CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS - Key Persons


Adam Hasner

Job Titles:
  • Executive Vice President of Business Development / the GEO Group, Inc.

Alan Forbes

Job Titles:
  • Member of the Advisory Board
  • Consulting / Corporate Recruiter
Alan grew up in Orlando as a very talented swimmer and swam competitively at the high school, college, and club/ national level. He made the move to South Florida to attend FAU, where he made his athletic mark becoming one of the Men's Swimming/Dive team captains in his junior and senior year. He studied business at FAU where he received his degree in marketing and graduated as a Student Athlete. Alan is a Full Desk Corporate Recruiter for MSi Consulting, an Executive Search firm based in South Florida. The company has strong roots in South Florida and has been in business for 19 years. MSi recruits/staffs for all corporate back office level positions (anything from a Receptionist up to the C-Level Executives and all that falls in between) at a permanent as well as temporary capacity. They service all types of industries in South Florida. Due to their long-standing tenure their approach is relationship based. Alan's area of expertise is in all facets of Recruiting and the hiring process. He knows the current hiring trends as well as what the South Florida job market looks like. He can also advise in areas such as Resume Writing, Interviewing, Sourcing Job Opportunities, Sourcing quality candidates, etc.

Alan Whiteman

Job Titles:
  • Health Administration Program - Director for Graduate Studies

Amanda Elam

Job Titles:
  • Member of the Madden Center Advisory Board
  • CEO of Galaxy Diagnostics and Adjunct Professor at Babson College

Andrew Wong - SVP

Job Titles:
  • Group Manager
  • Senior Vice President

Ashley Steinhart

Job Titles:
  • Member of the Madden Center Advisory Board
  • of Counsel Lowenstein Sandler

Bartley J. Madden

Job Titles:
  • Independent Researcher
Bartley J. Madden is currently an independent researcher focused on knowledge building and value creation as opposite sides of the same coin; on promoting research keyed to the firm as the fundamental unit of economic progress; and on restructuring the regulatory process for access to new drugs. Madden attended California Polytechnic State University in San Luis Obispo as an engineering student and was a member of Cal Poly's 1961 collegiate championship boxing team. From 1962 to 1965, he studied at the University of Southern California and graduated with a BS in mechanical engineering. Madden then spent time in the U.S. Army involved with classified weapons development/testing. After his Army service, he earned an MBA at UC Berkeley. In 1969, Madden partnered with Charles G. Callard and started Callard Madden & Associates where his early research resulted in the CFROI (cash-flow-return-on-investment) valuation model widely used today by investment management firms. CFROI Valuation: A Total System Approach to Valuing the Firm was published in 1999. In 1984, he joined Harbor Capital Advisors as a Senior VP and portfolio manager. In 1992, he became a partner at HOLT Value Associates and continued his research on connecting corporate performance to levels and changes in stock prices over time and advancing a global database for investment decision making. HOLT was acquired by Credit Suisse in 2002 and a year later Madden retired as a managing director at Credit Suisse/HOLT to do independent research. He has had a long-term interest in the deeper issues concerning how we know what we think we know which led to his book, A Foundational Understanding of Human Behavior. Through a series of journal articles and a book, Free To Choose Medicine: Better Drugs Sooner at Lower Cost, Madden has fine-tuned the details of a practical plan to bring consumer choice and competition to the FDA. His "Free To Choose Medicine" proposal to enable patients, advised by their doctors, to access not-yet-FDA-approved drugs has been implemented in Japan. His latest book is, Value Creation Principles: The Pragmatic Theory of the Firm Begins with Purpose and Ends with Sustainable Capitalism. Madden is named inventor on ten patents. See his website for more details on his work.

Brendan T. Cavanagh

Job Titles:
  • Executive Vice President and Chief Financial Officer / SBA Communications Corporation

Brent Segal

Job Titles:
  • Member of the Madden Center Advisory Board
  • Director of Collaboration at Lockheed Martin

Candace Smith

Job Titles:
  • Member of the Madden Center Advisory Board

Chad Capraro

Job Titles:
  • Member of the Advisory Board
  • Client Relationship Manager at Rubin Wealth Advisors

Cheryl Burke Jarvis

Job Titles:
  • Marketing Department - Chair

Daniel M. Gropper

Job Titles:
  • Dean
  • Dean of the College of Business / Florida Atlantic University
Dan Gropper is the Dean of the College of Business at Florida Atlantic University in Boca Raton. A graduate of the University of Maryland and Florida State University, he joined FAU after 25 years at Auburn University, where he was the Luck Professor and Associate Dean for Graduate and International Programs. During his time leading Auburn's MBA programs, they added several new options and broke into the rankings for the first time, becoming recognized by Forbes, U.S. News & World Report, and the Financial Times. Before joining academia, he worked on telephone deregulation issues for the Florida Public Service Commission and then in the private sector for several years in the consulting firm of ERS Group. At FAU, he leads one of the top-20 largest AACSB-accredited business schools in the United States, with over 8000 students across three campuses, and several programs ranked by U.S. News & World Report, the Financial Times and others. Dr. Gropper's educational philosophy is that while business students need to know the most current technical skills in their area of specialization, they also need a broad education in the sciences and liberal arts so that they can think critically, communicate effectively, and be prepared to learn new skills as their careers progress. Dr. Gropper has been recognized with several awards for his contributions in teaching, research and leadership, including the David Luck Professorship at Auburn University; he was honored as Luck Professor Emeritus by Auburn upon his departure. He is a member of several honor societies including Phi Kappa Phi, and he was a Richard Weaver Fellow of the Intercollegiate Studies Institute. His research on how government regulation, technology, and other factors affect financial institution performance has been published the Journal of Money, Credit and Banking, the Journal of Banking and Finance, and the Review of Economics and Statistics. His work on education issues has appeared in the Journal of Economic Education, Journal of Financial Education and the Academy of Management Learning and Education. His research has been cited more than fifteen hundred times by scholars around the world; he has also been quoted in such popular publications as The Economist and U.S. News & World Report, and has been highlighted by the London School of Economics and the U.S. Chamber of Commerce. Dr. Gropper's business philosophy focuses on the primacy of a free enterprise economic system for several reasons; first and foremost, the moral superiority of a system that is based on voluntary exchange and personal freedom; second, the key technical role of prices in providing information and signals that are only generated in competitive markets; and third, because the overwhelming weight of evidence demonstrates that on average, individuals live longer, healthier, wealthier and happier lives in more economically free countries all around the world. In the community, Dr. Gropper serves on a local advisory board for Legacy Bank, the TechGateway Committee for the Broward Alliance, and the Dalton Place Condo board. He previously served on the Advisory Board for Comerica Bank in Palm Beach County, and he chaired the Ft. Lauderdale Chamber Council of Economic Advisors in 2016.

David Buchsbaum

Job Titles:
  • Member of the Madden Center Advisory Board
  • Managing Director of Investment Banking at Dawson James

Dean Gropper

Job Titles:
  • Dean Gropper 's Publications / Dean

Donald DeAquino

Job Titles:
  • Assistant Dean for Financial Services

Dr. Emilio Zarruk - Chairman

Job Titles:
  • Chairman
  • Finance Department - Chair

Dr. Mary Kay Boyd - Chairman

Job Titles:
  • Chairman
  • Business Communication - Director

Dr. Monica Escaleras

Job Titles:
  • Professor and Director of the Business and Economics Polling Initiative
  • Professor of Economics
Monica Escaleras, Ph.D., is a professor of economics, and the founder and director of the Business and Economics Polling Initiative (BEPI) in the College of Business at Florida Atlantic University. The Initiative provides a laboratory for students to learn all aspects of survey research process from data collection up to presentations at professional conferences. Through hands-on activities, BEPI offers students the opportunity to develop new skills that help them in their professional development. In addition, results of the polls are regularly featured in several leading media outlets such as the Sun Sentinel, Washington Post, MSNBC, Reuters and MarketWatch - giving significant exposure to FAU. Escaleras also serves in the South Florida Culture Platform Steering Committee and supervises graduate students' research projects. In 2016, Dr. Escaleras received the FAU National Alumni Association Degree of Difference Award and was a finalist for the FAU Distinguished Teacher of the Year award. Dr. Escalera's scholarship focuses on natural disasters and political economy and her research has been published in numerous journals, including the Journal of Public Economics, Canadian Journal of Economics, Public Choice and Southern Economics Journal. She teaches Macroeconomics and Money and Banking. Dr. Escaleras earned her bachelor's degree from Kentucky Wesleyan College, her master's degree from the University of Florida and her Ph.D. in Economics from Florida International University. Prior to joining Florida Atlantic University, Dr. Escaleras was an Assistant Professor at College of Charleston.

Dr. Peter Ricci

Job Titles:
  • Director
  • Hospitality Management Program - Director

Eric Levy

Job Titles:
  • Instructor and Assistant Director of the Business and Economics Polling Initiative
  • Member of the American Association for Public Opinion Research
Mr. Levy is a member of the American Association for Public Opinion Research (AAPOR), and is certified in Human Subject research by the Collaborative Institutional Training Initiative (CITI). For the last eight years, he has specialized in strategic communication crafting campaign messages for candidates and issues throughout the country. His use of automated polling has revolutionized political campaign communication message strategies.

Eric Magnussen

Job Titles:
  • Senior Vice President of Talent / Cancer Treatment Center of America

Frank Veros

Job Titles:
  • Staff Member

George Young


Janet Wincko

Job Titles:
  • Chief Human Resource Officer

Jason Kra

Job Titles:
  • Member of the Madden Center Advisory Board
  • President of Li & Fung

Jeff Stoops - CEO

Job Titles:
  • Chief Executive Officer

Jena LaMendola

Job Titles:
  • Member of the Advisory Board
Jena graduated from Florida Atlantic University's College of Business in 2014 with an MBA in Sport Management. She attended Florida State University for her undergraduate degree. While at FSU, Jena started her career in the sports industry as a corporate sales intern for IMG College. Following graduation, she was accepted into FAU's nationally ranked MBA-Sport Management program. In her first semester, she held positions as a game day staff assistant for the Miami Dolphins and marketing and event operations intern for the Palm Beach County Sports Commission. By the end of the semester, Jena was offered a position as a sports information assistant at FAU's athletics department. She served as the primary media contact for men's soccer, men's and women's swimming and diving, men's and women's golf and men's and women's cross country and track for nearly two years. While working at FAU, Jena made sure to gain experience from large scale sporting events. She worked with the media relations department at the 2014 Beef ‘O' Brady's St. Petersburg bowl and the 2014 BCS National Championship. Jena wrapped up her position with athletics in June 2014 and was hired by ESPN that same month as the events coordinator for the Boca Raton Bowl, which ESPN owns and operates. Jena manages the bowl game's events, ticket sales, and budget, while also working closely with the game's sales staff on corporate sponsor activation. In 2017, Jena was added to the staff for ESPN's AdvoCare Invitational, one of the company's many collegiate basketball tournaments, while still fulfilling her responsibilities for the Boca Raton Bowl. In her free time, Jena is highly involved in the local community. In addition to FAU's College of Business Junior Advisory Board, she is the 2017-18 public relations chair for the Junior League of Boca Raton, serves on the Junior League of Boca's Woman Volunteer of the Year Committee and holds positions on the Florence Fuller Child Development Center's Advisory Board and Young Professionals Group and the Palm Beach County Sports Commission's Hall of Fame Committee.

Jordan Zimmerman - Chairman, Founder

Job Titles:
  • Chairman
  • Founder

Kelley Kronenberg

Job Titles:
  • Partner

Ken Johnson

Job Titles:
  • Associate Dean for Graduate Programs

Kevin Wagner

Job Titles:
  • Director of Graduate Studies in Political Science and Research Fellow of the Business and Economics Polling Initiative
Dr. Wagner has published in leading journals and law reviews including American Review of Politics, Willamette Law Review, The Journal of Legislative Studies, The Political Chronicle, and Politics and Policy. In addition, Dr. Wagner has lectured extensively on politics and has been cited in many leading newspapers, including the New York Times, Washington Post, Boston Globe, New York Newsday, Dallas Morning News and Miami Herald. He has been featured on national television shows, including MSNBC's "Andrea Mitchell Reports" and NBC's "The Today Show," and is a regular political analyst for WPEC CBS 12 in West Palm Beach, Fla.

Kimberly Paulus

Job Titles:
  • Student Academic Services - Executive Director

Lisa Rosenthal

Job Titles:
  • Chief Executive Officer / Mayvin, Inc.

Manish Gupta

Job Titles:
  • Member of the Madden Center Advisory Board
  • Orthopedic Surgeon

Marc Rhorer

Job Titles:
  • Assistant Dean for Accreditation and International Programs

Marianna Davidovich

Job Titles:
  • Member of the Madden Center Advisory Board
  • Director of External Relations for the Foundation for Economic Education

Michael Daszkal - CEO

Job Titles:
  • Managing Partner

Paul Hart

Job Titles:
  • Associate Dean for Academic Affairs

Pete Striano - CEO

Job Titles:
  • Managing Partner

Pierre Alexandre

Job Titles:
  • Health Administration Program - Director

Rachael Ponzan

Job Titles:
  • Member of the Advisory Board
Originally from Louisville, Kentucky, Rachael moved to South Florida to study Hospitality & Tourism Management at FAU in 2006. During her last year at FAU she began working at the Boca Raton Resort & Club where she stayed for almost four years working in Activities & Events and transitioning to Food & Beverage. From there, Rachael decided to follow her passion for marketing. She began working at Cendyn, on the digital advertising team, working directly with Resorts, Hotels & Casinos. Starting in an entry level position, she has now grown into the Director of Key Accounts, overseeing the Accounts Team on all Digital Marketing clients supporting in building out, executing, and growing their online marketing strategies. When not playing with her rescue pup, Wrigley, Rachael enjoys volunteering with the Junior League of Boca Raton, running, and going to the beach with her husband, Eric.

Richard Hess

Richard graduated from Florida Atlantic University's College of Business in 2007. He was one of the first graduates from the Hospitality Program at FAU. Upon graduation Richard attained a position within Avis-Budget Group and had a great foundation of knowledge which would prepare him for future opportunities. In 2009, Richard joined Hilton Worldwide with the Hilton Fort Lauderdale Beach Resort, as an Assistant Director of Housekeeping. He subsequently attained a promotion to Assistant Director of Front Office and then moved on to a position as Food & Beverage Manager. In 2013, Richard briefly joined the Marriott brand to open a new hotel project for them and after five months was recruited to the stunning Boca Raton Resort & Club to lead their Front Office & Operations team. Richard has worked at the Boca Resort since 2013 and has found it to be an exceptionally rewarding experience. He has the recurring opportunity to recruit and mentor future talent and directly impact guest experiences to create memorable lifetime encounters. Richard is excited about the opportunity to join the FAU Junior Advisory Board and have the chance to provide a positive impact on the university that has helped him attain such great career opportunities.

Richard Ross

Job Titles:
  • Member of the Madden Center Advisory Board
  • Staffing Industry Consultant

Roland Kidwell

Job Titles:
  • Management Programs - Chair

Rupert Rhodd

Job Titles:
  • Associate Dean for Broward Campuses

Samantha Rosen

Job Titles:
  • Member of the Advisory Board
  • Physician Relations Manager
Samantha Rosen is a Physician Relations Manager at Wellington Regional Medical who is responsible for strategically planning and implementing outreach efforts focusing on physicians, community groups and EMS personnel. Samantha fosters professional relationships with healthcare providers to facilitate patient access to hospital services. In her previous role, she served as a Physician Relations Manager at West Boca Medical Center. Prior to joining West Boca Medical Center, Samantha was the Marketing Specialist at sister hospital, Delray Medical Center, where she led several initiatives to support the internal and external marketing communications for the hospital. While working at Delray Medical Center, she was honored with the Most Valuable Player (MVP) award for her tremendous efforts to grow hospital service lines. Samantha earned her Master of Health Administration from Florida Atlantic University and a Bachelor of Science in Health Administration from the University of Central Florida.

Sharene Abouhana

Job Titles:
  • Member of the Advisory Board
  • Member of Inspire 2 Lead
In her spare time, Sharene is an active member of Inspire 2 Lead, an organization that empowers young people intellectually, physically, spiritually and socially for success by developing leadership, entrepreneurial and community service skills. She is also a member of Toastmasters where she is improving her public speaking and communication skills. Sharene enjoys travelling to new places and hopes to one day own her own business. Philanthropy is important to her and she hopes to focus on empowering young women and supporting their dreams. She is delighted to be a new member of the College of Business Junior Executive Board.

Siri Terjesen

Job Titles:
  • Associate Dean for Research and External Relations

Spencer Kimball

Job Titles:
  • Adviser to the Emerson College Polling Society
  • Advisor and Data Analyst of the Business and Economics Polling Initiative
Mr. Kimball is the adviser to the Emerson College Polling Society. He is a member of the American Association for Public Opinion Research (AAPOR), American Association of Political Consultants, (AAPC) and is certified in Human Subject research by the Collaborative Institutional Training Initiative (CITI). For the last 12 years, he has specialized in strategic communication crafting campaign messages for candidates and issues throughout the country. His use of automated polling has revolutionized political campaign communication message strategies. He is a national pundit quoted in a variety of publications including The Wall Street Journal, The Boston Globe, Huffington Post, Washington Post, Fox News, the National Journal, and National Public Radio (NPR). Kimball also teaches Public Communication at the graduate level and the course Policy, Advocacy and Public Opinion at the undergraduate level at Emerson College. He has been published in the American Behavioral Scientist (ABS) and the International Association of Business Disciplines (IABD). Kimball is also a small business owner, serving as the founder and CEO of Kimball Political Consulting, LLC. KPC provides survey research, message strategy and organization to political campaigns around the country. Its client list includes presidential candidates, U.S. senators, U.S. congressmen, governors and state senators/ representatives from over 40 states since 2002.

Stan Moss

Job Titles:
  • Chief Executive Officer / Polen Capital

Susan Beal

Job Titles:
  • Member of the Madden Center Advisory Board
  • Vice President of Presales at Supply Chain Platform Blue Yonder

Sybil Alfred

Job Titles:
  • Executive Education - Director

Tamara Dinev

Job Titles:
  • Information Technology & Operations Management Department - Chair

Tom Mersch

Job Titles:
  • Staff Member

Tsedale Melaku

Job Titles:
  • Member of the Madden Center Advisory Board
  • Sociologist and Management Researcher at CUNY Baruch

Vegar Wiik

Job Titles:
  • Assistant Dean for Academic Programs
  • Executive Education - Executive Director

Vernon Smith

Job Titles:
  • Member of the Madden Center Advisory Board

Yannick Thams

Job Titles:
  • Member of the Madden Center Advisory Board
  • Strategy and Corporate Governance Researcher at the FAU College of Business