Board of Directors
Sharon R. Egilinsky, Chair, SRE Solutions, LLC *
Sharon Egilinsky is a financial services executive and board director, with a reputation for achieving high impact results leading complex reorganizations, mergers and acquisitions, joint ventures, and other forward-thinking business associations across the globe. Her career includes Managing Director positions in several large public companies including Head of Strategy for Credit Suisse Asset Management, Global Head of Transition Management for Citigroup Global Markets and Global Head of Product Development for Deutsche Asset Management. Leveraging her 20 plus years of financial services and strategy experience, she serves as a business advisor to entrepreneurs and industry-leading C-Level executives of transitional and growth-focused companies in various phases of their company life cycle.
Steven M. Schall, President, 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.
Thomas W. Morgan, Treasurer/Vice President for Finance*
Thomas W. Morgan was recently 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.
Benjamin Schall, Assistant Treasurer, Rouse Properties *
Benjamin Schall is the Chief Operating Officer of Rouse Properties, a publicly traded REIT that owns 31 enclosed regional malls around the country encompassing 21 million square feet. Mr. Schall oversees Rouse's portfolio operations including asset management, development, construction and "big box" leasing. He was formerly a Senior Vice President with Vornado Realty Trust. In this capacity, his responsibilities included overseeing all facets of the 18 million square foot, 140 asset suburban shopping center portfolio. Prior to his private sector real estate career he worked at the New York City Economic Development Corporation and MDRC, the public policy think tank.
Mr. Schall holds a Masters of Business Administration from Harvard Business School and a Bachelor of Arts degree from Swathmore College.
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.
Renée Eubanks, Vice President for Programs, SNR Denton US LLP
Renée Eubanks is currently counsel at SNR Denton US LLP, an international law firm with offices throughout the US, Europe, Africa and the Middle East. As head of the Distressed Investing Group, Renée works with hedge funds, private equity funds and other alternative investment entities who focus on special situation debt and/or equity investments. She earned her BS in finance from the Wharton School of the University of Pennsylvania and holds a law degree from Boston College Law School. She also holds an MBA in finance from the University of Chicago Graduate School of Business. Renée's other charitable activities include hosting test prep sessions for students seeking admission to her alma mater, Stuyvesant High School.
Paul W. Brandow, Vice President, E*Trade Financial *
Paul W. Brandow is an Executive Vice President 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.
Katherine Sexton, Vice President
Katherine Sexton (Katie) was born and raised in New York City and is currently a third-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 worked at the Yale University Art Gallery. After graduating from Yale, she taught skiing to children in Beaver Creek, Colorado. She hopes to work in the nonprofit world upon graduation from law school in May 2014. She enjoys, travel, skiing, and photography.
Alan P. Winters, Vice President, 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.
Gary J. Baumann
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.
Jay Bockhaus *
Jay Bockhaus has 17 years of experience as a strategic executive in the media and investment banking industries. He has an extensive track record of successful strategic analysis, partnership development, deal making and financial planning in cable entertainment, Hispanic media, sports, children's networks/studios, theme parks, and digital content and commerce. Jay was most recently Executive Vice President, Strategy and Operations, Entertainment & Digital Networks and Integrated Media at NBCUniversal ("NBCU") where he lead strategic development and operational initiatives across the division's assets including Telemundo, Bravo, Oxygen, Style, iVillage, Daily Candy, Fandango, as well as the partially owned networks Sprout and TVOne. Successful initiatives during Jay's tenure include securing the 2015-2022 FIFA World Cup rights for Telemundo and overseeing the merger of iVillage with Today.com.
Jay joined NBCU in 2004 as VP of Business Development and later became SVP, Corporate Strategy and Development. He was instrumental in NBCU's acquisition of Oxygen Media, the sale of the Sundance Channel, the merger of NBCU's interest in A&E Television Networks with Lifetime and the diligence effort on the Comcast assets that were contributed as part of the Comcast/NBCUniversal transaction.
Prior to joining NBCU, Jay was Vice President at Allen & Company, LLC, a New York-based investment bank, where he specialized in mergers and acquisitions in the media and entertainment industry. Prior to joining Allen & Company, Jay worked at Gleacher & Co., a boutique investment bank.
Jay attended Princeton University, where he received a degree from the Woodrow Wilson School of Public Policy and International Affairs and a certificate degree in East Asian Studies. Jay lives in New York City with his wife and two daughters.
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.
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.
Marc DeBevoise, CBS Interactive *
Marc N. DeBevoise is the Senior Vice President and General Manager of CBS Interactive's Entertainment division. In this role, he oversees CBS Interactive's entertainment sites, including CBS.com, TV.com and Clicker.com, as well as digital content distribution strategies, and the development of both original and show-based digital content, applications and games.
Mr. DeBevoise joined CBS Interactive from premium subscription service Starz, where he was responsible for the company's overall digital strategy and the digital initiatives supporting its film, television and digital original content properties. At Starz, he also led the generation, evaluation and execution of business development, strategic investment, and growth opportunities for all of Starz' business units.
Prior to joining Starz, he held various roles at NBC Universal, in both Digital Media and Business Development, and worked in the Technology, Media & Telecommunications Investment Banking Group at JPMorgan.
Mr. DeBevoise has been recognized on Home Media magazine's "Digital Drivers" list for 2011, The Hollywood Reporter's "Digital Power 50" for 2010, and Multichannel News' "40 Under 40" for 2009. He is a member of the Academy of Television Arts & Sciences and the Board President of The Door, a non-profit organization providing youth development services.
He received his M.B.A. with distinction in Entertainment, Media & Technology and Finance from New York University's Stern School of Business and his B.A. in Economics and Computer Science from Tufts University. He lives in New York City along with his wife and daughter.
James K. Finkel, 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.
Jim Friedlich, Empirical Media *
Jim Friedlich attended Dartmouth College, graduated from Wesleyan University with a BA in English, Magna Cum Laude in 1979, and received his MBA from the Stanford University Graduate School of Business in 1985. Following a fifteen-year career at The Wall Street Journal, he joined ZelnickMedia, a New York-based private equity partnership as a founding partner in 2001. He specializes in investments in digital media, professional information and business services. He has focused his philanthropic activities on youth, education and media. He serves on the Board of Directors of WFMU, a listen-supported radio station in Jersey City, and devotes time and resources to the Human Rights Watch Film Festival, pediatric cancer research, Friends Seminary, a Quaker school in New York City, and Wesleyan University.
Mr. Friedlich began his media career in 1980 as an advertising salesman for CapCities-ABC. He joined The Wall Street Journal's San Francisco office in 1985, eventually serving as Managing Director of the international editions of the Journal and Dow Jones magazines. From 1990–1999, he managed the global advertising sales, marketing and business development for a large and diverse group of Dow Jones & Company newspapers, magazines, Web sites, TV channels and conferences. Mr. Friedlich served on the Boards of Directors of several media companies and publications including CNBC Europe, CNBC Asia, Nikkei International, Vedomosti (The Record), America Economia, and the Far Eastern Economic Review; he also served as Managing Director of Handelsblatt-Dow Jones. He is currently Chairman of the Board of Naylor, Inc., the leading business media company serving the trade association market.
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.
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.
Trevor Kempner was born and raised in New York City and received his BA in theater studies from Yale University. Trevor is currently a student at Stanford Law School. Prior to law school, he worked for the New York County District Attorney's Office as a Senior Intelligence Analyst. Trevor was first introduced to University Settlement through the Innovators Guild.
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.
John J. McCormick, Telos Asset Management
John J. McCormick III is the President and Chief Investment Officer of Telos Asset Management, LLC ("Telos"), a credit-focused asset management company located in New York City and a subsidiary of Tiptree Asset Management Company ("TAMCO"). TAMCO is a subsidiary of Tiptree Financial Inc. (NASDAQ: TIPT). Prior to Telos becoming part of TAMCO in 2012, Mr. McCormick was a Senior Managing Director of Tricadia Holdings L.P. ("Tricadia") and remains a limited partner of Tricadia, although he no longer engages in any investment advisory activities related to Tricadia.
Prior to joining Tricadia in 2006, Mr. McCormick was a Senior Vice President of GE Capital's Global Sponsor Finance Group where he was responsible for originating, analyzing and structuring senior secured loans, second lien and mezzanine capital instruments and equity investments. Prior to GE, Mr. McCormick spent eight years in the Merchant Banking Group of Compagnie Financiere De Paribas, a French Investment Bank (now part of BNP Paribas). In that role, he originated, closed and served as the portfolio manager for debt and equity investments alongside private equity sponsors. Mr. McCormick began his career at J.P. Morgan & Co., where he spent six years as a member of the Corporate Finance - Natural Resources Division.
Mr. McCormick received a B.S. from St. John's University and an M.B.A. 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. Previously, he served on the Board of Directors of Kane Magnetics International, Inc. and has held the position of Board Observer on several private equity-backed companies. He currently serves on the Board of Directors and the Executive Committee of University Settlement Society of New York, America's oldest settlement house.
Mr. McCormick is a former member of the United States Marine Corps, having graduated as the honor man of Platoon 1077, MCRD Parris Island and served in Weapons Company, 2nd Battalion, 25th Marines, 4th Marine Division.
Mr. McCormick and his wife Julie reside in Westchester County, New York and have two daughters, Isabella and Quynh Anh.
Frederick Nadd-Aubert is a Managing Director of Credit Suisse in the Investment Banking division, based in New York. He is responsible globally for Securities Lending Marketing in the Prime Services division. Mr. Nadd-Aubert joined Credit Suisse in April 2009 from Goldman Sachs (International), where he was an Executive Director in the Prime Brokerage Securities Lending Team; prior to this, he held positions in Equity Finance Sales at Lehman Brothers and Sales at JPMorgan. Mr. Nadd-Aubert holds a bachelor's degree from Northeastern University and an MBA from Boston University.
Clayton Pope, Credit Suisse *
Clayton Pope is a Director, Emerging Markets Debt Syndicate at Credit Suisse Securities (USA) LLC, based in New York. He is responsible for overseeing the primary distribution and pricing of all international bond issuance out of Latin America. Mr. Pope joined Credit Suisse from HSBC Securities (USA) Inc, where he was a Director in the US Debt Syndicate team responsible for the execution of both Latin American external debt issuance and US corporate investment grade debt issuance. He received his BA in Economics from McGill University in Montreal and is a CFA Charterholder. Mr. Pope resides in downtown Manhattan with his wife. In addition to his involvement with both University Settlement and The Door, he is also involved with Big Brothers Big Sisters of New York City.
David Shapiro, Wachtell, Lipton, Rosen & Katz *
David E. Shapiro is a partner in the law firm of Wachtell, Lipton, Rosen & Katz. Prior to this he held finance and business development positions at technology-based firms. He earned a BS in finance from the Wharton School and his J.D. from the University of Pennsylvania, where he was the recipient of the Peter McCall prize awarded to the first in the class.
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.
Ian Zilla, Savills Studley
Ian Zilla is a Senior Managing Director at Savills Studley, working on a team that bridges the worlds of commercial real estate, corporate finance and management consulting. His prior background in computer science, technology and finance compliments his team's quantitative strategic planning approach and financial consulting services, particularly as it relates to clients' mission critical facilities and complex headquarters transactions. He has been an active volunteer in the City since arriving in 2000.
Mr. Zilla holds a B.S. in Computer Science from Columbia University.
* Door Board Member
Janice M. Lee
Ellen Schall, New York University
University Settlement Senior Management:
Michael H. Zisser, Ph.D., Chief Executive Officer
Melissa Aase, Executive Director
Catherine Carpentieri, Director of Development
Irma Gonzalez, Chief Financial Officer