Founder and Chief Executive Officer
Degree in Political Science and Psychology, Yale University; MBA, Graduate School of Business Administration, Harvard University. Formerly, Equity Research, Merrill Lynch; Senior Managing Director, Equity Research, Bear Stearns & Co.; Chief Strategist and CFO, Financial Services Division, Credit Suisse First Boston; since 2004, current position. Member of the Corporate Advisory Board, New York City Ballet. Member of the Board: Accion International; National Organization for Investment Professionals.