annual report - The American College

Transcription

ANNUAL REPORT
The American College
of Financial Services
2015
Dear Friend,
By just about any measure, 2015 was an
extremely successful year for The American
College of Financial Services thanks in large
part to the consistent commitment of you
and our many other supporters.
• We served 26,707 students—an increase of 8.8% over 2014.
• RICP®, our flagship retirement income program, saw student enrollment grow to 8,533.
• Our first PhD students are moving into the dissertation phase of their work.
• Total scholarships awarded through the Penn Mutual Center for Veterans Affairs exceeded $1 million.
• We received nearly $9 million in charitable gifts and pledges, including a pledge for the largest gift in
the history of The American College of Financial Services.
To say I am proud to lead this institution is an understatement, but the real joy for me during my first full
year in this role has come from the relationships those of us at The College enjoy with so many exceptional
individuals. The American College of Financial Services is about heritage and about people like you who
care deeply about this profession. I had the privilege of meeting with students, alumni, and friends at events
across the country, such as the President’s Tour, the Knowledge Summit and Alumni LIVE. Their pride in our
institution was palpable, and they were eager to share that enthusiasm with me. They also shared the kinds
of successes that matter most—stories about how they are putting knowledge gained through The College’s
offerings to work in their communities. One by one, they are elevating the financial services profession, most
often by building sustainable advantages for their clients.
This year reminded me that The American College of Financial Services is much more than the programs we
offer. There is a sense of ongoing, important work—work that matters now and matters across generations.
The torch is passed to us for a while, and we are responsible for nurturing the flame until we are ready to pass
a stronger torch to the next generation of leaders. This is our time, and I want to thank you for partnering with
us at this important moment as we strengthen that flame together.
There are so many highlights from 2015 that make this flame even brighter. The record-breaking RICP®
designation, for example, is part of a bigger retirement planning success story that we are featuring in this
Annual Report. I also encourage you to read about a transformative gift from philanthropist Cary M. Maguire
and the appointment of Michael Finke, PhD, CFP®, a nationally renowned educator and researcher, to the role
of Dean and Chief Academic Officer.
Another significant accomplishment in 2015 was our increased commitment to working constructively with
other organizations in the profession. We held a national web event on retirement planning with the Society of
Financial Service Professionals, have instituted content partnerships with AALU and GAMA International, and
are partnering with FPA, WIFS, and other groups. We are truly better together in making a positive impact on
the profession!
1 | The American College of Financial Services
We plan to expand upon 2015 successes, with alumni networking opportunities across the
country. Collaborative initiatives and events with partner organizations will increase. As a
follow-up to last year’s Knowledge Summit, which brought together a record 3,500 alumni
in Honolulu, be sure to look for details in coming months on our 2017 Knowledge Summit,
which will take place in the Bahamas.
Media interest in The American College of Financial Services was outstanding in 2015. Many
of our faculty, who are sought-after experts in various disciplines, averaged multiple media
contacts per week. This resulted in high-profile coverage in a variety of outlets, from Barron’s
and Fortune to The New York Times. Our professors are also regular contributors to widely read
publications such as Forbes, Investment News and The Wall Street Journal. Research conducted
by our faculty also appears in high-profile academic and practitioner journals such as the
Journal of Financial Planning, Journal of Portfolio Management and The Journal of Financial Services
Professionals. All this raises the visibility of The American College of Financial Services and the
excellent work going on here. I am sure the visibility of The College will continue to grow,
along with our reputation, in 2016.
These are exciting times for The American College of Financial Services, and I am confident
2016 will be another great year. Together we will continue to expand The College’s footprint—
professionalizing financial services, and taking advantage of opportunities to bring our
respected knowledge, ethics, experience, and leadership into other financial services sectors.
At the end of the day, it is all about the people by our side, and those we serve. You simply
cannot find a finer group of people than our staff, students, and supporters like you. It is a
privilege to serve as President and CEO.
Warm regards,
Robert R. Johnson, PhD, CFA®, CAIA®
President and CEO
The American College of Financial Services
Annual Report 2015 |
2
Leading The Way Through
The National Retirement Crisis
2015 was an amazing year at The American College of
Financial Services, which elevated its status as the national
leader in retirement-focused research and education.
The College’s star-studded team of retirement experts
celebrated many notable achievements, including one that
starts with an impressive number: 3,894. That is how many
individuals enrolled in 2015 to become a Retirement Income
Certified Professional® (RICP ®). That is an average
of 10 new students every day.
These numbers reflect a growing appreciation among
financial services professionals that The College is the
source for the latest thinking and techniques to serve their
clients’ changing financial needs. The RICP® success also
exemplifies the remarkable work being done at The College—
strengthening its reputation as the go-to retirement income
resource, and leading national conversations about this
important subject.
With an estimated 10,000 Americans reaching retirement
age every day for the next 16 years, advisor education is a
critical need in the retirement income planning profession.
The American College of Financial Services remains
committed to developing and delivering innovative programs
that meet the needs of the changing financial landscape
and enable advisors to access the latest research-supported
knowledge about the complexities of retirement.
“I am very proud of what we are accomplishing,” said
Robert R. Johnson, PhD, CFA®, CAIA®, President and CEO
of The American College of Financial Services. “We have
a wonderful team, including faculty, staff, and external
friends who are passionate supporters. Their generosity and
commitment have enabled us to build a strong pracademic
(combined academic and practitioner) foundation, upon
which we are now building expertise in specialized disciplines
like retirement income planning.”
Johnson recalls being extremely impressed when he was
hired as president in late 2014. He found a synergistic
confluence of top-flight talent at The College. At the
same time, the importance of retirement income planning
continued to grow as a hot topic across the country. As the
retirement landscape has changed with the shift to defined
contribution plans, the reduction in employer-provided
benefits and the challenging low-interest investment
environment, everyone from financial advisors and their
clients to economists and the media realize the need for
better strategies, tools, and training.
“There was, and still is, a crying need in the economy
for better retirement income planning,” Johnson added.
“There is a retirement crisis in this country. The baby
boomer demographics, combined with advances in medical
science, mean we have more people living longer than ever.
They need specialized help with decisions that can really
impact the quality of life in retirement.”
The collaborative environment at The American College of
Financial Services has helped fuel successes in the specialized
retirement field. According to Professor of Taxation David
Littell, JD, ChFC®, there were 56 practitioners, academics
and experts across the profession who helped to build
the RICP ® program. Faculty continues to update the
curriculum to reflect the latest thinking and meet current
needs among financial service professionals. Feedback
“
Overall, it was an inspiring
program. I was extremely
impressed. The American
College of Financial Services
has taken a lead in the
field. They do a great job of
educating the public, not
just the students.
Robert Klein, RICP ®, CPA®, PFS®, CFP ®, CLTC®, MBA, MST®
”
from RICP ® students has been
extremely positive, with many
reporting that learned strategies
and tools were immediately useful
in their practice. Littell, who is
Co-Director of the New York Life
Center for Retirement Income,
said 2015 highlights include many
joint retirement-focused research
projects among The College’s
centers of excellence.
“We did a joint research project
with the Cary M. Maguire Center
for Ethics in Financial Services on
ethical issues facing advisors when
“The Longevity Funding Taskforce
chaired by Shelley Giordano has
also been involved with helping us
in the reverse mortgage research
world.”
Panel Discussion on Retirement Income Planning (L-R) Jamie
Hopkins, JD, MBA, CLU ®, ChFC®, RICP ® - Larry R. Pike Chair,
Co-Director of New York Life Center for Retirement Income;
Robert Klein, CPA, PFS®, CFP ®, RICP ®, CLTC®, MBA, MST®
- President, Retirement Income Center; Wade Pfau, PhD,
“The American College of Financial
Services is well-positioned to be
a leading authority on reverse
mortgages,” remarked Wade Pfau,
PhD, CFA®, an award-winning
researcher and Professor of
Retirement Income. “I think it’s
the next hot topic.”
CFA® Professor of Retirement Income; and David Littell,
Pfau, a top-tier retirement
income expert, is one of many
Director of New York Life Center for Retirement Income
working with older clients,” he
faculty who helped to bring the
explained. “We also started a project with the State Farm
national spotlight to The College in 2015 through numerous
Center for Women and Financial Services and LIMRA that
publications in academic journals and popular media such as
will focus on widows and their decision to either stay with or
the Wall Street Journal and Forbes. He has gained wide praise
leave the financial advisor with whom they had been working
for his voluminous research, including his work examining
with while they were married.”
“the 4 percent rule” for annual retirement withdrawals,
Reportedly, 70 percent of women switch financial advisors
which he criticized for a number of reasons, including the
within a few years of their husband’s death. This study will
difficulty of sustaining a 4 percent withdrawal rate in light of
explore the dynamics of widow-advisor relationships in order today’s low-interest-rate environment.
to gain a clear understanding of the motivations behind this
Pfau, who works closely with The College’s PhD students,
decision. “Women have longer life expectancies, and will
said retirement income planning requires different skills
be the beneficiaries of a large wealth transfer from their
and tools than those used in the accumulation phase. The
husbands and parents,” said Assistant Professor of Women’s
aim of the PhD and RICP ® programs is to equip students
Studies Jocelyn D. Wright, MBA, CFP ®. “Yet women are
to meet the needs of an increasing number of clients who
further behind with retirement readiness than men. So their
are preparing for their retirement years. These students
need to be prepared is even greater.”
embody The College’s longstanding commitment to the
Another important research initiative is being led by
advancement of professionalism and innovation in financial
Associate Professor of Taxation Jamie Hopkins, JD, MBA,
services and, by extension, the increased financial security of
JD, ChFC®, CFP ® and Joseph Boettner Research Chair, Co-
CLU®, ChFC®, RICP ®, co-director of the New York Life
Center for Retirement Income and the Larry R. Pike Chair
in Insurance and Investments at The College. He is working
to identify effective uses of home equity for retirement
income planning. “While there are a variety of ways to utilize
home equity as part of a retirement income plan, reverse
mortgages deserve special attention and consideration,”
Hopkins said. “Unfortunately, many people hold strong
reservations about reverse mortgages. It is a financial tool
that is often misunderstood both by consumers and by
financial service professionals. Greenwald and Associates
is helping us gather consumer data on reverse mortgages,”
Hopkins continued.
all Americans. Pfau said he is excited to see the first cohort
of PhD students, who recently finished their comprehensive
exams, begin their dissertation research. The first graduates
are expected early next year.
“The American College of Financial Services is really
becoming a dominant force in retirement income planning
education,” Pfau added.
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The College Receives a
Transformative
Gift
Philanthropist Cary M. Maguire, widely
known for his support of ethical research and
educational programs, has contributed a recent
and transformative gift of $5 million to The
American College of Financial Services. This gift
will serve as a stimulus to upgrade the academic
facilities of The College.
To date, Maguire has donated a total of $7.8
million to The College, having previously
contributed for the establishment of fellowships
in applied ethics and for the endowment of the
Center for Ethics in Financial Services, which bears
his name. This magnificent gift provides a major
source of funding for The College’s envisioned
growth of its renowned programs and services.
“It is gratifying when one of our leading
supporters is moved by the quality work our
Cary M. Maguire
faculty and professional staff provides,” said
Dr. Robert R. Johnson, President and CEO of The American College of Financial Services. “Cary’s dedication to the study of
ethics in business and financial services is evident through his philanthropy, and we are thrilled that our vision for the future
resonates with him.”
With Maguire’s contribution, The American College of Financial Services has already begun to explore its options for
expanded space. Students will benefit from a state-of-the-art facility that will attract and retain the best and brightest
faculty and professional staff, provide the latest in educational technology for both distance and on-site learning, reach a
new generation of financial advisors and extend its extraordinary intellectual bandwidth through a tangible presence in the
global community.
Cary M. Maguire is Chairman and President of Maguire Oil Company, Maguire Energy Company, Chair of Components
Corporation of America and Staco, Inc. Maguire held leadership positions on the National Petroleum Council and the
Executive Committee of the Mid-Continental Oil and Gas Association.
For nearly two decades, James A. Mitchell, CLU®, ChFC®, a member of the Board of Trustees,
along with his wife Linda, have provided remarkable support to The American College of
Financial Services and, in particular, to ethics education. Ten years ago, they generously provided
funds to create the James A. and Linda R. Mitchell Forum on Ethical Leadership in Financial
Services. Their generosity continued in 2014 when Jim and Linda informed The College of their
intended gift of $4 million through their estate in the support of the Cary M. Maguire Center for
Ethics in Financial Services. Jim, a longtime friend of Mr. Maguire, honored Mr. Maguire’s gift
by notifying The College that we will receive $1 million of their bequest during their lifetime to
support the institution’s plans to expand its facilities.
M CENTER –
Advocate for Living Longer,
More Secure Lives
Thanks to the generosity of Peter
Mullin, CLU®, and M Financial,
the M Center for Longevity
Planning now has core funding to
begin its vital work. M Member
Partners contributed $4 million
of insurance gifts and Peter
Mullin CLU®, Carl Mammel,
CLU®, Mark Solomon, CLU® and
M Financial each gave individual
Peter Mullin, CLU ®
$1 million gifts. As The American
College of Financial Services’ seventh Center of Excellence,
the M Center serves as the bridge between breakthroughs
in predictive medicine and financial services. Led by interim
director Jacob Boston, the Center will provide research
and analysis and be the catalyst for financial product and
services innovation. It will help financial services firms better
understand the ethics of working with increased health and
genetic information, and integrate biomedical advances
and financial planning that focuses on health expectancies
and longer lifespans. Financial services companies and their
advisors, and by extension all of the customers they serve,
will benefit from the M Center’s work as a strong advocate
for living longer, more secure lives.
Charles “Tip” Cronin, III, CLU ®, CAP ®, Peter Mullin, CLU ® , Bob Johnson,
PhD, CFA®, CAIA®, Fred Jonske, FSA
6
A
lumni
ssociation
Sponsored by Pacific Life, our 2015 Alumni LIVE
Tour included events in Los Angeles on March 10
and Chicago on September 28. In addition to the
LIVE events, The Alumni Association partnered
with GAMA International to present “Partnering
to Perform: Maximizing Advisor Relationships
with the Next Generation of Retirees” on
November 30 in New York City. These events
featured top thought leaders in the industry as
well as The College faculty to bring attendees the
latest developments in the industry that affect
their practice. Faculty discussed a broad range of
topics including retirement income planning, the
Department of Labor Conflict of Interest Rule,
and ethical decision making in a climate of fraud.
Alumni Association President Mike Scovel, MSM, CLU ®, ChFC®
welcomes the crowd at the LA LIVE Event.
Joey Davenport, CLU ®, CLF ®, President of Hoopis Performance Network
speaks at Chicago LIVE about successful methods of top advisors.
Jennifer DeTroye, former Executive Director for the Northwestern Mutual
Granum Center for Financial Security discusses market opportunities with
millennials at LA LIVE.
2015 Alumni Hall
of Fame Inductees:
Seymour Sternberg
and Stephen Tarr
The American College of Financial Services is pleased to
honor Sy Sternberg and Steve Tarr in recognition of their
individual steadfast dedication to and advocacy
for the profession and The American College of
Financial Services.
Seymour “Sy” Sternberg, CLU® and Stephen D. Tarr, MSM,
CLU®, ChFC®, CAP ®, CASL® are the newest members of
The American College of Financial Services’ Alumni Hall of
Fame. In 2015, these deserving individuals were recognized
at separate Alumni Hall of Fame induction ceremonies in
New York and Hawaii. The Alumni Hall of Fame recognizes
graduates of The College’s designation or degree programs
who have made extraordinary contributions in time, treasure,
effort and energy to this remarkable institution of higher
learning.
Seymour Sternberg, CLU® was inducted in recognition of
his exemplary professionalism and commitment to the
industry on November 30, at New York Life Insurance
Company Headquarters in New York City. Sternberg was
chairman and former CEO of New York Life Insurance
Company. Under his leadership, New York Life became one
of the largest mutual life insurance companies in the U.S.
and the world. In 2014, Sternberg and Fred Sievert, MSM,
generously established the Sy Sternberg and Fred Sievert
Doctoral Fellowship at The College, which conducts state-ofthe-art research on financial issues related to retirement.
Bob Johnson, PhD, CFA®, CAIA®, President And CEO,
Louis DiCerbo, CLU ®, ChFC®, LUTCF ®, Ted Mathas,
Chairman and CEO New York Life Insurance Co.,
Sy Sternberg, CLU ®, Albert “Bud” Schiff, CLU ®, CAP ®.
Stephen D. Tarr,
MSM, CLU®, ChFC®,
CAP ®, CASL®, was
inducted during The
American College
of Financial Services
Knowledge Summit, a
three-day conference
and conferment for
its graduates that
took place from
October 21-24, in
Honolulu, Hawaii.
Tarr was recognized
Stephen D. Tarr, MSM,
for his exceptional
CLU ®, ChFC®, CAP ®, CASL®
commitment to
professionalism and dedication to The American College
of Financial Services. He joined The College in 1979 as vice
president of development and society relations, and later
served as senior vice president and also editor-in-chief of The
Wealth Channel Magazine, The College’s alumni publication.
Tarr retired in early 2015 and lives with his wife, Alice, in
Zionsville, Indiana.
Eileen C.
McDonnell
The 2015 Huebner
Gold Medal Recipient
Peter Browne, LUTCF ®, Alan Press, CLU ®, LUTCF ®, Eileen C. McDonnell, Reginald
Rabjohns, CLU ®, ChFC®, Louis DiCerbo, CLU ®, ChFC®, LUTCF ®, Bob Johnson, PhD, CFA®, CAIA®.
Eileen C. McDonnell, Chairman and Chief Executive
Officer of Penn Mutual Life Insurance Company,
named the 2015 recipient of the Huebner Gold Medal
at the annual President’s Dinner on November 20.
“Eileen has been an advocate for continuing education and
an outstanding industry leader for many years,” said Dr.
Robert R. Johnson, President and CEO of The American
College of Financial Services. “She was instrumental in
creating educational content and programming as the first
holder of the State Farm Chair in Women and Financial
Services at The College. She was also a faculty member of
our Master of Science in Management graduate program,
and was instrumental in establishing the Maurice L. Stewart
Lectureship here. In 2012, Eileen championed the creation
of the Penn Mutual Center for Veterans Affairs that provides
scholarships to active duty military, veterans or their spouses
who pursue designations or degrees at The College. This
honor demonstrates the high regard in which Eileen is held.”
Named for the institution’s founder, Dr. Solomon S. Huebner,
the Huebner Gold Medal is the highest honor awarded by
The American College of Financial Services. Created in 1975
by the Board of Trustees, it recognizes those individuals
whose support of The College and its programs, and whose
dedication to education and professionalism, have been
of particular meaning to the mission and progress of
the institution.
Sallie B. and William B.
Wallace, CLU®, ChFC®, CAP®
Receive 2015 President’s Award
Sallie B. and William B. Wallace, CLU®, ChFC®,
CAP® received the 2015 President’s Award from
The American College of Financial Services on
June 25.
Given by The Colleges Foundation Board of
Directors, the President’s Award highlights the
importance of leadership and stewardship in
advancement. Bill and Sallie’s long years of service,
their selfless dedication to The College, and their
extraordinary generosity to the institution make
them most worthy of this prestigious honor.
In 1999, Mr. and Mrs. Wallace established the Sallie
B. and William B. Wallace Chair in Philanthropy at
The American College of Financial Services. The
Wallace Chair advances learning in philanthropy
through The College’s educational programs.
Through the Wallace Chair, The American College
of Financial Services established the Chartered Advisor in Philanthropy ® (CAP ®) designation. The program is offered
at the graduate level, and as part of The College’s Masters of Science in Financial Services program. The CAP®
program is widely respected in the financial services profession and in the charitable community.
Over the years, Bill has provided exemplary leadership to the institution. He was Chairman of the Board of Trustees
and served as a long-time member. Currently, he is Director Emeritus on The College Foundation Board. In 1990, Bill
received the Huebner Gold Medal. During the Wallaces’ many years of involvement, Sallie and Bill have given much
of their personal time and resources to support The American College of Financial Services’ mission and are truly
worthy recipients of the 2015 President’s Award.
10
2015 President’s Dinner
Celebrates 40th Anniversary
of The Huebner Gold Medal
On November 20, President’s Circle Co-Chairs Harris S.
Fishman, CLU®, ChFC® (President, First Financial Group) and
Thomas H. Harris, CLU®, ChFC® (Executive Vice PresidentDistribution, Penn Mutual Life Insurance) welcomed nearly
200 guests to the National Constitution Center for The
American College of Financial Services’ annual black-tie
President’s Dinner. The highlight of the evening was the
presentation of the Solomon Huebner Gold Medal to Eileen
C. McDonnell, Chairman and CEO of The Penn Mutual Life
Insurance Company. This year marked the 40th Anniversary
of the Huebner Gold Medal and 11 past Huebner winners
were on hand to celebrate this milestone. The Huebner
Gold Medal is awarded to an individual whose dedication to
the profession has advanced the mission of The American
College of Financial Services. We are especially grateful to
Dinner Sponsors, Ed and Linda Need and to Entertainment
Sponsor, Ameritas for their generous support of the event.
Look for information on our 2016 President’s Dinner in the
near future. It will be November 18, 2016 in New York City.
Top Row (L-R) Lise Twiford, Ed Hemschoot, Board Member Mark Rooney.
Eileen McDonnell and Family.
Bottom Row (L-R) Tammy Butts, Stephanie Walsh, Robert Caesar, Elizabeth
Garro, Joe Keleher.
Top Row (L-R) Bruce Sham,Hilde Sham, Fran Levy,Frank Lazarus, Debra
Migden, Joseph Murray. Bottom Row (L-R) Board Member Leon Levy,
Harris Fishman, Ellen Fishman, Susan Murray.
President’s Circle Co-Chair and Board Member Harris Fishman.
President’s Circle Co-Chair and Board Member Tom Harris.
Sallie B. Wallace, Board Member Richard Liddy, Jo Liddy, Former Board
Member Gloria La Grassa.
(L-R) Board Member, Susan Cooper and Beth Cooper-Sinko in Signer’s Hall.
2015 Huebner Gold Medal honoree Eileen McDonnell welcomed by past
recipients. (L-R) Sam Weese, Bill Wallace, Gloria LaGrassa, BB Brown,
Jarrett Davis, Eileen McDonnell, Peter Browne, Bob Johnson, Alan Press,
Bud Schiff, Reg Rabjohns, Lou DiCerbo.
Eileen McDonnell Acceptance Speech
See highlights at
TheAmericanCollege.edu/giving/presidents-circle
12
Five Academy of Vocal Arts members performed selections from opera and Broadway shows.
Professor CW Copeland and Terri Copeland inside
Signers Hall.
Top Row (L-R) Board Member Joe Jordan, Board Member Leo Tucker.
Bottom Row (L-R) Board Member Debra Boblitt, Ed Boblitt, Arlene Stewart, Maury Stewart,
Board Member Susan Cooper, Beth Cooper-Sinko.
Board Member Andrew Bucklee offered the invocation.
President and CEO Robert Johnson welcomes guests.
(L-R) Board Member Lou DiCerbo, Vice President Allen Thomas, Board Member Bill Wallace
and Sallie Wallace.
Guests enjoyed The National Constitution Center’s
multi-media presentation “Freedom Rising” and then
dined overlooking Independence Hall.
Top Row (L-R) Board Member Paul Vignone, Dee Vignone, Dave O’Malley, Ray Caucci, Tom Daley, Bill Stevens.
Bottom Row (L-R) President’s Circle Co-Chair and Board Member Tom Harris, Barbara Harris, Linda Daley, Sue Deakins.
14
Top Row (L-R) Board Member Andrew Bucklee, Karen Bucklee, Vice President Bryan Johnson, Shawnee Johnson, Former Board member Joe Kelly
Bottom Row (L-R) Professor Jamie Hopkins, Kathy Pustizzi Hopkins, Liam Duffy, Interim Academic Dean Sophia Duffy.
(L-R) Former Trustee BB Brown, Ellen Weese, Former President Sam Weese, and Former Trustee Jarrett Davis. All three men are Huebner Gold Medal Recipients.
Top Row (L-R) Foundation Board Chairman Gene LoVasco, Jeanne LoVasco, Alison Webb, Bernard Webb.
Bottom Row (L-R) Dinner Sponsors Ed Need and Trustee Chair Linda Need, President and CEO Bob Johnson, Heidi Johnson, 2016 Trustee Chair Doc Huffman.
Top Row (L-R) Bruce Ohrenich, Ron Duswalt, Peter Ganley, Heath Davis.
Bottom Row (L-R) Trish Ohrenich, Board Member Jim Meehan, Maureen Meehan, Mike Bree, Marijoy Bree, Lisa Davis.
16
Knowledge
Summit
HAWAII 2015
Knowledge Summit was our largest
ever with 3,486 attendees, including
1,900 graduates, participating in the
three-day conference and conferment
October 22-24 in Honolulu, Hawaii.
Knowledge Summit offers individuals
a unique experience to network with
top-performing professionals, attend
thought-provoking panel discussions,
receive continuing education credit and
hear from internationally recognized
speakers.
The 2017 Knowledge Summit will be
November 9-11, 2017 at the Atlantis
Paradise Island resort in the Bahamas.
Look for information in the coming
months on our website.
Hanging loose at Knowledge Summit.
MSM Graduates with Dr. Glenn Boseman (L-R) Nathan Miller, MSM, Vidal Velasquez III, MSM,
Dr. Glenn Boseman, Bryan Erckenbrack, MSM, CLU ®, ChFC®, Sonya Robinson, MSM, CLU ®, Leandra
Ferreira, MSM, Angela Rediger, MSM, CLU ®, ChFC®, Elly Jones, MSM.
LARGEST EVER!
Retired U.S. Airforce Major General Vincent Boles, now the president of Vincent E. Boles, Inc., a
leadership and logistics consulting practice, is the author of “4,3,2,1 Leadership: What America’s
Sons and Daughters Taught Me on the Road from 2nd Lieutenant to 2 Star General.”
Susan Ershler described her experience climbing to the top of Mount Everest.
Ershler is author of “Together On Top of the World,” her story of how hard
work, perseverance and total commitment to excellence can pay off in
reaching goals.
Reverend Perkin Simpson, MBA, MSFS, MSM, CAP ® and PhD candidate
delivers the invocation during Commencement.
Olympic Medalist and author of How Great Women Lead, Bonnie St. John.
Graduate Student Speaker, Sonya Robinson, MSM, CLU ®
Relaxing with colleagues at the buffet lunch.
(Vice President Agency-Sales, State Farm) addresses fellow graduates.
18
10
The 10th Annual Conference of African
American Financial Professionals took place in
Tampa, August 17-19. Thanks to Founding and
Presenting Sponsor, MetLife Premier Client Group,
600 attendees learned from several
speakers and interactive workshops that focused
on the conference’s theme “Celebrate Success.
Commit to Excellence.”
The keynote speaker was Albert Mensah, an
internationally recognized motivational speaker,
corporate consultant and author of WAKE Up To
Your Potential: Discovering the Hidden Opportunities
in Challenging Times. He presented a dynamic
address on how to embrace change in order to
succeed, to increase productivity and enhance team
commitment.
In addition, conference attendees heard from
Vernice “FlyGirl” Armour, the nation’s first
African-American woman combat pilot, and Leland
Melvin, NASA Astronaut and a co-chair on the
White House’s Federal Coordination in Science,
Technology, Engineering and Mathematics (STEM)
Education Task Force. Workshops covered a
multitude of topics including succession planning,
the millennial generation and the power of planning,
the power of a multidisciplinary practice, and
leadership paths.
TH
ANNUAL
CAAFP
Robert R. Johnson with the founders of CAAFP, Allen Bruce,CLU ®, ChFC®,
William Parker, CLU ®, ChFC®, AEP ®, Joseph Davis, CLU ®, ChFC®, CFP ®, Lee
Bethel, CLU ®, ChFC®, REBC®, RHU ®, CAP ®, ChHC®, David Lester, MSM, MSFS,
CLU ®, ChFC®, LUTCF ®, Ron Holman, CLU ®, ChFC®, Tony Smith.
Jocelyn Wright, Ken Royster, CLU ®, ChFC®, Shirley Ann Robertson,
CLTC®, Eugene Mitchell, Timothy Radden, CLU ®, ChFC®, AEP ®
In addition to the generosity of MetLife Premier
Client Group, we are also grateful to Platinum
Sponsors, Northwestern Mutual and New York Life;
Gold Sponsor, Prudential and Sponsor, MassMutual
Financial Group.
Be sure to look for details on the 2016
Conference scheduled for Tampa, Florida
from August 8-10, 2016.
Group photo of the CAAFP Participants.
Dr. Michael Finke –
New Dean and Chief
Academic Officer
The American College of Financial Services proudly
announces the appointment of Dr. Michael Finke, a nationally
renowned educator and researcher in the financial services
profession, as Dean and Chief Academic Officer. Dr. Finke, a
professor and Director of Retirement Planning and Living in
the Department of Personal Financial Planning at Texas Tech
University will assume his duties this summer. He brings
to The American College of Financial Services more than
a decade of experience in academic leadership, and a
national reputation as one of the foremost thought
leaders in his field.
“What Dr. Finke offers—a commitment to world-class
research and innovative ideas that solve practical problems in
the financial planning profession—will be transformative for
The American College of Financial Services,” said President
and CEO, Dr. Robert Johnson.
Among the most prolific authors in financial planning
journals, Dr. Finke has published more than 50 peer-reviewed
articles. He has also been widely quoted in many of the
nation’s leading consumer publications, including The Wall
Street Journal, The New York Times, Time, and Money Magazine.
His research questioning the “4 percent rule” in the Journal
of Financial Planning with The College’s professor, Dr. Wade
Pfau, won the 2014 Montgomery Warschauer Award for the
most influential article in the Journal of Financial Planning. Dr.
Finke was also selected to present his research on financial
literacy and aging at the 2015 MIT Center for Finance and
Policy conference.
In addition to conducting research and advising students,
Dr. Finke writes the monthly “Finke on Finance” column
for Research Magazine in which he uses research to help
professionals understand timely industry topics. He has also
worked on white paper research projects for companies
including Northwestern Mutual, OneAmerica, MetLife, the
Society of Actuaries, and TIAA-CREF.
“One of the most rewarding parts of my job as an
academician is my ability to work with the many professionals
in this industry who are dedicated to creating better
products and processes, and to help bridge the communities
of academics and financial advisors,“ Finke said.
Dr. Finke received a doctorate in consumer economics from
The Ohio State University in 1998 and in finance from the
University of Missouri in 2011. He also served as the director
of graduate studies at the University of Missouri. Since 2006,
Dr. Finke has directed the PhD program at the Texas Tech
University Department of Personal Financial Planning.
20
UPDATE ON
THE CENTERS
OF EXCELLENCE
David A. Littell, JD, ChFC ®
Co-Director
Joseph E. Boettner Chair in Research
Professor of Taxation
The New York Life Center for Retirement Income
experienced another year of tremendous success with
the RICP ® designation. More than 2,656 designations
have been awarded, and an additional 8,734 students
are currently enrolled in the program. The designation is
currently the number one designation program measured
by year-to-date course registrations at The College.
The MassMutual Center for Special Needs launched its
website in March 2015 to increase public awareness.
The Center hosted a panel of experts to discuss the
impact of Alzheimer’s on retirement income planning,
and continued to support the development of the
ChSNC™ designation.
Adam S. Beck, JD
Director
Assistant Professor of Health Insurance
Jamie Patrick Hopkins, Esq.,
MBA, LLM, CLU ®, RICP ®
Co-Director
Larry R. Pike Chair in
Insurance and Investments
Associate Professor of Taxation
The State Farm® Center for Women and Financial
Services launched an educational partnership with
Women in Insurance & Financial Services (WIFS).
The Center also established relationships with other
professional organizations, including CFA Institute,
CFP ® Board, and FPA.
Jocelyn D. Wright, MBA, CFP ®
Director
State Farm® Chair for Women
and Financial Services
Assistant Professor of Women’s Studies
The 2015 Soldier Citizen Award
recipient was General Ralph
“Ed” Eberhart, USAF (Ret.). This
prestigious honor is given during
the annual Clambake event
benefitting the Penn Mutual
Center for Veterans Affairs.
State Farm Center for Women and Financial
Services partnered with Women in Financial
Services (WIFS) and the Women’s Board
of National Association of Insurance and
Financial Advisors (NAIFA) for the 2015
Women’s Leadership Academy Summit.
The Penn Mutual Center for Veterans Affairs celebrated
a significant milestone by surpassing the $1 million mark
in total scholarships awarded to active duty Military,
Veterans, and Military spouses. The Center awarded a
record 75 scholarships in 2015, and raised more than
$320K in scholarship funds at its second annual Clambake
fundraising event. The Center also launched an initiative
to provide Veteran scholars with career opportunities at
some of the nation’s leading financial institutions.
Ted Digges, CAPTAIN, SC, USN (Ret.)
Executive Director
VP, Center Operations and
Institutional Outreach
The Cary M. Maguire Center for Ethics in Financial Services
presented its research on Ethical Perceptions at the Society
of Business Ethics Annual Conference in August 2015.
The Center introduced a redesigned website, launched
an “Ethically Speaking” blog, and regularly contributed to
InsuranceNewsNet magazine, Medium.com, and other national
magazines. In addition, the Center expanded its fellowship
program from one to four scholars.
Lois Frankel, author of See Jane Lead was the keynote
speaker for the 2015 Women’s Leadership Academy Summit.
The Northwestern Mutual Granum Center for
Financial Security participated in webcast discussions
with the New York Life Nautilus Group and GAMA.
The Center also held the second Executive Impact
Initiative (EI2) workshop, targeting millennials in the
financial services industry.
Craig Lemoine, PhD, CFP ®
Director
Jarrett L. Davis Distinguished Professorship
in Financial Planning Technology
Associate Professor of Financial Planning
Julie Ragatz
Director
Charles Lamont Post Chair of Ethics
Assistant Professor of Ethics
Leah Selekman
Assistant Director
22
Welcome New Board Members
TRUSTEES
Andrew Aiello, CPA
Andrew Aiello, CPA, Senior Vice President
at Merrill Lynch, has over 20 years
of financial service experience with a
specialization in insurance strategies for
ultra-high net worth families, business owners and senior
executives. He works exclusively with the Private Banking
and Investment Group’s Private Wealth Advisors.
Daralee Barbera, CLF®, CFP®,
CMFC®, ChFC®
Daralee Barbera, CLF ®, CFP ®, CMFC®,
ChFC®, is Managing Principal at Waddell &
Reed, supervising over 40 financial advisors
in eight branch offices. She is the Immediate Past President
of the Board of Directors of GAMA International, the 2013
Woman of the Year by Women in Insurance & Financial
Services (WIFS) and serves on the advisory board of The
American College of Financial Services Northwestern Mutual
Granum Center for Financial Services.
Anthony J. Domino, Jr., MSFS, CLU ,
ChFC®, CAP®
®
Anthony J. Domino, Jr., MSFS, CLU®,
ChFC®, CAP ®, is Managing Director of
Associated Benefit Consultants (ABC),
an employee-benefit consulting firm based in Rye Brook,
New York. He is a current member of Guardian’s Product
Development Committee and a senior sales consultant to its
Executive Committee. He is also Immediate Past President
of the Association of Advanced Life Underwriting (AALU),
and a past president of the Society of Financial Service
Professionals. He was also a memeber of The American
College of Financial Services Foundation Board of Directors.
John Howard, MBA
John Howard, MBA, is Chairman and CEO
of BB&T Insurance Holdings, Inc., the sixth
largest insurance broker in the world.
He serves on the senior leadership team
of BB&T Corporation, chairs the boards of directors of its
principal insurance businesses, and is a member of the board
of directors of Sterling Capital Management. Mr. Howard
has more than two decades of brokerage, underwriting and
executive management experience.
Knut Olson, CLU®
Knut Olson, CLU®, is Managing Partner of
Thrivent Financial for the Greater Nashville
area. From 2012 to 2015, he served as
Senior Vice President in charge of Mission
Advancement in the Greater Minneapolis—St. Paul Area,
where he was responsible for sales distribution channels,
advisor marketing and customer management. Mr. Olson
also currently serves on the Board of Regents for the InFaith
Community Foundation, and is a former board member of
Pacific Lutheran University and the Good Samaritan Hospital
Foundation.
Richard J. Schindler, CLU®, FLMI®
Richard J. Schindler, CLU®, FLMI®, is
Executive Vice President of the Life
Insurance Division at Pacific Life Insurance
Company, where he oversees all aspects
of the division. Prior to his appointment in 2014, he served
as CMO and senior vice president of that division in charge
of sales and marketing. Mr. Schindler has been with the
company for over 25 years.
Scott Stolz, CFP®
Scott Stolz, CFP ®, is Senior Vice President
of PCG Investment Products for Raymond
James. He oversees the Insurance
and Annuity Division, the Alternative
Investment Group, Structured Products, Mutual Fund
Research & Marketing, Options, Financial and Retirement
Planning and Portfolio Solutions. He and his management
team are responsible for providing sales, marketing and
administrative support to over 6,000 Raymond James
advisors for each product line.
Mike Vietri, CLU®
Harris S. Fishman, CLU®, ChFC®
Mike Vietri, CLU®, is Executive Vice
President of Distribution for The Producers
Group. His responsibilities include
increasing distribution with brokers, asset
managers, insurance agents and advisors. He is also President
of V Group Consulting, Inc., where he provides independent
consultant services to insurance and financial services
companies. Mr. Vietri was a member of The American
College of Financial Services Board of Trustees from 2004
to 2013.
Harris S. Fishman, CLU®, ChFC®, is
President of First Financial Group and
a General Agent for MassMutual Life
Insurance Company. For over 26 years, he
has specialized in advising business owners, professionals and
high-net worth individuals in financial and estate planning.
Mr. Fishman is a member of The American College of
Financial Services Foundation Board of Directors and Alumni
Association Advisory Board.
Michael Scovel, MSM, CLU®, ChFC®
M. Michael Rooney, CFP®, ChFC®, CLU®
M. Michael Rooney, CFP ®, ChFC®, CLU®,
is Senior Executive Vice President of
AXA Advisors, leading one of the largest
distribution organizations for financial
services in the U.S. He also serves as Managing Partner
of The Business Strategies Group of Southern California.
Mr. Rooney serves on the Executive Leadership Cabinet of
GAMA and the GAMA Foundation Board of Trustees. He
was inducted into GAMA’s International Management Hall
of Fame in 2014. He was also a member of The American
College of Financial Services Foundation Board of Directors.
FOUNDATION BOARD
Tammy Butts, CLU , ChFC
®
®
Tammy Butts, CLU®, ChFC®, is Divisional
Executive Vice President and Branch
Manager for AXA Advisors in Chicago.
With more than 20 years of experience in
the profession, Ms. Butts built a practice providing guidance
to families and business owners and later developed a
successful, diverse team of financial professionals. Ms. Butts
is a member of AXA Advisors Women’s Leadership Council
and Women’s Field Advisory Group, and is a director of the
board of the National Association of Insurance and Financial
Advisors (NAIFA), in addition to her membership in other
industry associations.
Michael Scovel, MSM, CLU®, ChFC®, is
Managing Partner of the Dallas General
Office of New York Life Insurance
Company. He began his New York Life
career at the age of 22 in the Central California General
Office and has steadily risen in rank. Mr. Scovel recently
completed his term as President of The American College
of Financial Services Alumni Association Advisory Board.
He also serves as Chair of Marketing and Communications
on the Board of Trustees of the GAMA Foundation for
Education and Research.
Margaret M. Towle, PhD, CAIA®,
CIMA®, CPWA®
Margaret M. Towle, PhD, CAIA®, CIMA®,
CPWA®, is Managing Director of Wealth
Management, Senior Portfolio Manager
and Global Institutional Consultant at Merrill Lynch, where
she offers investment advisory services to institutional
clients. Ms. Towle has over 30 years of experience as an asset
manager and financial advisor. She is also Editor-in-Chief
of the Journal of Investment Consulting, a publication of the
Investment Management Consultants Association (IMCA®)
and served on the Association’s board of directors.
Steven J. Valerius, FLMI®, CPA
Steven J. Valerius, FLMI®, CPA, is President
of the Individual Division of Ameritas. He
is an MDRT Foundation trustee, having
served as board liaison on the Grants
Committee, and also served on LIMRA’s
Strategic Marketing Issues Committee.
24
Individual Gifts 2015
We are pleased to recognize the generous leadership of donors
whose annual contributions distinguish them for membership in
The Huebner Society, Chairman’s Council or President’s Circle.
Huebner Society Annual Gifts of
$25,000 and More
$1,000,000 and more
Cary M. Maguire
$100,000 to $999,999
Seymour Sternberg
William B. Wallace
$50,000 to $99,999
Allan M. Kaplan
$25,000 to $49,999
Debra G. Boblitt
Peter C. Browne
Louis P. DiCerbo II
Eileen C. McDonnell
James A. Mitchell
Linda S. Need
Frederick J. Sievert
E. Hardy Vaughn, Jr.
Chairman’s
Council Annual Gifts of
$10,000 to $24,999
Daralee S. Barbera
Robert W. Barth
Laurence Barton
Christopher O. Blunt
Ronald L. Carson, Jr.
George I. Connolly
Michael J. Corey
William Damora
Michael C. Davidson
J. Scott Davison
Jules A. del Vecchio
Michael Doughty
Caroline A. Feeney
Harris S. Fishman
Anthony M. Garcia
Peter A. Golato
Randall H. Harbert
Thomas H. Harris
Salene Hitchcock-Gear
Harry P. Hoopis
Gary T. Huffman
Jerry L. Hulick
Donald C. Jayne, Jr.
Joseph W. Jordan
Arthur D. Kraus
Leon L. Levy
Richard A. Liddy
Eugene F. LoVasco
James K. McAndrews
Patrick J. McNamara
James J. Meehan
Knut A. Olson
John J. Rocco
M. Michael Rooney
Michael E. Rosenzweig
Albert J. Schiff
Todd M. Schoon
Joel A. Shapiro
Eric L. Spindt
Doyle J. Williams
$5,000 to $9,999
Kristin L. Barens
Wendy A. Benson
Lee V. Bethel
Andrew J. Bucklee
Francis D. Burke, Jr.
Howard B. Cowan
Ralph L. Crews
Joseph L. DiLeo
Dennis Lee Eslick
Paul A. Fox
R. David Fritz, Jr.
William O. Goodwin
Jason S. Hackmann
Richard L. Hartmann
Fred H. Jonske
Joe Kelley
Annemarie V. Long
Philip V. Moyles, Jr.
Jay Novik
Robert B. Plybon
Reginald N. Rabjohns
Robert C. Savage
Robert D. Shapiro
Thomas P. Tooley
Paul E. Vignone
Mark A. Weber
David G. Zick
President’s Circle Annual Gifts of
$1,500 to $4,999
James E. Adkins
Harvey G. Allison
David M. Anderson
Stuart A. Appel
Gerald I. Applefield
Eric D. Aslakson
Bryan L. Austin
Dennis M. Axman
Brian Bailey
Kevin E. Baldwin
Timothy R. Barnhart
John M. Barry
Jeffrey S. Barton
Adam D. Batchelor
C. Al Beall, Jr.
C. Duncan Beard
Adam Beck
Mitchell C. Beer
J. Philip Bender
Kevin A. Benjamin
James M. Benson
Jesse J. Bergland
Joseph B. Beshear
Dwaan C. Black
Paul F. Blanco
Robert Bland
Howard J. Blatt
Tony D. Blauvelt
Garrett J. Bleakley
Kalita Beck Blessing
Debra L. Blevons
Michael Blivens
Kurt Bock
Jeffrey E. Boes
Timothy Bohannon
Edward Bonach
Michael A. Book
Anthony F. Boquet
Glenn Boseman
Jacob W. Boston
C. Robert Brown, Sr.
Brian S. Brown
Allen R. Bruce
Kevin K. Burckhard
Paul R. Burns
Mark Burson
Scott D. Butler
Tammy L. Butts
Michael T. Byrne
Robert E. Caldwell
Timothy W. Carmean
Scott Allen Carr
Gregory V. Castronovo
Raymond G. Caucci
Kevin A. Chadwick
George J. Chardukian
Mary K. Chiang
Luis G. Chiappy
Antoinette M. Christaldi
Scott Christensen
William J. Christie
Randall S. Cole
Thomas R. Collins
R. Michael Condrey
Susan M. Cooper
C.W. Copeland
John A. Costello
Brian M. Cox
Charles T. Cronin III
John W. Cruikshank III
C. Tait Cruse
Philip B. Cubeta
Donald E. Culver
Brian R. Cunningham
Gary E. Daniels
Jonathan J. Daprile
Heather Lynn Davis
Timothy H. Davis
John R. Dean
John W. DeDominic
Paul L. DeLisio
Todd R. Denton
Jennie D. Derby
Brian J. Dierks
Edward D. Digges
James S. Dobbs
R. Paul Dodd
Dermot P. J. Dolan
Anthony J. Domino, Jr.
Robert P. Ducato
Sophia Duffy
Steven M. Dugal
Chester A. Duke, Jr.
James H. Duncan
Steven D. Earhart
Ralph E. Eberhart
James R. Effner, Jr.
Robert Eichler
Philip R. Engelmann
Kathleen A. Erb
Keith A. Erhard
John C. Ertz
Neal R. Fegely
Saul F. Feingold
Alan R. Finkelstein
Barry L. Finkelstein
Matt Foran
Lee M. Fortenberry
A. Scott Foster
Lance P. Franczyk
Phillip B. Franczyk
Robert T. Frieling
Mark J. Funk
Lee M. Gammill, Jr.
Bernard T. Garrah, Jr.
Jeffrey J. Gayonski
Campbell T. Gerrish, Sr.
Austin T. Getz II
Deborah Glenn
Mitchell B. Glover
Thomas Goes
Richard H. Golden
James R. Goodrich
Sandra E. Goodstein
Patrick K. Gores
Nic Gorey
Thomas E. Goris, Jr.
Irwin Gorman
Diane Hack Gould
Timothy J. Grace
Ronald J. Greenberg
Mel H. Gregory, Jr.
James P. Grogan
Stephen T. Guinan
Gerald F. Hall
Robert D. Hall
Paul L. Hanson
Mark E. Hardy
Ted P. Harless
Christopher N. Harmon
David B. Harris
Richard L. Harris
Kevin J. Hassan
David J. Heeter
Benjamin W. Henderson
Michael S. Henegar
Gerald J. Herbison
Mark J. Heurung
Keith E. Hickerson
Andrew J. Higney
Gregory L.
Hoernschemeyer
Stefan H. Holter
Jack C. Hondros
Jamie P. Hopkins
Terence L. Horan
Matthew D. Houston
Rick Hu
Brian J. Hubbell
James G. Huckabee IV
Joseph W. Huver
Roland J. Hymel, Jr.
L. Stockton Illoway
Scott C. Iodice
Patrick J. Ireland
John Irvin
Stuart Isgur
Susan Jamison
Charles N. Jenkins, Jr.
C. Sherfy Jones
George G. Joseph
Kathleen M. Kane
Lieselotte F. Kangas
George W. Karr, Jr.
Hratch Kasparian
Arnold M. Katz
Kevin F. Kaveney
Shawn F. Kelley
Troy B. Kemelgor
Stephen C. Kernaghan
Helen O. Kho
Jenny Kho
Kelly Kidwell
David D. Kiecker
Garry D. Kinder
William S. Koch
Steven H. Kosnick
John E. Kozakis
Daniel G. Krivos
Theodore T. Kurlowicz
Bruce A. Lafferre
Tod D. Lashway
Raymond N. Latiano
Bruce W. Laughlin
M. Kevin Lawhon
Ronald B. Lee
Joel J. G. Lehman
William J. Lemoine, Jr.
Robert F. Leonard
Deborah LeSage
David A. Littell
Larry T. London
Ronald E. Long
Christopher R. Lowery
Robert D. Lowrey
Kevin M. Lynch
Shawn C. Mackey
Cory A. Mahaffey
Timothy P. Malarkey
Joseph P. Mallee III
William J. Manby , Sr.
Jeffrey J. Manderfeld
Dennis J. Manning
James V. Marker
Charles D. Marks
Scott A. Marschall
Kenneth J. Masters
Patrick L. Matthews
Anthony T. Mazzei
David C. McAvoy
Brian W. McClure
Karen McDermott
Edward M. McEvoy
Hugh J. McFadden
James C. McGill
Eric M. McGough
Timothy P. McLanahan
Rana McNamara
Corey D. McQuade
John W. McTigue
James E. Meeks, Jr.
Carl F. Mehlhop *
Donald H. Mehlig
Joseph F. Meier
Bradford L. Meigs
John Meisenbach
Herbert N. Messick III
Andrew M. Miceli
Carl W. Middleton IV
Benjamin B. Miller
Kevin E. Miller
Norman B. Miller
R. Aaron Miller
David D. Mirabito
Donald E. Morris, Jr.
Timothy M. Mulroy
James F. Naive
Yuka Nakahara-Goven
David P. Nanigian
John E. Natoli
James J. Nemec
26
William J. Newman
Alan P. Niemann
Lynn A. Nolan
Kristin A. Nordahl
C. Bayne Northern
Troy A. Nunn
Joshua A. Oertli
David M. O’Malley
Nicholas H. Palaian
Kevin R. Palmiter
Bruce G. Parker, Jr.
Michelle Pedigo
Brian G. Petrando
Wade Pfau
Harold H. Philipsen
Sidney E. Phillips
Michael T. Piotrowicz
Matthew J. Plocher
William D. Pollakov
Richard A. Pope
Lisa H. Powell
Robert W. Powell
Frederick W. Prelle, Jr.
Dennis A. Prentice
Kevin S. Proffitt
John N. Prokopchak
Charles R. Pruett
Burvin E. Pugh, Jr.
Mark L. Pulaski
Joseph R. Radovic
Julie A. Ragatz-Norton
Jeffrey J. Rapp
Jeffrey D. Reeter
Adam T. Rhoades
Phillip C. Richards
David E. A. Riker
Ezra H. Ripple IV
J. Daniel Rivers
Gary Rowe
Matthew T. Russo
Steven W. Ryan
R. Philip Sarnecki
Joseph M. Savino
Christopher J. Schenkel
Jayne N. Schiff
Colleen A. Schueneman
John P. Schwan
Russell K. Schwartzbeck
Michael F. Scovel
Eugene J. Seaman
Robert Seery
Brad P. Seitzinger
Edward J. Shanahan
Gary R. Sitzmann
Marsha H. Slater
Jeffrey W. Sons
Joseph Sparacio
Jon S. Stenberg
David J. Stertzer
William J. Stevens
Glenn E. Stevick, Jr.
Bradley W. Stewart
Maurice L. Stewart
Eugene H. Storms
Peter F. Striano III
Edward M. Stuart
Fernando Suarez
F. Gib Surles
Wendy L. Sutowski
Rex M. Takahashi
Eric K. Takao
Derek J. Tamm
Stephen D. Tarr
Robert W. Terry
Michael F. Tews
Samuel T. Theobald
Scott P. Theodore
Allen F. Thomas
John B. Tripoli
Alessandro J. Tronco
Leo C. Tucker, Jr.
Jeri L. Turley
Kimberly L. Turner
Lise Twiford
Andrew G. Uram
John F. Van Der Hyde
Mary C. Varner
Michael J. Vietri
Joshua T. Waite
William C. Wallace
Stephanie A. Walsh
William Watson
John F. Wayland
Amanda Weitman
John G. Wells
Robert J. Wernecke
David F. West
James E. Whistler
John Whitham
Tek R. Wiegert
Melinda M. Wilke
Rockford G. Williams
Paul P. Winkler
Christopher P. Woehrle
Walter J. Woerheide
David F. Woods
James R. Worrell, Sr.
John W. Wright II
Jocelyn Wright
Robert W. Wylie
Bryan G. Yackulic
George S. Yackulic
Ryan E. Yoder
T. Scott Zach
Jeffrey Zuzolo
1927 Society Annual Gifts of
$250 to $1,499
Eric M. Aanes
William R. Abeles, Jr.
Charles Adams
John Adams
Stephen T. Adkins
Ralph S. Adorno
Stephen R. Ainsworth
Jason R. Akers
Betty J. Albitz
Joseph L. Aldridge
Michael A. Alfred
James M. Allotey
Robert K. Altshuler
Michael F. Amoia
Philip J. Amos
Scott A. Anderson
Scott T. Anderson
Thomas M. Archer
Charles H. Armstrong
Kenneth A. Armstrong
Marc D. Arnold
Glenn J. Arons
William J. Ashwell
Dennis B. Ashworth
Pamela C. Atkinson
Edward C. Auble
Roger S. Augustyn
William S. Austin
Ray L. Aylesworth
James J. Azzarello
Mark B. Baicker
Steven J. Bailey
Daniel K. Baird
Guy E. Baker
Vernon G. Baker
Michael Bakonyi
Chet D. Bandy
Karen M. Bard
Lane A. Barkstrom
David Barol
Eric L. Barrett
Bradley Barrie
Howard L. Barto
Charles S. Bean III
Kimberly A. Beck
Gregg R. Becker
John D. Becker
Peter D. Beckman
James B. Bell
Nancy Bello
Jeremy Belsky
William M. Benedict
Jeffrey P. Benowitz
Charles K. Bens, Jr.
Donald R. Berkey
Raymond L. Bertasi
Kurt D. Bethke
William H. Black, Jr.
Jane M. Black
Annette J. Blair
Richard J. Blake
Garrett T. Bleakley
Joe K. Bledsoe III
Anne Marie Bober
Fredric R. Bocceri
Todd Bock
David L. Bodde
Thomas E. Boerger
Bradley H. Bofford
Kent L. Bohanon
Cynthia R. Bolker
Brian E. Booker
Lawrence D. Bos, Jr.
Russell Bostick
Todd D. Bothwell
Blake L. Bottle
Stephanie S. Brandon
Edward H. Brenmark III
Armondo J. Brennan
Curtis R. Brooks
David M. Brown
John Peele Brown
Richard N. Brown
Robert B. Brown
Chris L. Browning
Philip K. Buchanan
Ronald J. Bultman
Brett A. Bumgarner
Joseph T. Burkhard
Gregory P. Burrell
Franklin D. Butler, Jr.
James L. Butler
Bruce A. Buttle
John E. Calles
Thomas J. Canale
Mark E. Caner
James J. Carbone
Dean W. Carey
Lisa Marie Cargill
Barbara R. Carr
R. Douglas Carter, Jr.
Marianne E. Carter
Gloria M. Catinchi
Brett J. Cavalieri
David P. Cerny
Stuart J. Cestia
John S. Chambers
Peter S. Chan
Daryl L. Chapman
David M. Chavez
Shane M. Chavez
Alexander Chernoff
Larry R. Christenson
Wallace Chi Ho Chu
John E. Church
Debra L. Cirksena
David T. Clarke
Lori A. Clausen
Charlene D. Clayton
William W. Clingempeel
Jack S. Cohen
David A. Coiner
Bradford J. Colby
Scott D. Colby
Robert S. Cole, Jr.
Arthur J. Colello
Leonard B. Comberiate
Donna H. Comer
John F. Connealy
Forrest W. Cook
Kent J. Cooke
Jonathan A. Cooley
John D. Cooney, Jr.
Scott J. Coppeto
Cindy K. Corcoran
James R. Corso
Marc E. Cottle
George H. Cox
Mark F. Cox
Christopher M. Coyne
Dodee F. Crockett
Jeffrey P. Crosley
Margaret A. Cull
Barbara Cunningham
Thomas P. Cunningham
William K. Cunningham
Timothy D. Curry
Kimberly L. Curtis
Deborah J. Czerwonka
Vasilios K. Danas
Roy G. Daniels
Earl Darphin
Stewart W. Davis, Jr.
John L. Davis
Todd M. Davis
Susan Deakins
Jonathan W. DeJong
Thomas A. DeWerth
Leonard J. DiCostanzo
Christopher W. Dilts
Derrick Dinger
Brigette B. DiNicola
Daniel W. Dittman, Jr.
Jack E. Dixon
Carol B. Dobbs
Charles R. Dobson, Sr.
Jeffrey T. Dobyns
Christina Ann Dock
Brett D. Dodds
Patrick J. Dolan
Cody K. Dolly
Steven H. Domsky
Marty and Helen Donner
Deborah M. Doud
Samuel C. Dowdy
Christopher L. Dowley
James L. Downey
Lance E. Dragelin
Elias R. Dragon
Donald J. Draudt
Gary Duell
Justin C. Duft
Brian Duggan
Harold E. Durbin
Paul F. Duval, Jr.
Jason S. Early
William T. Easley
Simeon G. Eaves, Jr.
Michael H. Ebmeier
Ray Eckert
William A. Edwards, Jr.
Patricia M. Eisenhauer
John C. Ellis, Jr.
Christine D. Elsberg
Scott A. Emley
Anthony G. Engrassia
Nathan E. Engstrom
Mark Erickson
Michael M. Erpelding
Henry V. Estep
Tony M. Ettinger
Scott R. Evans
David J. Evenson
Wendy L. Feldman
Thomas S. Ferry
Kenton L. Fervida
David J. Fier
Deanna A. Filosa
Nicholas J. Fiorito
John B. Fischer
Laura J. Fisher
William C. Fisk
Timothy C. Flanagan, Jr.
J. Randolph Flatt
David Fleisher
Corey Fleisner
Steven P. Flodder
Richard C. Flowers
Rex D. Foster
Roland G. Fournier
Russell L. Fox
James M. Frawley
Kirk A. Freedle
Ian Freeman
Jason H. Freeman
Marcel R. Frey
Howard J. Friedman
James J. Friedman
Janelle J. Fuhrmann
Peter Fulchiron
Kenneth G. Gallacher
Kevin E. Gallacher
Benjamin D. Gantt
Ali Garba
Gonzalo M. Garcia
Stephen J. Garry
Jonathan F. Garton
Michael D. Gary
Jules O. Gaudreau, Jr.
David C. Gautsche
William M. Gearhart
Roderick L. Geer
Roy C. George
Connie L. Gerba
Patricia K. Gibeley
Gary S. Gilchrist
Todd S. Gillingham
Brent C. Gilmore
Deborah L. Giordano-Manno
John C. Gogliettino
Howard B. Goode, Jr.
Jesse R. Gottlieb
Michael D. Grabhorn
Bradly W. Graffius
Stephen E. Gray
Ronald J. Grensteiner
Thomas M. Griffith
Sheila M. Gugliuzza
Herman Gunter III
Hal D. Guy
David F. Gwynn
Angelo A. Haddad
B. Scott Hadley
Carrie L. Hall
P. Allen Haney
Mark J. Hanna
Nicole R. Hanson
Bruce A. Harrison
Bryon J. Hatrel
George S. Hecomovich
Anthony L. Heger
Charles Heinz
28
Edward A. Hely
James S. Hemphill
Kevin Hench
Jerald F. Henderson
Bruce C. Hendrickson
Albert P. Herzog
Charles E. Hewett
Jo Ann Hill
Susan M. Hill
Wayne S. Hill
Patrick J. Hinton
Max Hockenberry
Paul F. Hoerrner, Jr.
Donald B. Hoffman
Matthew D. Hoffman
Teresa M. Hoffman
Randall P. Hoggard
Gary C. Holvick, Jr.
Donald Holzhammer
David S. Hood
Russell Y. Hoota
Daniel D. Horning
John J. Horrigan
June D. Houck
Robert C. Houghton
Frank J. Howell
Eric C. Howie
Loren L. Hsiao
Howard T. Hudson
Susan M. Hurschman
John P. Hyland
Raymond N. Ianni
Elayne M. Jackson
Brian G. Jacobs
Amy Jamrog
Jefferson K. Jarrell
Anthony B. Jernigan
Leslie E. Joerke
Barry F. Johnson
David T. Johnson
Douglas W. Johnson
Howard A. Johnson
Mark E. Johnson
Michael Johnson
Robert E. Johnson
Joseph E. Johnston III
Adrian Jones
Daniel B. Jones
Douglas A. Jones
Joe B. Jones
Katherine M. Jones
Philip G. Jones
Steven E. Jones
Seong Shin Joo
Steve J. Jordan
Sylvia A. Juric
Adam S. Kaminer
Wayne T. Kaneta
Bruce H. Kantor
Gary L. Karthauser
Lori J. Kaufman
Asghar A. Kazim
Peter J. Keating
Kurt Allyn Kechely
Michael C. Keenan
Christopher A. Kehl
J Gregory Keller
David A. Kellin
Christopher F. Kelly
Nicholas B. M. Kemp, Jr.
Hollee A. Kier
Leigh E. King
Mortell D. Kinser
Frank I. Kintzle
Karen J. Kirby
James E. Kirk
Michael A. Kirsh
Jennifer L. Kline
Bruce D. Klinger
Muriel Knapp
William F. Knapp
David A. Knox
Alan H. Kodama
Lance B. Kolbet
Richard W. Kolmin
Lawrence N. Kosciulek
Joshua S. Kosnick
Donald M. Kowalsky
Kenneth T. Kozlowski
Michael J. Kraft
Robert J. Kramer
Daniel G. Kress
Stephen G. Krochmal, Jr.
Stephen O. Kroeger
Dennis C. Krol
Paul G. Kropatsch
Kimberly J. Kropp
Matthew R. Krueger
Kraig K. Kuck
Kathy P. Kueider
Hilary M. Kurzer
Richard J. Kuster, Jr.
Christopher Kutufaris
Sharon H. Labelle
Larry M. LaBine
Marla Gene Lacey
Panos J. Lampros
Charles D. Landis
Robert J. Lang
W. Gary Langenhahn
Andrew M. LaRocco
Paul D. Larson
Jordan R. Laser
Val Laskowski-Martinez
Nicholas D. Latrenta
David F. Lau
Joe Lau
Heather C. Leach
Geoffrey A. Legg
Robert R. Lehmert
Lynda L. Lenz
Charles C. Leonard, Jr.
Frederick C. Leonard
Keith E. Lerner
Ronald H. Lesieur
Harold J. Leslie, Jr.
Michael T. Leverty
Jacob C. Lewis
Terry K. Lewis
Janette M. L’Heureux
Elizabeth Ann Liechty
George K. Limperopoulos
Thomas G. Lipscomb III
Terri S. Livingston
Norman J. Lizarralde
Carlos C. Lluch
Mariko Locke
Joshua S. Loewensteiner
Joanne E. Logue
Francis J. Lojewski
William G. Loventhal III
Daniel K. Loventhal
Micah T. Lowry
Matthew J. Lueder
Mary Grace Lundstrom
Alan Lurty
Thomas K. Luxem
Joseph M. Maas
Michael S. Macfarlane
Suzanne T. MacFerrin
Mark Madgett
Steve J. Mahannah
Jennifer L. Main
Dev K. Mandhyan
Jeffrey A. Manthey
Mark A. Mappa
Vincent J. Marinelli
Frederic R. Marschner
Michael E. Marsengill, Jr.
William P. Marshall
Ronald L. Martin, Jr.
Carole H. Martin
John C. Martin
Kenneth A. Martin
Ted M. Martin
Manuel E. Martinez
Michael J. Mathews
Harry K. Mathur
Mark R. Matley
Curtis L. Matlin
Mark R. Matulia
Trent Mausser
Jason M. May
Raymond J. May
Steven J. Maynard
Patricia A. Mazzanti
Norman E. McCarthy
Cathy A. McDonald
Richard S. McGarry
C Kent McGill
Kevin M. McGrady
Charlene A. McKenney
Gregory M. McMorran
Keith H. McNeil
Robert E. McNichol
Roger M. McQueen
Ronald K. McQueen
Thomas McTigue
David L. Mead
James H. Meanix
Rebecca D. Means
James J. Meehan
Shelly L. Megna
Kevin Meier
Michael J. Meindertsma
Kelly R. Meldrum
Allan T. Mendels
Robert E. Messinger
Fredric S. Meyers
Mark E. Miehe
Thomas A. Miller, Jr.
Anthony D. Miller
Edwin D. Miller
Joshua E. Miller
Keith Miller *
Steven L. Miura
Sandra V. Mobley
Daniel H. Mohr
Christopher T. Molessa
Ronald J. Molles, Jr.
Paul S. Montello
Robert B. Montgomery
Paul S. Y. Moon
Thomas J. Mooney
Alan L. Moore
Joel E. Moore
Timothy F. Moore
Anne B. Moquin
Craig A. Moquin
John Morecraft
Terry M. Morgan
Robert A. Moro
Charles C. Morris
James M. Morrison
Jay H. Moyer
Thomas A. Muldowney
Kevin P. Mullane
Thomas A. Mullany
John P. Muller
Delbert L. Mulvey
Matthew D. Muralt
Michael P. Murphy
Greggory T. Murset
David L. Musto
Jonathon L. Myers
Philip L. Nagel
Edward F. Nagle II
William A. Narduzzi
Susan C. Natoli
Dana M. Neighbors
William G. Nelkin
Todd A. Nieman
Dean M. Nihart
Richard D. Noah
Nannette Nocon
Tim Noe
William A. Nolte
Andres S. Noriega, Jr.
Scott P. Noyes
Henrietta K. Nye
Thomas J. Nye
Daniel S. O’Brien
Tracy R. Odegaard
William T. O’Donnell
Thomas M. Oliveira
Sheryl L. Olson
Michael D. Orr
Frank A. Osborn
Ronald L. Osborne
Robert K. Ostberg
Philip D. Owen
Tanya D. Pages
Kevin M. Pailet
Anthony J. Palmiscno
Joseph Papas
Glen S. Park
Roderic W. Parker
David W. Parsons
Terry N. Patterson
Andrew R. Pavlin
Edwin B. Peacock III
Joseph J. Pelletier
S. Alexander Pellish
Arlin L. Penner
Ron C. Penney, Jr.
Samuel O. Penni III
Aaron M. Perry
Gerald A. Peter
Frederick P. Peters
James V. Peters
Kenneth W. Petersen
Steven L. Petersen
James C. Peterson
Linder P. Peterson
Thomas L. Peterson
Mary L. Pierce
Walter R. Pierz
Tommy W. Pietsch
Samuel J. Pitt, Jr.
Dante P. Pizzuti
Coleman W. Pollard
Jacki L. Popadich
Bruce J. Pope
Rodger Premeau
Kathleen K. Pritchard
John S. Pugh
V. Thomas Purcell, Jr.
John T. Raisor
Chandru S. Ramachandran
J. Ray Ramsburg III
Steven D. Randall
Leonard Paul Raskin
Nicholas J. Rasmussen
Joshua J. Rauschenbach
Eric M. Rauscher
Richard L. Rawlings
Nanette Bouvier Rediker
James J. Rehak, Jr.
Gerald B. Rex
Marvin R. Reynolds
David L. Richardson
John E. Richter
Kevin B. Rigenhagen
David E. Riggs
Bruce E. Risler
Daniel J. Roberts
Joseph J. Roberts
Mara T. Roberts
Scott D. Robertson*
John P. Roland
Richard T. Romano
Philip F. Rongo, Jr.
Walter W. Roop
Richard E. Rose III
Grace F. Rossman
Nancy J. Roth
D. Rex Rousselot
John H. Ruhl, Jr.
Kurt P. Rupprecht
Randal E. Rush
Adam M. Sachs
David P. Sailor
Benjamin B. Sams
William M. Sanders
Charles T. Santos
William R. Sapers
Tina M. Saracino
Andrea N. Schaffer
Michael J. Scher
John J. Scholl
Cynthia D. Schumacker
Hopeton Scott
Matthew B. Searles
Bruce H. Sears
Rick L. Seger
Richard P. Seguy
Jason N. Semeleng
Marc C. Seward
Mansukh J. Shah
Bruce H. Sham
Thomas A. Shankland
David A. Sharp
Jonathan A. Shaw
Barry P. Shelley
Walter J. Shields
Calvin Shiu
Donald E. Shopiro
Karen P. Shute
Don M. Silk
Jeffrey D. Simpson
Robert A. Sink
Gerald A. Skrzycki
William F. Slattery, Jr.
Richard O. Slutzky
James C. Smallwood, Jr.
Charles A. Smith
Curtis W. Smith
Gail F. Smith
Gary M. Smith
Keith A. Smith
Kristi M. J. Smith
Philip E. Smith
Scott B. Smith
Tim W. Snow
Andrew J. Sohn
Raymond L. Soto
Thomas Laurie Southern
Harley R. Sowell
Ken Sparks
Arthur Spiller
Gregory J. Spinazze
Mark A. Spinnato
Leon A. Stallard
Mark E. Stamper
Deborah A. Stauring
H. David Steele, Jr.
Kenneth D. Steele
Geoffrey C. Steger
J. Michael Stephens
Patrick Stoll
Michael K. Stone
Claudia H. Stowers
30
Thomas M. Stransky
Erik O. Strid
John Jung Hoon Suh
Harold R. Sullivan
Dongming Sun
Bradley S. Sutter
William F. Tallent
Mayumi Tamaki
Marc L. Tannenbaum
Aaron T. Tanner
Gary W. Taylor
Holly A. Taylor
Robert J. Teik
Thomas R. Tewell
Jon A. Theeke
Jamie R. Thomas
Roy C. Thornton
Christopher A. Tipton
Richard V. Tipton
Todd T. Turowski
James J. Tyrpak
Keith H. Ulrich
Balbinder Uppal
Larry W. Vaculik
Jeffrey M. Valle
Larry Van Ollefen
Timothy S. VanderHorst
James R. Vandersluis
Russell W. VanderSteeg
James C. VanderWaal
David P. Vanderzee
Clifford E. Vanittersum
Paul W. Vann
Thomas R. Vaughn
Robert S. Vedder
Mark D. Vehslage, Sr.
Carol Jean Ventura
Pamela R. Verhasselt
Paul S. Viren
Patrick R. Vivier
Lorraine A. Vollhardt
Brian M. Vrana
Stephen R. Walker
Thomas L. Walker
Bradley K. Walton
Wolfgang Wand
Michael J. Ward
Jonathan M. Warner
Thomas F. Warner
James H. Watson
R. Chuck Waugh
Amy R. Webb
Daniel J. Weggel
Sara Anne Weichel
William B. Weihenmayer, Jr.
Lee G. Weinstein
Mitchell I. Weisbrot
Ray L. Weiss
Gina C. Wells
Darrin Werbitsky
Orestes V. West
Douglas V. Westall
R. Ray Westfall
Shane E. Westhoelter
Stephen M. Westlake
John E. Whitaker
Sarah C. White
David F. Whitesmith
David C. Whitney
Curtis R. Wiedeman
James D. Williams III
Adrian L. Williams
Daniel R. Williams
Larry C. Williams
W. David Williams
Alan B. Williamson
James L. Williamson
David C. Willis
Roger I. Willroth
Daniel T. Wilson
Brian P. Winfield
Scott A. Winslow
Allan M. Wiser
Walter Wolak
Richard D. Wolf
Terrence L. Wolf
Gordon Wollman
J. Richard Worrell, Jr.
James D. Wright
Samuel G. Wurtzel
James S. Young
Christopher Zarra
David W. Ziegler
Michael G. Zorio
* Deceased
Lifetime Giving
$1,000,000 and More
Cary M. Maguire
James A. Mitchell
William B. Wallace
$750,000 to $999,999
Jarrett L. Davis III
Gloria M. La Grassa
$500,000 to $749,999
Louis P. DiCerbo II
Richard A. Liddy
Reginald N. Rabjohns
$300,000 to $499,999
Brian S. Brown
Michael C. Davidson
William O. Goodwin
Phillip C. Richards
Seymour Sternberg
Warren T. Wamberg
$175,000 to $299,999
Laurence Barton
William H. Beckley
Peter C. Browne
Joseph W. Jordan
Barry Kaye
Charles D. Marks
Robert B. Plybon
John J. Rocco
Albert J. Schiff
Eugene J. Seaman
Joel A. Shapiro
Jack B. Turner
$100,000 to $174,999
Robert W. Barth
James M. Benson
Ralph E. Brown, Jr.
Millard J. Grauer
Gary T. Huffman
George W. Karr, Jr.
Arnold M. Katz
Arthur D. Kraus
Ronald E. Long
Eileen C. McDonnell
Foster E. Murphy
Thomas J. O’Haren
Ronald M. Park
Todd M. Schoon
Thomas B. Wheeler
$50,000 to $99,999
Benjamin G. Baldwin, Jr.
Lee V. Bethel
Lyle L. Blessman
Debra G. Boblitt
Elton H. Brooks
John R. Cassin
Robert E. Chappell
Patrick J. Collins
Michael J. Corey
Howard B. Cowan
Ralph L. Crews
Ralph Davis, Jr.
J. Scott Davison
David Q. Day
John R. Driskill
Salvatore F. Farina
Edward J. Feiman
Saul F. Feingold
Samuel J. Foti
Seymour Geller
Peter A. Golato
John W. Greene, Jr.
Randall H. Harbert
Thomas H. Harris
Salene Hitchcock-Gear
Harry P. Hoopis
E. Dunbar Jewell
Fred H. Jonske
Allan M. Kaplan
Joe Kelley
Leon L. Levy
Eugene F. LoVasco
Dennis J. Manning
John W. McTigue
David L. Mead
James J. Meehan
Donald H. Mehlig
Joseph J. Melone
Peter W. Mullin
Linda S. Need
William T. O’Donnell
Nathan M. Perlmutter
Alan Press
Paul J. Shevlin
Walter J. Shields
Allen A. Skogebo
David W. Smith
John E. Steger
Maurice L. Stewart
Stanley B. Sworski
Robert W. Verhille
Michael J. Vietri
Paul E. Vignone
Susan D. Waring
Samuel H. Weese
David F. West
James E. Whistler
David C. Whitney
Doyle J. Williams
David F. Woods
$25,000 to $49,999
Mark F. Alder
Dan W. Anderson
R. Allen Angell
Hartman Axley
Dennis M. Axman
Guy E. Baker
Richard M. Bauhof
Sam E. Beller
Jerrold J. Borrowman
Glenn Boseman
Marvin D. Bower
David M. Briggs
Abram I. Brustein
Dickson C. Buxton
Walter M. Cardinet, Jr.
James Cerone, Jr.
R. Michael Condrey
George I. Connolly
Susan M. Cooper
John W. Cronin
David A. Culley
Paul L. DeLisio
R. Paul Dodd
Bryan C. Dunn
Jay R. Eagan
Catherine L. Eckardt
Alfred O. Elder
Keith A. Erhard
Mehdi Fakharzadeh
Caroline A. Feeney
Neal R. Fegely
William W. Fenniman
Alan R. Finkelstein
Harris S. Fishman
Gene L. Foxen
R. David Fritz, Jr.
Kenneth L. Fry, Jr.
Leo R. Futia
Lee M. Gammill, Jr.
James L. Garard III
Anthony M. Garcia
Frederick M. Goodwin, Jr.
Irwin Gorman
Diane Hack Gould
Mel H. Gregory, Jr.
J. Barry Griswell
Floyd E. Guest, Jr.
William K. Halliburton
Allan G. Hancock
George Handler
Ann W. Hartmann
Dermot T. Healey
Keith W. Hein
Gerald J. Herbison
Phillip J. Hildebrand
Ivan C. Hinrichs
Terence L. Horan
Will S. Hornsby III
32
Jerry L. Hulick
Joseph W. Huver
John Irvin
Douglas W. Johnson
Rodger K. Johnson
C. Sherfy Jones
Douglas W. Jones
George G. Joseph
Richard M. Kagan
Norman W. Kamerow
James T. Kane, Jr.*
Jenny Kho
Robert E. Kiley
Garry D. Kinder
Victor W. Kirsch
Bartholomew Larocca
Fletcher C. Larson
David F. Lau
Bobby L. Layman
Stephen F. Libby
Robert D. Lowrey
David C. McAvoy
Bernard P. McDonough
Thomas L. McLeary
Patrick J. McNamara
Joseph F. Meier
Richard J. Miller
Stanley E. Miller
Kenneth C. Mlekush
James G. Morgan
Denis F. Mullane
Deanna M. Mulligan
Thomas W. Myers
James F. Naive
Yuka Nakahara-Goven
James J. Nemec
John F. Nichols
Knut A. Olson
Thomas J. Patton
Leo V. Petrini
A. Duer Pierce, Jr.
Jacob Pilibosian
Lisa H. Powell
Robert W. Powell
Wilmer S. Poynor III
Arlen I. Prentice
Parthasarathy Rajagopalan
Jack C. Raskin
Carl H. Reinhardt
Thomas R. Richards
William C. Robertson
M. Michael Rooney
Ronald S. Rosbruch
James D. Rosenbaum
David E. Sams, Jr.
Robert C. Savage
Robert D. Shapiro
William F. Shean, Jr.
Mark W. Sheffert
Raymond A. Silva
Robert J. Sims
Gary R. Sitzmann
Bernard A. Sloane
Nikki L. Sorum
Joseph Sparacio
Paul L. Stein
Eugene H. Storms
Donald P. Sullivan
Eric K. Takao
Stephen D. Tarr
Guy R. Thomas
James T. Turner III
Stephanie A. Walsh
Robert F. Weaver
Thomas L. Webb
Robert J. Wernecke
Harold L. Wilshinsky
Christopher P. Woehrle
Barry L. Wolfe
David G. Zick
Independence Guild
The Independence Guild is the legacy society of The American
College of Financial Services and reflects individuals and certain
organizations who have made planned and deferred gifts.
Rosemary T. Aitken
David B. Allen
David G. Allen*
Eleanor W. Allen*
John H. Allen
John W. Allen*
Eugene J. Altstatt
Dan W. Anderson
Sandra L. Anderson*
R. Allen Angell
Stuart A. Appel
Rudolph Arkin
Donald T. Ash
Timothy M. Babbert
Michael O. Babin
Joseph M. Backes
John T. Baier
Robert W. Bailey
Thomas W. Bailey
Guy E. Baker
John W. Baker
Benjamin G. Baldwin, Jr.
Robert M. Ball
Kristin L. Barens
Russell C. Barlow
Walter Barnes, Jr.
John M. Barry
Robert W. Barth
Larry and Eliza Barton
John R. Bartram
Thomas J. Bash*
Roland J. Basinski
John A. Batza
J. Gary Beagin
Robert A. Beck*
William H. Beckley
Kenneth R. Beesley
Donald D. Beeson
Charles E. Belcher
Dennis J. Bell
Sam E. Beller
Fred W. Beltz III
Dan A. Bench
David G. Benedict
James M. Benson
Warren G. Berger III
Ronald J. Bergstrom
Arthur B. Berk*
Lawrence J. Bernard
Ronald W. Beshear
Lee V. Bethel
Ronald E. Bishop
Stephen J. Blakesley
Gregory D. Blanchard
G. James Blatt, Jr.
Garrett J. Bleakley
Debra G. Boblitt
Gary P. Bocard
Roger C. Boeger
Bradley H. Bofford
Robert H. Boisvert
Cynthia R. Bolker
Frederick S. Bolyard
Stephen G. Bolyard*
Joseph S. L. Bonin
Lawrence F. Boord
Robert J. Born
Jerrold J. Borrowman
Jacob W. Boston
Thomas A. Bott II
Larry E. Botts
Vincent C. Bowhers*
Charles R. Boyd
David E. Boynton
Charles N. Bracht
Steven R. Braden
Margaret I. Bradshaw*
Stephen R. Braswell
William J. Braun
Terry L. Breitbord
John A. Briner
J. C. Brinsfield
William V. Brody
Elton H. Brooks
Ralph E. Brown, Jr.
Brian S. Brown
Lee B. Brown*
M. Wendell Brown
Rice E. Brown
Peter C. Browne
Allen R. Bruce
Vincent P. Brueggeman
Daniel E. Brunette
John H. Bullock, Jr.
Edward A. Burch
Glenn R. Burell
Andrew J. Burger
Francis D. Burke, Jr.
Joseph T. Burkhard
Dennis E. Butler
Dickson C. Buxton
Daniel Cafolla
Robert J. Calhoun
Albert G. Call III
John E. Calles
Juan E. Calles
Donald S. Cameron
John D. Campbell, Jr.
W. Harrison Campbell
Lee B. Canfield*
Harold Caplan*
Curtis Carey
Peter G. Carey
Byron L. Carlson
Kirt W. Carstens
John B. Carter*
Robert A. Carter
John R. Cassin
Milton M. Cerf
James Cerone, Jr.
Steven H. K. Chang
Robert E. Chappell
Marcus C. S. Cherry*
Martin Cherry*
Herbert L. Cheskis
Beverly T. Chrisman
Adelia C. Chung
Tai Yau Chung*
James M. Clary
William S. Cochran*+
William H. Coleman, Jr.
Paul W. Colflesh*
Patrick J. Collins
Robert E. Collins*
R. Michael Condrey
Susan M. Cooper
Deborah L. Copeland
Howard B. Cowan
Dennis C. Crawford
Cheryl D. Creuzot
Ralph L. Crews
John W. Cronin
Dudley R. Crow
Anthony C. Cubellis*
David A. Culley
John R. Cushing
Gilfred L. Daigle*
William Damora
Anna L. Daniels
Roy G. Daniels
Richard E. Darrah
Joseph D. Davenport
Kathleen T. Davenport
Paul L. Davidson, Jr.
Michael C. Davidson
Jarrett L. and Mary V. Davis
Ralph Davis, Jr.
David Q. Day
Lee R. Dean
John W. DeDominic
Tony M. DeLeon
Thomas L. Deleot
Paul L. DeLisio
Paul K. Dell*
S. Kay Dempsey
John J. Dennison
George W. S. Denton*
Richard M. Denton
Henry A.* and Florence*
Deppe
Robert A. Derrenbacker
Ralph E. DeWerff
Louis P. DiCerbo II
Monroe M. Diefendorf, Jr.
Dwayne A. Dietze
Arvid R. Dike
Charles R. Dobson, Sr.
Anthony J. Domino, Sr.*
Robert V. Donovan
David J. Downey
John R. Driskill
Kirk P. Dryden
Bernard E. Duhaime
Lucy Dulin*
J. Terrance Dunn*
Robert C. Dye
Jay R. Eagan
Brian H. Early*
Catherine L. Eckardt
Dwayne A. Edelstein*
Kenneth R. Ehinger
Alfred O. Elder
Donald B. Elliott*
Stephan A. Elliott
O. Lee Elrick, Jr.
Frank M. Engle*
Aaron L. Epstein*
Keith A. Erhard
Jean F. Essex*
George V. Exner*+
Salvatore F. Farina
Frank J. Farrington
Gil L. Fash
Caroline A. Feeney
Neal R. Fegely
Edward J. Feiman
Saul F. Feingold
Ben Feldman*
Charles J. Feldman
Wendy L. Feldman
Martin A. Fennewald
William W. Fenniman
Terry G. Fenwick
Charles I. Ferrara
Robert J. Fincham, Jr.
Alan R. Finkelstein
C. Robinson Fish III*
Carmen T. Fish
Harry I. Fisher, Jr.*
William H. Flammer, Jr.
Wayne N. Fleischer
Dennis A. Flem
Gary L. Flotron
Thomas F. Flournoy*
Thomas F. Flournoy III
Michael M. Flynn
Lewis W. Fogel
Maureen M. Foley
Arnold G. Ford
Curtis B. Ford
William E. Ford*
Daniel C. Fortier
A. Scott Foster
Samuel J. Foti
Joseph E. Fox
Gene L. Foxen
Timothy J. Freeman
Frank Friedler, Jr.*
Sidney A. Friedman*
Gary R. Froid*
Paul S. Frommer
Kenneth L. Fry, Jr.
34
Joseph A. Fulkerson
Lee M. Gammill, Jr.
James L. Garard III
Charles E. Garrity
Seymour Geller
Nancy B. Georgen
Richard M. Geriner
Campbell T. Gerrish, Sr.
John T. Ghegan
Peter A. Golato
Julian H. Good, Jr.
Stanley F. Goodin
Fredric E. Goodman
William O. Goodwin
Shelley S. Goren*
Thomas E. Goris, Jr.
Diane Hack Gould
Millard J. Grauer
Nancy H. Green
Olen C. Green*
Ronald J. Greenberg
John W. Greene, Jr.
John H. Greene
J. Barry Griswell
Frank F. Haack, Jr.*
Donald R. Haas*
Jason S. Hackmann
Angelo A. Haddad
Harry Haiblum*
J. Leonard Hale
William K. Halliburton
Sanford B. Halperin*
Allan G. Hancock
Calvin L. Hannah
Randall H. Harbert
Robert D. Harris*+
Thomas H. Harris
Randall D. Hart
Richard L. Hartmann
Kevin J. Hassan
Karen B. Hausler
Thomas M. Hawco
Jack D. Hayes
John E. Hazard
Dermot T. Healey
Frank G. Heitker
Wayne A. Hellbusch
Ned D. Helmuth*
Thomas S. Henderson
Robert G. Hengelfelt*
Willard L. Hensel
John C. Hensley, Jr.
Donald J. Herzog
Phillip J. Hildebrand
Richard L. Hill
Robert P. Hill
David H. Hilton*
Warren C. Hodges
Austin E. Hodgkins, Jr.
Gregory L. Hoernschemeyer
Noralie J. Hoffman
David F. Hokanson
George O. Holland
Vernon W. Holleman, Jr.*
Harry P. Hoopis
Gerald D. Hoppe
Terence L. Horan
Will S. Hornsby III
Donald R. Houser*
Anita J. M. Hsiao
William R. Huey, Jr.
John P. Huntington
Thomas P. Huntington*
Joseph W. Huver
Leonard J. Ialeggio
John Irvin
Richard D. Irwin*
J. Curtis Jacob
John R. Jagger
Marvin B. Jaynes*
William D. Jefferson*
E. Dunbar Jewell
Alfred C. Johnson
Douglas W. Johnson
Edwin T. Johnson*
Rodger K. Johnson
Steve K. Johnston
C. Sherfy Jones
Charles H. Jones
George G. Joseph
Harris E. Kagan
Richard M. Kagan
Terri R. Kallsen
James T. Kane, Jr.
Allan M. Kaplan
Ronald F. Karabian*
George W. Karr, Jr.
Amy M. Kates
Arnold M. Katz
Barry Kaye
Kurt A. Kechely
Joe Kelley
R. Gene Kent
John S. Kerr
Robert H. Kerrigan
Thomas D. Kienlen
James H. Kihneman, Jr.
Robert E. Kiley
Kevin C. Kingston
Victor W. Kirsch
Clayton J. Klein
Stanley B. Kline
Thomas C. Klotz
Michael J. Kraft
Stephen A. Kramer*
Arthur D. Kraus
Lanny N. Kuehl
Gloria M. La Grassa
Tamarine Lackey
Christopher J. Larger
Bartholomew Larocca
Conrad J. Larsen
Fletcher C. Larson
Liam A. Leary
Louis G. Leblanc
Leslie S. Leeper*
Robert R. Lehmert
Elliot G. Lengel*+
Ronald H. Lesieur
James C. Lester
Robert L. Levin*
Sidney Levine
Leon L. Levy
H. Kirke Lewis*
Stephen F. Libby
Donald E. Lippencott
Leroy E. Lohman
Ronald E. Long
Joseph D. Longo
Eugene F. LoVasco
William G. Loventhal III
Robert D. Lowrey
Edick A. Lucas
Gerald L. Lukton
Parker L. Lyda
Michael H. Lyman
J. Peter Lyons
Malcolm D. MacKinnon
Timothy P. Malarkey
Patricia A. Mann
Dennis J. Manning
Charles D. Marks
Arnold P. Masinter
Kenneth J. Masters
Robert E. Mathis
Donna J. Matzko
Michael V. May
Raymond J. May
Frank D. McArthur II
David C. McAvoy
John K. McCallum, Jr.
Eileen C. McDonnell
Joseph C. McGee
Raymond W. McHale, Jr.
Wayne O. McHargue
David N. McIntyre
Kimberly J. McKown
Robert F. McKown
Timothy P. McLanahan
Miles W. McNally*
Patrick J. McNamara
John W. and
Vanessa McTigue
David L. Mead
Dexter M. Means
Kenneth L. Means*
Robert B. Mecklenborg
Andrew J. Meehan
James J. Meehan
Carl F. Mehlhop*+
Donald H. Mehlig
John Meisenbach
Ned R. Meisner
Joseph J. Melone
Alan L. Meltzer
Jorge E. Mercado
Joseph R. Mercier
Sherburn W. Merrill, Jr.
Carl W. Middleton III
Anthony D. Miller
Keith Miller*
Stanley E. Miller
James A. and
Linda R. Mitchell
Roy O. Mitchell*
Kenneth C. Mlekush
James B. Moore
Anthony Morris VII
Donald E. Morris, Jr.
John T. Mulheran
Denis F. Mullane
Peter W. Mullin
A. Douglas Murch*
John H. Myaard
Thomas W. Myers
James F. Naive
Yuka Nakahara-Goven
Roland S. Nebeker
Linda S. Need
Warren A. Negri, Jr.
William R. Neville, Sr.
Kenneth J. Newfarmer*
Glenn W. Nichols*+
George R. Nicholson, Jr.
Paul M. Nick
Maxine B. Niemeyer*
Paul F. Noble*
Glenn L. Noland
C. Bayne Northern
Kevin J. O’Connor
Kevin S. Odell
Thomas J. O’Haren
Carolyn J. Ohlfest
Martha N. Olmstead
Raymond R. Olmstead*
Erik A. Olsen
David M. O’Malley
Robert K. Ostberg
Mitchell W. Ostrove
Edward E. Packell*
Stacey M. Pavone
Ralph I. Pence
Robert H. Perkins*
Nathan M. Perlmutter
Kenneth W. Petersen
Linder P. Peterson
Robert L. Pethtal
Leo V. Petrini
John B. Peyton*
Harry Phillips III
A. Duer Pierce, Jr.
Larry R. Pike*
Roger D. Pinneo
James D. Pittman
Steven A. Plewes
Robert B. and Mary Plybon
James P. Poole*
Wilmer S. Poynor III
Jonathan J. Pratt
Alan Press
Robert V. Price, Jr.
James E. Prickett
Earl S. Prolman
John S. Pugh
John M. Qualy
Kirk Quaschnick
Joseph R. Radovic
Frank L. Rainaldi*
Dwain P. Ramlo
Stephen G. Ray
Randall D. Reichenbach
Lloyd L. Reynolds
Thomas R. Richards
John R. Richmond
George N. Ridings
Penny K. Righthand
David E. A. Riker
David S. Rinsky
John F. Rippinger
Ezra H. Ripple IV
John J. Rocco
Sumner Rodman*
Howard F. Roeding, Jr.
Charles A. Rogers, Jr.
C. Michael Rogers
Donald M. Rogers*
Warren A. Romaine, Jr.
M. Michael Rooney
Ronald S. Rosbruch
Mitchell D. Rosenberg
David R. Rubinowitz*
James W. Rutledge
Ronald A. Sacks
Robert B. Sathe
Frank F. Schambach
Gail M. Schank
Robert V. Schechter*
Scott D. Scheer
Albert J. Schiff
Jayne N. Schiff
Paul F. Schoenfeld
Todd M. Schoon
Richard Schornstein, Jr.
Richard W. Schubert
Raymond J. Scott
Michael F. Scovel
Ellen B. Seaman
Eugene J. Seaman
Joel A. Shapiro
Stephen C. Shaw
William F. Shean, Jr.
Claus H. Shelling
Paul J. Shevlin
Walter J. Shields
John S. Shondel
Raymond A. Silva
Morris A. Silverman*
Timothy L. Sims*
I. Michael Singer
W. Clyde Sisson*
Gary R. Sitzmann
Allen A. Skogebo
David W. Smith
Mark B. Smith
Mary P. Smith*
Gary J. Sohigian*
Mark and Paula Solomon
N. W. Jerry Solomon
Mark Sorlie
Neil P. Sorum*
Nikki L. Sorum
Paul S. Soule*
Glenn E. Sowalskie
Robert I. Spak
David L. Sparks
Morton E. Spitzer
Robert B. St. John
James H. Stanley
Ronald T. Stansell
Jolene S. Starr
Dianne Y. Steffey
Michael C. Steffey
John E. Steger
Irving N. Stein*
Paul L. Stein
Seymour Sternberg
Colleen M. Stevens
Stephen B. Stone
Donald F. Stoner*
Dennis G. Stork
Eugene H. Storms
Frank E. Sullivan*
John E. Sullivan
Peter W. Sullivan
Calvin S. Sumner
Jose S. Suquet
Georgia J. Suranofsky
F. Gib Surles
James W. Tait
Eric K. Takao
David R. Tarella
Stephen D. Tarr
Wyllys H. Taylor, Jr*
Joe P. Teague
Robert L. Tedoldi
M. Michael Teichman*
Robert A. Tewes
Neil D. Theriot
A. Richard Thiernau
Jeffrey E. Thol
Guy R. Thomas
Wayne E. Thomas
Arthur H. Thompson
William G. Thompson
Christopher G. Tobey
John O. Todd*
Louis J. Toia*
Daniel J. Toran*+
Dennis M. Travlos
Jeri L. Turley
Jack B. Turner
John S. Tuttle
Terry T. Uchida
Martin P. Umbach
Gary L. Vander Werff*+
Larry M. VandeVen, Jr.
William VanWinkle
John D. Varner
36
David L. Vear*
Robert W. Verhille
Michael J. Vietri
Paul E. Vignone
Raymond Vitek, Jr.
Curtis J. Vrieland
Richard A. Wadsworth
Julius F. Wagner
Thomas G. Walder
William B. and
Sallie B. Wallace
Stephanie A. Walsh
William T. Walsh*
Robert J. Waltos, Jr.
Susan D. Waring
Lamar Weaver
Robert F. Weaver
Thomas R. Weaver
Thomas L. and
Mariam Webb
Mark A. Weber
Richard M. Weber
Richard A. Wecker
Samuel H. Weese
Norbert A. Weisbeck
Earl L. Weiser
Sharon G. Welch-Blair
Calvin D. Welling
David F. West
Thomas B. Wheeler
James E. Whistler
Bernard R. Whitehill
N. Susan Whittington
Lawrence Wiener
Roger A. Wikstrom
Dale S. Williams, Jr.
Joseph P. Williams, Jr.
Harold L. Wilshinsky
Thomas J.* and Bette Wolff
Marshall I. Wolper*
Robert D. Wombwell, Jr.
Ronald I. Woodmansee
David F. Woods
James R. Worrell, Sr.
Charles R. Wright*
J. Lamar Wright
Richard L. Wright
Jimmy R. Youell
Joe D. Young*
Edmund L. Zalinski*
David G. Zick
Charles J. Zimmerman*
Freda J. Zimmerman
Stanley A. Zur*
Ameritas
New York Life Insurance
Company
Boston Chapter S.F.S.P.
Greater Chicago Chapter
S.F.S.P.
Society of Financial Service
Professionals
* Deceased
+ P roceeds received
during 2015
In Memoriam Maxine Niemeyer 1920 - 2015
Trailblazer Maxine Niemeyer, MSM, MSFS, CLU®, ChFC®, died May 29, 2015. Niemeyer
entered the financial services field early in her working career. In 1964, at a time when
few women were part of the profession, she earned her CLU® designation from what is
now The American College of Financial Services. She rose quickly through the ranks of
Detroit’s Business & Estate Financial Coordinators, Inc., becoming a top producer and
then president. Niemeyer went on to serve for over 20 years as the Michigan brokerage
agency manager for Phoenix Mutual Life Insurance.
When the ChFC® designation was developed, Ms. Niemeyer was a student in one
of the first classes to earn that designation. She valued the singular education she
received at The College, as noted in her own words, “In the 70s, our country went
through tremendous problems caused by excessive inflation. The American College
of Financial Services helped me keep up with the subsequent economic changes by
creating and offering the ChFC® courses and designations... Our society is characterized
by a better informed consumer and a significantly more complex and competitive
financial environment. Now more than ever, the CLU® and ChFC® designations make a
difference!”
Maxine Niemeyer became the first woman elected to The American College of Financial
Services Board of Trustees in 1981. The trustees honored her in 1994 with the Solomon
S. Huebner Gold Medal, The College’s highest honor. Niemeyer also served as a leader
on several other boards and received well-deserved recognition over her long career in
the industry.
Companies, Foundations
and Other Organizations
The giving recognized below includes direct
contributions as well as corporate matching gifts.
$1,000,000 and More
New York Life Insurance Company
and New York Life Foundation
$500,000 to $999,999
Northwestern Mutual and
Northwestern Mutual Foundation
$250,000 to $499,999
MassMutual Financial Group
$100,000 to $249,999
Metropolitan Life Insurance
Company and MetLife Foundation
Prudential Financial and
Prudential Foundation
Securian Financial Group, Inc.
$50,000 to $99,999
Pacific Life Insurance Company and
Pacific Life Foundation
pactera
Saybrus Partners, Inc.
State Farm Companies Foundation
$25,000 to $49,999
CNO Financial Group, Inc.
COUNTRY Financial
Lincoln Financial Group Foundation, Inc.
Nationwide Life Insurance Company
and Nationwide Foundation
Ohio National Life Foundation
Penn Mutual Life Insurance Company
Scor Global Life Americas RE Company
Voya Foundation
$10,000 to $24,999
Ernst & Young, LLP
First Command Educational Foundation
Intellect SEEC
Life Quotes, Inc.
Mutual Of Omaha Insurance Company
NCS Pearson
RGA Reinsurance Company
Robert N. And Nancy A.
Downey Foundation
Slayton Search Partners
The Guardian Life Insurance
Company Of America
Thrivent Financial for
Lutherans Foundation
Wells Fargo
$5,000 to $9,999
Ameritas Life Insurance Corp
Bankers Life and Casualty Company
Foresters
Southern Farm Bureau Companies
$1,000 to $4,999
Ameriprise Financial, Inc.
Charles Schwab & Company
NAIFA
The Ascension Group
Members of the
Cary M. Maguire
for Ethics in Financial
Services
2015 Corporate Members
CNO Financial Group
Foresters
Guardian
John Hancock Insurance
M Financial Group
MetLife, Inc.
Northwestern Mutual
Principal Financial Group
Prudential
Securian Financial Group
State Farm
Thrivent Financial for Lutherans
TIAA-CREF Life Insurance Company
2015 Industry Fellow Members
Mullin Barens Sanford Financial
SilverStone Group
Less than $1,000
Aetna Foundation
Allstate Foundation
AXA Equitable Financial Services
and AXA Foundation
Falling Water Financial Group, Inc.
Horton Financial Services, LLC
Kennedy Financial Services, Inc.
Morgan Stanley Smith Barney, LLC
Principal Financial Group Foundation
Utica National Life
Western & Southern Financial
Foundation
38
Board of Trustees 2015
David M. Anderson
TIAA-CREF Life Insurance Co.
(Ex officio)
Wendy A. Benson
MassMutual Life Insurance Co.
Lee V. Bethel, CLU , ChFC , REBC , RHU , CAP , ChHC
Comprehensive Benefit Services, Inc.
®
®
®
®
®
®
Fred H. Jonske, FSA
Life Trustee
M Financial Group
Christopher O. Blunt, CLU®, ChFC®, CAP®
New York Life
Paul A. LaPiana, CFP®
MetLife Premier Client Group
James J. Carbone, MSFS, MSM, LUTCF®, CLU®, ChFC®, CLF®
Principal Financial Group
Anne Long
Long Consulting Group
Ron Carson, CFP®, ChFC®
Carson Wealth Management Group
Eugene F. LoVasco, JD, CPA, CLU®
(Ex officio)
LoVasco Consulting Group
Edward W. Cassidy
The Phoenix Companies
George I. Connolly, JD, CLU®, ChFC®
Securian Financial Group
Susan M. Cooper, MSM, CFP®, CLU®, ChFC®, CAP®
Penn Mutual Life Insurance Co.
Michael J. Corey
MJC Ventures, Inc.
Ralph L. (Chip) Crews, CLU®, ChFC®
Executive Consultant
J. Scott Davison, CLU®, ChFC®
OneAmerica Financial Partners, Inc.
James J. Meehan, MSM
Corporate Secretary
1847Financial
James A. Mitchell, CLU®, ChFC®
Retired
IDS Life Insurance Company
Linda S. Need, MSFS, FSA, CFP, CFA®, CAP®
Chair
Wells Fargo Insurance Services USA, Inc.
Scott R. Perry
CNO Financial Group, Inc.
Michael Doughty
John Hancock Insurance
Robert B. Plybon, CLU®, ChFC®
Life Trustee
Plybon & Associates, Inc.
Caroline Feeney, CLU®, ChFC®
The Prudential Insurance Co. of America
Phillip C. Richards, CLU®, RHU®, CFP
North Star Resources Group
Anthony M. Garcia
Foresters
Albert J. “Bud” Schiff, CLU®, CAP®
Life Trustee
Alvarez & Marsal Executive Compensation & Benefits
Campbell T. Gerrish, MSFS, CLU®, ChFC®
Winged Keel Group
Peter A. Golato, CLU®, ChFC®
Nationwide Financial
Randall H. Harbert, CLU®
State Farm Insurance Companies
Thomas H. Harris, CLU®, ChFC®
Penn Mutual Life Insurance Co.
Salene Hitchcock-Gear, JD
Ameritas Investment Corp.
Gary T. “Doc” Huffman, CLU®, ChFC®
Vice Chair
Ohio National Financial Services
Todd M. Schoon, JD, CLU®, ChFC®
(Ex officio)
Northwestern Mutual Life Insurance Co.
Robert D. Shapiro, CLU®
The Shapiro Network, Inc.
Frederick J. Sievert, MSM
Life Trustee
Retired — New York Life Insurance Co.
Jon S. Stenberg, ChFC®
RiverSource Insurance
Thomas P. Tooley, CLU®, ChFC®
Lincoln Financial Distributors, Inc.
Leo C. Tucker, CLU®
The Washington Group
Joseph W. Jordan
Arnold M. Katz, CLU®
AMK Concepts, Inc.
Tina M. Valenzuela, JD
Charles Schwab & Co.
Mary A. Weiss, PhD
Fox School of Business, Temple University
Kelly Kidwell, LUTCF®, CLU®, ChFC®
Pacific Advisors, Inc.
Robert J. Wernecke, CLU®
ECA Financial Services, Inc.
Arthur D. Kraus, CLU®, ChFC®, CAP®
Capital Intelligence Associates, Inc.
Doyle J. Williams, CLU®, ChFC®
COUNTRY Financial
Leon L. Levy, CLU®
Leon L. Levy & Associates
2015 Foundation
Board of Directors
Richard A. Liddy, CLU®
Retired — General American Life Insurance Company
Eugene F. LoVasco, JD, CLU®, CPA
Chair
LoVasco Consulting Group
Debra Boblitt, CLF® — Board Secretary
State Farm Insurance
Peter C. Browne, LUTCF®
PRB Wealth Management
Linda S. Need, CFP®, CFA®, CAP®, MSFS
(Ex officio)
Wells Fargo Insurance Services, USA, Inc.
Andrew J. Bucklee, CFP®, CLU®, ChFC®
Lincoln Financial Distributors
Howard B. Cowan, CLU , ChFC
Cowan Financial Group
®
Reginald N. Rabjohns, CLU®, ChFC®
Secure Futures, Rabjohns Financial Group
®
Charles T. Cronin, III, CLU , CAP
(Ex officio)
®
®
Michael C. Davidson, MSM, CLU , CAP
Retired — State Farm Insurance
®
Ronald E. Long, CLU®, ChFC® — Treasurer
Sharebridge Private Equity Consolidated
®
Neal R. Fegely, CPA
(Ex officio)
First Financial Group
R. David Fritz, Jr., CLU®
Executive Benefits Network
Michael V. James
Partners Financial
(Ex Officio)
Michael Rosenzweig, CLU®, ChFC®
Vice Chair
Rosenzweig Financial Services
Albert J. (Bud) Schiff, CLU®, CAP®
Alvarez & Marsal – Executive Compensation & Benefits
Mike Scovel, MSM, CLU®, ChFC®
New York Life Insurance Company
Joel A. Shapiro, CLU®, ChFC®, MSFS
Bartmon, Shapiro and Associates, Inc.
Joseph Sparacio, LUTCF®, CLU®, CLF®
MassMutual Financial Group
E. Hardy Vaughn, Jr., MSFS, CLU®, ChFC®, CAP®
The Vaughn Group, Inc.
Paul E. Vignone, JD, CLU®, ChFC®
The Penn Mutual Life Insurance Company
John G. Wells, CPA
(Ex officio)
Rodger K. Johnson, MSFS, CLU®, ChFC®, CAP®
Johnson Financial Group
40
Emeritus Foundation Board Members
Brian S. Brown, CLU®, ChFC®
Gloria LaGrassa, CLU®, ChFC®
Jarrett L. Davis, III, CLU®
James A. Mitchell, CLU®, ChFC®
Louis P. DiCerbo, II, LUTCF®, CLU®, ChFC®
Thomas J. O’Haren, CLU®, ChFC®
Lee M. Gammill, Jr., CLU®
William B. Wallace, CLU®, ChFC®, CAP®
2015 Alumni Association Board Of Advisors
Kevin Baldwin, CLU®, ChFC®, CAP®
One American Securities
Jeffrey S. Barton, MSM, CLU®, ChFC®
Matthew Berger, CLF®
Jerry Borrowman, MSFS, CLU®, ChFC®, LUTCF, CAP®
Penn Mutual
Heather Davis, JD, CLU®, ChFC® AEP®
New York Life
Steven D. Earhart, CFP®, MSFS, CLU®, ChFC®
Devon Financial Partners, LLC
Jason Early, ChFC®
Hoopis Performance Network Robert A. Faingold, MSM, CLF®
Ameritas
First Financial Group
Diane Hack Gould, CLU®, ChFC®, CAP®, MSFS
D.H. Gould Company
(Ex officio)
Lynnette Muleady, MSM, CLU®
James A. Petersen, MSFS, CFP®, CLU®, ChFC®,
CASL®, CLF®, AEP
First Command Financial Services, Inc.
Lucas Quaccia, CLU® ChFC®, CLF®
New York Life
John J. Rocco, MSFS, CLU®
Rocco Financial Group
Michael Rosenzweig, CLU®, ChFC®, AEP
Rosenzweig Financial Services
Jayne N. Schiff, CLU®, ChFC®, REBC®, CAP®
Schiff Benefits Group
Michael Scovel, MSM, CLU®, ChFC®
New York Life Ins. Co.
Stephen C. Target, CLU® ChFC®
1847Financial
Peter Hoopis, CLU®, ChFC®, CLF®
Hoopis Financial Group
Emeritus Alumni Association Board Members
Jerry Borrowman, MSFS, CLU®, ChFC®, LUTCF, CAP®
John J. Rocco, MSFS, CLU®
Jayne N. Schiff, CLU®, ChFC®, REBC®, CAP®
2015 FINANCIAL
PERFORMANCE
Financial information in the Revenue and Expense graphics on this page is based
on preliminary, unaudited data from January 1, 2015 to December 31, 2015. All
other graphics are based on the corresponding years’ annual audits. The Total
Charitable Gifts and Pledges bar chart represents contributions on a Generally
Accepted Accounting Principles basis.
2015 EXPENSE COMPOSITION
2015 REVENUE SOURCES
7%
8%
21%
38%
54%
72%
Occupancy costs (Including Depreciation)
Investment and Other Income
Academic and General and Administrative
Contributions
Salaries and Benefits
Student Fees
TOTAL CHARITABLE
GIFTS AND PLEDGES
REVENUE SOURCES
2011-2015
$12,000,000
$50,000,000
$45,000,000
$40,000,000
$10,000,000
$35,000,000
$30,000,000
$8,000,000
$25,000,000
$20,000,000
$6,000,000
$15,000,000
$10,000,000
$4,000,000
$5,000,000
$0
$2,000,000
2011
$0
2011
2012
Gifts/Pledges
GAAP
2013
2014
2015
2012
2013
2014
2015
Educational Fees and Services
Contributions
Investment and Other
42
270 SOUTH BRYN MAWR AVENUE,
BRYN MAWR, PA 19010

annual report - The American College

Transcription

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