Morning Panels
Accounting:
Greg Bourgea, BOA, Gallagher, Flynn & Co.
Michael Lewis ’74, BOA, Meisel, Tuteur & Lewis, P.C.
Paul Sisson ’78, KPMG
David Wyand ’70, BOA, Vitale Caturano Ltd.
Private Wealth Management:
Ben Aibel ’55, Oppenheimer & Co. Inc.
James Atwood ’83, Merrill Lynch
Sam Bain ’68, Bainco International Investors
Jay Bigman '77, Bigman Consulting Services, LLC
James Fagan ’82, Bear Stearns
Sam Sloane ’89, Morgan Stanley
Bonds Market:
John Babyak ’82, Wolverine Investments
David Daigle ’89, BOA, Capital Research Company
Eric Jussaume ’90, Cambridge Trust
Michael Short ’83, John Hancock Financial Services
Taylor Watts ’01, Lehman Brothers
Ken Wormser ’78, BOA, CDC IXIS Capital Markets
Derrick Wulf ’98, Dwight Asset Management
Fund Management:
Christopher Cole ’82, Orion Advisors
Robert Cotter PA, Merritt Capital Investment Advisors, LLP
Dennis Ladd ’95, Fact Set Research Systems
Paul Rogers ’79, Deutsche Asset Management
Mark Wetzel ’83, UBS PaineWebber, Inc.
Women in Finance:
Julie Boland ’88, Oglebay Norton Co.
Kathleen Fisher, PA, Alliance Bernstein
Susan Hanna ’72, GE Capital Markets
Susan Kenneally ’75, Bernstein Value Equities
Anne Tangen ’81, State Street Corporation
Carrie Teffner ’88, ‘97, Sara Lee Corporation
Afternoon Panels
Venture Capital:
Rick Abraham ’77, SourceRight Group LP
Douglas Adkins, PA, Capstan Partners
David Aronoff ’96, CEMS, BOA, IDG Ventures Boston
Robert Cioffi ’90, TR, Alerion Partners
Timothy Davis ’68, Fresh Tracks Capital
Bruce Hernandez ’82, Spire Capital Partners
John Packard ’68, Pure Barnyard
Investment Banking:
Anson Beard, PA, Morgan Stanley
Michael Carpenter, PA, Southgate Holdings, LLC
Oliver Mathews ’04, Houlihan, Lokey, Howard & Zukin
James Raezer ’88, RBS Greenwich Capital
John Rogers ’77, Arden Asset Management Corporation
James Schaefer ‘90, BOA, UBS
Lawrence Stone ’81, Wells Fargo Bank—Capital Markets
Private Wealth Management:
Ron Hertel ’65, Wachovia Securities
Chris Rhim ’87, Burt Associates, Inc.
Chris Smith ’77, Hickok & Boardman Financial Planning
Nulsen Smith ’75, RINET Company, LLC
Steve Waltien ’70, Merrill Lynch
Fund Management:
Leonard Darling ’64, FPF Partners, LLC
George Deming ’64, BOA, Delaware Investments
Irwin Goldberg ’74, Goldman Sachs
Robert Honstein ’77, Newlin Capital Partners
Eugene Peroni ’73, Claymore Advisors
John Snow ’74, TR, State Street Global Advisors (retired)
Business Development/Corporate Control:
Joseph Adams, Jr. PA, Fortress Investment Group
Philip Daniels ’81, TD Banknorth
David Haas ’63, BOA, (retired) Time Warner
Kurt Hall ’82, National CineMedia
Fran Rathke ’82, Green Mountain Coffee Roasters, Inc.
Edward Riley ’88, Bank of Ireland Asset Management
Legend:
BOA—Board of Advisors
CEMS—College of Engineering & Mathematical Sciences
PA—Parent
TR—Board of Trustees