The Wharton Center for Leadership and Change Management established the Wharton Leadership Advisory Board in 2004.
It provides an essential link between the Wharton community and the foremost leaders in business, public service, government, entertainment, and sports. The board’s mission is to provide support and advice on evolving and expanding the Leadership Center’s and Wharton School’s leadership initiatives, to identify long-term directions and objectives for the initiatives, and to assist in securing financial support for the initiatives.
Deepak Advani, WG’98
Managing Director, Hellman & Friedman
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.
The Anchor and Global Markets Editor for Fox Business Network
Maria Bartiromo joined FOX Business Network (FBN) as Global Markets Editor in January 2014. She is the anchor of Mornings with Maria on FBN (6-9 AM/ET) and anchors Sunday Morning Futures, the most watched Sunday morning program on cable (10 AM/ET) on FOX News Channel (FNC). In April 2017, Bartiromo was named the new anchor for FBN’s weekly primetime investing program Wall Street Week (Fridays at 8 PM/ET).
In November 2015, Bartiromo, along with FBN’s Neil Cavuto, moderated the network’s inaugural Republican presidential primary debate. According to Nielsen data, the debate delivered 13.5 million total viewers and 3.7 million in the key 25-54 demo, making it the highest-rated program in network history. In January 2016, both Bartiromo and Cavuto reprised their role as debate moderators, delivering 11 million total viewers with 3 million in the key 25-54 demo, making it the second highest-rated program in network history according to Nielsen Media Research.
Bartiromo has covered business and the economy for more than 25 years and was one of the building blocks of business cable network CNBC. During her 20-year tenure as the face of CNBC, she launched the network’s morning program, Squawk Box; anchored The Closing Bell with Maria Bartiromo; and was the anchor and managing editor of the nationally syndicated On the Money with Maria Bartiromo, formerly The Wall Street Journal Report with Maria Bartiromo.
Bartiromo has been a pioneer in her industry. In 1995, she became the first journalist to report live from the floor of the New York Stock Exchange on a daily basis. She joined CNBC in 1993 after five years as a producer, writer and assignment editor with CNN Business News, where she wrote and produced some of CNN’s top business programs.
She has received numerous prestigious awards, including two Emmys and a Gracie Award. Her first Emmy was for her 2008 News and Documentary coverage of the 2007-2008 financial collapse and her “Bailout Talks Collapse” coverage was broadcast on NBC Nightly News. She later won a second Emmy for her 2009 documentary, “Inside the Mind of Google,” which aired globally on CNBC. Bartiromo won a Gracie Award for “Greenspan: Power, Money & the American Dream,” also broadcast globally on CNBC.
In 2009, the Financial Times named her one of the “50 Faces That Shaped the Decade,” and she was the first female journalist to be inducted into the Cable Hall of Fame Class of 2011. In 2016 she was inducted by the Library of American Broadcasting as one of its Giants of Broadcasting & Electronic Arts. Bartiromo is the author of several books, including The Weekend That Changed Wall Street, published by Portfolio / Penguin, and The 10 Laws of Enduring Success, published by Random House; both were released in 2010.
Bartiromo has written weekly columns for Business Week and Milano Finanza magazines; as well as monthly columns for USA Today, and Individual Investor, Ticker and Reader’s Digest magazines. She has been published in the Financial Times, Newsweek, Town and Country, Registered Rep and the New York Post.
Bartiromo is a member of the Board of Trustees of New York University, the Council on Foreign Relations, the Economic Club of New York and the Board of Directors of The National Italian American Foundation (NIAF).
She graduated from New York University, where she studied journalism and economics. She also served as an adjunct professor at NYU Stern School of Business for the fall semesters of 2010 through 2013.
Grant G. Behrman, WG’77
Co-Founder, Managing Partner, Behrman Capital
Grant Behrman is a founding Partner of Behrman Capital, a middle market private equity firm. He is actively involved in managing the Firm’s investments and over time has served on the boards of numerous portfolio companies in the Defense & Aerospace, Health Care Services and Specialty Manufacturing & Distribution areas. Previously, Mr. Behrman was a founding member of Morgan Stanley’s principal investment activities where he worked from 1981 to 1991. From 1977 to 1981, Grant was a consultant with the Boston Consulting Group. An avid recreational runner, he has completed numerous marathons including the New York City, Boston and Comrades Ultra Marathon in South Africa.
Grant received his MBA with distinction from the Wharton School University of Pennsylvania (1977) and his BCom from the University of Witwatersrand (1973).
Jonathan I. Berger, W’91
Co-founder, Chief Executive and Chief Investment Officer, Birch Grove Capital
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, W’81, WG’88
Principal (Retired) Deloitte Consulting LLP
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, WG’02
Chairman and Chief Executive Officer, Massachusetts Mutual Life Insurance Company
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.
Brig. Gen. Peter M. Dawkins, USA (Ret.)
Former Vice Chairman, Citigroup Private Bank
A 1959 graduate of West Point, Pete served for 24 years in the U.S. Army. During his military career, he commanded a company in the 82nd Airborne Division, led a battalion in Korea, taught at West Point, was a White House Fellow, and served as Military Assistant to the Deputy Secretary of Defense. After serving in Korea, he commanded the 3rd Brigade of the 101st Airborne Division, and was promoted to Brigadier General in 1981.
Pete holds numerous military awards and decorations, including the Distinguished Service Medal, the Legion of Merit with Oak Leaf Cluster, the Bronze Star for Valor with Oak Leaf Cluster, and three Vietnamese Gallantry Crosses. At West Point, Pete was First Captain of the Corps of Cadets, President of the Class of 1959, Captain of Army’s undefeated football team and an All-American halfback. He won the Heisman Trophy as the nation’s outstanding college football player. Selected as a Rhodes Scholar, Pete studied at Oxford University, and later received a Masters degree and a Ph.D. from the Woodrow Wilson School at Princeton University.
In 1983, following his career in the Army, Pete entered the world of business. He joined Lehman Brothers as head of the firm’s Public Finance banking business, where he led a 3-year initiative focused on providing creative financing to meet the need to overhaul a significant portion of the physical infrastructure throughout the country.
After running in 1988 as the Republican candidate for the U.S. Senate in New Jersey, Pete moved to Bain and Company – a Boston-based strategy consulting firm – where he became head of the U.S. consulting business. In 1991, he was recruited to become Chairman and CEO of Primerica Financial Services, where Pete assumed the high-profile role of the recently departed founder, and led the company for the next 5 years.
Following that, Pete held a series of executive positions in what became Citigroup. He served as Vice Chairman and EVP of Travelers Insurance, then Vice Chairman of the Citigroup Private Bank and, finally, Vice Chairman of Citigroup Global Wealth Management.
Pete remains active in a variety of national, community and philanthropic roles. His listing of Board service includes Iridium Satellite, LLC; Olatec Industries, LLC; Wharton Business School’s Center for Leadership and Change Management; the Intrepid Museum; the Secretary of Defense Policy Board; the Boards of Trustees of the United States Military Academy, Hampton-Sydney College, Emory University Business School, and the Johns Hopkins School of Public Health.
Time magazine identified Pete as one of the “Top 50 Leaders in the U.S.” Among his many awards for public service is the National Institute of Social Sciences Gold Medal Award for Distinguished Service to Humanity, the BENS Eisenhower Award for Distinguished National Service, and The National Football Foundation and Hall of Fame Gold Medal Award. He was inducted into the College Football Hall of Fame in 1975 and West Point’s Army Sports Hall of fame in 2005. Pete was selected in the inaugural class as a Distinguished Graduate of the United States Military Academy and, in 2006, was recognized by the Horatio Alger Association by receiving its Distinguished American award.
Pete and his wife Judi have been married for 48 years. They have two grown children, three grandsons and three granddaughters. For additional information see www.petedawkins.com
William P. Egan, WG’69
Founder and General Partner, Alta Communications and Marion Equity Partners
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.
Thomas P. Gerrity, HON’90
Joseph Aresty Professor of Management, and Dean Emeritus, The Wharton School, University of Pennsylvania
Dr. Thomas P. Gerrity is the Joseph Aresty Professor of Management at the Wharton School. His research, consulting and teaching expertise is focused on Leadership, Governance and Strategic Change management. Dr. Gerrity also served as the 11th Dean of the Wharton School for the nine years from 1990-99, leading Wharton through a period of highly recognized innovation and advancement.
Prior to coming to Wharton, Dr. Gerrity was the founder and Chief Executive Officer for 19 years of the Index Group (later named CSC Index), one of the world’s leading consulting firms in business reengineering, corporate strategy and information technology. He then served as the President of CSC Consulting, the Computer Sciences Corporation’s Professional Services Group, one of CSC’s three major divisions (and also the parent of CSC Index); he was at the same time overall Corporate Vice President of the Computer Sciences Corporation.
Dr. Gerrity currently serves on the Board of Directors of Sunoco Inc., PharMerica Corporation, Internet Capital Group, the Corporation of the Massachusetts Institute of Technology (MIT), and as Chairman of the Advisory Board for Arden Fund I, a real estate distressed assets investment fund.
A Rhodes Scholar in Economics at Oxford University, Dr. Gerrity received his Ph.D. in Management from the Sloan School of Management at the Massachusetts Institute of Technology (1970). He also earned his Bachelor of Science (1963) and Master of Science (1964) degrees in electrical engineering and computer sciences from MIT. Dr. Gerrity also taught courses for executives and MBA’s in Corporate Strategy and Management Information Systems at MIT’s Sloan School from 1968-1972.
Alex Gorsky, WG’96
CEO and Chairman, Johnson & Johnson
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
Partner, Centerview Partners
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. Recent transaction activity includes the merger of Sprint and T-Mobile, the merger of Vantiv and Worldpay and the separation of Xerox into separate public companies. Prior to joining Centerview in 2011, David spent 12 years as an investment banker at Goldman Sachs, ultimately running the firm’s software and IT services practice. David joined Schroder & Co. as an investment banking analyst in in 1997 after his graduation from Penn.
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, and is a Board member of the Local Initiatives Support Corporation. 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.
|Robert A. Katz is the Chairman and Chief Executive Officer of Vail Resorts. He has served as Chairman since March 2009. He served as Lead Director from June 2003 until his appointment as Chief Executive Officer in February 2006. He has served on the board of directors of Vail Resorts since 1996 and has been involved with the Company since 1991. Prior to becoming the Chief Executive Officer, Rob was associated with Apollo Management LLP, a private equity investment firm, since its founding in 1990. Rob currently serves on the Wharton Leadership Advisory Board and has previously served on numerous private, public and nonprofit boards.|
Peggy Koenig, WG’86
Managing Partner and Co-Chief Executive Officer, ABRY Partners, LLC.
Peggy Koenig is co-CEO and Managing Partner of ABRY Partners, LLC, which is a top ranked North American private equity investment firm focused solely on investing in the media, communications, information and business services industries. ABRY has completed over $62 billion of leveraged transactions and other private equity investments. The firm manages buy-out, growth equity and senior debt funds. Ms. Koenig joined ABRY in 1993 as a Partner when the firm organized its first $250 million buyout fund. Ms. Koenig has been responsible for numerous transactions in the broadcasting (Nexstar Broadcasting, Citadel Communications, Connoisseur Communications), cable television (Avalon Cable, Wide Open West), consumer and business publishing (Network Communications, Cygnus Business Media, F+W Publishing), local media (Hispanic Yellow Pages), health care information (Knowledge Point 360), marketing services and logistics (Inmar) and business services sectors (Language Line).
Ms. Koenig is responsible for the oversight of the firm’s 71 employees, including 47 investment professionals. During her tenure she has initiated a myriad of professional development activities to enhance the firm’s employee base. She co-chairs the firm’s investment committee, and she is responsible for leading the firm’s fundraising efforts. During her tenure as co-CEO she has been responsible for raising nearly $7.5 billion of capital.
Prior to ABRY, Ms. Koenig was a vice president, partner and member of the Board of Directors of Sillerman Communications Management Corporation, a merchant bank making investments principally in the radio industry. She participated in the formation and success of SFX Broadcasting, a radio industry consolidator. Earlier in her career, she was involved in motion picture financing (Columbia and TriStar Pictures), investment banking (Thomson McKinnon Securities), and the magazine publishing industry (Savvy and American Photographer magazines).
She is a member of the Board of Trustees of Cornell University, where she sits on the Finance, Building and Properties and Audit committees. She is a member of the Board of Observers of Cornell’s NY Tech Campus. She is a member of the Board of Trustees of the Boston Medical Center, where she chairs the Finance Committee and sits on the System board. She is also a member of the Massachusetts Women’s Forum.
Shervin Korangy, W’96
President and Chief Executive Officer, BVI Medical
Shervin Korangy brings to BVI over 20 years of general management, operational, financial, and investment experience across a diverse array of industries including healthcare, consumer products, telecom, manufacturing and financial services. His experiences also span across numerous geographies including the US, Switzerland, France, Ireland and the UK. Prior to BVI, Shervin was a senior executive with Novartis Group AG, one of the largest global diversified healthcare companies, holding roles to include Global Head of Corporate Finance, Managing Director and Country Head Alcon UK & Ireland, and Country Head of France.
Before Novartis, Shervin spent 15 years with The Blackstone Group, one of the world’s leading alternative investment firms, most recently as a Managing Director with experience in both the Restructuring and Private Equity businesses. He currently serves on the Board of Directors of Hain Celestial (Nasdaq: HAIN) and Motus GI (Nasdaq: MOTS). Shervin is a graduate of the Wharton School of the University of Pennsylvania.
Brian Kwait is one of the founders and Co-President of Odyssey Investment Partners, LLC a leading private equity investment firm with a 20+ year history of investing in middle market companies.
With offices in New York and Los Angeles, Odyssey has raised over $5.0 billion of private equity capital, invested in over 40 platform companies and over 125 add-on acquisitions and is currently investing out of the fifth fund, a $2.0 billion vehicle raised in 2014.
Prior to forming Odyssey Investment Partners Mr. Kwait was a principal in the private equity investing group of Odyssey Partners a multi-strategy hedge fund.
Brian currently serves on the Boards of Integrated Power Services, Integro, Addison and Trialcard and his previous boards include Alliance Broadcasting, BarrierSafe Solutions International, Duravant, Norcross
Safety Products, LLC, One Call Care Management, Peninsula Packaging, Pexco, Pro-Mach, Safway Group Holding, United Site Services, Western Wireless and Williams Scotsman.
A native of Ohio, Mr. Kwait received his undergraduate degree from the Stephen M. Ross School of Business at the University of Michigan and his MBA at the Wharton School of the University of Pennsylvania.
William P. Lauder, W’83
Executive Chairman of the Estée Lauder Companies Inc.
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.
Eric Lane is global co-head of the Investment Management Division (IMD) at Goldman Sachs. Previously, he was 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 joined Goldman Sachs in 1996. He
was named managing director in 2001 and partner in 2002.
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.
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, WG’86
Chairman of the Americas & Senior Partner at McKinsey
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, WG’83
Chairman of the Board, Vanguard Group
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 McNulty, WG’79
Co-Founder & Managing Partner of JBK Partners
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.
John Popp, WG’82
Managing Director in the Alternative Investments branch of the Asset Management Division. Credit Suisse
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
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.
David Pottruck, C’70, WG’72
Chairman, Red Eagle Ventures and Co-Chairman, HighTower Advisors, LLC
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.
Mr. Thomson is an accomplished operating executive, serving as Citigroup CFO for 5 years and as CEO of Citigroup’s $10 Billion (revenues) Global Wealth Management division. Mr. Thomson also is a leading global practitioner and advisor on M & A and business strategy, having led the acquisition and strategy efforts over many years for Citigroup and GE Capital, as well as serving as advisor to dozens of Fortune 500 firms while at Bain & Co., Booz Allen Hamilton, and Barents Group.
Presently, Mr. Thomson is co-founder and Chairman of Dynasty Financial Partners, the leading investment and technology platform for sophisticated independent advisors.
He is also CEO of Headwaters Capital, where he structured and co-led the $155 Million recapitalization of West Coast Bancorp (WCBO), which closed in November 2009. HWC also is a founder and investor in Cordia Bank, which acquired a majority interest in Bank of Virginia in 2010, and was sold to First Citizens Bank in 2016. HWC is a founding investor in Embody Fitness Gourmet, health and performance-oriented cafes. From 1998 through 2007, Mr. Thomson served in top management positions at Citigroup, including CFO of the company and CEO of the Global Wealth Management division. Throughout his 9-year tenure at Citigroup, Mr. Thomson served as a member of the most senior operating committees of the firm, the Citigroup Business Heads and Management Committees. He also was Vice-Chairman and a Director of Citibank, N.A.
Previously, Mr. Thomson was SVP Strategy and Acquisitions of GE Capital, Partner at Barents Group, and Manager at Bain & Co. In addition to serving as Chairman of the Board of Dynasty Financial Partners, Mr. Thomson is Lead Director of the Board of Cyren, LTD. He is a member of the Economic Club of New York and is Chairman of the Wharton Leadership Advisory Board. He is also a past member of the Board of World Resources Institute and the Board of Trustees of Davidson College.
Mr. Thomson received his M.B.A. with distinction, from the Wharton School of Business and his B.A. in Economics from Davidson College.
Alain Belda, Chairman and CEO, ALCOA
Connie Mack, Former U.S. Senator, Partner, King & Spaulding, LLP
Richard B. Lieb, Director and Former EVP, SEI Investments Company
Andrall E. Pearson, Founding Chairman, YUM! Brands, Inc.
Lewis Platt, WG’66, Chairman, Boeing Company
Dean Smith, Former Head Basketball Coach, University of North Carolina