Alumni Connections

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No ImageMichael J. De Weirdt, ’86, was promoted to senior vice president and chief risk officer of Cincinnati-based insurance company Ohio National Financial Services.


No ImageDavid L. Finkelstein, ’00, was named chief investment officer, agency and residential-mortgage backed security, at New York–based real estate investment trust Annaly Capital Management, Inc. He is also a member of the operating committee. He joined Annaly in 2013 from the Federal Reserve Bank of New York.


No ImageMartin McDermut, ’75, was appointed vice president and CFO of Santa Clara, California-based semiconductor company Applied Micro Circuits Corp. He was most recently senior vice president, finance and CFO of Camarillo, California-based Vitesse Semiconductor Corp.

No ImageDaniel J. Morissette, ’93, was named senior executive vice president and CFO of San Francisco–based Dignity Health. He most recently served as CFO of Stanford Health Care in Palo Alto, California.


No ImageDmitry N. Ananiev, ’06 (EXP-11), was appointed chairman of the management board of Moscow-based bank Promsvyazbank.

No ImageMichael M. Keane, ’84, chairman of US-based holding company Group 42 Inc., was appointed to the board of directors of Houston-based energy company VAALCO Energy Inc. and named vice chairman under an agreement with Group 42 and other VAALCO stockholders, according to a news release. He was also appointed to the nominating and corporate governance and compensation committees.

No ImageLyle Logan, ’89, was appointed as an independent member to the board of directors of Chicago-based executive search and consulting firm Heidrick & Struggles. Logan serves as executive vice president and managing director of the Global Financial Institutions Group for Chicago-based financial services firm Northern Trust Corp.

No ImageCharles I. Plosser, MBA ’72, PhD ’76, was named to the board of governors of the Financial Industry Regulatory Authority (FINRA), the largest independent regulator for all securities firms doing business in the US. He is the former president and CEO of the Philadelphia Federal Reserve Bank.


No ImageSteve F. Campbell, ’99, head of credit strategy at New York–based real estate investment trust Annaly Capital Management Inc., was named to the operating committee, the company’s firm-wide management team.

No ImageBret Carroll, ’03, joined Irvine, California-based commercial bank Opus Bank as managing director, head of technology investment banking, within the bank’s merchant banking division. Carroll was most recently a cofounder of Arrowroot Advisors LLC, a Los Angeles–based technology-focused investment bank.

No ImagePeter J. Dancy, ’94, was promoted to head of middle market lending at New York–based real estate investment trust Annaly Capital Management Inc. Prior to joining Annaly in 2010, Dancy was managing director and head of US Sponsor Coverage for Bank of Ireland.

No ImageMario Farren, ’87, was appointed general manager and director of Citibank Peru. He has been with the global bank for more than 24 years, starting in 1991 in Chile as a relationship manager.

No ImagePeter S. Fox-Penner, PhD, ’89, joined the Boston University Questrom School of Business as professor of the practice. He will lead initiatives to expand the school’s education programs in the field of sustainability, including the creation of a university-wide Institute for Sustainable Energy, according to a university news release.

No ImageOn the heels of a local vote that renewed a tax supporting arts and culture, Karen Gahl-Mills, ’03, executive director of Cuyahoga Arts and Culture, told the website that it "speaks to the power and strength of the cultural institutions in our community." The Cuyahoga Arts and Culture is the public funder for arts and culture in Cuyahoga County, Ohio.

No ImageAndrew E. Jones, ’90, will serve as managing director of the Maryland Venture Fund within the Maryland Technology Development Corporation, an independent entity that makes early-stage investments and manages private capital for angel and venture capital funds.

No Image“It struck me that another approach could be to listen to the client and execute, not worry about when the deal happens,” said Mary Josephs, ’89, founder and CEO of Chicago-based independent investment advisory firm Verit Advisors LLC, in Mergers & Acquisitions magazine. She was selected as one of the 25 most influential women in mid-market M&A in the magazine’s inaugural list.

No Image“My time at Booth exposed me to different perspectives and outlooks alongside process and efficiency; my work is easier because of my education,” said Asif Khan, ’03, in an article on the CBS Chicago website. He is the founder and CEO of Caremerge, a healthcare coordination and communication platform with offices in Chicago and San Francisco.

No ImagePimco Total Return Fund, the largest bond mutual fund, outperformed 89 percent of peers in the calendar year 2015, according to BloombergBusiness. Mark R. Kiesel, ’96, CIO of global credit and a managing director in the Newport Beach office, is one of three co-managers of the fund.

No ImageQuintin Lai, PhD ’02, was appointed vice president, corporate development, strategy and investor relations at Exton, Pennsylvania-based West Pharmaceutical Services Inc., a manufacturer of packaging components and delivery systems for injectable drugs and healthcare products.  

No ImageAfter a 10-year career at GE Capital Asia Pacific, Alfred Leung, ’05 (AXP-4), joined Hong Kong–based financial services firm Sun Hung Kai & Co. Limited to focus on special situations opportunities in Asia.  


No ImageRichard Marshak, ’00, was named a consultant and development head at Mount Tam Biotechnologies Inc., a Novato, California-based biopharmaceutical company focused on autoimmune diseases.


No ImageAndrei Movchan, ’03 (EXP-8), senior associate and director of the economic policy program at the Carnegie Moscow Center, penned a column, “What will happen to the Russian Economy in 2016?”


No ImageMicrosoft Corp. CEO Satya Nadella, ’97, was one of 23 guests invited to sit near first lady Michelle Obama at the 2016 State of the Union address. Nadella’s initiatives to expand computer science education and Microsoft’s extended paid leave benefits for new mothers align with two of President Obama’s priorities, according to an article on the CNN Money website.


No ImageDaniel K. Sabol, ’92, was named senior vice president and senior relationship manager at Bank of America Merrill Lynch, according to the CPA Practice Advisor website.


No ImageLyndon A. Taylor, ’99, was named head of the Chicago office of executive search and consulting firm Heidrick & Struggles.


No ImageJacob Thomas, ’97, was appointed president of the Engine Mobile Filtration Group for Franklin, Tennessee-based filtration company CLARCOR Inc.


No Image“Breaking Your Industry's Bottlenecks,” by Eileen Weisenbach Keller, ’92, was published in the July-August 2015 edition of Harvard Business Review. Weisenbach Keller is associate professor of marketing at Northern Kentucky University, where she specializes in marketing and development of entrepreneurial and start-up organizations.

No ImageRyan J. Jackson, ’15, was promoted to vice president of Charlotte, North Carolina–based middle-market investment bank BlackArch Partners.


No ImageChicago-based Gerchen Keller Capital, cofounded by Ashley C. Keller, MBA ’07, JD ’07, is the largest firm of its kind in the world, according to an article in Crain’s Chicago Business. The firm, which finances litigation in exchange for a cut of the resulting judgment or settlement, grew from $100 million to $1.4 billion in assets under management, according to the article. Keller is managing director.  


No ImageAnthony Gibbs, ’08 (XP-77), recently joined New York–based professional services firm Alvarez and Marsal, LLP as a senior director in the financial industry advisory services group. His specific area of focus is Consumer Financial Protection Bureau-related rules, supervision, and enforcement activities.


No ImageMatthew Konkle, ’06, was named managing director, technology and business services practice leader at Boston-based G2 Capital Advisors, which provides investment banking and advisory services to middle market institutional investors and companies.


No ImageStephanie Klein, ’15 (XP-84), was appointed president of Irvine, Texas-based Balance Credit, an online provider of unsecured personal loans and credit services, at online lender SunUp Financial LLC. Klein will also serve as CEO of Chorus Credit LLC, slated to launch in 2016 out of Chicago, offering a variety of technology-driven online credit solutions.


No ImageAmar Rathor, ’13 (AXP-12), was appointed head of SC Studios San Francisco, Standard Chartered Bank’s technology and innovation office. Rathor joined London-based Standard Chartered in 2006 and has since held roles in client coverage and banking transformation, according to a news release.


No ImageArthur J. Rohde, III, ’10, was promoted to partner at Thoma Bravo LLC, a private equity investment firm. He joined the firm in 2010, and the firm has offices in Chicago and San Francisco.


No ImageJason Sowers, ’06, was promoted to partner at Chicago-based private equity firm Winona Capital Management. He joined the firm in 2008.


No ImageNicholas Stone, ’13 (XP-82), was promoted to principal at Cyprium Partners, a private equity firm focused on non-control investments with offices in Cleveland, New York and Chicago. He is based out of the company’s Chicago office.