Finance Advisory Board
The Finance Advisory Board is comprised of successful alumni and friends of the Department of Finance. The Board draws upon their professional expertise to advise the Dean, Department Chair, and faculty on strategic planning, curricula, student mentorship, co-ops, job placement, career development, faculty engagement with industry, and alumni affairs. In addition, the Board promotes the Department by highlighting the achievements of faculty, students, and alumni in their professional network. The Board meets once or twice per year. Members are expected to attend meetings and be available to advise the Chair between meeting(s).
Members are selected by the Dean and Department Chair. Prospective members should send a resume and statement of interest to the Department Chair. See the highly successful business leaders who have already made the commitment to serve on the Finance Advisory Board.
Dennis R. Adams
Position: President/Chief Executive Officer and Board Member
American Mutual Share Insurance Corporation (ASI)
Mr. Adams joined American Mutual Share Insurance Corporation as Senior Vice President – Risk Management in April, 1986. He has since moved from Treasurer/Chief Financial Officer to President/Chief Executive Officer and Board Member. In this role, hs duties include the management of a $280 million corporation with a national footprint, employing a 30-person staff, as well as developing and implementing company policies, business strategies and action plans set by the company’s elected board of directors.
BGSU, Bachelor’s Degree, Accounting ‘72
Capital University, Master’s of Business Administration ‘91
Position: Manager, Financial Services
Peter is the Manager of Financial Services for the Northeast Ohio Financial Group of Prudential Advisors since 2019. He is responsible for developing relationships with business leaders within local communities, as well as Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development. Prior to this role, Peter spent 2 years serving as the Manager of Training and Development at Prudential Advisors at Mayfield Heights, OH.
BGSU, B.S. Business Administration, Financial Planning ‘14
John E. Bowen
Cantor Fitzgerald [Retired]
John retired from the Atlanta office of Cantor Fitzgerald in 2018. He worked for 35 years in the capital markets helping institutional investors develop strategies to increase the risk-adjusted returns of their fixed income portfolios. Prior to joining Cantor Fitzgerald in 2005, John worked for Legg Mason Wood Walker and Wachovia Bank in Atlanta. He is also an author, and has written three investment management books and taught asset liability management at the American Bankers Association’s Stonier Graduate School of Banking from 1996 to 2000.
BGSU, Bachelor of Science, Accounting ‘74
Kennesaw University, Master of Business Administration, ‘20
Kennesaw University, Master of Science, Information Systems ‘20
Position: Managing Director of Asset Management
Washington DC-Baltimore Area
After 14 years at Abbot Downing, Daniel became the Managing Director of Asset Management in March 2019. Prior to this role, he was the Director of Portfolio Construction and Analytics, overseeing strategic and tactical asset allocation guidance for taxable and tax-exempt model portfolios, maintaining a focused list of conviction managers in traditional asset classes research and selection, among other management responsibilities. And prior to Abbot Downing, Dan was a portfolio manager at Lowry Hill
BGSU, B.S. Business Administration, Finance ‘05
University of Chicago - Booth School of Business, Master of Business Administration, Finance, Economics, and Statistics ‘14
Sachem Cove Partners
New York City, NY
Tom is a BGSU Finance Graduate in May 2016, where he also was a member of the Varsity Men’s Ice Hockey Team. Upon graduating, he worked at SMBC for three years in leveraged finance in New York City. He later would go on to work at Aozora Bank for one year as a Credit Analyst investing in leveraged bank loans in New York City. Since July 2021, he has been working at Sachem Cove Partners, a hedge fund specializing in energy & natural resource investing in New York City. He received the Chartered Financial Analyst (CFA) designation in July 2020.
Position: Principal and Owner
Grand Street Capital Management, L.L.C.
Perry has over 23 years of professional investment experience, and now serves as the Principal and Owner of Grand Street Capital Management, L.L.C. (GSCM), a North Carolina registered investment advisory firm. In this role, he oversees the processes of investment research, portfolio construction and management, trading, and all marketing activities. Perry is active in community related activities, and currently serves on the Executive Committee of The Twenty, a Winston-Salem, North Carolina based think tank dedicated to providing economic empowerment and access to capital to North Carolina’s marginalized communities.
University of Michigan, Bachelor of Arts, Sociology ‘89
BGSU, Master of Business Administration, Finance ‘94
Sabal Capital Management
Greater LA Area
In 2010, William founded Sabal Capital Management, LLC, an investment management firm with approximately $150MM Assets Under Management. He has over 20 years of special situation investing throughout the capital structure, and his investment strategy focuses on mispriced companies going through corporate change (reorganization, spin-outs, asset sales, turnaround efforts, and operational hiccups). Previously, he was a Partner and Portfolio Manager at Spring Point Capital Management, formerly Botti Brown Asset Management, where he was Portfolio Manager of the Spring Point Special Situations Fund.
BGSU, Bachelor of Science, Finance ‘98
Position: Chief Financial Officer
The Shelly Company
Erin Crandall is Chief Financial Officer of The Shelly Company. Erin joined the company in May of 2022 following a successful tenure at Dana, Inc., a Tier 1 automotive supplier of propulsion and energy management solutions. She began her career at Dana in Enterprise Risk Management and progressed through roles of increasing responsibility in operational and corporate finance including: Investor Relations and strategic planning, Plant Controller, Treasury management, Group Controller, and Financial Planning and Analysis. Erin earned a bachelor’s degree from the University of Mount Union and an MBA from Bowling Green State University.
Timothy M. Egloff
Position: Senior Vice President
Fifth Third Bank
For the past 15 years, Tim has been with Fifth Third Bank in Cincinnati, Ohio, and currently serves as the Senior Vice President of Healthcare Banking, In this role, he works with hospital systems and healthcare providers on capital structure design and execution, revenue cycle optimization, and liquidity management. Tim is active in the community, serving on multiple Boards and Committees including: LifeCenter Organ Donor Network, Butler County Port Authority, Liberty Township Economic Development, and Hoxworth Blood Center.
BGSU, B.S Business Administration, Finance ‘99
Xavier University, Master in Business Administration ‘02
Brendan L. Foley
Position: Managing Principal / Senior Financial Advisor
Wells Fargo Advisors Financial Network, LLC
Brendan has over 25 years industry experience as an advisor, and now is a Managing Principal/Senior Financial Advisor of an independently owned financial practice in Central New Jersey, Wells Fargo Advisors Financial Network, LLC, Member SIPC. Brendan and his team work with a small, selective group of clients that include successful private business owners, senior executives / professionals, affluent families and retirees to assist them with their wealth management needs and financial affairs. Within his community, Brendan has served as a volunteer and participated on various committees for the Rutgers Cancer Institute of New Jersey.
BGSU, B.S in Business Administration, Finance and Marketing ‘92
Position: Assistant Vice President
ETF Operations | Institutional Clients Group
Kyle joined Citi Group in September of 2020 in Tampa, FL as an ETF Fund Analyst in their ETF Operations group, a division of Citi’s Institutional Clients Group. Now, as an AVP with Citi’s ETF ops group, Kyle acts as the intermediary between ETF Issuers and Authorized Participant brokers on the primary market. He mainly oversee the ETF creation/ redemption process, Net Asset Value (NAV) performance, corporate action processing, fund rebalances, and Portfolio Composition File (PCF) Basket processing for next day market trading. In his current role, Kyle manages over a dozen equity and fixed income ETF funds. Prior to joining Citi, Kyle attended BGSU and graduated in May of 2020 from the SCoB Finance program. Kyle was also a member of the BGSU Student Managed Fund in the Fall of 2019.
BGSU, B.S. in Business Administration, Finance, 2020
Position: Vice President of Finance
Carrier of Refrigeration
Palm Beach Garden, FL
Garret became the Vice President of Finance at Carrier of Refrigeration in July 2020. Previously, he spent 17 years at Avery Dennison, a global leader in labeling and packaging materials and solutions. His last role at Avery Dennison was Vice President, Global Finance, working in both Americas and Europe.
BGSU, B.S. Business Administration, Financial Economics
University of California - Anderson School of Management, Master of Business Administration, Finance & Strategy
Engler, Garrow & Roth Ltd.
Matt is a partner at Engler, Garrow & Roth Ltd, focusing on estate planning, business owner succession planning, insurance analysis, and investment management programs. Matt has more than 25 years of financial planning experience, beginning his career in 1986. He also currently serves as President of the Lenawee Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and sits on the board of the Toledo Chapter of the Society of Financial Services Professionals. Matt used to be an adjunct professor of finance at BGSU.
BGSU, B.S. Business Administration, International Business ‘84
David began his professional career in the investment and commodities industry since 1993, gaining significant experience in all phases with particular emphasis on institutional and proprietary trading. He drew on his commodity experience to co-found REV LNG, a full service company providing alternative fuel supply. In this role, he leads the REV LNG team in developing all facets of the logistical supply chain of sourcing, transporting and distributing LNG to domestic customers
BGSU, Bachelor of Science, Political Science/Economics ‘93
Position: CEO, Investment Advisor Representative
North Star Advisory Group
Mark Kangas started North Star Advisory Group in 2013 after more than a decade of working for several prominent Wall Street Firms. As the lead member of the group, he is responsible for the overall client relationship as well as the design and direction of the team’s client investment program. Mark spearheads the portfolio, investment analysis, and the construction of client investment plans. Within his community, he is a member of the Diamond Advisory Board for University Hospitals and Rainbow Babies & Children’s Hospital, organizations he has been supporting for more than a decade.
BGSU, B.S. Business Administration, Accounting and Finance ‘02
Position: Principal and Portfolio Manager
Madison Wealth Management
Experience (from company’s website):
Ed has more than 15 years of research and portfolio management experience. He is a member of the CFA Institute and past President of the CFA Society of Cincinnati. In 2019, Ed was named to the Cincinnati Business Courier’s Leadership Trust which is an invitation-only organization for successful executives. He is very active in numerous charitable and community endeavors including the Inner City Tennis Project, the Peaslee Neighborhood Center, The Jewish Federation of Cincinnati, and more. In 2014, Ed was named to the Cincinnati Business Courier’s Forty Under 40 class, chosen from over 400 nominees as our next generation of leaders.
BGSU, B.S. Business Administration, Finance ‘02
Position: Commercial Finance Leader
AJ is the Commercial Finance Leader for Owens Corning’s Glass Reinforcements Americas business. He has over a decade of corporate finance experience spanning energy, aerospace, and transportation, and is a graduate of General Electric’s Finance Management Program. He received the Chartered Financial Analyst (CFA) designation in March 2019.
University of Notre Dame, BS Physics
Position: Chief Financial Officer and Deputy Chairman of the Management Committee
YUKOS Oil Company [Retired]
From early 2001 until the end of 2005, Bruce was the Chief Financial Officer of YUKOS Oil Company, the then-largest Russian oil company and the 4th largest oil producing company in the world in Moscow, Russia, and served as a Deputy Chairman of the Management Committee and a member of the Executive Committee of the Board of Directors.
Prior to joining YUKOS, Bruce had been Senior Vice President – Finance and Treasurer of PennzEnergy Company. His prior positions also included Vice President and Treasurer of Pennzoil Company, various financial management positions with Marathon Oil Company/USX Corporation, and teaching finance at Bowling Green State University (BGSU). In 2004, he was named the top CEO/CFO in Russia for investor relations by IR magazine, and was recognized as an Outstanding Graduate of BGSU.
BGSU, B.S. Business Administration, Finance ‘72
BGSU, Master of Business Administration ‘73
Jared A. Poff
Position: Executive Vice President, Chief Financial Officer
Columbus, OH/New York City
Jared has served as DSW’s Executive Vice President and Chief Financial Officer since October 2018. Prior to that, he served as their Vice President Business Development and Corporate Finance, and in various other leadership roles. Prior to joining DSW, he was VP Treasurer for Big Lots, a Fortune 500 retail corporation with annual revenues exceeding $5 billion. He has been personally interviewed for and extensively contributed to articles in CFO Magazine, AFP Exchange Magazine, CFO.com, AP Matters, and was named one of the “100 Most Influential People In Finance” by Treasury and Risk Magazine.
BGSU, B.S. Business Administration, Finance and International Business ‘95
Franklin University, Master of Business Administration, Finance and Healthcare Administration ‘00
Position: Assistant Treasurer, Chief Investment Officer
Johnson & Johnson
New Brunswick, NJ
In April 2016, Neil Roache was named Assistant Treasurer, Chief Investment Officer at Johnson & Johnson, in charge of its $22.3B pension trust. Prior to joining J&J, Roach was part of the Exelon Investment Office as Director of Public Markets and Investment Strategy. The Exelon Investment Office oversees approximately $35B in Pension, VEBA, Nuclear Decommissioning Trusts, and Employee Savings Plan assets. Neil and his team were responsible for private equity and real estate investments as well as investment strategy across the different trusts.
BGSU, B.S. Business Administration, Finance, Accounting, International Business ‘96
The Wharton School, Master of Business Administration, Finance ‘04
Position: Senior Investment Professional - Head of Liquid Alternatives
Leo Svoboda joined Nationwide Investments in August of 2017, from Penso Advisors, a global macro hedge fund. At Nationwide Leo leads the team managing the Liquid Alternatives exposure for Nationwide's portfolios. This includes hedge fund strategies, equities, and emerging market debt instruments. Prior to joining Penso he was the head of the $4.5b Liquid Alternatives business at the UPS Group Trust. In this role Leo allocated the preponderance of the Trust’s hedge fund exposure. Leo also invested an opportunistic portfolio under the liquid alternatives umbrella.
In addition to his work in alternatives Leo served as interim Fixed Income Portfolio Manager, developed portfolio wide risk analytics, consulted on portfolio level asset allocation and hedging strategy, and served on the Trust’s investment committee. Leo is a CFA Charterholder and a certified FRM.
BGSU, B.S. Business Administration, Financial Economics, Economics ‘08
The Wharton School, Masters of Business Administration, Finance ‘15
Position: Managing Partner of C. B. Wood Financial LLC
Clayton is the Managing Partner of C. B. Wood Financial LLC, an employee benefits consulting firm located in Charlotte, NC. He graduated from Bowling Green State University in 2017 with a specialization in Finance and Sales/Services Marketing and has earned his Certified Financial Planner designation with the help of the BGSU CFP program. Clayton has been awarded Charlotte's 30 Under 30 and the Health Insurance Industry Rising Star. But, he is most proud of starting a family private foundation, The Wood Foundation, supporting the development of children through leadership, education, and faith.
Updated: 12/08/2022 09:10AM