ÈÕ±¾Ò»¼¶Æ¬

John Lyons

As a Wealth Planner at ShoreHaven Wealth Partners, John leverages his expertise to cultivate new business opportunities, develop and implement comprehensive financial plans, conduct investment research and analysis, and manage client retirement plans, including 401(k)s and 403(b)s. John began his career in 2013, working in operations at Barclays and HedgeServ. In 2014, he transitioned to BlackRock, joining their Advisor Services Desk to provide consultancy services to financial advisors nationwide. His proficiency led to a promotion in 2015 to the Internal Sales Desk, where he specialized in supporting financial advisors in the Midwest with investment insights and risk management strategies. In 2020, John achieved the esteemed Certified Financial Planner™ (CFP®) designation, underscoring his dedication to professional excellence and ethical standards.

In 2023, John was appointed to the Dean’s Advisory Board for the Kania School of Management at the ÈÕ±¾Ò»¼¶Æ¬. He holds a bachelor’s degree in Finance from both the ÈÕ±¾Ò»¼¶Æ¬ and the University of Manchester, U.K. During his time at the ÈÕ±¾Ò»¼¶Æ¬, he was an active member of the men’s ice hockey program. He is also an alumnus of Red Bank Catholic High School. John and his wife, Katie, reside in Middletown, NJ, with their children, Lucas and Avery. They enjoy spending summers at Long Beach Island, NJ. John’s leisure activities include traveling, snowboarding, and playing hockey.

Michael Zaydon

Prior to founding Crystal Park Group, Michael spent nearly a decade at PricewaterhouseCoopers LLP (PwC) in New York City as a Business Advisory Services Consultant. Michael is a Certified Public Accountant (CPA).

Michael managed global teams on multi-million dollar projects within a $200+ million specialty practice focused on serving private equity, venture capital, family office and other alternative asset management clients. He has supported many sides of the private market investment continuum – general partners, limited partners, investment banks, traditional lenders, alternative lenders, corporate issuers, asset and investment managers, family offices, portfolio companies, and private borrowers.

Michael has extensive experience identifying private company growth strategies and analyzing their effectiveness from a financial and valuation perspective on behalf of private market investors. He also has M&A experience including pre-LoI diligence, transaction structuring, financial & operational due diligence, legal entity restructuring, and post-transaction operations. Michael also has experience developing and executing on strategies which drive revenue growth and margin expansion from his time at PwC and as the former founder and operator of an apparel and promotional items printing business in Northeast PA.

Michael earned a Master of Management in Corporate Innovation & Entrepreneurship from Penn State Smeal College of Business, and graduated magna cum laude from The ÈÕ±¾Ò»¼¶Æ¬ where he earned B.S. degrees in Accounting and Philosophy. Michael studied finance and philosophy at the University of Manchester, England.

Originally from Scranton, Pennsylvania, Michael is passionate about mentoring students and aspiring entrepreneurs, supporting youth leadership and financial literacy organizations, and contributing to the public discourse on business topics through writing and public speaking.

Steve Luchko

Mr. Luchko is a Senior Research Analyst at Investment Performance Services, LLC and is responsible for manager research and investment due diligence focusing on domestic growth equity, international equity, and global equity strategies. In addition, Mr. Luchko serves on the Investment Committee of IPS helping to formulate strategic policy for the firm.

 With over 16 years of industry experience, Mr. Luchko previously worked at Agili Financial Services and Legacy Advisors, LLC. At these firms, he conducted investment manager due diligence, sourced investment strategies, and developed strategic asset allocation models for high-net-worth individuals. Prior to his time in wealth management, he was a Senior Listings Analyst with the New York Stock Exchange (NYSE).

 Mr. Luchko earned B.A. in Finance from the ÈÕ±¾Ò»¼¶Æ¬ and an M.B.A. from Villanova University. In addition, he is a CFA charter holder.

Robert Ax

Robert Ax is a Financials Portfolio Manager for Corbets Capital. He joined BAM in September 2020 and has been following financials for over 20 years. Bob joined BAM from Millennium Partners, where he worked as a Portfolio Manager for 4 years, covering the Financials sector. Prior to Millennium, Mr. Ax started out as an Analyst with Citadel, before moving on to become a Portfolio Manager.

Mr. Ax holds a Master of Science in Finance from the Lubin School of Business at Pace University, as well as a Bachelor of Science in Accounting from The ÈÕ±¾Ò»¼¶Æ¬.

Andres Cevallos

Andres Cevallos is currently a Vice President at IDB Capital Corporation in New York City. Prior to that he was at Morgan Stanley where he served most recently as Vice President – Derivative Sales Trader. His other roles at Morgan Stanley included Vice President – Capital Markets Credit Trading, Capital Market Associate – Fixed Income, and Capital Markets Analyst – Equities.

Mr. Cevallos holds a BS and MBA, Finance and Economics, from the ÈÕ±¾Ò»¼¶Æ¬

Andrew B. Dinnhaupt

Andrew Dinnhaupt is currently a Portfolio Manager for Franklin Mutual Advisors. Prior to that he was Director and Portfolio Manager in the Global Financial Services Group of RBC Capital Markets.  Mr. Dinnhaupt is also a Chartered Financial Analyst. 

A 1989 graduate of The ÈÕ±¾Ò»¼¶Æ¬, Mr. Dinnhaupt received his BS degree in Finance.  He went on to receive an MBA from Seton Hall University.

Mark Santarsiero

Mark Santarsiero is President and Chief Executive Officer of Marshall & Stevens Incorporated and President of MS Capital. He also serves on the internal Fairness Opinion and Solvency Opinion committees.  Prior to his appointment as President and CEO in 2000, Mr. Santarsiero served as Chief Financial Officer, Chief Operating Officer, and as national practice leader for the Financial Valuation & Consulting practice at Marshall & Stevens. He began his association with Marshall & Stevens as a corporate controller of a public company that owned it. Mr. Santarsiero was a member of the team that led the employee buyout of Marshall & Stevens from its corporate parent in 1985. He has led multiple buy/sell and recapitalization transactions for MS Capital clients.

 Mr. Santarsiero started his career as an accountant for two CPA firms where he worked in the area of audit, tax and management advisory services. Mr. Santarsiero earned an M.B.A. from the University of Southern California and a B.S. in Accounting from the ÈÕ±¾Ò»¼¶Æ¬. He is a certified public accountant (inactive) in Pennsylvania and California and is an active member in the AICPA, as well as the New Jersey and California CPA societies.

Brian McNany

Brian McNany is a Managing Director on the Supply Chain Finance team at MUFG, based in New York. Mr. McNany currently heads Structuring and Portfolio Management and also leads a team of analysts/associates supporting product origination for SCF. Prior to joining MUFG in 2008, Mr. McNany worked in Fixed Income at Lehman Brothers Inc. in New York. He graduated with a Bachelor’s degree from the Kania School of Management at the ÈÕ±¾Ò»¼¶Æ¬ and with an MBA from NYU.

Peter Butera

Mr. Butera has over 35 years of experience advising high-net-worth individuals, business owners and corporate executives. He helps clients clarify their goals and develop investment strategies that align with their vision. He previously practiced as a CPA in public accounting for three years. Mr. Butera has earned the designation of Certified Investment Management Analyst®. He is an honors graduate of the ÈÕ±¾Ò»¼¶Æ¬ in accounting and serves on the ÈÕ±¾Ò»¼¶Æ¬ Professional Alumni Council. 

Todd McGee

Todd McGee is an FBI Special Agent within the Eurasian Organized Crime Task Force.   While in this role, Mr. McGee has conducted and directed operations and investigations targeting money laundering networks and facilitators, as well as investigated and prosecuted Eurasian Organized crime enterprises conducting transnational criminal activities. Prior to joining the FBI, Mr. McGee was employed by the Department of Treasury and PriceWaterhouseCoopers.  He was also a pitcher in both the Golden Professional and Frontier Professional Baseball Leagues.

Mr. McGee is a 2010 graduate of The ÈÕ±¾Ò»¼¶Æ¬ and received a Bachelor of Science degree in both Accounting and Finance.  He was also an enrolled IRS agent as well as a certified fraud examiner.

Michael Heron

Michael Heron is an Associate on the Direct Lending Operations team for Sound Point Capital.  Prior to joining Sound Point, Mr. Heron worked in trade operations at Schroders Investment Management.  He also spent two years at Rockit Solutions, LLC.

Mr. Heron earned a B.S. in Finance from The ÈÕ±¾Ò»¼¶Æ¬.

Albert Turano

 Albert Turano is the Senior Director of Global Professional Services for Dell Technologies.  He is a practitioner of the art of Consulting and Complex Program Management, where he has successfully led or advised on many engagements over nearly thirty years.

Since 2014 he has guest lectured at the ÈÕ±¾Ò»¼¶Æ¬, where he has taught sessions in Big Data, Artificial Intelligence and Marketing, Campaigning Through Data, and in solving business problems and identifying opportunities through data.  In 2017 he joined the University as an adjunct professor.  

 Mr. Turano holds a Bachelor of Science from Philadelphia College of Textiles and Science (now known as Jefferson University) and a Masters of Business from Southeastern Oklahoma State University.

George Evans

George Evans is the Founder, President and Chief Revenue Officer of Convergence.  Convergence provides data, research and analytics coverage of the Alternative Investments space.  

Mr. Evans is a 1982 graduate of The ÈÕ±¾Ò»¼¶Æ¬ and a member of The University's President's Business Council.  

Eugene Kirkwood, ÈÕ±¾Ò»¼¶Æ¬ '86

Eugene Kirkwood is a Portfolio Manager handling Western Asset Management Company, LLC’s taxable separately managed strategies. Prior to joining Western Asset in 2005, he was a Director at Citigroup Asset Management and Co-Head of Taxable Fixed-Income Portfolios. Before Citigroup, Mr. Kirkwood
was Vice President at Morgan Stanley. He also served as Vice President atPrinton, Kane & Co., from 1986 to 1994. Mr. Kirkwood has more than 32 yearsof securities business experience.

Mr. Kirkwood received a Bachelor of Science degree in Economics and Finance from the ÈÕ±¾Ò»¼¶Æ¬.

George Evans, ÈÕ±¾Ò»¼¶Æ¬ '82

Mr. George Evans, co-president of Convergence, Inc., is a senior executive with experience in data analytics, business development, strategic project management and many other areas. He graduated from the University in 1982.

Dennis McGonigle, ÈÕ±¾Ò»¼¶Æ¬ '82

Dennis J. McGonigle is executive vice president and chief financial officer for SEI Investments Company, Inc. He has served as CFO since 2002 and is a member of SEI’s executive committee. McGonigle is responsible for guiding the efforts of a number of units within the company, including accounting and finance, enterprise risk management, workforce development, internal audit, investor relations and SEI’s Private Wealth Management business unit. He serves on various subsidiary company boards as a director, such as SEI Private Trust Company and SEI Trust Company.

Prior to his current position, McGonigle led a business unit of SEI focused on treasury, short-term investments management and cloud-based technology services. He has held other positions at SEI over 30 years, ranging from finance to product management. He joined SEI in 1985 as a business manager. Prior to that, he was a senior auditor at Arthur Andersen and Company from 1982 to 1985.

McGonigle graduated from the University in 1982 and is a former member of the University's Board of Trustees.

Andrew B. Dinnhaupt, CFA, ÈÕ±¾Ò»¼¶Æ¬ ‘89

Mr. Dinnhaupt, a chartered financial analyst, is currently a portfolio manager for Franklin Mutual Advisors. Prior to that he was director and portfolio manager in the Global Financial Services Group of RBC Capital markets. After earning his bachelor’s degree in finance from Scranton, he earned an MBA from Seton Hall University and began his career with Summit Bank in New Jersey as an assistant in portfolio management. He later was vice president and equity research analyst for Mitchell Hutchins Asset Management in New York City, and also worked for Exis Capital and Clovis Capital Management.

Frank Fetsko, ÈÕ±¾Ò»¼¶Æ¬ '86

Frank Fetsko is Executive Vice President, Chief Financial Officer and Treasurer of Tompkins Financial Corporation, a publicly traded Financial Holding Company headquartered in Ithaca, N.Y., with nearly 15 million shares outstanding and a market capitalization of approximately $1 billion. He joined the company as Controller in 1996. Prior to that, he was General Auditor for Elmira Savings Bank from 1995 to 1996, and was a Federal Bank Examiner with the FDIC for nine years.

Mr. Fetsko graduated from the ÈÕ±¾Ò»¼¶Æ¬ in 1986 with a bachelor's degree in accounting. He is also a graduate of the National School of Banking at Fairfield University and the Executive Education Program, "Strategic Decision Making and Critical Thinking," at Cornell University's Johnson School. He is the chairman of the Kania School of Management's Advisory Board and a member of the Cayuga Venture Fund Valuation Committee.

Andrew B. Dinnhaupt, CFA, ÈÕ±¾Ò»¼¶Æ¬ ‘89

Mr. Dinnhaupt, a chartered financial analyst, is currently a portfolio manager for Franklin Mutual Advisors. Prior to that he was director and portfolio manager in the Global Financial Services Group of RBC Capital markets. After earning his bachelor’s degree in finance from Scranton, he earned an MBA from Seton Hall University and began his career with Summit Bank in New Jersey as an assistant in portfolio management. He later was vice president and equity research analyst for Mitchell Hutchins Asset Management in New York City, and also worked for Exis Capital and Clovis Capital Management.

Dr. Angelo Falcone, ÈÕ±¾Ò»¼¶Æ¬ '86

Dr. Angelo Falcone is an impressive individual and he has enjoyed a very successful career. He graduated from the ÈÕ±¾Ò»¼¶Æ¬ in 1986 and received his MD from Georgetown University in 1990. After completing aresidency and fellowship in emergency medicine he then went on to serve as a medical director at Shady Grove Adventist Hospital till 2004. In 2004, he was one of the founding partners of Medical Emergency Professionals or MEP Health. MP Health merged with US Acute Care Solutions.

Dr. Falcone currently serves asPresident of US Acute Care Solutions East.

Robert Griffin, ÈÕ±¾Ò»¼¶Æ¬, ‘88

Mr. Griffin is a managing director in the Corporate Solutions Group of CIBC World Markets. He is responsible for delivering interest rate and currency derivative coverage to a wide array of the firm’s investment grade and non-investment grade clients. Prior to CIBC, he spent 20 years at RBC Capital Markets, working with corporate clients to provide tailored interest rate and currency derivative solutions to a broad client group including industrials, media, telecom, technology, healthcare, consumer, energy and real estate sectors.

Michael Guarnuccio, CPA, ÈÕ±¾Ò»¼¶Æ¬ ‘89

A certified public accountant, Mr. Guarnuccio is an audit partner in PwC’s Financial Services Asset and Wealth Management practice, with 29 years of experience focusing primarily on the alternative investment funds industry. He serves as the engagement partner and business advisor to alternative investment funds including hedge, private equity and fund-of-funds, which range from emerging managers to large, multi-national investment firms. He has extensive experience working in PwC’s Banking and Capital Markets Practice, and also spent three years in the firm’s Tokyo office, working primarily on international investment banking and private investment fund clients.

Phillip J. Mooney, Jr., ÈÕ±¾Ò»¼¶Æ¬ ‘90

Mr. Mooney is currently a managing director for Citibank with the title of Global Head of Fixed Income Hedge Fund Financing Sales. Prior to joining Citi, he spent two years at Barclays and 16 years at Lehman Brothers as head of the credit financing trading desks within the Prime Broker Division. Before moving to the trading desk, he managed a middle office trade support group for the equity and fixed income financing desks. After earning a bachelor’s degree in finance from Scranton, he began his career at Bear Stearns in the management training program. He holds Series 7, 63 and 24 licenses.

Matthew Tirella, ÈÕ±¾Ò»¼¶Æ¬ '09

Matthew Tirella is an Associate National Bank Examiner with the Office of the Comptroller of the Currency (OCC), which is a federal banking regulator under the United States Department of the Treasury. He graduated from the ÈÕ±¾Ò»¼¶Æ¬ with his MBA in 2010 and undergraduate majors of accounting and philosophy in 2009. He has 4 years of experience in community banking and 8 years of experience on the board of directors of Habitat for Humanity of Lackawanna County. During his time at the University, he was a member of PRISM, the business club, SJLA, and Performance Music as well as participating in intramural volleyball and several service trips. He currently lives in Bayonne, NJ, and covers the NY Metro area for the OCC.

Thomas Egan

Tom has over 25 years of financial analysis and portfolio management experience. He began his financial career as an analyst and then progressed to providing business valuation services on a wide variety of industries. In 2001 he transitioned to private wealth management. He has had the pleasure and privilege of working with successful professionals and entrepreneurs, wealthy individuals and multi-generational family wealth.

Tom graduated from the University of Denver with a B.S. in business management and received his MBA in finance from DePaul University. He also holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business.

Tom’s community and professional associations include the DePaul University M Demon Fund Advisory Board and the St. Ignatius College Prep Business Society.

Leslie K. McNew

Leslie McNew is currently an Executive in Residence at the Kania School of Management, ÈÕ±¾Ò»¼¶Æ¬, the managing partner of N3Q and partner and advisory board chair of the MMspire Trading Company. She has thirty years of experience in markets (financial and physical), including equities, energy, foreign exchange, interest rate (dollar and non-dollar), insurance, cash, derivatives (futures/options/synthetics) and exotica (such as life settlements). Her career has spanned roles in insurance, trading (investment banking, proprietary, partnership and hedge fund), risk management, consulting, and university professorships. She has also managed trading book positions (speculative and quantitative) in options and futures for investment banks and proprietary firms.

McNew has held senior risk management roles at five Fortune 500 companies in energy and soft commodities. She has chaired monthly Risk Management Committee for three energy companies (portfolio value over $2.5 billion), managed teams from five to forty professionals, covering credit and quantitative credit risk management, quantitative modeling (option and derivative pricing and hard asset real option modeling), deal back testing, raw data management, P&L, Value-at-Risk, simulation analysis, validation, and compliance.

Prof McNew has seventeen years’ experience as a Business School University/Adjust Professor/Scholar in Residence professor in finance with experiential learning applications in technology, quantitative modeling, trading and risk management across multiple commodities, fixed income, equities, derivatives, options, and exotica. She was awarded the 2004/5 President’s Award for Innovative Use of Technology in Undergraduate Teaching at Tulane University for this effort. Prof McNew developed innovative experiential learning classes using specialized financial software such as KIODEX, FXCM, BLOOMBERG, and CQG at the AB Freeman School of Business, Tulane, School of Business Administration, Hanley Center, University of Dayton and the Driehaus College of Business, DePaul University. She built the first student run proprietary foreign exchange funds (www.mmspiretrading.com) at the AB Freeman School, University of Dayton, DePaul University and Benedictine University, of which MMspire Trading is the only student-run leveraged real money currency portfolio in the nation. She is extensively published: two peer reviewed articles, three textbook chapters, over twenty-five industry articles, over twenty-five industry monthly columns, and have spoken at over twenty-five industry conferences.

Leslie McNew consults in the following fields and has been a NASD recognized expert witness in suitability, pricing, and portfolio management since 2004: commodities (FX, interest rate, energy), credit, risk methodology, risk modeling, pricing and portfolio management. She graduated from the University of Michigan with a degree in economics and a Masters from New York University in quantitative economics.

Ms. McNew was previously an Executive in Residence at the Kania School in 2013.

Matthew Tirella

Matthew Tirella is an Associate National Bank Examiner with the Office of the Comptroller of the Currency (OCC), which is a federal banking regulator under the United States Department of the Treasury.  He graduated from the ÈÕ±¾Ò»¼¶Æ¬ with his MBA in 2010 and undergraduate majors of accounting and philosophy in 2009.  He has 4 years of experience in community banking and 8 years of experience on the board of directors of Habitat for Humanity of Lackawanna County.  During his time at the University, he was a member of PRISM, the business club, SJLA, and Performance Music as well as participating in intramural volleyball and several service trips.  He currently lives in Bayonne, NJ, and covers the NY Metro area for the OCC.

Frank Fetsko

Frank Fetsko is Executive Vice President, Chief Financial Officer and Treasurer of Tompkins Financial Corporation, a publicly traded Financial Holding Company headquartered in Ithaca, N.Y., with nearly 15 million shares outstanding and a market capitalization of approximately $1 billion. He joined the company as Controller in 1996. Prior to that, he was General Auditor for Elmira Savings Bank from 1995 to 1996, and was a Federal Bank Examiner with the FDIC for nine years.

Mr. Fetsko graduated from the ÈÕ±¾Ò»¼¶Æ¬ in 1986 with a bachelor's degree in accounting. He is also a graduate of the National School of Banking at Fairfield University and the Executive Education Program, "Strategic Decision Making and Critical Thinking," at Cornell University's Johnson School.  He is the chairman of the Kania School of Management's Advisory Board and a member of the Cayuga Venture Fund Valuation Committee.

A.T. (Tom) Myles

Tom earned a degree in Business Management from the ÈÕ±¾Ò»¼¶Æ¬ in 1967 and currently serves as Chair of the Board and Chief Executive Officer of the Myles Group. He is a fourth generation Railroader, beginning his railroad career in operations on June 13th 1963 in Philadelphia, PA on the Pennsylvania Railroad. His career continued around the Pennsylvania system with the Penn Central, Conrail and ultimately the CSXT. Working in the commercial side of the business, Tom developed a great appreciation for the art of the business deal and utilizing undervalued assets to create wealth for the railroad industry became his mantra. He has started over 20 companies some of which have been sold and others parked awaiting opportunity.  

Most recently, in 2014, Myles Group Financial financed the purchase of the Delaware & Lackawaxen Railroad Company (DL&S) and the operating rights and equipment to The Stourbridge Line in Northeastern Pennsylvania which closed in 2010. In May 2015, the DL&S reestablished operations between Honesdale, Hawley and Lackawaxen. In 2015, Tom was chosen as the Transportation Person of the Year by the Northeast Association of Railroad Shippers.

Tom served as an officer in the U.S. Army in two theaters of operations, Germany and Vietnam. In Berlin, Germany he served as Train Commander and Transportation Officer for the 18th Infantry Battalion. In Vietnam, he was the Company Commander of the 14th Transportation Aviation Battalion HHC providing Direct Aviation Support.  As Captain, Tom was awarded the Bronze Star Medal, and both the Vietnam and U.S. Army Commendation Medals with clusters for meritorious service.

Tom and his wife Carmen have been married 48 years and they have four children.

Al Brower

Al Brower is a successful entrepreneur and engineer.  After earning his Bachelors degree in Electrical Engineering from Stevens Institute of Technology, and an MBA from Rutgers University, Mr. Brower worked as an engineer and manager for several Fortune 500 companies including ITT and Bell Labs.
 
In 1991, Mr. Brower saw the opportunity in both the telecom and defense spaces to enhance antiquated analog technologies with sophisticated digital technologies. The same year Mr. Brower founded DSPCon, Inc, a company offering digital design expertise to these markets.

By the year 2000, DSPCon was offering state of the art hardware, software and turnkey solutions to a variety of customers globally.  As CEO, Mr. Brower created a values-based culture and a solid leadership team.
 
In 2000, DSPCon began to focus exclusively on providing high end testing solutions to aerospace companies while acquiring and divesting several companies.  Mr. Brower devoted a great deal of time in developing his own leadership skills by becoming a member of Vistage International, a peer-to-peer CEO advisory group where he was voted Leader of the Year three times within his membership group.  

At DSPCon, Mr. Brower was personally responsible for developing “C-Level” relationships with such companies as General Electric, Rolls Royce, Pratt & Whitney, Boeing, and Northrop Grumman.  In 2010, Mr. Brower personally negotiated the sale of DSPCon to a large publically traded company staying on for three years as a Vice President and General Manager to lead the transition of all sales and operations. 

Michael F. Dubin, CPA

Mike Dubin has been the managing partner of the McGladrey offices in Pennsylvania and New Jersey since 2001. He is responsible for overall business operations of offices employing 350 people and generating revenues of approximately $70 million.

Mike has experience in planning, organizing, administering and supervising all phases of financial and operational client engagements including total responsibility for servicing small closely-held corporations to large publicly-held clients in a variety of industries. He has extensive experience in providing audit, tax and consulting services to financial services companies, banks, manufacturers, distributors, regulated companies, retailers and real estate related entities.

Mike has had overall engagement responsibility for audits of a variety of public companies trading on all major exchanges with a specialization in SEC reporting and registrations. He has provided specialized consulting, risk management services, compliance work and operational analyses for numerous companies. He has performed extensive forensic auditing, accounting and regulatory work for the Resolution Trust Corporation and the Federal Deposit Insurance Corporation.

Mike is a graduate of the Wharton School, University of Pennsylvania and was an accounting/auditing instructor on their faculty for two years.  

Andrew Dinnhaupt

Andrew B. Dinnhaupt is currently a Portfolio Manager for Franklin Mutual Advisors. Prior to that he was Director and Portfolio Manager in the Global Financial Services Group of RBC Capital Markets.  Andy is also a Chartered Financial Analyst.  A 1989 graduate of The ÈÕ±¾Ò»¼¶Æ¬, Andy received his B.S. degree in Finance.  He went on to receive an M.B.A. from Seton Hall University.

Andy began his career with Summit Bank in Chatham, NJ, as an Assistant in Portfolio Management in the Asset Management Division.  In 1999, he accepted a position as the Vice President, Equity Research Analyst, for Mitchell Hutchins Asset Management in New York City.  In 2004, he joined Exis Capital as a Portfolio Manager and then moved on to Clovis Capital Management as a Vice President for Research prior to joining RBC.

Andy is a member of the Executive Committee of The ÈÕ±¾Ò»¼¶Æ¬’s President’s Business Council (PBC) and is on the advisory subcommittee for investments to the University’s Board of Trustees’ Economic Strength Committee.

Martina Martin

Martina Martin is Chief Administrative Officer at United Way of Central Maryland (UWCM) where she leads Strategic Planning, Governance, Human Resources and Auxiliary Services. She has previously led Marketing, Regional Development, 2-1-1, Volunteer Development and Government Affairs.

Prior to arriving in Baltimore in 1996, Martina spent 11 years at United Way of America (UWA) (AKA “United Way Worldwide”), a national association, serving in management positions helping United Ways and Fortune 500 companies nationwide and United Ways worldwide, with fundraising, marketing and community relations.  She was part a team that created the first marketing function at UWA and led its first national marketing efforts. She has a background in nonprofit management, strategic planning, marketing and training. She has authored and contributed to many national United Way publications and educational programs

Selected as one of Maryland's Top 100 Women three times, Martina is a graduate of Leadership Maryland and the Greater Baltimore Committee's Leadership Program.  She serves on the State of Maryland Health & Human Services Referral Board and chairs Strategic Planning for Peace Players International, a Washington, D.C.-based organization. She is a former president of the Alumni Society of The ÈÕ±¾Ò»¼¶Æ¬.

Martina holds a B.S. in Business Administration from the ÈÕ±¾Ò»¼¶Æ¬ where she was 2005 recipient of its Frank J. O’ Hara Award for Community Service.

James A. Kelly

James A. Kelly III is the founder of Ividix Software, Inc.  He designed and led the development of the initial product, Instructional Video Exchange.  Under his leadership the management and sales team grew by 250% in ten months.  Ividix is now an exclusive partner with many national insurance brokers, accounting firms, and other channel partners providing Risk Analytics products and services.

Prior to founding Ividix, James was employed by Arthur Andersen LLP, Plumtree Software, Inc. and LECG, LLC.  James graduated from The ÈÕ±¾Ò»¼¶Æ¬ with degrees in both Accounting and Computer Science.  While a student at The University he was active in student government and student affairs.  

Rev. Richard G. Malloy, S.J.

Rev. Richard G. Malloy, S.J., from Philadelphia, went to St. Joseph's Prep.  He attended Lafayette College in Easton, PA where he played football and lacrosse.  He then entered the Jesuit Novitiate in Wernersville, PA.  While in Jesuit formation, he spent two years teaching high school in Osorno, Chile and one year in Pastoral work in Santiago.

He earned a B.A. in Philosophy summa cum laude from Saint Louis University, and the M.Div. and the S.T.L. degrees from Weston School of Theology.  His dissertation was an ethnographic study of Puerto Rico leaders in Camden, NJ.

His book, A Faith That Frees: Catholic Matters for the 21st Century (Orbis Books 2008), examines the relationships between the practices of faith and the cultural currents and changes so rapidly occurring in our ever more technologized and globalized world.  The Catholic Press association recognized the book with a "Best Presentation of the Catholic Faith" award.  His new book, Being on Fire: the Top Ten Essentials of Catholic Faith (Orbis Books) will be available in April 2014.

In September 2010, he was missioned to The ÈÕ±¾Ò»¼¶Æ¬, where he serves as the Vice President for University Mission and Ministry, working with Campus Ministry, The Center for Service and Social Justice, The Jesuit Center, Service Learning and the International Service Program.

John Dionne

John D. Dionne is a Senior Advisor of Blackstone and was most recently a Senior Managing Director and Global Head of the Private Equity Business Development and Investor Relations Group.  He also served as a member of Blackstone's Private Equity Investment and Valuation Committees.

Before joining Blackstone, Mr. Dionne was a partner and portfolio manager for Bennett Restructuring Funds.  Prior to that, Mr. Dionne was a partner at Saugatuck Capital where he invested in middle-market buyouts and restructured troubled portfolio companies.

Early in his career he worked for Fisher Scientific International, Inc. and Price Waterhouse.

A native of New Hampshire, Mr. Dionne is a graduate of the Harvard Business School where he earned First Year Honors, and is a Magna Cum Laude graduate of The ÈÕ±¾Ò»¼¶Æ¬, where he is a past Chair of its Board of Trustees and was an honorary degree recipient in 2010.  He is a Chartered Finaicial Analyst and Certified Public Accountant.

James T. Crines

James T. Crines is Executive Vice President, Finance, and Chief Financial Officer of Zimmer Holdings, Inc., a position he has held since May 2007. Zimmer is a world leader in musculoskeletal health solutions and offers a comprehensive range of orthopedic products - knee replacement and hip replacement products, shoulder surgery products, dental implants, trauma products, spine surgery products, foot and ankle systems, and hand and wrist surgery products.

From December 2005 until April 2007, Mr. Crines served as Senior Vice President, Finance, Operations and Corporate Controller and Chief Accounting Officer.  From October 2003 to December 2005,  Mr. Crines served as Senior Vice President, Finance/Controller and Information Technology. 

From July 2001 to October 2003, Mr. Crines served as Vice President, Finance/Controller and from September 2000 to July 2001 he served as Vice President, Finance and Information Technology.

Mr. Crines served Zimmer, Inc. as Director of Finance and Logistics, Japan from May 1999 until September 2000.  Prior to joining Zimmer from its former parent, Mr. Crines served in financial management roles at American Cyanamid and as a Senior Auditor with PricewaterhouseCoopers.

Mr. Crines holds a B.S. degre in Accounting from The ÈÕ±¾Ò»¼¶Æ¬ and an M.B.A. from Rutgers University.  He is a Certified Public Accountant.

Dr. Michael Stankosky

Dr. Stankosky obtained his doctorate from George Washington University (GW) by researching organizational effectiveness.  His subsequent research focuses on how to engineer and manage a global enterprise in a knowledge-based economy.

He joined GW in 1998, and is currently a Research Professor & Professional Lecturer of Engineering Management and Systems Engineering.  There he created the theoretical constructs required for the master's and doctorate in knowledge management (KM) - a first in academia.

He is the Editor Emeritus of VINE:  The Journal of Information and Knowledge Management Systems - part of the Emerald Group Ltd.

He has published many seminal articles on KM, made numerous presentations and workshops worldwide, and consults to both the private and public sectors.  He is also a charter mamber of the New Club of Paris, dedicated to establishing international valuation and accounting standards for intellectual capital/knowledge assets.

Tom O'Brien

Tom O'Brien is a partner and co-founder of SumRidge Partners.  He earned a B.S. in Economics from The ÈÕ±¾Ò»¼¶Æ¬ in 1986 and an M.B.A. from Fordham University in 1993.  Following graduation, Tom took a job trading mortgage-backed securities on the institutional trading desk at Dean Witter.  After five years of trading, Tom was asked to run the retail mortgage desk, and was eventually promoted to head of all retail trading for Morgan Stanley Retail Capital Markets.

In 2008, Tom was named Co-Head of Morgan Stanley Smith Barney Capital Markets, where he began focusing on strategic initiatives for the firm, in addition to his daily responsibilities as head of risk for the division.  Over the course of his career at Morgan Stanley, Tom served on the firm's risk committee, as well as on Morgan Stanley Smith Barney's Management Committee.

In 2010, Tom left Morgan Stanley to start SumRidge Partners, a fixed income specialist firm and principal based market maker in investment grade and high yield corporate bonds, municipal bonds, and institutional preferred securities.

Marylyn Harris

In 2007, Marylyn Harris founded Harrland Healthcare Consulting of Houston, Texas and in 2010 she founded the nation's first and only Women Veterans Business Center, also in Houston. 

Trained as a psychiatric nurse practitioner with a Master's degree in Nursing as well as a Master's of Business Administration degree, Marilyn is also an 11-year veteran of the US Army, having served in the Gulf War in support of Operation Desert Storm.

She serves as vice chairperson of the U.S. Small Business Administration National Advisory Committee on Veterans Business Affairs.  She has received the Legion of Honor Award of the Four Chaplains Association and the Silver Medal of the Good Samaritan Foundation, and was recently named one of President Obama's Champions of charge.

 Leslie McNew                                                                                                                                               

Leslie NcNew is Managing Partner of N3Q Inc. Risk Advisory and the inventor/developer of VirtualCreditServices.com.  She has held positions at PG&E Energy Group, G.K. Risk Management, Reynolds Metals Company, FIMAT Futures USA, Morgan Stanley and Company, and Equitable Life Assurance Society. 

She has held teaching positions at the University of Dayton, Tulane University, Boston College, Virginia State University, John Tyler Community College, the University of Michigan, Virginia Polytechnic Institute, and Virginia Commonwealth University.

Tom Lynch

Tom Lynch '86, is an Executive Vice President at KDC Solar in Bedminster, N.J.  Holding a Bachelor's degree in Accounting from The ÈÕ±¾Ò»¼¶Æ¬ and an M.B.A. from Southern New Hampshire University, Tom has more than 20 years of power investment banking experience at Salomon Brothers, Goldman Sachs and Deutsch Bank.

He has also worked at AT&T and Westinghouse Financial and was an intern at Signal Capital, a company founded by Scranton alumnus Paul Montrone '62.

Robert Knowles

Robert J. Knowles, Jr., is the owner of Knowles Insurance Agency in Scranton, Pennsylvania. Knowles Insurance is a property-casualty insurance agency operating in Scranton since 1963. Mr. Knowles current responsibilities include agency management, strategic planning, sales and marketing. Mr. Knowles has extensive experience in the insurance industry with a career spanning over 30 years, working both locally and nationally.

Mr. Knowles holds a Bachelor of Science degree in Economics from the College of the Holy Cross in Worcester, Massachusetts. He is currently Vice Chairman of Northeastern Pennsylvania Health Care Foundation, director at Franklin Security Bank and Burkavage Design Associates and a member of the Performing Arts Authority.

Previous community commitments include serving as the President of the Country Club of Scranton, President of Metro Action in Scranton, President of the Waverly Community House and Vice Chairman of Mercy Health Care Partners.

Additionally, Mr. Knowles has held board positions at Scranton Preparatory School, Junior Achievement, the Scranton Chamber of Commerce and the Scranton YMCA. Mr. Knowles also served on the Alumni Board of Directors at the College of the Holy Cross and on the Board of Trustees at Keystone College.

Jim Joseph

Jim Joseph is the former President and CEO of Oneida Ltd., the #1 tabletop brand in North America and one of the leading housewares brands in the world with operations in North America, Europe, Latin America, and Asia.  The recent sale of Oneida Ltd. and its subsequent merger with Anchor-Hocking, has led to the creation of a new parent company, Everyware, Inc.  Jim has been elected to Everyware’s board of directors.

Throughout Jim’s 25-years at Oneida Ltd., he held various senior posts within the U.S. and around the world.  In the early 1990’s, Jim was appointed Managing Director of Latin America.  Based in Mexico City, Jim significantly increased Oneida’s market presence throughout Mexico and Central and South America.  Based in London nearly a decade later, Jim made similar, significant market share gains for Oneida throughout Europe.  In 2000, he was named SVP of Oneida’s Foodservice Division, a position based at Oneida’s headquarters in upstate New York.  Six years later, he was named President & CEO, a position he held until early 2012 following the sale of Oneida Ltd. to Monomoy Capital Partners.

In addition to his responsibilities at Everyware, Inc., Jim has been named the first Executive in Residence (EIR) at LeMoyne College’s newly minted School of Business.  As LeMoyne’s very first EIR, Jim will write, lecture, mentor, and create strategic alliances with major universities both regionally and around the world.  He represented LeMoyne at the 2012 International Association of Jesuit Business Schools (IAJBS) Global Forum in Barcelona, Spain.

Early in Jim’s career, he was a Presidential Fellow working for the Reagan Administration.  In addition, Jim spent the first years of his career with the Big 4 accounting firm PricewaterhouseCoopers (PWC).  Jim is a certified public accountant.

A native of Central New York, Jim firmly believes in leaving the world a better place than he found it.  In addition to a nearly 10-year stint as chairman of the finance committee at St. James Church, Jim serves/has served on boards that are important to the vibrancy of CNY:  The Everson Museum, Foodbank of CNY, Catholic Schools Counsel, the Cystic Fibrosis Foundation, and LeMoyne College.

Jim holds a Master’s Degree in Public Administration (M.P.A.) from Syracuse University’s Maxwell School of Citizenship and a Bachelor’s of Science in Accounting from LeMoyne College.

Jim and his wife Renee have lived in Cazenovia for nearly 12 years.  They have four children:  Andrew (currently a graduate student), Karlie (currently working and living in Manhattan), Sara (working and living in upstate NY) and Jamie, a sixth grader at the Cazenovia middle school.