Advisory Board

The AIM Advisory Board provides valuable guidance to the AIM course. Near the end of each semester, the AIM analysts give a formal presentation to the members of the Advisory Board. The presentation focuses on performance attribution, individual security analysis and portfolio management and allows the Advisory Board to provide constructive feedback and advice for the AIM analysts.

The current AIM Advisory Board members are:

Board Member Position Firm
John Affleck-Graves Executive V.P. University of Notre Dame
Mark Brown Vice President Platte River Ventures
Michael Carroll Senior Vice President Merrill Lynch
Charles Cascarilla Portfolio Manager Cedar Hill Capital
Kevin Casey Founder Casey Capital
Robert Conway Partner Goldman Sachs
Stephen DuFour Portfolio Manager Fidelity Investments
William Hank Chairman & CEO Farnham Investment Group
Brian Hogan Head of Investment Solutions Fidelity
John Jordan II Chairman & CEO Jordan Industries
Nicole Korczak Vice President Oryx Capital International
Jenni Kleine Lanktree Managing Director Davidson Kempner Capital Management
Jessica Mattes Vice President, Private Wealth Management Goldman Sachs
Kenneth Meyer
Richard Murphy Managing Partner Cross River Capital Mgt.
Jennifer Nettesheim Vice President Wellington Mgt.
Frank Potenziani President M & T Trust
Michael Purcell National Sales Director Brandywine Asset Mgt.
Thomas Roderick Managing Director Stifel Nicolaus
John Rudolf Chairman Summit Capital Mgt.
Thomas Schreier Vice Chair of Investment Mgt. Nuveen
Carl Sibilski Managing Director Oyster Capital Mgt.
William Smith Managing Director Morgan Stanley
Christopher Zepf Portfolio Manager Kingdom Ridge Capital