Advisory Board Members

Barry University Board of Trustee Members

John M. Bussel

Principal, Senior Financial Advisor
Chief Investment Officer
Team Hewins, LLC
Former Chair, Board of Trustees

Christopher J. Gruchacz, CFA

Senior Wealth Advisor
Calamos Wealth Management
Chair, Investment Committee, Board of Trustees

Michael O. O'Neil Jr.

Executive Director, Wealth Management
Financial Advisor
Morgan Stanley Smith Barney, Inc.
Former Secretary, Board of Trustees

SMIF Faculty Advisor

Stephen Morrell, Ph. D.

Professor of Economics and Finance
Andreas School of Business

Distinguished Business Community Members

David F. Kamons, CFA

Chief Investment Officer (Retired)
Firestone Capital Management, Wells Fargo Securities, Northern Trust
Former President, Miami CFA Society

Mark Walker, MD.

Olga and Mark Walker Family Foundation

Barry University Alumni Members

Corey M. Amon, CFA

B.S., 1996, Economics and Finance, Andreas School of Business, Barry University
Director, Chief Investment Officer
Division of Investment, Department of Treasury, State of New Jersey

Raul E. Ballester

Student Managed Investment Fund Co-Founder
B.S.B.A. (Honors), 2011, Finance, Andreas School of Business, Barry University
Manager, Financial Audit Corporate Audit Division
Chevron Services Company, a division of Chevron U.S.A Inc.

Sean P. Cooney

Student Managed Investment Fund Co- Founder
B.S.B.A. (Honors), 2012, (double major) Finance and Accounting, Andreas School of Business, Barry University
Vice President, Mergers & Acquisitions
Bank of Montreal Capital Markets

Christopher E. Hill, CFA

B.S., 2001, Economics and Finance, Andreas School of Business, Barry University
MBA, 2008, The Wharton School, University of Pennsylvania
Senior Vice President, Investments
Wells Fargo Advisors

Jennifer Quigley

B.S., 1995, Economics and Finance, Andreas School of Business, Barry University
Vice President
PIMCO, Global Wealth Management.

Debra Lopez-Spence

B.S. (Honors), 1996, Economics and Finance, Andreas School of Business, Barry University
MBA, 2003, Florida International University
Vice President, Insurance Sales & Services
Scotiabank Jamaica Insurance Company, Limited

John B. Levitz, CFP

B.S., 1991, Florida State University
MBA, Finance Concentration, 1993, Andreas School of Business, Barry University
Vice President, Financial Advisor
Ameriprise Financial Services, Inc.

Cardo Martinez, CFA, CPA

B.S., 2008, Finance, Andreas School of Business, Barry University
M.S., 2010, Finance, Gies College of Business, University of Illinois
M.S., 2011, Accounting, Gies College of Business, University of Illinois
Director, Risk Identification & Scenario Design
Royal Bank of Canada Capital Markets

Christopher S. Neill, CFA

B.S., 1995, Economics and Finance, Andreas School of Business, Barry University
MBA, 2001, Graduate School of Business, Columbia University
Partner and Director, Institutional Sales
Jensen Investment Management

Adelbert ‘Bert’ R. Sanchez

B.S., 1999, Economics and Finance, Andreas School of Business, Barry University
Director of Compliance and Operations
DePrince, Race and Zollo, Inc.

Iris Sanguinetti

B.S., 1987, Barry University
MBA, Finance Concentration, 1995, Andreas School of Business, Barry University
Managing Director, International Client Group
Union Capital Asset Management

Paul A. Thompson

B.S., 2000, Economics and Finance, Andreas School of Business, Barry University
MBA, 2003, Finance Concentration, Andreas School of Business, Barry University
Vice President, Senior Compliance Associate
J.P. Morgan Securities

Barry University Administration and Faculty Members

Michael Allen, Ph.D.

President

Susan Rosenthal MBA, CPA

Vice President
Division of Business and Finance

Joan M. Phillips, PH.D.

Dean and Professor
Andreas School of Business

Michael Broihahn, CFA, CPA, CMA

Associate Professor of Accounting
Andreas School of Business

Nichole Castater, Ph.D.

Associate Professor of International Business and Finance
Andreas School of Business

John D. Murray, PH.D.

Provost and Chief Academic Officer

Bernadine Douglas

Division of Institutional Advancement