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
  • Gregg Coury, B'95
    CEO, The Coury Firm
  • Jeff Coury II
    Co-Chief Investment Officer, The Coury Firm
  • Benjamin Greenfield, B'06
    Partner & Chief Investment Officer, Waldron Private Wealth
  • Kevin Lewis, B’08, MBA’11
    Vice President, Finance, U. S. Steel 
  • Jerry Marsico JD'02
    Senior Vice President, Investments; Financial Advisor, The Spanos Group
  • Jonathan Martin, B'04
    Financial Advisor, Ameriprise Financial
  • Roman Matusz
    Managing Director, Mass Mutual Pittsburgh
  • Marc Milic, CFP®, RICP®, B’91
    Partner, Senior Wealth Advisor, Douglas C. Lane & Associates
  • Angela Platt, L'05
    Managing Director, Goldman Sachs Ayco
  • Bradley Roth, B'11
    Chief Investment Officer, Thor Financial Technologies 
  • Bill Tunney, B'79
    (ret,) Managing Director, BNY Mellon
  • John R. Williams, Jr., B'86
    President & CIO, Avanath Capital Management