Recent News

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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Roderick Hardamon

Roderick is the product head for Single Managed Hedge Funds and Head of Strategy for the Hedge Fund Services at Citigroup. Rod is responsible for managing one of Citi's growth businesses encompassing over 400 Hedge Fund clients and $250 billion in assets under administration. Previously, Rod was Head of Integration for Securities and Fund Services…
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Jarrod Fong

Previously, Jarrod was the Manager of Private Equity at AT&T Investment Management. He received his undergraduate degree from the University of California in Los Angeles and his MBA from The University of Chicago - Booth School of Business.
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Lisa Davis

Previously, Lisa was an associate at Kramer Levin Naftalis & Frankel LLP. She received her undergraduate degree from Harvard University and her JD at the New York University School of Law.
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Marilyn Booker

I am the Global Head of Diversity & Work-Life at Morgan Stanley. Very early in my professional career, I made the decision that regardless of the job I had, it had to be one where I helped people, made a difference and actually had an impact.
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Sherrese Clarke

Previously, Sherrese worked at GE Capital, CIT and Morgan Stanley. She received her B.S. in Finance from Georgetown University and her M.B.A. from Harvard Business School.
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2nd Annual Wall Street Partners Dinner

On September 29, CUP hosted its 2nd Annual Wall Street Partners Event which featured the heads of Investment Banking from five major investment firms. Over 150 minority and women senior-level executives were in attendance throughout the day. Guests found the discussions extremely engaging and informative. The host committee included CUP Members Tess Amodeo-Vickery, Karina Cabrera,…
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