The 60th Annual Financial Literacy & Economic Education Conference is here! Register today

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
Vice President, Retirement Group
BlackRock

Emily S. Bolton
Chief Strategy Officer
The Volcker Alliance

Emma Clarke
Account Manager
Vested

Martin J. Cole
Senior Examiner
Federal Reserve Bank of Cleveland

Helena Darling
Associate Vice President, Client Advisor
Bessemer Trust

Susan Eckman
Vice President, Equity Research Analyst
Voya Investment Management

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

Carolyn M. Ferguson
Executive Director
CCS Fundraising

Nicole Gavin
Senior Associate – Global Markets
State Street

Patrick C. George
Associate
Oaktree Capital Management

Rohit Goyal
Analyst
Goldman Sachs & Co.

Renee M. Greene
Vice President, Investment Grade Credit Trading
Goldman Sachs & Co.

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

Ryan Klingert
Consultant
Casey Quirk by Deloitte

Karol S. Kurzydlowski
Associate
J.P. Morgan

Jordan Lederman
Associate
Citigroup

Michael Lei
Associate
Greenbriar Equity Group

Fei Li
Associate
Cerberus Capital Management

Rachel Lipski
Consultant, Global Transfer Pricing
Deloitte Tax LLP

Yotam Mendlinger, CFA
Finance and Accounting Professor
Boston University

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

Katharine Rutan
Strategic Resource Manager
HUB International

Austin Smith
Private Equity Investor
Ten Oaks Group

Jennifer Soffen
Payments Ecosystem, Business Development
Google

Spencer Tanaka
Associate
The Carlyle Group

Larry Tang
Associate, Corporate Development
Hearst

Reece Tateishi
Senior Analyst, Corporate Development & Strategic Finance
Compass

Brittany Taylor
Associate
Kirkland & Ellis

Ranjit Thomas, CFA
Portfolio Manager
Spice Capital

Kaitlyn Walsh
M&A Integration and Transformation
PayPal

William Zhang
Investment Banking Analyst
Evercore Partners