Jonathan (Jon) Beyman retired in 2014 as Managing Director- and Global Head of Operations and Technology of Citibank’s Institutional Client Group, a position he held since joining the Bank in 2008. ln that capacity, he managed and was accountable for the settlement, processing, control and regulatory compliance of $5 -trillion of daily transactions in the 100 countries where Citi does business. ln addition, Mr. Beyman was responsible for the development of software applications that supported the Bank’s market making and trading businesses, back office securities settlement, global payment networks, custody networks, portfolio management, risk management and financial management systems. Mr. Beyman also chaired Citi’s Chief Information Officer Council, a consolidated governance and decision-making body that set unified policies and standards across the bank.
After receiving a B.S. in Accounting from the University of Connecticut, Mr. Beyman started his career with Arthur Young & Company as an auditor and is a Certified Public Accountant. He joined Chemical Bank’s Operations Division after earning an MBA at Cornell and has performed a variety of senior management roles in financial services technology and operations over his 38-year career. Previously, Mr. Beyman served as the Chief Information Officer and Global Head of Operations and Technology at Lehman Brothers. He was also the Global Head of Investment Bank Operations at Credit Suisse, and in a stint outside of Wall St., Mr. Beyman was Chief Information Officer of Cendant Corporation, and Chief Operating Officer of Cendant’s diversified internet-based businesses.
Jeffrey Goldstein provides oversight for SpringHarbor Financial Group and its portfolio of investments. Mr. Goldstein was previously a Managing Director at Hellman & Friedman from 2004 to 2009 and rejoined Hellman & Friedman in 2011 after serving for two years as Under Secretary of the Treasury for Domestic Finance and Counselor to the Secretary of the Treasury. ln that role, he advised the Secretary on policy issues related to the U.S. banking and financial systems, regulatory reform, financial stability, U.S. housing finance, management of the U.S. Government portfolio of investments in financial institutions and auto companies and related economic and financial matters. Prior to Hellman & Friedman, Mr. Goldstein served as Managing Director and Chief Financial Officer of the World Bank. Prior to his tenure at the World Bank, Mr. Goldstein was Co-Chairman of BT Wolfensohn and a member of the Bankers Trust Company Management Committee. He held senior management positions and worked with BT Wolfensohn and related companies for more than 15 years. Earlier in his career, Mr. Goldstein taught economics at Princeton University and worked at the Brookings -Institution.
Charles E. Haldeman, Jr. is the Non-Executive Chairman of S&P Global, the new name of McGraw Hill Financial that was approved by shareholders of the Company on April 27, 2016. S&P Global is a leader in credit ratings, benchmarks and analytics for the global capital and commodity markets. Mr. Haldeman has been the Non-Executive Chairman of the Company since April 2015. He is also the Non-Executive Chairman of KCG Holdings, lnc., an independent securities firm focused on market making and electronic trading, since November 2013, and is on the Board of DST Systems, Inc., which provides technology-based information processing and servicing solutions to the financial services and healthcare industries, since November 2014. He is the former CEO of Freddie Mac, the publicly traded mortgage company. He joined Freddie Mac in 2009 and stepped down as Chief Executive in 2012. Before joining Freddie Mac, he was Chairman of Putnam Investment Management, LLC and served as President and CEO of Putnam Investments from 2003 through 2008. Prior to his tenure at Putnam, Mr. Haldeman was Chairman and CEO of Delaware Investments and earlier served as President and Chief Operating Officer of United Asset Management Corporation.
Mr. Haldeman holds a Chartered Financial Analyst (CFA) designation. He was Chairman of the Board of Trustees of Dartmouth College from 2007 through 2010 and served as a trustee from 2004 through 2012.
Mike Heid is currently a member of Fannie Mae’s Board of Directors, where he serves as the Vice Chair of the Audit Committee and a member of the Compensation Committee. Mr. Heid previously worked at Wells Fargo from 1988 to 2016, where he served in a number of executive positions - including president and co-president, chief financial officer and head of -loan servicing. In addition, Mr. Heid was a previous board member of the Mortgage Bankers Association, as well as past chairman of the Housing Policy Council and the Leasing & Lending Committee of the Financial Services Roundtable.
Eugene McQuade is currently an Advisory Board member of Promontory Financial Group. Prior to that role, Mr. McQuade served as vice chairman at Citigroup, from which he retired in May 2015 after leading the company’s successful effort to meet regulatory expectations under the Comprehensive Capital Analysis and Review administered by the Federal Reserve. He joined Citigroup in 2009 as chief executive officer of Citibank, where he oversaw all of U.S. banking operations and was responsible for governance of the bank around the globe. He also formerly oversaw Citigroup’s audit and compliance functions. Mr. McQuade remains a member of the boards of directors of both Citigroup and Citibank.
Prior to Citibank, Mr. McQuade was president of U.S. banks at Merrill Lynch Bank USA. He was previously president and chief operating officer at Freddie Mac, where he oversaw its remediation of financial reporting after accounting problems required the enterprise to restate its financial results. Prior to Freddie Mac, he was president of Bank of America following its acquisition of FleetBoston Financial Corp. During his banking career at FleetBoston, Mr. McQuade held various senior positions, serving as president and chief operating officer, and chief financial officer.
Dr. Michael H. Moskow is the vice chairman and senior fellow on the global economy at the Chicago Council on Global Affairs. From 1994 to 2007, he served as president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he was a member of the Federal Open Market Committee.
From 1969 to 1977, Dr. Moskow held a number of senior positions with the U.S. government, including undersecretary at the U.S. Department of Labor, director of the Council on Wage and Price Stability, assistant secretary for policy development and research at the U.S. Department of Housing and Urban Development, and senior staff economist with the Council of Economic Advisers.
In 1977, he joined the private sector at Esmark Inc. in Chicago and later held senior management positions at Northwest Industries, Dart and Kraft Inc., and Premark International Inc. In 1991, President George H. W. Bush appointed him deputy United States trade representative, with the rank of ambassador. He was responsible for trade negotiations with Japan, China, and Southeast Asian countries. Dr. Moskow returned to academia in 1993, joining the faculty of the Kellogg Graduate School of Management at Northwestern University, where he was clinical professor of strategy and international management at the time of his appointment as president of the Chicago Reserve Bank.
Since leaving his position at the Federal Reserve, he has served on the boards of Discover Financial Services, Northern Funds, Taylor Capital Group, Commonwealth Edison, and Diamond Management & Technology Consultants (which merged with PricewaterhouseCoopers in November 2010).
Dr. Moskow is chairman of the Japan America Society of Chicago and former chairman of the Economic Club of Chicago. He also serves as a director of the National Futures Association and World Business Chicago. He is a board member and former chairman of the National Bureau of Economic Research, a member of the Commercial Club of Chicago, and a fellow of the National Academy of Public Administration. In addition to being an emeritus trustee of Lafayette College, he is a member of the dean’s advisory board at the Kellogg Graduate School of Management at Northwestern University.
Dr. Moskow received a Bachelor of Arts in economics from Lafayette College in Easton, Penn., and a Doctor of Philosophy in business and applied economics from the University of Pennsylvania. He has received honorary doctoral degrees from DePaul University, Dominican University, Lafayette College, and Lewis University.
Morris Offit brings exceptional Wall Street finance expertise to Promontory Financial Group. He is chairman of Offit Capital and is also the founder and former CEO of OFFITBANK, a private bank specializing in wealth management, which merged with Wachovia Bank in 1999.
Morris began his career in 1960 at Mercantile Safe Deposit and Trust Company in Baltimore in investment research. He joined Salomon Brothers in 1969, and in his 10 years there he established the stock research department and subsequently held responsibility for fixed-income and equity sales.
Morris earned a Bachelor of Arts from the Johns Hopkins University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. He was the recipient of an honorary degree of Doctor of Humane Letters from the Johns Hopkins University in 1996. In 1983, he served as adjunct professor of finance at the Columbia Graduate School of Business, lecturing on the secondary capital markets.
His primary affiliations include serving as a trustee of the Johns Hopkins University (he was chairman of the board from 1990 to 1996); trustee of the Jewish Museum (he was chairman of the board from 1987 to 1991); and trustee of the New York Historical Society. Morris also completed a three-year term as president of UJA-Federation of New York in 2007 and is chairman emeritus. From May 2005 to May 2013, he served as a director of American International Group Inc. and was chairman of the finance and risk management committee.
Frank Zarb’s career highlights include serving as nonexecutive chairman of American International Group from 2005 to 2006 and as chairman of the Nasdaq Stock Market during the dot-com boom of the late 1990s. He is also known for having led the nation’s response to the first major oil embargo in the 1970s, when he served as the “energy czar” under President Gerald Ford.
As chairman and CEO of the National Association of Securities Dealers (the largest self-regulator in the U.S.) and the Nasdaq Stock Market from 1997 to 2001, Mr. Zarb drove the exchange’s emergence as a public company that handles stock trading around the clock and around the world.
Previously, he was chairman, CEO, and president of insurance brokerage firm Alexander & Alexander Services Inc.; vice chairman and group chief executive of The Travelers Inc.; and chairman and CEO of Smith Barney. Before joining Smith Barney, he served as a senior partner at Lazard Frères & Co. and as a general partner at Goodbody & Co.
Mr. Zarb served in various capacities in the Nixon, Ford, Reagan, Bush, and Clinton administrations. From 1971 to 1977 he was executive director of the cabinet-level Energy Resources Council, administrator of the Federal Energy Administration, and assistant to the president of the United States for Energy Affairs (the “energy czar”). He also served in the Nixon-Ford administration as associate director of the Office of Management and Budget and as assistant secretary of labor.
Mr. Zarb graduated from Hofstra University, where he also earned an MBA and an honorary Doctor of Law degree and is an adjunct professor of finance. The university has named its business school the Frank G. Zarb School of Business in his honor. He is an executive in residence at Columbia University and serves on the Council of Economic and Fiscal Advisors chaired by New York Governor Andrew M. Cuomo.