Category Archives: BOD

Board of Directors

Carmen Rita Wong

Carmen Wong Ulrich is Co-Founder and President of ALTA Wealth Management. She is a financial contributor to CBS “This Morning”, a frequent expert guest on ABC’s “The View,” host of Yahoo’s “On File” series and is the money advice columnist for Good Housekeeping magazine. Carmen has a Master’s degree in psychology from Columbia University, Teachers College and…
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Lucas F. Torres

Lucas F. Torres has extensive experience in all aspects of domestic and international capital markets transactions, with a particular familiarity in financings by utilities and other energy companies. PRACTICE & BACKGROUND Mr. Torres represents one of the largest investor-owned electric utility systems in the United States in a wide range of corporate finance and securities…
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Jose L. Tavarez

Mr. Tavarez is a Managing Director, Head of Emerging Markets Financial Institutions Sales, Americas Region at Bank of America-Merrill Lynch.  Mr. Tavarez manages a team of professionals across the US and Latin America responsible for marketing global emerging markets fixed income products to the firms largest institutional clients. Mr. Tavarez has held a number of…
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John Siegal

John Siegal is Partner at Baker Hostetler. John serves as Baker Hostetler’s New York Litigation Coordinator with practice management responsibility for approximately 100 attorneys in the firm’s New York City office. John has a J.D. from New York University School of Law and a B.A. from Columbia University, Columbia College.
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Jacques-Philippe Piverger

Previously, Jacques-Philippe was a Founder and Senior Partner of The Soleil Group as well as an investment professional at Barclays Capital and Friedman Billings Ramsey. He received a B.S. in finance from Georgetown University and an MBA from the Tuck School of Business at Dartmouth where he was a Private Equity Research Fellow.
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Martez R. Moore

Martez R. Moore is the Chairman & CEO of Moore Frères & Company, LLC, a technology, media, and telecom investment firm that acquires and transforms companies undergoing strategic and operational inflection points.  Most recently, Mr. Moore was an Executive Vice President of VIACOM Inc., where he had both P&L and strategy responsibilities, overseeing organic growth strategies, business…
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Johnita Walker Mizelle

Johnita Walker Mizelle is Head of Corporate, Endowment & Foundation Sales at Progress Investment Management Company, LLC. She is responsible for the development, coordination and implementation of strategic marketing and sales to Progress’ clients and prospects within the corporate pension, endowment and foundation sectors. Johnita received a Bachelor of Science degree from Spelman College and received her Master…
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Sekou Kaalund

Previously Sekou held a number of leadership positions at Citigroup. He received a B.A. from Hampden-Sydney College, where he was a merit scholar, and an M.P.P from Duke University, where he was a Woodrow Wilson Fellow and a Donnelly Foundation Fellow.
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Cheryl C. Joyner

Previously, Cheryl worked at Live Nation, Jazz at Lincoln Center and as a key marketing executive for major recording labels Universal Music Group, Sony Music and Warner Bros. Records. She earned degrees at Williams College and Harvard Business School.
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David R. Jones

David R. Jones is the Co‐Founder, President and Chief Executive Officer of CastleOak Securities, L.P. CastleOak Securities is a leading boutique investment bank with a broad offering of financial services including equity sales and trading, fixed income sales and trading, and financial advisory services. Since founding CastleOak Securities in 2006, Mr. Jones has overseen the…
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Jim Holmes

Jim Holmes serves as Managing Director and Head of the Americas Region for Thomson Reuters Financial and Risk business, with over 23 years experience in banking, brokerage and financial information services. In his current role, Jim oversees 800 frontline professionals who retain and grow $1.8 billion of Thomson Reuters annual revenue. He is responsible for…
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