Alexis Allen ’17
Financial Advisor, the Teixeira Loughran Group, UBS
Alexis is a wealth manager focused on supporting entrepreneurs, successful female leaders, and next-generation investors. She brings a modern, relationship-first approach to working with high-net-worth clients and founders, shaped by experience as Chief of Staff at Carta and as a member of the Core Management Team at Bridgewater Associates. She began her career through a Global Wealth Management Graduate Training Program at UBS and has since built a practice at the intersection of finance, entrepreneurship, and community. Alexis has advised and angel-invested in several companies, with a focus on diverse-led founders. She serves on the boards of The Robin Hood Foundation, Food Bank for NYC, Vital Voices Global Partnership, the Tory Burch Foundation Fellowship, and the Boston College Alumni Association. Outside of client work, she co-hosts the podcast Dreaming Big, exploring the journeys of founders building from the ground up, and brings people together through curated events and intimate programming across the NYC founder and investor community. Alexis holds a Bachelor of Science in Finance and Entrepreneurship from the Carroll School of Management at Boston College.
Mian Azmy ’02
Managing Director, STIFEL
Mian Azmy was a 2002 Finance major graduate from CSOM. He started in the JPMorgan Equities Sales & Trading program and joined the US Equities sales desk. Mian spent the next 24 years working at JPM, spanning client coverage across institutional investors such as hedge funds, mutual funds, and sovereign wealth funds. He recently left JPM to join the US equity sales desk at Stifel. Mian resides in New York City with his wife and 2 daughters, ages 7 and 11. Mian currently serves on the Executive Committee for the AHANA Alumni Leadership Council for Boston College.
Jacqui Canney ’89, P’21
Chief People and AI Enablement Officer, ServiceNow
Jacqui Canney is the chief people officer at ServiceNow, leading all talent strategies for the company’s rapidly growing global workforce. She is focused on constantly improving employee experiences by putting people at the center and enabling them through technology.
Prior to joining ServiceNow in September 2021, she served as chief people officer at WPP and Walmart, driving complex transformations. Previously, Jacqui worked at Accenture for 25 years, where she played a pivotal role in supporting the rapid growth of the business.
Committed to advancing future innovation and enabling business leaders of all levels and backgrounds, Jacqui advises startups that share her passion for improving user experience and advancing health in the workplace. From serving on the boards of Project Healthy Minds, the Institute for Corporate Productivity (i4cp), and Boston College, to meeting with dozens of entrepreneurs and nonprofits annually to learn about their business models, give advice, and make investor connections, she is passionate about using her experience to lift others.
Tracy Child ’01
Managing Director, Wealth Advisor, J.P. Morgan Private Bank
Tracy Child is a Managing Director and Wealth Advisor in the New York City office of J.P. Morgan Private Bank. As a member of the Financial Sponsors Group, she works closely with private equity partners and other sophisticated clients to strategically navigate the complexity inherent in structuring andtransferring institutional-scaled wealth.
Tracy enjoys collaborating with clients to define their concerns, intentions and priorities. She taps the breadth of J.P. Morgan to map out customized wealth plans designed to protect and transfer assets across generations, ensure a smooth business succession or support a philanthropic mission—all while minimizing tax exposure and unintended consequences. Tracy serves as a trusted advisor to those she works with, and is known for her relatability and ease in clearly explaining often-complicated structures, ensuring that clients feel comfortable and confident in the approach.
As a former practicing attorney and law firm partner, Tracy is highly regarded by professional colleagues for her extensive background in multi-generational wealth preservation and tax law. She has consistently been honored with industry accolades over her 20-plus year career, including Best Lawyers in America–Trusts and Estates, New Jersey Law Journal–Leader of the Bar, and New Jersey’s Super Lawyers, among others.
Tracy earned a Master of Law in Taxation, LL.M., from New York Law School and a J.D. from Seton Hall University School of Law. She received her B.S. from Boston College, where she graduated cum laude, was on the Women’s Club Rugby team, and worked as a tax intern at Arthur Andersen LLP.
Before joining J.P. Morgan, Tracy was a Partner leading the Trusts & Estates Practice at Sherman Atlas Sylvester & Stamelman. Previously, she served as Counsel in the T&E Practice at Riker Danzig Scherer Hyland & Perretti LLP and a Corporate Tax Senior Associate at Deloitte & Touche LLP. Tracy and her husband, Jimmy, reside in Avon-by-the-Sea, New Jersey, with their three young children. Her family of five enjoys soccer, basketball and skiing, and are happiest when spending time together on the beach.
Emily Filangieri ’12
Global Head of University Relations, Citi
Emily Filangieri joined Citi in 2015 and is the Global Head of University Relations. In this leadership position, Emily is responsible for the strategic direction and management of Citi’s engagement with universities, ensuring strong pipelines of early career talent across all business lines. Her work encompasses relationship management, program development, and strategic initiatives to attract top candidates to Citi.
Emily holds a B.A. in Psychology and Marketing from Boston College. She is passionate about talent acquisition, investing in early career staff, and developing future leaders. With a decade of experience at Citi, Emily has built a diverse and impactful career within human resources. Prior to her current role, she supported key divisions including treasury and trade solutions, client analytics, and capital markets. Emily’s earlier career includes experience as a legal recruiter at Winston & Strawn LLP.
Beyond her professional achievements, Emily previously served on the board of Wall Street Associates for St. Jude Children’s Hospital. She now serves as a Corporate Ambassador for BC’s Wall Street Business Leadership Council. Emily resides in New York with her husband and their two young sons.
Chris Hentemann ’90, P’23,’28
Managing Partner and Chief Investment Officer, 400 Capital Management
Chris Hentemann organized and launched 400 Capital Management LLC (400CM) in October 2008. Chris is the Managing Partner and Chief Investment Officer of 400CM as well as the Chair of the firm’s investment and executive committees. Prior to 400CM, Chris was head of global structured products at Bank of America Securities where he led the strategy for lending, securitization, trading, sales, research and investment management of residential and commercial mortgage asset-backed securities, CLOs, tax and credit derivatives. Prior to joining BAS, Chris was vice president and a senior trader in residential mortgage securities, CMOs, and derivatives at Salomon Brothers Inc. Chris began his career at CS First Boston where he was responsible for trading and structuring residential mortgage securities, CMOs, and derivatives. Chris serves on the executive committee for the BC Wall Street Business Leadership Council, and the board of directors for Domus Kids and the Henrik Lundqvist Foundation. Chris graduated from the Carroll School of Management at Boston College in 1990 with a bachelor of science in finance.
Julia Ho ’17
Brand Director, Hennessy Prestig, Monet Hennessy
Julia Ho is Brand Director for Hennessy Prestige in the US, leading the development and implementation of luxury brand marketing strategies to drive business growth, enhance consumer engagement, and support luxury brand desirability. She has been with Moët Hennessy for five years and previously held the role of Senior Brand Manager for Dom Pérignon and Consumer Engagement Manager for Veuve Clicquot, Moët & Chandon, and Chandon California. Prior to Moet Hennessy, Julia began her career in Marketing at PHD Media (a subsidiary of Omnicom Media Group), working in integrated media and investment strategy for SAP SE and Diageo. She graduated from Boston College in 2017 with a B.A. in English and minor in Hispanic Studies.(including a total of over 40 jury trials) and/or litigated a variety of matters in federal and/or state courts ranging from Massachusetts to Georgia and throughout Pennsylvania. He has a JD from Suffolk University Law School and an MBA from Villanova University.
Joe Irineo ’03
Managing Director, Morgan Stanley
Joe Irineo is a Managing Director and Head of Cross Asset & Special Situations Sales in Morgan Stanley’s Institutional Equity Division in NY. He has been at the firm for over 18 years and is responsible for managing relationships with many of their most meaningful equity accounts. Joe is Co-Chair of MS’ firmwide Family Network. He sits on the MS Equity Diversity Council, as well as serving as the program leader for the firm’s Equity Sales & Trading Analyst Program. He received his MBA from Cornell and BS from Boston College. Joe lives in New Jersey with his wife, Charlene (also BC '03), and 2 daughters.
Richard “Rich” Jacobsen ’99, JD’03
Partner, Orrick, Herrington & Sutcliffe LLP
Richard Jacobsen, leader of Orrick's Financial Services Litigation practice and member of the firm’s 12-person Management Committee, represents some of the world’s largest financial services companies in complex and high-value disputes. For over a decade, Rich has successfully defended clients against billions of dollars of claims arising out of the 2008 financial crisis, securing some of the most favorable settlements and trial and appellate victories that have set precedents and significantly impacted the finance industry and his clients’ exposure. While continuing that work today, he also guides investment banks and asset managers through their most significant commercial disputes.
Julio Jimenez ’97
Managing Director, BDO USA, LLP
Julio has served in leadership roles at the national office for two different Big 4 public accounting firms, his own tax advisory law firm, and the Internal Revenue Service National Office of the Chief Counsel in Washington DC. Julio is highly skilled in financial services and capital markets. Julio will also be studying to enter the priesthood for Puerto Rico this fall, and volunteers with those struggling with addiction.
Anna Kelleher ’00
Chief Financial Officer, One Rock Capital Partners
Anna Kelleher is the Chief Financial Officer of One Rock Capital Partners, LLC. Prior to joining One Rock, Anna served as director of finance at The Riverside Company, where she was primarily responsible for Riverside’s flagship middle market buyout fund and its structured capital fund. Prior to The Riverside Company, Anna was a manager in Capital Source’s Corporate Finance Group.
Anna also held various corporate finance roles at AOL Time Warner and at Pfizer. She began her career at Ernst & Young LLP, where she was an assurance supervisor in the Financial Services Group.
Anna earned a B.S. in accounting from the Carroll School of Management. She is a also Certified Public Accountant.
Martin Kelly P’26, ’28
Chief Financial Officer, Apollo
Martin Kelly has served as Chief Financial Officer of Apollo Global Management since 2012. In this role, he has financial oversight of Apollo Asset Management and Athene, as well as group financial operations including treasury, investor relations, strategic finance, tax, and audit. Prior to the merger of Apollo with Athene in 2022, he additionally served as Co-Chief Operating Officer from 2019. From 2008 to 2012, he was with Barclays Capital and, from 2000 to 2008, with Lehman Brothers Holdings Inc. serving in senior finance and banking roles. Martin previously spent 13 years with PricewaterhouseCoopers LLP and was appointed a partner of the firm in 1999.
Martin was educated in Australia, earning a Bachelor of Commerce degree majoring in finance and accounting at the University of New South Wales (1988), as well as a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (1990). He was licensed as a Chartered Accountant in Australia and a CPA in the United States. Martin is a trustee of The Hotchkiss School, a director of The US Olympic and Paralympic Foundation, and a member of the executive committee of the BC Wall Street Council. He also serves on the scholarship selection committee of The Pat Tillman Foundation.
Andrea Lisher ’98
Managing Director, Head of Americas, J.P. Morgan Asset Management
Andrea Lisher, Managing Director, is Head of Americas, Client for J.P. Morgan Asset Management, overseeing the businesses which serve clients in North America and Latin America. Collectively, these businesses are responsible for nearly $2 trillion in client assets under management across private & public market solutions. Lisher is a member of both the Asset Management Operating Committee and the Asset & Wealth Management Operating Committee. She was a recipient of Pension & Investments inaugural Influential Women in Institutional Investing award, recognized with the Game Changer Award by Women in Financial Markets and honored as Woman of the Year by Women Finance. Lisher serves on the Boston College Board of Regents, the Executive Board of Directors for the International Tennis Hall of Fame and the Board of Directors of Third Option Foundation. She earned her B.S. from the Carroll School of Management at Boston College.
Brock Menard ’15
Senior Principal, Centerview Partners
Brock Menard is a senior principal at Centerview Partners, based in New York, where he focuses on strategic advice and mergers and acquisitions (M&A) transaction execution for healthcare services, technology companies, and private equity firms. He joined Centerview in 2018 and over the course of his career has advised on transactions exceeding $30 billion in total deal value.
Before joining Centerview, Brock started his career at Deutsche Bank in the Consumer & Business Services Group in New York. He received a BS from the Carroll School of Management, where he studied finance and economics and was a four-year member of the men’s rowing team. He resides in New York City with his wife and son.
Jonathan “Jon” Rather ’82, P’10, ’12, ’14, ’17
General Partner, Welsh, Carson, Anderson & Stowe
Jonathan Rather ’82 is currently a senior advisor at the private equity firm Welsh, Carson, Anderson & Stowe (WCAS) after serving for 27 years as a general partner and member of the Investment Committee and Management Committee. With more than $35 billion under management, his responsibilities included portfolio/investment management, finance, financial reporting, investor relations, and managing the firm’s overall operations. Previously, he spent 14 years with the Goelet Investment Office, serving as chief operating officer and chief financial officer, and he currently serves on the Goelet Investment Advisory Committee. Prior to Goelet, Jon spent three years with Arthur Andersen & Co. He has been involved with several charitable organizations focused on education and community outreach, including over 25 years of service as treasurer, Executive Committee, and Board member of Domus, which assists more than 1,500 underserved and underrepresented youths and their families in Stamford, Connecticut. He earned a bachelor’s degree in accounting from Boston College and a master’s degree in taxation from Pace University. Jon and his wife, Mary, reside in Stamford, Connecticut, and have four children; all are BC alumni.
Ned Roseberry ’93, P’25
Senior Managing Director, Evercore ISI
Ned Roseberry is a Co-Founder of Evercore Institutional Equities, and Senior Managing Director at Evercore ISI. He is the product manager for Evercore ISI, coordinating cross-firm content engagement across the firm’s research, sales, and trading teams. In his sales role, he specializes in the financial institutions sector. He also serves on the Evercore ISI Management Committee and steers the logistics for the Evercore ISI Investment Policy Committee.
Prior to joining Evercore as one of the founding partners of the Evercore Equities team in 2010, Ned spent 17 years as a Managing Director and U.S. financial specialist salesman at Fox-Pitt, Kelton (FPK), as well as a member of the FPK U.S. Equities Management Committee.
He graduated from BC’s Carroll School of Management with a B.S. double major in finance and marketing.
Marisa Sullivan ’07
Head of ESG Business Operations, Capital Group
Marisa Sullivan is the ESG business operations principal at Capital Group, home of American Funds. She has 17 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Marisa was head of U.S. ESG research at Bank of America. Earlier in her career at Bank of America, she was an equity analyst. She holds a master's degree in international economics from Johns Hopkins University and a bachelor's degree in international studies from Boston College. She also holds the Chartered Financial Analyst® designation. Marisa is based in New York.
Suzanne Sweeney ’07
Vice President, Banker, J.P. Morgan
Suzanne serves as a trusted advisor to some of New York's most sophisticated founders, executives, and real estate principals, helping them manage their personal balance sheets. She and her team partner with her clients and their tax and legal advisors to establish an investment and wealth management plan that addresses their banking, borrowing, investing, planning, and insurance needs. She acts as her clients’ fearless advocate to leverage the full resources of the firm, and to deliver customized strategies that help grow, protect and transfer their wealth. Previously, she served as a private wealth advisor at Morgan Stanley. She earned a bachelor’s of science in both economics and finance from Boston College.
Daniel “Dan” Tonkovich ’13
Vice President, Blue Owl Capital
Dan Tonkovich is vice president of portfolio company operations & transformations at Blue Owl Capital, where he is focused on operational improvements and value creation across Blue Owl’s portfolio of investments.
Prior to joining Blue Owl, Dan spent over a decade as a senior management consultant at A.T. Kearney and Deloitte, where he teamed with company executives and financial sponsors on growth strategy, corporate development (mergers, acquisitions, divestitures, and ventures), and operational transformation projects for private equity–backed portfolio companies and Fortune 100 enterprises.
Originally from the Pacific Northwest (near Portland, Oregon), Dan started his career in New York City after graduating from theCarroll School of Management in 2013. In 2019, he also earned an MBA from Columbia Business School, where he was a private equity fellow.
While at BC, Dan was highly active in student life. Among other involvements, he was senior editor for The Heights, an ambassador for the Winston Center for Leadership and Ethics and a graduate of its Jenks Leadership Program, a council member for the Shaw Leadership Program, a Kairos retreat leader, a Campus Ministry service trip participant to Brazil, an undergraduate research fellow, and a member of the intramural football team.
Dan is an active BC alum, passionate about advancing the University’s mission and providing the same beneficial mentorship he received as a student. He is currently a part of the Wall Street Business Leadership Council and previously served on the GOLD Leadership Council and as co-chair of the Class of 2013’s 5th- and 10th-year Reunions.
Brian Willer ’93
Managing Director, Deutsche Bank Securities Inc.
Brian jointly heads up Deutsche Bank’s Global Autotech and North American Automotive coverage, based out of New York. Since 2001, Brian has been a key member of Deutsche Bank’s Industrials corporate finance team, focused on developing and executing M&A transactions, public equity and debt offerings, and private placements.
Brian began his career with seven years at Arthur Andersen LLP in Boston, focusing on assurance and business advisory, principally in the manufacturing, energy and technology sectors. Brian earned a BS from Boston College and an MBA from the Kellogg School of Management at Northwestern University.