About the College
Executive Advisory Council
Title: Vice President, Ascensus Consulting
Bio: John Townsend is Ascensus Consulting's vice president and national head of client service and operations. Ascensus Consulting is a retirement administration, plan design, and actuarial firm. Previously, Townsend was vice president of of T. Rowe Price Group, Inc. and the general manager of its Tampa Financial Center. He was responsible for retail account management and retirement client services. Townsend joined T. Rowe Price in 1993 and has held several leadership positions there, eventually serving as the manager of the firm's Participant Service Center in Owings Mills, MD. He left T. Rowe Price in 2004 and joined BISYS Retirement Services as vice president of client services. In 2005, he returned to T. Rowe Price and remained there until joining Ascensus in 2017. Townsend graduated from Randolph-Macon with a BA in English. He is also a Series 7, 24, and 63 FINRA registered representative.
Title: Managing Partner Emeritus
Company: Cherry Bekaert LLP
Bio: B. Terry Aidman served as managing partner (emeritus) of Cherry Bekaert LLP through the spring of 2013. As a Certified Public Accountant and Certified Merger and Acquisitions Advisor with diverse experience, he provided strategic accounting and business services to privately-held and publicly-traded clients across a spectrum of industries. Prior to joining CB&H, Aidman, developed a leading position in Tampa Bay as managing partner of Aidman, Piser & Company, serving mid-market businesses, entrepreneurs and publicly-traded corporations for more than 17 years. He also previously served as both the director of tax services and as managing partner for the Tampa Bay offices of an international accounting firm. He attended Southern Methodist University and graduated from the University of South Florida with a degree in accounting. He currently serves on and is past chair of the USF Lynn Pippenger School of Accountancy Advisory Board, and is a member of the USF President's Council and an honorary member of Beta Alpha Psi. Terry serves on numerous boards, both for profit and non-profit organizations, and also received the Florida Institute of Certified Public Accountants Public Service Award for his commitment to community service. He also serves as a columnist for the journal of accountancy.
Title: Chief Financial Officer
Company: Florida Medical Clinic
Bio: Chris Alvarez is the chief financial officer of Florida Medical Clinic, PA. The independent, multi-specialty physician practice has more than 300 physicians in approximately 55 locations across Tampa and Eastern Pasco County. Alvarez has more than 20 years experience in health care. He began his career as an auditor in Ernst and Young's healthcare practice and served in senior financial roles with two large hospital systems in the Tampa Bay area before joining Florida Medical Clinic.
Title: Chief Executive - Professional Tennis
Company: United States Tennis Association
Bio: Stacey Allaster is tasked with setting the strategic vision for the USTA's pro tennis division - including oversight of the U.S. Open, Emirates Airline U.S. Open Series, Davis Cup, Fed Cup, and more. She works closely with the USTA Board of Directors and the USTA professional tennis staff to ensure the continued viability of professional tennis in the United States. Allaster has a long history in tennis. She began with her first job, at age 12, cleaning red clay courts at a community club. She was active in the sport through high school and college. After a post-college stint at the Ontario Tennis Association, Allaster joined Tennis Canada, where she served in a variety of positions - including tournament director of the Canadian Open in Toronto, now known as the Rogers Cup. From 2006-2015, Allaster worked with the Women's Tennis Association, beginning her tenure there as president and eventually serving as CEO. There, she generated an estimated $1 billion in diversified contracted revenues, built and grew the brand locally, and secured a 10-year media agreement, the largest live media rights and production venture in women's sports history.
Title: Senior Vice President, Investments
Company: Raymond James
Bio: Barry Alpert joined Raymond James in 1997 as managing director, investment banking and currently holds the title of senior vice president, investments. Alpert also has extensive experience in the banking and insurance industries, having served in leadership positions for numerous financial services companies including Home Life Financial Assurance Corp., Pioneer Western Corp., Western Reserve Life Insurance Co., and Colony Savings Bank. He is a former member and chairman of the Florida Real Estate Commission. He received his bachelor's degree from Roosevelt University in Chicago and his graduate degree in banking from the University of Wisconsin. Alpert was inducted into the Tampa Bay Business Hall of Fame in 2004 and serves on the boards of several philanthropic and professional organizations.
Title: Senior Vice President / Chief Financial Officer
Company: GTE Financial
Bio: Brad Baker is senior vice president and chief financial officer of GTE Financial. Prior to joining GTE, Baker worked for Texaco/Star Enterprises, (a multibillion dollar joint venture between Texaco and Saudi Aramco which included oil exploration and drilling, refineries and retail distribution), as the assistant controller for the Florida region. A 1985 graduate of USF, Baker earned bachelor's degrees in Management Information Systems and Accounting. His credit union and community involvement includes serving on the board of the Tampa Chapter of Credit Unions, and he is a graduate of Leadership Tampa class of 2003.
Title: Chief Executive
Bio: Arnie Bellini is chief executive officer of ConnectWise. He co-founded the business with his brother, David, in 1982 after recognizing the impact that microcomputers would have on business. In 1998, Bellini transformed the company's best practices into an integrated, workflow-driven business management solution that would benefit all IT services companies. The result was the creation of the ConnectWise business operating system, which became one of the world's top business management platform. The company quickly exceeded industry standards, which boosted revenue. ConnectWise has since helped thousands of IT solution firms achieve high levels of service and profitability. Bellini, who is a certified public accountant, earned a bachelor's degree in accounting from the University of Florida and a master's degree in business administration from the University of South Florida.
Title: Founding Partner
Company: SE Capital, LLC
Bio: Brad Bernstein is a managing partner at Chicago-based SE Capital, LLC, a private equity firm that he co-founded in 2001. Bernstein focuses on identifying new investment opportunities and works with existing portfolio companies on strategic planning, financial management, and ongoing corporate development. He is also responsible for the overall administration and management of SE Capital's day-to-day operations. Bernstein has more than 25 years of private equity and investment banking experience. He has served on the board of directors of numerous private companies and non-profit organizations. He earned a BA in finance from the University of South Florida and also holds an MBA from The Kellogg Graduate School of Management at Northwestern University.
Company: Florida Funders
Bio: Marc Blumenthal is a serial entrepreneur and visionary leader in the technology industry, as well as an active investor in early-stage companies, providing advice and counsel to their founders. With his three decades of experience in the world of startups, Blumenthal was a natural choice to help build Florida Funders, a Florida-focused investor network and online investing platform, where he is also an investor-member and serves on the company's Board of Managers. Blumenthal has spent his career leading companies and sales organizations in business-to-business technology solutions. His firms have provided clients throughout North America and Europe with business technology solutions and software for enterprise resource planning, customer relationship management, and human capital management.
Title: Chief Financial Officer (Retired)
Company: TECO Energy
Bio: Sandy Callahan served as the chief financial officer of TECO Energy, Inc., a publicly held Tampa-based company with annual revenues of $3.5 billion and electric and gas utility operations in Florida, electric generation in Guatemala, and coal operations in Kentucky. She was named chief financial officer in July 2009, and previously held the position of treasurer, vice president of risk management, and chief accounting officer until 2017. A licensed Certified Public Accountant, Callahan was an audit manager with the public accounting firm Coopers and Lybrand before joining TECO in 1988. Callahan currently serves on the boards of numerous professional and charitable organizations.
Company: Kablelink Communications
Bio: Craig Cuffe is the founder and president of Kablelink Communications, which provides installation work for Bright House Networks. Though the firm is just 15 years old, it now boasts nine offices throughout Florida. Cuffe is also a co-owner of two restaurants in Seminole Heights, The Refinery and Fodder and Shine. He is a Tampa native, an alumnus of both Jesuit High School and USF.
Robert M. Dutkowsky
Title: Chief Executive Officer
Company: Tech Data Corporation
Bio: Tech Data is one of the world's largest wholesale distributors of technology products, services and solutions, serving 125,000 resellers in more than 100 countries. Robert M. Dutkowsky oversees all aspects of the company's worldwide IT products distribution operations. Dutkowsky joined the company in 2006, bringing more than 30 years of experience in the IT industry, including senior management positions in sales, marketing and channel distribution with leading manufacturers and software publishers IBM, EMC, and J.D. Edwards. Dutkowsky serves on the board of directors for several local organizations and nonprofits. He earned a bachelor's degree in labor and industrial relations from Cornell University and is a recipient of the 2000 Ellis Island Medal of Honor recognizing distinguished American citizens.
Title: President & CEO
Company: Hyundai of New Port Richey
Bio: Scott Fink is president/CEO of six dealerships in the state of Florida, including Hyundai of New Port Richey, the nation's largest volume Hyundai dealership. Fink started in the automotive business at Ford Motor Company in 1983. He left Ford in 1989 and became the operational partner at Clearwater Mitsubishi (Clearwater FL). Fink grew the dealership to consistently rank in the top 10 in sales volume from 1989 to 2000, reaching the # 1 volume dealership in the nation for the years 1994-1995. In 1998, Fink and a partner purchased Clearwater Toyota and eventually sold it to Sonic Automotive. In 2003, Fink opened Hyundai of New Port Richey, a store that has, for the past 110 consecutive months, achieved status as the largest volume Hyundai dealer in the Southern Region, setting and resetting numerous sales records. Fink also serves on many business and philanthropic boards.
Title: President and Chief Executive Officer
Company: Grow Financial Federal Credit Union
Bio: Robert Fisher is president and chief executive officer of Grow Financial Federal Credit Union in Tampa. Fisher has been active on the boards of several organizations. He has also served on various industry boards and committees. Fisher has also served on the advisory committee for the Industrial Management and Systems Engineering department at USF. Fisher is an actively licensed Certified Public Accountant in Florida. He earned a bachelor's degree in business from Miami University, in Oxford, Ohio, with concentrations in economics and marketing, and attended Yale University's School of Management to study advanced management studies.
Title: Director of Strategic Development
Bio: Ron Floto joined Fintech in May 2009 as director of strategic development.
A former resident of Hong Kong, Floto served as CEO and was on the board of directors of Dairy Farm International Holdings, Ltd. Floto has decades of experience, including positions at the Pentagon and Department of Transportation, and corporate management positions at Jewel Food Stores, Buttrey Food Stores, Kash n' Karry Food Stores, and the Super K Division of Kmart Corporation. He received an MBA with high distinction from Harvard Business School and was named a Baker Scholar. He also holds a BS in engineering from the United States Military Academy. Floto served in the United States Army and is a Vietnam veteran.
Steven D. Freedman
Company: Freedman's Office Furniture & Supplies
Bio: Steve Freedman founded Freedman's Office Furniture in 1980, shortly after graduating from the USF Muma College of Business with a BA in finance. The firm has grown to include two furniture showrooms, a 40,000-square-foot distribution center, and the opening of Freedman's Office Supplies. Freedman is an active member of the Tampa Bay business community, belonging to several civic organizations, and also contributes to many charities. He has also served as a mentor in the USF Muma College of Business Corporate Mentor Program.
Title: Senior Vice President, Product Leadership
Bio: Brian Fuhrer is SVP, Product Leadership for Nielsen. He is responsible for Nielsen's National and cross-platform television audience measurement initiatives supporting major media clients, Internet companies, and advertising agencies. Nielsen's cross-platform efforts include identifying and measuring the opportunities digital media creates for traditional media and advertising clients. Fuhrer has experience working with a broad range of clients on how Internet-based television viewing can be merged with traditional television ratings, and developing measurement solutions for the opportunities presented by the migration to on-demand viewing. With more than 25 years in media research and product development at Nielsen, Fuhrer's experience spans the U.S. media and advertising industry as well as overseas markets where Nielsen has a media presence in more than 30 countries. He earned an Bachelor of Arts in Marketing from the University of South Florida. He lives in Palm Harbor, Florida with his wife and five children.
Title: Tampa Market President
Company: Mutual of Omaha Bank
Bio: Tampa native Henry Gonzalez has enjoyed a lengthy career in banking. He began his banking career as a loan representative at The Bank of Tampa in 1992. He worked for First Union for two years in the mid-90s before returning to The Bank of Tampa in 1997, serving in increasingly responsible roles, eventually as executive vice president, before leaving the bank in 2011 to take on an entrepreneurial challenge: running Firm Solutions Holdings, LLC as president. Platinum Bank brought him back to banking when it hired him to serve as president of its Tampa Bay region in 2012. In 2015, he joined Mutual of Omaha Bank. Over the years, Gonzalez has held numerous leadership roles in the Tampa community. He serves on several community boards and is a member of the Krewe of the Knights of Sant' Yago. Gonzalez is a dual-degree alumnus of the USF Muma College of Business, earning a Bachelor of Arts in Finance and an MBA from USF.
Company: Tampa Bay Lightning & Amalie Arena
Bio: Steve Griggs became the president of the Tampa Bay Lightning and Amalie Area less than four years after joining the organization as its chief operating officer. Before coming to Tampa Bay, he spent nearly three years serving as executive vice president of sales and marketing for the Orlando Magic. During his time in Orlando, Griggs oversaw the Magic's corporate partnerships, premium sales and services, season ticket services and operations, brand management, event presentation and ticket sales departments. Griggs served for eight years as the vice president of sales and service for the Minnesota Wild of the National Hockey League and its parent company, Minnesota Sports & Entertainment. Prior to joining the Wild, Griggs served as the vice president of corporate sales and service for Sportsco International, LP and SkyDome. The Aurora, Ontario native also worked for both the NBA's Toronto Raptors and the NHL's Toronto Maple Leafs as the director of ticket sales and service.
Title: Vice President
Company: Lucky's Real Tomatoes
Bio: Linda Marcelli serves as vice president for Sunrise Sun-Ripened Tomatoes, Inc. (Lucky's Real Tomatoes), which grows and provides vine-ripened tomatoes to restaurants and purveyors nationwide. She is the former first vice president and managing director (Tampa Bay Complex) for Merrill Lynch, joining the firm in 1975 as a financial consultant. She served as district director of New York City for many years. In 1990, she was named to the New York Academy of Women Achievers. In 2001, Marcelli relocated to Tampa and was appointed director of the Merrill Lynch Tampa Bay Complex. She serves on the boards of countless local organizations, ranging from education to the arts. She received a BA in psychology from The Ohio State University. She is also a graduate of the Securities Industry Institute at Wharton and the Tuck Institute at Dartmouth College.
Fred A. Meyer
Title: Owner and President
Bio: Meyer is president of Southern Lending, Inc., a specialized lending company that concentrates in the construction and surveying industry, helping professionals acquire and retain the necessary technology to remain competitive. Southern Lending works in conjunction with SITECH (formerly Southern Precision and Southern Laser, companies Meyer started) to provide Trimble Navigation's surveying and construction technology throughout Florida, Georgia, and Alabama. Prior to starting Southern Laser/Southern Precision, Meyer was a founding board member and the former president of Lake State Bank until 1996 when the bank merged with SouthTrust Bank. Meyer is actively involved at the University of South Florida. For many years, Meyer has also been highly involved with what is now known as Florida Hospital. Meyer served in the United States Air Force from 1965 to 1969.
Title: Executive Vice President
Bio: Roxann W. Moore has over 30 years of experience in corporate and commercial banking and has been with SunTrust for 21 years, serving in many leadership positions over her career. She is currently an executive vice president and the commercial executive with SunTrust. Moore graduated Magna Cum Laude with a BA in finance from the University of South Florida in 1981. She was inducted as a member of Phi Kappa Phi in 1981 as well. In 1985, she graduated from the National Commercial Lending School at the University of Oklahoma. Moore has served on several community and nonprofit boards and committees. Most recently, she joined the University of South Florida's Executive Advisory Council for the USF Muma College of Business.
Title: Operating Advisor for OMERS Private Equity of Toronto
Bio: George Morgan served in executive and financial management for more than 20 years. He is the former president and chief executive officer of Virtual Radiologic, a national radiology firm that works with local practitioners and hospitals to optimize radiology's pivotal role in patient care. Morgan previously served for seven years as executive vice president of U.S. Oncology, one of the nation's largest networks of community-based oncology physicians dedicated to advancing cancer care in America. He held executive roles for five years at HCA, the largest private operator of health care facilities in the world, including service as president of the Ambulatory Surgery Division, COO, and CFO of the Western Group. Morgan is a member of the boards of the University of South Florida Foundation and the USF Research Foundation. The Sarasota resident earned a bachelor's degree in accounting from the University of South Florida, and was a Certified Public Accountant prior to entering health care executive management.
Title: Site President, Tampa
Bio: Gregg Morton is site president of the Tampa Citi Service Center and is the senior representative in the Tampa Bay region for the world's global bank. A 30-year veteran of the company, Morton also serves as the governance coordinator for Citi Service Centers globally and leads the development and implementation of a common site governance framework by focusing on site-level talent competencies and process standardization to enable operational efficiency and excellence. As the site president, Morton oversees a campus that supports a staff of over 5,500 and more than 20 Citi professional services businesses, including operations, technology, finance, corporate and private banking, securities and trading, compliance and control, product management and human resources.
Title: Chairman/President (retired)
Company: Automotive Investments
Bio: The retired chairman of Automotive Investments, Inc., and a trustee of the Frank and Carol Morsani Foundation, Frank Morsani's career as a businessman and developer began when he joined Ford Motor Company as a service representative. He entered the retail automobile business as a service manager in Fort Lauderdale and later managed dealerships in New Jersey and California. His business interests grew until, at one time, he owned more than 30 dealerships nationwide. His career includes service on national, state, and local committees and boards. One of the area's most notable businessmen and philanthropists, Morsani established the Carol and Frank Morsani Fund in the Community Foundation of Tampa Bay and, through this fund, provided significant support the to Tampa Bay Performing Arts Center (now known as the Straz Center). Passionate about higher education, the Morsanis have provided funds for programs, scholarships, endowed chairs, and capital projects at both the University of South Florida and Oklahoma State University. Most recently, in 2011, the couple pledged $20 million to the College of Medicine, which now bears their name. Morsani is a graduate of Oklahoma State University and served three years in the U.S. Navy.
Leslie M. "Les" Muma
Title: Chairman and Chief Executive Officer (Retired)
Company: Fiserv, Inc.
Bio: Les Muma co-founded Fiserv, Inc., a Fortune 500 company providing technology products and services to more than 17,000 financial institution clients worldwide. He served as president of the company from 1984 to 1999; Muma retired from Fiserv in 2006. Muma had more than four decades of business experience when he retired, in a range of career positions in fields from data processing to information technology. He and his wife, Pam, are known for their civic service, expressed through both their personal means and via their family foundation. In 2004, he received an Honorary Doctorate of Business Administration from USF. The university has presented him with many other awards, including its 2008 American Fundraising Professionals Philanthropist of the Year Award. In 2003, he received the Muma College of Business Free Enterprise of the Year Award. He has been named a community honoree by USF's Beta Gamma Sigma honor society as well.
Ray E. "Chip" Newton
Title: Senior Managing Director (Former)
Company: Evercore Partners, Inc.
Bio: Chip Newton is the former senior managing director of the private equity group, Evercore Partners, Inc., a leading investment banking firm. Newton currently serves on the board of directors as treasurer for the National Psoriasis Foundation. Newton's past employment includes senior managing director at Perseus, LLC, from 1999-2008, where he focused on investments in the consumer and business services sectors. He also served on the company's board of directors. Prior to Perseus, LLC, Newton was a general partner at J.H. Whitney & Co., and in 1992, he was named the youngest general partner in J.H. Whitney's history. Newton also served as the former director of Brothers Gourmet Coffee and the former director of Northface, Inc.
Steven S. Oscher
Title: Owner and President
Company: Oscher Consulting
Bio: Steven S. Oscher is the managing director of Oscher Consulting, a firm that provides support services and financial analysis to the legal community. Prior to forming Oscher Consulting, he served as an audit and quality review partner and was the director of litigation services with an international accounting firm. He has also taught numerous professional education courses, is a member of several professional organizations, and has served on multiple boards and committees, both locally and nationally. Oscher's longstanding service to USF has been recognized with the Distinguished Alumnus Award and the Don Gifford Service Award.
Scott "Skipper" Peek
Title: Executive Vice President
Company: Lake Nona Property Holdings
Bio: Skipper Peek is part of Lake Nona Property Holding's executive team, serving as executive vice president of commercial sales and development. He has 30 years of experience in the real estate industry and manages Lake Nona's commercial real estate portfolio. The veteran executive has held senior level positions with Panattoni Development Company, DeBartolo Property Group, Highwoods Properties and, Citicorp Real Estate. Peek's professional affiliations include service on numerous advisory boards, and he is a frequent guest speaker or lecturer for the University of Florida, Florida State University, the University of South Florida, NAIOP, ICSC, BOMA, NACORE, CREW and other business organizations. He earned a bachelor's degree in business administration from the University of Florida.
Title: Market President
Company: Market President, West Florida Region
Bio: David Pizzo oversees Florida Blue's operations in Hillsborough, Pinellas, Pasco, Hernando, Sarasota, Manatee, Lee, and other western counties south to Collier. Prior to this role, Pizzo served as Florida Blue's Vice President, advertising, brand management and market communications since 1997. Prior to joining Florida Blue in 1997, Pizzo served as SVP for Commonhealth (now Ogilvy CommonHealth), the world's largest health care marketing communications firm. Pizzo holds a Bachelor of Science from Rutgers University and an MBA from NYU's Stern Business School. He serves on many business, civic, and philanthropic boards.
Title: Senior Vice President
Bio: Jeff Reynolds is a third generation financial advisor with nearly two decades of experience. He focuses on private banking, business/personal lending, and wealth management. He has been involved in numerous local organizations and foundations including the USF Alumni Association, Brandon Rotary and Boy Scouts of America.
Susie Levin Rice
Company: RMC Property Group
Bio: Susie Levin Rice, chairman of RMC Leasing & Management, oversees the company's corporate and real estate operations. She has been active in the commercial real estate business in Florida for 20 years. Rice began her career as a commercial bank examiner with the Federal Reserve Bank of New York. As an industry expert, Rice has spoken and presented to organizations such as Commercial Real Estate Women, the Real Estate Investment Council, and the International Council of Shopping Centers. Rice is actively involved in the community and has served on several boards. She currently is a trustee at the Tampa Bay Performing Arts Center. She earned a bachelor's degree in finance from George Washington University. She is a licensed real estate broker in Florida and an active member of the International Council of Shopping Centers. She was named the Young Business Woman of the Year in 2005 by the Tampa Bay Business Journal.
Title: Chief Executive Officer
Bio: Riley has been part of the majority ownership group of Fintech since 1996 and has served on the board continuously since then. He was named CEO in 2005. Fintech is an electronic data and payment solutions company which allows alcohol distributors to be paid electronically by their retailers. Before he worked with Fintech, Riley owned an advertising agency, which was later sold to a national firm. He also worked as a regional manager for a TV and radio broadcast group and was instrumental in the development of the Real Estate Channel on cable TV. Riley co-founded Parker Communications Network, Inc., a satellite-based monitor system distributing commercials to large grocery chains throughout the country for companies such as Coca-Cola, General Mills, Procter & Gamble and Nabisco. He also co-founded In Store Media, which worked with major grocers such as Publix, Kroger, and Albertson's to merchandise their private label products. Riley is on the boards of numerous charitable and community organizations. In addition, Riley established the Riley Family Education Foundation, whose mission is to provide scholarships to assist with special needs education.
Title: Senior Vice President and Chief Financial Officer
Company: Baker Hughes Inc.
Bio: Kimberly Ross is Senior Vice President and Chief Financial Officer (CFO) of Baker Hughes Incorporated. She joined Baker Hughes in 2014 from Avon Products Incorporated, where she served as Executive Vice President and CFO. Prior to her association with Avon, Ross served as Executive Vice President and CFO of Royal Ahold N.V. from 2007 to 2011 and held various other finance positions at Royal Ahold from 2001 to 2007. Ross earned a Bachelor of Arts degree in accounting from the University of South Florida and became a certified public accountant after graduation. She serves on the board of directors and the audit committee of Chubb (formerly ACE Limited).
Title: Vice President and General Manager
Company: USAA Southeast Regional Office
Bio: Yvette Segura is vice president and general manager of USAA's Southeast Regional Office in Tampa, Florida. Segura provides leadership to the 2,600 USAA employees in Tampa and is the senior USAA officer in Florida. Her responsibilities include serving as the primary USAA representative to regional civic, industry and military organizations. She is also the senior on-site integrator/coordinator for Community Affairs, Corporate Communications, Facilities, Information Technology, Business Continuation and People Services. Segura has worked in the insurance industry since 1984 and has been with USAA since February 1989. During her tenure at USAA, she has held a variety of leadership positions in the Property and Casualty Company. Throughout her career with USAA, she has lived in several cities across the USA to include San Antonio, TX, Atlanta, GA, Colorado Springs, CO and Tampa, FL. She holds both a bachelor's degree and a master's degree in business as well as CPCU and CCLA designations. She has held board of director positions with various non-profit organizations in every city she has lived.
David G. Shell
Title: Partner and Managing Director (Retired)
Company: Goldman Sachs & Co.
Bio: Dave Shell retired at the end of 2011 as a partner of Goldman Sachs & Co. Since 2002, he served as co-chief investment officer of the growth team at Goldman Sachs Asset Management. Shell joined Goldman's growth team after Goldman Sachs acquired Liberty Investment Management, where he was a vice president and senior portfolio manager. Shell joined Goldman as a vice president; he was named managing director in 2000 and partner in 2004. Shell began his career at Liberty's predecessor firm, Eagle Asset Management, as an analyst and portfolio manager. He has served on the boards of several private companies and nonprofits. He often serves as an informal mentor to students involved in the USF Muma College of Business Student Managed Investment Fund. Shell earned a business degree from USF.
Title: Regional Resident
Company: BNY Mellon Wealth Management
Bio: Lisa Simington, CFP is the regional resident for BNY Mellon Wealth Management in its West Florida region covering offices from Tampa to Naples. In this role, she manages all new business development, portfolio management, trust administration, estate planning and private banking activities within the region. Simington has more than 25 years of experience in financial services including Wells Fargo (then Wachovia) and Goldman Sachs. Simington serves on numerous community boards in both Tampa and Naples and holds a Bachelor of Science in Finance from the University of Florida. She lives in both Naples and Tampa with her husband and four children.
Joseph P. Teague
Title: Managing Partner
Company: Northwestern Mutual Financial Network/The Teague Financial Group
Bio: In 1989, Joe Teague became managing partner of the Northwestern Mutual Financial Network office in the greater Tampa Bay area. Joe is only the third individual to hold this position since the Tampa Bay office was established in 1957. Teague joined Northwestern Mutual in 1978 as a financial representative in the company's Nashville office. During the 1980's, Teague opened a new office in Knoxville, Tennessee. Under his tenure, that office became one of Northwestern Mutual's top-10 District Network Offices in the nation and won the an achievement award three years in a row. Teague is a member of numerous community, charitable, and economic organizations. Teague earned a bachelor's degree in business and economics from the University of Tennessee-Knoxville.
Company: Little Greek Franchise Development, LLC
Bio: Nick Vojnovic is the president and majority partner of Little Greek Franchise Development, LLC, a restaurant chain based in Tampa. Before joining Little Greek, Vojnovic was president of Beef 'O' Brady's Family Sports Pubs/Family Sports Concepts, also based in Tampa, for 12 years. He also held positions at Famous Dave's of America, a 140-unit barbecue and blues chain headquartered in Minneapolis, and Sunstate Ventures, a 13-unit franchisor of Chili's Grill and Bar in Tampa. Vojnovic is the former chairman of the Florida Restaurant and Lodging Association. He has become a regular on Fox Business News with more than 10 appearances, and has also been featured in the Wall Street Journal. Vojnovic received the Elliot Motivator of the Year award, a Golden Chain award, and was an Ernst and Young Entrepreneur of the Year finalist. Vojnovic graduated from Cornell University's School of Hotel Administration in 1981 and earned an Executive MBA from USF in 2012.
Title: President and Chief Executive Officer
Company: The Bank of Tampa
Bio: Bill West is the president of The Bank of Tampa. West began his banking career at the Exchange National Bank of Tampa in 1975. He took on increasing leadership positions with that firm, and later Barnett Bank and Wachovia, before joining The Bank of Tampa in 1993. He has been president of the bank since 2008. West has been highly involved in the Tampa community, serving on numerous community and nonprofit organizations. He is also a member of the Tampa Yacht and Country Club, Palma Ceia Golf and Country Club, and Ye Mystic Krewe of Gasparilla. He earned a bachelor's degree in business from USF.