Advisory Board

 Chris BassChris Bass

Christopher Bass is currently an Associate at Blackstone in New York City, NY.  Chris joined Blackstone after two years with Reverence Capital, also based in NYC. Prior to Reverence, Mr. Bass worked at Landmark Partners as an Associate on their private equity team, where he focused on the analysis and execution of secondary transactions. Mr. Bass earned a MBA from Columbia University in 2020 and a BS in Economics from the College of Charleston in 2015. 

 

Ben CarewBen Carew

Ben Carew is a shareholder and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Carew joined Tandem in 2015 as a Research Associate. His present duties include quantitative and fundamental research, as well portfolio management and trading. Mr. Carew also oversees Tandem’s internship program. Mr. Carew is a graduate of the College of Charleston’s School of Business, earning a Bachelor of Arts in Economics with a minor in Finance. During his time at the College of Charleston, he was a member of the School of Business Investment Program. 

 

Walter GreenWalter Green

Walter Green is a private investor and principal of Greenwood Advisors.  He is a 40-year veteran of JPMorgan Chase where he led multiple teams in the Investment and Private Bank including responsibility for Strategic Planning & Marketing, the Petroleum & Mining Division, Financial Sponsor Group and the Private Equity team.   During his last 20 years he focused on the private equity sector, including M&A financing, and personal wealth management for private equity partners.

Mr. Green received his BBA & MBA from the Terry College at the University of Georgia, where he served on the Alumni Association Board and was a Founding Board Member of Terry’s Student Managed Investment Program. He currently serves on the Boards of the University of Georgia Libraries and the College of Charleston’s School of Business Investment Program.

While living in Chicago for 35 years, Mr. Green served on the Board of the Illinois Venture Capital Association and the Network for Teaching Entrepreneurship. He is a co-author of books on energy trading and has been a guest speaker at multiple energy and private equity conferences and universities.  Following his retirement Mr. Green and his wife moved from Chicago to Charleston where they now reside.

 

Beth HammondBeth Hammond

Elizabeth Hammond is a Director at Kohlberg Kravis Roberts & Company (KKR).  She joined KKR's Client and Partner Group in 2009. Prior to joining KKR, she was a director at Citi Alternative Investments where she was involved in consultant relations and had responsibility for managing the RFP team. Ms. Hammond has over 25 years of experience working in asset management sales and marketing. Her prior experience includes Siguler Guff, Deutsche Asset Management, and Lynch & Mayer. She holds a B.S. from the College of Charleston and an M.B.A. from Fordham University. 

 

David 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. 

 

Andrew HendricksAndrew Hendricks

Drew Hendricks is a partner and wealth advisor with Capasso Planning Partners, a fee-only RIA in Charleston. He began his career with AXA Advisors in 2008, right in the middle of the Great Financial Crisis. Drew’s primary focus in his practice is working with individuals and small business owners on wealth management and full financial planning. Mr. Hendricks graduated from the College of Charleston in 2008 with a B.S. in Business Administration, with a concentration in finance. Mr. Hendricks obtained his CFP® designation in 2020. He resides in Mt. Pleasant with his girlfriend, Jackie.

 

Joanne HillJoanne Hill

Joanne has over 30 years of experience in leadership roles at investment banks and asset managers in investment and business strategy.  In these roles she has specialized in index and quantitative products, derivatives, along with volatility and risk management.  She currently serves as Chief Advisor for Research and Strategy at CboeVest, a fund manager specializing in option-based investments.  Prior to these roles, she was Head of Institutional Investment Strategy at ProShares, and also spent 17 years at Goldman Sachs, where she was a Managing Director leading global equity index and derivatives research and advising institutional investors on index and risk management strategies.

She is a recipient of the William F. Sharpe Indexing Lifetime Achievement Award and has published extensively on quantitative investment topics, index products, and derivatives.  Joanne is a co-author of A Comprehensive Guide to Exchange-Tra ded Funds (ETFs) published by the CFA Institute Research Foundation.  She was one of the ten inaugural recipients of the Top Women in Asset Management Awards.  Her board activities include serving as on the Board of Governors of the CFA Institute, Chair of the Board for the CFA Institute Research Foundation and on the Board of the "Q" Group (Institute for Quantitative Finance).  She was a Founding Member and the first Co-President of Women in ETFs, where she currently serves on the board.  She also serves on the Advisory Council of the Financial Analysts Journal and as an Adjunct Professor at College of Charleston. 

Prior to her career on Wall Street, Dr. Hill was on the faculty of the University of Massachusetts (Amherst). She has a Ph.D. in Finance and M.B.A, from Syracuse University, an M.A. in International Affairs from George Washington University, and graduated with honors from American University’s School of International Service.

 

Stephen 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.

 

Misty MagnumMitsy Mangum

Michelle “Mitsy” Y. Mangum ’86 is a financial advisor, retirement plan consultant, and wealth management specialist. After graduating from the College, Mitsy was the first female domestic over-the-counter trader at EF Hutton. She continued to break barriers on Wall Street, and in 1999, she joined Smith Barney where she achieved the level of Vice President and was Awarded Blue Chip Council Status five years in row. She was the first female in that branch of 50 total advisors. From there, Mitsy achieved Vice President status at Raymond James and was awarded President Council status. In 2015, she joined Lakeview Capital Partners where she serves as Managing Director, Equity Partner and sits on the Investment Committee. Mitsy was a proud member of the College’s champion volleyball team that won divisionals, regionals and ultimately went to nationals. Mitsy remains an active alumna of the College of Charleston. In December 2019, Mitsy was the Commencement speaker and received an Honorary Doctorate from the College. She now sits on the Foundation Board for the College.

 

Keith SaulsKeith Sauls

Keith is the Managing Director of Strategic Partnersrhips for Acansa Investment Group, focused on mission-based Endowments, Foundations and Non-profits with assets of $200million - $3billion. He serves as the Head of Business Development as well as works closely with technology providers including heavy focus on ESG/JDEI analytics solutions.

Keith has spent the last 25+ years in the investment field advising Endowments, Foundations, and Family Offices. He has previous tenures with Bessemer Trust/Truist Bank/GenSpring Family Offices, Crawford Investment Council and J.P. Morgan

Keith is currently treasurer/financial chairman of the College of Charleston Foundation, where he also sits on the Board of Governors for the Business School and has been involved with the Student Managed Fund from the program’s inception. He also serves in an advisory capacity at the Intentional Endowment Networks and a frequent panelist for the Association of Governing Boards, Higher-Ed Climate Action Pursuit Conference, and NACUBO. Keith is also the Treasurer and Chair of Finance for Charleston Promise Neighborhood and is on the Investment Committee and a past Investment Committee Chair of the Porter-Gaud School Foundation. 

Keith recently completed three expeditions to Antartica that were focused on the use of alternative fuel sources in extreme environments, traveling with some of the top carbon capture and environmental scientist in the world.

 

Katrina SherrerdKatrina Sherrerd

Katrina F. Sherrerd is a partner and Vice Chair of Research Affiliates, a global asset manager dedicated to profoundly impacting the investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions. Katy is a member of the executive committee of Research Affiliates’ board and serves as an advisor to the firm. Katy joined Research Affiliates in 2006 as a managing director responsible for strategic planning and affiliate relations, and served as the CEO, president, and COO before becoming the vice chair.

Throughout her professional career, Katy has worked to further inventive and groundbreaking investment research and to encourage the continuing education of investment professionals around the world. Prior to joining Research Affiliates, she spent 19 years in various roles at CFA Institute, the largest global association of investment professionals. As part of the CFA Institute leadership team, she led the research and education effort, including oversight of the Financial Analysts Journal, and spearheaded strategic planning. She was also the executive director and member of the board of trustees of the CFA Institute Research Foundation. In 2020 and 2021, Katy was named by Barron's as one of the 100 Most Influential Women in US Finance. 

Katy currently serves on the boards of Rayliant Global Advisors and the Institute for Quantitative Research in Finance as well as on the Women Investing in Security & Education (WISE) Tearing Down the Pink Wall Advisory Board.

Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the Massachusetts Institute of Technology, and a PhD in finance from the Darden School at the University of Virginia. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute.

 

Jay TuckerJay Tucker

Jay Tucker is President and Interested Trustee of Weiss Strategic Interval Fund and an advisor to Weiss Multi Strategy Advisors LLC.  He is an advisor to the brand and popular instagram account  @LiveFromSnackTime (630k + followers).  Mr. Tucker is former CFO and Board Director of Subversive Capital Acquisition Corp.  He is the former President and CEO of Weiss Multi Strategy Funds LLC (Broker Dealer), COO of Weiss Multi Strategy Advisors LLC and member of the Executive Committee.  Jay joined Weiss in 2008 as a Portfolio Manager managing macro assets.  In 2003, he opened the macro fund Eastwind Capital Partners LP and Eastwind Capital International LTD.  Jay managed a macro/emerging markets portfolio for Caxton Associates.  From 1985 to 1997, Jay was a director at Credit Suisse First Boston managing local emerging markets trading and foreign exchange.  He worked at Dean Witter trading currencies and prior to that began his career at Mocatta Metals trading gold and foreign exchange.

Jay is an active NFA Arbitrator.  He serves on the Board of Trustees and is Treasurer of Franklin University in Lugano, Switzerland.  He is on the advisory board for the School of Business Investment Program at the College of Charleston. He is a mentor for the EFL program at NYU.

Jay received his BA degree from George Washington University in Washington, D.C. and an AA from Franklin University in Lugano, Switzerland.