Board of Directors

President

David Crean

Objective Capital Partners, LLC
Committee Liaison

Jeralin Cardoso

Sheppard Mullin Richter & Hampton LLP
Committee Liaison

Chris Calvert

Prophetic
Finance

Josh Donnelly

Shoreline Partners, LLC
Membership

Jason Femrite

Procopio Cory Hargreaves & Savitch
Marketing Chair

John Foley

Arrow Up Partners
Committee Liaison

Brent Glova

Vantage Point Advisors, Inc.
Programs

Leo Klijn

Henberger
Board Member

Betsy Lemaire

Signature Analytics
Committee Chair

Carlos Martinez

Haskell & White LLP
Committee Chair

Jay McCabe

Comerica Bank
Programs Co-Chair

Dorothy McLin

Programs Co-Chair

Stuart Moss

Keystone Capital Markets
Board Member

Keith McKenzie

Delphi Private Advisors
Board Member

Mathew Oatman

Wells Fargo
Board Member

Todd Poling

Vantage Point Advisors, Inc.
Board Member

John Rains

Alliant Insurance Services
Programs

Jim Stewart

PKF, LLP
Sponsorship Co-Chair

Andrew Stinnett

Insperity
Membership Chair

Kim Ufford

Levitzacks
Programs

Kurt Wickham

West Partners
Executive Director

Judy Susser-Travis

Committee Liaison

Courtney Moore

ACG San Diego
Finance

Michele Lambert

Vista Community Clinic