Deb Wetherby ’80, Founder and CEO of Wetherby Asset Management, was named to Barron’s 2018 Top Women Financial Advisers list for her business acumen and experience. Wetherby's appearance on the list by the prestigious weekly title is based on a ranking that accounts for the volume of assets she and her team oversee, the revenues generated by her firm, and the quality of her practice.
Sarah Umbarger Burnett ’81 and Anne Umbarger Scruggs ’96 are the Founders of MontVue Capital Management (Link), a private wealth management firm in Lynchburg, Va., celebrating its 15-year anniversary. With over $91 million in assets, MontVue serves clients throughout the East Coast.
Thomas H. Cook Jr. '81 has been elected as a Fellow of the American College of Tax Counsel. He is Head of the tax practice group of Wyrick Robbins Yates & Ponton LLP in Raleigh, NC.
Gary England ’81, on the shoulders of 30 years of corporate banking, is opening two Elements Therapeutic Massage studios with his wife, Elspeth, in late 2013 that will serve Buckhead and Sandy Springs/Dunwoody, Ga.
Donald Olinger ’81 recently joined Cordia Partners as a Partner. Cordia Partners is a leading accounting and financial consulting services firm in the Washington, D.C., metropolitan. One of Mr. Olinger’s primary roles will be to expand and lead the firm’s Maryland operations, including opening a Maryland office. Mr. Olinger will work with the Cordia Recruiting and Staffing team to grow that practice in addition to providing CFO consulting and advisory services to Cordia clients.
Emily Lewis Wilkinson ’81 and Lynne Tickle (A&S ’84) started Concierge on Call in 2018. The company, based in Richmond, VA, provides organizational, decluttering, and downsizing assistance throughout the Northern Neck of Virginia.
Ronald C. Goodstein ’82 is an Associate Professor of Marketing at Georgetown University’s McDonough School of Business. He was honored by his students this year to receive the MSB Academic Council's Professor of the Year Student Choice Award.
Owen Rankin '82 , Founder and President of corporate brand consultancy Over the Horizon Strategies, takes a deeper look into the science of gratitude and why it matters for companies in a Nov. 25, 2018, InnerWill blog post titled "The Foundation of Strong Corporate Reputations: Gratitude."
Donna Garban ’83 has opened a bookstore in Hoboken, N.J., called Little City Books, named “best new business in Hoboken” by the Chamber of Commerce.
Thomas Gayner ’83, Co-CEO of Markel, spoke with NPR One’s “Full Disclosure” Jan. 28, 2018, about his career, markets, the lost art of value in this era of go-go-growth, and how he transformed Markel into an investing heavyweight.
Kyle Shaw ’83 and his wife, Belinda, are pleased to announce the birth of their daughter, Kara, born June 12, 2017, in Hong Kong. Kara joins big sisters Julia, 10, and Kelly, 3. Kyle is Founding Partner and Managing Director of Shaw Kwei & Partners. The family lives in Hong Kong.
Meryl Witmer ’83, a General Partner at Eagle Capital Partners, has been appointed to the Berkshire Hathaway Board of Directors, the company’s first new Director since 2009. Witmer’s appointment expands the board to 13. She is the third woman on Berkshire’s board, which is led by Chairman of the Board and CEO Warren Buffett, who is widely recognized as one of the top investors in history. (Link)
William Alesio Jr. '84 has joined a group of leading experts in the legal services field, and they have established Morae Legal LLC, a legal consulting firm with offices in Houston, Chicago, New York, and Washington, D.C.
David Barr ’85 was recently reappointed to the board of directors of Famous Brands International (parent company of Mrs. Fields Cookies and TCBY Yogurt) after the company was acquired by Z Capital of Chicago. Barr also serves on the board of directors of Del Frisco’s Restaurant Group (operates Del Frisco Double Eagle Steakhouses and Sullivan’s Steakhouses), Don Pablo’s Mexican Restaurants, Charles & Colvard (exclusive distributor of moissanite), and The Jewellery Group (the third largest chain of jewelry stores in Australia). In addition, Barr has served on McIntire’s Advisory Board since 1996 and is on the board of the International Franchise Association.
Richard “Shark” Forsten ’85 has been re-elected to another five-year term on the Appoquinimink School Board in New Castle County, Del. A Partner in the Wilmington, Del., law offices of Saul Ewing LLP, "Shark" practices in commercial real estate and business litigation, and in addition to serving on his local school board, has spent the past year serving as President of the Delaware State Bar Association.
Richard “Shark” Forsten ’85 (Law ’88), a Partner in the Wilmington, Del., law offices of Saul Ewing LLP, where he practices in commercial real estate and business litigation, has become president of the Delaware State Bar Association and president of the Appoquinimink School District School Board, both for 2015-2016. In addition to his new roles with the bar association and school board, the “Shark” (as he was known in college and law school and continues to be known) serves as the chairman of the Everett Theatre, a restored historic movie theater and vaudeville playhouse in Middletown, Del.; on the Board of Directors for Goodwill of Delaware; on the Board of Directors for the Delaware Homebuilders Association; and as General Counsel to the Delaware Republican Party. He also serves on several judicial committees looking to improve Delaware courts.
Douglas G. Kott ’85 has been appointed Senior Vice President and General Counsel of Fresenius Medical Care North America. Through an industry-leading network of more than 2,100 dialysis facilities and 55,000 employees in North America and vascular access centers, laboratory, pharmacy, and affiliated hospitals and nephrology practices, Fresenius Medical Care North America provides renal services to hundreds of thousands of people throughout the United States, Mexico, and Canada. FMCNA is also the continent’s top producer of dialysis equipment, dialyzers, and related disposable products and a major supplier of renal pharmaceuticals.
Cheryl Reever Moore ’85 was named Assistant Vice President, Corporate Communications for the Federal Reserve Bank of Richmond. In her new role, Cheryl leads the Fed’s internal and external communications strategies and media relations. She joined the bank in 2011 as Director of Corporate Communications and previously worked for Genworth Financial, Performance Food Group, and First Market Bank in various communications and marketing leadership roles. While at the Comm School, Cheryl received the William F. O’Dell Distinguished Award in Marketing and served as president of the McIntire Marketing Association. Cheryl and her husband, Scott, reside in Midlothian, Va. Their oldest son, Tucker S. Moore (Engineering ’09), is also a graduate of the University.
Bob O’Hern ’85 is now the COO of Next Day Blinds, a retailer, manufacturer, and installer of custom blinds and shutters in the Northern Virginia; Washington, D.C.; and Baltimore markets. He previously was with Ritz Camera for 19 years, with his last roles being CIO and Senior Vice President, Operations.
Penny Pennington ’85 has been selected as the next Managing Partner, effective Jan. 1, 2019, of financial services firm Edward Jones. She has been with the company since 2000. Pennington and her husband, Mike, live in St. Louis, Mo., and have two adult daughters.
Douglas Schneider (M.S. in Accounting ’85) holds the Edwin B. Jones Family Endowed Professorship in Accounting at the East Carolina University College of Business. An Oct. 5, 2017, tweet by one of his students showing Schneider at the ECU library late in the evening, helping them study, went viral, and he has since been featured in several news outlets, including ABC’s “Good Morning America”; WCTI; WTIB-FM 103.7; ABC Channel 7; Reflector; The Fayetteville Observer; and The East Carolinian.
Gary G. Wallace ’85 was named Keiter’s Tax Practice Leader and will continue to serve on the Richmond, Va.-based public accounting firm’s executive committee.
Gary Wallace ’85 (M.S. in Accounting ’86) has been elected to the executive committee of Keiter, a CPA firm based in Richmond, Va. Gary is a Partner with the firm and his practice areas are primarily tax and M&A.
Gary Wallace ’85 (M.S. in Accounting ’86) has been named Managing Partner, effective Jan. 1, 2019, at Keiter, one of the largest, independent certified public accounting firms in Central Virginia. Mr. Wallace has over 30 years of accounting experience both in the private and public sectors and most recently served as the Tax Department Leader for the firm. In his new role, Mr. Wallace will oversee Keiter’s strategic direction, providing leadership on firm matters. He will also continue serving as a Partner in the firm’s tax practice. Mr. Wallace will be actively involved in the firm’s marketing and business development opportunities and remain engaged in community development and support. Before joining Keiter in 2010, Mr. Wallace was the Chief Financial Officer for The Riverstone Group LLC and CCA Industries Inc. He acquired significant public accounting experience as Tax Partner with the Richmond office of KPMG. In his over 20 years at KPMG, Mr. Wallace was tax adviser to publicly and privately held business clients and individuals, principally in the retailing, distribution, real estate, and financial services sectors.
Peter Belden ’86 has been named General Manager of Packaging Coordinators Inc.’s Rockford, Ill., facilities. The site supports pharmaceutical and biotech packaging services for clinical and commercial medicines, as well as medical device and consumer health care products. Mr. Belden has worked in the packaging industry for more than 25 years, and previously headed PCI operations in Hay-on-Wye, Wales, and served as Senior Vice President of sales and marketing for PCI in Rockford.
Marisa Drew '86 talks about her trailblazing career in finance, her appointment as CEO of Credit Suisse's new Impact Advisory and Finance department, and her unapologetic personal and professional style that keeps her driving forward in an Iris Lillian Q&A titled “One of the Most Powerful Women in Finance Shares Her Secrets to Success.”
Tom Kelly ’86 joined the Class of 2014 of Leadership South Carolina, a statewide leadership program that provides gifted and highly motivated South Carolinians an opportunity to advance their leadership qualities while broadening their understanding of issues facing the state. Col. Kelly is a senior Army Adviser to the South Carolina Army National Guard in Columbia, S.C.
Steven Krug ’86 is Senior Director of Acuitas, an Atlanta-based valuation and litigation consultancy firm regarded as one of the country’s leading experts on fair value. Having recently served as Managing Director of the Valuation Services practice at Grant Thornton, Krug brings more than 25 years of experience in accounting and advisory services to Acuitas. Krug brings a breadth of experience in business valuation, including providing financial advisory services to firms in the software, technology, government, and health care industries, and performing valuations for financial reporting. He is a Chartered Financial Analyst (CFA) and a member of multiple professional groups, including the Atlanta Society of Financial Analysts and the American Society of Appraisers. Most recently, Krug provided services for fair value and financial reporting, tax-related matters, and mergers and acquisitions, as well as testimony and litigation support in divorce cases, shareholder dissents, and bankruptcies. Krug also served as the Vice President of a nationwide investment banking firm.
Brian Macauley ’97, David Rainey ’86, and Ira Rothberg recently cofounded Broad Run Investment Management LLC, in Arlington, Va. Broad Run manages an equity mutual fund and separate accounts using a concentrated and low-turnover investment strategy.
TJ Cawley ’87, after completing his first year of a four-year term as a Town Council Member in Morrisville, N.C., was appointed to the Planning and Environment Legislative Action Committee of the North Carolina League of Municipalities, where he advocates for Parks and Recreation, smart growth, and sustainable environmental practices. Council Member Cawley also serves on the Advisory Council of the Local Government Federal Credit Union, helping his fellow North Carolinians achieve their financial goals.
Thomas J. “T.J.” Cawley ’87 is serving his first term on the Morrisville, N.C., Town Council. Mr. Cawley; his wife, Kathy Sheehan Cawley (A&S ’86); and their three children are all active on local sports teams and volunteer in the community and at local schools.
T.J. Cawley '87 was elected Mayor of Morrisville, N.C., for a four-year term that began December 2017. He served as a Morrisville Town Council member for four years. Mr. Cawley and his wife, Kathy Sheehan Cawley (A&S '86), and their three children enjoy supporting Virginia athletic teams when they compete against the many ACC rivals in the Triangle area.
Michael Crotty ’87 has been appointed EVP, Chief Marketing Officer, Hudson’s Bay and Lord & Taylor. Mr. Crotty brings more than 25 years of multichannel retailing and brand management marketing experience, the last 10 years concentrated in retail, holding progressively senior positions at Bergdorf Goodman, Neiman Marcus and, most recently, Nordstrom. Mr. Crotty is responsible for the overall marketing strategy for Hudson’s Bay and Lord & Taylor.
Joyce L. Franklin ’87, Founder of JLFranklin Wealth Planning, recently published Startup Wealth: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security. The guide for entrepreneurs looking to understand the personal financial and legal challenges of creating, building, and profiting from a company features more than 65 entrepreneurs, executives, venture capitalists, and advisers offering guidance for making smart financial decisions in all phases of a start-up. Joyce has more than two decades of experience in personal financial, tax, and investment planning. She is also a CPA with 25 years of accounting experience.
Timothy Hale ’87, with his wife, Sara, founded Coastal Cloud, a subsidiary of the couple’s management and technology consulting firm, Graphene. Based in Flagler County, Fla., Coastal Cloud is a cloud-based technology company that provides consulting, implementation, user training, and ongoing administration to its clients. Coastal Cloud partners with leading cloud solution providers, including Salesforce.com, TOA Technologies, Jitterbit, BrightDoor, and others. A ribbon-cutting ceremony for the company, attended by Fla. Gov. Rick Scott, was featured in a Daytona Beach News-Journal article Feb. 26, 2013. (Link)
Michelle Mosier ’87 joined Hamilton Beach Brands Holding Company Oct. 29, 2018, and, effective Jan. 1, 2019, will become Vice President, CFO, and Treasurer. Mosier most recently served as CFO for United Sporting Companies. Before that, she was Controller for Reynolds Group Holdings Limited and CFO for Reynolds Consumer Products. At Hamilton Beach, Mosier will have overall responsibility for the company's Finance, Accounting, Internal and External Reporting, Treasury, Tax, Risk Management and Investor Relations functions. She also previously served as Vice President and Controller for Circuit City Stores Inc. and as Corporate Controller for Tredegar Corporation. She began her career with PricewaterhouseCoopers and served as a Partner.
Ronald G. Polly Jr. ’87 has been re-elected Managing Partner of national litigation firm Hawkins Parnell Thackston & Young. He will continue to lead the labor and employment group, which represents Fortune 500 companies, public entities, and senior executives.
Mark B. Shaffer ’87 joined health care consulting firm Sellers Dorsey as a Senior Consultant in January 2013. He was most recently a senior official at Magellan Medicaid Administration.
Robert White '87, Founder and President of Real Capital Analytics, provided "An American Investor's View of Europe" in an Aug. 4, 2015, column for Property Magazine International.
Frank C. Williams III ’87 was named to Greenville Business Magazine’s 2014 “Legal Elite” list in the areas of corporate law and mergers and acquisitions. An Attorney with Smith Moore Leatherwood in Greenville, S.C., he was previously the practice area leader for the firm’s business practice group. Mr. Williams’ practice covers a range of commercial transactions, with a focus on mergers and acquisitions and lending.
Charlotte Baker ’88 (Darden ’94), CEO of Digital Hands, in Tampa, Fla., was recently presented the WIPP (Women Impacting Public Policy) and AT&T Innovator of the Year Award. The award recognizes the WIPP member who has effectively leveraged technology for innovation and success in business. Baker was also named one of the Gulf Coast Business Review’s “50 Most Powerful People on the Gulf Coast” and awarded the “Lifetime Achievement Award” from eWomenNetwork. She is also a frequent guest speaker on topics such as building entrepreneurial companies, advocacy of women in technology, and raising awareness of cyber security threats. Under Baker’s leadership, Digital Hands gained national recognition in 2008 as the winner of the Service & Support Professionals Association Star Award for “Service Excellence—Integrated Services” and for “Best Customer Commitment” in 2009.
Douglas J. Glenn ’88 is President and CEO of Hampton Roads Bankshares, a multibank holding company based in Virginia Beach, Va. Glenn joined the company in 2007 as its General Counsel after practicing law for more than 16 years and held a succession of roles before becoming CEO in February 2012.
Timothy Kitt '88 was named Senior Vice President, head of pricing and execution in Freddie Mac's single-family business. For the last four years, Kitt has led the pricing and analytics team in single-family portfolio management.
Lori Overholt ’88 received the Virginia Business 2015 CFO of the Year Award in the small private company division. She is President and CFO of VSA Resorts, a three-property hospitality and vacation ownership company in Virginia Beach, Va.
Sonja Hoel Perkins ’88, Managing Director of The Perkins Fund, is featured in a May 1, 2019, Wired article titled “The Woman Who Saved John McAfee from an Epically Bad Deal.”
Dick Stanton ’88 completed eight years of service on the board of directors of the Wissahickon School District in suburban Philadelphia. Mr. Stanton lives in Lower Gwynedd, Pa., with his wife, Bev, and their sons, Danny, 11, and Michael, 9.
Troy Benesch ’89 is Principal and Creative Director of V! Studios, which has developed the NASA Image and Video Library website. The website allows users to search and download more than 140,000 NASA images, videos, and audio files from across the agency’s missions in aeronautics, astrophysics, Earth science, human spaceflight, and more.
Peter Carr ’89 (M.S. in MIS ’00) became a Principal at CapTech Consulting, where he has led CapTech’s Data Management & Business Intelligence Practice since 2005.
Scott R. Ehrlich ’89 is a Partner in the Corporate Group of corporate and real estate transactional law firm Sklar Kirsh. Scott’s practice focuses on corporate M&A and finance transactions, with an emphasis on the media and entertainment industry. Scott has more than 20 years’ experience representing diverse public and private clients in corporate transactions including mergers and acquisitions, joint ventures, strategic alliances, IPOs, equity and 144A debt offerings, PIPE transactions, and general corporate and business matters. He has also represented start-up entities and investors in seed capital and venture capital financing rounds. Scott joined Sklar Kirsh after almost nine years as the General Counsel of Deluxe Entertainment Services Group. Prior to joining Deluxe, Scott was a Counsel in the corporate finance department of Skadden Arps in New York. Scott started his legal career as a Corporate Associate with Tucker Flyer (since merged with Venable) in Washington, D.C., for five years.
Michael Goodove ’89, a Personal Injury Attorney and Partner in the Norfolk, Va., law firm of Swartz, Taliaferro, Swartz & Goodove, has been appointed to Southern Bank’s Hampton Roads Regional Advisory Board. Goodove was selected as he is a leader in the business and overall community as well as a lifelong resident of Hampton Roads. Southern Bank was founded in 1901 and is a wholly owned subsidiary of Southern BancShares (N.C.) Inc. With its corporate headquarters located in Mount Olive, N.C., the bank has total assets of approximately $2 billion and over 60 locations serving North Carolina and Virginia.
Michael L. Goodove ’89, a Partner in the Norfolk law firm of Swartz, Taliaferro, Swartz & Goodove P.C., wasrecognized as a “Virginia Super Lawyer” in 2014 in the area of personal injury law byVirginia Super Lawyers magazine. The top 5 percent of all Virginia attorneys are selected by their peers for this honor. Mr. Goodove specializes in personal injury law.
David G. Zura ’89 has been named President and COO of Allsup, a company that provides services and technologies that help meet the financial and health care needs of people with disabilities. Mr. Zura previously owned Centria Design Services. He has also held positions as President, COO, and Vice President with financial services companies.