Board member. PE and Fintech Advisor. Financial Services Advisor. Fellow and Author at Harvard and Georgetown
I am a Board member of public companies, private companies, and an insurance mutual fund complex. I typically Chair, or am a member of the Risk, Technology, and Audit Committees. I have deep financial service experience and a broad network of CEOs and C-Suite executives whom I work with. I have deep risk, technology, and strategy skills as well as specific product knowledge in consumer banking, insurance, capital markets, wealth and asset management, and payments.
I have been a financial services consultant and practitioner for nearly 40 years. I began my career at McKinsey where I served all manner of financial service companies. I led McKinsey's and BCG's PE practices. I have extensive relationships across financial services, PE, and venture firms.
I left McKinsey after over 20 years to become the Chief Risk Officer for Chase (all consumer products) during the mortgage crisis. I reported to the CEO and the Board. I worked closely with regulators and a staff of 10,000 people.
I then joined BCG, where I was a Senior Partner and helped build a PE practice while serving financial institutions. I continue to be an active Advisor to BCG.
I am a Director at Flagstar. I am on the Board of Mphasis, a public global IT company. I also sit on the Guardian Life Mutual Funds Board. I also sat on the Board of DHB Capital, a SPAC (recently dissolved). I sit on several private equity boards and advise private equity complexes and venture firms. I advise a broad range of financial technology firms. I also serve on a number of not-for-profit Boards.
I sit on the Investment Committee of the Simons Foundation, one of the largest Charitable organizations in the U.S., supporting basic research in mathematics and the basic sciences.
I am a Senior Fellow at Harvard, Wharton, Georgetown, and Kellogg. I have written papers on topics ranging from community banking to access to credit to information security. Papers have been cited in The Financial Times, The Wall Street Journal, The New York Times, Bloomberg News, NBC Nightly News, among others. I have spoken broadly, including at the House Small Business Committee, the Federal Reserve, and various Universities and trade groups.
I am a Senior Fellow at the City College of New York, providing knowledge and mentoring to a highly diverse, lower income student body.
I attended Princeton University and graduated Summa Cum Laude. I also attended Harvard Business School where I was a Baker and Ford Scholar (awarded to the number one student in each graduate school).
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Board member. PE and Fintech Advisor. Financial Services Advisor. Fellow and Author at Harvard and Georgetown
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