Mr. Hank Plain is a general partner of Lightstone Ventures. He focuses on medical device investments out of the firm's Menlo Park office. Plain also serves as a general partner at Morgenthaler Ventures, which he joined in 2007 after more than 25 years in the life science industry.
Plain began his career in 1980 at Eli Lilly, where he worked for 12 years in various management positions. He left Lilly to become CEO of Perclose, where he led the company through a successful IPO and acquisition by Abbott Laboratories. Prior to becoming a venture capitalist, he co-founded eight medical device companies along with the team at The Foundry medical device incubator.
Plain serves on the boards of Earlens, Moximed, Nuvaira and Setpoint Medical. He is an advisor and lecturer for the Stanford University Biodesign Program. He previously served on the boards of eight companies that were acquired – Claret, Twelve Medical, Ardian, Access Closure, Acclarent, Cabochon, EPI and TransVascular.
Plain also serves on the board of the Future Citizens Foundation/First Tee of Monterey County. He was co-chair of the American Heart Association Research Roundtable. He also served for six years on the board of trustees and chaired the development committee for Woodside Priory School in Portola Valley, California.
Evan Allen has a diverse litigation practice representing private and public sector clients in various civil disputes involving employment law, healthcare law, premises liability, personal injury, and other civil matters.
In his employment practice, Allen has represented employees and employers in all aspects of employment law, including wage and hour claims, harassment and discrimination, contractual disputes, hiring, termination and other disciplinary practices, leaves of absence, and disability accommodation. He also devotes a considerable amount of his practice to counseling employers to avoid litigation. He educates executives, human resource teams, and other corporate groups on how to fairly and effectively manage their workforces.
During law school, Allen assisted in representing government entities in employment disputes while interning with the U.S. Securities and Exchange Commission in Washington, D.C. and the California Office of the Attorney General. Evan also served as an Articles Editor on the San Diego Journal of Climate & Energy Law, the President of the Black Law Students Association, as was also a member of the National Black Law Students Association Judicial Advocacy Team.
Born and raised in Pacific Grove, Allen is proud to represent individuals and businesses on the Monterey Peninsula.
Ken Beall is a Founder and Principal of Dartbrook Partners, LLC, the family’s investment management office, Precision Hospitality & Development, LLC, a Dunkin Donuts two-territory California franchisee and Bridge Partners, a real estate investment and management company with a portfolio of apartments and hotels primarily located in the southwestern and mid-western areas of the U.S.
In addition, Beall founded University Lab Partners in 2018, a nonprofit wet lab incubator located in UCI Research Park. The facility offers 17,000 square feet of leasable wet lab facilities to start-up MedTech and Life Science companies and serves as a workforce development resource that provides laboratory experiences for high school and college students.
Beall is very involved at the University of California Irvine. He is the current Board Chair of UCI Beall Applied Innovation (BAI), founded in 2014 by the Beall family to bring campus-based inventions and entrepreneurship together with Orange County's business community. BAI supports job creation, promotes economic growth and provides resources to faculty, innovators and entrepreneurs to facilitate connections between UCI and industry, guiding large corporations to tap the school’s research capabilities and working with investors wanting to financially support promising new companies.
At UCI’s Merage Graduate School of Business, Beall is the co-founder and past chairman of the Beall Center for Innovation & Entrepreneurship, one of the university’s Centers of Excellence institutes whose mission is to shape the next generation of entrepreneurs and innovators by offering hands-on experience and an immediately useful education about the process and importance of entrepreneurial enterprises. He also serves on the Merage School Dean’s Advisory Board and was a founding board member of its Center for Real Estate.
In the private sector, Beall serves on the board of CT Realty (Irvine, CA) and Fieldstone Homes (Salt Lake City, UT). He earned his BA in Economics and MBA in Finance/Real Estate at UCLA.
Jim Carey is a Senior Principal of Stone Point Capital, a $19 billion private equity firm, and a member of the Investment Committees of the Trident Funds. He joined Stone Point in 1997 from Merrill Lynch & Co. Prior to joining Merrill Lynch & Co., Carey was a corporate attorney with Kelley Drye & Warren LLP. He is a director of numerous portfolio companies of the Trident Funds, including Alliant Insurance Services, Inc., Citco III Limited, Enstar Group Limited, the holding company of Amherst Pierpont Securities, Oasis Outsourcing Corporation, Privilege Underwriters, Inc. and Sedgwick Claims Management Services, Inc.
Carey received his BS from Boston College and followed on by attending Boston College Law School for his J.D. After law school he received his M.B.A. from Duke University. His volunteer work has included serving on the Advisory Board of the Boys and Girls Club of Greenwich, CT and the Board of the Waterside School of Stamford, CT.
Gary Coughlan is a retired senior executive with a background in Finance, Strategy, Information Technology and Investor Relations/Public Affairs. Coughlan retired from Abbott Laboratories as the Senior Vice President, Finance and Chief Financial Officer overseeing Treasury, Controllership, Tax, Audit, Corporate Strategy and Development, Investor Relations, Public Affairs, Information, Technology, E-Commerce, Administration and Purchasing.
Coughlan received his BA from St. Mary’s College of California, his MBA in Economics from the University of California Los Angeles, and his MBA from Wayne State University in Michigan. He has served on various boards throughout his career, including at Visa, Arthur J Gallagher and Co, Hershey Food Corporation and several others.
Coughlan engages in numerous community endeavors, including serving as a lifetime director on the Chicago Botanic Garden Board of Directors and an emeritus director on the Chicago Catholic Charities Boards of Advisors. He has also served as a regent of St. Mary’s College of California. He currently serves on the NPS Foundation’s Board of Trustees.
Coughlan has five children and resides with his wife in Naples, FL and Carmel, CA.
Dr. Richard Elster was Academic Dean and Provost of the Naval Postgraduate School from 1995 to 2006. In earlier years, he served as Associate Provost for Instruction, as a department chair at NPS, and held the Navy's Manpower Chair at that institution.
Elster has served in several Department of Defense positions in Washington, D.C. In the mid-1980s, he served as Deputy Assistant Secretary of the Navy for Manpower and as Acting Assistant Secretary of the Navy for Manpower and Reserve Affairs. In this period, he was also tasked to establish what is now known as the Personnel Security Research Center, an organization reporting to the Office of the Secretary of Defense. For his work, he was twice awarded the Navy's Distinguished Civilian Service Award.
In the early 1990s, he served as the Deputy Assistant Secretary of Defense for Resource Management and Support.
Elster was recently selected as a Fellow of the California Council on Science and Technology. He currently serves on the Board of Trustees for the NPS Foundation. He resides with his wife Janice in Monterey, California.
Chris Fussell is the President of McChrystal Group. He is an author of the 2015 New York Times bestseller, Team of Teams: New Rules of Engagement for a Complex World as well as 2017 Wall Street Journal bestseller, One Mission: How Leaders Build a Team of Teams. He joined McChrystal Group as a Partner in 2012.
Chris was commissioned as an Officer in the United States Navy in 1997, and spent the next 15 years on US Navy SEAL Teams, leading SEAL elements in combat zones around the globe. From war-torn Kosovo, to counter-terrorism operations in Iraq and Afghanistan, to highly specialized efforts in the troubled areas of the Arabian Peninsula and North Africa, he experienced and led through the modern evolution of the US military’s Special Operations community, first on SEAL Teams Two and Eight, then in the Naval Special Warfare Development Group.
Chris was selected to serve as Aide-de-Camp to then-Lieutenant General Stanley McChrystal during General McChrystal’s final year commanding the Joint Special Operations Command (JSOC), where they served for a year together in Iraq. He witnessed first-hand the Special Operations community’s transformation into a successful, agile network.
Karen Hargrove is a retired executive at the Microsoft Corporation. During her tenure with Microsoft, Hargrove worked in research and advanced development for the company’s digital office systems. In her leadership role, she guided and helped to implement Microsoft’s vision for integrating personal computers with other office technologies. Hargrove was instrumental in creating new business worldwide and overseeing the growth of Microsoft product technology. Prior to joining Microsoft, Hargrove worked on software development for ATL and on advanced hardware design and software development for Digital Equipment Corporation. Her broad oversight and experience include government security and encryption, Intel chip design, 3D graphics, digital books, font technology, and natural language.
Hargrove is a graduate of the University of Kansas. Hargrove currently volunteers her time as a Vice President of the Board of Trustees for the NPS Foundation and chair of the funding committee. She has an interest in Green technology and continues to maintain an active involvement with high technology.
Robert Jaunich is Founding Partner of Calera Capital, LLC, a private equity firm managing in excess of $3 billion in assets. Prior to founding Calera Capital and its predecessor Fremont Partners in 1990, he was a member of the Chief Executive Office of Swiss-based Jacobs Suchard AG, president and CEO of Osborne Computer Corporation, president of Sara Lee Corporation (NYSE) and executive vice president of Memorex Corporation (NYSE). He began his career at Procter and Gamble in Cincinnati.
Robert (Bob) has served on more than 20 boards, including chairmanships of Coldwell Banker (real estate), Kinetic Concepts (healthcare- NYSE), Juno Lighting (NASDQ) and Crown Pacific (timber-NYSE). He received his bachelor's degree from Wesleyan University and his MBA from the Wharton School of the University of Pennsylvania, where he served five years on the Graduate Board. He also engages in numerous community endeavors, including past chair of the Palo Alto Medical Foundation, president of the National Recreation Foundation (youth at risk), and the President’s Advisory Committee of the Boys and Girls Clubs of the Peninsula. He is also a Life Member of YPO and YPO Gold.
He and his wife Kathy live in California and have three grandchildren who have attended the U.S. Naval Academy.
Craig Johnson is a Partner at Wood Warren & Co. Mr. Johnson has almost 30 years of investment banking and private equity investing experience. Prior to joining Wood Warren & Co., Craig served as head of North American Private Equity at ABN Amro and previously was with Price Waterhouse Coopers Securities as the head of its technology and communications practice. He began his career with Dean Witter Reynolds in New York City.
Johnson’s investment banking experience includes working with a variety of companies such as Albertson's, Amgen, Cisco Systems, Credence Systems, EMC, Franklin Covey, Infineon, Infonet, KLA Instruments, Lam Research, Oregon Steel, Red Hook Brewing, Sharper Image, Siemens and Telstra.
Johnson received his BA from Harvard College and an MBA from Stanford University. He was in the Naval ROTC and served in the US Navy Reserves for two years and was deployed to Vietnam. Johnson engages in numerous community endeavors, including humanitarian trips abroad and serving on the board of Monterey Museum of Art.
Mr. Johnson and his wife Christine reside in Pebble Beach. He enjoys golf and cycling.
Mark Kaufman is the founder and Executive Chairman of Athletico Physical Therapy which offers outpatient orthopedic rehabilitation in twelve states and over 550 locations. He attended the University of Iowa, receiving his Bachelor of Science degree in Athletic Training and Physical Education in 1986. In 1988, Kaufman obtained an M.S. in Exercise and Sports Sciences from the University of Arizona, and in 1989 he earned his B.S. in Physical Therapy from Northwestern University.
In 1991, Kaufman opened his first rehabilitation center on Clark Street in the Gold Coast Area of downtown Chicago. Athletico’s reputation as a top-quality provider of outpatient physical therapy enabled them to expand their services and drive their expansion. The growth of Athletico’s outreach programs has mirrored the advancement of their patient care. Athletico is proud to be the official physical therapy and athletic training partner to organizations at all levels – from professional sports teams, to colleges and high schools, to elite endurance events, performing arts groups, and gymnastics programs. Notable partnerships include:
Over the past 29 years, Kaufman has carefully monitored the growth of his company and recently stepped into the role of Executive Chairman. Athletico is proud to provide the following specialty services to the communities we serve with Physical Therapy: hand therapy, women’s health, spine school, vestibular/concussion, pediatrics, video throwing and running analysis, running and endurance programs, and personal fitness and golf programs. Athletico remains very much a close-knit, caring place to work, where a strong work ethic, commitment to continuing education, and dedication to superior customer service and community service are highly valued.
Mark and his wife Mary Ann, have three daughters. Mark has been a board member at Big Brothers Big Sisters of Metropolitan Chicago since 2004 and served as Board Chair for two terms. He is also a member of the Arthritis & Orthopedics Leadership Committee at Rush University Medical Center, an Executive Council member of the Chicago Sports Commission, Illinois Physical Therapy Foundation Board member, Director of the Western Golf Association - Evans Scholar Foundation, and a founding member of the board of directors for Operation Walk Chicago. He has also served as a member of the board of directors for the University of Iowa’s Center for Advancement since 2018.
At Stanford, Lisa Lapin expanded the overall use of communications technology, Web and social media programs and oversaw a transition from print to electronic daily news production. Total viewership on Stanford’s centrally managed platforms now exceeds 6 million monthly. She developed university-wide strategic communication plans and implemented a new university visual identity and toolkit. She serves as the university’s primary spokesperson to the media and advises senior leadership as a member of the university Cabinet. Among communications initiatives have been programs to promote the arts and new additions to the university Arts District. Her team of 47 includes executive communication, internal communication, video production, publications, and photography.
J. Paul Getty Trust
Reporting to Getty President and CEO James Cuno, Lapin will be responsible for working collaboratively with the Getty’s four programs to develop Trust-wide communications strategies and communicate the Getty’s institutional vision across digital, social media, and traditional platforms.
Dr. Steven Lerman has more than 40 years of experience in higher education, most recently serving as Provost for the Naval Postgraduate School (2016-2020). Prior to that, he served as the provost and executive vice president of academic affairs at The George Washington University from 2010-2015 and as the A. James Clark professor of civil and environmental engineering from 2010-2016. As provost, Lerman was responsible for The George Washington University's 10 schools and colleges, athletics, the Division of Student Affairs, and the university library.
Lerman is a past Lilly Teaching Fellow, and the recipient of several teaching awards including the Maseeh Teaching Award, as well as the Advisor of the Year award through the National Association of Graduate and Professional Students. He has both chaired and served as a member of countless academic, industry and government advisory boards, and is broadly published in his field of transportation systems analysis.
Lerman received his Bachelor of Science and Master of Science degrees in civil engineering, and his doctorate in transportation systems analysis from MIT.
Susan M. Byrne is the Founder and Vice Chairman of Westwood Holdings Group, Inc. a registered investment advisor trading on the New York Stock Exchange (NYSE:WHG). In addition, Byrne served as the Company's Chief Investment Officer from inception until 2011. She retired as an employee in June, 2015 and now serves as a consultant.
Founded in 1983, Byrne serves a variety of institutional clients, such as corporate pension funds, religious organizations, endowments and foundations. Byrne serves on the Boards of Westwood Management and Westwood International Advisors (WIA), WHG subsidiaries. Westwood currently manages over $21 billion in assets.
Byrne currently serves as Vice Chairman of the WHG Board as well as serving on the board of Westwood Trust, WHG's subsidiary serving high net worth investors. She is a Trustee of the Dallas Mayor's Grow South initiative to enhance economic activity in the southern sector of the city. She is also a Trustee of The Dallas Museum of Art, where she serves as Treasurer and is a member of the Executive Committee. Ms. Byrne is a former board member of University of Texas Investment Management Company (UTIMCO), City of Dallas Employees Retirement Fund, The Governor's Business Council, The Dallas Citizens Council, First Presbyterian Church of Dallas Foundation (where she served as Chairman of their Investment Committee) and former Trustee of Southwestern Medical Foundation.
Byrne is a member of both the New York and Dallas Societies of Securities Analysts. She has been featured on CNBC and in numerous financial publications such as; Barrons, Smart Money, Wall Street Journal, Kiplinger's and Fortune. Byrne has over forty-five years of Wall Street, portfolio management and plan sponsor experience.
Michael C. Morgan is a co-founding partner of Triangle Peak Partners, LP and serves as its chairman and chief executive officer. Since 2004, he has served as president and chief executive officer of Portcullis Partners, LP, a private investment partnership and one of Triangle Peak’s largest limited partners. He also serves as the lead director of Kinder Morgan, Inc. (KMI) which is one of the largest energy infrastructure companies in North America, owning an interest in or operating more than 85,000 miles of pipelines and 150 terminals. Morgan joined Kinder Morgan at its founding in early 1997 and headed Kinder Morgan’s corporate development efforts until 2001, completing 23 acquisitions worth more than $5 billion. He then served as president of KMI until 2004. Mike received an MBA from Harvard Business School and both a bachelor's degree in economics and a master's degree in sociology from Stanford University.
Morgan represents TPP on the board of Sunnova, a leading rooftop solar company. He has previously served on the boards of Bunchball, Lytx, and SCIenergy. Mike is a frequent volunteer at Stanford University, currently serving as the national chair of The Stanford Fund, and as a member of the Undergraduate Cabinet, the Precourt Energy Institute, the DAPER Fund, and the Parents’ Advisory Board. He has previously served on the boards of two public energy funds affiliated with Kayne Anderson and as an adjunct professor in the Practice of Management at the Jones Graduate School of Business at Rice University in Houston.
Scott Negri has been in commercial real estate since 1985, beginning his brokerage career with the Fresno, CA office of Coldwell Banker. Negri left in 1991 to join Commercial Retail Associates, Inc. as a partner with the firm.
In 1991 Negri and his wife Kim formed SKN Properties to focus on retail shopping center development and acquisition. Negri is a member of the International Council of Shopping Centers and Retail Brokers Network. He served on the Board of Directors of the Central California Chapter of Make- A-Wish Foundation from 1999 to 2010, holding the position of Board President from 2007 to 2010.
In 2010, the Negri family moved to the Monterey Peninsula full time coinciding with their twins starting high school at Stevenson.
From 2013-2019 Negri served on the Board of Directors for the Boys and Girls Club of Monterey County.
Negri’s education is from California State University, Fresno, Bachelor of Science Degree in Business Administration, Marketing.
William S. O’Donnell, Jr. (Bill) is the founder and Managing Director of Trek Productions, a Houston-based private equity firm focused on making seed capital investments in early stage companies in bio-tech, financial services, energy, real estate and entertainment.
Prior to starting Trek, O’Donnell was the CEO of Energy Equipment Corporation, which he purchased with an investment group in 1997. Over the course of 10 years, O’Donnell grew EEC from a small regional manufacturer of replacement parts for oilfield equipment, to a large international engineering and manufacturing company, with offices and operations in the Middle East, India, and the U.S. By the time he sold EEC to T3 Energy in 2007, EEC had developed high-pressure oilfield technology that was the standard for subsea drilling systems around the world.
Before acquiring Energy Equipment, Bill spent 10 years at Prudential Bache Securities, where he was a leader in their Institutional Fixed Income division. Bill holds a BA from the University of Texas at Austin.
O’Donnell and his wife Suzanne have been married over 35 years and have four daughters. Bill and Suzanne are active in and support a number of charitable causes including Bo’s Place Bereavement Center, TEACH – To Educate All Children, The Girl Scouts of America and St. Cecilia Catholic Church. Bill and Suzanne also support the University of Texas at Austin, where Bill is a member of the President’s Associates, and Texas Christian University in Fort Worth, where Bill served on the Board of the Neeley Center for Entrepreneurship.
VADM Dan Oliver, a native of Camden, South Carolina, was commissioned through the Naval Reserve Officer Training Corps program at the University of Virginia in June 1966. A Naval Aviator, he holds both Bachelor and Master’s Degrees from the University of Virginia where he also served as Associate Professor of Naval Science. Additionally, he is a graduate of the Harvard Business School Advanced Management Program and was a White House Fellow.
Flying the Navy's P-3 Orion patrol aircraft, specializing in detecting and tracking submarines, Oliver completed eight operational deployments around the world during the Cold War while assigned to Patrol Squadrons Ten, Eight, Thirty and Sixteen. He commanded Patrol Squadron Sixteen and Patrol Wing Two. As a Flag Officer, he served as Commander, Fleet Air Forces Mediterranean and commanded coalition air operations in support of the United Nations embargo of the former Republic of Yugoslavia.
VADM Oliver is also a veteran of the Pentagon, where he served two Chiefs of Naval Operations as Administrative Assistant, then as Executive Assistant. He has directed several key Navy headquarters divisions, including the Total Force Training and Education Division, where he supervised mobilization of Naval Reservists called to active duty during Operation Desert Storm. In subsequent OPNAV assignments, first as Director, Assessment Division and then as Director, Programming Division and Director, Fleet Liaison Division, he was instrumental in shaping a balanced investment program for all Navy resources.
In September 1996, VADM Oliver became the Chief of Naval Personnel and Deputy Chief of Naval Operations for Manpower and Personnel. He was the primary advocate for sailors, both officers and enlisted, from recruitment through retirement. During three years in this position, he formulated and instituted personnel policies that guided the Navy through a critical transition from post-Cold War drawdown to a steady state force, fully prepared to enter the 21st century with the highest quality men and women in the Navy's history.
Following his active duty Navy career, VADM Oliver spent a year as an independent consultant. Then, in December 2000, he joined Science and Engineering Associates, Inc. (SEA} an Albuquerque, NM based company as a member of its Board of Directors and as President and CEO of its Louisiana subsidiary, SEA Information Services, Inc. In January 2003, SEA moved its headquarters to New Orleans and he became President of SEA. In January 2004, SEA was bought by Arlington Capital and merged with ITS Services, Inc. to form Apogen Technologies, Inc. At that time Oliver joined the Apogen Technologies' Board as a Director and became President of the National Security Sector, the company's largest operating unit. Apogen Technologies provided a wide range of technology products and services, primarily to federal government clients. In September 2005, Apogen was acquired by Quinetiq, Ltd. and became part of Quinetiq, N.A. in the fall of 2006.
In April 2007, VADM Oliver was appointed by the Secretary of the Navy as the first full time civilian President of the Naval Postgraduate School (NPS) in Monterey, CA. NPS has offered advanced degrees in a broad spectrum of subjects to military officers and civilians in the national security sector for over a century. During President Oliver's tenure, NPS met all accreditation standards and experienced significant growth both in number and diversity of students and faculty and in the amount and scope of research funding. He retired from federal service in December 2012. Oliver currently chairs the Monterey Bay Defense Alliance and is a member of the California Governor's Military Council.
Andy Paul is the managing member and a founding member of Sopris Capital.
Mr. Paul has been actively engaged in private equity and venture capital investing for more than 30 years, primarily in the healthcare industry. In 1984, he joined Welsh Carson Anderson & Stowe (1984-2000), a private investment firm that specializes in venture capital/LBO opportunities, after working for the venture capital group of Hambrecht & Quist as an Associate (1983-1984). Since its founding in 1979, Welsh Carson has become one of the oldest, largest and most successful private equity investment firms in the U.S. focusing exclusively on information services, communications, and healthcare. During his 16 year tenure at Welsh Carson, he was jointly responsible for healthcare investing and was one of two lead partners for 38 investments in the healthcare industry, serving on the board of directors of 11 companies that successfully completed public offerings. At the time he left the firm in 2000, he had held a position on the Management Committee as a senior executive of the firm, and the firm had grown to an aggregate capital base of approximately $12 billion, which was an 84 times increase in capital over Mr. Paul’s tenure with the firm. Mr. Paul retired from Welsh Carson in September 2000 to focus his time on his other investment interests including Sopris Capital.
Andy Paul is the Founder and Chairman of Enhanced Capital Partners (ECP), a state-sponsored small business investment vehicle formed in 1999 to provide capital to small and emerging companies in specified geographies. Since its founding, ECP has raised $450 million of capital. He is also the co-founder and managing partner of Enhanced Healthcare Partners, a $600 million equity fund focused on buyouts and growth capital investments in lower middle-market companies in the healthcare industry.
Andy received his B.A. from Cornell University in 1978 and his MBA from Harvard Business School in 1983. He is a Trustee of the Cancer Research Institute and a Trustee Emeritus of Cornell University. He lives in Bronxville, New York with his wife Margaret and their four children.
Thomas M. Prescott retired in 2015 as president and CEO of Align Technology, the maker of Invisalign, after 13 years of leading the company. Under his leadership, Align grew from a struggling new initial public offering (IPO) with slowing revenue growth, negative gross margins, little market adoption by dentists and orthodontists, and an unsustainable burn rate, into a category leader. Over his tenure, Align established clear market leadership by leveraging product and technology innovation, and aggressive go-to-market initiatives, while building Invisalign into a billion-dollar brand. Today, Align’s market capitalization is in excess of $20 billion.
Prior to Align, Mr. Prescott served as president, CEO and board member of Cardiac Pathways Corporation, a leader in intervention treatment for dangerous cardiac arrhythmias. In 2001, Cardiac Pathways was acquired by Boston Scientific. Before Cardiac Pathways, Mr. Prescott served in executive, general management, marketing and sales roles at Nellcor, the pioneer in pulse oximetry and patient safety monitoring, GE Medical Systems, and Siemens. Mr. Prescott has a degree in civil engineering from Arizona State University and a master's degree in management from the Kellogg Graduate School of Management.
Mr. Prescott continues to serve as a director of Align Technology, as well as chairman of EarLens Corporation, the venture-backed inventor of a new light-based hearing aid. Mr. Prescott also serves as a board member for The Navy SEAL Foundation and supports The Navy SEAL Foundation along with other military, food bank and child-focused charities. Mr. Prescott is an active investor and supports entrepreneurship and innovation initiatives at The Fulton School of Engineering at Arizona State University.
David leads the protection and security of Apple’s new products worldwide.
Prior to joining Apple in 2011, David helped global organizations respond to the increased sophistication of cyber adversaries and their technological advances. Serving in technical and leadership roles at the National Security Agency and the United States Navy, the U.S. government awarded him for developing security configuration and design guidance for critical national infrastructure and global networks. For nearly two decades, David shaped the discussion and practice of cybersecurity. His experience is the basis for his critically acclaimed book "Geekonomics: The Real Cost of Insecure Software."
David holds a Master of Science in Information Warfare and Systems Engineering from the Naval Postgraduate School (NPS). He serves on the NPS Foundation Board focusing on cyber initiatives.
Dr. Leonard M. Riggs, a native of Longview, Texas, attended Centenary College of Louisiana and the University of Texas Southwestern Medical School. He interned at the University of Tennessee and then served in the U.S. Navy as a flight surgeon for the First Marine Air Wing in Vietnam. After returning from the military in 1972, he began his career as an emergency physician at Baylor University Medical Center in Dallas, where he eventually became chief of emergency medicine. Dr. Riggs was recognized nationally through his involvement with emergency medicine at all levels including being a past president of the American College of Emergency Physicians and serving on the American Board of Emergency Medicine and numerous other medical societies. Dr. Riggs founded the precursor to EmCare, Inc. in 1972. In 1994, EmCare became a public company with Dr. Riggs as its CEO. The company was bought by another public company in 1997, and after four years, Dr. Riggs retired to become a private investor managing family interests through a firm known as Riggs Management, Inc. In 2010, he was asked by EmCare to reinvest and be a member of the board again.
Because of his experience as an officer of a public company, Dr. Riggs was chosen as a board member of Prentiss Properties Trust in 1996, which merged into Brandywine Realty Trust in 2006. In 2004, Dr. Riggs was elected to the board of Westwood Holdings Group, Inc., an institutional asset management firm that provides services to institutions and high net worth individuals. Dr. Riggs resigned from this board in 2006 to pursue other interests. He is also an affiliate of two private equity funds, CIC in Dallas and Lindsay Goldberg Bessemer in New York.
Dr. Riggs has been a member of the Young Presidents Organization and now belongs to the World Presidents Organization. He also serves or has served on the boards of Southwestern Medical Foundation, Dallas Citizens Council, Centenary College, Dallas Center for the Performing Arts, and is a past president of the board of St. Marks School of Texas. He is the past chairman of the Baylor Healthcare System Foundation Board of Trustees and is currently chairman of the Board of the North Dallas Shared Ministries.
Andrew B. Rosenberg is from New Orleans, where he currently lives with his wife and two daughters. Andrew, along with Daniel Hathaway, recently founded Lynx Capital and Lynx Opportunity Funds. Lynx Capital focuses on multifamily ground-up developments and existing product acquisitions. He was previously with Howard Weil, a premier energy investment bank based in New Orleans covering over 150 energy companies in all spectrums within the energy sector including institutional sales and trading. During his 18 years at Howard Weil, Andrew served institutional accounts around the country with regards to energy banking, sales and trading. As director of institutional sales, he primarily focused on institutional accounts in New York City. In December 2005, Andrew, along with his partners, Cooper Manning and Paul Pursley, purchased Howard Weil from Legg Masson. In December 2012, the business was sold to Scotia Capital, owned by Scotiabank based in Toronto, Canada.
In addition to his extensive financial and investment background, Andrew is involved in various civic organizations. Rosenberg serves on the board of the Bayou District Foundation in New Orleans as well as the NPS Foundation.
Julie Roth is a Wealth Manager at Monterey Private Wealth. She is an Accredited Investment Fiduciary® and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Prior to joining MPW, Julie spent 20 years in the U.S. Air Force and retired as a lieutenant colonel in 2013. She worked in acquisitions conducting data analysis on newly developed weapons systems, and later in international relations advising senior leaders on military-political affairs. Julie holds an MS in Financial Planning from the University of Georgia, an MA in Organizational Management from George Washington University, an MS in Applied Statistics from the University of Northern Colorado, and received her BS in Mathematics from the University of Arizona.
Julie is a native of South Dakota and has lived in several places during her military career, but is very happy to call Pacific Grove home. She enjoys spending time with her husband and son, traveling, golfing, and soaking up the beautiful scenery around Monterey Bay.
Robert J. Skinner II is Co CEO and Founding Partner at IEQ Capital. Mr. Skinner has served as an advisor to wealthy families, entrepreneurs and institutional investors since 1998. He began his career at Fidelity Investments, before joining Merrill Lynch as first vice president of investments. In 2008, Mr. Skinner co-founded Luminous Capital, an independent registered investment advisory firm. At Luminous, he served as the co-head of investment research and co-manager of portfolio construction. Luminous Capital managed $5.5 billion in assets when it was acquired by First Republic Bank in 2012 and the team now manages more than $14 billion in assets. In 2017, Mr. Skinner was named one of America’s top wealth advisors by Forbes. He was also named as one of “America's Top 100 Advisors” by Barron's Magazine in 2014, 2015, 2016 and 2017.
Active in the community, Mr. Skinner serves on the board of directors for The First Tee of Monterey County and the board of directors for The Pebble Beach Foundation. Mr. Skinner also serves on the board of The University of Connecticut Foundation and serves on the Investment Committee. In addition, he and his wife support the American Heart Association, The Monterey Museum of Art, and The Boys and Girls Club of Monterey. Mr. Skinner holds a bachelor's degree in political science from the University of Connecticut.
Michael Shute received his B.A. in business finance in 1972 from Cal State Fullerton followed by a business finance M.B.A. in 1973 from U.S.C. Shute was in the corporate lending division of Union Bank and Philco Ford as a senior financial analyst before co-founding TBG Financial in 1984 where he remained CEO until 2012.
In 2006, TBG Financial merged with Mullin Consulting to form MullinTBG, which then became the largest independent national firm to provide corporations and their executives with executive benefits and compensation strategies, plan administration and financial advisory services.
When MullinTBG was acquired by Prudential, Shute remained with Prudential for an additional 4 years as CEO of MullinTBG and was also a member of Prudential Retirement’s senior executive committee. Mr. Shute retired from Prudential at the end of 2015, once MullinTBG’s integration into Prudential was complete.
Mr. Shute currently is an investor and serves on multiple boards; Trigemina Corporation, a drug development company and Kolkin, Inc., a software technology company, respectively. Mr. Shute has also been engaged in numerous community endeavors including serving on the Orange County board of C.A.S.A., and serving as Chairman of United Ways and Los Angeles Corporate Campaign. He was also a board member of Big Canyon Country Club from 2004 – 2008, acting as President from 2007–2008.
Mr. Shute and his wife Cris reside in Pebble Beach, CA. They both enjoy golfing, traveling and spending time with their two children and two granddaughters, as well as their beloved German shepherd.
Mr. Bill Tyler is a retired senior executive with a background in insurance and property investment. Over the course of his career, he served as the president and CEO of Teledyne Life Insurance, Co. and the founder, chairman and CEO of Resource Management Group, a property investment company specializing in real estate historic preservation.
Mr. Tyler received his bachelor's degree and master's degree from the University of California Berkeley. During his time at UC Berkeley, Mr. Tyler participated in Air Force ROTC becoming Deputy Wing Commander. He served as a pilot and missile project officer in the United States Air Force.
Mr. Tyler engages in numerous community endeavors, including founding the Heart Institute at Community Hospital of the Monterey Peninsula and serving on boards for the Carmel Public Library Foundation, Westminster College, Church of the Wayfarer Foundation, Carmel Bach Music Festival, The National Winston Churchill Museum and the Johns Hopkins University Library System.
Mr. Tyler and his wife reside in California. They have three daughters and eight grandchildren.
Norman H. Wesley, (Norm), has been an independent director of Acuity Brands, Inc. since January 2011, Fortune Brands Home & Security, Inc. since September 2011, and Green Mountain Coffee Roasters since July 2012. Wesley served as CEO at Beam Suntory Inc. (formerly Beam Inc.) from 1999 to 2007, and served as its president and CEO since 1998. Wesley joined Fortune Brands Home & Office, Inc. in 1984, serving as CEO from 1997 to 1999. He served as president and CEO at Fortune Brands since 1999 and served as its vice president of corporate development since 1987. He served as CEO of Fortune Brands, Inc. since December 1999 until December 2007 and served as its chairman from 1999 to 2008.
Wesley began his career at Crown Zellerbach Corporation, where over a ten-year period he held various management positions, including vice president and general manager of the office products group. From 1997 to 1998, he served as the chairman and CEO of MasterBrands Industries Inc. He served as the CEO of ACCO World Corporation from 1990 to 1997. He led the Beam Inc. office products unit for 10 years. He has been the chairman at Green Mountain Coffee Roasters Inc. since 2012. He serves as the chairman of Junior Achievement of Chicago. He served as the chairman of Beam Suntory Inc. from 1999 to 2008. He served as chairman of the board at Keurig Green Mountain, Inc. since 2012. He has been a director at Acushnet Holdings Corp. since 2016. He served as a director at Keurig Dr. Pepper Inc. (also known as Keurig Green Mountain, Inc.) since 2012. He served as director of Beam Suntory Inc. since 1999. He served as presiding independent director at ACCO Brands Corporation from 2013 to 2014 and served as its director since 2005 until 2014. Wesley served as an independent director of R.R. Donnelley & Sons Company from 2001 to 2008. He served as a director of Enable Holdings, Inc. since 1998 and Pactiv LLC (formerly Pactiv Corp.) from 2001 to 2010.
He serves as a trustee at the Glenwood School and the Lake Forest Academy. He serves on the board of the Executives' Club of Chicago. He serves on the Civic Committee of the Commercial Club of Chicago. He is a recipient of the ADL's Torch of Liberty Award and the City of Hope's Spirit of Life Award. Mr. Wesley has a bachelor's in finance and an MBA from the University of Utah.