Associate Board’s Mission

CEE’s Associate Board is a group of emerging leaders who dedicate their own time, talents, networks, and resources to raise awareness and financial support for the work and mission of CEE.

What You’ll Do

The purpose of the Associate Board is to help grow and cultivate the next generation of leaders and supporters of CEE, help expand resources, and bring in new ideas to ensure the ongoing success and longevity of CEE.

Associate Board Members serve as committed supporters and thoughtful advocates for CEE. The specific responsibilities that all members are asked to accept are below; CEE Staff offer their support in fulfilling these responsibilities.

Expectations of Associate Board Member

  • Spread awareness of CEE and its mission
  • Donate $500 or raise $2,500 annually*
  • Attend events and invite people from your networks
  • Engage with and help build our community of advocates
  • As a group, host 1 or 2 events a year
  • Attend or call in to 2 to 3 Associate Board meetings per year

Benefits

  • Networking opportunities
  • Recognition: Listing on our website, CEE Reports, the Visionary Awards Benefit program
  • 50% Tickets to the Visionary Awards Benefit
  • Invitation to select Board of Directors Committee Calls 
  • Invitation to Board Meetings
  • Receive updates on CEE activities, including CEO’s Monthly Note to the Board

Associate Board Members

Serena Ang
Investment Analyst
Oaktree Capital Management

Emma Katherine Barchi
Financial Analyst
CBRE

Joseph Bendix
Research Analyst – International Finance and Macroeconomics
The Milken Institute

KC Boas
Director, Corporate Strategy
BlackRock

Emma Clarke
Senior Account Director
SourceCode Communications

Martin J. Cole
Senior Manager
Federal Reserve Bank of San Francisco

Brooke Coughlan
Banker, Asset and Wealth Management
J.P. Morgan

Chandler Covington
Consultant
Deloitte Consulting, LLP

Helena Darling
Associate Vice President, Client Advisor
Bessemer Trust

Dahiana Duarte Pena
VP, Product Development Manager
Eastern Bank, Inc.

T. Bridges Dickey
Wealth Strategist
Inverness Counsel LLC

Susan Eckman
Vice President, Equity Research Analyst
Wellington Management

Izu Emeagwali
Executive Director and Assistant General, Corporate and Investment Bank
JPMorgan Chase & Co.

Carolyn M. Ferguson
Executive Director
CCS Fundraising

Bianca Flowers
U.S. Manufacturing Correspondent
Thomson Reuters

Dan Frazier
Chief Executive Officer
Century Support Services

William Garrity
Private Client Banker
JPMorgan Chase & Co.

Nicole Gavin
Senior Associate – Global Markets
State Street

Patrick C. George
Vice President
Oaktree Capital Management

Grant Glosner
Fixed Income Research Associate
Fidelity Investments

William Golub
Stanford University, Class of ’23

Andy Gregory, CFA
Strategic Partnerships
Synctera

Chris Hall
Financial Planning and Analysis Manager
777 Partners

A. Denae Hannah, FPQP™
Founder & Lead Educator
Debt-Free Denae

Matt Jayson
Product Manager
Google

Nirav Kanakia
Director – Banking and Treasury Projects
MUFG Investor Services

Memi Kirikoglu
Client Service Associate
Bridgewater Associates

Ryan Klingert
Consultant
Casey Quirk by Deloitte

Audrey Kornkven
Private Equity Associate
KKR

Karol S. Kurzydlowski
Associate
J.P. Morgan

Jordan Lederman, CFA
Vice President, Capital Markets/Repo
Waterfall Asset Management LLC

Michael Lei
Senior Associate
The Blackstone Group

Fei Li
Associate
Cerberus Capital Management

Rachel Lipski
Consultant, Global Transfer Pricing
Deloitte Tax LLP

Debbie Lusman
Senior Vice President, Head of Stewardship Global Value
First Eagle Investment

Yotam Mendlinger, CFA
Finance and Accounting Professor
Boston University

Nimat Muhammad
Development Assistant
The Moth

Rahim Muhammad, CFP®
Vice President, Regional Investment Specialist
JPMorgan Chase & Co.

Thomas Musso, CFA
Assistant Vice President
Citigroup

Laura Patterson
Private Client Relationship Associate
Brown Advisory

Michael A. Peterson, MBA
Peterson Leaf Properties, LLC
Owner/Founder

Ivan Puerta
Product Manager
Citigroup

Courtney Reardon
Senior Vice President
First Pacific Advisors

Lashea Reaves
Director
8 Cents in a Jar

Brett Rothberg
Associate
The Carlyle Group

Rob Russini
President and CEO
New Start Capital

Katharine Rutan
Strategic Resource Manager
HUB International

Matthew Shapiro
Managing Member
Devon Capital

Shallyn Simma
Director, Strategic Planning
Voya Financial

Austin Smith
Private Equity Investor
Ten Oaks Group

Jennifer Soffen
Payments Ecosystem, Business Development
Google

Austin Spindler
Manager, Government Relations & Operations
Transamerica

Shaylyn Sullivan
Registered Wealth Management Client Associate
Morgan Stanley

Spencer Tanaka
Senior Associate
The Carlyle Group

Larry Tang
Columbia Business School MBA ’23

Reece Tateishi
Senior Analyst, Corporate Development & Strategic Finance
Compass

Brittany Taylor
Associate
Kirkland & Ellis

Ranjit Thomas, CFA
Portfolio Manager
Spice Capital

Tracy Watson
Lawyer

Yagiz Yigit
Vice President, Transformation
Moody’s Corporation

William Zhang
Investment Banking Analyst
Evercore Partners

About our Board of Directors