Board of Directors

Joe Falencki joined the Board in 2016 and is the current chair of the Investment Committee. He previously served as Chair of Safe Horizon’s Leaders on the Horizon council from 2015-2016. Joe is currently the Chief People Officer at Veterinary Emergency Group, after previously serving in multiple HR capacities at Morgan Stanley for 18 years. He holds a bachelor’s degree in politics from Princeton University. Joe lives in Connecticut with his wife Jessica, 3 kids and 2 dogs.

Harry Brigham joined the Board in 2023. Currently the owner of CORCL Boats, Harry is a former Naval Officer with a bachelor’s degree in political science from Tufts University and a master’s degree in business administration from the University of North Carolina, Chapel Hill. Harry has over 30 years of operations and logistics experience as a management consultant, investor, and entrepreneur. He currently serves on the Boards of Hudson Guild and Hudson River Community Sailing. Harry lives in NYC with his wife, Carter, and has two sons.

Jeff Brodsky joined the Board in 2012. He is a Senior Advisor at Morgan Stanley where he works directly with senior leaders and the Board of Directors on a range of employee-related matters, including succession planning, compensation, and diversity and inclusion. Jeff also provides coaching to Firm Management and other high-potential leaders across the Firm. In 2011, he was named the Chief Human Resources Officer, and held that position through early 2021. Prior to that, since joining Morgan Stanley in 1987, Jeff led HR for many of the Firm’s businesses including Global Wealth Management, Investment Management, the Corporate functions and Discover (before its spin-off). He serves on the Board of Directors for Accolade and on the Advisory Board for Private Medical is also an executive in residence at the University of Michigan’s Ross School of Business. Jeff holds a bachelor’s degree in accounting from Binghamton University and is married with three sons.

Dana Codispoti joined the board in 2023. She is a cutting edge, global HR Executive with 25+ years of experience across multiple industries and geographies. Dana currently serves as the Chief People Officer at Madison Realty Capital. Prior to MRC she was Transformation Lead and Chief Operating Officer (COO) for HR at AIG and held senior level positions at BNY Mellon, Morgan Stanley and PwC, both domestic and abroad. Dana earned a B.S. in Industrial Engineering at Lehigh University and an MBA at the University of Georgia.

Megan Driscoll joined the Board in 2022. She is currently CEO and Founder at EvolveMKD, an award-winning public relations and digital marketing agency based in New York City. Megan was previously President at Behrman Communications and has held senior positions at Emanate PR, Lippe Taylor, Fleishman Hillard, and Euro RSCG Life. She has been featured on Crain’s 2021 New York Notable Women Business Owners List, PRWeek’s 40 Under 40 List, and was honored as one of the Ernst and Young Entrepreneurial Winning Women Class of 2018. She has 20 years of experience working with brands in the healthcare, prestige beauty, and lifestyle industries. Megan holds a bachelor’s degree in Public Policy from the University of Chicago.

Mark Freedman joined the Board in 2016. He is a Partner at Wellspring Consulting, focused on non-profit strategy and organization. Mark was previously a Partner and Senior Advisor at Dalberg Advisors in New York City, following 25+ years at the Boston Consulting Group in New York and Paris, where he was a Senior Partner. He began his career working with Save the Children US in sub-Saharan Africa and currently serves on the Corporate Advisory Board. Mark holds a master’s degree in business administration with high distinction from Harvard Business School, where he was designated a Baker Scholar. He also holds a bachelor’s degree and a master’s degree in international affairs from Columbia University, with a concentration in economic and political development.

Jim Fulton joined the Board in 2021. He is a Partner at international law firm Cooley LLP where he focuses on representing both emerging and established technology, healthcare, and biotechnology companies and the venture capital firms that invest in those companies. Concentrating in corporate and securities law, Jim counsels companies throughout their lifecycle on matters ranging from company formations, private financings, employee equity incentives, and executive hiring, to complex spinouts, mergers and acquisitions, IPOs, and SEC reporting and compliance. Prior to joining Cooley, Jim was a senior budget analyst with the US government’s Office of Personnel Management. Jim holds a juris doctorate from Georgetown University Law Center, cum laude, and holds a bachelor’s degree in Foreign Service from Georgetown University, graduating cum laude.

Veronica Gontier joined the board in 2023. She is a Fortune 100, C-Level Growth Executive and Chief Marketing Officer. Veronica is an agile trailblazer who guides innovative emerging companies to scale for global growth and steers revitalization strategies for iconic brands. Veronica most recently served as the Managing Vice President of Marketing, Card Site & Analytics for the US Credit Card Business at Capital One. Veronica previously led Marketing and Customer Analytics at Macy’s, Tory Burch, and SoulCycle. A graduate of the Wharton School at the University of Pennsylvania, Veronica holds a bachelor’s degree in Finance and Marketing.

Umar Haider joined the Board in 2021. He is a Managing Director and Partner at Boston Consulting Group (BCG). Umar is a leader within the Consumer Practice focused on strategy, growth, and commercial topics with Consumer Goods clients. He is also responsible for recruiting within the BCG New York office. Prior to joining BCG, Umar worked at PepsiCo International for 4 years. He holds a master’s in business administration from the University of Chicago Booth School of Business and a bachelor’s degree from Davidson College where he majored in history. Umar lives in New York City with his wife Judith and two sons.

Rachel Jacobs joined the Board in 2025. She is Head of Client Solutions at AMG, leading global sales resources to provide strategic client management and sales strategies across the U.S. wealth and global institutional marketplaces. Prior to joining AMG in 2023, Rachel Jacobs was Head of US Intermediary Distribution at Macquarie. She received a B.S. from the University of Rhode Island.

Adam Kudelka is the Co-Chief Human Resources Officer at Morgan Stanley. He joined Morgan Stanley in 1999 and spent the majority of his career in Human Resources, including his role as the Head of Human Resources for Morgan Stanley Wealth Management. He served as the Chief Operating Officer of the Wealth Management business, and the Head of Sales Strategy and Relationship Management within the MSWM Investment Solutions division. Adam earned a Bachelor of Science from Binghamton University. He formerly served as a board member for the New York Center for Children and resides in New York City with his wife and two children.

Susan Reid joined the Board in 2022. She is currently the Global Head of Talent at Morgan Stanley where she mentors employees, creates spaces for difficult conversations, and engages with firm leaders and community partners to prioritize diversity and inclusion in the workplace. Susan has years of experience in Human Resources and Recruitment and has previously held senior positions at Marsh and McLennan, Donnelley, Bell Atlantic (Verizon), and NYU. She holds a bachelor’s degree in economics and political science from New York University.

Mary Beth Marshall joined the Board in 2021. She was formerly a litigation partner at Decker, Hardt in Dallas, Texas, and currently serves as Of Counsel to Safe Horizon. She holds a bachelor’s degree in finance from the University of Texas in Austin, a juris doctorate as well as a master’s degree of liberal arts with a concentration in art history and philosophy from Southern Methodist University, and an associate’s degree in culinary arts from Le Cordon Bleu.

Jo Natauri joined the Board in 2018. She is a former partner in the Merchant Banking Division (MBD) at Goldman Sachs. Previously, she worked in the Consumer Retail and Healthcare Group in the Investment Banking Division, responsible for coverage of large, multinational companies across the healthcare and consumer sectors. Jo served on the Partnership Committee and MBD Corporate Investment Committee. She joined Goldman Sachs in 2006 as a vice president and was named managing director in 2008 and partner in 2012. Prior to joining the firm, Jo was an investment banker at Deutsche Bank. She has been covering companies and executing transactions for more than 20 years. Jo holds a bachelor’s degree in Economics and Biology from the University of Virginia.

John Romeo joined the Board in 2016. He is the CEO of the Oliver Wyman Forum, and a member of the Executive Committee. John has a special interest in and focus on inclusion. He is Chairman of the firm’s Inclusion and Diversity Council, an author of Oliver Wyman’s “Women in Financial Services” Report, and a proud ally and champion for LGBT+ issues. John holds a master’s degree in economics from Cambridge University where he was a Senior Scholar.

Samantha Saperstein joined the Board in 2013. She is Managing Director and Head of Women on the Move at JPMorgan. Sam is an active supporter of women’s advancement in the workplace, mentoring women across the company and working on programs that promote the successful retention, development, and advancement of women at all levels. She holds a bachelor’s degree from Brown University and a master’s degree in business administration from The Wharton School at the University of Pennsylvania.

Hayley Shoener joined the board in 2024. She was most recently Vice President of Leasing at Brookfield Properties, responsible for the firm’s commercial leasing platform across more than 30 million square feet of office in Manhattan and Brooklyn. Prior to joining Brookfield, Hayley was a Senior Vice President at brokerage firm JLL. She was featured as a Crain’s Rising Star in Real Estate in 2019 and was the recipient of REBNY’s Most Promising Salesperson Award in 2016. Hayley holds a bachelor’s degree in history and minor in French from Boston College. She lives in Brooklyn with her husband Kevin, daughter, and Wheaten Terrier.

Monali joined the board in 2024. She is a partner at Goldman Sachs where she serves as head of Wealth Investment Solutions within Asset Management. WIS designs and builds equity and fixed income personal portfolios and investment strategies to meet individual investment objectives. Monali serves as a member of Partnership Committee and is co-head of the AWM Inclusion and Diversity Council, along with being a member of the Global Inclusion and Diversity Committee. She also previously served as co-head of the Asset Management Women’s Network. Monali holds a bachelor’s degree in Mathematics from the University of Waterloo.