Board of Advisors

The Board of Advisors is a group of accomplished business and civic leaders who work closely with the Belk College to ensure our relevance to the business community. Through its insightful recommendations, the Board helps us constantly refine and improve our curriculum and programming. With the wise guidance of today’s business leaders, the Belk College of Business remains at the forefront of educating the business leaders of tomorrow. 

 


Wes Beckner joined BB&T in 1982 and in the same year completed the BB&T Management Development Program. He has held a series of positions with increasing responsibility in the bank, including service as city executive in Hickory and Wilmington, North Carolina and regional president of the Valley Region in Virginia. Most recently, he served as State President for Kentucky before assuming his current position in 2010.

Mr. Beckner earned a B.S. in Business Administration from East Carolina University and attended the Stonier Graduate School of Banking. Active in the community, Mr. Beckner is a board member of the Charlotte Chamber and the Charlotte Regional Partnership and a member of the campaign cabinet for the United Way of Central Carolinas. While in Kentucky, he served as chairman for the Metro United Way of Louisville and was a member of the boards of Fund for the Arts and the Leadership Louisville Center.


Chuck Bolliger is an Assurance Partner in the Carolinas market with over 20 years of public accounting experience spanning the retail and consumer, industrial, technology, services and pharmaceutical industries. He has served a variety of publicly traded and private clients during his career and has extensive transaction experience. Chuck has assisted a number of his clients with debt and equity security offerings, as well as provided acquisition and divestiture related assurance services, including carve-out transaction audits and support. Chuck began his career in the Greensboro, North Carolina office before relocating to Charlotte, North Carolina in 2010. Chuck also completed a tour within PwC's National Office prior to relocating to Charlotte, North Carolina where he primarily focused on audit quality and reporting matters, technical matter consultations and served on the National Retail and Consumer Products Technical and Quality Advisory Committee. Chuck is a graduate of the University of North Carolina at Charlotte (1997) and is a member of the AICPA and NCACPA.

Jim held the title of Vice President of Human Resources for Brighthouse Financial. In this role he was responsible for the development and execution on the HR Business plan for U.S. Retail. This includes accountability for organization design and effectiveness that is aligned with the strategic objectives of the business; responsibility for driving all key talent processes including talent acquisition, assessment, development and succession planning initiatives; ensuring that appropriate rewards and recognition systems and plans that facilitate the achievement of the business goals and objectives are in place. 

 Jim started with Brighthouse Financials (formerly MetLife) in 1980 in HR – compensation planning. After receiving his law degree, he moved to Brighthouse Financial's Law Department where he practiced labor and employment law for 10 years. He returned to HR to serve in a number of roles of increased responsibility in providing HR partnership across business lines.

Jim received the Honorary Alumnus award in 2018 from the Belk College of Business, UNC Charlotte.

 Jim holds a J.D. from the Brooklyn Law School and a B.B.A. in Labor Management Relations from Pace University.

Elliott Bryant is the Senior Vice President for the Classics Client Solutions organization at Allscripts Healthcare. In his current role, Elliott leads the Classics organization where he has responsibility for the P&L, product development, services, support and solution management for a portfolio of healthcare IT products and services.

Prior to joining Allscripts, Elliott enjoyed a distinguished career at AT&T where he most recently led the product management group for the consumer broadband business. During Elliott’s 28-year career at AT&T, he also had tours in finance, marketing, operations, sales and strategy.  

Elliott is a graduate of UNC Charlotte with a Bachelor of Science in Business Administration, holds a master's degree in Leadership & Business Ethics from Duquesne University and has completed the Executive Management Program at Dartmouth College.


Ramesh Chikkala is the Senior Vice President in International Supply Chain for Wal-Mart Stores, Inc.  He joined Wal-Mart in 2006.

Including Walmart experience, Ramesh has 25 years of retail experience at Food Lion, Gap Inc. and Family Dollar Stores in store operations, logistics, finance, IT and corporate strategy/business development.

Ramesh has a Bachelor of Science in Electrical Engineering, MBA, and a Master of Science in Industrial and Systems Engineering.

Tom Clark currently serves as the Director of Learning and Leadership Development for Corning’s Optical Communications (COC) division which is headquartered in the Charlotte, North Carolina region. COC employs over 25,000 employees and 1,500 leaders globally. Mr. Clark joined Corning in 2013 and his primary focus is to create and execute a leadership development strategy for leaders at all levels of the organization, from frontline supervisors through general managers. Mr. Clark’s role also requires him to partner with senior executives in order to develop integrated HR solutions to solve global human capital challenges in support of business goals and objectives.

Prior to joining Corning, Mr. Clark served as the Consumer Technology Learning Manager at Bank of America where he was employed for 13 years.

A Connecticut native, Mr. Clark earned a B.S. in Special Education from Southern Connecticut State University as well as multiple certifications in the field of leadership. He has over 25 years of experience in corporate education and leadership development.

Malcomb Coley is the Carolinas Market Leader, Charlotte Office Managing Partner and in the Assurance practice of EY, a U.S. member firm of the global EY organization. He oversees an office of approximately 1,100 people and is responsible for the deployment of vision 2020 throughout the Charlotte region, empowering the firm’s people with the knowledge and resources needed to best serve their clients. Malcomb also oversees the recruitment efforts and growth of the office, as well as the office’s involvement in community benefit efforts. In addition to his client service responsibilities, Malcomb is significantly involved in the inclusiveness efforts for the southeast region, serving as a member of the Southeast Region Inclusiveness Steering Committee.

He currently serves on the Board of Directors of several organizations including the Charlotte Chamber of Commerce, United Way of Central Carolinas, First Tee of Greater Charlotte, Belk College of Business Advisory Board and the Cameron School of Business Executive Advisory Board for UNC Wilmington. He is also on the Board of Visitors for UNC Wilmington and Friends of Trinity Episcopal School Board.

Malcomb has a 26-year career with EY, which began in the Raleigh office. In Atlanta he was a Senior Assurance Partner where he served a variety of both public and private clients in retail and consumer products, mining and minerals, venture capital and insurance.

Malcomb and his wife Tammie have four children: Dana, Adia, Tanna and DJ. In his spare time, he enjoys running, exercise and golf.  


Mr. Tim Craven was appointed to the role of Executive Vice President, Human Resources, in February of 2016. Prior to this promotion, Tim had served as Vice President, Employee Relations of JELD-WEN, Inc since July, 2015. In this role, Mr. Craven was responsible for human resources and employee relation activities at all locations in North America. These duties include talent acquisition, training and development, wage and benefit reviews and employee engagement.

Tim joined JELD-WEN from Eaton Corporation where he held a number of executive-level HR roles since 2007. Most recently, Tim served as Vice President, Human Resources at the Crouse-Hinds Division in Syracuse, New York. Prior to joining Eaton, Tim served in a number of increasingly responsible HR positions at both corporate and operating locations with Xerox’s Affiliated Computer Services Business and Honeywell, Inc.

Tim earned a B.S. in Human Resource Management from Western Illinois University. He currently lives in Charlotte, North Carolina with his wife and two children.

Susan is the Vice President of Human Resources for Sealed Air Corporation where she is also an active core project leader for Project Beacon, Sealed Air's global headquarter move to Charlotte. In this Beacon Project role, she is responsible for the successful transition and acquisition of 1,300 jobs and families from different parts of the U.S. and Europe to Charlotte. She has been with Sealed Air since 2011 and was previously the Global HR Business Partner supporting the food care division.

Prior to Sealed Air, Susan's career has primarily been in the U.S. automotive manufacturing industry holding several HR leadership roles with Dana Corporation and Lear Corporation's Interior Systems Division, where she also held the role as the Business Unit Manager for the interiors manufacturing business supporting BMW and General Motors automotive platforms. At Snap-on Tools, Susan held various leadership roles in HR, lean manufacturing and ultimately as the corporate Vice President of Continuous Improvement with responsibility for global lean manufacturing, business process improvement and strategy deployment business systems. 

Prior to coming to Sealed Air, she was the Global HR Director for the Fluid Controls Division of Circor International previously headquartered in Greenville, South Carolina.

With an MBA in International Business from Marquette University and a bachelor's degree in Human Resource Management from East Tennessee State University, Susan has served in various volunteer, advisory board and leadership capacities with a variety of local, regional and national charitable organizations in the various communities in which she has lived. 



Chris Flynn is a Director and Head of the Corporate Banking Group (CBG) Information Services and Tools organization. Chris is responsible for data quality and practice, risk and operational reporting and manages line of business team member technology and tool strategy. He is also a key advocate for CBG’s partnerships with other wholesale lines of business and various Wholesale COO teams. Based in Charlotte, Chris joined CBG in 2017 after spending the previous five years with Wells Fargo Securities managing CRM and data warehouse solutions for the investment banking capital markets organization. Prior positions include roles with corporate treasury developing and managing data warehouse and reporting tools and several positions at Bank of America working in the customer profitability, finance and technology spaces. 

Chris holds a Bachelor of Science in Business Administration and a Bachelor of Science in Accounting from the Belk College of Business at UNC Charlotte and received his MBA from Wake Forest University. Chris was born in New York, but has spent the majority of professional career in Charlotte where he lives with his wife and four children.


Julie Harris is an enterprise credit data, allowance and reporting risk executive in the global risk management organization at Bank of America. She is responsible for the company’s allowance for loan losses on the balance sheet and the related annual provision expense. She also is responsible for the Enterprise Credit Risk data strategy and reporting, providing updates to the company’s Credit Risk Committee, Management Risk Committee and Enterprise Risk Committee as well as day-to-day management reporting.

Harris joined the company’s Finance Management Analyst Program in 2000, and has served in a number of leadership roles since then. She most recently was the CFO for Global Banking Coverage responsible for Global Corporate Banking, Global Commercial Banking and Business Banking. She also has served as the CFO for Corporate Treasury, Controller for Corporate Treasury and the Corporate Investments Group, and as a Senior Finance Manager for Consumer Finance. She was named a Managing Director in 2013.

Harris is actively involved in in the Charlotte community, including fundraising events for Levine Children’s Hospital. She serves as Treasurer on the board of directors of Women Executives for Community Service and supports the Women Initiating and Nurturing Growth through Scholarships program. She has served as a mentor in the Cherie Blair Foundation for Women and as a Global Ambassador for the Bank of America partnership with Vital Voices.

Harris was selected as one of Charlotte’s 40 Under 40 leaders in Business by the Charlotte Business Journal in 2015 and served as the chair of the Arts and Science Council Campaign for Global Risk in 2017.

Harris is on the Board of Advisors at the Belk College of Business and the Foundation Board at the University of North Carolina at Charlotte.

She has a degree in Finance from the University of North Carolina at Charlotte, with an emphasis in financial analysis and accounting.

After a successful corporate career, Dan founded Summit Leadership Partners to help growth-oriented companies and business leaders improve organization performance. Since forming Summit, he has advised numerous boards, investors, CEOs and senior leaders in a myriad of industries across the globe.

Dan brings over 25 years of proven success as Chief Human Resources Officer, Top Talent & Organization Development Executive, Global HR Vice President and other senior leadership roles with high performing global companies. Dan has deep expertise in leadership, strategy, assessment, executive and organization development. He is practical, insightful and focused on outcomes.

Dan’s corporate experiences include well-known companies such Asurion, Ingersoll Rand, MagneTek and Hoechst Celanese. He has worked in the public and private arena, including private equity and venture capital. His industry experience includes life sciences, chemicals, technology, consumer products, retail, industrial and financial services.   Dan has significant global experience and has coached senior level leaders and organizations in most regions of the world. He has authored and presented numerous topics on leadership, organization change, strategy, leading in global contexts and strategic talent management.

Dan holds a bachelor’s degree in Psychology and Management from Clemson University and a master’s degree in Industrial & Organizational Psychology from University of North Carolina at Charlotte. Dan has also completed post-graduate studies in Executive Coaching.


As the Senior Vice President of Talent Management at Lowe’s, Reginald Henderson is responsible for leading strategic workforce planning and talent strategies to ensure the company has the skills and capabilities required to compete in a rapidly changing retail environment. He has served in this role since 2017.

Reginald joined Lowe's in 2007 and most recently served as the Vice President, Associate General Counsel. He has more than 18 years of experience leading the creation and delivery of legal strategy to meet key business needs.

Reginald earned a bachelor's degree in politics from Hendrix College, a J.D. from the University of Arkansas and a master's degree in Labor and Employment Law from Georgetown University.


David Houston is Senior Vice President, Wholesale Middle Market at Fifth Third Bank. In this role, he oversees a relationship management sales team for western North Carolina and South Carolina Middle Market line of business, focusing on commercial and industrial companies with revenues from $20 million to $1 billion. Houston has had a 10-year career with Fifth Third Bank. Previously, he was the Senior Vice President, Relationship Manager with First Charter Bank. Prior to that he spent 15 years at Bank of America as the Senior Vice President, Client Management.

Houston received his master’s degree in Business Administration from the University of East Carolina and has an bachelor's degree in Political Science from the North Carolina State University.

 
 
Vonda Huss is the Executive Vice President and Chief Human Resources Officer for Brighthouse Financial. Brighthouse Financial was established by MetLife in 2016 and is a major provider of annuity and life insurance solutions in the United States. In this role, Huss is responsible for leading the HR and Corporate Communications Organizations.     

Prior to joining Brighthouse Financial, Huss was the Executive Vice President and co-head of HR at Wells Fargo. In this role, Huss led the HR business partner organization, and had responsibility for compensation, talent acquisition, HR strategy and employee relations. As the co-head of HR, she led a team of 2,000 HR professionals globally, and played a key role on the company’s Management Committee. Prior to assuming the role of co-head of HR, she was the HR Director for Wells Fargo’s Wealth & Investment Management Division, where she was responsible for leading human capital strategy, leadership development, talent management, compensation, recruiting and employee relations for the 34,000 Wells Fargo associates in that division.

Huss received a Bachelor of Science in Business Administration from Appalachian State University and a Master of Business Administration from Pfeiffer University.


Omar G. Jorge Peña is the Chairman of Aurora Grocery Group and CEO of Fransula Foods LLC, which operates supermarkets under the Compare Foods and GalaFresh Supermarkets banners.

Founded in 1989 by the Peña family, Compare Foods is the largest ethnic supermarket chain on the East Coast, with stores from Massachusetts to South Carolina. Omar is a second-generation grocer, working in the family business beginning in his teenage years. In 2009, Omar accepted a position as a partner in the company and relocated to Charlotte, North Carolina to manage the Compare Foods stores in the region. In 2012, together with his family, Omar led the creation and was named the Chairman of a new shared services entity, Aurora Grocery Group (AGG). AGG serves as the primary bargaining entity for the 24 supermarkets. In 2015, AGG debuted the GalaFresh Farms banner, focused on the new generation of Latino customer. In 2017, Omar became the CEO of Fransula Foods, LLC, which directly owns 4 supermarkets in the Charlotte, North Carolina and Northern New Jersey areas.

Omar obtained his bachelor's degree from St. John's University, majoring in Government & Politics. He also graduated with a J.D. from the Benjamin N. Cardozo School of Law - Yeshiva University and is admitted to practice law in New York. He practiced as a business attorney in New York before moving to Charlotte.

Omar is actively involved in contributing to the community. He is serving his second term as the Chairman of the Latin American Coalition, the largest Latino advocacy and cultural organization in North Carolina. Omar also serves on the following Boards of Directors: the Food Marketing Institute, the North Carolina Retail Merchants Association and the Carolinas Food Industry Council.

Omar and his wife, Miriam, live in Charlotte and are the proud parents of twin boys, Michael and Gabriel.


Christine Katziff is the Corporate General Auditor of Bank of America and a member of the company’s executive management team. She leads a global team responsible for providing independent assessments of the company’s business strategies, operations, risk framework, financial management and credit standards. She reports directly to the Audit Committee of the board of directors.

Katziff joined Bank of America in 2004. Since then, she has held leadership positions in Corporate Audit, supporting nearly all of the major business segments that comprise the enterprise.

Before joining Bank of America, she held a number of management positions in Audit and Compliance at FleetBoston Financial and in KPMG’s Management Advisory Services.

Katziff is the Executive Vice Chair of the company’s Global Diversity and Inclusion Council and is a strong supporter of developing women leaders in financial services. She currently serves as the Executive Sponsor for Bank of America’s Investing in Women Leadership Council, which is comprised of executives from across the company who serve as advisors and champions of the company’s efforts to support the advancement of women, working with lines of business, the diversity and inclusion organization, and employee networks to maximize impact. She also participates in the Catalyst, Inc. “Women On Board” program, which promotes the appointment of women to corporate boards.

Katziff serves on the board of directors and the finance committee for the Central Piedmont Community College Foundation. She is active in the Charlotte community and serves on the Wake Forest University Charlotte Executive Board, the board of directors for TreesCharlotte and the annual Charlotte St. Jude Evening of Hope Committee.


Brian Marley is the Founder and Managing Partner of Marley Associates LLC, an advisory services firm. Brian previously served as the Executive Vice President and Chief Financial Officer of Belk, Inc. from 2000 to 2013.

Prior to joining Belk, Brian was a Partner with KPMG LLP, where he served for over 20 years. He is a graduate of the University of North Carolina at Chapel Hill where he was a James M. Johnston scholar.

In addition to serving on the Board of Advisors at the Belk College of Business, Brian serves on the Board and Chairs the Investment Committee for the John M. Belk Endowment. He is a member of the Investment Committee of the Belk Foundation, the Board of Visitors of the University of North Carolina at Chapel Hill and serves on the Board of Directors of Follett Corporation.  


Matt is based in the Bank’s Charlotte office with responsibility for outreach to business, banking and community groups across North Carolina and South Carolina. He also leads the Bank’s Outreach and Statistics and Reserve Accounts departments for the Federal Reserve’s Fifth District, which includes North and South Carolina, Virginia, Maryland and most of West Virginia, and serves on the Bank’s senior management team.

Matt joined the Charlotte office as a Regional Economist in 2006 and assumed the regional executive role in early 2009. Prior to joining the Bank, he worked as a Senior Economist for Moody's Analytics, as an Analyst in the Congressional Budget Office, and as a faculty member at Kent State University, where he taught macroeconomics, money and banking, and economic history.

A Pennsylvania native, Matt has a B.S. in Economics from the U.S. Military Academy at West Point and a Ph.D. in Economics from the University of Delaware, which he earned after completing his military service.


Tom Mathews, President & Principal of TMathewsHR LLC, started his consulting business in 2018. Tom is recognized for building and evolving award-winning HR strategies at Fortune 500 companies, private-equity funded organizations and start-ups that align with rapid growth and global business expansion. Tom was most recently the SVP, HR and CHRO at Durham, North Carolina based Cree, Inc., where he worked to help take Cree and their HR function through its latest phase of growth. Joining Cree in February 2015, Tom helped Cree rebuild its lighting business and ultimately assisted in hiring Cree’s current CEO. 

Prior to Cree, Tom was head of HR for Asset International, a private equity-owned business in New York City, where he helped the executive team acquire 3 companies, and he also worked with the executive team to sell the business to Genstar Capital. 

In January 2002, Tom joined Time Warner Cable as EVP, HR. He spent 11 years building a world-class HR organization, serving as a strategic partner at the executive level, to evaluate the HR implications of all major business decisions affecting over 50,000 employees, and identified HR programs, services and initiatives that aligned with business growth needs.

From 1999 to 2001, Tom was Vice President of International Human Resources at AOL where he was responsible for developing and implementing AOL’s human resource strategy for its international workforce. Tom spent the earlier part of his career in HR at companies that included Shearson Lehman Brothers (an American Express Company), International Data Group and Pillsbury.

Tom has a M.S. in Organization Development from Queens University in Charlotte, an MBA from the University of Michigan, and a B.S. in Economics & Psychology from Trinity College. Tom is active in a variety of professional associations and nonprofit organizations and is an executive committee member of the SHRM Foundation and an advisory board member of the Belk College of Business at UNC Charlotte.

 


Kaki Murphy has more than 24 years of experience serving both public and large private clients in the consumer business industry, with a focus on retail, distribution and services. She is currently the Lead Client Service Partner (LCSP) for Best Buy, a $40 billion technology products retailer, Southeastern Grocers, a $13 billion grocery retailer and a non-audit client CarMax, a $16 billion automotive retailer. Additionally, Kaki serves as LCSP for Electrolux North America and Victra – a Verizon authorized retailer.

Kaki’s SEC experience includes public offerings, IPOs, shelf offerings and private financings. She has strong experience in applying IFRS for large multinational companies, given her background working with Delhaize America and A.P. Moller-Maersk.


Joe is the Office Managing Partner in KPMG’s Charlotte office. This role includes being the managing partner for KPMG’s Coastal Business Unit comprised of ten offices in the Carolinas, Florida and Puerto Rico. In addition, Joe continues to serve as an Audit Partner on a variety of clients spanning multiple industries, including consumer and industrial products.

As the Managing Partner, Joe represents the firm in the regional marketplace, business and civic communities. He is also responsible for coordinating the highest level of quality client service in all functions: advisory, audit and tax. The Coastal Business Unit includes approximately 140 partners and managing directors and over 1,400 professionals. Joe has served as an Audit Partner on both private and public companies ranging in size from middle market to Fortune 500. In recent years, Joe has worked extensively with clients on the registration of debt and equity securities, acquisitions, dispositions/sales of large operating units, reorganizations and initial public offerings. Prior to his current role, he served as the Office Managing Partner in KPMG’s Raleigh office and prior to that as an Audit Partner in KPMG’s Jacksonville office.

David is a Family Advisor at Colony Family Offices.  He serves on the Investment Committee and helps coordinate the business development efforts across the firm. His work with families spans the full range of disciplines across wealth management including investment strategy, wealth transfer planning, philanthropy and financial education for the rising generation. David has more than 25 years of leadership experience in the wealth management industry. 

Prior to joining Colony, he was Managing Director at Abbot Downing, the family office practice at Wells Fargo, in Charlotte for seven years where he was responsible for overall relationship management and business development activities. He worked at Calibre, a predecessor firm to Abbot Downing, as the Director of Client Management for six years in Winston-Salem, North Carolina. Prior to Wells Fargo, David held various investment management roles at SouthTrust serving affluent families, foundations and endowments.  David began his career at a single-family office in Birmingham, Alabama.

David is a graduate of the Stephens College of Business, University of Montevallo, having received a Bachelor of Business Administration. David sits on the Board of Advisors for the Belk College of Business, University of North Carolina at Charlotte. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute, the North Carolina CFA Society and the Charlotte Estate Planning Council.


Craig Parkin is the Managing Director for the Mid-Atlantic Region of TIAA’s Institutional Retirement Business. In this role, Craig’s team is responsible for all aspects of client relationships in the higher education segment with his client’s retirement assets exceeding $75B for more than 650,000 participants.

Prior to this role, Craig was the Business Effectiveness Lead for TIAA’s Retail Financial Services business. Craig led the execution of critical programs to improve customer outcomes, drive productivity, efficiency and simplification of core processes. Previously, as the Chief Operating Officer for the Retail Products & Services Business, he led strategic planning, performance reporting, program management, risk and compliance coordination, employee engagement, advisor services and internal sales, and product marketing support. Craig also served as the Head of Relationship Management for the company’s 529 college savings business, overseeing a client portfolio exceeding $15 billion in assets.

Craig holds a B.A. in Economics from Colgate University and was a Hugh McColl Sr. Fellow at the McColl School of Business at Queens University, where he received his MBA and executive coaching certification. 


Jennifer Pollino currently serves as an Executive Coach and Consultant with JMPollino LLC, a leadership development, talent management and succession planning firm she founded upon her retirement from Goodrich Corporation in July 2012.

She previously served as the Executive Vice President, Human Resources and Communications, at Goodrich from February 2005 until July 2012, when Goodrich was acquired by United Technologies Corporation. Prior to that, Ms. Pollino served as the President and General Manager of the Aircraft Wheels & Brakes Division of Goodrich from September 2002 to February 2005, as the President and General Manager of the Turbomachinery Products Division of Goodrich from December 2001 to August 2002 and in various other finance and accounting positions of increasing responsibility during her 20-year tenure with Goodrich. Prior to Goodrich, Ms. Pollino was the Controller of a savings and loan association, a Field Accounting Officer with the Resolution Trust Corporation and an Auditor with KPMG. 

Ms. Pollino serves as a Director for public and non-profit companies. She has been a Director of Crane Co., a diversified manufacturer of highly engineered industrial products since 2013, Kaman Corporation an aerospace and industrial distribution company since 2015, Wesco Aircraft Holdings, Inc., a provider of comprehensive supply chain management services to the global aerospace industry since 2014 and two non-profits, Teach for America – Charlotte and the UNC Charlotte Belk College Advisory Board. She also served as a former Director for SHRM from 2013-2014.

Pollino earned her B.B.A. in accounting from the University of Notre Dame and her M.S. in Executive Coaching from Queens University of Charlotte. She is also a Certified Public Accountant.


Joe Price is a finance executive who held many positions with Bank of America for nearly twenty years, including Chief Financial Officer, Global Corporate and Investment Banking Risk Management Executive, President of Consumer and Small Business Banking, and a member of the bank’s executive management team. Prior to joining Bank of America in 1993, he was affiliated with PriceWaterhouse and served as a member of the Financial Institutions National Industry Group, specializing in banking and acquisitions and derivatives.  

Price currently serves as a Senior Advisor for Falfurrias Capital, a private equity firm, and is a board member of RegEd, a compliance software systems provider to the financial services industry.

He also serves as Chair of the Board of Directors of Habitat for Humanity’s worldwide operations and is active with Habitat for Humanity of Charlotte as well as the UNC Charlotte student chapter of Habitat for Humanity. He has served on the UNC Charlotte Board of Trustees since 2007. He currently serves as Chair of the Board and has previously served as Vice Chair of the Board as well as chair of various committees.  He also serves on the Board of Advisors of the Belk College of Business and is a 1983 graduate of UNC Charlotte.

Price is the primary caregiver for his wife of 34 years, Christine, as she deals with the consequences of a rare autoimmune disease. The Prices reside in Charlotte, North Carolina and have two grown daughters and a son.

Bob has been the Chief Financial Officer and Treasurer of MSCI Inc. since June 30, 2012.

Bob is a member of the American Institute of Certified Public Accountants.

Mr. Qutub earned a Bachelor of Science in Accounting with summa cum laude honors from UNC Charlotte.

Brian Savoy is the Senior Vice President, Business Transformation and Technology for Duke Energy. He is responsible for information technology and leading business change to advance the company’s strategic objectives.

Prior to this role, he served as the Chief Accounting Officer and Controller for Duke Energy where his responsibilities included the accounting, financial reporting and internal controls for the corporation.

Savoy joined Duke Energy in 2001 as a manager in Duke Energy’s energy trading unit, Duke Energy North America. He was named the Director of Trading and Risk Services later in that year. Savoy led derivative accounting and trading control functions for energy trading and marketing activities and was instrumental in the successful wind-down and disposition of Duke Energy North America in 2005.

Following Duke Energy’s merger with Cinergy in 2006, he was appointed as the Vice President and Controller of the Commercial Power Segment and responsible for accounting, financial reporting and internal controls functions. In 2009, Savoy was named the Director of Forecasting and Analysis where he played a significant role in addressing challenging business and strategic issues, including leading financial due diligence for the Duke Energy/Progress Energy merger completed in 2012. He assumed his current position in May 2016.

Savoy earned a Bachelor of Business Administration degree in accounting from Lamar University in Beaumont, Texas and completed the Advanced Management Program at the Fuqua School of Business at Duke University in Durham, North Carolina. He is a certified public accountant in both Texas and Ohio.

He and his wife along with their son and daughter, live in Charlotte, North Carolina.


 

Michael Smith is the President and CEO of Charlotte Center City Partners, an organization which envisions and implements strategies and actions to drive the economic, social and cultural development of Charlotte’s central business district.

Smith holds his MBA from Kellogg Graduate School of Management at Northwestern University and his undergraduate degree from UNC Chapel Hill. He has held corporate roles at AT&T Communications, First Union’s Capital Markets Group and By-Products Interactive. Prior to his role as the President of CCCP, Smith was the Chief Financial Officer at the Charlotte Chamber of Commerce.

Since 2005, Smith has been the driving force behind a number of city-changing initiatives, creating and helping shape initiatives that have changed the landscape for the Charlotte in sustainability, economic development, urban neighborhoods, transit and hospitality. Over the last two decades, Charlotte’s urban core has been transformed into a major destination, seeing 18-million visitors a year, more than 30,000 residents and 125,000 employees.


Dave Wedding serves as the Chairman of the Grant Thornton LLP U.S. Partnership Board, is a Partner in the Advisory Services practice, as well as, serving as the Managing Partner for the Southeast Region, which includes the Carolinas, Florida and Georgia. Dave has more than 30 years of public accounting experience in external audit and many of Grant Thornton’s Advisory Services practice areas including internal audit and forensic accounting. Prior to joining Grant Thornton, he was a Partner with Deloitte & Touche serving as the Carolinas Practice Leader for their Forensic Accounting Practice. Prior to Deloitte & Touche, he was with Arthur Andersen for 21 years in the Audit and Assurance practice.

Dave Wedding is a graduate of the University of North Carolina at Charlotte where he earned his B.S. in Business Administration and Virginia Polytechnic Institute where he earned his MBA.

Brian Whelan is a Managing Director and Head of Corporate Communications for Barings, a leading global investment management firm with roughly $300 billion in assets under management and offices in 17 countries. His responsibilities include the management and oversight of the firm’s internal communications, external relations and corporate philanthropy. Brian has 19 years of investment industry experience and has held roles in corporate communications, marketing and product management at Bank of America, BlackRock and Morgan Stanley. He began his career as a journalist with Value Line Publishing covering the U.S. mutual fund industry.

Brian holds a M.S. in Integrated Marketing Communications from West Virginia University, and a B.A. in Social Sciences from Hofstra University.


Mr. Zapata has proven expertise in the field of engineering management with more than 30 years of successful experience applying his engineering and managerial skills. Under his leadership, the firm has earned a reputation for providing innovative solutions to engineering challenges. He has assembled a successful group of professionals dedicated to providing the highest quality infrastructure, environmental, and facilities engineering solutions. The firm’s clients include the Department of Defense, the Department of Transportation, the Department of Energy, General Dynamics, Bank of America, Duke Energy, Rea Contractors and many other regional and national companies. ZAPATA Group has established a national and international presence with offices in North Carolina, South Carolina, Colorado, Texas, Nebraska, Hawaii and Chile, and conducts projects worldwide.

Mr. Zapata studied civil engineering in his native Chile and earned his Bachelor of Science in Mechanical Engineering and MBA from the University of North Carolina at Charlotte. He has been an Adjunct Professor of Business at Queens University and at UNC Charlotte, teaching at the graduate and undergraduate schools. He is a licensed Professional Engineer in North Carolina, South Carolina, Florida, Virginia, Mississippi, Alabama, Louisiana, New York and Georgia.