David Rockefeller Fellows Class of 2016-2017
Tracy Benard is the National Managing Partner of KPMG’s U.S. Advisory practice. Tracy assumed this role in July 2015 after more than 23 years of experience providing assurance and consulting services to global clients, primarily in the financial services industry. Tracy helps lead more than 10,000 partners and professionals in KPMG’s fastest growing business. She works with Advisory’s Leadership Team to set the U.S. strategy and help ensure alignment with the business’s strategic goals. She is also deeply involved in the career and skills development of Advisory’s professionals. Previously she was the National Service Line Leader of the Accounting Advisory Services practice and assisted clients with technical accounting and financial reporting matters related to acquisitions and divestitures. Tracy joined KPMG’s New York office in 1992 and spent nine years in the financial services Audit practice before moving to Advisory. She was admitted to the U.S. partnership in 2005. Tracy is a Northeast Trustee and Committee member for the Boys and Girls Club of America and resides in New York City with her husband David.
Sofia Chang is Executive Vice President, Worldwide Digital Distribution and Home Entertainment at HBO. In the role of Home Entertainment, she oversees the digital and physical transactional businesses globally. This includes the development, distribution and marketing of an extensive slate of HBO and Cinemax releases. With offices in New York, London and Toronto, the company’s titles are distributed in more than 60 countries around the globe. Adding to her current Home Entertainment responsibilities, she is now charged with overseeing digital distribution, including HBO NOW, which launched in 2015 and is distributed across multiple platforms including Apple, Amazon, Google, Roku, Xbox and more. She was named to this position in June 2015. Sofia joined HBO in 2000 in the HBO Home Entertainment division. She has held several positions throughout the company since. Prior to HBO, Sofia worked in consumer advertising in San Francisco and in New York City. She is on the board of the Time Warner Foundation and serves as chief financial officer on the DEG (Digital Entertainment Group) board. She lives in NYC with her husband and young daughter. She used to be an avid golfer; now she spends most of her spare time playing with Barbies.
David Cheikin is Executive Vice President of the New York region for Brookfield Property Partners’ office portfolio, responsible for the performance and strategic positioning of Brookfield’s 20 million feet of office and retail space and seven million square feet of development. Prior to his current role, David was the project lead for Brookfield’s recent retail repositioning and office reletting at Brookfield Place. Today, the multi-billion Brookfield Place project broadly acknowledged as the premier luxury shopping district and culinary destination in Lower Manhattan. The eight million square foot office complex is now fully occupied, including the 700,000 square foot headquarters for Time Inc., 450,000 square foot headquarters for Hudson’s Bay Company and 400,000 square foot headquarters for Bank of New York Mellon. Prior to joining Brookfield in 2002, David was a lease and valuation specialist in Jones Lang LaSalle’s New York office. David holds an MBA from Washington University in St. Louis, and an undergraduate degree in economics from the University of Rochester. He is a licensed real estate salesperson and a member of the Real Estate Board of New York.
Catherine Cook is currently the Executive Vice Prescient of Human Resources and Labor Relations for Bloomingdale’s, a division of Macy’s Inc. Catherine joined the Bloomingdale’s organization in 2007 as General Manager of the Tysons Corner store and subsequently assumed the role of Senior Vice President of the retailer’s West Coast stores in 2012. Prior to her time with Bloomingdale’s, Catherine held positions for various retailers across the country including Neiman Marcus and Bullocks. Throughout her career Catherine has focused on talent strategy, executive development, and employee engagement. In April of 2016, she relocated from Los Angeles, CA to New York City to assume her current position at Bloomingdale’s. Catherine plans to focus her local philanthropic efforts on women’s and children’s causes.
Sheila Dharmarajan joined ZMC (Zelnick Media Capital), a media and communications-focused private equity firm, in 2014. Ms. Dharmarajan is Head of Investor Relations and Business Development at ZMC and leads all of the investor relations, fundraising and deal sourcing activities at the firm. Prior to joining ZMC, Ms. Dharmarajan was an on-air television reporter for CNBC and Bloomberg Television, where she regularly reported on a wide range of business news and breaking stories. She has also served as the host of “The Future Is Now”, a Yahoo! web series focused on innovation and cutting edge technologies. Before her television career, Ms. Dharmarajan was an investment professional at Permira and Welsh, Carson, Anderson & Stowe, where she focused on analyzing and executing private equity investments across a range of industries including healthcare, consumer / retail and information services. Ms. Dharmarajan began her career as an investment banking analyst at Donaldson, Lufkin & Jenrette and was an associate director in the mergers & acquisitions group at IAC/InterActiveCorp. Ms. Dharmarajan holds BS in Finance & Management from the Wharton School at the University Of Pennsylvania and also earned her MBA from the Stanford Graduate School of Business. Ms. Dharmarajan sits on the boards of the Stanford GSB Alumni Association and Mt. Carmel Holy Rosary School in Harlem.
Nancy Elder has been Vice President and Chief Communications Officer for JetBlue Airways since 2014. She oversees all internal and external communications as well reputation and crisis management programs. Ms. Elder co-founded Matter Unlimited and served as its Chief Operating Officer and then Chief Strategy Officer from 2011-2014. Prior to this, Ms. Elder was the Chief Marketing Officer for Marsh. While at Marsh, she led a comprehensive restructuring of its global marketing function while simultaneously repositioning the brand and launching the award winning “Find the Upside” advertising campaign. Ms. Elder has spent her career shaping strategies and redefining brands for some of the world’s leading companies, including General Electric, MasterCard and Time Warner. Nancy started her career in PR and advertising at several of the world’s largest agencies on behalf of clients including American Express, IBM, General Motors, and Hasbro. Over the course of her career, she has worked on a number of transformative communication strategies including the MasterCard “Priceless” campaign and GE’s “Imagination at Work.” Nancy serves on Governor Cuomo’s Tourism Advisory Council and she is a board member of Matter Unlimited, United Conservationists and the Montauk Playhouse Community Center Foundation. She graduated from University of Georgia with a bachelor’s degree in journalism.
Josh Empson is a managing director based in the New York office of Providence Equity Partners. He is a director of Learfield Sports, MLS Media and NFL/PEP Ventures. Prior to joining Providence in 2013, Mr. Empson was a partner at NantCapital, an investment firm he co-founded, focused on media, mobile technology and healthcare software and services. Previously, he was a managing director at Forstmann Little & Co. where he led several investments in media and sports. Prior to Forstmann, he held various positions at United Online and NBC. Mr. Empson received a Bachelor of Arts from Princeton University.
Keith Endersen is a Regional Vice President for Wells Fargo’s Middle Market Banking Group in New York’s Manhattan borough. Keith is responsible for supervising commercial banking professionals that provide loan, treasury management, and deposit products to middle-market companies in Manhattan with annual sales greater than $20MM million. Keith moved to New York in September 2015 after spending 5 years in London as the head of the International Group’s Subsidiary Banking Team for Europe, the Middle East, and Africa. During his 17 year tenure at Wells Fargo, Keith has also worked in various groups in San Francisco, Los Angeles and St. Louis. Prior to joining Wells Fargo, Keith worked as an accountant for Trust Company of The West, and as an international compliance officer for The Capital Group Companies. Keith holds an M.B.A. in finance and marketing from the University of Southern California’s Marshall School of Business, and a B.S. in accounting from San Francisco State University. Keith is an avid cyclist and skier and is actively involved in long distance cycling fundraisers supporting HIV/AIDS treatment. Keith lives in West Chelsea with his Golden Retriever, Hank.
Steven Epstein is a corporate partner at Fried, Frank, Harris, Shriver & Jacobson LLP and co-head of the Firm’s Mergers & Acquisitions Group. Mr. Epstein has a diverse transactional practice which includes representing both public and private companies, investment banking firms and financial sponsors in connection with mergers, acquisitions, divestitures, takeover preparedness and corporate governance matters. Previously, Mr. Epstein was an investment banker at Credit Suisse where he advised companies in a variety of transactions, including IPOs, secondary offerings, PIPEs, private placements, and M&A opportunities. Mr. Epstein is regularly recognized by Chambers USA as an “Up and Coming” lawyer in Corporate/M&A, Legal 500 US in M&A: Large Deals and Superlawyers. He is also a NACD Corporate Governance Fellow and was recently recognized as a leading advisor to corporate boards in their Directorship 100 list of the most influential people in the boardroom community. Mr. Epstein currently serves on the Board of Directors of Fordham University School of Law, the Advisory Board of the Practical Law Company and is a member of the New York City Bar Association’s Committee: Mergers, Acquisitions & Corporate Control Contests. He received his JD from Fordham University Law School, where he was a Stein Scholar and a member of the Fordham International Law Journal, and received his BS from Cornell University. Mr. Epstein lives in Manhattan with his wife and two children.
Michael Gordon brought more than 20 years of financial management and business experience to his role as CFO of MongoDB. Michael has a strong background in finance, strategy and business operations and a track record of helping high growth companies scale successfully. Previously, he was the Chief Operating Officer and Chief Financial Officer at Yodle, where he was responsible for the strategic and operational management of all aspects of finance and business operations, business development, reseller programs, corporate development and legal affairs. Prior to Yodle, Michael was a Managing Director in the Media and Telecom investment banking group at Merrill Lynch, where he helped raise over $20 billion in capital for clients, including many initial public offerings, and advised clients on over $50 billion in mergers and acquisitions transactions. Prior to Merrill Lynch, Michael worked in brand management at Procter & Gamble. He is on the Board of Directors of Share Our Strength, one of the nation’s leading anti-hunger organizations, and is an advisor/board member to entrepreneurial and high growth companies. Michael received an A.B. from Harvard College and an M.B.A. from Harvard Business School.
Sophia Hudson is a partner with Davis Polk & Wardwell LLP. She is a member of the firm’s corporate department, with a focus on capital markets transactions and corporate governance. She represents clients across industries, their management and their boards of directors, on capital raising, securities law compliance and corporate governance. In 2016, Sophia was named a “Rising Star in Life Sciences” by Law360. Sophia earned her undergraduate degree from Princeton University, and her law degree from the University of Michigan Law School, from which she graduated magna cum laude. Sophia lives in Manhattan with her husband and three children.
Angie Klein is the Vice President of Consumer Distribution for Verizon’s wireline division. An experienced marketing and sales leader, she is responsible for sales acquisition strategy for Verizon Fios, and also has direct operational ownership of the Fios retail stores, digital search landscape, and 3rd-party agent channels, as well as the Verizon Enhanced Communities division accountable for the multiple dwelling unit segment. Prior to this role, Ms. Klein has held senior leadership positions including Northeast Area VP accountable for marketing, sales, call center operations and >$5B in annual revenue, and VP of New Product Development and Marketing Operations. Klein holds bachelor’s degrees from the University of Nebraska in both business and journalism. She was the recipient of the Nebraska Young Alumni Achievement Award in 2011, and honored as a Nebraska Alumni Master in 2014. In 2015, she was presented with the This Woman Means Business award at the annual Marketing to Women Conference. Angie also serves on the Lower East Side Girls Club Board of Directors in New York City.
Timothy G. Lyons is a Managing Director at Citigroup where he is responsible for the firm’s Recovery and Resolution Planning process. Previously Tim was co-head of Citi’s Comprehensive Capital Analysis and Review (CCAR) process. Prior to joining Citi, Tim has held senior roles in finance, strategy and business development at Morgan Stanley, Capital One and Lehman Brothers. He started his career at McKinsey and Company where he was a management consultant. Tim graduated from Princeton University, Oxford University where he was a Rhodes Scholar, and Harvard Business School where he was a Baker Scholar.
Sarah Hlavinka McConnell serves as Executive Vice President, General Counsel and Corporate Secretary for ABM. She assumed her position in May 2008 after serving as Senior Vice President and Deputy General Counsel commencing in September 2007. Prior to joining ABM, Ms. McConnell served as Vice President, Assistant General Counsel and Secretary for Fisher Scientific International. She was Acting General Counsel for Fisher’s $10 billion merger with Thermo Electron Corporation in 2006. Ms. McConnell’s extensive experience as a senior corporate counsel also includes serving as General Counsel for Benchmark Electronics; Associate General Counsel and Assistant Secretary for Hewlett Packard Company; and Senior Counsel at Cooper Industries. Ms. McConnell began her legal career as an Associate with Akin Gump Strauss Hauer & Feld LLP. Ms. McConnell received her law degree from the University of Texas School of Law. She graduated magna cum laude from Texas A&M University with a bachelor of arts degree in history and a minor in Spanish. She is a member of the Texas A&M College of Liberal Arts Development Council. Ms. McConnell and her husband, Mark, reside in New York. Her interests include sports and physical fitness, reading and travel.
Lynn McMahon is the office managing director for Accenture in New York Metro. In this role, Lynn is responsible for driving the local business strategy and engaging a staff of almost 5000 New York and New Jersey based resources. In addition to her New York Metro responsibilities, Lynn leads the Media and Entertainment industry group for Accenture in North America, a practice which serves clients in the broadcasting, entertainment, internet, social and publishing industries. Throughout her 30-year career with Accenture, Lynn has held a number of leadership positions within the Accenture Communications, Media and Technology operating group. Most recently, Lynn served as the chief operating officer for the group in North America, as well as the group’s sales director. She has also led a number of high profile technology and digital transformation engagements with large Accenture clients. In 2000, Lynn founded the Accenture Innovation Center in New York Metro, and subsequently served as the center’s director for six years. This center, the first of its kind when founded, provides leading edge technology capabilities and solutions, demonstration and development facilities, skilled professionals, and cross-industry expertise to help companies bring their ideas to life quickly. Lynn is the founder of the Accenture Women’s Leadership Forum, a premier client event for senior, female business executives in the communications, media and high tech industries. Lynn serves on the board of directors of the New Jersey Ballet Company and the World War II Memorial (Washington D.C.).
Peter Mintzberg is Chief Strategy Officer and Executive Vice President for OppenheimerFunds. Peter oversees Corporate Strategy, Business Intelligence, and Mergers & Acquisitions and is a member Oppenheimer’s Senior Leadership Team. Prior to OppenheimerFunds, Peter was with BlackRock, as a senior member of the Corporate Strategy group. He was also the Regional Head of Strategy and CMO for Latin America & Iberia. Before joining BlackRock, Peter worked for McKinsey & Co. in New York, San Francisco and Sao Paulo. Over a total of five years at McKinsey, Peter led a variety of strategic and operational projects for U.S. and international firms with a significant focus on financial services. Peter also co-founded a private investments firm that he co-led from its inception to its acquisition by Spain’s Banco Santander. Peter has an MBA from Harvard University.
Nadine Mirchandani, Americas Transaction Leader for the Financial Services Organization brings more than 23 years of experience providing advisory and assurance based services in the financial services sector. Ms. Mirchandani focuses on leading large complex corporate and financial sponsor M&A transactions, advising on both the sell and buy-side. Ms. Mirchandani advises a number of significant institutions and private equity clients. In her Managing Partner leadership role, Ms. Mirchandani sets strategy for the practice in connection with markets, talent and operations, serves on leadership committees and is responsible for delivering business unit results. Ms. Mirchandani holds a Global Financial Services industry leadership role as a Transactions Sector Leader and is also the Firm’s Global Client Service Partner for a large global bank where she is responsible for overseeing the firms overall client relationship. Ms. Mirchandani has worked extensively in the US, Canada and the UK, and has transaction experience that includes Western Europe, Asia and various Latin American countries. Ms. Mirchandani is a frequent speaker and contributor on topics relating to financial services, FinTech, mergers, acquisitions and divestitures, and is actively involved in the firm’s talent strategy including as a speaker at leadership forums and events. In 2012, Nadine was featured in Diversity Journal’s Women Worth Watching Issue. Ms. Mirchandani is a member of the Board of Directors of City Harvest in New York.
Jeremy Moss is Executive Vice President and Director of Leasing for Silverstein Properties where he manages all aspects of office leasing at the new World Trade Center. Jeremy has overseen several million feet of office leases in the new towers, bringing 7 WTC to 100% occupancy, 4 WTC to 80% occupancy and completing a 700,000 square foot lease with advertising giant WPP that allowed for the financing and construction of 3 WTC. His success earned him the Commercial Observer’s 2015 Rising Star award. Prior to joining Silverstein Properties, Jeremy was Vice President for Commercial Development and Leasing at Forest City Ratner Companies, where he managed leasing of the company’s 6 million square foot office portfolio, including the New York Times Building and MetroTech Center. Jeremy also worked on the planning phases of Barclays Center and Atlantic Yards in downtown Brooklyn. Jeremy started his career in 1998 as a project manager at the Central Park Conservancy where he worked on capital projects including the restoration of many of the parks historic structures such as Bethesda Terrace, Mariners Gate and the Ladies’ Pavilion. Jeremy currently serves as a Board Member and Development Committee Chair for Brooklyn Boatworks and is an active member and supporter of numerous New York City organizations including the Real Estate Board of New York, the New York Philharmonic, Jazz at Lincoln Center, and the Central Park Conservancy. Jeremy received his BA in economics and political science from Johns Hopkins University in Baltimore, Maryland in 1997.
Elizabeth Prewitt is a Partner with Hughes Hubbard and Reed LLP in New York. Her practice focuses on international cartel and criminal matters, government and internal investigations, and complex litigation. She represents major companies, financial institutions, and senior executives across a wide range of industries, including financial services and life sciences. For 16 years, Ms. Prewitt was a trial lawyer for the U.S. Department of Justice (DOJ) and served as Assistant Chief of the DOJ Antitrust Division’s New York office from 2012-2014. During her tenure at the DOJ, Ms. Prewitt led several complex, large-scale investigations into bribery, money laundering, major fraud, tax and antitrust violations. She was the Antitrust Division’s lead prosecutor investigating global financial institutions for alleged rigging of benchmark interest rates (LIBOR) and the alleged rigging of certain foreign currency exchange rates (Forex), from the inception of those investigations until her appointment as a Visiting International Enforcer to the European Commission’s Directorate-General for Competition in Brussels in March 2014. Ms. Prewitt is a first-chair jury trial litigator, and was twice the recipient of an Attorney General’s Award for Distinguished Service (the DOJ’s second-highest award) and twice the recipient of the Assistant Attorney General’s Award. She is frequently an invited speaker on topics including cross-border investigations, enforcement in the financial services industry, anti-corruption (FCPA), anti-money laundering (AML), and compliance.
David B. Stafford is the Senior Vice President and General Counsel of McGraw-Hill Education, a position to which he was appointed in May 2012. As general counsel, he is responsible for all legal matters affecting McGraw-Hill Education and manages a team of attorneys that support McGraw-Hill Education’s business operations across the globe. Prior to May 2012, David was vice president and associate general counsel at The McGraw-Hill Companies. As a senior member of the company’s legal department, he practiced in a wide variety of legal areas, with a focus on the company’s financial information businesses. From 2006 to 2009, David served as senior vice president, Corporate Affairs, and assistant to the chairman and chief executive officer of The McGraw-Hill Companies, where he was responsible for the marketing, communications, government affairs, and community relations activities of the company and advising the chairman and chief executive officer on matters involving the Board of Directors and the management and operation of the company generally. Prior to 2006 he was associate general counsel at The McGraw-Hill Companies. Before joining The McGraw-Hill Companies in 1992, he was an associate at the New York City law firms of Battle Fowler and Rosenman & Colin, where he specialized in corporate law. David is a graduate of Columbia University, where he received his bachelor’s degree, and a graduate of Cornell Law School, where he received his J.D. degree. He serves as Vice Chairman of the Board of Trustees of YAI Network, a not-for-profit that provides services to people who are developmentally disabled. He lives in Scarsdale, New York with his wife Caryn, who is an attorney at the Weil Gotshal law firm in Manhattan, and has three children.
Jane Veeder is a Senior Vice President and Head of Integrated Risk for Zurich Insurance Group. In this role, Jane develops customized insurance solutions for Fortune 500 companies in the technology, energy, healthcare, retail and manufacturing sectors. Jane is a member of Zurich’s WIN Network, whose focus is promoting advancement of women in the insurance industry. Prior to joining Zurich in 2010, Jane held a variety of positions at AIG. She was the Midwestern Regional Underwriting Manager for AIG’s WorldSource Crisis Management, specializing in kidnap, ransom, extortion, and product recall insurance. While with AIG, Jane was also the Assistant Regional Manager for Executive Liability’s Private/Non Profit division in Chicago. In this role, Jane managed a portfolio comprised of directors and officers, employment practices, fiduciary and crime liability coverage. Jane began her insurance career as a Walter E. Wattle’s Fellow at Lloyd’s of London in 2001. Jane holds a Bachelor’s of Science in Human and Organizational Development from Vanderbilt University, cum laude, and a Masters of Business Administration from Northwestern’s Kellogg School of Management. She lives in Manhattan with her husband, Peter Manno, and their son.
Sharon Yeshaya is a Managing Director of Morgan Stanley and serves as the Head of Investor Relations. She was previously Chief of Staff in the Office of the Chairman and CEO. Prior to that, she served as Co-Head of New Product Origination for Derivative Structured Products in the Fixed Income Division and also held various research, trading and structuring roles in Fixed Income. Sharon worked in both New York and Hong Kong. Sharon began her career at Morgan Stanley as an analyst in the Mergers & Acquisitions department of the Investment Banking Division. Sharon graduated summa cum laude, Phi Beta Kappa, from the University of Pennsylvania with dual degrees in Finance and Economics from the Wharton School and the College of Arts & Sciences, respectively.
David Zussman is Vice President of Special Projects and Development for Related Companies. He focuses on acquisitions, capital markets transactions, and deal execution across a number of the company’s business platforms. Mr. Zussman is also involved in certain strategic initiatives and corporate activities, including oversight of several of Related’s divisions and businesses. He has played a critical role in many of Related’s largest and most complicated transactions, including the $1.3 billion acquisition of Time Warner’s office condominium at Time Warner Center, Related’s 847 million NIS bond offering on the Tel Aviv Stock Exchange, the $5.0 billion capitalization of 30 Hudson Yards and The Shops and Restaurants at Hudson Yards, and securing Related’s corporate credit facility. Mr. Zussman is also actively involved in the development of Hudson Yards, Related’s 17 million square foot development that is transforming the west side of Manhattan. Prior to joining Related in 2010, Mr. Zussman worked in the Real Estate Investment Banking group at Lazard Frères & Co. He earned a BBA with High Distinction from the Stephen M. Ross School of Business at the University of Michigan.