The Center for Financial Services (CFS) is supported by the CFS Advisory Council, a select group of successful alumni and industry leaders, who provide the strategic vision necessary to guide the Center’s mission.
Key Contributions:
Strategic Guidance: Shaping the long-term direction and academic-to-industry alignment of the Center.
Symposium Leadership: Leading the CFS Annual Symposium by defining core themes and securing high-caliber sponsors and marquee speakers.
Industry & Student Engagement: Facilitating continuing education, professional networking, and mentorship opportunities.
Strategic Advocacy: Increasing the Center’s visibility and prestige among financial services professionals, alumni, and students.
Council Members
Seth Finkel '80 (Council Chair)
Managing Director, Neuberger Berman Wealth Management
Carter Lyons '97
Co-Chief Executive Officer, Two Sigma
Jeffrey Rutledge '88
Managing Director, Bessemer Trust
James Stone '88
Senior Project Manager, HPS Investment Partners
William Velekei '13
Director, Senior Wealth Advisor, Mariner Wealth Advisors
Ryan Wilson '97
Executive Vice President - Wealth Management, Janney Montgomery Scott LLC
Emeriti Council Members
Hugo Barth ’90
Principal and Senior Portfolio Manager, Prudential Financial
Doug Borkowski ’96
Managing Director, Bank of America Merrill Lynch
A.J. De Rosa '95
Chief Revenue Officer, Evolv Technologies
John DiVito '93 (corporate member)
Director of Product Management, Refinitiv
Larry Gore ’78, ’17P
Senior Vice President, Tompkins Financial Advisors
Brodi Jackson ’98
Co-Founder and Managing Partner, Caerus Ventures
Sandi Klose (corporate member)
Global Head of Business Planning and Operations, Refinitiv
Labib Mahfouz ’91
Chief Operating Officer and Chief Financial Officer, Evince Asset Management
Brad McGowan ’87
Head of PE Coverage, Pickwick Capital Partners
John Melvin ’91
Chief Investment Officer, Sammons Investment Group
Chris Milner ’87, 89G
President and CEO, The Oakleaf Group
Matt Petrozelli ’03
Chief Executive Officer, Valley National Financial Advisors
Dan Pietrzak ’97
Partner/Co-Head of Private Credit, KKR
Steven Ploder '91
Managing Director, Financial Advisor, Morgan Stanley
Hy Saporta '95
President & COO, Steward Partners Global Advisory
Julian Sluyters ’82
Advisor, GECKO Governance
Nikki Stefanelli ’04
Head of Fixed Income Index Policy, Managing Director, FTSE Russell
Leigh Todd ’94
Managing Director, Portfolio Manager, Mellon
Rick Van Benschoten ’87
Lenox Wealth Advisors