Finance

 

Finance Council Members

Alan Isenstadt    KeyBank (Vice President) Forest City Enterprises; Bank of America DePaul University, B.A. Harvard University, M.S.c.

Alan Isenstadt   
KeyBank (Vice President)
Forest City Enterprises; Bank of America
DePaul University, B.A.
Harvard University, M.S.c.

Alice Lian JP Morgan Chase & Co. (Vice-President CTC Risk) Tulane University, BS Cornell University, MBA

Alice Lian
JP Morgan Chase & Co. (Vice-President CTC Risk)
Tulane University, BS
Cornell University, MBA

Andrew Klaber    Paulson & Co. (Analyst) Yale University, B.A. Oxford University, M.S.c. Harvard University, J.D./M.B.A.

Andrew Klaber   
Paulson & Co. (Analyst)
Yale University, B.A.
Oxford University, M.S.c.
Harvard University, J.D./M.B.A.

Ben Badejo York Capital Management (Associate, Compliance) MatlinPatterson; Wachtell, Lipton, Rosen & Katz Tufts University, B.A.

Ben Badejo
York Capital Management (Associate, Compliance)
MatlinPatterson; Wachtell, Lipton, Rosen & Katz
Tufts University, B.A.

David Angel, CFA       683 Capital Management (Principal) Geode Capital; Goldman Sachs; Lehman Brothers; UBS; Citigroup New York University, M.S. Ecole Nationale des Ponts et Chaussees, M.S.

David Angel, CFA      
683 Capital Management (Principal)
Geode Capital; Goldman Sachs; Lehman Brothers; UBS; Citigroup
New York University, M.S.
Ecole Nationale des Ponts et Chaussees, M.S.

David Bratslavsky  IBM Wealth Advisors (Managing Partner) U.S. Israel Business Council; Conference of Presidents of Major American Jewish Organizations; WhitenPro; Blue Chip Venture Company The George Washington University, BS

David Bratslavsky 
IBM Wealth Advisors (Managing Partner)
U.S. Israel Business Council; Conference of Presidents of Major American Jewish Organizations; WhitenPro; Blue Chip Venture Company
The George Washington University, BS

James Gallo Citibank N.A. Treasury and Trade Solutions (Analyst) Big Brothers Big Sisters Boston College, B.S.

James Gallo
Citibank N.A. Treasury and Trade Solutions (Analyst)
Big Brothers Big Sisters
Boston College, B.S.

James Lewis     
Jeff Cohen, CAIA    Sonen Capital LLC (Director, Head of Business Development) Venovate Holdings, Inc.; Bank of America Merrill Lynch; Gerson Lehrman Group; Deutsch Bank University of Michigan, B.B.A. Georgetown University, M.B.A.

Jeff Cohen, CAIA   
Sonen Capital LLC (Director, Head of Business Development)
Venovate Holdings, Inc.; Bank of America Merrill Lynch; Gerson Lehrman Group; Deutsch Bank
University of Michigan, B.B.A.
Georgetown University, M.B.A.

Justin Brown    Berkshire Venture Investments (Vice President) M&T Bank; MacGregor Global Investments; BGK Groups Northwestern University, B.A. Cornell University, M.B.A.

Justin Brown   
Berkshire Venture Investments (Vice President)
M&T Bank; MacGregor Global Investments; BGK Groups
Northwestern University, B.A.
Cornell University, M.B.A.

Justin Kush  Coleman Research (Associate) American Express, Mizuho Corporate Bank, WebMD, Eagle Capital Management St. Joseph's University, BS

Justin Kush 
Coleman Research (Associate)
American Express, Mizuho Corporate Bank, WebMD, Eagle Capital Management
St. Joseph's University, BS

Kathie Chang Citi (Sales & Trading Associate) Celebrity Series of Boston Boston College, B.S.

Kathie Chang
Citi (Sales & Trading Associate)
Celebrity Series of Boston
Boston College, B.S.

Morgan Stone, CFA    SunTrust Robinson Humphrey (Vice President) Barclays; Barclays Capital; Vanguard Wake Forest University, B.A. Cornell University, M.B.A.

Morgan Stone, CFA   
SunTrust Robinson Humphrey (Vice President)
Barclays; Barclays Capital; Vanguard
Wake Forest University, B.A.
Cornell University, M.B.A.

Priya Pandit Citi (Vice President, Global Product Manager) Boston University, B.A.

Priya Pandit
Citi (Vice President, Global Product Manager)
Boston University, B.A.

Reut Bar-Hama Citi (VP, Digital Client Advocacy) BH Asset; Mizrahi-Tefahot Bank; Psagot Investment House; Israel Discount Bank; Israel Defense Forces Bar-llan University, B.A. Cornell University, M.B.A.

Reut Bar-Hama
Citi (VP, Digital Client Advocacy)
BH Asset; Mizrahi-Tefahot Bank; Psagot Investment House; Israel Discount Bank; Israel Defense Forces
Bar-llan University, B.A.
Cornell University, M.B.A.

Robyn Polanksy    U.S. Trust Bank of America Private Wealth Management (Vice President, Private Client Associate) Bessemer Trust; Thomson Reuters; Korn Ferry Union College, B.A.

Robyn Polanksy   
U.S. Trust Bank of America Private Wealth Management (Vice President, Private Client Associate)
Bessemer Trust; Thomson Reuters; Korn Ferry
Union College, B.A.

Tarun Malik  Citi (Vice President) TE Connectivity; Comverse Inc.; Bell Labs Lucent Technologies; Siemens Communications Inc.; GTSI Corp. Maharshi Dayanand University, BE Louisiana State University, MS Cornell University, MBA

Tarun Malik 
Citi (Vice President)
TE Connectivity; Comverse Inc.; Bell Labs Lucent Technologies; Siemens Communications Inc.; GTSI Corp.
Maharshi Dayanand University, BE
Louisiana State University, MS
Cornell University, MBA

Zach Arrick Senvest Management, LLC (Analyst) Morgan Stanley; JMP Securities University of Pennsylvania, BA

Zach Arrick
Senvest Management, LLC (Analyst)
Morgan Stanley; JMP Securities
University of Pennsylvania, BA

 
 

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