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Advisory Board

KerriganStephen Kerrigan

Stephen Kerrigan, private investor and consultant, is the former CEO and Chairman of the Board of Coinmach Service Corporation. Kerrigan also served as Vice President and CFO of Coinmach’s predecessor, Coinmach Industries Co., L.P., from 1987 to 1994. Coinmach Service Corporation, through its operating subsidiaries, is a leading supplier of outsourced laundry equipment services for multi-family housing properties in North America.

Kerrigan's previous roles include CFO of Arrow Electronics, financial positions including strategic planning and merger & acquisitions at Penn Central Corporation, and executive at Price Waterhouse & Company.

Kerrigan, who received his B.A. in liberal arts and his M.S.A. in accounting from Georgetown University, currently serves on the College of Charleston Foundation Board, and is a past member of Vanguard Car Rental Corporation, Anchor Glass Container Corporation, and Resident Data Industries.

Kerrigan is the proud parent to two graduated School of Business students, and currently serves on the School’s Board of Governors, as well as the College’s Foundation’s Board.



HillJoanne Hill

Dr. Joanne Hill joined ProShares Advisors in 2009 where she currently serves as Head of Institutional Investment Strategy.  Her responsibilities include portfolio strategy, as well as product research, education and development.  Prior to joining ProShares, she spent 17 years at Goldman Sachs, where she was a Managing Director, leading global equity index and derivatives research, focusing on institutional strategies and implementation tools. She also served as a relationship manager in Goldman’s Pensions, Endowments, and Foundations Group.

A recognized leader in the financial industry, Dr. Hill was recently named one of the ten inagural recipients of the Top Women in Asset Management Awards by Money Management Executive, and she is the Co-President of Women in ETFs.  She is also a recipient of the William F. Sharpe Indexing Lifetime Achievement Award and has published extensively on quantitative investment topics, index products, and derivatives.  She serves on the board and heads the research committee for the "Q" Group.  She is on the editoriral board of the Journal of Alternative Investing, Journal of Indexes, Journal of Derivatives, and Journal of Index Investing and has served as an editor for the Financial Analysts Journal and Journal of Portfolio Management. She is also on the Investment Board of the Montgomery County Schools Pension System.

Prior to coming to Wall Street, Dr. Hill was an Associate Professor of Finance at University of Massachusetts (Amherst) and worked as an analyst at the Federal Reserve Board.  She received a PhD in Finance and an MBA from Syracuse University, a master’s degree in international affairs from George Washington University, and an undergraduate degree in international service from American University.

McLainJustin McLain

As Duart Mull’s CEO and Managing Member, Justin R. McLain is responsible for directing the investment activities of the funds held in its trust. McLain’s duties include: evaluating new investment opportunities, overseeing the activities of the outside fund managers, directly managing the firm’s private equity placements, enhancing the enterprise value of Duart Mull’s portfolio companies through active strategic involvement, and fostering investor and community relationships. 
In addition to his position at Duart Mull, McLain is Executive Chairman of Endeavor and serves on the boards of directors for several private founder owned and private equity owned companies throughout the U.S. McLain also serves on the AngelPool Southern Region Judging Committee.
 McLain has been honored as an Ernst & Young Entrepreneur of the Year Finalist for the SE region and named as one of Atlanta’s Top 25 Entrepreneurs by Business to Business Magazine.
 McLain is a member of The College of Charleston’s Foundation Board, serving on its Audit, Finance, and Investment Committees. McLain also serves on the Board of Governors of The School of Business at
 the College of Charleston, including serving on its Nominating & Governance Committee and the Student Development Committee. In 2010, The College honored McLain with the Howard F. Rudd Business Person of the Year Award. McLain is often on campus as a guest lecturer for graduate and undergraduate business classes, sharing his insights on career development, entrepreneurship, business strategies, and leadership.


McLain earned a Bachelor’s degree in Business Administration, with a minor in Economics, as well as a Bachelor’s in Biology, from the College of Charleston. He was also a scholar of Asian languages, with a dual language focus in Mandarin Chinese and Japanese. Currently, McLain maintains residence in Atlanta, Georgia.


SaulsKeith Sauls

R. Keith Sauls, CFA is a recognized expert in Alternative Investments and a leader in growing firms focused on entrepreneurs, foundations, and family offices. Mr. Sauls began his 15+ year career as an Associate Vice President of SunTrust Bank. He advanced to Equity Portfolio Manager for City Capital Counseling. While in pursuit of his MBA at Emory’s Goizueta Business School, Mr. Sauls worked with Liveoak Equity Partners, a $100 million Healthcare Technology Venture Fund. Following completion of his MBA, Keith progressed to Senior Vice President in Client Account Management at Bessemer Trust Company, then Senior Vice President and Wealth Strategist at GenSpring Family Offices, a SunTrust affiliate. Mr. Sauls was most recently Managing Director of Crawford Investment Counsel heading up the firm’s Diversified Portfolio Group prior to moving his full time residence to Charleston, SC. Currently, Keith is working closely with three emerging payment processing technology companies in which he has equity investments.

Mr. Sauls received a Bachelor of Business Administration degree with a concentration in Capital Markets from the College of Charleston. He currently sits on the College’s Foundation Board and the Board of Governors of the College of Charleston business school.

Mr. Sauls subsequently holds the Chartered Financial Analyst (CFA) designation, and is highly active in the Atlanta/Southeastern Private Equity community as Managing Partner of Exeter, LLC and AppleGold Investment Company, family owned investment companies focused on southeastern-based Private Equity Investments with an emphasis on emerging payment processing technologies.


SherrerdKaty Sherrerd

Dr. Katrina Sherrerd is the President and Chief Operating Officer of Research Affiliates, a California-based investment firm that focuses on innovative indexing and asset allocation strategies. As such, she is responsible for the firm’s day-to-day operations and business development, including distribution, administration, operations, and brand management. In addition to her operational responsibilities, Katy helps to ensure that the firm’s focus remains consistent with its core mission—focusing on cutting-edge research and product development, and then affiliating with other firms to bring these ideas to investors.

Throughout her professional career, Katy has been dedicated to advancing innovative thinking, leading edge research, and continuing education for the benefit of investment professionals around the world. At CFA Institute, she led the research and education effort, including oversight of the Financial Analysts Journal. Katy also served as executive director and member of the Board of Trustees of the Research Foundation of CFA Institute and led the strategic planning effort for CFA Institute and the Research Foundation.

Prior to joining Research Affiliates, she was vice chair of the Investment Advisory Committee for the Virginia Retirement System. Katy currently serves on the board of the Institute for Quantitative Research in Finance. She was also a visiting professor at the Darden School, University of Virginia, and a lecturer at the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and the CFA Society of Orange County.

Katy received her BS in finance from UVa’s McIntire School, an MS from the Massachusetts Institute of Technology, and a Ph.D. in finance from the Darden School at UVa.


SwansonSteve Swanson

Steve Swanson was the co-head of Citi's Global Electronic Trading Products and Services group. He was responsible for the electronic equity and option market making, electronic market access and execution, and equity and option trading algorithms.

Swanson joined Citi with the acquisition of Automated Trading Desk (ATD), a trading technology firm he founded in 1988. While President and Chief Executive Officer of ATD, Swanson focused on leading operations and developing and maintaining groundbreaking trading models and services. His contributions to ATD include the creation and improvement of highly profitable computer trading and pricing prediction models as well as the development of a unique research and development culture.

Previously, Swanson served as President of the College of Charleston Foundation Board. He is a current board member of the School of Business at the College of Charleston.


WoodsidePerry Woodside

Dr. Woodside is Director of the Dixon Hughes PLLC, Charleston Practice unit. Dixon Hughes is the largest CPA firm based in the Southeast.

Dr. Woodside has maintained a consulting practice with extensive experience in business valuations, personal and commercial economic loss, securities litigation, and many other areas of litigation support services. He has been qualified as an expert in finance and economics in family, state and federal courts and has testified in South Carolina, North Carolina, Tennessee and Delaware. He is a member of The Institute of Business Appraisers, Inc., and the National Association of Forensic Economists. He also serves on the Board of Directors for the American Academy of Economic and Financial Experts and is a founding member.

Dr. Woodside retired from the College of Charleston as Professor Emeritus in the School of Business, where he taught from 1987 to 2007. During his tenure at the College, he was the Director of the Carter Center for Real Estate, the Director of the South Carolina Economic Developers School, and the Managing Director of the Tate Center for Entrepreneurship.

Mr. Woodside received a Bachelor's degree from Furman University in Economics and Business Administration in 1968, an MBA from the University of South Carolina in 1970, and a Ph.D., also from the University of South Carolina, in 1978. He is married to Linda Woodside and has a son named Harrison.

HaytheDavid Haythe 

David Haythe is a Senior Advisor at Morgan Stanley. Prior to this, he was Head of Morgan Stanley Private Wealth Management EMEA.

David joined Morgan Stanley in New York in 1975 in the Institutional Equity Division and transferred to the Firm’s London office upon its inception.  He was elected as Vice President in 1980, Principal two years later and in 1986 was elected to Managing Director.

David holds an MSc graduate degree in Economics from the London School of Economics and Political Science.

    

KenanFrank Kenan 

Frank H. Kenan II is currently the Co-Founder and Principal of KD Capital Management, LLC and has served in these roles since August 2014. Previously, Mr. Kenan served as an Investment Analyst at Boulderado Group, LLC from September 2011 to December 2014, a Development Associate at Edens & Avant from January 2006 to January 2008, and an Analyst at Vivum Group from May 2005 to January 2006. Mr. Kenan serves as a member of the Board of Directors of the Cougar Club of the College of Charleston, a 501(c)(3) non-profit organization that serves as the fundraising arm for the College of Charleston Athletic Department. Mr. Kenan also serves as a member of the Board of Directors of the Boston Omaha Corporation, a public company with businesses engaged in several sectors, including advertising, insurance, and real estate. Mr. Kenan holds a B.S. from the College of Charleston and an M.B.A. from the University of North Carolina at Chapel Hill – Kenan-Flagler Business School.

 

 

   

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