Advisory Board Members - Olin Business School · Advisory Board Members. Stephanie Adams EVP- Head...
Transcript of Advisory Board Members - Olin Business School · Advisory Board Members. Stephanie Adams EVP- Head...
The Wells Fargo Advisors Center for Finance
and Accounting Research
Advisory Board Members
Stephanie Adams
EVP- Head of Trust Services, TIAA-CREF Trust Company Stephanie has twenty-five years of experience in the
financial services industry, specifically focused in the
areas of wealth management and trust administration.
Prior to joining TIAA, FSB (“TIAA Trust”), Stephanie
served as Senior Vice President and Director of the
California Trust Center for Wells Fargo Bank, N.A. In
this capacity, she had full responsibility for the
leadership of the Center which handled the
administrative and risk management activities for over
23,000 trust and investment management accounts.
Her team of fiduciary professionals was responsible for
all personal investment and fiduciary accounts in the state of California. In addition, she led
the national philanthropic services administrative team for the organization.
Prior to serving as Trust Center Director, she was the Regional Fiduciary Manager for two
national products that Wells Fargo Wealth Management offered to Wells Fargo Advisors’
team of over 14,000 financial advisors.
Before joining Wells Fargo, Stephanie served as Managing Director for the Wealth
Management Division of Unified Trust Company, N.A. Previously, she was Senior Vice
President and Wealth Management Group Director for the states of Kentucky and
Tennessee for Branch Banking & Trust (BB&T) which is headquartered in North Carolina.
In addition to her career accomplishments, Stephanie has been active in the community. She
currently serves as a Board Member for both the Mathews-Dickey Boys’ & Girls’ Club and
Provident, Inc. She is an Advisory Board Member for the Wells Fargo Advisors Center for
Finance and Accounting Research at Washington University in St. Louis. Additionally, she
serves on the Investment Committee for Forest Park Forever.
Stephanie earned her Bachelor of Business Administration (magna cum laude) and her
Masters of Business Administration from Morehead State University. She also holds the
designations of: Certified Trust and Financial Advisor (CTFA), Certified IRA Services
Professional (CISP) and Chartered Mutual Fund Counselor (CMFC). She has passed Level 1 of
the Chartered Financial Analyst (CFA) examination.
Vivek Bedi
Vice President & CFO, Nestle Purina Latin America & Caribbean
Vivek has an MBA in Finance & Accounting from Texas A&M
University and a B.S. in Mechanical Engineering from Manipal
University India.
He has been with Nestlé for 21 years in various Finance
roles. From 1997 to 2000, he led restructuring projects in North
America. He joined Nestlé Purina in 2001 and has steadily
increased his responsibilities. His roles have included Product
Supply Controller; Director of Financial Analysis for Cat & Snacks
Portfolio, Head of Finance for the Strategic Business Unit.
In 2013 Vivek was promoted to his current position, where he has been instrumental in
driving portfolio optimization and business model restructuring, resulting in double-digit
top-line growth and profit improvement. He also played a key role in developing a high-
performance team and directed important transformational initiatives.
Vivek and his wife love to spend time with their two daughters and enjoy cooking and
traveling.
Paul Bland
Global Head Business Operations, Thomson Reuters
Paul Bland has overall leadership responsibility for the order
to cash business processes and their operation for all
Thomson Reuters divisions. This includes all order
management, order fulfillment, billing, credit management,
collections and cash applications.
Bland is accountable for ensuring externally audited
compliance standards, business performance and customer
satisfaction goals are met. Bland also lead a number of
supporting functions such as management reporting, learning & development, process
design and business critical data.
James Bullard
President and CEO, Federal Reserve Bank of St. Louis
James Bullard, as president and chief executive officer of the
Federal Reserve Bank of St. Louis, participates in the Federal
Open Market Committee (FOMC) and directs the activities of the
Bank’s head office in St. Louis and of its branches in Little Rock,
Ark., Louisville, Ky., and Memphis, Tenn. An economist, Dr.
Bullard joined the Bank in 1990.
His research has appeared in numerous professional journals,
including the American Economic Review, the Journal of
Monetary Economics, Macroeconomic Dynamics and the Journal
of Money, Credit and Banking. A peer reviewer for many
periodicals, he currently serves as co-editor of the Journal of Economic Dynamics and
Control.
Since becoming president in 2008, Bullard has called for the FOMC to adopt state-
contingent policy and to give greater consideration to headline inflation than core inflation
when deciding monetary policy
Spencer Burke
Principal, The St. Louis Trust Company
Spencer B. Burke is responsible for marketing and
the evaluation of private investment opportunities
at The St Louis Trust Company. Prior to joining the
firm, Spencer served in senior management
positions and was responsible for the investment
banking operations at both A.G. Edwards and
Edward Jones, LLP. He was also a partner in the
corporate and securities law department of Bryan Cave LLP. Spencer began his career in
corporate law and finance with Sullivan & Cromwell in New York City. He earned both his
Bachelor of Arts degree in Economics and his JD from the University of Pennsylvania.
Spencer is very active in numerous non-profit organizations in St. Louis, including Opera
Theatre of St. Louis, the Mercantile Library, the Radio Arts Foundation and the Nine
Network. He is an Adjunct Lecturer of Family Business at the Olin School of Business at
Washington University and serves on the Board of the Mallinckrodt Foundation (a provider
of research grants for medical research). Spencer's other outside interests include opera,
sports (golf and tennis) and bridge.
Scott Cochran
Executive Vice President, Reinsurance Group of America
Scott Cochran is an Executive Vice President of Reinsurance
Group of America, Incorporated, and a member of RGA’s
Executive Council. He is responsible for the oversight of RGA’s
Global Acquisitions team, which provides support for risk, capital
and strategic needs to clients across all of RGA’s markets.
Scott first joined RGA in early 2005, and until January 2011, was
responsible globally for enterprise risk management and various
actuarial areas at RGA. Until January 2011, he was also RGA’s
Chief Risk Officer, and until April 2013, was also responsible for
oversight of RGA’s Global Financial Solutions team.
He has more than 19 years of experience with a range of insurance and reinsurance markets
and product lines. Prior to joining RGA, Scott served numerous product development and
management roles for CNA/Swiss Re and other organizations.
Katherine Fogertey
Vice President, Goldman Sachs Katherine Fogertey, Vice President, is a Derivatives
Research Strategist whose key focus is on option markets
and ETFs. She works closely with the fundamental analysts
in the Global Investment Research department to develop
catalyst-based option trade recommendations across
stocks and ETFs. Many of these recommendations can be
found in the Weekly Options Watch, for which Katherine
has been the lead author since 2010.
In addition, she analyzes various aspects of the ETF and
ETF options markets, including sentiment, impact, flow and market structure. Katherine
began her career at Goldman Sachs in April 2005 as a research analyst covering Technology
stocks.
During her time at the firm, she held a position in the Securities division on the derivatives
trading desk. She began her career in 2003 as a buy-side equity research assistant at a St.
Louis based boutique investment firm that managed $5bn in assets. There, she focused on
small and mid-cap investment opportunities, and helped the firm start a mid-cap portfolio.
Katherine is a co-head of the America's Global Investment Research Women's Network and
head of the Washington University in St. Louis recruiting team at Goldman Sachs. She sits
on an advisory board for Washington University in St. Louis Olin School of Business. She
graduated in December 2004 with a BSBA in Finance, Accounting, and International Business
from Washington University in Saint Louis.
Rock Foster
Chief Financial Officer, Nestle Purina Petcare
Rock Foster is Chief Financial Officer for Nestlé Purina PetCare
Company, headquartered in St. Louis, Missouri. Rock began his
professional career with KPMG in 1980 as an Auditor and
Certified Public Accountant. He joined Baxter Healthcare in 1986
as an Internal Audit Manager where he became part of the Clintec
joint venture. At Clintec, he held various positions of increasing
responsibilities, including Vice President of Finance and
Operations. In 1997, he joined the Nestlé Nutrition Division in
Glendale, California, as the Division Controller.
In 1998, Rock moved to Chicago, Illinois as Vice President, General Manager, of Nestlé
Clinical Nutrition. In May, 2001, Rock accepted an assignment in Vevey, Switzerland as
Assistant Vice President of Finance of Control for Nestlé’s Zone Americas. In that position,
he was responsible for coordinating all financial activities for North America and PetCare
Latin America for the Zone. In August, 2003, he returned to the USA as Vice President,
Corporate Controller, Nestlé USA, followed by a promotion to Chief Financial Officer in
November, 2005. Rock was named to his current position in July, 2006 with responsibilities
including Finance, Strategy, Customer Service and Information Technology.
Marcela Manjarrez Hawn
Senior Vice President & CCO, Centene Corporation
Marcela Manjarrez Hawn currently serves as the Senior
Vice President, Chief Communications Officer for Centene
Corporation. In this capacity, Marcela oversees all
strategic communications for the company, including the
planning and development of programs that effectively
describe and promote Centene, its services and products.
Marcela oversees all media and public relations for
Centene, its health plans and subsidiaries, including
serving as main media spokesperson. She also manages
the Centene Charitable Foundation, which makes
substantial contributions to initiatives that improve the
quality of life and health in our communities.
Marcela has more than 20 years of experience in economic research, analysis and strategic
communications. Prior to joining Centene, Marcela was Vice President, Public Affairs for the
Federal Reserve Bank of St. Louis, where she led the external communications, industry
relations and public outreach functions.
Marcela earned her bachelor’s degree in Economics from the University of Missouri-St. Louis
and her master’s degree in Economics from Washington University in St. Louis. She serves
on the boards of the Boy Scouts of America Greater St. Louis Area Council, Arts and
Education Council, Women’s Foundation of Greater St. Louis, and College Bound.
Robert S. Holmes
President and CEO, Commerce Bank Robert S. Holmes is Executive Vice President of Commerce
Bancshares, Inc., President and CEO of Commerce Bank, St. Louis
region, and serves on the Executive Management Committee of
Commerce Bancshares, Inc.
Holmes oversees the bank's commercial banking activities in the St.
Louis region, commercial offices in Cincinnati, Nashville, Indianapolis,
Grand Rapids, community markets in Missouri and Illinois,
community relations and foundation advisory services for the St.
Louis market, tax credits, dealer services and leasing.
He holds a Master of Business Administration from St. Louis University and a Bachelor of
Science degree in Business Administration from University of Missouri in Columbia. Holmes
is a member of the St. Louis Regional Chamber board of directors.
Holmes is a member of University of Missouri's College of Business - Finance Advisory
Board, director and immediate past president of Sherwood Forest Camp, a United Way
supported agency. Holmes serves on the board of directors for United Way of Greater St.
Louis and is a member of the executive committee. He also serves on the board of
commissioners of Tower Grove Park. He is a board member of St. Louis YPO-Gold.
Vikram Jaipuria
Caliper Mortgage Company
Vikram originally joined Citibank in 1986 under the MA Program
and worked for Citibank for 14 years until 2000.
During his years with Citi, he worked in India, Asia, Europe and
America, where he led the Expatriate Indian Business as Area
Director for Americas, Europe and Africa. Thereafter, he was
moved back to India as Country Marketing Director, in charge of
Credit Cards, Investments and all the product P&L.
In 2000, Vikram moved to Mphasis and led the IT Outsourcing
Company to profit with $600 million in market cap in 2004, with over 2500 professionals.
Vikram then moved to Morgan Stanley in its proprietary analytical unit, ModelWare, which
was designed to transform the Sell Side Research. At Morgan Stanley, he led a group to
systematically scale research coverage.
Vikram has held various senior level responsibilities in global businesses, especially in
consumer banking. He has a proven track record focused on delivering operating results.
Wes Jones
Managing Partner, Sage Capital
Wes Jones worked for over twenty years in the investment
banking industry on Wall Street prior to co-founding Sage Capital.
Starting as an associate in the merger group of Goldman Sachs, he
advanced to senior positions in mergers, corporate finance and
product development as a managing director of The First Boston
Corporation (now Credit Suisse), The Blackstone Group and Bear
Stearns. After returning to Saint Louis, he served as an adjunct
professor of finance for five years at the Olin School of Business at
Washington University.
Wes is a graduate of University of Pennsylvania Law School and
Amherst College. He currently serves on the boards of Store Supply Warehouse LLC,
Randall Manufacturing LLC, The Saint Louis Brewery LLC, Janet McAfee Inc., the City of
Ladue Non-Uniformed Employees’ Pension Plan and the Donald Danforth Plant Science
Leadership Council. Previously he served as vice-chairman of Mary Institute and Country
Day School, endowment trustee of the Church of St. Michael and St. George and as an
officer and director of The Everybody Wins Foundation, a literacy program for at-risk
children.
Wes is married to Nancy Ylvisaker and has two children.
Atul Kamra
Managing Partner, SixThirty
Atul Kamra is Managing Partner of SixThirty, the region’s
leading FinTech accelerator and venture fund. SixThirty
attracts the most promising FinTech ideas and companies
from across the globe, and works with like-minded
corporate partners to mentor & grow them to great
businesses. It is a partnership between the St. Louis
Regional Chamber and Cultivation Capital.
Prior to his role at SixThirty, Atul served as Senior
Managing Director and head of Advice for Wells Fargo
Advisors. In previous roles, Atul was President of First
Clearing, Wells Fargo’s clearing business. He joined Wells
Fargo from Booz & Co, where he was a Partner and Practice Leader of Booz’s Capital
Markets & Wholesale Banking business. In earlier roles with American Express Bank in India,
he was a relationship manager with the Corporate Banking Group and managed the western
region’s Capital Markets Group.
Atul and his wife, Anjali, live in St. Louis, with their two children, Armaan and Veda.
Shawn Kormanek
Chief Operating Officer & Managing Director, CitiMortgage
Shawn Kormanek serves as Chief Operating Officer for the US
Mortgage business. Shawn works with the business leadership
team in supporting our clients and optimizing our servicing
processes. Shawn also leads the effort to help customers with
payment and loss mitigation assistance to help keep them in
their home or sell their home prior to foreclosure. Shawn’s
team also oversees the Foreclosure, Bankruptcy, REO and
Claims process.
Shawn also serves as Citi O'Fallon Site President for more than
3,500 employees and contractors who work in multiple businesses and functions, including
CitiMortgage, Technology, Citi Retail Bank Operations and various middle office/support
functions at both Progress Point and the Citi Records Center.
Shawn joined Citi in 2006 as the UK Head of Consumer Operation, based in London,
England. He then to relocated to St. Louis, MO in 2010 to lead the Global Digital Channel
operation.
Prior to joining Citi, Shawn spent 10 years at GE where he held many Operational leadership
roles, including the European Senior VP and Head of Collections and Customer Service.
Shawn holds a B.A. from the State University of New York, and has over 24 years’ experience
in the Banking Industry.
Jimmie Lenz
Principal, Financial Risk Group
Dr. Jimmie Lenz is an experienced executive, lecturer, and scholar
in the field of banking and capital markets. Starting his career as
an equity trader more than 25 years ago, Jimmie found he
reveled in fast-moving atmospheres that required both strategic
thought and the ability to take immediate action. His successes
propelled him into a number of senior management roles within
the finance community.
Global financial services firms and exchanges have engaged
Jimmie to address issues related to strategic and tactical planning, risk mitigation, and
business efficiencies. This in-depth understanding of the capital markets industry has
allowed him to provide crucial perspectives in foreign and domestic regulatory matters,
including the presentation of findings.
Before joining FRG, Jimmie led predictive analytics with Wells Fargo Wealth and Investment
Management. He has doctoral and master’s degrees from Washington University in St.
Louis, Missouri.
Edward L. Monser
President, Emerson
Edward L. Monser has served as president of Emerson
since 2010. In this role, he drives the company’s
international growth opportunities and global shared
service organizations. He has more than 30 years of
experience in senior operational positions at Emerson
and has played key roles in globalizing the company.
Monser is a member of the company’s Office of the
Chief Executive and served as Emerson’s chief operating
officer from 2001-2015.
Monser began his career as a senior engineer at Rosemount in 1981. After serving in several
engineering management positions, he was named Rosemount’s director of technology in 1987. Two
years later, he became director of new products and technology. Monser went on to hold vice
president positions overseeing several critical operations at Rosemount before becoming its
executive vice president and general manager, and then president.
From 1996 until becoming COO in 2001, Monser was president of Emerson’s Rosemount business
unit. Under his leadership, Rosemount developed a range of innovative “smart” measurement and
analytical devices for the process industry, expanded its service and solutions capabilities, and
implemented significant operational efficiencies.
Active in promoting international understanding and trade, Monser is a member and a current vice
chairman of the U.S.-India Strategic Partnership Forum, and he serves on the advisory Economic
Development Board for China’s Guangdong Province and the board of advisors for South Ural State
University in Chelyabinsk, Russia. He is a past board member and past vice chairman of the U.S.-
China Business Council.
In the St. Louis community, Monser has served on the boards of directors or trustees for several
educational, civic and charitable organizations, including Ranken Technical College and the Midwest
Cargo Hub Commission (vice chairman).
Additionally, Monser serves on the board of directors for Air Products and Chemicals, Inc., a
company that provides gases and related services for the energy, electronics and manufacturing
sectors. Monser received a bachelor’s degree in electrical engineering from Illinois Institute of
Technology in 1980. He also has a bachelor's degree in education from Eastern Michigan University
and is an alumnus of the executive education program at the Stanford University Graduate School of
Business.
Robert O'Loughlin
Chairman and CEO, Lodging Hospitality Management (LHM)
Robert O’Loughlin is the Chairman and CEO of Lodging
Hospitality Management (LHM) which he founded in
1986. In the more than 29 years LHM has been in
business O’Loughlin has developed several hotels and
managed over 50 hotels around the Country. His most
recent acquisition is the historic St Louis Union Station
and the Doubletree St Louis Union Station Hotel.
Also new to the LHM family of hotels is the recently
opened Cheshire Restaurant, Basso Italian Gastro Pub,
The Market at the Cheshire, The Back Room, and The
Upstairs at the Cheshire. Some of the LHM properties
include the Sheratons at West Port, Hilton at the Airport,
Marriott at the Airport, Hilton at the Ballpark, 360
Rooftop Bar, The Seven Gables Inn, Doubletree West
Port, and the entire West Port Plaza Complex located in St. Louis County.
He is a member of several community and business organizations including the Regional
Business Council, and sits on the Boards for the Logos School, St Louis University, St Louis
Zoo, St Louis Sports Commission, St Louis Police Foundation, Enterprise Bank and Trust, the
Jefferson National Park Association, St Louis Regional Chamber, and past Governor of the
Missouri Athletic Club.
Joe Reagan
President & CEO, St. Louis Regional Chamber and Growth Association
Joe Reagan was named President and Chief Executive
Officer of the St. Louis Regional Chamber in December
2011. The Regional Chamber is the chamber of
commerce and leading private sector economic
development organization serving the 15-county, bi-state
region. The Chamber is a broad community of leaders
united for economic prosperity throughout the entire St.
Louis metro area. The Chamber’s One Purpose is to
inspire a greater St. Louis.
Joe is an entrepreneur and an experienced business and
community leader. He has helped shape and implement
large-scale economic development investments, solve
complex business and community problems and create a better culture for
entrepreneurship. He is a passionate advocate for greater educational attainment, inclusion
and talent attraction, innovation and entrepreneurship.
Before his recruitment to St. Louis to head the Regional Chamber, Joe served as President
and CEO of Greater Louisville Inc.-Metro Chamber of Commerce.
Kevin Roberts
Chief Financial Officer, BJC Healthcare
As BJC HealthCare’s chief financial officer, Kevin Roberts’ role
is to ensure the organization’s current and long-term
financial success. He has responsibility for finance, treasury,
investments, revenue cycle and managed care contracting.
In 2008, Roberts came to BJC from University Hospitals
Health System in Cleveland where he served as senior vice
president and chief financial officer. In this role, Roberts had
responsibility for finance, information technology, insurance
and corporate risk management, managed care and treasury.
Prior to joining the leadership team of University Hospitals in
2001, Roberts served for nine years as treasurer of The
Cleveland Clinic Foundation, an 11-hospital, integrated
health system. A certified public accountant, Roberts began
his career with the public accounting firm of Peat, Marwick, Mitchell & Co.
Roberts earned his master’s degree in business administration from Bradley University and
his bachelor’s degree from Eastern Illinois University. He currently serves as a member of the
Investment Committee for Carle Foundation Hospital in Champaign/Urbana, Illinois.
Roberts is a native of central Illinois. He and his late wife, Ellen, have three adult children.
Rich Ryffel
Market Manager, JP Morgan
Richard Ryffel is the J.P. Morgan Private Bank Market Manager
for Missouri. Richard and his team provide high-net-worth
individuals, foundations and endowments with advice tailored
to their individual needs in order to grow and preserve wealth
over multiple generations.
He first joined the firm in 2012 as a St. Louis-based Banker and
Midwest Region endowments and foundations specialist. In
2015, he accepted a full-time faculty appointment in the Olin
Business School at Washington University in St. Louis where, in addition to teaching, he was
responsible for creating and launching its Wealth and Asset Management master’s degree
and related programs. His financial services career spans almost 30 years as an investment
banker, private banker and regional manager at A.G. Edwards, Bank of America and Edward
Jones.
Active in the St. Louis community, he is a member of the St. Louis Regional Chamber’s
Financial Forum, a board member and immediate past president of the Normandy Schools
Collaborative and an adjunct member of the faculty at Washington University in St. Louis.
He is a 2017 graduate of Leadership St. Louis and has been active with Beyond Housing, the
United Way of Greater St. Louis and the St. Louis Art Museum.
Voin Todorovic
Chief Financial Officer, Build-A-Bear Workshop, Inc.
Voin Todorovic, 40, joined Build-A-Bear Workshop in
September 2014 as Chief Financial Officer. Prior to joining the
Company, Mr. Todorovic was employed at Wolverine World
Wide, Inc., a leading global footwear and apparel company,
where since September 2013 he served as the head of
finance and operations for its Lifestyle Group which includes
a portfolio of iconic brands such as Sperry Top-Sider®, Hush
Puppies®, Keds®, and Stride Rite®.
From 2011 to 2013 he was Vice President– Finance and
Administration of the Stride Rite Children’s Group business,
operating in wholesale, direct to consumer and international franchising, and from 2010 to
2011 he was Vice President of the Performance + Lifestyle Group.
Prior to his tenure at Wolverine World Wide he held positions of increasing responsibility at
Collective Brands, Inc. and Payless ShoeSource.
Chris Varvares
President & Co-Head US Economics, Macroeconomic Advisers
Chris Varvares is Vice President and Co-Head of US Economics
at IHS Markit. He co-leads Macroeconomic Advisers by IHS
Markit, a company he co-founded in 1982. Mr. Varvares has
over 35 years of experience in macroeconomic forecasting
and policy analysis, both as a principal of Macroeconomic
Advisers (1982 to present) and as a member of the staff of the
President's Council of Economic Advisers (1981-1982). While
at the Council, he served as a member of the U.S. delegation
to the OECD in April 1982.
Mr. Varvares is a recent past president and a former director
of the National Association for Business Economics (NABE). He
served as President of the St. Louis chapter of NABE, and is a
member of the American Economic Association. He serves as
a member of the New York State Economic and Revenue Advisory Board, has participated in
the meetings of the Outside Consultants to the CBO, has been a panelist for the World
Economic Forum, and sits on advisory boards for the Olin Business School at Washington
University and the Walker School of Business and Technology at Webster University.
He and the other principals of Macroeconomic Advisers serve as consultants to key agencies
of the U.S. and foreign governments, major trade associations, and private corporations, and
are widely quoted in the business and financial media. The firm is widely recognized as among
the most accurate forecasters of the U.S. economy.
Mr. Varvares holds a B.A. in Economics from The George Washington University and received
his graduate training (ABD) in Economics from Washington University in St. Louis, where he
was also a member of the adjunct faculty in both the economics department and the Olin
School of Business.
Kim Walker
Distinguished Executive in Residence, Olin Business School
Kim has been affiliated with Washington University in St. Louis for the past eleven years. Most recently, she served as a Distinguished Executive in Residence at the Olin Business School. Previously, Kim served as the inaugural Chief Investment Officer of Washington University Investment Management Company, a position she held for ten years through December 2016. In that role, she oversaw the Washington University endowment and other assets which totaled over $7 billion. Prior to joining Washington University, Kim served as President of Qwest Asset Management Company (now Century Link) starting in 1998. In that capacity, she managed Qwest’s pension and other employee benefit assets, which totaled approximately $14 billion. Earlier, Kim spent 13 years in various finance positions at General Motors, including eight years with its investment management staff.
Kim has served as a director of Commerce Bancshares, Inc. for over ten years. In the not-for-profit world, she currently serves on the board of United Way of Greater St. Louis and chairs the St. Louis Symphony Endowment Trust. She also recently concluded service on the board of the Managed Futures Association and a two-year term as President of the St. Louis Forum. Prior volunteer roles include serving as: Chair of the Committee on Investment of Employee Benefit Assets (CIEBA) and board member of its parent organization, the Association of Financial Professionals; member of the New York Stock Exchange Pension Managers’ Advisory Committee; board member of The Repertory Theatre of St. Louis; a member of the University of Colorado Investment Advisory Committee; and Chair of the Miami University Foundation Board. Kim holds a B.A. in Economics and Public Administration from Miami University in Oxford, Ohio, an M.A. in Economics from Washington University in St. Louis, Missouri, and an M.B.A. from The University of Michigan in Ann Arbor, Michigan. Kim also holds the Chartered Financial Analyst designation.