Mary Josephs is the Founder and CEO of Verit Advisors LLC. Ms. Josephs is a nationally recognized leader with more than 35 years of experience with employee ownership as a specialized succession and liquidity transaction...

Marsha Cruzan is a trusted Board Director adept with crafting public/private companies’ business growth strategies by: Completing numerous M&A transactions, offering strategic counsel and forging key connections to spur business growth.Leading comprehensive risk analysis, implementing...

Tracey is a retired partner from Goldman Sachs. Tracey has 30+ years of financial services experience. As a partner since 2010, Tracey had a broad range of responsibilities in a highly complex and regulated industry....

Senior Executive, Business Leader, Former Equity Sell-side Analyst, Board Member and Advisor with a career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value....

Roxanne Martino is the Co-Founder of OceanM19, a single-family investment office. Ms. Martino serves as The Lead Independent Director of Ventas, Inc., (NYSE: VTR), an S&P 500 company which is a top-tier real estate investment...

Mary Jo Herseth is the Principal of Starland Consulting LLC and the former Senior Vice President and National Head of Banking for Harris Private Bank. Ms. Herseth joined Harris Private Bank in September 2009 after...

Beth joined Oppenheimer in 2024 as Head of Public Finance. With over 30 years of industry expertise, she has completed $40 billion in transactions throughout her career. Ms. Coolidge most recently led UBS’s Midwest Public...

Kristi L. Rowsell is an independent director of State Street Investment Management SPDR ETFs, a director of the Oakmark Funds, and member of the Board of Governors for the Investment Company Institute. She retired from...

Trish Halper is currently the co-Chief Investment Officer at Cercano Management, a multi-family office. Prior to joining Cercano, she was the Chief Investment Officer for the Global Family and Private Investment Offices at Northern Trust....