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Jill Greer has 30 years of experience in non-profit finance. She was a Vice President in Municipal Finance at Goldman, Sachs & Co and subsequently founded the Jewish Federations of North America’s National Tax-exempt Bond Program. Jill has served as a founding Board Member and Treasurer for several educational organizations including, Code Platoon, a coding bootcamp for veterans, Beacon Academy, a Montessori high school, and Gan Montessori, an early childhood program. Jill currently serves as Treasurer and Chair of the Finance Committee for Connections for the Homeless, a social services agency. 

She is also the proud parent of ¶¶Òõ̽̽ Grossman grad Gabby Greer ’22. Jill received her MBA from the Kellogg Graduate School of Management, Northwestern University and a BS from the Wharton School, University of Pennsylvania.

David Gringeri is an Associate in the Investment Banking Division at Morgan Stanley. He currently focuses on the Transportation, Logistics, and Infrastructure sectors. David joined Morgan Stanley full-time in 2021 as an Analyst in the firm’s 36-month rotational program. His first 18-months were in Equity Research focused on Aerospace, Defense and Gov’t Services and his second 18-months were in Investment Banking focused on Transportation, Logistics, and Infrastructure. In the summer of 2020, he completed an internship with Morgan Stanley’s Oilfield Services and Equipment Equity Research Team. 

Raised in Vermont, David graduated University of Vermont in 2021 with a B.S. in Business Administration and a minor in Economics. While a student at ¶¶Òõ̽̽ and GSB, he participated in Student Government Association, Grossman Student Advisory Committee, GSB Wall Street Seminar course, and served a term as a Student Trustee on ¶¶Òõ̽̽’s Board of Trustees. 

Sue currently serves as Executive Vice President, Chief Financial Officer at EastRise Credit Union in Williston, Vermont. EastRise is the largest credit union in Vermont with assets of $3B and serving over 160,000 members. Sue’s areas of responsibility include Finance & Accounting, Deposit & Cardholder Operations, and Risk Management. She has been employed at the Credit Union for over 30 years, serving the first ten as the company’s Controller. Prior to her Credit Union career, Sue audited many Vermont companies as a Staff Accountant for KPMG Peat Marwick in Burlington.

Sue graduated from ¶¶Òõ̽̽ with a BS in Business Administration (Accounting concentration) and went on to obtain her CPA license while working at KPMG. During her career at the Credit Union, she has earned her master’s degree in Business Administration from ¶¶Òõ̽̽. 

Sue is a graduate of the Leadership Champlain program and has previously served on the boards of the Lake Champlain Chamber, United Way of Northwest Vermont, and the Charlotte Children’s Center, as well as the Finance committee of Women Helping Battered Women. 

Sue lives in Charlotte, VT with her husband and dog. She has two young adult sons who are gainfully employed. In her free time, she enjoys staying active and riding her semi-retired quarter horse. 

As a consultant relations manager within Wellington Management’s Global Relationship Group, Brendan is part of a dedicated team responsible for developing and enhancing the firm’s working relationships with investment consulting firms throughout the US. He is also responsible for establishing relationships with corporate defined benefit and defined contribution retirement plan sponsors, assisting them with long-term investment strategy, evaluating portfolio risks and performance, and ensuring compliance with policy guidelines.

Prior to joining the firm in 2017, Brendan worked for Eaton Vance’s largest affiliate, Parametric Portfolio Associates, as an associate director on their Institutional Business Development Team (2016 – 2017). Before that, he held multiple positions at Eaton Vance with his last role being a vice president within their Defined Contribution & Sub-Advisory Group (2005 – 2015).

Brendan earned his MBA from the Carroll Graduate School of Management at Boston College (2010) and his BS in business administration from ¶¶Òõ̽̽ (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Daniel R. Morgan, Senior Managing Director, Portfolio Solutions Group, Head of Transition Management and Trading, Americas, State Street Global Markets.

Dan Morgan is a Senior Managing Director of State Street and is responsible for leading our Americas Transition Management and Agency Trading businesses within Portfolio Solutions. Dan oversees both product and distribution within these products inclusive of Transition Management trading for equities, fixed income, FX and derivatives in addition to the Institutional Sales and Trading business within Portfolio Solutions. Mr. Morgan is a board member of State Street’s broker dealer, SSGM, LLC and is also the chair of SSGM, LLC’s best execution committee.

Mr. Morgan joined State Street’s Global Markets division in 2000 and has 19 years of experience in the securities industry. Prior to his current role, he held positions in portfolio and equity derivatives trading, portfolio risk management and business development within State Street’s Portfolio Solutions business. Prior to joining the Portfolio Solutions group, he held a senior sales trading role for Bond Connect, an electronic trading platform designed for the fixed income marketplace.

Mr. Morgan received a Bachelor of Arts degree in economics from ¶¶Òõ̽̽. He holds the FINRA Series 3, 7, 24, 57 and 63 licenses.

Anthony Rokovich is a Managing Director at Moelis & Company where he specializes in advising clients in the real estate, lodging and leisure sector. He has over 20 years of investment banking experience working on strategic and financing transactions.

Prior to Moelis & Company, Anthony was a Managing Director in the Real Estate, Lodging & Leisure Group at UBS. He previously worked in Real Estate Investment Banking at Merrill Lynch. Anthony holds a B.A. from ¶¶Òõ̽̽ and an M.B.A. from the University of Chicago.