Junior Board of Advisors

Lily Ambrosius

Senior Client Engagement Specialist, FEG Investment Advisors, XU 2018

Lily Ambrosius is a Senior Client Engagement Specialist at FEG Investment Advisors, an institutional investment advisory firm based in Cincinnati. With a certificate in ESG investing from the CFA Institute, and a strong focus on securing and retaining client relationships, Lily specializes in assisting organizations that aim to align their investments with their unique missions. In addition to her professional role, Lily contributes to her community as a board member of Welcome House, a nonprofit organization dedicated to ending homelessness in Northern Kentucky. Originally from Traverse City, MI, Lily settled in Cincinnati, OH, after graduating from Xavier in 2018.

Kristen Brauer

Vice President of Finance, USA Brands, XU 2017 

Kristen Brauer is the VP of Finance for USA Brands, the parent company of Vermont Flannel and All American Clothing Co. Prior to USA Brands, she held roles in banking and professional services at the Federal Home Loan Bank of Indianapolis and Katz, Sapper & Miller. Kristen is a proud Xavier and Orr Fellow alumna, and a current post-baccalaureate accounting student at Northwestern.

Matt Carroll

Wealth Management Analyst, Bahl & Gaynor, XU 2020

Matt Carroll is a Wealth Management Analyst at Bahl & Gaynor. As an analyst, Matt assists portfolio managers with general research, portfolio management and client service. In addition, he supports Bahl & Gaynor’s financial planning efforts including cash flow projections, generational wealth preservation and transfer, charitable intentions and retirement strategies. Matt graduated from Xavier University’s Williams College of Business with a B.S.B.A in Finance. As an undergrad, he was involved with the D’Artagnan Capital Fund serving first as an analyst and then as Chief Operating Officer. Matt currently holds his CERTIFIED FINANCIAL PLANNER^TM designation and is a member of the Financial Planning Association (FPA) of Southwestern Ohio.

Kirsten Comment

Investment Specialist, J.P. Morgan Private Bank, XU 2019

Kirsten Comment is an Investment Specialist in the Cincinnati office of J.P. Morgan Private Bank. Kirsten oversees the sophisticated portfolio scenarios of a wide range of clients, including business owners, executives, successful individuals and their families. Kirsten began her career at Fifth Third Bank, developing strengths in financial analysis, portfolio modeling and investment strategy. Now at J.P. Morgan, she is excited to be working closely with the individuals on whom she is having an impact. Kirsten graduated cum laude from Xavier University’s Williams College of Business with a B.S. in Finance and a minor in Economics. As an undergrad, she was involved in making strategic recommendations for a graduate-level, student-run investment fixed income portfolio that managed a portion of Xavier’s endowment. Kirsten is a Level III CFA® candidate, and is a member of both the CFA Society of Cincinnati and the Association for Corporate Growth (ACG).

Patricia N. Crawford

Medical Service Corps Officer, U.S. Air Force Reserve, Second Year PhD student, XU 2013

Patricia N. Crawford is a second-year Ph.D. student majoring in Business Administration with a specialization in Finance. Patricia is also a Medical Service Corps Officer in the U.S. Air Force Reserve. She has over 15 years of professional work experience in private and federal accounting, telecom, and the U.S. military. Patricia holds BS and MS degrees in Accounting from Xavier University (OH) and American Military University, respectively. Her research interests include Corporate Finance – specifically corporate governance. Patricia is currently serving as the President of the Graduate Student Association (GSA) whose mission is to enhance the academic, intellectual, and social activities of its 2,000 members.

David M. Croft, CFP®, AWMA®

Financial Advisor, XU 2017

David graduated from Xavier University in 2017 with a Finance degree and minor in Economics.   Residing in Cleveland with his wife, Hayli (XU ’16), and son, Brooks,  David works in the private wealth management industry.  As an advisor for UBS, he works closely with multi-generational families providing a consultative approach to managing, preserving, and distributing their wealth.  David maintains his CERTIFIED FINANCIAL PLANNER designation, serves as the Xavier Alumni Cleveland Chapter President, and volunteers as a mentor for College Now Greater Cleveland.  

Conor P. Davis

Capital Structure Analyst, Red Cedar Investment Management, XU 2021

Conor P. Davis is an Investment Analyst for Red Cedar Investment Management. He started in the industry when he joined Red Cedar in 2020 as an intern and began working full time as an Investment Analyst-Capital Structure, Equity in 2021. Mr. Davis graduated Xavier University with a BSBA in Finance and in Business Analytics. As an Investment Analyst, Mr. Davis performs research for Red Cedar Equity strategies.

David DiFiore, CFA

Financial Advisor, Morgan Stanley, XU 2015 

David DiFiore, CFA, is a Financial Advisor at Morgan Stanley where he provides comprehensive investment management and wealth planning strategies for high-net-worth clients.  He brings over 6-years of industry experience where he was previously a Private Banker at J.P. Morgan. David earned a BSBA in Finance from Xavier University and is also a CFA Charterholder. He is a member of the Detroit Athletic Club spending time being active in the athletic department, the wine club, and the car club. David enjoys golfing, traveling, trying out new restaurants, and most importantly, spending time with his family and friends.

Emily Hogya

Associate Investment Manager, Foster & Motley, XU 2017

Emily Hogya has always been dedicated to the pursuit of both intellectual excellence and personal connection. A Cincinnati native, she attended The Summit Country Day School in Hyde Park and earned the distinction of Valedictorian upon graduation. She translated her enthusiasm for learning to her college experience at Xavier University, where she graduated from the Williams College of Business summa cum laude with majors in Finance, Economics, and Accounting and a minor in English. She completed two finance capstones through involvement in the D’Artagnan Capital Fund and local business consulting. While at Xavier, she also pledged to Delta Sigma Pi, a national professional business fraternity, and participated in the Xavier Honors Program.

Upon graduation, she gained several years of experience as a senior portfolio analyst at institutional investment management firm FEG Investment Advisors. In 2022, she found a home at Foster & Motley, a local wealth management firm where she currently works as an Associate Investment Manager. She is passionate about helping clients achieve the financial security to pursue all of their passions through a comprehensive, thoughtful, and personalized wealth management program. In her free time, Emily loves spending time with her family, having a cocktail with friends at one of Cincinnati’s many new restaurants, and traveling out West, particularly to Arizona.

Jenna Kay

Operational Finance Leadership Program (OFLP), GE Aerospace, XU 2019

Jenna is in the Operational Finance Leadership Program (OFLP) at GE Aerospace supporting top business priorities as a project manager. She started her career in the Financial Management Program (FMP) after graduating from Xavier in May of 2019. She is originally from Rochester, NY and enjoys travelling, reading & cheering on Xavier basketball (go X!) in her free time.

Nate Monastra

Associate Director, WestEnd Advisors, XU 2020, MBA 2021

Nate earned his degree in Finance and his MBA from Xavier University. He was awarded the Presidential scholarship for his academic achievements. He was also named the 2020 Rothwell Award Recipient at Xavier University. The Rothwell Award is presented annually to one student for completing the Finance major with the highest distinction. Additionally, Nate was a three-year captain of the Xavier University baseball team.

Alexander Moore

Investment Banking Associate, Q Advisors, XU 2018

Alex Moore is an Associate at Q Advisors, a TMT focused investment bank with offices in Denver, San Francisco and Munich. Alex works with clients across a variety of verticals including cloud communications, digital infrastructure, IT and managed services, and software and technology. In his role, Alex acts as a strategic and financial advisor to companies completing majority sell-side and buy-side M&A transactions, raising equity and debt capital, and organizing balance sheet recapitalizations and restructurings.

Tony Petretti

Associate, ArkMalibu, XU 2018 

Tony is an Associate at ArkMalibu where his daily responsibilities include supporting senior bankers in company/industry related intelligence, financial modeling, and preparation of marketing materials. He began his career as an analyst for Cincinnati based investment consulting company where he researched, monitored and recommended money managers within the domestic equity asset class. He supported the senior consultants in managing a broad range of non-profit clients with an aggregate value of over $1B. Tony graduated Magna Cum Laude from Xavier University’s Williams College of Business with a Bachelor of Science in Business Administration with a major in Finance and a minor in Economics. During undergrad, he was selected as one of fourteen students to provide strategic consulting services to a publicly traded company in the Cincinnati area and served as an Analyst for Xavier’s D’Artagnan Capital Fund managing $2.6 million of the University’s endowment. In his spare time, he enjoys hockey, long distance running, reading, and exploring the outdoors with his wife, Kirsten.

Joe Sunderman

CEO, J Capital & The Bruin Fund

Sunderman is the CEO and Co-Founder of The Bruin Fund. The Bruin Fund is a value investment hedge fund. Sunderman also founded Cincinnati-based holding company J Capital, which focuses on investing in Midwestern businesses led by entrepreneurial owner-operators. Joe and his wife Jenny (Xavier 2010) live in Cincinnati with their 5 children and their dog, Miss. James Posey.

Matt Tarka

Director of Portfolio Management, Concentric Wealth Management, XU 2018

Matt Tarka has been Director of Portfolio Management at Concentric Wealth Management since August 2023. An expert in investment management, Matt helps with research, due diligence, asset allocation decisions, investment model construction, trading, and operations for our wide array of private wealth clients, trusts, corporate assets, and 401k plans. Matt has been in the wealth management space since he graduated Xavier University in December 2018 where he majored in Finance and has been in a variety of operations and investment roles throughout. Matt is involved in the community through the Cincinnati Concours d’Elegance which he runs the social media strategy for and the Kenton County Republican Party where he is an Executive Committee member. While not at work or being active in the community, Matt enjoys homebrewing and working on all things mechanical. Matt lives in Edgewood, KY with his fiancée, Dakota, and their two dogs, Willett and Weller.

Brendan Tenney

Assistant Director of Admissions, Canisius High School, XU 2016, MBA 2020 

Brendan was born and raised in Buffalo, NY and attended Xavier University, where he received a Bachelor of Science in Business Administration (BSBA) in finance and economics in 2016 and a Master of Business Administration (MBA) in 2020. Following graduation, Brendan completed the Finance and Accounting Leadership program at Fifth Third Bank, and spent a total of five years at the bank in various corporate finance and accounting roles. After moving back home to Buffalo in 2021, Brendan began a new role as the Assistant Director of Admission at his alma mater, Canisius High School. He also helps coach the Canisius freshman basketball team. An avid Buffalo sports and Xavier Musketeers fan, Brendan can often be found watching or playing various sports. He is a food and beverage connoisseur who also enjoys watching shows, reading books, and listening to podcasts.

Ellie Thompson

Senior Financial Analyst, Fifth Third, XU 2017

Ellie grew up in Columbus, Ohio and moved to Cincinnati to attend Xavier, where she graduated from in 2017. She currently resides in Ludlow, KY with her dog, Rudy, and cat, Dewey. Ellie began her career at Macy’s in their Finance Executive Development Program, then made the move over to Fifth Third, where she has been for three years. Ellie currently works as a Senior Financial Analyst dedicated to forecasting the bank’s Consumer Deposits.

Adam Tortelli, CFP

Associate Advisor, First American Bank, XU 2017

Adam graduated from Xavier as a finance major in May of 2017. After settling in on the wealth management space, he became a CFP® practitioner in November of 2021. Adam most enjoys helping clients achieve magis in their life by relieving financial anxiety and accomplishing intentional goals. He hopes to use his vast experience at major financial institutions to benefit the next generation of Musketeers in finance.

Emily Wagner

Chief Financial Officer, Tiffin & Willard Hospitals, XU 2017, MBA 2023

Emily completed her Bachelors (2017) and MBA with a concentration in Finance (2023) at Xavier University. For her undergraduate degree, she majored in Health Administration with a minor in Finance. After her undergraduate degree, Emily worked at UC Health on the Payor Relations team as a Financial Analyst. After a few years at UC Health, she moved to Bon Secours Mercy Health where she was promoted to a Senior Financial Analyst (Financial Planning & Analysis, Integration Management & Transformation Office). In 2022, she was promoted to the Assistant Chief Financial Officer at Clermont Hospital and in 2023, she moved to her current role as the CFO of Tiffin & Willard Hospitals. Emily has always enjoyed the healthcare industry as it has a high level of complexity and is constantly evolving. Outside of work she enjoys being active and spending time with her two cats, Pleume and Brighton.

Patrick Weimer

Commercial Analyst, Key Bank, XU 2019

Patrick Weimer is a 2019 graduate of Xavier University with a Finance major and Economics minor. He lives in Anderson Ohio, spends most of his time DIYing his house blasting Led Zeppelin, Pink Floyd, and Steely Dan. Prior to his role at Key Bank, Patrick was a Senior FP&A at Milacron and in Portfolio Management at US Bank. In his free time, Patrick enjoys baseball, video games, his guitars, and power tools.

Will Zimbler

Head of Growth, LISNR, XU 2020

Will Zimbler is a 2020 graduate from Xavier University, while majoring in finance and holding leadership experiences across campus throughout his four years. Ranging from working as intern in the Fifth Third Trading Center, Manresa Orientation Leader, or working alongside Xavier Athletics, these experiences have allowed Will to grow as Head of Growth at LISNR. Based in Over-The-Rhine, LISNR is a payment technology start-up, backed by Visa, Intel, Synchrony Financial, and more.