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    Tag: Investment Management

    Boris Khazin: Visionary Leader in Governance, Risk Management, and Innovation.

    I’m excited to share my professional biography, highlighting my journey as a leader in Governance, Risk Management, Compliance, and Innovation. With over 30 years of experience in scaling businesses, developing cutting-edge solutions, and fostering impactful relationships, I’m eager to continue driving success and innovation in my field.

    Dustin Metcalf: President and Founder of Four C Financial

    Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.

    Andrew Glaze: Chief Investment Officer and Financial Strategist

    Andrew Glaze is a seasoned financial executive with a distinguished career in investment management and strategic advisory roles. Currently serving as the Chief Investment Officer at Equitable Capital, he leverages his extensive expertise in financial analysis and asset management to navigate the complexities of the investment landscape, driving sustainable growth and optimizing portfolio performance. Andrew holds a Bachelor of Science in Computer Science from the United States Military Academy at West Point and an MBA in Asset Management from Columbia Business School, equipping him with a strong foundation in both technical and strategic aspects of finance. In addition to his professional accomplishments, Andrew is committed to community engagement and leadership development. He has served on various boards, including as a member of the Board of Directors at National CineMedia and MEDIACO, where he focuses on strategic planning, diversity and inclusion, and capital markets. His dedication to fostering educational opportunities is evident through his advisory role with Success Academy Charter Schools, and as a New York Board Member for The Mission Continues, he actively supports veterans in transitioning to civilian life. Renowned for his character and integrity, Andrew builds strong relationships grounded in trust and collaboration. His exceptional communication skills enable him to articulate complex financial concepts clearly, fostering a culture of transparency and informed decision-making. Through his work, Andrew Glaze continues to make a significant impact in the financial sector and the communities he serves, embodying a commitment to excellence and service.

    Charles R. Barton: Transformational Executive Leader and Strategic Board Member

    Charles R. Barton is a seasoned executive leader with over three decades of experience driving organizational growth and transformation across diverse industries, including finance, manufacturing, and economic development. Known for his integrity and collaborative leadership style, Charles has served in key roles such as CEO of the Warren & Washington Counties Industrial Development Agency, where he managed over $580 million in local investments, and as Chief Operating Officer at Barton Mines Corporation, overseeing global operations and multi-million dollar projects. As a board member and strategic advisor, Charles brings a deep understanding of financial analysis, governance, and corporate strategy, enabling him to influence complex business decisions and foster sustainable growth. With a proven track record of performance and an unwavering commitment to excellence, Charles continues to be a driving force in the business community, guiding organizations toward long-term success and innovation.

    Jason B. Alexander: Distinguished Corporate and Regulatory Lawyer

    Alexander is a highly accomplished professional with extensive expertise in corporate governance, healthcare regulation, and legal advisory. Currently, he serves as the Chair of...

    Rudy DeLuca: Accomplished Finance and Investment Professional

    Rudy DeLuca stands out in the financial industry with a career marked by his strategic acumen, deep investment knowledge, and exceptional communication skills. As a seasoned professional with over a decade of experience, Rudy has played pivotal roles in leading investment strategies, advising senior leadership, and creating innovative platforms that drive organizational success. His commitment to excellence and his ability to effectively communicate complex financial concepts make him a key asset in the world of finance and investment management.

    Yale Bock: Creating Lasting Value Through Insightful Investments and Trusted Partnerships.

    I’m excited to share my professional journey with you! With over 20 years at the helm of Y H & C Investments, I’ve dedicated myself to creating exceptional value for my clients through strategic asset management and insightful investment strategies. As a Chartered Financial Analyst (CFA), I specialize in growth investing, leveraging my expertise in strategic and tactical asset allocation to help clients achieve their financial goals. My commitment to ethical and effective financial management, combined with my extensive experience, drives me to deliver outstanding results and build lasting partnerships. If you're interested in learning more about how I approach investment management and client relationships, feel free to connect with me.

    Celine Colgan: Innovating Strategies, Inspiring Success; Empowering Growth Through Leadership and Creativity.

    I’m thrilled to share my professional journey and recent updates with my network. As I reflect on my career, I’m proud of the diverse experiences that have shaped my approach to leadership and client relationships. From leading North American institutional business at Matthews Asia to my recent focus on interior design and project management, each step has enriched my perspective and skills. In my current role as an Independent Director on the Finance and Strategic Committee at the Bay Area Discovery Museum, I continue to leverage my expertise in strategic planning, fundraising, and executive coaching. My journey has been a blend of passion and professional excellence, driven by a commitment to innovation and collaborative success. I look forward to connecting with fellow professionals and exploring new opportunities to make an impact. Thank you for your continued support and engagement!

    John Stark: Transforming Complex Challenges into Strategic Opportunities.

    I'm thrilled to share my professional journey with you. With over three decades in financial strategy, restructuring, and investment management, I've had the opportunity to make significant contributions in private equity, distressed securities, and corporate finance. My career has been marked by navigating complex financial landscapes and driving impactful results, earning recognition such as Chicago Crain's "40 Under 40." At PPM America, I've managed high-stakes restructurings and delivered outstanding returns, showcasing my ability to address challenging financial scenarios with precision. I’m passionate about shaping the future of finance and investment, and I invite you to explore my full biography for more insights into my career and contributions.