Advisory Board

Mr. Advani is the Managing Director of the private equity firm Hellman & Friedman, where he focuses on the Software sector. Before that he held several senior leadership roles at IBM, including General Manager of Commerce, General Manager of the Cloud and Smarter Infrastructure division, and the also led IBM’s predictive analytics business.   

From 2005 to 2009, Deepak was the Chief Marketing Officer and SVP of eCommerce for Lenovo. Before joining Lenovo, Deepak worked at IBM for 13 years where he held several global executive positions.

Deepak has an M.B.A. from the Wharton School of Business. He has an M.S. in Computer Engineering from Wright State University. He has a B.S. in Computer Science from Michigan State University.   He serves on the board of Renaissance Learning and OpenLink.   He also holds three patents in the software space.

Mr. Berger is the co-founder, Chief Executive and Chief Investment Officer of Birch Grove Capital. Mr. Berger is Chairman of the firm’s Investment Committee and a member of the Risk Committee. Prior to founding Birch Grove, he was the President and CIO of Stone Tower Capital LLC, a $17 billion alternative credit asset management firm, where he was directly responsible for overseeing all investment activities including $2 billion in credit hedge funds and chaired the firm’s investment committees. At Stone Tower, he managed 73 employees internationally, including an experienced team of 24 investment professionals. Prior to that, Mr. Berger was a co-founder and partner of Pegasus Capital Advisors L.P., a special situations private-equity fund managing over $1.1 billion. He was responsible for developing and managing Pegasus’ investments in the public security markets and highly structured security investments. Prior to that, he was a vice president in the High-Yield and Distressed Securities Group at UBS Securities LLC, a principal at Rosecliff, Inc., a middle-market private equity fund, and an associate in the Leveraged Finance Group at Salomon Brothers Inc. Mr. Berger holds a B.S. in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania.

Randi Brosterman Hutchens is a retired Strategy and Operations Principal (equity owner/ partner) from Deloitte Consulting (active until 2014).  Randi is now an independent consultant, and executive coach focused on leadership development.  She specializes in coaching senior executives, as well as mentoring young professionals. 

Randi spent 26 years in Deloitte Consulting’s Financial Services Industry (FSI) practice, working with financial institutions in banking, securities, investment management, insurance, and credit ratings. Her main focus at Deloitte was helping clients to achieve Service Operations Excellence: strategy execution, business process improvement, and technology implementation.

Randi held a number of leadership roles within Deloitte, including leading Deloitte’s mid-market Consulting FSI practice, Deloitte Consulting’s risk management initiative within the Securities Industry, as well as various leadership roles within Deloitte’s Women’s Initiative and Deloitte’s Parents Community. In her leadership roles, Randi focused on attracting, retaining and developing top talent at Deloitte, and fostering an environment of inclusion that develops skills in networking, mentoring, work/life balance, and leadership development.

Prior to Deloitte, Randi was an Assistant Vice President with Citigroup in the North American Investment Banking Division designing and implementing securities processing systems.

Randi is a member of the board of directors, as well as a member of the executive committee of the board, of BioBridge Global, a San Antonio based nonprofit company that oversees and supports the South Texas Blood & Tissue Center, QualTex Laboratories, GenCure, and The Blood and Tissue Center Foundation.  Randi is a member of the board of directors of Rapamycin Holdings, Inc., a San Antonio based for-profit company that is developing and commercializing a patented oral formulation of the drug Rapamycin for the prevention of cancer progression and recurrence.

Randi is a member of the board of directors of the Forté Foundation, a non-profit consortium of leading companies and top business schools working together to launch women into fulfilling, significant careers through access to business education, opportunities, and a community of successful women.

Randi is a member of the Wharton Leadership Advisory Board, which provides support and advice to the Wharton School’s McNulty Leadership Program.

Randi spent 10 years as a member of the community board of the United Way of Northern Westchester, and was president of that organization for two years. Randi also served on the United Way of Westchester and Putnam de Tocqueville Steering Committee.

Randi has been a long-time member of the Financial Women’s Association, and is a mentor to women professionals engaged in the FWA’s Pacesetters leadership program.  Randi has joined the Million Women Mentors, an organization focused on mentoring women and girls to pursue careers in the STEM professions.

Randi holds an MBA in Finance/Marketing and a BS in Economics, both from The Wharton School, University of Pennsylvania. Randi is married and has 2 children who are currently in college.

Roger W. Crandall is President and Chief Executive Officer of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Mass. Prior to being named President and CEO on January 1, 2010, Mr. Crandall served as President and Chief Operating Officer.

Mr. Crandall first joined MassMutual in 1988, and spent the first 12 years of his career in the company’s Investment Management Department. In 2000, he joined Babson Capital Management LLC, a MassMutual subsidiary. In 2002, he was named Managing Director at Babson Capital and head of the company’s Corporate Bond Management, Public Bond Trading and Institutional Fixed Income units. In this role, he was responsible for overseeing all corporate credit related investments, including public and private bonds, bank loans, European bank loans, mezzanine and private equity investments, and structured credit products.

In June 2005, Mr. Crandall was appointed Chairman of Babson Capital and Executive Vice President and Chief Investment Officer of MassMutual. He was appointed Co-Chief Operating Officer of MassMutual in June 2007. In this role he was accountable for Babson Capital and two other MassMutual subsidiaries – Cornerstone Real Estate Advisers LLC and Baring Asset Management Limited – as well as MassMutual’s Retirement Services, Retirement Income and Financial Products businesses. Mr. Crandall was named President and Chief Operating Officer in December 2008, at which point he joined the Board of Directors and also gained oversight of MassMutual’s domestic insurance business – which includes the company’s core product, whole life insurance – Enterprise Technology Organization and MassMutual International LLC.

Mr. Crandall, a Chartered Financial Analyst (CFA), is a graduate of the University of Vermont with a bachelor’s degree in Economics. He earned his MBA from the Wharton School at the University of Pennsylvania.

Bill is founder and General Partner of Alta Communications and Marion Equity Partners, Massachusetts-based venture capital firms. He founded Alta’s predecessor firm, Burr, Egan, Deleage & Co. in 1979, and has identified and backed several of America’s leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. He began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation.

He is past President and Chairman of the National Venture Capital Association, a former trustee of Fairfield University and the University of Pennsylvania and a former member of the Board of Overseers of The Wharton School.

Bill received a degree in Economics from Fairfield University and an MBA from The Wharton School.

Mr. Gorsky is the CEO and Worldwide Chairman of Johnson & Johnson. Prior to this he was Vice Chairman of Johnson & Johnson’s Medical Devices and Diagnostics Group and a member of the Company’s Executive Committee.

Alex began his Johnson & Johnson career as a sales representative with Janssen Pharmaceutica in 1988. Over the next 15 years, he advanced through positions of increasing responsibility in sales, marketing and management and, in 2001, was appointed President of Janssen. In 2003, he was promoted to Company Group Chairman of Johnson & Johnson’s pharmaceutical business in Europe, the Middle East and Africa. Alex left Johnson & Johnson in 2004 to serve as the chief operating officer for Novartis Pharmaceuticals Corporation. In 2005, he was named head of Pharma North America and Chief Executive Officer for Novartis.

Alex returned to Johnson & Johnson in 2008 as Company Group Chairman and Worldwide Franchise Chairman for Ethicon. At that time, he also was appointed to the Surgical Care Group Operating Committee. In early 2009, he was appointed Worldwide Chairman of the Surgical Care Group and also was appointed to the Johnson & Johnson Executive Committee.

Alex holds a Bachelor of Science degree from the U.S. Military Academy at West Point, N.Y., and spent six years in the U.S. Army, finishing his military career with the rank of Captain. Alex earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania in 1996.

A longtime advocate of diversity and inclusion, Alex was named the 2009 Mentor of the Year by the Healthcare Businesswomen’s Association, an organization he has been involved with for many years. During his tenure with Novartis, he established the Novartis CEO Award for Diversity and Inclusion. Currently, he is the Executive Sponsor of the Johnson & Johnson Women’s Leadership Initiative.

Alex serves on the board of directors of the Doylestown Hospital in Doylestown, PA. He and his wife, Pat, have a son, Nicholas.

David Hess (W’97) is a partner at Centerview Partners, one of the largest independent advisory firms. David is a member of the technology investment banking team, where he advises large corporate clients on mergers, acquisitions and other strategic activity. Prior to joining Centerview in 2011, David held positions at Goldman Sachs and Schroder & Co.

In addition to his role as a member of the Leadership Advisory Board, David is President of the Board of Trustees of the Abraham Joshua Heschel School, one of the largest Jewish Day Schools in New York; a Board member and Chairman of the Investment Committee of the Local Initiatives Support Corporation; and a member of the Council on Foreign Relations.

David lives in Manhattan with his wife, Diane (C’97), and their three children.

Linda Johnson is President and CEO of Brooklyn Public Library (BPL). As President and CEO, she oversees the operations, finances, and programs of the 60-branch system, which serves more than 2.5 million residents. Linda is focused on building BPL’s brand, presence, and position in the community, on creating strategies to identify and engage diverse constituencies, and on collaborating with community organizations to expand services while improving library operations. Prior to being named the President of BPL, Linda was Interim President and CEO of the National Constitution Center, where she was responsible for reorganizing, streamlining, and stabilizing the institution on a transitional basis after the unexpected departure of two previous CEOs. Before her appointment to the National Constitution Center, Linda was CEO of the Free Library of Philadelphia Foundation, where she led a capital campaign to finance renovations of the Library’s main branch. She oversaw the Library’s annual giving campaigns and was responsible for the One Book, One Philadelphia program and the Free Library Festival. Before moving into non-profit work, Linda spent the majority of her business career in the private sector, first as an attorney. She made a departure from law practice in 1990 to join JCI Data, a database management provider for magazines and direct marketers. Linda led several divisions of that company, including customer services and sales. She was named President of Worlco Data Systems (a JCI affiliate) in 1993 and became President of JCI in 1994. Linda is also Charter Trustee of Hamilton College, Chair of the Board of Sing for Hope, and Trustee of the Curtis Institute of Music. She is also Advisory Director on the Board of the Metropolitan Opera. Linda holds an MBA from Wharton (WEMBA), a JD from Suffolk University, and a BA from Hamilton College.

Rodrigo Jordán is founding director of Vertical in Chile, an organization devoted to using the mountains as classroom for groups ranging from company mangers to school children. He also directs Fundación Vertical, the non-for-profit arm of Vertical to serve the underprivileged students of the poorest schools in Chile.

Rodrigo is an accomplished mountaineer that has climbed throughout the Andes, summited Mt. Everest by the difficult east face in 1992, and led a Chilean team in 1996 in a successful ascent of K2. In 2002, he led a four-person team in an unsupported 250-mile traverse, much of it unexplored, of the Ellsworth Mountains in Antarctica. In 2006, he led a national team of 15 members to the summit of Lhotse, the world’s fourth highest mountain.

He received his doctorate in organizational administration from Oxford University, and he teaches Leadership and Decision Making in the MBA program of the Universidad Católica de Chile.  Rodrigo was chosen to be the present chairman of the Chilean National Foundation for the Overcoming of Poverty, the most important NGO dealing with Poverty and Social Development today in Chile.

Eric Lane is the President and Chief Operating Officer at Tiger Global Management. Previously he was the global co-head of the Investment Management Division (IMD) at Goldman Sachs and the Chief Operating Officer of IMD, where he had oversight for the Private Wealth Management, Alternatives, Capital Markets and Goldman Sachs Asset Management Distribution businesses. Eric serves on the Management Committee and the Firmwide Client and Business Standards Committee (CBSC). He is also a member of the IMD
CBSC and the Petershill Committee.

Eric serves on the Board of Trustees of The Mount Sinai Medical Center, the Board of Trustees of The Chapin School and the Board of Directors of 92nd Street Y. Eric earned a BSE from the University of Pennsylvania.

William P. Lauder is Executive Chairman of The Estée Lauder Companies Inc., a global leader in prestige beauty.

Since joining the Company in 1986, Mr. Lauder has been instrumental in expanding the Company’s brand portfolio, distribution channels and international presence. Under his leadership, the Company pioneered its online business, developed successful new brands, such as Origins, and acquired pioneering brands, such as Aveda, Bobbi Brown, M∙A∙C, and Smashbox. Mr. Lauder was Chief Executive Officer of the Company from March 2008 through June 2009 and President and Chief Executive Officer from July 2004 through February 2008. From January 2003 through June 2004, he was Chief Operating Officer.

Mr. Lauder is a member of the Boards of Trustees of the University of Pennsylvania and an Emeritus Trustee on The Trinity School Board in New York City, his alma maters. He also serves as Chairman of the Board for the Fresh Air Fund and as Co-Chairman of the Board of the Breast Cancer Research Foundation. Mr. Lauder’s additional board memberships include The 92nd Street Y, The Kailash Satyarthi Children’s Foundation and Zelnick Media.

In 2012, Mr. Lauder was appointed to the faculty of The Wharton School of the University of Pennsylvania, where he teaches “Decision Making in the Leadership Chair,” a course he designed for second-year MBA students. He is the son of Mr. Leonard A. Lauder and Mrs. Evelyn H. Lauder, and the grandson of the Company’s founder, Mrs. Estée Lauder.

Barry  Lipman is an attorney adviser and was senior partner from 1980 – 1998 at Goldfarb & Lipman, a law firm specializing in real estate. His nonprofit board experience includes being a trustee of the Hamlin School from 1993-2002, Homeless Prenatal Program from 2005 – present, San Francisco University High School from 2003-2009, and the SF Zoological Society from 1995- 2011. He received his J.D. from UC Hastings, and his B.S. from the Wharton School at the University of Pennsylvania.

For more than 25 years, Barry Lipman (along with his wife, Marie), has served his San Francisco community as a philanthropist, board member, and a volunteer deeply involved in the social sector for more than 25 years. With sweat equity and strategic leadership they both have contributed directly to the sustainable growth of several nonprofits in the Bay Area. The Homeless Prenatal Program, San Francisco Zoological Society, and San Francisco Ballet are just three groups benefitting from the Lipmans’ generous support.

A commitment to the greater social good is what led Barry, W’70, and Marie to create the Lipman Family Prize. The global nature of the prize and its focus on knowledge dissemination align perfectly with the institutional assets and goals of the University of Pennsylvania.

Vik Malhotra is the Chairman of the Americas and a Senior Partner at
McKinsey & Company.  He is a member of the Firm’s Board of Directors (where he Chairs the Governance & Risk Committee), leads our Firm’s Senior Partner Review Committee, and serves as Chairman of the McKinsey Investment Office (MIO).  In the past, Vik has led McKinsey’s Northeast Office (New York, Boston, Stamford) the East Coast Financial Institutions Practice, North American Life Insurance Practice, the North American Personal Financial Services Practice, and co-led the Emerging Markets Financial Institutions Practice. 

Vik joined the Firm in 1986 and has spent his career in the New York Office.  During his time at McKinsey, Vik Malhotra’s consulting experience has covered a broad range of assignments on corporate strategy, business unit strategy, growth strategies, performance transformation, organizational design, operational improvement, and business process offshoring. 

Vik is also active with major non-profits outside McKinsey.  He currently serves as the Chairman of the Wharton Graduate Board (University of Pennsylvania).  He is also a Trustee of The New York City Partnership and a Trustee Emeriti of the Asia Society. 

Before joining McKinsey, Vik Malhotra graduated from the Wharton School, University of Pennsylvania.  Prior to receiving his MBA he worked at the accounting firm of Ernst & Whinney in London, England.  Vik Malhotra received his undergraduate degree in economics from the London School of Economics in 1980.

F. William McNabb III is  the former president and chief executive officer of Vanguard, and the current chairman of the board of directors and the Vanguard funds’ board of trustees. Mr. McNabb has been with Vanguard since 1986, serving in several senior management roles and leading each of the Vanguard client-facing business divisions. In 2008, he was elected president and director of Vanguard by the board of directors and succeeded John J. Brennan as chief executive officer. He assumed chairmanship of the board of directors and the board of trustees on December 31, 2009.

Before his election as president, Mr. McNabb was managing director of Vanguard Institutional Investor Group and oversaw Vanguard’s institutional and international businesses. He held that position since 2006 and was a managing director since 1995. Mr. McNabb is active in the investment management industry, having testified before the U.S. Department of Labor as well as the U.S. House of Representatives. He is also a member of the board of directors of the Zoological Society of Philadelphia.

Mr. McNabb earned an A.B. at Dartmouth College and an M.B.A. at The Wharton School of the University of Pennsylvania.

Anne Welsh McNulty (WG’79) is the co-founder and managing partner of JBK Partners, with businesses including investment management and a private philanthropic foundation which is focused on leadership development and social change. Before starting JBK Partners, she was a Managing Director of Goldman Sachs and a senior executive of the Goldman Sachs Hedge Fund Strategies Group. Before starting JBK Partners, she was a Managing Director of Goldman Sachs and a senior executive of the Goldman Sachs Hedge Fund Strategies Group.

Under her leadership, the McNulty Foundation has established several initiatives that support individuals who strive to make a difference in the world in reaching their greatest potential. The McNulty Prize was set up in memory of her husband John to recognize the extraordinary success of young global leaders solving some of the world’s most intractable societal and environmental challenges. The McNulty Scholars programs at St. Joseph’s University and Hunter College propel young women towards leadership roles in fields related to math and science. Anne has also spurred the creation of an Institute for Women’s Leadership at Villanova University that will be launching in 2017.

In addition, she is a current member of the Board of Overseers at the Wharton School, a member of the Wharton Leadership Advisory Board, and a past member of the Undergraduate Executive Board. In addition to her leadership engagements at Wharton, Anne serves as a trustee of the Aspen Institute and the Naples Children & Education Foundation. She is a member of the Advisory Council for Harvard Kennedy School’s Mossavar-Rahmani Center for Business & Government, and a member of the Board of Directors for the Child Mind Institute in New York, and the National Museum of American Jewish History in Philadelphia.  She is a former Trustee at Villanova University, where she was valedictorian of her class.

Anne earned her MBA in Finance & Insurance from the Wharton School at the University of Pennsylvania after graduating from Villanova. She maintains strong connections with her alma maters and continues to serve as a role model to aspiring women leaders. Anne resides in Manhattan with her and John’s three children; Johnny, Brynne, and Kevin, all proud graduates of the University of Pennsylvania.

Aaron Miller is a Partner in Apollo’s Private Equity business and Head of Apollo Portfolio Performance Solutions (APPS), where he oversees efforts to support its deal teams and the management of its funds’ portfolio companies to drive more successful investment outcomes and build stronger companies. Prior to joining Apollo in 2019, Aaron was Chief Operating Officer of Catalina Marketing, where he was responsible for Innovation & Customer Delivery, which included Product, Technology, Analytics, Operations and Solutions in Europe, Japan and the US. Previously, he served as Operating Director at Berkshire Partners and was a Partner with Bain & Company where he held various leadership roles before that. Earlier in his career, Aaron also held key product and operations leadership roles with General Mills and Cereal Partners Worldwide, a joint venture between General Mills and Nestle, in the US and Latin America.

Aaron serves on the boards of Avaya and Bellwether Education Partners. He received his MBA from Wharton and his BS in Chemical Engineering from Northwestern University and is fluent in both Spanish and Portuguese.

John Popp is a Managing Director of Credit Suisse in the Alternative
Investments business within the Asset Management division, based
in New York. As the head of the Leveraged Investments Group in
Alternative Investments., he served as a member on the Managing
Director Evaluation Committee (MDEC) during 2005, and from 2007- 2009.

John joined Credit Suisse First Boston Asset Management in November 2000 through the merger with Donaldson, Lufkin & Jenrette, where he served in a similar capacity. Prior to that, he worked at First Dominion Capital, LLC as a Founding Partner, Chief Operating Officer and Head of
Asset Management.

Previously, John worked simultaneously at Indosuez Capital as a Managing Director, at Indosuez Capital Asset Advisors, Inc. as President and at 1211 Investors as President. Before Indosuez, he worked at Kidder Peabody  & Co., Inc. as a Senior Vice President in the corporate finance team, and before that worked at Drexel Burnham Lambert as a Vice President in mergers and acquisitions.

John holds a BA in History from Pomona College and an MBA in Finance and Marketing from The Wharton School of the University of Pennsylvania. John is a council member of The Brookings Institution and a member of The Juilliard School Council.

Dave Pottruck is the Co-Chairman of HighTower, a $14 billion nationwide wealth management firm. Mr. Pottruck was formerly President and Chief Executive Officer of The Charles Schwab Corporation, where he worked from 1984 until 2004.

In addition to HighTower, Mr. Pottruck serves on the Board of Directors of the Intel Corporation, and the U.S. Ski and Snowboard Team Foundation. Mr. Pottruck also serves Senior Advisor to Diamond Management and Technology Consultants, and serves as a Senior Fellow and adjunct faculty in the Wharton Center for Leadership and Change Management. Mr. Pottruck was formerly a Trustee of the University of Pennsylvania and Chair of the San Francisco Committee on Jobs.

Mr. Pottruck has received significant recognition by various organizations. He has been named one of the “Top 15 CEOs” by Worth; “CEO of the Year” by Information Week, “Executive of the Year” by The San Francisco Business Times; and “CEO of the Year” by Morningstar. Mr. Pottruck also received the Anti-Defamation League’s 2000 Torch of Liberty Award.

Mr. Pottruck co-authored a “best seller” business book, Clicks and Mortar: Passion Driven Growth in an Internet Driven World. He was appointed by Congress and then President Clinton to serve as a commissioner on The Advisory Commission on Electronic Commerce.

Mr. Pottruck graduated with a BA from the University of Pennsylvania in 1970, and earned his MBA with honors from Wharton in 1972. A native of New York, Mr. Pottruck and his wife, Emily, reside in San Francisco. He is the father of three adult children.

Serhan Secmen is a Senior Managing Director and Head of Global CLO Platform at Napier Park Global Capital. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors in February 2013. Prior to joining Citi Capital Advisors in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing. During his tenure at Napier Park, Serhan has assisted in the development of multiple proprietary analytics systems and has been influential in the various strategies and methodologies for analyzing CLOs and other structured products.

Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody’s, S&P, and Fitch Ratings. He frequently appears as a speaker at multiple industry conferences and panels. Serhan holds an MBA degree from Wharton School of Business, an MS degree from Texas A&M University, and a BS degree from Bogazici University in Turkey.

As president & co-founder, Neha has been instrumental in evolving GEP from its inception into a recognized worldwide leader in digital supply chain and procurement transformation. A purpose-driven entrepreneur and executive, Neha guides the company’s growth initiatives by building and managing strategic, C-level relationships with clients and leading complex transformation engagements. She is also the key driver of GEP’s sustainability, DEI, and social initiatives strategies.

Among her recent recognitions, Neha received the ISM Women & Leadership Diamond Award and TiE Entrepreneur of the Year award. She was recently named a member of the 2022 Class of Henry Crown Fellows within the Aspen Global Leadership Network at the Aspen Institute. Neha is also a board member of Pratham USA, a leading global education nonprofit, and an advisory board member of Sakhi for South Asian Women — an organization supporting survivors of gender-based violence.

Neha earned a Bachelor of Arts in international relations from the University of Pennsylvania College of Arts & Sciences, as well as a Bachelor of Science in economics and an MBA in entrepreneurial management from The Wharton School of the University of Pennsylvania, all with the highest honors and distinctions.

Neha lives in Princeton, New Jersey, with her husband, Dr. Shalin Shah, and their three children.

Mark Turner, WG01, is the former Executive Chairman, President, and CEO of WSFS Bank. In addition to his service on our Advisory Board, Mark currently serves on the Board of ChristianaCare, a network of private, non-profit hospitals providing health care services to Delaware, Pennsylvania, Maryland and New Jersey.

Mark was appointed president and CEO of WSFS in April 2007 and served as a member of the executive leadership team for more than two decades. During his time at WSFS, customers repeatedly selected it as the “top workplace” and a “top bank” in Delaware and Southeastern Pennsylvania.

Grace is the Founder and Managing Director at Grace Global Capital LLC, a consulting firm providing M&A financial advisory, restructuring, and valuation to insurance executives, boards and financial regulators since 2006. Throughout her career, Grace has delivered advisory expertise on over $5 billion of insurance transactions.

She earned an MBA in Finance from The Wharton School at the University of Pennsylvania in 1994 and a BBA in Accounting from Pace University in 1985. Before attending The Wharton School, she was an auditor for six years in the financial services industry at Ernst & Young and Grant Thornton. She is a Certified Public Accountant. Grace is also board member of SBLI USA and M Financial Group.

Grace has climbed Mount Kilimanjaro, Annapurna, the Himalayan in Bhutan and Everest Base Camp. She is also a licensed sailor. Grace has been featured in two books: “Be Happy at Work, 100 Women Who Love their Jobs and Why” by Joanne Gordon and “Doing it Ourselves: Success Stories of African American Women in Business” by Donna Ballard.