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 to ensure the ongoing success and longevity of CEE.
Associate Board Members bring in new ideas to us through their work together, may serve on Board committees, and are thoughtful advocates of the cause. Please join us – see what that entails below. And of course, our CEE Staff are there to support our AB members in their work with CEE.
The Role of Associate Board Members
- 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 Gala program
- 50% Tickets to the Gala
- 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
Helen Alley
Vice President, Client Advisor
Bessemer Trust
Serena Ang
Senior Associate
Private Family Office
Luisa Arias Baker
Director of Wealth Planning – Vice President
Morgan Stanley
Marcia Bateson
Chief Executive Officer
Malama Aina, LLC
Val Chapman
Chief Executive Officer
Financial Literacy For Kids
Emma Clarke
Senior Associate
New York Life
Sean Crossley
Product Manager
Vanguard
Rohnel De Rozario
Senior Director, Strategy and Corporate Development
Optimum
Helena Darling
Vice President, Private Banker
J.P. Morgan
Dylan Dotter
Vice President
EIV Capital, LLC
Dahiana Duarte Pena
Vice President, Next-Gen Digital Platforms & Digital Mergers
Eastern Bank
Susan Eckman
Vice President, Equity Research Analyst
Wellington Management
Leah Fernandez
Manager, Digital Accessibility and Tech for Good
L’Oreal
John-Mark Gladstone
Law Clerk
Morris, Nichols, Arsht & Tunnell LLP
Ben Glock
Senior Director, Global Alternative Data
TransUnion
William Golub
Associate
Boston Consulting Group
Chris Hall
Investment Banking Associate
Citi
James Henderson
Owner and CEO
Rockbridge Financial Advisors
Emily Jachimiak
Owner and CEO
SevaFi
Audrey Kornkven
Private Equity Associate
KKR
Marcus Kuhlmann
Vice President, Product Delivery – Citi Travel
Citi
Jason Leshner
Vice President
Deutsche Bank
Fei Li
Vice President
BlackRock
Hongyu Lin
Research Associate
MFS Investment Management
Debbie Lusman
Managing Director, Head of Stewardship, Global Value Team
First Eagle Investment
Oliver Mashinini
Controller
MUFG Securities Americas Inc.
Thomas Musso, CFA
Assistant Vice President
Citigroup
Molly O’Connor
Equity Analyst
Putnam Investments
Larisa Osmanaj
Director
Bennett Thrasher
Rhiannon Parker
MBA Candidate
Harvard Business School
Michael A. Peterson, MBA, ASA-MTS
Senior Manager
CohnReznick LLP
Courtney Reardon
Senior Vice President
First Pacific Advisors
Victor Robila
Student, Columbia University
Reagan Roob
Associate
Apollo Global Management
Brooke Sargent
VP, US Family Office Practice
J.P. Morgan
Matthew Shapiro
Managing Member
Northeast Private Wealth Management
Vivek Sharma
Chief Financial Officer
ClosingTheDivide
Shallyn Simma
Board Member
Kenwood Neighborhood Organization
Elif Simsek
Private Equity Directs Associate
JT Partners (Park Hill Group)
Spencer Tanaka
Vice President | Infrastructure
The Carlyle Group
Larry Tang
Technical Project Manager (Deployment Operations)
Gelato
Dore Lebeau Toung
Physician
Concorde Medical Group
Prateek Upreti
Vice President
Goldman Sachs
David G. Watson
Director, Internal Audit – Financial Risk Management
Morgan Stanley
Dwight S. Williams
Senior Educational Consultant, Mathematics
Teaching Matters
Michelle Xu
Private Equity Associate
Warburg Pincus
Cathy Zhang, CFA
Vice President, FX Sales
Citi