CFS Advisory Council

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.

CFS Advisory Council:

A.J. De Rosa '95
Chief Revenue Officer, Evolv Technologies

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
Managing Partner, President & COO, Steward Partners Global Advisory

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

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

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