a member of the client advisory team with a focus on institutional business development, primarily working with corporations, non-profits, foundations and endowments. Previously, he worked at the Robin Hood Foundation from 2006-2010 where his primary role was to analyze hedge fund performance of Robin Hood donors. Before joining Robin Hood, Mr. Bogle was an Associate in Private Wealth Management at Morgan Stanley from 2004-2006. During his tenure he traded options and equities for clients and evaluated alternative investments and equity strategies. Prior to that, he was an Account Executive at Telemet America, a provider of financial information whose client base was predominantly buy side institutions. Mr. Bogle serves on the Board of Trustees of the Kent School, where he is a member of the Investment and Finance Committees. He served as a member of the Alumni Board of Directors at Connecticut College in 2004. He received a B.A. in economics from Connecticut College and an M.B.A. in finance from Vanderbilt University in 2004.
Vanderbilt MBA 2010
Board Co-Chair, Gateway Public Schools
Sapna Boze is the Board Co-Chair of Gateway Public Schools, a chartered school system that provides a college preparatory education to a diverse group of middle school and high school students in San Francisco. She is fulfilling her passion to help provide exceptional education and nurturing environments to students with diverse backgrounds and needs. Sapna also helps with event planning and fundraising for the Boys & Girls Club of San Francisco and Reading Partners Bay Area, and in the past served on the Advisory Board for KIPP Bay Area and the Council for the Bay Area Discovery Museum. Prior to focusing full time on the nonprofit sector, Sapna was in Corporate Finance at Autodesk, and prior to that at Cisco Systems. Sapna earned her B.S. in Managerial Economics from the University of California at Davis and her MBA in finance and strategy from Vanderbilt’s Owen Graduate School of Management. She currently resides in San Francisco with her husband, Brandon (Vanderbilt B.E. ’02), and their two daughters.
Vanderbilt MBA 2005
Co-Founder and Managing Member, Irish Twins Enterprises
Bob is co-founder and Managing Member of a boutique development firm specializing in the bridal industry. He oversees the development of concepts and serves as the financial manager and expansion specialist for the stores, which are currently located in the Western United States. He also works as an independent consultant within the restructuring and turnaround space. Prior to becoming an entrepreneur, Bob accumulated over a decade of experience in the restructuring and turnaround sector, leading multiple projects in the automotive industry, consulting on mergers and acquisitions in the metals industry, and bankruptcy accounting in the airline industry. Bob also spent 8 years with International Paper in Memphis, TN. During his tenure there, he held a variety of roles in strategy, finance, and process redesign. Bob earned his B.A. in Finance from the Mendoza College of Business at the University of Notre Dame in 1998 and his Executive MBA from the Owen Graduate School of Management at Vanderbilt University in 2005. He resides with his wife, Wendy, and son, Case, in Oakland, CA. In his spare time and enjoys coaching and supporting his son's athletic pursuits..
Vanderbilt EMBA 1988
Managing Partner, Mary Cohron & Associates
Mary Cohron is the Managing Partner of Mary Cohron & Associates, a business management consultancy. She served as the President, Chief Executive Officer and Director of Citizens First Bank and Citizens First Corporation (NASDAQ: CZFC) from June 1998 to April 2009. She also served on the Board of Directors of Trans Financial Bank and Trans Financial Inc. (NASDQ: TRIFI) from 1979 to 1998. Her extensive community involvement includes serving on the boards of the Bowling Green City Schools, the Kentucky School Boards Association, the Bowling Green Area Chamber of Commerce, United Way, the WKU Foundation and the Warren County Downtown Economic Development Authority. Mary received her Executive MBA from Vanderbilt University's Owen Graduate School of Management in 1988. She resides in Bowling Green, Kentucky.
Vanderbilt MBA 1991
Chief Executive Officer, RetailMeNot
Cotter Cunningham is the founder, president and CEO of RetailMeNot, Inc., the world's largest online coupon and deals marketplace. Founded in 2009, RetailMeNot, Inc. has 370 employees with offices in the United States, United Kingdom, Germany, France and the Netherlands. In 2012, the company facilitated an estimated $2.4 billion in merchant sales. RetailMeNot's portfolio includes RetailMeNot.com and VoucherCodes.co.uk – the largest online coupon sites in the United States and United Kingdom, respectively. The company has raised approximately $300 million from investors including Austin Ventures, Norwest Venture Partners, Adams Street Partners, Institutional Venture Partners, JP Morgan and Google Ventures. In July 2013, RetailMeNot went public and is listed on the NASDAQ stock exchange under the ticker symbol, "SALE." Prior to RetailMeNot, Cotter was the COO of Bankrate Inc. (NYSE: RATE) for seven years, taking the company public and growing its revenues eight-fold. Cotter also was an executive with interactive agency VML and H&R Block, where he worked primarily with its CompuServe subsidiary. He wrote the book Your Financial Action Plan: 12 Simple Steps to Achieve Money Success. He has an MBA from Vanderbilt University and lives in Austin, Texas.
Paul H. Eidbo
Vanderbilt MBA 1996
President, Piedmont Lube Centers LLC
Paul is the president of Piedmont Lube Centers LLC, an Atlanta company that develops, owns and operates Castrol Premium Lube Express oil change and auto repair facilities. Paul started the business in 2004 with the purchase of his first location, and has since grown the business to include locations throughout Metro Atlanta. Paul is a graduate of Southern Methodist University, where he received his BA in history, and earned his MBA from Vanderbilt University. Paul and his wife, Kathleen, live in Atlanta with their three young sons.
Co-Founder and Managing Partner, CeLLar D Wines
Robert Frutchey, CPA
CFO, Cowan Benefit Services, Inc.
Vanderbilt MBA 2012
Organizational Effectiveness Consultant, Slalom Consulting
Aaron has over 11 years of experience spanning financial services companies, non-profit organizations and consulting firms. He began his career at Ameriprise Financial and Merrill Lynch in wealth management, training, and technology management roles before becoming the director of strategic initiatives for Ascend, a New York-based non-profit organization that develops pan-Asian business leaders throughout the United States and Canada. During and after graduating from Owen, Aaron was a Relationship Manager at Credit Suisse where he focused on the private banking needs of ultra-high net worth individuals and families. He then joined Deloitte Consulting LLP as a Senior Consultant in their Human Capital practice, where he delivered training and development, change management, and learning projects for corporate and public sector clients across the US, Canada, and Latin America. Aaron currently works in the Organizational Effectiveness practice at Slalom Consulting and focuses on projects related to talent acquisition and talent development strategies.He received his BA in International Business from the University of Puget Sound in Tacoma, WA and his MBA in Human and Organizational Performance, Strategy and Finance from Vanderbilt University’s Owen Graduate School of Management in 2012. While at Owen, Aaron was the recipient of an Owen Merit Scholarship and the 2012 Owen Service Award. He has spent the past three years as a member of the Owen Alumni Council and was nominated for the 2015 Distinguished Alumni Award. Aaron lives in his hometown of San Francisco, CA with his girlfriend and adopted three-legged dog.
Vanderbilt BS 2008/MSF 2009
Principal, Old Ivy Capital Partners
Ted Griffith is a Principal at Old Ivy Capital Partners, a private equity and merchant banking firm working with family offices and high net worth individuals. His experience includes financial modeling, operations analysis, due diligence, and business development. Ted actively volunteers in the community and is currently board treasurer for the Atlanta Families Awards for Excellence in Education, the co-chair of Hedge Funds Care | Help For Children Southeast, chair of the PDC Cup tournament, which raises money for A+ Squash, and the president of the Lawrenceville Club of Atlanta. Ted received a B.S. in Economics from Vanderbilt University and an M.S. in Finance from the Owen Graduate School of Management at Vanderbilt University.
Vanderbilt MBA 1999
CEO, Utiliflex LLC
Joe Gordon is co-founder and CEO of Utiliflex, a provider of consumer-oriented prepayment services for the utility industry. Utiliflex currently operates in 15 countries across four continents. Joe has over 15 years’ experience in the energy industry with a deep understanding of both wholesale and retail electric and natural gas markets. Prior to founding Utiliflex, he worked in business development roles for Enron Capital & Trade and Cinergy Marketing & Trading in Houston. Joe received his BS from the University of Alabama, Birmingham, and his MBA from the Owen School of Management at Vanderbilt University. Joe and his wife Shannon live in Chattanooga, TN with their two sons.
John D. Hawkins
Vanderbilt MBA 1992
Principal, The Sterling Group
John joined The Sterling Group, a private equity investment firm, following his graduation from Owen in 1992. At Sterling, he is responsible for sourcing and executing acquisitions and the oversight of portfolio companies. John currently serves as chairman of the board of Saxco International and on the boards of B&G Crane and Liqui-Box Corporation. He was previously on the professional staff of Arthur Andersen & Co. In addition, he currently serves as the chair of the board of St. Paul's Methodist Foundation of Houston and on the board of the Institute for Spirituality and Health in the Texas Medical Center. John received a B.S.B.A. in accounting from the University of Tennessee and an M.B.A. with honors from the Owen Graduate School of Management at Vanderbilt University. He currently resides in Houston, TX with his wife Renee and two children, Jack and Anna Grace.
Eric Van Heyst
Vanderbilt MBA 1996
CFO, BMC Software MSM Division
Brad is a Vice President of Finance at BMC Software and currently leading company-wide efforts to move the company from a Public setting to a Private setting. Previously Brad held a Division CFO role where he managed approx. 65% of BMC's Operating Profit and Cash Flow for the multi-billion dollar software company with global operations. His efforts have been influential during the strategic due diligence process and decision to move to a private setting while managing profitability to a record 60%+ operating margins and growing the top line through organic market based strategies and inorganic M&A efforts. Brad has also led the Enterprise Risk Management efforts for Microsoft and its Board of Directors prior to joining BMC in a similar leadership capacity. In recognition of his efforts and innovation in the emerging discipline of Enterprise Risk Management, Brad was recognized as one the Top 100 Finance professionals in 2008. Prior to joining Microsoft, Brad honed his finance and strategy skills while consulting for Global 2000 clients such as HP / Compaq and Valero / Diamond Shamrock during their merger integration efforts and Cisco Systems, Delta Air Lines, Sara Lee Corp. and many other well know brand name companies in various strategic and financial engagements. Outside of his professional pursuits Brad spends the majority of his time with his wife Brenda and their four children Jacob (15), Clark (13), Lela (9), and Ava (7). Jewett holds an MBA from Vanderbilt Business School and a BBA from The University of Texas Austin.
Vanderbilt MBA 2005
Portfolio Manager, Sagebrush Investment Partnership
Vanderbilt BE 1993 / MBA 1999
Vice President, Goldman Sachs & Co.
Jim is a Vice President at Goldman Sachs & Co. in their Private Wealth Management group. Jim joined Goldman Sachs after receiving his MBA from Vanderbilt University's Owen Graduate School of Management in 1999. Prior to attending Owen, Jim served as a Project Manager and Electrical Design Engineer in the Healthcare Division at Smith, Seckman, Reid, Inc., an engineering consulting firm in Nashville, TN. Jim holds Bachelors of Science in Biomedical Engineering and Electrical Engineering from Vanderbilt. Jim is active in the Atlanta community and currently serves on the Annual Fund Committee for Children's Healthcare of Atlanta, the Administrative Board and the Finance Committee at Peachtree Road United Methodist Church, and serves as lower school co-chair for the Aim High capital campaign at Pace Academy. Jim coaches youth basketball and is married with two children.
Janet Kim McCormick, CFA
Vice President, Global Asset Allocation, Fidelity Investments
Richard McRae III
Vanderbilt MBA 2005
Vice President of Retail Strategy and Finance, Dollar General Corporation
Richard McRae is Vice President of Retail Strategy and Finance at Dollar General Corporation where he is responsible for real-estate strategic planning, financial forecasting and modeling, and strategic growth initiatives. Prior to joining Dollar General Richard held various positions with Accenture Consulting and First Union Securities. Richard holds a Masters in Business Administration from Vanderbilt Owen Graduate School of Management. He also holds a Bachelor of Business Administration from Southern Methodist University (magna cum laude) Richard resides in Nashville, TN with his wife, Adrienne and two children, Kaylee, and Duncan.
Vanderbilt MBA 1996
Executive Officer & General Manager, Overseas Business at Shinagawa Refractories
After 30 years of experiences in global steel industry with various managerial responsibilities, Heiki is now Executive Officer and General Manager - Overseas Business at Shinagawa Refractories, one of the high quality refractories suppliers in the world, serving global steel industry since April 2014. He also serves as a board member at Shinagawa Advanced Materials Americas, Shinagawa’s 100% subsidiary in the US, located in Magadore OH. Until March 2014, Heiki served as General Manager - Sheets and Strips Products Export at HQ of JFE Steel Corporation, where he was responsible for almost 15% of total sales volume of the company. From 2010 to 2013, he served as General Manager of JFE Steel America's Houston Office, where he was responsible for marketing and strategic planning of JFE's tubular products serving oil & gas industries in the Americas. Prior to his position at JFE Steel Corporation, he worked as General Manager - Marketing and Planning at National Steel Corporation in Mishawaka IN, followed by a position as Vice President - Marketing at JFE Steel America Inc., in New York NY. He holds MBA in Marketing from the Owen Graduate School of Management at Vanderbilt University, Nashville TN, and BA in Psychology from Waseda University, Tokyo, Japan. Heiki splits his time in Tokyo Japan and Darien CT, where he lives with his wife Nobuko and a four legged daughter, Princess Fiona. He has two sons; Heita lives in New York NY and Taiki lives in Dallas TX.
Vanderbilt BA 1989/MBA 1993
Portfolio Integration Director, Brown-Forman Corporation
John is currently the Portfolio Integration Director for wine and spirits brands at Brown-Forman, which is one of the largest American-owned Spirits and Wine companies and sells its brands in more than 160 countries. In his current role, John is responsible for the integration of programs between the sales and marketing teams throughout the North American Region. John has nearly 20 years’ experience at Brown-Forman, starting in Finance, then an associate brand manager, multiple regional marketing roles, a territory sales manager position and roles on the Jack Daniel’s Marketing Team. After graduating Vanderbilt, John worked as an assistant golf professional at Hermitage Golf Course before enrolling at Owen. John spent two plus years at Brown & Williamson Tobacco before joining Brown-Forman. John resides in Prospect, KY, with his wife Beth and daughters Rachel and Hannah.
Matt Peterson is the CEO of Ancillary and Individual and the Chief Administrative Officer of UnitedHealthcare Commercial segment, the largest segment of UnitedHealth Group, a Fortune 6 company. 11K employees work in the Commercial platform of UnitedHealthcare. Mr. Peterson is responsible for overseeing Individual, Dental, Vision, Life, Financial Protection, UMR and All Savers lines of business – overall, a $6 billion platform. In addition, he operates the functions of Training and Development, Sales Incentives, Real Estate and Corporate Social Responsibility. Earlier in his tenure with United, he held positions in Specialized Care Services (n/k/a Optum Health) and Human Capital. He originally joined the organization as a Director of Corporate Development at UnitedHealth Group specializing in mergers and acquisitions and integration; participating in more than 50 transactions valued at $30B+. He is also the President of the UnitedHealthcare Children’s Foundation, a 501c(3) public charity dedicated to advancing health care to underprivileged children in the United States. He is a Trustee of The Blake School of Minnesota.
Benton D. Reichenau
Vanderbilt MBA 1997
Head of Product Services for Banking, Brokerage, Insurance, Investment Management and Trust; US Bank
Prior to joining US Bank as Head of Product Services for Banking, Brokerage, Insurance, Investment Management and Trust across U.S. Bank Wealth Management, Ben was a Principal/Partner at Ernst & Young. At EY, Ben was the Head of West Coast Consulting for Financial Services, which included Wealth Management and Banking. He also led the national Wealth Management practice for Investment Management and Trust Products. Before EY, Ben was with Wells Fargo in San Francisco where he was a Senior Vice President in the Wealth Management Group. He led the Wealth Management Group’s Investment Management and Trust Client Solutions, which includes Investment Consulting Client Solutions, Trust Client Solutions, International Client Solutions, the Money Manager Due Diligence Group, and the Integrated Investment Initiative. Before joining Wells Fargo in 2005, Ben was with BearingPoint in San Francisco where he was a Partner/Managing Director working in the wealth management and credit card industries. Ben's experience spans strategy, product development, process redesign, operations, and implementation of large scale efforts. His clients included Wells Fargo, Visa, American Express, Citicorp, Clariden Bank, Credit Suisse, Merrill Lynch, Morgan Stanley, Wachovia, and Washington Mutual. Prior to BearingPoint, Ben worked at Merrill Lynch as a successful Financial Advisor. He received both his Bachelors and MBA from Vanderbilt University.
Vanderbilt MBA 1996
Technical Advisor to the CEO, Amazon
Maria Renz was appointed CEO of Quidsi in July 2013. Quidsi, a subsidiary of Amazon.com, is one of the fastest growing e-commerce companies in the U.S. with ten unique shopping sites including Diapers.com, Soap.com and Wag.com.
Before joining Quidsi, Maria served in various leadership positions at Amazon, leveraging her deep experience in e-commerce and digital marketing and helping the company scale new lines of business. Maria started at Amazon in 1999 and authored its first formal marketing plan. Most recently, she was Vice President of Physical Media & Canada where she led the company’s massive physical media categories, including books, movies, music, video games and software. She simultaneously oversaw Amazon’s entire retail business in Canada, fostering significant growth for Amazon.ca. Other previous roles at Amazon include the leadership of the consumables group and launching popular customer categories such as Beauty, Health & Personal Care and Grocery. She was also President of MYHABIT and Vice President of Jewelry & Watches, Shoes and Endless.com. In 2011, Maria launched MYHABIT.com, an online private sale fashion site from Amazon, offering members-only prices up to 60 percent off premium and boutique brands for women, men and children. Prior to joining Amazon, Maria worked in Brand Management at Kraft Foods, Inc. Before joining Kraft, she worked for Hallmark Cards, Inc. and Nelson & Associates. Maria holds an MBA from Vanderbilt University and a B.S. in Interior Design from Drexel University in Philadelphia. She has spoken about leadership to students and alumni at Harvard Business School and the Stanford Graduate School of Business. A native of New Jersey, she now lives in New York City with her husband and two children.
Vanderbilt MBA 1991
Co-Founder and CEO, ICR
Tom is co-founder and CEO of ICR, a strategic communications firm with offices in New York, Connecticut, Boston, Los Angeles, San Francisco and Beijing. Since 1998, he and his senior team have built the company into one of the largest, independent consultancies in North America by marrying senior-level capital markets experience and deep sector knowledge with traditional corporate communications expertise. Throughout his career, Tom has analyzed companies from the perspective of corporate communications consultant, investment banker, and Wall Street Journal ranked sell-side analyst, and these varied perspectives have introduced a unique dimension to his counsel which is currently focused on shareholder activism, short seller defense, IPOs and secondary offerings, crises communications, and M&A communications. ICR has approximately 150 team members and currently works with more than 400 private and public companies across 25 industry sectors. Before co-founding ICR, Tom served as a Managing Director in the equity research department of BT Alex. Brown (Deutsche Bank). He has guest lectured at Harvard Business School and is the co-author of “Using Investor Relations to Maximize Equity Value” published by Wiley Finance in 2005. Tom currently serves on the Board of Directors of the Chad A. Jacobs Memorial Foundation, The John Patrick Flanagan Memorial Foundation and is on the Board of Governors of Fairfield College Preparatory School in Fairfield, CT. He received a B.A. in Economics from The College of the Holy Cross in Worcester, MA., an MBA from the Owen School of Management at Vanderbilt University, and currently lives in Westport, CT with his wife Stephanie and three daughters, Lily, Sydney and Tatum.
Vanderbilt EMBA 1998
Founder, CEO and Chairman, The Saint Consulting Group
W. David Stalnaker
Vanderbilt MBA/JD 1989
President and Chief Investment Officer, Symmetry Capital Advisors, LLC.
David Stalnaker is President and Chief Investment Officer of Symmetry Capital Advisors LLC in Dallas, Texas ("Symmetry"). Symmetry is an independent registered investment advisory firm that provides wealth management services to high net worth clients. Previously, David served as President and Chief Operating Officer of another wealth management firm, was Executive Assistant to the President of Clemson University, and was a Shareholder in a Dallas law firm. David earned his MBA and JD (law degree) from Vanderbilt in 1989. He and his family reside in Dallas, Texas.
Emily Baker Tobin
Vanderbilt BA 1987 / MBA 1992
Managing Director, Epoch Investment Partners (retired)
Emily was a Managing Director at Epoch Investment Partners where she was the lead portfolio manager for their International Small Cap equity strategy and a key member of their global investment team. Prior to joining Epoch, Emily served as a Partner and Senior Analyst with Artisan Partners where she was a member of the EAFE portfolio team. Before Artisan, Emily held the role of Partner and Managing Director at Chilton Investment Company where she managed European equities. Prior to Chilton, Emily worked as an European equity analyst at BEA/Credit Suisse Asset Management. Emily holds a BA in Economics and an MBA in Finance from Vanderbilt University. Emily also serves on the Board of Trustees of the Long Island Nature Conservancy.
Vanderbilt Executive MBA 2011
President & CEO, Make-A-Wish Middle Tennessee
Beth is currently President and CEO for Make-A-Wish Middle Tennessee. She has a successful background in both for-profit and not-for-profit industries. She has worked in sales and marketing for Reebok International and for two minor league sports teams in Chicago. She has also served as Vice President of Development for Junior Achievement. Beth serves as a board member for the Center for Nonprofit Management, member of the Alumni Board of Owen Graduate School of Management at Vanderbilt, Trustee of the Pi Beta Phi Foundation, and was appointed by Governor Haslam to serve on the Volunteer Tennessee board. She also serves as a wish granter for Make-A-Wish! Beth is a native of Chicago, Illinois, but currently lives in Nashville, Tennessee. She enjoys practicing yoga, reading, traveling, shopping and eating great food.
Vanderbilt MBA 1999
Senior Vice President, Morgan Stanley Wealth Management
Kurt is a Senior Vice President of Morgan Stanley Wealth Management in Boston. Kurt has 22 years of financial services industry experience including ten years with Morgan Stanley. Kurt began his career in accounting with Ernst & Young's audit practice, holds an MBA in Finance from Vanderbilt University’s Owen Graduate School of Management and a BS in Accounting from Albright College and is a former practicing Certified Public Accountant. Kurt lives in Wellesley, MA with his wife and two sons.
David W. Walker, CFA
David is a wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the New England region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals. David joined the firm in 2015 and has more than 20 years of experience in the investment and financial services industry. Previously, he was a technology and research analyst at Trillium Asset Management. David spent most of his professional career as a senior portfolio manager with Van Kampen Investments/Morgan Stanley in Houston, TX. David received a bachelor’s degree from Duke University and an MBA in Finance from Vanderbilt University. Additionally, David is corporator at the Belmont Hill School. David is board member of The Base, Dimock Center, the Hughey Center for Financial Services at Bentley University and the Judge Baker Childrens Center. David is a Chartered Financial Analyst, a Chartered Market Technician and a member of the Boston Security Analyst Society.
Robert is a Principal at Chickasaw Capital Management, LLC where he leads the firm’s research efforts and is a member of the investment committee. He started his investment management career in 1999 with Haas, Incorporated, a family office in Memphis, and he was an analyst with Trinity Capital, an equity hedge fund, before joining Chickasaw. Robert received his B.A. from Rhodes College in 1999, with a History major and a Business Administration minor. He received an MBA from the Owen Graduate School of Management, Vanderbilt University in 2005. Robert and his wife Halle reside in Germantown, TN with their three children.
Chad B. White is the chief executive officer of JKM Manufacturing, Inc., a trusted leader in making precision and sophisticated products for the defense, communications and aerospace industries. White has nearly 20 years of entrepreneurial, manufacturing, operations, consulting and financial expertise. His background includes mergers and acquisitions, private placements, valuations, strategic consulting, turnarounds and business development. As JKM’s top manager, he is a fervent champion of lean manufacturing, collaboration and communication – tenets that make JKM a responsive, reliable and proactive maker of quality products. He is committed to putting customers and their mission first. White has an MBA in operations, finance and accounting from Vanderbilt University, an MS in taxation from Georgia State University and a BSE in biomedical engineering from Duke University.
Vanderbilt MBA 1991
President, Global Asset Allocation
Derek Young is President of Global Asset Allocation. Mr. Young assumed his current position in August 2013. Prior to this role, Derek worked in the Risk Strategy Consulting Practice for KPMG and for the Board of Governors of the Federal Reserve. Derek received a BS from Troy University in 1986 and an MBA from Vanderbilt in 1991. He holds the designation of Chartered Financial Analyst; Derek has published articles and chapters in books on risk management and investment management.