The activities of the College of Business’ Center for Financial Services (CFS) are supported by the CFS Advisory Council. The council, a select group of successful alumni and friends of the college who are in financial services, provides expertise to strategically guide the mission and direction of the Center. In addition, the council assists the Center’s director with identifying topics, sponsors, and speakers for conferences that are hosted by the Center throughout the year. The council is an important resource for the Center’s activities, which encompass continuing education, industry and student engagement, and networking. The members of the council are instrumental in increasing the visibility of the Center among alumni, prospective students, potential donors, employers, industry professionals, media, and other key constituencies.
Council Members
Seth Finkel '80 (Council Chair)
Managing Director, Neuberger Berman Wealth Management
Carter Lyons '97
Chief Business Officer, Two Sigma
Jeffrey Rutledge '88
Managing Director, Bessemer Trust
Hy Saporta '95
President & COO, Steward Partners Global Advisory
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
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