The Wells Fargo Advisors Center for Finance

and Accounting Research

Advisory Board Members

Stephanie Adams

EVP- Head of Trust Services, TIAA-CREF Trust Company Stephanie has twenty-five years of experience in the

financial services industry, specifically focused in the

areas of wealth management and trust administration.

Prior to joining TIAA, FSB (“TIAA Trust”), Stephanie

served as Senior Vice President and Director of the

California Trust Center for Wells Fargo Bank, N.A. In

this capacity, she had full responsibility for the

leadership of the Center which handled the

administrative and risk management activities for over

23,000 trust and investment management accounts.

Her team of fiduciary professionals was responsible for

all personal investment and fiduciary accounts in the state of California. In addition, she led

the national philanthropic services administrative team for the organization.

Prior to serving as Trust Center Director, she was the Regional Fiduciary Manager for two

national products that Wells Fargo Wealth Management offered to Wells Fargo Advisors’

team of over 14,000 financial advisors.

Before joining Wells Fargo, Stephanie served as Managing Director for the Wealth

Management Division of Unified Trust Company, N.A. Previously, she was Senior Vice

President and Wealth Management Group Director for the states of Kentucky and

Tennessee for Branch Banking & Trust (BB&T) which is headquartered in North Carolina.

In addition to her career accomplishments, Stephanie has been active in the community. She

currently serves as a Board Member for both the Mathews-Dickey Boys’ & Girls’ Club and

Provident, Inc. She is an Advisory Board Member for the Wells Fargo Advisors Center for

Finance and Accounting Research at Washington University in St. Louis. Additionally, she

serves on the Investment Committee for Forest Park Forever.

Stephanie earned her Bachelor of Business Administration (magna cum laude) and her

Masters of Business Administration from Morehead State University. She also holds the

designations of: Certified Trust and Financial Advisor (CTFA), Certified IRA Services

Professional (CISP) and Chartered Mutual Fund Counselor (CMFC). She has passed Level 1 of

the Chartered Financial Analyst (CFA) examination.

Vivek Bedi

Vice President & CFO, Nestle Purina Latin America & Caribbean

Vivek has an MBA in Finance & Accounting from Texas A&M

University and a B.S. in Mechanical Engineering from Manipal

University India.

He has been with Nestlé for 21 years in various Finance

roles. From 1997 to 2000, he led restructuring projects in North

America. He joined Nestlé Purina in 2001 and has steadily

increased his responsibilities. His roles have included Product

Supply Controller; Director of Financial Analysis for Cat & Snacks

Portfolio, Head of Finance for the Strategic Business Unit.

In 2013 Vivek was promoted to his current position, where he has been instrumental in

driving portfolio optimization and business model restructuring, resulting in double-digit

top-line growth and profit improvement. He also played a key role in developing a high-

performance team and directed important transformational initiatives.

Vivek and his wife love to spend time with their two daughters and enjoy cooking and

traveling.

Paul Bland

Global Head Business Operations, Thomson Reuters

Paul Bland has overall leadership responsibility for the order

to cash business processes and their operation for all

Thomson Reuters divisions. This includes all order

management, order fulfillment, billing, credit management,

collections and cash applications.

Bland is accountable for ensuring externally audited

compliance standards, business performance and customer

satisfaction goals are met. Bland also lead a number of

supporting functions such as management reporting, learning & development, process

design and business critical data.

James Bullard

President and CEO, Federal Reserve Bank of St. Louis

James Bullard, as president and chief executive officer of the

Federal Reserve Bank of St. Louis, participates in the Federal

Open Market Committee (FOMC) and directs the activities of the

Bank’s head office in St. Louis and of its branches in Little Rock,

Ark., Louisville, Ky., and Memphis, Tenn. An economist, Dr.

Bullard joined the Bank in 1990.

His research has appeared in numerous professional journals,

including the American Economic Review, the Journal of

Monetary Economics, Macroeconomic Dynamics and the Journal

of Money, Credit and Banking. A peer reviewer for many

periodicals, he currently serves as co-editor of the Journal of Economic Dynamics and

Control.

Since becoming president in 2008, Bullard has called for the FOMC to adopt state-

contingent policy and to give greater consideration to headline inflation than core inflation

when deciding monetary policy

Spencer Burke

Principal, The St. Louis Trust Company

Spencer B. Burke is responsible for marketing and

the evaluation of private investment opportunities

at The St Louis Trust Company. Prior to joining the

firm, Spencer served in senior management

positions and was responsible for the investment

banking operations at both A.G. Edwards and

Edward Jones, LLP. He was also a partner in the

corporate and securities law department of Bryan Cave LLP. Spencer began his career in

corporate law and finance with Sullivan & Cromwell in New York City. He earned both his

Bachelor of Arts degree in Economics and his JD from the University of Pennsylvania.

Spencer is very active in numerous non-profit organizations in St. Louis, including Opera

Theatre of St. Louis, the Mercantile Library, the Radio Arts Foundation and the Nine

Network. He is an Adjunct Lecturer of Family Business at the Olin School of Business at

Washington University and serves on the Board of the Mallinckrodt Foundation (a provider

of research grants for medical research). Spencer's other outside interests include opera,

sports (golf and tennis) and bridge.

Scott Cochran

Executive Vice President, Reinsurance Group of America

Scott Cochran is an Executive Vice President of Reinsurance

Group of America, Incorporated, and a member of RGA’s

Executive Council. He is responsible for the oversight of RGA’s

Global Acquisitions team, which provides support for risk, capital

and strategic needs to clients across all of RGA’s markets.

Scott first joined RGA in early 2005, and until January 2011, was

responsible globally for enterprise risk management and various

actuarial areas at RGA. Until January 2011, he was also RGA’s

Chief Risk Officer, and until April 2013, was also responsible for

oversight of RGA’s Global Financial Solutions team.

He has more than 19 years of experience with a range of insurance and reinsurance markets

and product lines. Prior to joining RGA, Scott served numerous product development and

management roles for CNA/Swiss Re and other organizations.

Katherine Fogertey

Vice President, Goldman Sachs Katherine Fogertey, Vice President, is a Derivatives

Research Strategist whose key focus is on option markets

and ETFs. She works closely with the fundamental analysts

in the Global Investment Research department to develop

catalyst-based option trade recommendations across

stocks and ETFs. Many of these recommendations can be

found in the Weekly Options Watch, for which Katherine

has been the lead author since 2010.

In addition, she analyzes various aspects of the ETF and

ETF options markets, including sentiment, impact, flow and market structure. Katherine

began her career at Goldman Sachs in April 2005 as a research analyst covering Technology

stocks.

During her time at the firm, she held a position in the Securities division on the derivatives

trading desk. She began her career in 2003 as a buy-side equity research assistant at a St.

Louis based boutique investment firm that managed $5bn in assets. There, she focused on

small and mid-cap investment opportunities, and helped the firm start a mid-cap portfolio.

Katherine is a co-head of the America's Global Investment Research Women's Network and

head of the Washington University in St. Louis recruiting team at Goldman Sachs. She sits

on an advisory board for Washington University in St. Louis Olin School of Business. She

graduated in December 2004 with a BSBA in Finance, Accounting, and International Business

from Washington University in Saint Louis.

Rock Foster

Chief Financial Officer, Nestle Purina Petcare

Rock Foster is Chief Financial Officer for Nestlé Purina PetCare

Company, headquartered in St. Louis, Missouri. Rock began his

professional career with KPMG in 1980 as an Auditor and

Certified Public Accountant. He joined Baxter Healthcare in 1986

as an Internal Audit Manager where he became part of the Clintec

joint venture. At Clintec, he held various positions of increasing

responsibilities, including Vice President of Finance and

Operations. In 1997, he joined the Nestlé Nutrition Division in

Glendale, California, as the Division Controller.

In 1998, Rock moved to Chicago, Illinois as Vice President, General Manager, of Nestlé

Clinical Nutrition. In May, 2001, Rock accepted an assignment in Vevey, Switzerland as

Assistant Vice President of Finance of Control for Nestlé’s Zone Americas. In that position,

he was responsible for coordinating all financial activities for North America and PetCare

Latin America for the Zone. In August, 2003, he returned to the USA as Vice President,

Corporate Controller, Nestlé USA, followed by a promotion to Chief Financial Officer in

November, 2005. Rock was named to his current position in July, 2006 with responsibilities

including Finance, Strategy, Customer Service and Information Technology.

Marcela Manjarrez Hawn

Senior Vice President & CCO, Centene Corporation

Marcela Manjarrez Hawn currently serves as the Senior

Vice President, Chief Communications Officer for Centene

Corporation. In this capacity, Marcela oversees all

strategic communications for the company, including the

planning and development of programs that effectively

describe and promote Centene, its services and products.

Marcela oversees all media and public relations for

Centene, its health plans and subsidiaries, including

serving as main media spokesperson. She also manages

the Centene Charitable Foundation, which makes

substantial contributions to initiatives that improve the

quality of life and health in our communities.

Marcela has more than 20 years of experience in economic research, analysis and strategic

communications. Prior to joining Centene, Marcela was Vice President, Public Affairs for the

Federal Reserve Bank of St. Louis, where she led the external communications, industry

relations and public outreach functions.

Marcela earned her bachelor’s degree in Economics from the University of Missouri-St. Louis

and her master’s degree in Economics from Washington University in St. Louis. She serves

on the boards of the Boy Scouts of America Greater St. Louis Area Council, Arts and

Education Council, Women’s Foundation of Greater St. Louis, and College Bound.

Robert S. Holmes

President and CEO, Commerce Bank Robert S. Holmes is Executive Vice President of Commerce

Bancshares, Inc., President and CEO of Commerce Bank, St. Louis

region, and serves on the Executive Management Committee of

Commerce Bancshares, Inc.

Holmes oversees the bank's commercial banking activities in the St.

Louis region, commercial offices in Cincinnati, Nashville, Indianapolis,

Grand Rapids, community markets in Missouri and Illinois,

community relations and foundation advisory services for the St.

Louis market, tax credits, dealer services and leasing.

He holds a Master of Business Administration from St. Louis University and a Bachelor of

Science degree in Business Administration from University of Missouri in Columbia. Holmes

is a member of the St. Louis Regional Chamber board of directors.

Holmes is a member of University of Missouri's College of Business - Finance Advisory

Board, director and immediate past president of Sherwood Forest Camp, a United Way

supported agency. Holmes serves on the board of directors for United Way of Greater St.

Louis and is a member of the executive committee. He also serves on the board of

commissioners of Tower Grove Park. He is a board member of St. Louis YPO-Gold.

Vikram Jaipuria

Caliper Mortgage Company

Vikram originally joined Citibank in 1986 under the MA Program

and worked for Citibank for 14 years until 2000.

During his years with Citi, he worked in India, Asia, Europe and

America, where he led the Expatriate Indian Business as Area

Director for Americas, Europe and Africa. Thereafter, he was

moved back to India as Country Marketing Director, in charge of

Credit Cards, Investments and all the product P&L.

In 2000, Vikram moved to Mphasis and led the IT Outsourcing

Company to profit with $600 million in market cap in 2004, with over 2500 professionals.

Vikram then moved to Morgan Stanley in its proprietary analytical unit, ModelWare, which

was designed to transform the Sell Side Research. At Morgan Stanley, he led a group to

systematically scale research coverage.

Vikram has held various senior level responsibilities in global businesses, especially in

consumer banking. He has a proven track record focused on delivering operating results.

Wes Jones

Managing Partner, Sage Capital

Wes Jones worked for over twenty years in the investment

banking industry on Wall Street prior to co-founding Sage Capital.

Starting as an associate in the merger group of Goldman Sachs, he

advanced to senior positions in mergers, corporate finance and

product development as a managing director of The First Boston

Corporation (now Credit Suisse), The Blackstone Group and Bear

Stearns. After returning to Saint Louis, he served as an adjunct

professor of finance for five years at the Olin School of Business at

Washington University.

Wes is a graduate of University of Pennsylvania Law School and

Amherst College. He currently serves on the boards of Store Supply Warehouse LLC,

Randall Manufacturing LLC, The Saint Louis Brewery LLC, Janet McAfee Inc., the City of

Ladue Non-Uniformed Employees’ Pension Plan and the Donald Danforth Plant Science

Leadership Council. Previously he served as vice-chairman of Mary Institute and Country

Day School, endowment trustee of the Church of St. Michael and St. George and as an

officer and director of The Everybody Wins Foundation, a literacy program for at-risk

children.

Wes is married to Nancy Ylvisaker and has two children.

Atul Kamra

Managing Partner, SixThirty

Atul Kamra is Managing Partner of SixThirty, the region’s

leading FinTech accelerator and venture fund. SixThirty

attracts the most promising FinTech ideas and companies

from across the globe, and works with like-minded

corporate partners to mentor & grow them to great

businesses. It is a partnership between the St. Louis

Regional Chamber and Cultivation Capital.

Prior to his role at SixThirty, Atul served as Senior

Managing Director and head of Advice for Wells Fargo

Advisors. In previous roles, Atul was President of First

Clearing, Wells Fargo’s clearing business. He joined Wells

Fargo from Booz & Co, where he was a Partner and Practice Leader of Booz’s Capital

Markets & Wholesale Banking business. In earlier roles with American Express Bank in India,

he was a relationship manager with the Corporate Banking Group and managed the western

region’s Capital Markets Group.

Atul and his wife, Anjali, live in St. Louis, with their two children, Armaan and Veda.

Shawn Kormanek

Chief Operating Officer & Managing Director, CitiMortgage

Shawn Kormanek serves as Chief Operating Officer for the US

Mortgage business. Shawn works with the business leadership

team in supporting our clients and optimizing our servicing

processes. Shawn also leads the effort to help customers with

payment and loss mitigation assistance to help keep them in

their home or sell their home prior to foreclosure. Shawn’s

team also oversees the Foreclosure, Bankruptcy, REO and

Claims process.

Shawn also serves as Citi O'Fallon Site President for more than

3,500 employees and contractors who work in multiple businesses and functions, including

CitiMortgage, Technology, Citi Retail Bank Operations and various middle office/support

functions at both Progress Point and the Citi Records Center.

Shawn joined Citi in 2006 as the UK Head of Consumer Operation, based in London,

England. He then to relocated to St. Louis, MO in 2010 to lead the Global Digital Channel

operation.

Prior to joining Citi, Shawn spent 10 years at GE where he held many Operational leadership

roles, including the European Senior VP and Head of Collections and Customer Service.

Shawn holds a B.A. from the State University of New York, and has over 24 years’ experience

in the Banking Industry.

Jimmie Lenz

Principal, Financial Risk Group

Dr. Jimmie Lenz is an experienced executive, lecturer, and scholar

in the field of banking and capital markets. Starting his career as

an equity trader more than 25 years ago, Jimmie found he

reveled in fast-moving atmospheres that required both strategic

thought and the ability to take immediate action. His successes

propelled him into a number of senior management roles within

the finance community.

Global financial services firms and exchanges have engaged

Jimmie to address issues related to strategic and tactical planning, risk mitigation, and

business efficiencies. This in-depth understanding of the capital markets industry has

allowed him to provide crucial perspectives in foreign and domestic regulatory matters,

including the presentation of findings.

Before joining FRG, Jimmie led predictive analytics with Wells Fargo Wealth and Investment

Management. He has doctoral and master’s degrees from Washington University in St.

Louis, Missouri.

Edward L. Monser

President, Emerson

Edward L. Monser has served as president of Emerson

since 2010. In this role, he drives the company’s

international growth opportunities and global shared

service organizations. He has more than 30 years of

experience in senior operational positions at Emerson

and has played key roles in globalizing the company.

Monser is a member of the company’s Office of the

Chief Executive and served as Emerson’s chief operating

officer from 2001-2015.

Monser began his career as a senior engineer at Rosemount in 1981. After serving in several

engineering management positions, he was named Rosemount’s director of technology in 1987. Two

years later, he became director of new products and technology. Monser went on to hold vice

president positions overseeing several critical operations at Rosemount before becoming its

executive vice president and general manager, and then president.

From 1996 until becoming COO in 2001, Monser was president of Emerson’s Rosemount business

unit. Under his leadership, Rosemount developed a range of innovative “smart” measurement and

analytical devices for the process industry, expanded its service and solutions capabilities, and

implemented significant operational efficiencies.

Active in promoting international understanding and trade, Monser is a member and a current vice

chairman of the U.S.-India Strategic Partnership Forum, and he serves on the advisory Economic

Development Board for China’s Guangdong Province and the board of advisors for South Ural State

University in Chelyabinsk, Russia. He is a past board member and past vice chairman of the U.S.-

China Business Council.

In the St. Louis community, Monser has served on the boards of directors or trustees for several

educational, civic and charitable organizations, including Ranken Technical College and the Midwest

Cargo Hub Commission (vice chairman).

Additionally, Monser serves on the board of directors for Air Products and Chemicals, Inc., a

company that provides gases and related services for the energy, electronics and manufacturing

sectors. Monser received a bachelor’s degree in electrical engineering from Illinois Institute of

Technology in 1980. He also has a bachelor's degree in education from Eastern Michigan University

and is an alumnus of the executive education program at the Stanford University Graduate School of

Business.

Robert O'Loughlin

Chairman and CEO, Lodging Hospitality Management (LHM)

Robert O’Loughlin is the Chairman and CEO of Lodging

Hospitality Management (LHM) which he founded in

1986. In the more than 29 years LHM has been in

business O’Loughlin has developed several hotels and

managed over 50 hotels around the Country. His most

recent acquisition is the historic St Louis Union Station

and the Doubletree St Louis Union Station Hotel.

Also new to the LHM family of hotels is the recently

opened Cheshire Restaurant, Basso Italian Gastro Pub,

The Market at the Cheshire, The Back Room, and The

Upstairs at the Cheshire. Some of the LHM properties

include the Sheratons at West Port, Hilton at the Airport,

Marriott at the Airport, Hilton at the Ballpark, 360

Rooftop Bar, The Seven Gables Inn, Doubletree West

Port, and the entire West Port Plaza Complex located in St. Louis County.

He is a member of several community and business organizations including the Regional

Business Council, and sits on the Boards for the Logos School, St Louis University, St Louis

Zoo, St Louis Sports Commission, St Louis Police Foundation, Enterprise Bank and Trust, the

Jefferson National Park Association, St Louis Regional Chamber, and past Governor of the

Missouri Athletic Club.

Joe Reagan

President & CEO, St. Louis Regional Chamber and Growth Association

Joe Reagan was named President and Chief Executive

Officer of the St. Louis Regional Chamber in December

2011. The Regional Chamber is the chamber of

commerce and leading private sector economic

development organization serving the 15-county, bi-state

region. The Chamber is a broad community of leaders

united for economic prosperity throughout the entire St.

Louis metro area. The Chamber’s One Purpose is to

inspire a greater St. Louis.

Joe is an entrepreneur and an experienced business and

community leader. He has helped shape and implement

large-scale economic development investments, solve

complex business and community problems and create a better culture for

entrepreneurship. He is a passionate advocate for greater educational attainment, inclusion

and talent attraction, innovation and entrepreneurship.

Before his recruitment to St. Louis to head the Regional Chamber, Joe served as President

and CEO of Greater Louisville Inc.-Metro Chamber of Commerce.

Kevin Roberts

Chief Financial Officer, BJC Healthcare

As BJC HealthCare’s chief financial officer, Kevin Roberts’ role

is to ensure the organization’s current and long-term

financial success. He has responsibility for finance, treasury,

investments, revenue cycle and managed care contracting.

In 2008, Roberts came to BJC from University Hospitals

Health System in Cleveland where he served as senior vice

president and chief financial officer. In this role, Roberts had

responsibility for finance, information technology, insurance

and corporate risk management, managed care and treasury.

Prior to joining the leadership team of University Hospitals in

2001, Roberts served for nine years as treasurer of The

Cleveland Clinic Foundation, an 11-hospital, integrated

health system. A certified public accountant, Roberts began

his career with the public accounting firm of Peat, Marwick, Mitchell & Co.

Roberts earned his master’s degree in business administration from Bradley University and

his bachelor’s degree from Eastern Illinois University. He currently serves as a member of the

Investment Committee for Carle Foundation Hospital in Champaign/Urbana, Illinois.

Roberts is a native of central Illinois. He and his late wife, Ellen, have three adult children.

Rich Ryffel

Market Manager, JP Morgan

Richard Ryffel is the J.P. Morgan Private Bank Market Manager

for Missouri. Richard and his team provide high-net-worth

individuals, foundations and endowments with advice tailored

to their individual needs in order to grow and preserve wealth

over multiple generations.

He first joined the firm in 2012 as a St. Louis-based Banker and

Midwest Region endowments and foundations specialist. In

2015, he accepted a full-time faculty appointment in the Olin

Business School at Washington University in St. Louis where, in addition to teaching, he was

responsible for creating and launching its Wealth and Asset Management master’s degree

and related programs. His financial services career spans almost 30 years as an investment

banker, private banker and regional manager at A.G. Edwards, Bank of America and Edward

Jones.

Active in the St. Louis community, he is a member of the St. Louis Regional Chamber’s

Financial Forum, a board member and immediate past president of the Normandy Schools

Collaborative and an adjunct member of the faculty at Washington University in St. Louis.

He is a 2017 graduate of Leadership St. Louis and has been active with Beyond Housing, the

United Way of Greater St. Louis and the St. Louis Art Museum.

Voin Todorovic

Chief Financial Officer, Build-A-Bear Workshop, Inc.

Voin Todorovic, 40, joined Build-A-Bear Workshop in

September 2014 as Chief Financial Officer. Prior to joining the

Company, Mr. Todorovic was employed at Wolverine World

Wide, Inc., a leading global footwear and apparel company,

where since September 2013 he served as the head of

finance and operations for its Lifestyle Group which includes

a portfolio of iconic brands such as Sperry Top-Sider®, Hush

Puppies®, Keds®, and Stride Rite®.

From 2011 to 2013 he was Vice President– Finance and

Administration of the Stride Rite Children’s Group business,

operating in wholesale, direct to consumer and international franchising, and from 2010 to

2011 he was Vice President of the Performance + Lifestyle Group.

Prior to his tenure at Wolverine World Wide he held positions of increasing responsibility at

Collective Brands, Inc. and Payless ShoeSource.

Chris Varvares

President & Co-Head US Economics, Macroeconomic Advisers

Chris Varvares is Vice President and Co-Head of US Economics

at IHS Markit. He co-leads Macroeconomic Advisers by IHS

Markit, a company he co-founded in 1982. Mr. Varvares has

over 35 years of experience in macroeconomic forecasting

and policy analysis, both as a principal of Macroeconomic

Advisers (1982 to present) and as a member of the staff of the

President's Council of Economic Advisers (1981-1982). While

at the Council, he served as a member of the U.S. delegation

to the OECD in April 1982.

Mr. Varvares is a recent past president and a former director

of the National Association for Business Economics (NABE). He

served as President of the St. Louis chapter of NABE, and is a

member of the American Economic Association. He serves as

a member of the New York State Economic and Revenue Advisory Board, has participated in

the meetings of the Outside Consultants to the CBO, has been a panelist for the World

Economic Forum, and sits on advisory boards for the Olin Business School at Washington

University and the Walker School of Business and Technology at Webster University.

He and the other principals of Macroeconomic Advisers serve as consultants to key agencies

of the U.S. and foreign governments, major trade associations, and private corporations, and

are widely quoted in the business and financial media. The firm is widely recognized as among

the most accurate forecasters of the U.S. economy.

Mr. Varvares holds a B.A. in Economics from The George Washington University and received

his graduate training (ABD) in Economics from Washington University in St. Louis, where he

was also a member of the adjunct faculty in both the economics department and the Olin

School of Business.

Kim Walker

Distinguished Executive in Residence, Olin Business School

Kim has been affiliated with Washington University in St. Louis for the past eleven years. Most recently, she served as a Distinguished Executive in Residence at the Olin Business School. Previously, Kim served as the inaugural Chief Investment Officer of Washington University Investment Management Company, a position she held for ten years through December 2016. In that role, she oversaw the Washington University endowment and other assets which totaled over $7 billion. Prior to joining Washington University, Kim served as President of Qwest Asset Management Company (now Century Link) starting in 1998. In that capacity, she managed Qwest’s pension and other employee benefit assets, which totaled approximately $14 billion. Earlier, Kim spent 13 years in various finance positions at General Motors, including eight years with its investment management staff.

Kim has served as a director of Commerce Bancshares, Inc. for over ten years. In the not-for-profit world, she currently serves on the board of United Way of Greater St. Louis and chairs the St. Louis Symphony Endowment Trust. She also recently concluded service on the board of the Managed Futures Association and a two-year term as President of the St. Louis Forum. Prior volunteer roles include serving as: Chair of the Committee on Investment of Employee Benefit Assets (CIEBA) and board member of its parent organization, the Association of Financial Professionals; member of the New York Stock Exchange Pension Managers’ Advisory Committee; board member of The Repertory Theatre of St. Louis; a member of the University of Colorado Investment Advisory Committee; and Chair of the Miami University Foundation Board. Kim holds a B.A. in Economics and Public Administration from Miami University in Oxford, Ohio, an M.A. in Economics from Washington University in St. Louis, Missouri, and an M.B.A. from The University of Michigan in Ann Arbor, Michigan. Kim also holds the Chartered Financial Analyst designation.