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Finance Department Advisory Board

Mission Statement:

The purpose of the Advisory Board is to increase the reputation and standing of the College of Charleston's Business and Finance program by advising and actively developing work-ready graduates. For more information, click here.

 

Gregory Baker HeadshotGregory Baker

Retired Partner, PwC Banking & Capital Markets Practice

E: gregorybaker7591@gmail.com

Gregory Baker is a CPA and recently retired assurance partner from PwC’s Banking & Capital Markets practice in New York City. He served numerous clients across a variety of financial service sectors, including online broker-dealers, exchanges and clearing houses, investment banks, hedge funds and private equity funds, and employee benefit plans.

Gregory has deep experience advising clients on valuation, internal controls, new accounting standards, organizational transformation, regulation, data security and data mining, and compliance. In addition, Gregory had engagements for litigation support, fraud examinations, IPO readiness, Erisa compliance, and SEC brokerage and investment management compliance examination readiness.

Gregory began his career at PwC in 1980 in New York City after graduation from Georgetown University, worked in Tokyo from 1986 to 1988, and became a partner in 1993. In addition to client service, Gregory was a frequent instructor of PwC technical training courses, guest lecturer for ten years at Wharton on developments in the derivatives markets, and PwC campus recruiter for fifteen years at University of Virginia.

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Kerem Bolukbasi

Operations Executive, TPG Capital

E: Kbolukbasi@tpg.com 

Kerem Bolukbasi is an Operations Executive for TPG Capital, where he provides interim executive leadership to the management teams and board of directors. Responsibilities include acting as the interim CFO or COO, building and executing mutli year value creation strategy, restructuring and turn-around initiatives, building finance organizations/processes, coaching CFOs on improving organizational and financial discipline and accountability, and driving due diligence projects. He joined TPG in 2014 from GE Energy, where he was the CFO of the $2B Gas Engines business based out of Munich, Germany.

Kerem is a graduate of the GE's Financial Management Program and the Corporate Audit Staff. He obtained his MBA from the University of North Carolina and bachelor's degree from the College of Charleston, S.C. in International Business. He currently serves as a Reserve Officer in the SC State Guard, as part of a Search & Rescue Unit, and as a member of the Advisory Board for the College of Charleston Finance Department.

dhDavid Haythe

Senior Advisor, Morgan Stanley

E: David.Haythe@googlemail.com 

David Haythe is a senior advisor at Morgan Stanley. He was head of Morgan Stanley’s Private Wealth Management EMEA.

Haythe joined Morgan Stanley in 1975 as part of the Institutional Equity Division and transferred to the firm’s London office upon its inception in 1986. He has had a long and diversified career in International Finance.

Haythe holds a master’s degree in economics from the London School of Economics and Political Science.

mnMario Nardone, CFA

President and Founder, East Bay Financial Services, LLC 

E: mario@eastbayfs.com 

As President of East Bay Financial, Mr. Nardone provides investment management and consulting to financial planning firms, nonprofits, and individuals around the world.

Nardone's career in finance began with ten years at The Vanguard Group as a member of the company's fiduciary services and ETF product management units, consulting institutions and financial advisors on investment policy, portfolio construction, Exchange-Traded Funds (ETFs) and trading strategies.

A Chartered Financial Analyst (CFA) charterholder since 2003, Nardone is the former president of CFA Society South Carolina and is a member of the Financial Planning Association. Nardone's approach to investing has been featured in Investment News, NAPFA Advisor Magazine, Charleston Regional Business Journal, among other outlets.

B. PetersBernard Peters

Chair, Finance Department Advisory Board

CFO at Sloan Valve Company

E: bernard.peters@sloan.com

Since November 2014, Bernard Peters has been the CFO of Sloan, a Chicago based fourth-generation family owned business and a leading manufacturer of commercial plumbing systems. He is responsible for all financial functions of the company including finance, accounting, treasury, capital investment, budgeting, and tax.

Prior to joining Sloan, Mr. Peters was the EVP and CFO for EveryWare Global Inc., a global marketer of tabletop products for the consumer and foodservice markets, which he took public. Previously, Mr. Peters was the CFO at Heartland Automotive Services Inc., a Blackstone Group portfolio company and the largest Jiffy Lube International franchisee. In this role, he was part of the management team that successfully turned the business around and managed the sale of the company.

Mr. Peters started his career wih Ernst&Young and worked at the Coca-Cola Company, NCR Corporation, Marriott International and The Pampered Chef where he held financial and management roles.

Mr. Peters is a native of Belgium and speaks 5 languages. He earned a Bachelors of Science in Business Administration from the College of Charleston in South Carolina, a Masters of International Business Studies from the University of South Carolina and is a certified public accountant.

psPaul Shorter

Vice President and Client Advisor, SunTrust Private Wealth Management

E: paul.a.shorter@suntrust.com   

Paul Shorter is the vice president of SunTrust Private Wealth Management. With more than 14 years of comprehensive wealth management experience, Shorter works with clients to provide comprehensive and highly customized financial advice and solutions, including investment management, retirement planning, depository, lending and trust/estate planning strategies.

A native of Chesterfield, Virginia, Shorter is a graduate of the College of Charleston School of Business, where he received a degree in business administration with a double minor in finance and economics.

He is an active member and supporter of the College of Charleston Alumni Association as well as the College of Charleston Cougar Club. 

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Dean T. Smith

Founder and Senior Advisor, Stonehenge Financia

E: dtsmith@stonehengefp.com   

Dean Smith has been active in the structured finance markets for more than 25 years and is known throughout the industry as one of the pioneers of the non-prime and alternative mortgage.

He began his financial career at FSA, a monoline insurance company, where he designed credit enhancement technology for private label Mortgage-Backed Securities (MBS). He then went to work at a series of Wall Street investment banks, running securitization programs and trading new issue and secondary MBS.

In 1996, Smith launched Stonehenge Financial Partners, a financial advisory firm that manages residential and commercial MBS portfolios for institutional clients. Stonehenge currently advises a large private equity fund on all of its mortgage-related investments and oversees several of their portfolio companies.

Smith received a bachelor’s degree in economics from University of California, San Diego as well as an MA and MPhil in economics from Columbia University. 

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