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Board of Directors
Heather S. Goldman, Chairman, Brookfield Investment Management, Inc.
Heather Goldman is Managing Director, Global Head of Marketing and Business Development for Brookfield Investment Management, Inc. In addition to being responsible for marketing and client service, she plays a significant role in Brookfield Investment Management's future growth initiatives, including new business and product development. Prior, she was a Managing Partner at Brookfield Financial. Her previous experience includes roles with Starwood Capital Group Global and Bank of Montreal, in addition to serving as CEO of CapitalThinking, a real estate software and risk management company she co-founded in 1999.
Ms. Goldman remains most proud of her nearly four years of service as a U.S. Peace Corps water resource management volunteer in Mali, West Africa. She earned her BA in international relations from the University of Wisconsin-Madison, and her MBA from the University of Chicago, Booth Graduate School of Business.
Paul W. Brandow, Treasurer, ETrade Financial
Paul W. Brandow is a Managing Director and Chief Risk Officer of E*Trade Financial Corporation, the online bank and securities broker headquartered in New York. Prior to joining E*Trade he spent thirty-four years at JPMorgan Chase and was President of JPMorgan Securities when he retired from the firm in 2006. Mr. Brandow holds a BA from Hamilton College and an MBA from Harvard University. He is also a Trustee of the Graduate Theological Union in Berkeley, California.
Thomas W. Morgan, Assistant Treasurer, New Mountain Capital, LLC
Thomas W. Morgan is a Managing Director at New Mountain Capital, LLC, a private equity firm established in 2000. Prior to joining New Mountain at its inception, he was a private equity investment professional with Bain Capital and an investment-banking analyst with CS First Boston in its Mergers and Acquisitions and Structured Finance areas. Mr. Morgan is currently a director of Governors of the Williams Club of New York and Project Enterprise.
Nancy Drosd, Secretary, Artist
Nancy Drosd is a prolific artist who lives and works in New York City. Her paintings are in the collections of The Smithsonian Institute, the New York Public Library, Johnson & Johnson, Lehman College, among many others. Ms. Drosd has exhibited at many New York galleries including Tatistcheff & Co.
Sharon R. Egilinsky, Vice President for Development, SRE Solutions, LLC
Sharon R. Egilinsky, President and founder of SRE Solutions, LLC, has over 15 years of experience in the investment management industry. She has both advised and been an active member of the management teams of Credit Suisse, Deutsche Bank and Citigroup, several of the industry's leading global financial services organizations. Sharon's areas of expertise include a wide variety of strategic matters, including business analysis and strategic plan development, corporate development, distribution strategies, creative joint ventures, partnerships and other forward-thinking business associations.
Prior to founding SRE Solutions, Sharon was the Managing Director and Head of Strategy for the Asset Management business for Credit Suisse responsible for establishing and driving the strategy for Americas Asset Management. Prior to Credit Suisse, Sharon was Global Head of the Citigroup Global Transition Management business, a new business for Citigroup, which she was recruited to build and manage for the firm. Prior to her joining Citigroup, she held the role of Global Head of Product Development for Deutsche Asset Management and focused on designing investment products across asset classes and regions. Sharon began her career as a financial services lawyer specializing in the design and creation of traditional and alternative investment products including private placements, structured notes, fund-of-funds and commodity pools.
Katherine Sexton, Vice President for Development
Katherine Sexton (Katie) was born and raised in New York City and is currently a first-year student at New York University School of Law. Her father, John Sexton, is the President of New York University and her mother, Lisa Goldberg, was the president of the Charles H. Revson Foundation. Ms. Sexton was an art history major at Yale University, where she was the Vice President of Public Relations for her sorority, Kappa Alpha Theta. As VP PR she raised more than $40,000 at an annual event for the chapter. She worked at the Yale University Art Gallery, where she took part in the student curator program and also helped catalogue Robert Adams acquisitions. She enjoys travel, skiing, and photography.
Ronni Fisher, Vice President for Programs
Ronni Fisher recently retired after spending 38 years in Early Childhood programs at University Settlement, where she was an Assistant Executive Director and was in charge of all the programs for young children, the after-school programs, and the adult literacy program. During her tenure, she oversaw the creation of the nation's first truly integrated childcare center, blending Head Start, Universal Pre-K and City-funded daycare programs into one, unified program. Ms. Fisher has served on numerous boards and commissions shaping the City's childcare initiatives.
Steven M. Schall, Vice President for Programs, Schall & Russo Planning Works, LLC
Steven M. Schall is a partner in Schall & Russo Planning Works, a firm that helps non-profits and government agencies envision and implement change. To that end, Schall & Russo provides executive search, business consulting, consensus-building and real estate consulting. Prior to establishing Schall & Russo in 2002, Mr. Schall held positions as a non-profit executive overseeing child care, supportive housing and HIV/AIDS services; a senior level consultant and planner for community-based human service programs; and senior level planning positions in the HIV/AIDS and health care fields. Mr. Schall began his social work career in the late 1970s, first as a counselor at University Settlement's Beacon, NY summer camp, followed by several social work positions in children's services, criminal justice and emergency room services. He is also an Adjunct Assistant Professor of Public Administration at the NYU Wagner Graduate School of Public Service. Mr. Schall has a Master of City Planning from the Massachusetts Institute of Technology, a Master of Social Work from Hunter College CUNY and a Bachelors degree from Swarthmore College.
James K. Finkel, Vice President, Duff & Phelps
James K. Finkel is a managing director and head of the Complex Assets Solution Group at Duff & Phelps, a leading financial advisory and investment banking servicescompany. Previously, he was co-founder and CEO of Dynamic Credit Partners, LLC which managed a variety of funds totaling at its height approximately $5 billion. Prior to establishing DCP, Mr. Finkel was a Managing Director with Deutsche Bank in London. He is an avid wine collector and translates French books and articles on wine, is the Chairmanof the Wine Committee at the University Club, and is a Chevalier du Tastevin and a Commandeur de Bordeaux and Commandeur des Costes du Rhone. His other charitable interests involve the Lymphoma Research Foundation and The Colorado College. Mr. Finkel received the Charles B. Stover Lifetime Achievement Award from University Settlement in 2011 for his efforts chairing seven annual wine dinners which have grossed over $5 million in donations.
James G. Kagen, Vice President, The Chartis Group*
James G. Kagen is a health care consultant and a Consulting Director of The Chartis Group, a health care advisory services firm. He was a founder of the country's largest health care management consulting firm, APM, Inc. and is a former Deputy Commissioner of the New York City Health Department and Director of the State of New Jersey's Division of Youth and Family Services. He is Vice President of The Door's Board of Directors, a member of the Broome Street Academy Charter High School Board of Directors, and a director of the Fund for Public Health in New York. He was formerly a director for the University of Maryland's School of Public Health.
John J. McCormick, Vice President, Tricadia Capital LLC
John J. McCormick III is a Managing Director and Partner of Tricadia Capital, LLC and head of Tricadia's loan portfolio management. Prior to joining Tricadia, Mr. McCormick was in GE's Global Sponsor Finance group where he was responsible for originating, structuring and negotiating senior secured loans, second lien and mezzanine capital and equity co-investment transactions. Prior to joining GE Capital, Mr. McCormick was with BNP Paribas (formerly Paribas) in the Merchant Banking Group. In that capacity, he originated, closed and served as the portfolio manager for investments with private equity sponsors. Over his career, Mr. McCormick has been responsible for investments in senior debt, public and private subordinated debt and preferred and common equity. Mr. McCormick received a BS from St. John's University and an MBA from the Stern School of Business at New York University where he has served as a guest lecturer for Debt Capital Markets and Valuation courses.
Alan P. Winters, Immediate Past Chairman, Kingdon Capital Management
Alan Winters is Chief Operating Officer and Principal of Kingdon Capital Management, LLC. In his 21-year association with the firm he has also worked as an Analyst, Portfolio Manager and as Chief Investment Officer. During an extended sabbatical from 1997-2002, he moved to Paris with his family and, upon his return, taught fifth grade for two years in a Bronx public school. In addition to his commitment to University Settlement, Mr. Winters is a trustee of the Alan and Hope Winters Family Foundation. He and his wife Hope have three daughters: Sloane, Haley and Rose. He received the Charles B. Stover Lifetime Achievement Award from University Settlement in 2011 for his decade-long commitment to the organization.
Directors
Gary J. Bauman
Gary Baumann was Deputy Area Managing Partner and Chief Operating Officer of Ernst & Young's Continental Western Europe (CWE) Area, based in Paris. He served on CWE's Board of Directors, Ernst & Young's Global Operations Executive Committee, and the Global Management Group, EY's most senior management body. He retired after 35 years with Ernst & Young in October 2008.
Mr. Baumann continues to be active in numerous business, social, community and charitable organizations. He is Chairman of the Riverside Symphony Orchestra in New York, and a member of the Board of Advisors, College of Business and Administration, The University of Detroit Mercy. While overseas, he was a member of the European Executive Council, which comprised C-suite executives from leading global companies with European operations. He is the former President of Camp Oakland Youth Programs, Inc., a residential treatment program for troubled children, and Treasurer and Director of the Detroit Music Hall Center for the Performing Arts.
Mr. Baumann graduated from The University of Detroit with a B.S. in Finance and his M.B.A. He was Adjunct Lecturer, Graduate School of Business, The University of Michigan. He and his wife, Marlene, are the owners of Riecine, an award-winning producer of red wines in Tuscany, Italy.
William F. Blitzer
William F. Blitzer is an avid sailor, consultant to the lighting industry and the retired president of Lightolier, one of the nation's leading manufacturers of lighting. Mr. Blitzer has served on the board of University Settlement for over 40 years.
Sarah Britton
Sarah Britton was a consultant with Clontarf Capital (based in London) as a specialist in the hedge fund area from 2008 to the end of 2009. From 2002-2006 Sarah worked as a Director in the Alternative Investment group of UBS Wealth Management in London with a particular focus on hedge funds. She advised ultra high net worth individuals, family offices and institutions on their hedge fund portfolios. This included advice on individual strategies and managers, portfolio construction, manager selection and ongoing monitoring. She advised on accounts with assets totaling over $500 million.
Previously Sarah worked as Chief Operating Officer for an Internet Consulting business based in London. Prior to that she worked at Donaldson, Lufkin & Jennrette (now Credit Suisse) in the corporate finance division in both the New York and London offices. Sarah graduated from Wesleyan University in Connecticut with a Bachelor of Arts degree in Economics.
Jeffrey C. Cohen
Jeffrey C. Cohen was previously Managing Director and Head of Institutional Sales at Nomura Securities International, Inc. Prior to that, he was the Head of Institutional Equity Sales for Banc of America Securities (BAS), where he managed the Institutional Sales & Sales Trading Team within Global Equities. Previously, he was the Global Head of Prime Brokerage for BAS, responsible for Prime Finance, Prime Brokerage Sales and Capital Introduction. Before joining BAS in 2003, Mr. Cohen spent six years as an Institutional Salesperson at Citigroup. He began his career at NatWest Securities as an Equity Research Analyst, before joining Salomon Brothers (a predecessor firm of Citigroup). Mr. Cohen graduated from Cornell University with a BS in Economics.
Marsha Cole
Marsha Cole is currently a stay at home mother. Previous roles include the Policy Council Chair for University Settlement, Policy Council Chair and DASPC for Bank Street East, and Alternate Representative for the City-Wide Head Start Policy Council for Lower East Side 1. Lower East Side 1 includes University Settlement, CCC, The Educational Alliance, and Hamilton Madison. Prior to her son being born, she graduated from Bentley College (Bentley University) and was an Office Manager for a private contractor for eight years. She later became an Executive Assistant for the Vice President of a Property Management firm in Manhattan. Ms. Cole is a staunch advocate for children with special needs.
Hale Gurland, Artist
Hale Gurland is a multi-disciplined artist. His work in sculpture are monumental pieces that go from the figurative to the abstract. His paintings follow the works in sculpture and use heavy colors against bright to achieve his ideas. He has been photographing around the world for over forty years capturing diverse cultures, their daily lives, conflicts and religions. His work has been shown in Europe, Asia, India, South America and North America. Mr. Gurland lives and works in New York City.
Alicia D. Hurley, New York University
Alicia D. Hurley is Vice President of Government Affairs and Community Engagement at New York University. As a member of the University Leadership Team, she is responsible for government interactions ranging from student aid, tax, regulatory, and other policy issues, as well as the University's community, civic outreach and engagement activities. Previously, she was Acting Director of the John Brademas Center for the Study of Congress and Director of the Office of Federal Policy at New York University, and received her Ph.D. in Higher Education Administration with an emphasis on policy from NYU's School of Education in 2003. Ms. Hurley is the NYU representative of the Association of American Universities (Council on Federal Relations), the American Council on Education, the National Association for Independent Colleges and Universities, and The Science Coalition. She also serves on the boards of the Greenwich Village-Chelsea Chamber of Commerce, the Washington Square Association, the Washington Square Coalition, and the Washington Square Music Festival.
Trevor Kempner
Trevor Kempner was born and raised in New York City and recently received his BA in theater studies from Yale University. While in New Haven, Mr. Kempner was a member of the Whiffenpoofs of Yale University as well as the fraternity Sigma Phi Epsilon. Trevor currently works for the New York County District Attorney's Office as a Senior Intelligence Analyst. Prior to working with the DA, Trevor was an intern at the New York City Mayor's Office where he worked in Long-Term Planning and Sustainability. Trevor was first introduced to the work of University Settlement through the Innovators Guild.
Joel Lusman, Lusman Capital
Joel Lusman is managing member and chief investment officer of Lusman Capital Management. Before founding Lusman Capital, Joel managed Korsant Partners a family office in New York. Previously Mr. Lusman worked at Davidson Kempner and Kingdon Capital. Joel attended Columbia University where he was awarded an AB and MBA.
David J. Mandelbaum
David J. Mandelbaum retired in 2007 as Managing Director of the Carlisle Collection, a national direct selling company. He has been a board member and treasurer of the Winant and Clayton Volunteers since 1959. University Settlement has been an important part of Mr. Mandelbaum's life since 1948. He has been a work camper, camp counselor, and Board member for 46 years, as well as its Treasurer and Chairperson.
Lynne Mazin, CIBC
Lynne Mazin is a Director at CIBC World Markets Corp., where she is responsible for marketing fixed income products to central banks, state funds, hedge funds, insurance companies, mutual funds and other institutional investors active in the Canadian market. Prior to joining CIBC, Ms. Mazin spent eight years with the fixed income sales and trading division at Scotia Capital (USA) Inc. Ms. Mazin holds an MBA from Cornell University and a JD from New York Law School.
Manish Mittal, Kingdon Capital Management, LLC
Manish Mittal is a portfolio manager at Kingdon Capital Management. Prior to joining Kingdon in 2010, Mr. Mittal was the Founder and Chief Investment Officer of Kailix Investment Advisors and its predecessor fund, the Blackstone Kailix Fund. Prior to joining the Blackstone Group as a Senior Managing Director in 2006, Mr. Mittal was a portfolio manager and Managing Director at Perry Capital. Mr. Mittal started his career as a private equity analyst at Goldman Sachs.
Richard Rieger, Kingdon Capital Management, LLC
Richard Rieger is the Chief Investment Officer of Kingdon Capital Management.
Richard J. J. Scarola, Scarola Malone & Zubatov LLP
Richard J.J. Scarola is a practicing attorney and the Managing Partner of Scarola Malone & Zubatov LLP (having founded the Firm's earliest predecessor in 1991). He is a graduate of Yale University (B.A., cum laude, 1979) and the University of Michigan Law School (J.D., cum laude, 1982). Mr. Scarola is admitted to practice before the United States Supreme Court, the United States Court of Appeals for the Second, Fourth, Fifth and Ninth Circuits and numerous Federal District Courts, and has successfully litigated a wide array of cases in trials and appeals. He also has served two terms as a Member of the Council on Judicial Administration of the Association of the Bar of the City of New York and the Chair of its Court Reform Sub-committee, on the Association's Committee on State Courts of Superior Jurisdiction, and on numerous other Bar committees dedicated to the improvement of the courts and the profession. Mr. Scarola practiced with Reboul, MacMurray, Hewitt, Maynard & Kristol (now a part of Ropes & Gray) after law school. In addition to his practice in commercial litigation in corporate and commercial matters, Mr. Scarola also serves as general outside counsel to the Estate of Duke Ellington in its ongoing business affairs.
Gail Schargel
Gail Schargel recently retired after a 25 year career in Real Estate Finance. Her most recent position was Executive Director at UBS and co-head of the Real Estate Group of the Swiss National Bank Stabilization Fund. She was responsible for the asset management of a $2 billion commercial real estate debt, equity and securities portfolio. Prior to UBS, she was a Director at Capmark Investments (formerly known as GMAC-CM), originating and asset managing leverage finance real estate investments. Ms. Schargel currently serves as Treasurer of the Auxiliary Board of White Plains Hospital, is a member of the Board of the Larchmont/Mamaroneck Community Counseling Center, and is actively involved in Seeds of Peace Organization and Fresh Air Fund. She graduated from Lehigh University with a BS degree in accounting.
Matthew Stedman, The Seaport Group
Matthew Stedman is Managing Director at The Seaport Group. Prior to joining The Seaport Group in 2010, he was Managing Director, Head of Capital Market at Morgan Joseph & Co. He has also held positions at Libra Securities LLC, Paine Webber Inc., First Chicago Capital Markets, Drexel Burnham Lambert, and Chemical Bank. Mr. Stedman attended Columbia University and New York University's Graduate School of Business.
CK Zheng, Credit Suisse
CK Zheng is a Managing Director of Credit Suisse. Based in New York, he is the Global Head of Valuation Risk Group. He chairs the Firm's Model Review Committee, the Market Data Service Committee, and Valuation Review Committee. He is a member of the Firm's Valuation and Risk Management Committee.
Mr. Zheng joined Credit Suisse First Boston in 2004 from Morgan Stanley where he was an Executive Director managing risks within the Institutional Securities businesses since 1999. Prior to that, Mr. Zheng worked at Susquehanna Investment Group, Bank of America, and JPMorgan Chase as a senior Fixed Income derivative trader and a quantitative researcher.
Mr. Zheng holds a B.S. in Math from Zhejiang University (China), a M.S in Statistics & a PhD in Finance from the University of Chicago.
* Door Board Member
Honorary Directors:
John C. Fisher, Hamburger, Weinschenk, Molnar & Fisher*
Jane E. Heffner, Columbia University Medical Center
Janice M. Lee
Thomas E. Riley, Chadbourne and Parke
Ellen Schall, New York University
Michael W. Schwartz, Wachtell Lipton Rosen & Katz
Jeffrey A, Silver, Iridian Asset Management LLC
Stephen Steinbrecher, Kane Kessler, P.C.
University Settlement Senior Management:
Michael H. Zisser, Ph.D., Executive Director
Irma Gonzalez, Chief Financial Officer
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Board of Directors 
