BOEHLY CENTER - Key Persons

Jad Howell MAcc ‘05, was hired in May 2020 as the Center's first full-time Executive Director. An alumnus of Mason's Masters of Accounting program, Howell returned to his alma mater to lead the Boehly Center in a new strategic plan. Through Howell's leadership, the Center launched an official mission, vision and five strategic goals (Elevate, Educate, Engage, Empower & Employ). In addition, due to COVID-19, Howell and the Boehly Center team launched a 4-week summer program with Professor Katherine Guthrie for students that lost their jobs due to the pandemic, providing a 4-week Summer Business Institute providing students with tactical and practical experience over their summer.

Jamar Jenkins

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Staff Member

James Haltiner

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Chancellor Professor of Economics and Finance

James Haltiner, Chancellor Professor of Economics and Finance, and Carl Tack '78, Visiting Lecturer in Finance, served as Co-Directors of the Center from July 2016 through 2019. In addition to expanding the practitioner-led course offerings and growing the annual Women's Stock Pitch event, they launched the Financial Literacy Program. Professors Haltiner and Tack also oversaw the expansion of the Center team, adding a second Associate Director position focused on Strategic Engagement to complement the original Associate Director for Academic Engagement, as well as an Administrative Coordinator.

Janet Osborn

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Member of the BOARD

Jennifer Welham

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Member of the BOARD
Senior Vice President, ICF International

Jim Hagy

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Member of the BOARD

Joey Smith

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Clinical Assistant Professor in the Area of Finance

Joey Smith is a Clinical Assistant Professor in the area of Finance and Economics at the Raymond A. Mason School of Business. Joey entered academia after serving as an Air Force JAG for 8 years followed by corporate finance roles at Walmart Inc in Bentonville, AR. He previously taught at Aquinas College and Missouri Southern State University and obtained his DBA in Finance from the University of Florida. He also holds an LLM in Securities and Financial Regulation from Georgetown University Law Center, MBA from Dartmouth College (Tuck School of Business), JD from William & Mary School of Law, and BS in Mathematical Economics from Hampden-Sydney College. He is a CFA charterholder. His research interests include sports finance, ESG investments, and corporate governance.

Jon Lamb - Managing Director

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Managing Director
Member of the BOARD

Julie R. Agnew

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Executive Director

Julie R. Agnew '91, Associate Professor of Economics and Finance, served as the inaugural faculty Directory of the Center from its inception through June 2016. Agnew returned to the Boehly Center in 2023, and currently serves as the Executive Director. Under her leadership, the Center established its reputation for innovation through several successful initiatives, including the first finance-focused summer study abroad program in Singapore, the inaugural Women's Stock Pitch & Leadership Summit, the annual Invictus Challenge Case Competition, and the creation of a new practitioner-led course on Risk Management.

Karen Jackson

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Staff Member

Karmen Ward

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Staff Member

Kassie Hall

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Staff Member

Katherine Gehman

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Member of the BOARD

Kent Francois

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Clinical Assistant Professor

Kevin Tunick

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Member of the BOARD

Kimberly J. Smith

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Chancellor Professor

Klaudia Kasztelaniec

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Member of the BOARD

Lars G. Okeson

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Senior Consultant

M.C. Dean - CHRO

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Chief People Officer
Member of the BOARD

Mark Decker

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Member of the BOARD
Senior Portfolio Manager

Mark W. Forde

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Principal

Marlene Aquino

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Member of the BOARD

Martha Orr

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ENROLLMENT MANAGEMENT COORDINATOR

Mary Beth Edwards

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Member of the BOARD

Matt Fiordaliso

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Member of the BOARD

Matt Seu

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Member of the BOARD

Melissa Ortiz-Munoz - SVP

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Senior Vice President

Melvin Greer

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Staff Member

Morgan Hutter

Morgan Hutter '06, served as the Associate Director for Strategic Engagement of the Boehly Center for two years before transitioning to Interim Executive Director in May 2021. Prior to the Boehly Center, Morgan served as Director of Alumni Affairs at the William & Mary Law School. While a student at William & Mary, Morgan was a member of the women's lacrosse team and Pi Beta Phi. Prior to returning to her alma mater, she received her Master's in Sports Marketing and spent 10 years in project management, event production, relationship cultivation, marketing, hospitality and development in nonprofit organizations.