The Investment Strategy Institute Advisory Council (ISIAC) advises the Dean and finance faculty on enhancing the Investment Strategy Institute and associated educational programs in finance in ways that align with the school's strategic directions.

Council Members

  • Louis Civitarese, B'11
    Founder, Three Rivers Diversified Capital, LLC
  • Paolo DiPasquale, B'06
    Managing Director Institutional Equity, Canaccord Genuity
  • Benjamin Greenfeld, B'06
    Partner & Chief Investment Officer, Waldron Private Wealth
  • Jared Hoff, B'00
    Vice President, Senior Portfolio Manager, Federated Hermes, Inc.
  • Kevin Lewis, B’08, MBA’11
    Vice President – Finance, U. S. Steel 
  • Jerry Marsico
    Senior Vice President, Investments/Financial Advisor, The Spanos Group
  • Jonathan Martin, B'04
    Financial Advisor, Ameriprise Financial
  • Angela Platt, L'05
    Executive Financial Management/Mideast Region, Asset & Wealth Management, Goldman Sachs Ayco Personal Financial Management
  • Bradley Roth, B'11
    CIO, Thor Financial Technologies 
  • John Stipanovich, B'99
    VP, High Yield Analyst, Eaton Vance
  • John R. Williams, Jr., B'86
    President & CIO, Avanath Capital Management