Our Team

Board of Directors

Advisory Board

Bill Albers Owner/Chairman of the Board, American Excelsior Company
Sallie Krawcheck CEO/Co-Founder Ellevest
Gary Litt  Managing Director Soros Fund Management
Jamie Litt  Research and Evaluation Manager at New York City Department of Education
Fred Bloch Senior Vice President, Growth at Anti-Defamation League
Kevin Brine Author, Artist, Investor
Henry D'Auria Portfolio Manager at AllianceBernstein
Guy Davidson Senior Vice President at AllianceBernstein
Steve Dolcemaschio Former Chief Operating Officer Comcast Entertainment Group
Phil Eagan Chief Operating Officer, Viking Global Investors
Dave Ferry Senior Vice President and Investment Counselor at Capital Group Private Client
Bruce Gutkin Greenlight Capital
Roger Hertog Former President of Sanford Bernstein (now AllianceBernstein). President of the Hertog Foundation and Chairman of the Tikvah Fund
David Levine  Former Chief Economist Sanford C. Bernstein
Jon Mann  Advisory Counil
Rich Pzena Founder and chief investment officer of Pzena Investment Management
Jonathan Reiss  Director, Society of Quantitative Analysts
Harold Rosen Executive Director of the Grassroots Business Fund
Greg Sawers  Co-Founder of Evercore Asset Management, LLC and Chief Executive Officer and Portfolio Manager
Lisa Shalett Head of Investment and Portfolio Strategies
Frank Trainer Morgan Stanley Wealth Management


Senior Staff

Alumni Advisors

Guest Speakers

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