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Advisory Board

SteveKerriganHeadshotStephen 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.

Swanson

Steve Swanson

Steve Swanson co-founded Automated Trading Desk (ATD), a pioneer in high frequency trading, in 1989.  In 2001, Swanson was named President and CEO where he was responsible for growing ATD to 7% of US daily equity trading volume.  In 2007, ATD was sold to Citigroup for $680 million.  At Citigroup, Swanson was global co-head of electronic trading for equities.  Since leaving Citi/ATD in 2010, he has been involved with several startups in New York and South Carolina.  Most recently he was the Inside Director of operations and strategy at SnapCap, an alternative small business loan originator which was sold to Lending Tree in 2017 for $21 million.  He currently serves on the board of director at the Bank of South Carolina (NASDAQ:  BKSC) as well as chairing the executive committee of Charleston Angel Partners.    He also serves on the boards of directors of Trident United Way, YesCarolina, and on the Board of Trustees at his alma mater, the College of Charleston.

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 20+ 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. Mr. Sauls received a Bachelor of Business Administration degree 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 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.

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 is also an Advisory Director of Morgan Stanley & Co, on the Advisory Board of Teach for America, S.C., and on the Boards of Bellecapital in Zurich and Cloverlay Capital in the U.S.  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 Portfolio Manager 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.

WaltGreenWalter Green

Walter Green, private investor, recently retired from JPMorgan Chase.  During his 45 year commercial, investment and private banking career he held multiple positions including Head of Strategic Planning & Marketing and Head of the Petroleum and Mining Division in the Commercial Bank, Head of the Financial Sponsor Group in the Investment Bank and Head of the Private Equity team in the Private Bank.  For the last 20 years he primarily focused on working with private equity firms (M&A financing) and their Partners (personal wealth management). Mr. Green received his BBA and MBA from the Terry College of Business at the University of Georgia.  He has served on Georgia’s Alumni Association Board and was a Founding Board Member for Terry’s Student Managed Investment Fund where he continues as to serve as an Emeritus Member.  He was recently named to the Board of Visitors for the University of Georgia Libraries.  In Chicago, Mr. Green was active in the business community including serving on the Board of the Illinois Venture Captial Association (IVCA) and the Board of the Network for Teaching Entrepreneurship (NFTE). IVCA is the primary association for private equity and venture capital firms in the Midwest.  NFTE is a non-profit organization focused on helping build entrepreneurial skills among high school students in under resourced communities.  Mr Green is a co-author of two books on energy trading and has served as a guest speaker at multiple energy and private equity industry conferences.  He has also been a guest lecturer at several universities including Terry/University of Georgia, University of Dayton, Kelstadt/Depaul University and Kellogg/Northwestern University. Following his retirement Mr. Green and his wife moved from Chicago to Charleston where they now reside.

JayTuckerHeadshotJay Tucker

Jay Tucker is the Chief Operating Officer for Weiss Multi-Strategy Asset Advisors, a firm he joined in 2008. Previously, in 2003, he opened the macro fund, East Wind Capital Partners, LP, as well as East Wind Capital International, Ltd. Prior to that, Mr. Tucker spent a year managing a macro fund for Troubh Partners. Between 1997 and 1999, he managed $75 million for Caxton in a macro/emerging markets portfolio. He spent 11 years at Credit Suisse First Boston beginning in 1985, managing foreign exchange and local emerging markets trading. Mr. Tucker also worked at Dean Witter trading currencies and began his career in 1980 at Mocatta Metals trading gold and foreign exchange. He is a former board member of the Financial Index Exchange, the Currency Committee of the Chicago Mercantile Exchange, and the Real Estate Finance Alliance at George Washington University. He is a current Trustee of Franklin University in Lugano, Switzerland, and serves as the Treasurer. Mr. Tucker is also involved in The Disability Opportunity Fund, a non-profit providing housing loans and advice to parents of children with disabilities. He received his BA degree from George Washington University and an AA Degree from Franklin University in Lugano, Switzerland.

Lesesne

Caroline Lesesne

Caroline Lesesne is a senior vice president and private banker for FineMark National Bank & Trust in Charleston, South Carolina.  Caroline leads a team of professionals assisting her in diagnosing and customizing financial solutions for her clients and their families. Caroline retired from a successful career at Bank of America as vice president and client manager in the private banking group after managing the leading banking center in Charleston.  Before joining FineMark, she helped build the wealth management division for First Federal Bank and complete the merger of SCBT to form South State Bank.  Caroline brings over 30 years of financial expertise and volunteer leadership to FineMark, her clients, and our community specializing in banking, lending and wealth management. As a leader in the community, Caroline is active member of St. Andrew’s Church as trustee for their land trust, capital campaign steering committee and the choir. At MUSC Storm Eye Institute, she serves on the board of directors, executive committee, and chairs the governance and nominating committee.  She held former board and committee roles with Pattison’s Academy’s Charter School, PACE; Next Steps of East Cooper; the Ashley Hall Alumnae Board; and The Junior League of Charleston, Inc., and volunteer work includes: Trident United Way Day of Caring and Dragon Boat of Charleston, Alumnae Associations of Ashley Hall and College of Charleston, and mentoring at the College of Charleston School of Business. She is a Graduate of The College of Charleston and has the designation of Certified Wealth Strategist with Cannon Financial Institute.

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