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


  • 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

Helen Alley
Vice President, Client Advisor
Bessemer Trust

Serena Ang
Investment Analyst
Oaktree Capital Management

Luisa Arias Baker
Associate Vice President
Morgan Stanley

Emma Katherine Barchi
Financial Analyst

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

KC Boas
Director, Corporate Strategy

Emma Clarke
Senior Associate
New York Life

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

Chandler Covington
Deloitte Consulting, LLP

Helena Darling
Vice President, Client Advisor
Bessemer Trust

Dahiana Duarte Pena
Vice President, 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

John-Mark Gladstone
JD Candidate (2L)
Georgetown Law

Grant Glosner
Fixed Income Research Associate
Fidelity Investments

William Golub
Stanford University, Class of ’23

Andy Gregory, CFA
Strategic Partnerships

Brandon Grizzaffi
Investment Associate
Lord, Abbett & Co. LLC

Chris Hall
MBA Candidate
Cornell Johnson Graduate School of Management

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

Emily Jachimiak
Vice President – Equity Capital Markets

Matt Jayson
Product Manager

Nirav Kanakia
Director – Banking and Treasury Projects
MUFG Investor Services

Memi Kirikoglu
Client Service Associate
Bridgewater Associates

Ryan Klingert
Casey Quirk by Deloitte

Audrey Kornkven
Private Equity Associate

Ankusha Kumar
Associate Director of Transformation Management
S&P Global

Aleksandra Kurzydlowski
Vice President – US Wealth Advisory

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

Michael Lei
Senior Associate
The Blackstone Group

Jason Leshner
Vice President
GLC Advisors & Co., LLC

Fei Li
Cerberus Capital Management

Hongyu Lin
Research Associate
MFS Investment 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

Larisa Osmanaj
Bennett Thrasher

Michael A. Peterson, MBA, ASA-MTS
Senior Manager
CohnReznick LLP

Ivan Puerta
Product Manager

Courtney Reardon
Senior Vice President
First Pacific Advisors

Lashea Reaves
8 Cents in a Jar

Brett Rothberg
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
Investment Lead
Fox Creek Capital

Jennifer Soffen
Payments Ecosystem, Business Development

Austin Spindler
Manager, Government Relations & Operations

Spencer Tanaka
Senior Associate
The Carlyle Group

Larry Tang
Head of Production Partner Onboarding

Reece Tateishi
Senior Analyst, Corporate Development & Strategic Finance

Tracy Watson

William Zhang
Investment Banking Analyst
Evercore Partners

Nofal Zubair
Partners Groups

About our Board of Directors