Our Advisors

We are seeking Advisory Board members who are interested in:

Leadership coaching to help us lead and steward the organization effectively

Organizational development guidance to help us scale the organization prudently

Sharing SOF with executives and partners to help us source more mentors

Investing impact capital into the organization to fund operations

Program development and education to help us create more value for students

We’ve just begun building our Advisory Board of leaders and executives
who believe in our mission and want to help us scale

Ralph Acampora

Instructor, New York Institute of Finance

One of Wall Street's most respected technical analysts, Ralph has been consistently ranked by Institutional Investor for more than 10 years. With 47 years of experience, he is a pioneer in the development of market analytics and has a global reputation as a technical analyst and market historian.

Ralph is a Senior Managing Director at Altaira Ltd., which offers wealth management services to family offices and high net worth individuals. He is regularly consulted for his market opinion by CNBC, Fox Business, Barron’s, and others. Ralph is a trustee on the board of the Security Industry Institute and is involved in the establishment of the Securities Traders Association University. He is also the founder of the Chartered Market Technicians Association, which today has more than 80 chapters and 5,000 members globally. He also founded and was the first chairman of the International Federation of Technical Analysts.

A former director of technical research at Knight Equity Markets, Ralph worked for 15 years at Prudential Equity Groups as director of technical analysis. He worked at several of the financial industry's top firms, including Kidder Peabody & Co. and Smith Barney

He is the Co-author of the Chartered Market Technician (CMT) examination and author of The Fourth Mega-Market, Now Through 2011: How Three Earlier Bull Markets Explain the Present and Predict the Future.

RALPH ACAMPORA
Instructor
New York Institute of Finance

Matthew Collier

Founding Partner, Ramp Catalyst Network

Matt is currently a founding partner of Ramp Catalyst Network, an early-stage digital health-focused venture fund, as well as acting Senior Advisor to Yellowstone Holdings helping to bring an advanced cybersecurity offering to the health market-place.

John's other past roles include president and CEO of Voyageur Asset Management; president and CEO of Dougherty Summit Securities; a member of the board of directors of Segall Bryant & Hamill, The Clifton Group and Columbia Threadneedle Funds; and a managing director at Piper, Sandler & Hopwood. Investment Advisor magazine named him to its 2013 IA 25 list of the most influential people in the financial industry and he made the Top 100 Thought Leaders in Trustworthy Business list by Trust Across America in 2014 and 2015.

John is a frequent public speaker and media contributor, and has authored two books, "Stewardship: Lessons Learned from the Lost Culture of Wall Street" and "A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism."

Deeply committed to community involvement, inclusion and diversity and many other important issues, John credits his family, including his great grandfather, 27th U.S. President William Howard Taft, for instilling strong core values that shape his definition of business success and belief in the importance of treating all people with dignity.

MATTHEW COLLIER
Founding Partner
Ramp Catalyst Network

Andrew Duff

Chairman and Former CEO, Piper Sandler Companies

Andrew S. Duff has served as the chairman of Piper Sandler Companies since 2003 and was previously the firm's chief executive officer from 2000 through 2017.

Duff joined Piper Sandler in 1980 in the institutional fixed income sales group. He was later promoted to manager of institutional sales and trading in 1994, and then served as president of the individual investor services and capital markets areas until 1996. During the time period that Piper Sandler was owned by U.S. Bancorp (1996 through 2003), Duff served as president of Piper Sandler and vice chair of U.S. Bancorp for the wealth management group.

Duff currently serves on the board of directors of Financial Industry Regulatory Authority (FINRA), the University of St. Thomas board of trustees and the University of St. Thomas Opus College of Business strategic board of governors. He is a longstanding member of the Walker Art Center board of trustees, and an advisor to the board of directors of Great Clips, Inc. He is a former board member of Securities Industry and Financial Markets Association (SIFMA).

ANDREW DUFF
Chairman and Former CEO
Piper Sandler Companies

Tony Paquette

Business Unit Leader, SoFi

Anthony “Tony” Paquette joined the Scholars of Finance Board of Advisors in 2019, and is currently a Business Unit Leader at Financial Technology company SoFi in San Francisco. In this role, he is responsible for managing Treasury, Market Risk, Financial & Regulatory Operations, and International Businesses for the company.

Tony has spent 20 years in the financial services industry, serving in many leadership roles across various countries and disciplines, including investment research, investment strategy, trading, portfolio management, asset liability management (ALM) and running entire businesses.

Prior to joining SoFi in 2018, Tony was at J.P. Morgan Chase in New York City, where he was most recently Managing Director and the Global Head of Funding & Liability Management for the company. Prior to this, he held portfolio management roles in the Chief Investment Office at J.P. Morgan, and in Treasury & Corporate Investments at Bank of America. He began his career as a research analyst covering the Technology sector at Goldman Sachs.

In addition to serving in formal leadership roles, Tony has been a consistent member of committees and organizations supporting employee recruiting, leadership training, corporate cultural development and military veterans affairs.

Tony holds a B.A. from Brown University, with a double major in Business Economics and Organizational Behavior & Management, and sits on the President’s Advisory Council on Athletics for the University. He has been a CFA Charterholder since 2003.

Tony is originally from Minnesota, and together with his wife, Amber, has been directly involved with several leading non-profit organizations over the last 20 years. Tony and Amber currently live in California with their three children Stella, Allegra and Rex.

TONY PAQUETTE
Business Unit Leader
SoFi

Deb Schoneman

President, Piper Sandler Companies

Deb Schoneman serves as president of Piper Sandler, and is a member of the firm’s board of directors. She joined Piper Sandler in 1990 in the accounting department, and has held several senior management positions, including global head of equities, chief financial officer, finance director of both equity and fixed income capital markets, and treasurer.

Schoneman serves on the board of directors of SIFMA. She also serves as vice chair of the board of directors of Allina Health, a not-for-profit health care system based in Minneapolis, MN, and is chair of its finance committee; and is a director emeritus of BestPrep, a nonprofit organization focused on business, career and financial literacy skills, and was its chair for two years. She has completed three mission trips to Haiti through the organization, Healing Haiti, and was awarded "CFO of the Year" by the Minneapolis-St. Paul Business Journal in 2014.

Schoneman earned a bachelor’s degree in finance from Minnesota State University Mankato and a Master of Business Administration degree from the University of St. Thomas in Minneapolis.

DEB SCHONEMAN
President
Piper Sandler

John Taft

Vice Chairman, Baird

John Taft is Vice Chairman of Baird and a member of the firm's Executive Committee. Prior to joining Baird, he served as CEO of RBC Wealth Management, a full-service brokerage firm with nearly 2,000 financial advisors and over $280 billion in assets, for more than 10 years (2005-2016). He is a past chairman of the Securities Industry and Financial Markets Association (SIFMA), where he advocated for responsible financial reform.

John's other past roles include president and CEO of Voyageur Asset Management; president and CEO of Dougherty Summit Securities; a member of the board of directors of Segall Bryant & Hamill, The Clifton Group and Columbia Threadneedle Funds; and a managing director at Piper, Sandler & Hopwood. Investment Advisor magazine named him to its 2013 IA 25 list of the most influential people in the financial industry and he made the Top 100 Thought Leaders in Trustworthy Business list by Trust Across America in 2014 and 2015.

John is a frequent public speaker and media contributor, and has authored two books, "Stewardship: Lessons Learned from the Lost Culture of Wall Street" and "A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism."

Deeply committed to community involvement, inclusion and diversity and many other important issues, John credits his family, including his great grandfather, 27th U.S. President William Howard Taft, for instilling strong core values that shape his definition of business success and belief in the importance of treating all people with dignity.

JOHN TAFT
Vice Chairman
Baird

Past Speakers

Ralph Acampora
Instructor
New York Institute of Finance

Andy Cecere
CEO & Chairman
US Bank 

Richard Davis
Former CEO & Chairman
US Bank

Terrance Dolan
CFO & Vice Chairman
US Bank

Andrew Duff
Chairman and Former CEO
Piper Sandler Companies

Ms. Beth Lilly

CIO, Pohlad Companies

Elizabeth M. Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies and Marquette Companies, LLC. She oversees the public and private investments for the Pohlad family and provides leadership and management of their investment team.

Beth began her career with Goldman Sachs in 1985 in New York. In 1988, Beth joined Fund American Companies in Greenwich Connecticut where she worked as an analyst learning the merits of Value Investing. In 1997, she co-founded Woodland Partners in Minneapolis which focused on investing in small capitalization equities. In 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager of the $1.4 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team. In 2017, Beth founded Crocus Hill Partners to focus on investments in small and micro capitalization equities.

Beth received her BA in Economics from Hobart/William Smith College where she graduated with High Honors. She received her CFA designation in 1989. Beth currently serves on the board of the James J. Hill Center and The Ordway Center for the Performing Arts. Beth and her family live in St. Paul.

Beth Lilly
CIO
Pohlad Companies

Sharon McCollam
Former CFO
Best Buy

Ms. Kate Quinn

Vice Chairman and CAO, U.S. Bancorp

Ms. Katherine B. Quinn, also known as Kate, has been Vice Chairman and Chief Administrative Officer of US Bank NA and U.S. Bancorp since April 28, 2017. Ms. Quinn oversee all strategy, reputation and human resources work. Ms. Quinn served as the Chief Strategy & Reputation Officer and Executive Vice President at U.S. Bancorp since September 2013 until April 2017. Ms. Quinn served as Executive Vice President of Strategy and Corporate Affairs at US Bank NA. Ms. Quinn joined US Bank in September 2013 and is responsible for Strategy, Marketing, Government Relations, Customer Experience, Analytics, Corporate Communications, Community Affairs and the US Bank Foundation. Ms. Quinn served as an Executive Vice President of Strategy and Corporate Affairs at U.S. Bancorp since September 2013 until April 04, 2016. Ms. Quinn served as Chief Marketing Officer and Senior Vice President of Anthem, Inc. from March 2011 to January 2013. From September 2010 to January 2013, Ms. Quinn served as Chief Marketing Officer of Anthem, Inc. (formerly, WellPoint, Inc.), having served as Head of Corporate Marketing of WellPoint from July 2005 to September 2010. She served as Chief Marketing and Strategy Officer at The Hartford from 2003 to 2005.

Kate Quinn
Vice Chairman and CAO
U.S. Bancorp

Deb Schoneman
President
Piper Sandler 

Cathy Smith
CFO
Target

John Taft
Vice Chairman
Baird

Mr. Rob Webb

President, UnitedHealth Group Ventures

Mr. Robert T. Webb, also known as Rob, serves as the President of UnitedHealth Group Ventures, LLC since 2012. At UnitedHealth Group Ventures, Mr. Webb leads the investment strategies to advance innovative business models that improve the quality and affordability of health care. He also serves as the Senior Vice President of UnitedHealth Group. He joined UnitedHealth Group in 2001 from One Equity Partners after a decade in venture capital, private equity and consulting. Previously, he served as the Chief Executive Officer of OptumHealth Care Solutions, Inc. at OptumHealth, Inc. Mr. Webb also served at One Equity Partners LLC, where he was a Partner and was responsible for sourcing and managing private equity investments in the health care, consumer, and financial industries. Mr. Webb joined Banc One Venture Partners in 2001 and worked in private equity with Willis Stein & Partners, L.L.C., and Sam Zell's corporate investment division. He also served as a Vice President at Equity Group Investments, LLC. Prior to his private equity experience, he was a Consulting Manager with Arthur Anderson. He currently is on the board of Symphonix Health, Orthology, and Real Appeal. Mr. Webb has been the Chairman of Medirect Latino Inc. since June 2007 and has been its Director since March 2007. He holds an M.B.A. from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelor of Science in Mechanical Engineering from the University of Minnesota.

Rob Webb
President
UnitedHealth Group Ventures

If you’re interested in learning more about the Scholars of Finance Advisory Board or being a Symposium Speaker, please send us a note and we’ll reach out to start the conversation

Let’s Talk