Steve Balog
 Steve Balog has extensive experience on both the sell-side and buy-side of the investment business. For nearly twenty years through 2001, Balog was a Wall Street research professional—both an analyst and a research executive. He was recognized five times by Institutional Investor Magazine’s All-American Research poll for his work on the electronics industry. As a research executive, Balog was part of the management team of the Shearson Lehman Brothers equity research department that ranked #1 for three straight years from 1990–1992. He was director of global technology research at Merrill Lynch and had oversight of approximately 100 equity research professionals around the world. He was a partner, board member and director of research of Furman Selz, a privately held institutional firm. He was a general partner of Cedar Creek Management, LLC an investment partnership in Summit. Balog has been quoted extensively and has lectured frequently about the research business, at Columbia University and the University of Florida, and has co-authored a case study on research management which was published by the Harvard Business School. Balog earned a Bachelor of Science in mechanical engineering from Bucknell University and an MBA in finance from the Wharton School of the University of Pennsylvania.
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Karen E. Boroff, PhD
Visiting Professor, United States Military Academy
Karen E. Boroff, PhD, professor and dean emeritus, was the dean of Seton Hall University’s Stillman School of Business from 2000 to 2010. Under her leadership, the school was recently reaccredited by the premier accrediting agency of business schools, the AACSB, and was also awarded the prestigious accounting accreditation. She initiated the development of a code of conduct for the Stillman School, as well as a lecture series focused on integrity in business practice. During her tenure, the school opened its Trading Room, Seton Hall Sports Polling Center, and Entrepreneurship Center. The school tremendously increased its international outreach, especially with excellent colleges in China. The school has earned national distinctions for its undergraduate and graduate programs, as cited in such rankings as Bloomberg, BusinessWeek, US News and World Report, Entrepreneurship 2.0, and the Princeton Review. In January 2008, the school earned the Council on Higher Education Accreditation’s award on Institutional Outcomes Assessment. She is currently on a one-year assignment as a visiting professor at the United States Military Academy. Boroff earned a PhD in business from Columbia University, an MBA from Lehigh University and a BS in industrial and labor relations from Cornell University.
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Richard G. Lipstein
Boyden Global Executive Search
 Richard G. Lipstein, managing director of Boyden Global Executive Search, has considerable corporate and Wall Street experience in addition to over two decades as an executive search consultant. As a member of the global Financial Services practice, Lipstein is well recognized for his record of achievement placing professionals in a broad range of functional and product areas ranging from investment banking and research, sales and trading to private wealth and asset management. Prior to becoming an executive search consultant, Lipstein was a financial executive with the American Broadcasting Companies and an investment banker at the mergers and acquisition boutique Henry Ansbacher, Inc. Lipstein received a NYSSA Volunteer of the Year Award for his contribution to the Society as chair of the Career Development Committee. He has produced and moderated numerous NYSSA seminars on current events and relevant trends in the investment profession. He is regularly quoted in the media—not only for his knowledge of Wall Street but also for his expertise in career management. He is a graduate of the City University of New York and received an MBA with distinction from Pace University Lubin School of Business.
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Andrew J. Melnick, CFA
Melnick Investment Partners
Andrew J. Melnick, CFA, is managing partner of Skyview Investment Advisors which is an advisory firm and the general partner of fund of hedge funds. From 2002 until 2004, he was co-director of the Goldman Sachs’ Global Investment Research Division and a member of the firm’s Management Committee. Prior to joining Goldman Sachs, he was senior vice president and director of the Merrill Lynch’s Global Securities and Economics Research Group. During his 13 years at Merrill Lynch, he expanded the research group from primarily a domestic effort to one with research offices in 26 countries around the world. During that period, Merrill Lynch Research was ranked as the top research department in nearly all regions of the world. Melnick's previous positions include president of Woolcott & Co., a boutique research and investment banking firm; director of research and partner of L.F. Rothschild; and senior vice president in the investment research department of Drexel Burnham Lambert. Melnick served as a US Army signal corps officer which included a tour in Vietnam.
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Elizabeth K. Miller, CFA, CIC, CFP
Summit Place Financial Advisors, LLC
 Liz Miller, CFA, CIC, CFP, after more than 20 years' experience on Wall Street, founded Summit Place Financial Advisors, LLC to offer personalized asset management and financial consulting and coordination to elite families and individuals. Liz started her career as a mergers & acquisition analyst and proprietary trading analyst for The First Boston Corporation. She went on to become a portfolio manager for Oppenheimer Funds and spent 15 years managing portfolios for institutions and individuals with Trevor Stewart Burton & Jacobsen Inc. in New York. She served on CFA Institute’s Private Wealth Advisory Committee and was a previous chair for the NYSSA's Private Wealth Management committee for which she received a Volunteer of the Year award. She currently serves on NYSSA’s Board of Directors. Recently she was named one of New Jersey's Best 50 Women in Business for 2010 by NJBiz Magazine. Liz serves on the editorial advisory board for Trusts & Estates Magazine and is also an instructor for the Chautauqua Institute’s Special Studies program. She received a B.S in Economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.
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Nanci D. Morris, CFA
New England Retirement Group
NDM Management, LLC
 Nanci D. Morris, CFA, is managing director of New England Retirement Group and president of NDM Management, LLC. Previously Morris was director of public markets at Princeton Theological Seminary, and prior to that was a senior vice president of Callan Associates Inc., an investment consulting firm. As a strategic consultant, she worked with corporate and public employee benefit plans, endowments, foundations, not-for-profit organizations, and multi-employer plans to provide a full range of consulting services. Before joining Callan, she was a partner with the investment advisory firm David J. Greene and Co. Morris was secretary and vice president of NYSSA and received the Volunteer of the Year Award in 1998 for her work as chair of the Membership Committee. She obtained her BA from Lycoming College.
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Katherine Nukk-Freeman
Nukk-Freeman & Cerra, P.C.
Katherine Nukk-Freeman is a founder and principal of Nukk-Freeman & Cerra, P.C., an employment law firm, which exclusively represents employers in New Jersey, New York, and throughout the metropolitan area. Nukk-Freeman and her firm devote their practice to the counseling, training and litigating on behalf of clients of all sizes—from start-up companies to Fortune 50 corporations—on diverse employment issues. Nukk-Freeman has been an active board member of Susan G. Komen, North Jersey Affiliate, the Healthcare Businesswomen’s Association, and the New Jersey Symphony Orchestra. In 2008, her firm received the award for “Outstanding Women Business Enterprise in the New York Metropolitan Area” from the Women’s Business Enterprise National Counsel (WBENC). Nukk-Freeman has received the highest rating (AV) from Martindale Hubbell and was named a “Superlawyer” in 2010 by SuperLawyer Magazine. Nukk-Freeman graduated from Pennsylvania State University’s Scholars Program in 1990 with a double major in finance and accounting, and from the Boston College Law School in 1993.
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Guy Rutherfurd, CFA
FVCM
 Guy Rutherfurd, CFA, is currently founding principal and portfolio manager at FVCM, a SEC registered investment advisor. Previously, he was manager of the Market Leader Portfolio, a global GARP fund with a US and growth bias. Formerly, Rutherfurd was managing director and portfolio manager in charge of Core Group (AUM: $7b+) at Morgan Stanley Investment Management. In addition, he has held executive positions with Nomura Asset Management (USA), BV Capital Management, Assurant Asset Management (formerly Fortis), and Merrill Lynch Inc. Rutherford received his BA from Princeton University and a MBA from Harvard University. He is a CFA Charterholder, member of CFA Institute, and the New York Society of Security Analysts. Formerly he has served as president and board member of NYSSA, governor of CFA Institute, and chairman of Financial Analysts Federation.
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Victor Ugolyn
Wisdom Tree Trust
 Victor Ugolyn is a private investor and is the independent chairman of the board of trustees of WisdomTree Trust. He retired in 2004 from The MONY Group after the company was acquired by AXA Financial. While at MONY, he was chairman of MONY Securities Corporation and chairman, president, and chief executive officer of Enterprise Capital Management, also serving on the boards of MONY Life Insurance Company of the Americas, MONY International, and MONY Bank & Trust. Under his leadership, MONY Securities was ranked by USA Today as one of the nation's top ten major brokerage and mutual fund companies based on investor satisfaction and Enterprise was recognized by Bloomberg Wealth Manager as one of the nation's top five subadvised manager-of-managers mutual fund companies based on investment performance. Prior to joining MONY, Ugolyn served as corporate vice president of Value Line Inc. where he was chief marketing officer. Ugolyn is a magna cum laude graduate of the Honors Program at Boston College with a BS in economics and received his MBA from Dartmouth College's Tuck School of Business where he presently serves as an advisory board member of the Tuck Club of NYC.
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Mark Ukrainskyj, CFA
American Economic Planning Group Inc.
 Mark Ukrainskyj, CFA, is chief investment officer of American Economic Planning Group Inc. (AEPG), a private wealth management firm located in Watchung, NJ. His responsibilities include management of the firm's investment operations, investment research, portfolio analysis and design, monitoring of client portfolios, and formulation of investment strategy. He is the chairman of the firm’s Investment Committee. Prior to joining AEPG in 1999, he spent over four years as a securities analyst and portfolio manager at Capital Builders Advisory Services Inc. in New York. Previously he was a securities analyst at Amas Securities and a financial analyst on the chief investment officer’s staff at Mutual of New York. Ukrainskyj holds a BS in economics from the Wharton School of Business at the University of Pennsylvania, and an MBA from the Haas School of Business at the University of California. He is a CFA charterholder and served as the chairman of the Private Wealth Management Committee of the New York Society of Securities Analysts (NYSSA). He was named a NYSSA Volunteer of the Year in 2009. |