Finance

Finance Advisory Board Members

Reginald Andre Goldman Sachs and Co.
Maya Benson New York Life and NYLIFE Securities
John Bisack Performance Improvement Partners
David Blitzer S&P, Index Committee
Timothy A. Braun AXIS Financial Institution
Diane Garnick TIAA
Howard Gerringer J.P. Morgan Chase
Martin Greenberg Sterling Commodities
Jodie Gunzberg S&P Dow Jones Indices
Alvin Kressler Brinson Patrick
Andrew Lazar BMO FIGG
Claude Mattessich CIT Corporate Finance
Ram Meenakshisundaram OpenLink Financial
Frank A. Melaccio EmblemHealth
Robert L. Meschi Intertrust (Walkers Management Services)
Matthew Moran Chicago Board of Options Exchange
Greg A. Roeder Adirondack Funds
Joel Simkins Credit Suisse Securities
Salvatore F. Sodano Worldwide Capital Advisory Partners, LLC
Jermaine Warren ICV Partners
Frank G. Zarb Promontory Financial Group, LLC
Stewart Zimmerman MFA Mortgage Investments
Reginald André

Reginald André

Reginald André is vice president of the Alternative Investments & Manager Selection (AIMS) Group at Goldman Sachs and Co. in New York City, where he is also co-business unit manager for the Risk Management & Analytics (RMA) teams across the AIMS businesses. André focuses on leading the capital management, cash and credit management and communications management functions as well as new business development and infrastructure within the AIMS Private Equity Group (PEG), a fund-of-funds private equity business within Goldman Sachs Asset Management. He also serves as deputy diversity champion for the Goldman Sachs' Investment Management Division. Mr. André joined Goldman Sachs and Co. as an analyst in 2004, focusing on client reporting within PEG. While earning a B.B.A. in finance in the Zarb School of Business at Hofstra University, Mr. André served as student president of the Financial Management Association (FMA), a pre-professional organization with the purpose of preparing students for careers in finance. As student president, Mr. André and his executive board worked diligently to enlist Zarb alumni in finance to return to campus to share their experiences and offer guidance, organize finance-focused career preparation events, and drastically increase student attendance and participation. Since graduation, he has maintained a strong connection to the FMA and has applied much of what he learned there to his roles within the Zarb School of Business Alumni Association. In 2008, Mr. André was asked to help structure and lead the Zarb School of Business Alumni Association's Career Networking and Advisement Committee. He gladly accepted this role and went on to sponsor a number of networking events and develop several successful student-focused programs designed to engage Zarb alumni, the Hofstra Career Center and student-leaders. Many of these programs began in spring 2008, and have consistently run every semester, bringing dozens of Zarb alumni back to campus and reaching hundreds of Zarb students. In 2010, he was elected to his current role as the Zarb School of Business Alumni Association's first vice president, and works closely with the president to shape the association's goals and oversee and develop the operations of each of its strategic committees.

Maya Benson

Maya Benson

Maya Benson is a licensed agent and registered representative for the New York Life Insurance Company and NYLIFE Securities, where she provides high net worth individuals and businesses with various financial products and services to accumulate, protect, and distribute wealth. Benson specializes in insurance products and retirement planning, estate planning, and business planning services. Ms. Benson received an award and recognition by the Science Museum of Long Island as the 2014 Outstanding Advocate for Science and Technology. She holds various insurance licenses in New York and Washington, in addition to holding her Series 6 and 63 licenses from FINRA. Ms. Benson received an MBA with Distinction in Finance from Hofstra University's Zarb School of Business.

John Bisack

John Bisack

John Bisack is the President and Managing Director at Performance Improvement Partners since June 2003. Performance Improvement Partners (PIP) is a business process and information technology management consulting firm that serves the private equity industry and their portfolio companies. He and his team provide pre-acquisition due diligence and post-acquisition planning and implementation services. Mr. Bisack works with over 130 of the most well-known private equity firms in the world. Mr. Bisack earned BBA and MBA, Finance, Economics, Computer Science from Hofstra University.

David M. Blitzer

David M. Blitzer

David M. Blitzer is managing director and chairman of the Index Committee with overall responsibility for index security selection, as well as index analysis and management. Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor's Chief Economist. Before joining Standard & Poor's, he was Corporate Economist at The McGraw-Hill Companies, S&P's parent corporation. Prior to that, he was a Senior Economic Analyst with National Economic Research Associates, Inc. and did consulting work for various government and private sector agencies including the New Jersey Department of Environmental Protection, the National Commission on Materials Policy and Natural Resources Defense Council. Dr. Blitzer is the author of Outpacing the Pros: Using Indices to Beat Wall Street's Savviest Money Managers, (McGraw-Hill, 2001) and What's the Economy Trying to Tell You? Everyone's Guide to Understanding and Profiting from the Economy, (McGraw-Hill, 1997). In the year 2000, Dr. Blitzer was named to SmartMoney magazine's distinguished list of the 30 most influential people in the world of investing, which ranked him seventh, and in the year 1998, Dr. Blitzer was named the nation's top economist, receiving the Blue Chip Economic Forecasting Award for most accurately predicting the country's leading economic indicators for four years in a row. A well-known speaker at investing and indexing conferences, Dr. Blitzer is often quoted in the national business press, including the New York Times, Wall Street Journal, USA Today, Financial Times, and various other financial and industry publications. He is frequently heard on local and national television and radio. A graduate of Cornell University with a B.S. in engineering, Dr. Blitzer received his M.A. in economics from the George Washington University and his Ph.D. in economics from Columbia University.

Timothy A. Braun

Timothy A. Braun

Timothy A. Braun is Executive Vice President of Financial Institutions at AXIS Insurance Company. He directs underwriting strategy and has management responsibility for a team of F.I. underwriters based in New York City, Chicago, Los Angeles and San Francisco. Mr. Braun has over 25 years of financial institutions experience. He is the original architect of the Financial Institutions Division which was created in January 2000 where he served in similar capacity at Kemper Insurance Company before the Financial Insurance Solutions Division of Kemper was acquired by AXIS. Prior to joining Kemper, Mr. Braun had been an insurance broker and held positions at The Aon Corporation in New York City. He previously worked for five years in Chubb's Department of Financial Institutions holding various underwriting positions. Mr. Braun holds a Master's degree in Business Administration in finance from Hofstra University, where he held a position as adjunct professor of Finance from 1994 -2005. He earned his BA in Economics, with a Spanish minor, from Hamilton College in Clinton, NY. Mr. Braun is a member of the Professional Liability Underwriting Society (PLUS), and he is a frequent speaker on financial institutions insurance issues at various industry meetings and conferences.

Diane Garnick

Diane Garnick

Diane Garnick is Managing Director and Chief Income Strategist at TIAA – the leading financial services provider for the not-for-profit market offering a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.

An industry thought leader with two decades of experience structuring retirement and investment solutions, Ms. Garnick is responsible for advancing the strategy, development, and modernization of TIAA's lifetime income solutions across the firm's portfolio of products and services. In this role she is also charged with helping to simplify the complexities surrounding lifetime income products for the thousands of institutions and millions of individuals TIAA serves.

Prior to joining TIAA, Ms. Garnick served as a global investment strategist at State Street Global Advisors and Invesco. She was also a member of the top-ranked Institutional Investor Equity Derivatives research team at Merrill Lynch. Ms. Garnick serves on the board of the CFA Institute Research Foundation, is a member of the Editorial Board for the Journal of Retirement, volunteers for Habitat for Humanity, and chaired the CHRISTUS Healthcare Investment Committee. Ms. Garnick earned a bachelor's degree in accounting from Hofstra University, and a master's degree in finance & strategy from the University of Chicago Booth School of Business.

She is a Certified Public Accountant.

Howard Gerringer

Howard Gerringer

Howard Gerringer is an Executive Director for the Credit Portfolio Infrastructure in Commodities for JP Morgan Chase. Mr. Gerringer has a solid comprehension of trading both in domestic and international markets. His exposure in the commodities space includes power; natural gas; crude oil; precious and base metals; emissions; coal; naphtha; agricultural products; and freight trading markets. He works closely with traders and marketers on the valuation and exposure analysis of new and existing transactions on derivative portfolios. He has experience in systems implementation of front-, middle-, and back-office processes. Prior to joining JP Morgan Chase, Mr. Gerringer had previous experience working in a number of different capacities. He was a risk manager at PSEG Energy Resource and Trade. He acted as a trader for Sempra Energy Trading. Mr. Gerringer received a BS in electrical engineering from Northeastern University and an MBA in banking and finance from Hofstra University's Zarb School of Business.

Martin Greenberg

Martin Greenberg

Martin Greenberg has been Founder and Chairman of the board of Sterling Commodities Corporation. Mr. Greenberg served as a board member of the Commodities Exchange Inc. (COMEX), and later as its chairman from 1990 to 1992. He worked for a family business for a decade, and between 1970 and 1976 held a few different positions in the fields of investment banking and importing. In 1976 he started his career as an independent floor trader at the Commodities Exchange. He founded Sterling Commodities in 1982. Mr. Greenberg's other professional affiliations include the United Nations Development Corporation from 1992 to 1995; Casino America, from 1993 to 1997; Westair Inc., from 1989 to 1991; and Landmark Bank, from 1984 to 1987. He serves as an associate trustee for North Shore University Hospital, and in 1992 he received the Anti-Defamation League Metals Industry Man of the Year Award. In 1998, he established the Martin B. Greenberg Foundation Inc. He graduated from Hofstra in 1960. Mr. Greenberg has been serving as a member of the Board of Trustees of Hofstra University.

Jodie M. Gunzberg

Jodie M. Gunzberg

Jodie M. Gunzberg, CFA, is global head of commodities at S&P Dow Jones Indices. Ms. Gunzberg is responsible for the product management of S&P DJI Commodity Indices, which include the S&P GSCI and Dow Jones Commodity Index (DJCI), among the most widely recognized commodity benchmarks in the world. The indices represent the global commodity market and are most commonly used for the historical benefits of inflation protection and diversification to stocks and bonds. Prior to joining S&P Dow Jones Indices in 2010, Ms. Gunzberg worked for more than a decade analyzing commodities in various roles within the investment management and consulting business. Most recently, she was the chief investment strategist for an investment consulting firm. In her role she oversaw more than 350 plans ranging in size from USD 10 million to USD 13 billion and totaling more than USD 85 billion in assets. Ms. Gunzberg has published many industry pieces on hedge funds and commodity investing and is a frequent speaker and moderator. Jodie has given briefings to the U.S. Senate, U.S. House of Representatives and has participated in national think tanks. She is commonly quoted by the press and has been a guest on BloombergTV, CNBC, Fox Business, Reuters, Sky News, Channel NewsAsia, ETNow and CCTV2. Ms. Gunzberg is a CFA charterholder, member and curriculum consultant of the CFA Institute and is a Director on the Board of Directors for NYSSA. She is also a former director of the Board of Directors for CFA Chicago. She currently serves on the Advisory Board for the Department of Finance of Hofstra University. She received her MBA from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.

Alvin Kressler

Alvin Kressler

Alvin Kressler is a consultant to Brinson Patrick, a financial advisory firm specializing in ATM's. Previously he was Director of Research and Corporate Access at Bloomberg Tradebook. Before join Bloomberg he was the Executive Director of The New York Society of Security Analysts (NYSSA). At over 10,500 members, NYSSA is the largest CFA Institute Member Society. Prior to joining NYSSA, Mr. Kressler was the product manager for telecom and media equity research at Lehman Brothers. Before working at Lehman Brothers, Mr. Kressler was a senior research analyst at Friedman, Billings, Ramsey & Company (FBR) as well as at Kaufman Bros., LP, where he covered small- and mid-cap semiconductor and component stocks. In addition to his sell-side experience, he covered the broader technology sector as a buy-side analyst at Institutional Capital Corp. Preceding his work in the financial services industry, Mr. Kressler was an officer in the U.S. Army, serving first as an armor officer in Germany and in Operations Desert Shield and Desert Storm, and then as a finance officer in Germany. He holds an MBA from the University of Chicago and a BS from Drexel University.

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Andrew Lazar

Andrew Lazar

Andrew Lazar is a Managing Director and Senior Rates Salesperson on the BMO FIGG team. His primary focus is the distribution of U.S. and Canadian fixed income and related derivative products to hedge funds and investment managers. In addition, he authors a widely distributed daily technical analysis piece focused on U.S. interest rate strategies. Prior to BMO, Andrew was the Head of Hedge Fund Sales at AQS, the first of its kind equity securities lending ATS. Prior to AQS, Andrew was a Director of Fixed Income and Derivative Sales at UBS for twelve years.

Andrew earned an MBA from Regis University and a Bachelor of Science (Computer Science) from Hofstra University. He has successfully passed the GMT level 1 exam and holds FINRA Series 7 and 63 licenses.

Claude Mattessich

Claude Mattessich

Background:

  • Middle market commercial banking executive with 24 years’ experience in leverage lending including leverage buyouts and turnaround situations.
  • Began my career in 1994 at Bank of New York in their middle market asset-based lending group as a collateral field auditor and later entered into their credit training program. 
  • Worked mostly at banks and specialty finance companies providing senior secured and junior secured loans to highly leveraged borrowers in the middle market (loosely defined as companies with $10-$500mm of annual revenue).
  • Currently work at CIT Sponsor Finance where we provide lending solutions to private equity firms looking to buy and build investment portfolios of private middle market companies.
  • MBA, Banking and Finance, Hofstra Zarb School of Business, 1998. BA, Economics, Columbia University, 1991.
Ram Meenakshisundaram

Ram Meenakshisundaram

Ram Meenakshisundaram, CQF, CAIA, is an Associate Director at OpenLink Financial in the Financial and Risk Solutions Group. He has published in the Encyclopedia of Computers and Computer History. Before assuming his current position at OpenLink Financial, he was a Development Manager in the Commodity and Energy Solutions Group. Prior to joining OpenLink, Mr. Meenakshisundaram worked in software engineer positions at SBC Warburg Dillon, Read & Co, BlackRock Financial Management, and Systems Laboratories. Mr. Meenakshisundaram holds an MBA in finance from Hofstra University's Zarb School of Business, an MS in computer science from New York University's Polytechnic School of Engineering, and a BS in computer science from Pace University. In addition to these degrees, he holds a Certificate in Quantitative Finance and the Chartered Alternative Investment Analyst designation.

Frank Melaccio

Frank Melaccio

Frank Melaccio, CFA, is currently Director of Treasury for EmblemHealth. EmblemHealth is a New York based health insurance company with over $3 billion of invested assets within corporate and pension portfolios. He is responsible for managing the investment program, corporate liquidity, risk management, and banking related functions. Prior to joining EmblemHealth, Mr. Melaccio was a manager in the Structured Finance Group at PricewaterhouseCoopers LLP responsible for new structured product issuance modeling, securities valuation, and consulting. He also worked for the Bank of New York Mellon in the Corporate Trust Division. Outside the office, Mr. Melaccio is an adjunct professor in the Finance Department at Hofstra University teaching a graduate course on derivatives. Melaccio received his undergraduate degree in Finance and Economics from Fordham University and his MBA from the Zarb School of Business at Hofstra University. He is an invited guest speaker at various forums on pension and investment strategies. Mr. Melaccio is a CFA charterholder and a member of the New York Society of Securities Analysts.

Robert Meschi

Robert Meschi

Robert Meschi, CFA, is currently a Director at Intertrust having joined the predecessor of Intertrust (Walkers Management Services) in 2011. Mr. Meschi provides fiduciary services to a carefully selected and limited group of investment funds and has extensive experience with the establishment, review and oversight of investment vehicles. Prior to joining Intertrust, Mr. Meschi was Head of Research at Sciens Capital, a fund of hedge funds, where he performed due diligence on hedge funds as well as on acquisitions of other firms. Before Sciens and through 2007, Mr. Meschi was with Ivy Asset Management for ten years, where he was the Director of Research and managed a team of twenty investment professionals that monitored US$15B of assets allocated across 150 hedge fund organizations representing all major hedge fund investment strategies. At Ivy, Mr. Meschi was also a Portfolio Manager for discretionary and non-discretionary portfolios, a member of the Investment and Risk Committees and also built and led the firm's dedicated Operational Due Diligence team. Mr. Meschi began his career as a Reporter with Financial World Magazine in the publication's Statistics and Special Projects group. Mr. Meschi received an MBA in Finance from Hofstra University and a Bachelor of Science in Finance from Siena College. Mr. Meschi has also earned the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA).

Matthew Moran

Matthew Moran

Matthew Moran is vice president of business development for the Chicago Board Options Exchange (CBOE), where he is responsible for many of the exchange's educational efforts for pension funds, mutual funds, and other institutional investors. Previously, he was trust counsel at Harris Bank and vice president at Chicago Mercantile Exchange. Mr. Moran has delivered over 200 presentations on volatility, products and strategies at CFA societies and other financial organizations worldwide. Mr. Moran is an associate editor of two Institutional Investor publications -- The Journal of Trading and The Journal of Index Investing. Mr. Moran holds JD and MBA degrees from the University of Illinois.

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Greg Roeder

Greg Roeder

Greg Roeder, CFA, founded Adirondack Research & Management Inc. in 2004 and currently serves as head of its research department and as co-portfolio manager of the Adirondack Small Cap Fund. Prior to founding ARMI, Greg served 18 years in various capacities within the financial services industry, including analyst/portfolio manager for Eddy & Wakefield, equity research analyst for CL King and Associates and assorted roles within KeyCorp's credit/risk management groups. Mr. Roeder graduated from the State University of New York at Plattsburgh with a bachelor's degree in economics and Hofstra University with a master's degree in finance. He has been a holder of the Chartered Financial Analyst designation since 2002. As co-portfolio manager of the Adirondack Small Cap Mutual Fund, Mr. Roeder was recognized in 2011 and 2013 by Lipper Inc. for managing the best small cap value fund in the U.S. for the three-year period from 2008 to 2010 and for the five-year period from 2008 to 2012, respectively.

Joel Simkins

Joel Simkins

Joel Simkins has been a Director and Senior Gaming, Lodging, & Leisure Analyst at Credit Suisse Securities since October 2010. Prior to joining Credit Suisse, Joel was a Managing Director and Senior Gaming and Leisure Analyst for Macquarie Capital following his role as the Vice President and Senior Gaming and Leisure Analyst for Prudential Equity Group. In 2009, Joel was named Best Up & Coming Gaming & Lodging analyst by Institutional Investor Magazine. Prior to his tenure at Prudential, Joel spent three years on the buy-side at Slater Capital a long-short hedge fund where he helped manage a portfolio of gaming, lodging, leisure and restaurant investments. Joel's background also includes experience as a Senior Associate at Moody's Investors Service, as an Associate Analyst for Bear Sterns, and as an Associate Analyst for Deutsche Bank Securities. Joel earned a Bachelor's in Business Administration with a major in Banking and Finance at Hofstra University in 1998.

Salvatore F. Sodano

Salvatore F. Sodano

Salvatore F. Sodano is chairman and chief executive officer of Worldwide Capital Advisory Partners, LLC, which provides research and advisory services on corporate finance and investment activities, management, operations and technology matters, in addition to commentary and research on a range of global macro events and regulations. He is also senior advisor to the chief executive officer at Burke & Quick Partners, a position he held from 2012 to present, and where he also served as chairman of strategy and business development. In January 2015, Mr. Sodano became Chairman of the Board of Directors and Chairman of the Executive Committee and the Executive Compensation of Catholic Health Services. He is also Vice-Chair and member of the Board of Directors of Gabelli securities Inc. Mr. Sodano is the Sorin Distinguished Teaching Fellow at the Frank G. Zarb School of Business at Hofstra University. He has been a member of the faculty and Executive-in-Residence at the Zarb School since June 2005 and served as the Dean of the Frank G. Zarb School of Business from 2006 to 2010. Mr. Sodano also served as Chairman of Hofstra University’s Board of Trustees for the maximum three one-year terms from October 2002 through October 2005. For six years (1999-2005), Mr. Sodano served as the chairman and chief executive officer of the American Stock Exchange (Amex). He served as a member of the NASD board of governors from 1999 to 2004. Previously, he was a key executive at Westpac Banking Corporation. Earlier in his career, he held increasingly responsible positions at Bankers Trust Company, Morgan Guaranty International Finance Corporation (J.P. Morgan) and Price Waterhouse. Mr. Sodano received a master's in finance and investments and a bachelor's degree in accounting and economics, from Hofstra University.

Jermaine Warren

Jermaine Warren

Jermaine Warren is a Principal at ICV Partners, a New York-based private equity firm focused on investing in, and growing, middle market companies in North America.  Mr. Warren is responsible for sourcing and leading the evaluation and execution of investment opportunities as well as serving on the board of directors of various portfolio company investments.  Prior to re-joining ICV Partners in 2010, Mr. Warren was an investment professional with Starwood Capital Group Global LLC, a Greenwich, CT based real estate private equity firm. At Starwood, Mr. Warren was involved in both debt and equity investments across all real estate assets types. Prior to Starwood Capital Group, Mr. Warren worked at ICV from 2003 to 2005.  Mr. Warren started his career in finance within the investment banking division of Goldman Sachs where he was involved in various merger and acquisition assignments as well as equity and debt financings. Mr. Warren earned a Bachelor's degree in Finance from Hofstra University and a Masters in Business Administration from Harvard Business School.

Frank G. Zarb

Frank G. Zarb

Frank G. Zarb's career highlights include serving as nonexecutive chairman of American International Group from 2005 to 2006 and as chairman of the Nasdaq Stock Market during the dot-com boom of the late 1990s. He is also known for having led the nation's response to the first major oil embargo in the 1970s, when he served as the "energy czar" under President Gerald Ford. As chairman and CEO of the National Association of Securities Dealers (the largest self-regulator in the U.S.) and the Nasdaq Stock Market from 1997 to 2001, Mr. Zarb drove the exchange's emergence as a public company that handles stock trading around the clock and around the world. Previously, Mr. Zarb was chairman, CEO, and president of insurance brokerage firm Alexander & Alexander Services Inc.; vice chairman and group chief executive of The Travelers Inc.; and chairman and CEO of Smith Barney. Before joining Smith Barney, he served as a senior partner at Lazard Frères & Co. and as a general partner at Goodbody & Co. Mr. Zarb served in various capacities in the Nixon, Ford, Reagan, Bush, and Clinton administrations. From 1971 to 1977 he was executive director of the cabinet-level Energy Resources Council, administrator of the Federal Energy Administration, and assistant to the president of the United States for Energy Affairs (the "energy czar"). He also served in the Nixon-Ford administration as associate director of the Office of Management and Budget and as assistant secretary of labor. Mr. Zarb graduated from Hofstra University, where he also earned an MBA and an honorary Doctor of Law degree. He is an executive in residence at Columbia University and serves on the Council of Economic and Fiscal Advisors chaired by New York Governor Andrew M. Cuomo. Mr. Zarb is also the Nonexecutive Chairman and Promontory Advisory Board Member.

Stewart Zimmerman

Stewart Zimmerman

Stewart Zimmerman is the former Chairman of the Board, and Chief Executive Officer of the MFA Mortgage Investments. He served as the President of MFA Financial, Inc. from 1997 to June 2008. From 1989 to 1997, Mr. Zimmerman served as the Consultant to The America First Companies and served as its Executive Vice President. He served as the President and Chief Operating Officer of America First REIT, Inc. He served as President of several America First mortgage funds, including America First Participating/Preferred Equity Mortgage Fund, America First PREP Fund 2, America First PREP Fund II Pension Series Limited Partnership, Capital Source LP, Capital Source II L.P.-A, America First Tax Exempt Mortgage Fund Limited Partnership and America First Tax Exempt Fund 2-Limited Partnership. From 1986 to 1989, Mr. Zimmerman served as Managing Director of Security Pacific Merchant Bank. From 1982 to 1986, he served as First Vice President of EF Hutton & Company, Inc. From 1980 to 1982, Mr. Zimmerman served as First Pennco Securities and Cralin & Company. From 1977 to 1980, he served as the Vice President of Lehman Brothers. Mr. Zimmerman has a BA degree from the Michigan State University.