Board of Advisors

Chris Cerone ’90, P ’24 (Chair) Sr. VP, Global Government Affairs

Zimmer Biomet

Washington, D.C.

Christopher A. Cerone is Senior Vice President, Global Government Affairs for Zimmer Biomet, based in Washington, D.C. Chris joined then-Zimmer in 2004, started the company’s government affairs function, and has successfully built out the function globally. He has responsibility for establishing and administering the company’s policy and advocacy activities on a variety of state, federal and international policy issues, and communicates regularly to the company’s Leadership Team and Board of Directors. Zimmer Biomet is a Fortune 500 medical device company.

Chris is a member of the Business-Government Relations Council’s Board of Directors and currently serves as its Vice President, after having served as its Program Chair in 2019 and Secretary and Treasurer in 2020. Chris also serves on the Advisory Board for The Williams School of Commerce, Economics and Politics at Washington and Lee University. In 2012-2013, he served as President of the Indiana Medical Device Manufacturers Council, which is the leading medical device trade group in the state of Indiana.

Chris joined then-Zimmer from AdvaMed, where he held the position of Associate Vice President, Global Strategy and Analysis, leading the medical device association’s policy and advocacy initiatives in key European markets and starting up the association’s China program. Chris also worked for Eli Lilly and Company (1995-2000), where he held the titles of Senior Associate, Global Economic Affairs and Associate, Public Policy. Chris’ professional experience also includes a stint with the U.S. Department of Commerce (1992-1995) as an International Trade Specialist, focusing on trade policy issues related to China, the Middle East, and North Africa.

Chris holds a Master of Arts degree in International Affairs from The George Washington University in Washington, D.C. and a Bachelor of Arts degree in Political Science from Washington and Lee University in Lexington, Virginia. He also studied Russian language at the University of Virginia’s Summer Foreign Language Institute.

Jason Aiken, '94 Senior Vice President and Chief Financial Officer

General Dynamics Corporation
Reston, VA

Jason W. Aiken became senior vice president and chief financial officer of General Dynamics in January 2014. He was appointed vice president of General Dynamics in March 2010.

Previously, Aiken was the chief financial officer and senior vice president of Gulfstream Aerospace Corporation since September 2011. He served as controller of General Dynamics from March 2010 to August 2011. He had also been staff vice president of accounting for General Dynamics. Aiken joined General Dynamics in June 2002 as director of consolidation accounting.

Prior to joining General Dynamics, Aiken was an audit manager with Arthur Andersen LLP in Washington, D.C. In his eight years with Andersen, Aiken provided audit and consulting services for a variety of defense contractors, including General Dynamics.

Aiken received a Master of Business Administration from the Kellogg School of Management, Northwestern University, in 2009. He graduated from Washington and Lee University in 1994 with a bachelor’s degree in Business Administration and Accounting. Aiken is a certified public accountant in the Commonwealth of Virginia.

Michael Bearup ’85, P ’20 Office Managing Partner, Denver; Member, KPMG LLP Board of Directors

KPMG LLP
Arvada, CO

Mike is the Office Managing Partner for KPMG LLP's Denver offices, an office of approximately 900 professionals. This includes the Boulder and Denver Ignition offices as well. He has more than 34 years of experience providing audit and business advisory services to the technology, biotech, software, manufacturing, medical device, and venture capital industries.

Mike works with a number of Audit Committee members on corporate governance matters and has presented at KPMG's Audit Committee Institute roundtables. Mike has spent his entire career in the Colorado marketplace. He has significant experience with initial public offerings, ongoing periodic reporting for publicly traded companies, and mergers and acquisitions. He also has significant experience in international operations of U.S.-based services, manufacturing, and technology companies. In Mike's role as Office Managing Partner, he serves as the Account Executive on several accounts.

Mike also serves on the KPMP LLP Board of Directors as Lead Director. He works closely with Audit Committees on governance issues, as well as on other issues that are impacting the Audit Committee's agenda. He leads KPMG's Denver and Wyoming Audit Committee Peer Exchanges, as well as bi-annual Denver Audit Committee Institute roundtables.

Erika Snyder Hagberg '97 Global Client Lead, Global Business Org

Google, Inc.
New York, NY

Erika Hagberg is a Global Client Lead at Google, where she has spent the last 14 years, based in New York City. Her goal is to ensure that she brings her clients the best of Google so they can grow and transform their business while being more effective and efficient.

In this role, she leads a team that oversees the relationships globally with some of the largest CPG companies in the world. Erika came to Google from Time Inc. where she was the Director of Sales Development for Corporate Marketing. Prior to Time Inc., she spent 4 years at AOL as an Account Executive within New Business Development. She received a Journalism degree from Washington and Lee University in Lexington VA.

She currently lives in New Jersey with her husband, Peder, and their 3 boys William (13), James (12) and Layton (7). Erika has a passion for mentoring young women in marketing and advertising, and she's on the Rumson Education Foundation Board in her hometown public school district. She's also passionately involved in mental health through her work with Fountain House and Shore House and believes each of us plays a role in living healthier lives, both mentally and physically.

Jeff Hamill ’81, P ’13, ’17, ’20
 Executive Vice President and Chief Media Officer

Hearst Integrated Media

New York, NY

Jeff Hamill is executive vice president and chief media officer of Hearst Magazines, one of the world’s largest publishers of monthly magazines. He is responsible for advertising pricing strategy across the company’s portfolio including corporate contract and agency negotiations. Hearst Magazines publishes more than 300 editions and 240 websites around the world, with more than 25 titles in the U.S.

Hamill joined Hearst Magazines in 1983 as a part of Hearst’s industry leading publishing training program and has held senior advertising sales management positions at multiple Hearst titles including Redbook, Cosmopolitan and Good Housekeeping. From 2000 to 2019 he led Hearst Integrated Media, the corporate sales and marketing arm of Hearst Magazines. Additionally, he is a member of the MPA Ad Marketing Committee, the New York Advertising Club Media Action Committee and is a former board member of the New York chapter of the Juvenile Diabetes Research Foundation.

Brook E. Hartzell '00 Director, M&A Integration

Workday

San Francisco, CA

Brook has eighteen years of experience in the technology space leading cross functional teams through transformational initiatives, venture investments, merger and acquisitions, integrations and global risk mitigation strategies. Brook is currently contributing to the growth of Workday, a leading cloud enterprise software provider, in her role as Director, M&A Integration. This follows sixteen years in the digital storage industry with Seagate. One constant in Brook’s career while working in various parts of the world has always been the chance to maintain connections with young professionals at various stages of their careers and serve as an active mentor.

Ms. Hartzell holds a B.S. in Business Administration & Accounting from Washington & Lee University. Upon graduation, Brook was honored to be the first W&L recipient awarded the Ernest L Ransome Scholarship to study at the University of St. Andrews in Scotland, paving the way for a number of Generals to follow and later serving as the youngest member of the Scholarship Trust’s Selection Committee. Brook received her multi-discipline masters from St. Andrews in management, economics, and international relations.

Brook resides in Pleasanton, California with her husband Tad and continues to play competitive golf and tennis. They are active supporters of the San Jose Museum of Art and the Bay Area arts community.

Morgan Hill '07 Partner

Kirkland & Ellis LLP

London

Ms. Hill is an Atlanta-native and 2007 graduate of Washington & Lee University. After graduating from Washington and Lee, she completed her JD at Harvard Law School (2010) and obtained an MA in Italian from Middlebury College's school in Florence, Italy (2011). Ms. Hill worked in New York for two years as a capital markets associate at Cleary Gottlieb Steen & Hamilton before moving to London to join Shearman & Sterling. After almost four years at Shearman, Ms. Hill was recruited to join Kirkland & Ellis where she was promoted to Partner in October 2019.

John Hudson ’87, P ’19 Vice Chair

Wells Fargo Securities
Charlotte, NC

John Hudson is a vice-chair and chair of Client Origination for Corporate & Investment Banking (CIB) at Wells Fargo Securities. In this role, John leads the strategy for executive-level client engagement, including the strategic deployment and management of the vice-chairs, a group of CIB's most experienced and seasoned bankers, and other CIB senior leaders across the industry coverage teams. Additionally, John is a member of the M&A Commitment Committee and Equity Commitment Committee.

Prior to his current role, John was head of Investment Banking Coverage and head of the Consumer, Healthcare and Gaming Investment Banking Group. Before joining Wells Fargo, he worked in the Healthcare Investment Banking group at Salomon Smith Barney (now Citigroup) and in the Corporate Finance department of Kidder Peabody in New York. John has more than 30 years of investment banking experience advising senior management teams and board of directors across a diverse group of industry sectors. During his career, he has completed more than 300 advisory, equity financing, and debt financing transactions and remains actively involved in executing important transactions for clients.

John earned a B.S. from Washington and Lee University and an M.B.A. from the Columbia University Graduate School of Business. He serves as the board chair of The First Tee of Greater Charlotte and as a member of the advisory board of Community School for the Arts.

Jack Huffard ’90
 Board of Directors

Tenable, Inc.

McLean, VA

Jack is the Co-founder and Chief Operating Officer of Tenable, Inc (NASDAQ: TENB). Jack also serves on Tenable's Board of Directors. Jack is responsible for driving Tenable's global corporate strategy and organizational growth. Tenable is the Cyber Exposure company. Over 24,000 organizations around the globe rely on Tenable to understand and reduce cyber risk. As the creator of Nessus®, Tenable extended its expertise in vulnerabilities to deliver Tenable.io®, the world's first platform to see and secure any digital asset on any computing platform. Tenable customers include more than 50 percent of the Fortune 500, more than 25 percent of the Global 2000 and large government agencies.

Before co-founding Tenable in 2002, Jack was the Director of Corporate Development for Enterasys Networks. Prior to Enterasys, Jack held various management and sales positions at John Hancock and Marriott Corporation. He received the 2013 Ernst and Young Entrepreneur of the Year Award for defense and security.

Jack holds a B.S. from W&L and an M.B.A. from Babson College (2000). Jack is married to Katie Huffard and has three sons, Jack, Sam and Brown. They live in McLean, VA.

Jennifer Kennedy '96 Partner

PricewaterhouseCoopers LLP

San Francisco, CA

Jennifer Kennedy is an asset management partner focused primarily on the private equity sector. In serving her clients, Jennifer brings a wide range of experiences from her 16 years in PwC's Washington National Tax Services (WNTS) Office. While in WNTS, she had the opportunity to consult with a number of the firm's largest asset management clients as one of the firm's specialists in accounting method issues. These strong relationships and experiences allow Jennifer to provide valuable insights, benchmarks, and best practices to each of her clients.

Prior to joining the Washington office, Ms. Kennedy worked in the legacy Price Waterhouse L.L.P. Atlanta office, where she provided tax consulting and compliance services to a broad range of clients.

Jennifer serves as a member of PwC's U.S. Board of Partners and Principals. She currently serves on the Board of Advisors at the Marriott School of Accountancy - Brigham Young University as well as the treasurer of the Orinda Network for Education.

Ms. Kennedy was previously the chair of the Accounting Periods and Methods Technical Resource Panel of the AICPA and is a co-author of 572 T.M., Accounting Methods - Adoption and Changes.

Ms. Kennedy earned a B.S. in Accounting from Washington and Lee University in Lexington, VA and a MS in Taxation from American University in Washington, D.C. She is a CPA licensed in Georgia, California, Virginia, and Washington, D.C. and is a member of the California Society of CPAs.

Danielle Maurer ’98 


Arlington, VA

Danielle joined the Fierce Government Relations in March of 2011, after spending 12 years in various governmental and non-governmental positions in Washington, D.C.

On Capitol Hill, Danielle served as director of member services for Speaker of the House John Boehner. She also spent three years as director of federal government relations for pension giant TIAA CREF, handling investment, retirement, pension and real estate investment issues.

Danielle previously served as senior floor assistant for the House Majority Leader Tom DeLay and Deputy Associate Director of Legislative Affairs for OMB under now Indiana Governor Mitch Daniels. She began her career as a staff assistant - and later professional staff member - for the House Rules Committee, serving under Chairmen Gerry Solomon and David Dreier. Her responsibilities included handling defense, foreign affairs, agriculture, budget and small business issues. The New York native and her family live in Arlington, Virginia.

Samantha McLemore ’02 Portfolio Manager

Miller Value Partners
Baltimore, MD


Samantha McLemore, CFA currently serves as a Portfolio Manager for Opportunity Equity. Samantha has worked with Bill Miller '72 on Opportunity Equity for over 15 years. She started at Legg Mason Capital Management in 2002 as an analyst, was named Assistant Portfolio Manager of Opportunity Equity in 2008 and became Co-Portfolio Manager in 2014. She has served as the Portfolio Manager for the Dublin-based Opportunity Fund since its 2009 launch.

Samantha graduated magna cum laude from Washington and Lee University with a B.S. in Business Administration and Accounting, where she was a recipient of the Lewis Kerr Johnson Scholarship and the Accounting Department Scholarship. She received her CFA designation in 2005 and is a member of the Baltimore Security Analysts Society.

Samantha also serves on the Board of Directors for the Next Generation Investing Conference, an event to raise funds for three local not-for-profit educational institutions. In 2017, Samantha was named one of Baltimore's 40 Under 40 by the Baltimore Business Journal. Outside of work, Samantha enjoys spending time with her daughter and son.

Caroline Boone Mitchell ’89, P ’23 Senior Vice President

Truist Financial
Houston, TX

Caroline Mitchell is a client advisor with SunTrust Private Wealth Management. She offers clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

Caroline is a native of Houston, Texas and is a graduate of the Kinkaid School and Washington & Lee University. Caroline serves on the board of the Kinkaid School, the Williams School Board of Advisors at Washington and Lee University and is a sustaining member of the Junior League of Houston. Caroline and her husband, John, have three children and are active members of St. John the Divine Episcopal Church.

Kelly Sewell Nagel ’00
 Senior Vice President

Stoltz Real Estate Partners

Washington, D.C.

Kelly Nagel joined Stoltz Real Estate Partners in 2020. Stoltz is a vertically-integrated real estate private equity fund manager and she is charged with the management and oversight of all the firm’s multifamily investments. Previously, Kelly served as a regional development executive for Aimco, a Denver-based apartment REIT, and managed all investments for Aimco's east coast holdings from Philadelphia to Miami. Prior to joining Aimco, she developed luxury apartments at AvalonBay Communities and Archstone, and has overseen apartment developments, redevelopments, and acquisitions with a total investment of over $1.5B.

Kelly is actively involved in the Urban Land Institute (ULI) and currently serves as a Global Governing Trustee, chair of the executive committee of the Women's Leadership Initiative (WLI), as well as on the Curtis Infrastructure Global Advisory Board, and the Diversity, Equity, and Inclusion (DEI) Council. She is also on the leadership team for the ULI Urban Development and Mixed Use Product Council (Bronze Flight).

She has an MBA from Kenan-Flagler Business School at the University of North Carolina-Chapel Hill, and a BS in business administration and accounting from W&L. Kelly also serves on executive committee for the KFBS Wood Center for Real Estate Board of Advisors at UNC, and on the board of directors for Good Shepherd Housing (a non-profit in Fairfax County focused on providing affordable housing and ancillary services). She lives in McLean VA with her three children.

Carol Dannelly O'Kelley ’91, P ’22 Chief Marketing Officer


PRGX

Dunwoody, GA


Carol O’Kelley is currently the Chief Marketing Officer of PRGX, a NASDAQ-traded company providing speciality audit solutions to 75% of the world's largest retailers and one-third of the largest companies in the Fortune 500. Prior to joining PRGX, she served as the Chief Executive Officer of Salesfusion, a venture-backed marketing technology company, which was acquired by Accel|KKR's SugarCRM in May 2019.

Carol has more than 20 years of technology marketing and operations experience, ranging from startups to multi-hundred million dollar global businesses. Previously, she was the Chief Marketing Officer of RedPrairie, now operated as JDA, where she led global strategy and marketing during a time of rapid growth for the company. Before RedPrairie, Carol was Vice President and Chief of Staff of Oracle’s global business unit for retail, which acquired and successfully integrated numerous leading retail technology companies. Prior to that, Carol led Corporate and Americas Marketing for Manhattan Associates, the world’s leading provider of supply chain management solutions.

Carol graduated from Washington and Lee University with a Bachelor of Arts in English. She received the Distinguished Alumnus Award in 2016. She has been actively engaged with the Connolly Center for Entrepreneurship since its inception and serves on the board of advisors to the Williams’ School of Commerce, Economics and Politics. Her daughter, Cate, is a member of Washington and Lee's Class of 2022.

Jackson R. "Jack" Sharman III ’83, P ’20, ’22 Partner


Lightfoot, Franklin & White LLC

Birmingham, AL

Jack leads the White Collar Criminal Defense & Corporate Investigations practice at Lightfoot. He served as Special Counsel to the House Financial Services Committee for the Whitewater investigation involving President Bill Clinton. From 2016-17, Jack was Special Counsel to the Judiciary Committee of the Alabama House of Representatives for the impeachment investigation of Governor Robert Bentley. Following law school at Harvard, Jack clerked for Judge David B. Sentelle, U.S. Court of Appeals for the District of Columbia Circuit, and worked at a Washington, D.C.-based international law firm. He also taught law as an adjunct professor at Washington and Lee University and the University of Alabama.

Jack is married to the former Elizabeth Cahill. They have two children: Mathilde '20 and Jackson '22.

Nathan Urquhart ’01 Head of Global Credit Investor Relations

The Carlyle Group
New York, NY


Nathan Urquhart is a Managing Director and Head of Global Credit Investor Relations based in New York. Prior to joining Carlyle, he was at Oz Management for eleven years, where he was most recently Executive Managing Director and Co-Head of Global Investor Relations. Prior to Oz, Nathan spent four years at UBS in the Private Fund Group, raising capital for several buyout, credit and infrastructure funds. Nathan began his career at J.P. Morgan in corporate finance.

Nathan received a B.S. in Business Administration with Special Attainments in Accounting from Washington and Lee University.

Stephen Welker ’05 Partner

Sherborne Investors Management LP
New York, NY


Stephen is a Partner in and Director of Research of Sherborne Investors, responsible for leading the firm's research function, including identifying investments, establishing the turnaround thesis and participating in the investment's management. He is a nonexecutive director of TGI Fridays and Electra Private Equity plc.

Previously, he was an advisor to F&C Asset Management plc and was a Trustee of Fifth Avenue Presbyterian Church. Prior to joining Sherborne Investors, Stephen worked at Morgan Stanley on both real estate investment banking and principal investment transactions. He earned a B.S. in accounting from Washington and Lee University.