Economics Advisory Board
Klosterman Baking Company
Ross A. Anderson is the Chief Financial Officer of Klosterman Baking Company. Klosterman Baking Company was established in Cincinnati in the 1890s and today is one of the largest family-owned bakeries in the Midwest, serving restaurants, groceries, hospitals, schools and other institutions both regionally and nationally. Before joining Klosterman, Ross spent 20 years in Milacron Inc.'s global manufacturing business, serving in a variety of financial and operational capacities including Senior Vice President, Finance and Chief Financial Officer and Vice President, N.A. Machinery Technologies. Ross is a 2003 graduate of Xavier's Executive MBA program, and a 1979 graduate of Hillsdale College in Hillsdale, Michigan.
Soft Vista, Inc.
Sandip Basu, is a disciplined, self-motivated and working-business owner and entrepreneur with a diversified background and interests. Sandip has over 20 years of experience in information technology management, multi-million dollar technology program and project management both in public and private sectors. Starting career as a technology professional in Indian manufacturing, banking and software export industries, Sandip moved to United Stated in 1997. Following few years of consulting experience in the US manufacturing and public sector, Sandip founded Soft Vista, Inc. in 2003. Soft Vista has focused on business and technology management consulting in the public and utility sector. At Soft Vista, Sandip takes leads on shaping strategic initiatives, developing and implementing business solutions, team building and change management. Sandip is effective in vendor management as well as internal-external relationship development, mitigating risk and managing costs. As a practicing management consultant, Sandip demonstrates highly strategic and change-agent leadership for diverse group of teams, systems and business functions. Sandip has successfully delivered multi-million dollars, highly visible projects through his equal fluency in technology and business. Sandip is capable of enabling quick alignment of strategic goals among the enterprise stakeholders and deliver communication that is effective among all levels of project team members.
Involved with a various community and non-profit organizations, Sandip is a certified Project Management Professional (PMP) and serves as VP Marketing in the Southwest Ohio PMI Chapter Board of Director. Sandip is passionate about instructing PMI certification classes and mentoring project management professionals. Sandip is also registered with the Xavier University Williams College of Business Mentoring program. Sandip is very active in professional and social communities and a social media contributor.
Driven by his passion for sports and soccer, Sandip has been a USSF Nation Referee Emeritus and State Assessor and Referee Instructor.
Associate Director, Corporate Finance
Procter & Gamble
Eric Baumgardner is the manager of Corporate Forecasts & Analysis, responsible for consolidating the company's sale and earnings forecasts and guidance. He has been at P&G for 14 years, previously working as a global finance manager for Pampers and in P&G's global treasury division. He is a corporate trainer in P&G's internal finance college for initiative valuation, pricing analysis, and forecasting. Eric is also founder and managing principal at Financial Technologies Corp., a provider of corporate financial consulting, business valuation, equity research, and industry analysis. Eric earned his BA in economics at Xavier in 1995 and an MBA in finance from the University of Cincinnati in 1996.
Joe Bourgraf is President and CEO of Ferno-Washington and the Ferno Group of 16 companies around the world that serve the emergency response, mortuary, and aquatic and hydrotherapy markets. Joe joined Ferno in 1990 to lead efforts in marketing, research and development, and international market management. After leading the strategic planning effort in 1998-99, he became President and CEO of Ferno-Washington and the Ferno Group. Joe serves on corporate boards in medical and healthcare related companies. He graduated from Xavier University.
Director, Commercial Service Cincinnati
US Department of Commerce
Marcia Brandstadt is Director of the U.S. Commercial Service in Cincinnati, a division of the U.S. Department of Commerce that promotes trade as a tool for economic development and job creation. In addition to her supervisory role, she works with U.S. companies to market & sell their products and services overseas. Marcia previously served as International Trade Specialist for the Commercial Service in Cleveland and Manager of the World Trade Center in Cleveland. She received her BA from Mount Holyoke College in International Relations and German Studies.
Assistant Vice President, Executive Communications
Federal Reserve Bank of Cleveland
Doug Campbell is responsible for providing strategic counsel to the Cleveland Fed’s president regarding external communications, which includes drafting speeches and media relations. Campbell works out of the Cleveland Reserve Bank’s Cincinnati Branch.
Campbell has more than 20 years of communications experience obtained through positions of increasing responsibility within the Federal Reserve System and the news industry. He has been with the Federal Reserve Bank of Cleveland since 2008 and most recently held the position of executive speechwriter. Prior to joining the Cleveland Reserve Bank, Campbell held communications positions with the Federal Reserve Bank of Richmond and worked as a journalist.
Campbell holds an MBA from the University of North Carolina, Greensboro, and a bachelor of arts degree in history from the University of California, Berkeley.
Account General Manager
Tim Cholvat's 30 year career has been centered around Information Technology. Mr. Cholvat is currently the Account General Manager for the Kroger Company Account for CSC (Computer Science Corporation). In this role he oversees all CSC activities and the relationship with the Kroger Company. CSC is a large multi-national Information Technology Consulting company with 65,000 employees providing services to government agencies, institutions and commercial companies. Throughout
During his 15 years at CSC, he has progressed through increasingly senior levels in commercial accounts in industries including process manufacturing, insurance, high performance computing, consumer packaged goods and retail. Prior to CSC, Mr. Cholvat was employed in Management Systems at Procter & Gamble in Toronto, Canada. Mr. Cholvat was also an elected City Councilor in the Borough of East York in Metropolitan Toronto.
Mr. Cholvat lives with his wife, Susan, and his children, Kelly and Stephen, in Wyoming, Ohio. He has an Economics and Computer Science degree from the University of Toronto. He also graduated from the Xavier Executive MBA program in 2012.
President & CEO
Steve Cuntz is the president and CEO of BlueStar, an international distributor of specialty electronics, including automatic identification, barcoding, RFID, enterprise mobility and point of sale products. In addition, BlueStar provides software solutions for retail, enterprise mobility and supply chain management. In 2003, he was recognized as a winner of Ernst and Young's Entrepreneur of the Year for his work in marketing and value-add partnering for electronics distribution. Steve earned a BSBA and MBA from Xavier University and is a CPA.
Chief Commercial Officer
Meridian Bioscience Inc.
Richard L. Eberly is Chief Commercial Officer of Meridian Bioscience, Inc., a NASDAQ publicly-traded medical diagnostic company. Rick graduated with an MBA from Xavier University. In addition to management, his expertise is in international business, mergers and acquisitions, marketing and sales, and quality systems. He has over 25 years of experience in the medical diagnostic and life science industry. Meridian Bioscience develops, manufactures, and markets more than 200 innovative diagnostic test kits and related products for diagnosing a variety of critical infections.
Simply Money Advisor
Ed Finke is President of Simply Money Advisors, a Registered Investment Advisor Firm located in Symmes Twp. He has over 35 years of experience as an investment advisor and financial planner. He is a voting member of the Simply Money Advisors’ Investment Committee managing over $650 million. He has extensive experience conducting financial education workshops for many major employers in the Greater Cincinnati area.
Ed is co-host of Simply Money heard weekday evenings at 6 on 55KRC as well as a regular guest throughout the week on various 700WLW shows. He also writes a column called Simply Money in The Cincinnati Enquirer Business section every Friday.
Ed is a U.S. Army veteran and a member of the Board of Directors for Honor Flight Tri-State which takes WWII and Korea veterans to visit their memorials in Washington, DC. Ed is a Cincinnati native. He received his BS in Economics from Xavier.
VP of Investments
Morgan Stanley Smith Barney
Joel Handorf is a Vice President at Morgan Stanley Smith Barney. As a member of Graystone Consulting, the institutional consulting group at Morgan Stanley, he provides investment advice, fiduciary support and retirement plan consulting to corporate clients. Joel is an Accredited Investment Fiduciary (AIF), serves on the Research Committee of the 401(k)/Profit Sharing Council of America, is a member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC). He has been nationally recognized for his accomplishments in the retirement plan industry, and earned his BSBA in Economics from Xavier in 1994. Joel lives with his wife Kathy, who he met at Xavier, and their three daughters in Cincinnati, Ohio.
Chief Lending Officer
The Bank of Kentucky
Andy is the Chief Lending Officer of The Bank of Kentucky, a $1.8 billion asset bank, headquartered in Crestview Hills, KY with expansion plans into the Cincinnati market. In this role, he is responsible for the production, profitability and quality of the Bank's loan portfolio. Andy earned his BA from Indiana University in Economics and Psychology and earned his MBA from Xavier University.
Federal Home Loan Bank
David H. Hehman is the retired President and CEO of the Federal Home Loan Bank of Cincinnati, a $77 billion regional wholesale bank serving 738 member financial institutions in Ohio, Kentucky, and Tennessee. David also represents the bank on the Board of the Council of FHLBs. He received his bachelor's degree in economics at Xavier University.
VP & Senior Regional Officer
Cincinnati Branch, Federal Reserve Bank of Cleveland
LaVaughn M Henry is vice president of the Federal Reserve Bank of Cleveland and senior regional officer for the Bank's Cincinnati Branch Office. He is responsible for building and maintaining a strong presence and reputation for the Bank in central and southern Ohio, and eastern Kentucky. Lavaughn has experience in both the private and public sectors, recently serving as senior director of market economics and risk analysis at PMI Group. He previously held positions at Fannie Mae and the Ford Motor Company. Lavaughn earned a bachelor's degree in economics from fellow Jesuit institution Rockhurst University in Kansas City and his PhD in economics from Harvard University.
Senior Financial Analyst
Limited Brands, Inc.
Ryan Hill is a Senior Financial Analyst and a member of the Corporate Finance / Capital Markets team in the company's Treasury Department. In his current role, Ryan's responsibilities center on enterprise-wide cash flow forecasting, management of the company's share repurchase program, and credit reviews of third-party vendors and contractors. In addition, the team handles all capital structure transactions and any M&A activity. Prior to joining Limited Brands, Ryan completed his B.S.B.A. in Economics and International Business at Xavier University in 2008, and he finished his J.D. / M.B.A. at The Ohio State University in 2011. Ryan is also a licensed member of the Ohio Bar (inactive).
VP & General Counsel, Ethics and Compliance Officer
As Chief Legal Officer and Ethics & Compliance Officer of Sogeti USA, Matt manages all legal matters for the multinational organization and assists his executive business team by enabling them to meet their business objectives. Prior to Sogeti, Matt worked for NCR Corporation as Chief Counsel of Managed Services and Business Unit Counsel for its Worldwide Customer Services Division. Matt earned his Juris Doctorate from the University of Dayton School of Law, following his undergraduate BBAs in Accounting and International Business from the University of Cincinnati College of Business. Matt also earned his CPA with the State of Ohio. He and his wife Jennifer and their four children, Josh, Nikki, Ashley and Ally, live in Mason, Ohio.
Microsoft Global Business Manager
Procter & Gamble Company
Bill Keim is the Global Business Manager for Microsoft's partnership with the Procter & Gamble Company. In this capacity since January 2010, Bill leads a diverse global team of business development, technical and partner resources to create and deliver sustained business value.
Prior to his current role, Bill spent two years as a sales director responsible for Consumer Goods, Retail, Distribution and Professional Services industries. Previously, Bill served as the central region distribution and services sales director beginning in 2005. Bill's balanced scorecard in both leadership roles included customer and employee satisfaction, revenue growth, and deployment of Microsoft and partner solutions. Bill's tenure at Microsoft began in 2004 in Cincinnati as an application platform business manager.
Before joining Microsoft, Bill was with NCR in their Teradata division for ten years in Atlanta and Dayton. As an account executive he grew his business by 126% over five years, fostered strong executive relationships with companies including Yum! Brands, Harrah's Entertainment and Saks Inc., and his territory consistently scored in the top 5 percent in customer satisfaction. He also spent five years in corporate and global marketing roles.
Bill earned his MBA from the University of Dayton, participated in Wharton's executive finance program, and earned his undergraduate degree from the University of Cincinnati. Bill is a member of Xavier University's Williams College of Business board. He is an advisor with The Carnegie Visual and Performing Arts Center and the Cincinnati ArtsWave. He and his wife Christina their three daughters, Chloe, Mia and Allie, live in Mason, Ohio.
Attorney at Law
Dinsmore & Shohl LLP
Russell Newsom is an attorney with Dinsmore & Shohl in Cincinnati. His practice includes general business and corporate law with an emphasis on mergers and acquisitions, federal and state securities laws, and government relations. Russell previously served in the Domestic Policy Council in The White House. Russell earned an undergraduate degree in economics from Xavier and a law degree from the University of Chicago.
Group Vice President, Corporate Affairs
The Kroger Company
Lynn Marmer is Group Vice President for Corporate Affairs for the Kroger Co. Kroger (NYSE:KR) is the 5th largest retailer in the world with nearly $100b (US) in annual sales, 367,487 associates and operations in more than 34 states.
Lynn is a member of Kroger's senior leadership team and focuses on reputation management, and leveraging and protecting the company's brand. She leads external communications and brand public relations; media, including social media; government and regulatory affairs; corporate social responsibility and environmental sustainability; community relations and customer service; crisis management communication; cause-marketing and corporate philanthropy. She is President of The Kroger Foundation.
Lynn joined Kroger in 1997 as a senior attorney after a successful career as a partner in the Cincinnati law firm of Dinsmore & Shohl, where she specialized in real estate and financial transactions. When appointed to her current position at Kroger in 1998, Lynn became the first female corporate officer.
She is a native Cincinnatian who earned a B.S. in Education, Summa Cum Laude; M.A. in Urban Planning; and J.D. from the University of Cincinnati. She was the editor-in-chief of the UC Law Review and graduated Order of the Coif. She also completed The University of Cambridge (England) Programme for Sustainable Leadership.
Lynn has extensive public speaking experience including being a key note speaker at the APAS 2014-30th Supermarkets Congress and Business Fair in Sau Paulo Brazil and frequently lectures at the college level on CSR, Sustainability and Women in business.
President & CEO
Fifth Third Bank, Kentucky
Mr. Partridge serves as president and CEO of Fifth Third Bank, Kentucky, which has $2.9 billion in assets. He is responsible for overseeing the day-to-day operations of the bank's five main businesses: Commercial Banking, Business Banking, Retail Branch Banking, Mortgage Lending, and Investment Advisors. He joined Fifth Third Bank in 1997 and has more than 20 years of banking experience. He most recently served as Market President of Fifth Third Bank (Northeastern Ohio) and prior to that position, Executive Vice President and manager of Commercial Banking at Fifth Third Bank (Northeastern Ohio). Prior to moving to Cleveland Mr. Partridge managed the Middle Market and Commercial Real Estate groups in Cincinnati. Mr. Partridge received his bachelor's degree from Xavier University and his master's degree from Indiana University.
Partner & Counsel
Peck Shaffer & Williams LLP
Bradley Ruwe is a partner with Peck Shaffer & Williams LLP and focuses on finance for governments, schools, health care, and economic/industrial development. He serves as the Chair of the Tax-Exempt Leasing Panel for the National Association of Bond Lawyers. He has authored articles on the Uniform Commercial Code and Internal Revenue Code, and he is a co-editor of the Tax-Exempt Leasing Letter. Brad was has been named a "Leading Lawyer" in Cincinnati from 2006 - 2012 in the area of Government/Public Finance by Cincinnati Business Magazine. He received his BSBA in Economics from Xavier University, and his JD from the Chase College of Law.
Senior VP & Chief Investment Officer | Chief Investment Officer
Western & Southern Financial Group | Fort Washington Investment Advisors
Nick Sargen is Senior VP and Chief Investment Officer of the Western & Southern Financial Group and Chief Investment Officer at Fort Washington Investment Advisors, a wholly owned subsidiary of Western & Southern. He is responsible for overseeing the investment activity for all assets managed by Fort Washington and its subsidiaries, more than $40 billion as of June 2012. Before joining Fort Washington, Nick was Chief Investment Strategist for JP Morgan Private Bank, Chief Investment Officer for Global Fixed Income Advisors at Prudential Insurance, and Director of Bond Market Research for Salomon Brothers.
Nick earned his Ph.D. in economics from Stanford University and undergraduate degree in economics at the UC - Berkeley. He frequently writes research articles on global investing in various publications and appears regularly on television business programs.
Director and Vice President, Variable Rate Demand Note Trading and Money Market
Fifth Third Bank
Mr. Thomas M. Winkler (Tom) manages the trading activity for the Fifth Third Securities VRDN Portfolio and Fifth Third Money Market Navigator. He is responsible for managing the $1.8 billion VRDN Portfolio consisting of daily and weekly municipal and corporate debit and the sales activity for the Fifth Third Money Market Navigator. During Tom’s tenure, he has underwritten over 20 billion in VRDN credit enhanced debt since 2004 and provides an extensive knowledge in the VRDN market and Money Market space. Tom is responsible for the introduction of the Fifth Third Money Market Navigator and its success to date.
Tom is earned his MBA at Xavier University’s Williams College of Business in 2014. He received his Bachelor of Science degree in Accounting from the College of Mount St. Joseph in 1998. He is licensed as a NASD Registered Representative (Series 7 license) as well as a NASD Uniform Securities for State Law Agent (Series 63 license).
New Albany Capital Partners, LLC
Dave Worster is Portfolio Manager at New Albany Capital Partners, LLC in Columbus, Ohio. In this role he works with nonprofit organizations, government entities and individuals as part of a team overseeing approximately $250 million in investments. Since leaving the Marines as a Captain in 1991, Dave has worked throughout the financial services industry in the banking, insurance and investment sectors. Dave has also gained extensive experience working in the global transportation and logistics field.He has a BBA with a major in Marketing from Ohio University, received an MBA from Xavier University and was an adjunct professor of finance at Franklin University. Additionally, he has obtained the Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner designations.