More than 57 years of combined experience in investment consulting, client fund management, and institutional finance
Previous experience: Vice chairman and founder of Wellesley Group, Inc.; director of Janney Montgomery Scott, Inc.; chief financial officer of Swarthmore College, St. Louis University, and Rochester Institute of Technology; principal contributing author of Improving Endowment Management, published by the Association of Governing Boards
Ed.M. in educational administration from the University of Rochester and B.S. In business administration from Bradley University