Who We Are
Vision: That every child has equal access to a quality education.
Mission: To provide children of low-income families with scholarships to private schools in grades K-12, and to advocate for expanded school choice.
Values: We believe that certain shared beliefs and behaviors will deepen trust among the ACE team and our constituents, and create greater long-term value for ourselves and our organization. We know that it is not just about what we do, it’s also about how we do it.
ACE Founders
ACE Scholarships was founded in 2000 by Alex Cranberg, Charlie Gallagher, Ralph Nagel, John Saeman and the late Ed McVaney and John Walton to provide low-income parents with the freedom to choose the K-12 schools that are best for their children. The founders’ vision was powerful but simple: that all children have access to great schools.
The founders’ commitment to launch ACE was formed through many years of frustration with a lack of reform within the public school system and unsuccessful legislative efforts to provide publicly funded vouchers to families for private school. They were also keenly aware that low-income students lagged far behind students of other incomes and that overall, American students continued to fall further behind students in other countries.
The founders were well versed in education reform dating back to the early 1980’s when A Nation at Risk was published. Milton Friedman’s book Free to Choose was also an inspiration to them, as were pioneering education reform efforts in Milwaukee and Cleveland.The founders’ greatest inspiration was the late John Walton, who through his philanthropy encouraged leaders around the country to do something about an education system that doesn’t work for all kids, particularly students of color from low-income families. He was an early proponent of, and investor in, programs that provide immediate relief to students through privately funded programs offering private school choice. As Ralph Nagel put it, “the education of our children is the most important issue in our country and giving parents the ability to choose a school that works for their child is the simplest and most impactful reform we can champion.”
Each of the ACE founders grew up in middle-income families and benefited greatly from the benefits of competition in business. Their personal life stories became the foundation of their belief that all families should be able to choose the academic environments that are right for their children. In every area of life where we have competition, products and services improve. Free enterprise breeds competition, which leads to innovation and efficiency and creates an accountable, customer-focused culture. If parents are able to leave, schools will work harder to keep them. This conviction was forged through the founders’ personal beliefs that America is the greatest country in the world and that democracy, free markets and competition work, allowing anyone to achieve the American Dream. Ed McVaney observed, “Free markets work and should be the basis of our education system because parents can then choose the right school for their children.”
The founders believed that parents, not government bureaucrats, know what is best for their children. Cranberg explained, “ACE was created to empower parents to choose the best school for their children. Our mission is to ensure that parents and children have the ability to figure out which place fits them best.” Every child is different. Parents know their children the best and are therefore the best decision-makers for their children. The founders were impartial to the choice parents make, instead believing parents know best. ACE, therefore, does not limit the private school choices for parents or seek to influence parents in the choices they make other than financial eligibility, as defined by the federal Free & Reduced Lunch (FRL) guidelines. Over subsequent years, the ACE governing board has relaxed these financial requirements for families to better serve the communities we serve. However, in the spirit of our founders’ vision, in every circumstance, ACE families have significant financial need. Typical ACE families of four currently earn around $40,000 annually and an ACE scholarship covers at most only half of a student’s tuition, with a current cap of $2,000 for K-8 and $3,000 for high school. The ACE model expects parents to pay for a portion of their child’s tuition, and we know this comes at a great financial sacrifice. We also know that by having skin in the game, families are more invested and likely to succeed. As Cranberg reflected on this dynamic,“If they are coming to the table with their children, with their hopes, and with their money, I don’t see how we can fail them by not at least coming to the table with some funds.”
During their initial investigation into how to improve education in America, our founders were struck by the quality and care that small private schools offer. These are not the elite college-prep schools that today charge $20,000 or more for tuition. Most private schools are small, humble enterprises with tuitions currently in the $8,000 to $12,000 range, but were able to do amazing things for kids. And these were schools with open seats and a willingness to serve low-income students who had been previously struggling in public school. “You could see that there was tremendous hope. That there were places in Denver where people were doing wonderful things with kids that weren’t supposed to be having wonderful things happen to them,” Cranberg recalled. The founders learned that the majority of private schools were faith-based and that in addition to finding a school that shared their family values, families chose such private schools because of safety and access to quality academics. Today, more than 85% of ACE partner schools are faith based. Over the past twenty years, as ACE data have demonstrated, year after year, that private schools offer all children a great education. ACE students usually enter their private schools one or two years behind grade level, but within three years at their new schools, catch up and thrive.
The founders subscribed to the great American principle underlying both our Declaration of Independence and our Constitution: all people are created equal. They saw the large discrepancy in educational outcomes between white students and students of color in public schools, and knew better was possible. This “achievement gap” is not only a stain on America’s education system but a root cause of countless other social ills, and our founders believed school choice would help eradicate it. The founders were therefore intentional in establishing ACE support as a need-based scholarship, not a merit-based scholarship. They believed that families with financial need should have equal access to quality private K-12 options to help level the playing field throughout society. The founders did not place additional academic or other requirements on the family, above and beyond whatever requirements their school of choice has in place in order to further this vision. This vision paved the way for ACE to enter tax credit states in later years (Louisiana and Kansas, currently), as all publicly-funded tax credit programs nationally are need-based. Alex Cranberg said, “ACE serves as a reproach that demographics are your destiny, that if you’re poor that it explains your likely output in life.” John Walton, founder of the Children’s Scholarship Fund, declared “educational choice is the last great civil rights issue of our time.”
LINDSAY BROWN
Senior Vice President, Jones Lang LaSalle
ANNE MCCARTHY
Founder and President, Westmeath, Inc
JOE SMITH
Partner, Bartlit Beck LLP
(Chairman)
JERRY SOMMER
Denver, CO
SHEA TREADWAY
Regional Vice President, Midwest Region, Unum Group
MATT TURNER
Managing Partner, MorningStar Senior Living
MIKE WARD
Owner, Mike Ward Infiniti, Maserati, Alfa Romeo, McLaren, Fiat
BERT WILLIAMS
COO, Johnson Financial Group
LIZ WRIGHT
Denver, CO
(Vice Chair and Secretary)
TOM ZANECCHIA
President, Wealth Management Consultants, Inc.
(Treasurer)
JOY AND DONALD "BOYSIE" BOLLINGER
Louisiana
GOVERNOR JEB BUSH
Florida
Honorary National Advisory Board Member
BETH AND JONATHAN CARR
President, Christian Brothers Foundation
Texas
PETE AND MARILYN COORS
Colorado
FRAN AND TERRY COMBS
CEO, Integrated Airline Services
Colorado
CATHY AND ALEX CRANBERG
Chairman, Aspect Energy, LLC
Texas
HEIDI AND SENATOR TED CRUZ
Managing Director, Goldman, Sachs & Co.
Texas
FOSTER AND LYNN FRIESS
Founder, Friess Associates
Wyoming
National Advisory Board Co-Chairmen
LANE AND BOBBI GRIGSBY Founder & Chairman, Cajun Industries LLC
Louisiana
CARRIE AND JOHN MORGRIDGE
Founders, Morgridge Family Foundation
Colorado
CHAZ AND SUSAN MUELLER
Texas
EDDIE AND LINDA RISPONE
Louisiana
JOHN AND CAROL SAEMAN Colorado
RICK AND SUSAN SCHMITZ
Colorado
SCOT AND KEELY SELLERS
Colorado
LISA AND TIM WALSH CEO, Confluence Builders, LLB
LIZ AND CHRIS WRIGHT
CEO, Liberty Oilfield Services, LLC
Colorado
KEVIN AHERN Managing Partner, Brush Creek Partners
DON BAILEY* Chairman & CEO, Triton Investment Company
BILL BERGNER Bergner Companies
GRAYDON BEVIS CEO, Pella Colorado
ED BERNAU Denver, CO
RICHARD BROWN Denver, CO
BLAKE CARLSON Partner, Carlson Land Development, LLC
GEORGE CAULKINS III* Principal, Greendeck Capital
ALEX CRANBERG* Chairman, Aspect Energy, LLC
MEG DUKE Denver, CO
LORI DURHAM Denver, CO
RICK ELDRIDGE President & CEO, Intuitive Companies
JAMES EVANS President & CFO, Rockpile Energy Services, LLC
DARREN FISK Founder, CEO/CIO, Forum Real Estate Group
NATE FORD Partner, Perkins Coie, LLP
JOHN FOX Chairman, Augusta Jane Oil & Gas, LLC
MIKE FRIES President & CEO, Liberty Global, Inc.
STEVE FRIESS Friess, Inc.
CHARLIE GALLAGHER Chairman & CEO, Gallagher Enterprises
CALEB GATES Denver, CO
JOHN GRIER President, Crimson Midstream, LLC
J. DAVE HUNTER Chairman, Financial Designs Ltd.
LOU HUTCHISON President, H-D Asset Management, LLC
JOHN IKARD Denver, CO
BUD ISAACS Denver, CO
BRANDON JOHNSON President, Johnson Financial Group
MIKE JOHNSON Johnson GEO
TOM JORDEN Chairman, CEO & President, Cimarex Energy Company
MIKE KENNEDY President, Point Rider Real Estate LLC
TAYLOR KIRKPATRICK President, Babson Farms, Inc.
ERIC KOEPLIN* Partner Advisor, AdvicePeriod
DON LAW* President, Prima Exploration, Inc.
DICK LEWIS Chairman, Tudor Pickering Holt & Co.
STEVE LOCKTON Owner, Lockton Companies of Colorado, Inc
SHARON MAFFEI Principal, SAM Lifestyles
SCOTT MCLEAN CEO, DI Graphics, Inc.
ED MCVANEY Retired President & Founder, J.D. Edwards ACE Trustee Emeritus
TIM MILLER Denver, CO
KELLY MILLEN Denver, CO
JULIE MORK Managing Director, ECA Foundation ACE Trustee Emeritus
SUSAN MUELLER Denver, CO
JIMMY MULVIHILL Principal & Founder, Black Creek Capital
RALPH NAGEL* President, Top Rock Investments, LLC
JOE NIEBUR President / Owner, Niebur Development, Inc.
MICHAEL O'SHAUGHNESSY President, Lario Oil & Gas Company Co.
BILL OWENS* Senior Director, Greenberg Traurig, LLP
TOM PETRIE Chairman, Petrie Partners, LLC ACE Trustee Emeritus
WALTER RAKOWICH Retired CEO, ProLogis Foundation
SCOTT REIMAN* President, Hexagon Investments, Inc. ACE Trustee Board Co-Chairman
AUDREY ROBERTSON Co-Founder & CFO, Franklin Mountain Energy, LLC
KRISTINE ROBERTSON Denver, CO
DICK ROBINSON Co-Chairman, Robinson Dairy, Inc. ACE Trustee Emeritus
JON ROBINSON EVP Regional Chief Credit Officer, UMB Bank of Colorado, N.A.
JEFF ROSS* President & CEO, Ross Aviation
JAMIE SABATIER CEO, J Sabatier and Company
CRAIG SAEMAN Owner, Spyglass Holdings, LLC
DICK SAUNDERS Founder & Chairman, Saunders Construction Company
ADAM SAYERS President, Axia Energy II, LLC
RICK SCHMITZ Partner, SKS Ventures, LLC
SCOT SELLERS President & CEO, R. Scot Sellers
MARK SEXTON CEO, Inflection Energy
TERRY SHADWICK BarnLight Capital LLC
JOE SMITH Partner, Bartlit Beck LLP
GEORGE SOLICH* President, FourPoint Energy, LLC
MICHAEL STARZER Managing Partner, Sixth Creek Energy
RAY THOMASSON Chairman of the Board, Thomasson Partners Associates, Inc.
BETSEY UNGER Denver, CO
WOUTER VAN KEMPEN CEO, DCP Midstream, LLC
GREG VIGIL* Principal, Castle Rock Resources II, LLC
TIM WALSH CEO, Confluence Builders, LLB
DICK WEIL CEO, Janus Capital Group
PETER WELLS Chairman, Wells Property Holdings, LLC
CHARLES WESLEY CEO, Thoroughbred Resources
DON WOLF CEO, Enduring Resources, LLC
JOHN WOODWARD Partner, Spierer, Woodward, Corbalis, and Goldberg, P.C
CHRIS WRIGHT* CEO, Liberty Oilfield Services, LLC ACE Trustee Board Co-Chairman
*denotes Executive Committee Member
KEVIN AHERN Managing Partner, Brush Creek Partners
DON BAILEY* Chairman & CEO, Triton Investment Company
BILL BERGNER Bergner Companies
GRAYDON BEVIS CEO, Pella Colorado
ED BERNAU Denver, CO
RICHARD BROWN Denver, CO
BLAKE CARLSON Partner, Carlson Land Development, LLC
GEORGE CAULKINS III* Principal, Greendeck Capital
ALEX CRANBERG* Chairman, Aspect Energy, LLC
MEG DUKE Denver, CO
LORI DURHAM Denver, CO
RICK ELDRIDGE President & CEO, Intuitive Companies
JAMES EVANS President & CFO, Rockpile Energy Services, LLC
DARREN FISK Founder, CEO/CIO, Forum Real Estate Group
NATE FORD Partner, Perkins Coie, LLP
JOHN FOX Chairman, Augusta Jane Oil & Gas, LLC
MIKE FRIES President & CEO, Liberty Global, Inc.
STEVE FRIESS Friess, Inc.
CHARLIE GALLAGHER Chairman & CEO, Gallagher Enterprises
CALEB GATES Denver, CO
JOHN GRIER President, Crimson Midstream, LLC
J. DAVE HUNTER Chairman, Financial Designs Ltd.
LOU HUTCHISON President, H-D Asset Management, LLC
JOHN IKARD Denver, CO
BUD ISAACS Denver, CO
BRANDON JOHNSON President, Johnson Financial Group
MIKE JOHNSON Johnson GEO
TOM JORDEN Chairman, CEO & President, Cimarex Energy Company
MIKE KENNEDY President, Point Rider Real Estate LLC
TAYLOR KIRKPATRICK President, Babson Farms, Inc.
ERIC KOEPLIN* Partner Advisor, AdvicePeriod
DON LAW* President, Prima Exploration, Inc.
DICK LEWIS Chairman, Tudor Pickering Holt & Co.
STEVE LOCKTON Owner, Lockton Companies of Colorado, Inc
SHARON MAFFEI Principal, SAM Lifestyles
SCOTT MCLEAN CEO, DI Graphics, Inc.
ED MCVANEY Retired President & Founder, J.D. Edwards ACE Trustee Emeritus
TIM MILLER Denver, CO
KELLY MILLEN Denver, CO
JULIE MORK Managing Director, ECA Foundation ACE Trustee Emeritus
SUSAN MUELLER Denver, CO
JIMMY MULVIHILL Principal & Founder, Black Creek Capital
RALPH NAGEL* President, Top Rock Investments, LLC
JOE NIEBUR President / Owner, Niebur Development, Inc.
MICHAEL O'SHAUGHNESSY President, Lario Oil & Gas Company Co.
BILL OWENS* Senior Director, Greenberg Traurig, LLP
TOM PETRIE Chairman, Petrie Partners, LLC ACE Trustee Emeritus
WALTER RAKOWICH Retired CEO, ProLogis Foundation
SCOTT REIMAN* President, Hexagon Investments, Inc. ACE Trustee Board Co-Chairman
AUDREY ROBERTSON Co-Founder & CFO, Franklin Mountain Energy, LLC
KRISTINE ROBERTSON Denver, CO
DICK ROBINSON Co-Chairman, Robinson Dairy, Inc. ACE Trustee Emeritus
JON ROBINSON EVP Regional Chief Credit Officer, UMB Bank of Colorado, N.A.
JEFF ROSS* President & CEO, Ross Aviation
JAMIE SABATIER CEO, J Sabatier and Company
CRAIG SAEMAN Owner, Spyglass Holdings, LLC
DICK SAUNDERS Founder & Chairman, Saunders Construction Company
ADAM SAYERS President, Axia Energy II, LLC
RICK SCHMITZ Partner, SKS Ventures, LLC
SCOT SELLERS President & CEO, R. Scot Sellers
MARK SEXTON CEO, Inflection Energy
TERRY SHADWICK BarnLight Capital LLC
JOE SMITH Partner, Bartlit Beck LLP
GEORGE SOLICH* President, FourPoint Energy, LLC
MICHAEL STARZER Managing Partner, Sixth Creek Energy
RAY THOMASSON Chairman of the Board, Thomasson Partners Associates, Inc.
BETSEY UNGER Denver, CO
WOUTER VAN KEMPEN CEO, DCP Midstream, LLC
GREG VIGIL* Principal, Castle Rock Resources II, LLC
TIM WALSH CEO, Confluence Builders, LLB
DICK WEIL CEO, Janus Capital Group
PETER WELLS Chairman, Wells Property Holdings, LLC
CHARLES WESLEY CEO, Thoroughbred Resources
DON WOLF CEO, Enduring Resources, LLC
JOHN WOODWARD Partner, Spierer, Woodward, Corbalis, and Goldberg, P.C
CHRIS WRIGHT* CEO, Liberty Oilfield Services, LLC ACE Trustee Board Co-Chairman
*denotes Executive Committee Member
ANDY AYE President, Colorado Market, BOK Financial
CHRISTIAN BIENVENU Managing Director, SVP, Sr. Relationship Manager, PNC Bank, N.A.
CHRIS BRIGGS Denver, Colorado
CHRIS BROWN Vice President, CRH Americas
LINDSAY BROWN* Senior Vice President, Jones Lang LaSalle
STEVE BURETZ Senior Vice President – CAZ Investments
JUDY CAIN Partner, Plante Moran
MATT CALL Principal & CEO, NavPoint Real Estate Group
WAYNE CAVANAUGH Founder & CEO, Ninja Nation
COURTNEE CHUN SVP of Investor Relations, Liberty Media Corporation
SCOTT CLARK* Chairman and CEO, The True Life Companies
MIKE CORBETT Vice President, Innovest Portfolio Solutions, LLC
MELISSA CORRADO-HARRISON Managing Director - Wealth Management, Corrado Harrison & Associates
IAN DICKINSON President & CEO, Enservco Corporation
STACEY DUKE* President & Managing Partner, Anton Collins Mitchell, LLP
LEIGH DUNN Manager, Engineered Demolition, Inc.
ANN DURHAM Global Real Estate Advisor, LIV Sotheby’s International Realty
MIKE FARGHER Territory Manager, Ritchie Bros., Inc.
SHANE FEIMAN Executive Vice President, Assured Equity Management Corporation
TRACY FORST Managing Director, Aon Risk Solutions
NORM FRANKE Regional President, Alpine Bank
JOHN FREYER, JR.* President, Land Title Guarantee Company
LINDSAY MORTON GAISER Owner and Vice President, Andrisen Morton
JENNIFER GILLILAND Denver, CO
SERGIO GUTIERREZ Vice President & Client Advisor, JP Morgan Private Bank
JOHN HILL CEO, Quince Associates
MIKE HOMMEL* Owner, Designs by Sundown
CHRISTOPHER HUMBER* Executive VP and General Counsel & Secretary, Jagged Peak Energy
ERIN HUTCHINSON COO, Vehicle Vault
BRIAN JUMPS Member, Jumps Law, LLC
CRAIG S. KINARD Managing Director - Wealth Management, Merrill Lynch, The Kinard Group
JON L. KINNING* EVP/COO, RK Mechanical, Inc.
KURT KITTLESON President & CEO, K2 Commodities
MARK KORELL Principal, Tower Rock Investments, LLC
JEFF LANG Executive Vice President, Operations, BIP Energy
DAVE LEDERHOS Managing Partner of Lending, Tributary Real Estate
BRUCE MACDONALD Owner/President, MacDonald Hardwoods
TRAVIS MCAFOOS Principal, Ketro Real Estate
MIKE MCCUBBIN* Vice President, IMA Financial Group, Inc. ACE Advisory Board Co-Chairman
RICK MCCULLOUGH Owner, Clean Juice Cherry Creek
MARVIN MCDANIEL Denver, CO
WALKER MONFORT* Vice President, Corporate Sales, Colorado Rockies Baseball Club
SARA MONTGOMERY Wealth Transfer Specialist, Planta Moran
CHRIS MURDY Director of Development, Haselden Construction
FRANK NESSINGER Executive Vice President, FourPoint Energy, LLC
CARL PISKE President, Alta Products LLC
DAVID PUCHI Managing Partner, Baceline Investments
JB RICHARDSON Principal, Mountaingate Capital
AUDREY ROBERTSON* Co-Founder & CFO, Franklin Mountain Energy, LLC
GREGORY SCHMIDT President, Saunders Construction, Inc.
MELANIE SCHMIEDING Managing Director, Abbot Downing
NATE SCHNABEL* Owner, NAS Properties
BARRY SHAMES Business Consultant
MATT SMITH Partner, Holland & Hart LLP
JUSTIN SOUCIE CEO & CIO, G&S Capital, LLC
JENNA STAPLETON Executive Director, Harmes C. Fishback Foundation Trust
MARK STONEHOCKER Manager, Stonehocker Farms, LLC
STEPHEN STOREY Partner, BPT Performance Consulting
RYAN SULLIVAN Founder, Waypoints Energy
PHIL SUMMERS President & CEO, Logic Healthcare
JIM TEEGARDEN CEO, Teegarden Financial Group
ADAM TRUITT Principal, Financial Designs, Ltd.
MATT TURNER* Managing Partner, MorningStar Senior Living
MICHAEL TURNER Chairman of the Board, RevGen Partners
BRIAN WAGNER* Independent Trustee
MIKE WARD* Owner, Mike Ward Infiniti, Maserati, Alfa Romeo, McLaren, Fiat
TARYN WESTBERG Co-Owner, Red Lodge Development, LLC
BERT WILLIAMS* Chief Operating Officer, Johnson Financial Group ACE Advisory Board Co-Chairman
*denotes Executive Committee Member
MARTHA BORRE Associate Managing Director, Commercial Real Estate, CIBC
WES BRADISH Managing Director, Ziegler Investment Banking
MARGARITA BRAVO Chief Creative Officer, Margarita Bravo Design
EVAN BURDEN Consultant- Voluntary Solutions Inc.
CHRIS FAULKNER Associate Broker, Live Water Properties
DAVID FOLEY Broker, Buell & Company
CHRISTOPHER FORDYCE President/Owner, Fordyce Consulting
JOHN FRANCE Managing Partner, Rose Gate Ventures
BRANDON GILES CEO, Eagle Automation
KELSEY GOLDBERG Account Executive, Zoom Video Communications
CHRIS HALSTEDT Vice President, Private Wealth Advisor, Goldman Sachs
NICK HANSEN Executive Vice President, Managing Director, Alliant Specialty Insurance Services, Inc.
BRIAN HARTLEY Vice President/Broker, Live Water Properties
PARKER HEIKES Vice President/Energy Finance, UMB Bank
KELLY JOHNSON Vice President, Legal, Liberty Global, Inc.
PETER KRAHN Regional Market Manager, Cinga Health and Life Insurance Company
MATT LENGEL Wealth Management Advisor, Denver Private Wealth Management
ZACH LEONARD Managing Director, CIBC
GREG LITVAK Principal, Highlands Vista Group
CHANCY LOVE* Denver, CO
JON MAXFIELD Base President, Jet Linx Aviation
AUSTIN MCKEE Managing Director, Eagle River Holdings, LLC
GRETCHEN MCLAUGHLIN* VP, Client Development Advisor, RMB Capital
ABBY MERCADO* Co-Founder & CEO, Best Shot
TRICIA MILLER Vice President, Wealth Management, Gampel Miller Wealth Consulting Group
STEWART NEFF Enterprise Sales Manager, NICE Systems, Inc
CALEB NEUMEYER Vice President, Bank of Colorado
JOHN OBERING President, Helm Energy, LLC
ADAM OSTERMILLER Vice President, Strategic Business Development, LPL Financial
ALYSON OWENS* Englewood, CO
ROB PEIRCE* Executive Vice President, USI Colorado
CARLETON LOGAN PIERSON Business Development, DAE Group
JESSICA RAUZI Managing Director, Unum
ALEX RIGGS Vice President, Production, Essex Financial Group
CHRIS SCHEER* SVP of Real Estate Finance & Asset Management, Sage Hospitality Resources
JEREMY SHEVLIN Partner, Regional Managing Director, Cresset Capital Management
BROOKE SIKONSKI Manager of Suite Services, Denver Broncos
MARGO SIMPSON Denver, CO
SEAN SJODIN Owner, Sjodin Consulting, LLC
CHARLIE SMITH Shareholder, Brownstein Hyatt Farber Schreck
GUS SPAULDING Partner and Managing Director, Cresset
SHEA TREADWAY* Vice President, Small Business, Unum Group ACE Associate Board Chairman
MIKI TYNAN* Owner and Co-Founder, Hygge Birth and Baby
JULIE VILLALOBOS Vice President of Sales & Marketing, Gradient Energy Services
WESLEY WEISE Senior Vice President and Private Client Adviser, U.S. Trust, Bank of America Private Wealth Management
MARY ANN WHETZAL HR Director, Liberty Oilfield Services
CASHIN WHITE* SVP/Director of Business Banking, BOK Financial
ANNE ZELLNER Lead Assistant General Counsel, Xcel Energy
*denotes Executive Committee Member
DONALD BOLLINGER Chairman, Bollinger Enterprises LLC
JOSEPH CAMPBELL Chief Executive Officer, Associated Grocers
MANUEL PEREZ DE LA MESA Vice Chairman, POOL Corporation
MIKE DEHART Chief Investment Officer, Stuller Management Services
MILTON GRAUGNARD Executive Vice President, Cajun Industries
DONALD BOLLINGER Chairman, Bollinger Enterprises LLC
JOSEPH CAMPBELL Chief Executive Officer, Associated Grocers
MANUEL PEREZ DE LA MESA Vice Chairman, POOL Corporation
MIKE DEHART Chief Investment Officer, Stuller Management Services
MILTON GRAUGNARD Executive Vice President, Cajun Industries
DONALD BOLLINGER Chairman, Bollinger Enterprises LLC
JOSEPH CAMPBELL Chief Executive Officer, Associated Grocers
MANUEL PEREZ DE LA MESA Vice Chairman, POOL Corporation
MIKE DEHART Chief Investment Officer, Stuller Management Services
MILTON GRAUGNARD Executive Vice President, Cajun Industries
CRAIG BARRETT Retired CEO/Chairman, Intel
ROBERT BEERS Billings, MT
JOE BILLIONRetired Owner and Chairman, Billion Auto Group
JERRY CASHMAN Founder and Owner, Cashman Nursery
GREG GIANFORTE Founder and Former CEO, RightNow Technologies
JARED HAUSKINS Financial Advisor, Edward Jones Investments
COLLEEN HOWELL Managing Director, Global Data Company
ELLIOT JUSTIN Founder and Chairman, SwiftMD
JENNI LEACH, Ph.D., LCPC Great Falls, Montana
LIZ MARCHI Former President & CEO, Montana West Economic Development
MARC PIERCE Co-Founder & CEO, Warm Springs Productions
JIM SCOTT Vice Chairman of the Board, First Interstate Bank
RAY THOMPSON Founder & Former CEO, Semitool
RICK UNGERSMA President, Murdoch’s Ranch & Home Supply
CHRIS WRIGHT CEO, Liberty Resources LLC
DAVID YARLOTT President, Little Big Horn College
CATHERINE BROCKExecutive Director, Bible Study Media
Houston, TX
JONATHAN CARRFoundation President, Christian Brothers Automotive
Houston, TX
CATHY AND ALEX CRANBERG Authentic Agility
Houston, TX
HEIDI CRUZ Managing Director, Goldman, Sachs & Co.
Houston, TX
COLLEEN DIPPEL Founder and Executive Director, Families Empowered
Houston, TX
JEREMY FRANK Vice President, J.P. Morgan Private Bank
Houston, TX
BRAD FREELS Chairman, Midway Companies
Houston, TX
CHARLENE AND JOHN O'SHEA President, JCJ Energy
Houston, TX
KHALED SALEM Managing Partner, Williamsburg Enterprises, Ltd.
Houston, TX
MELANIE SCHMIEDING Managing Director, Abbot Downing
Houston, TX
KELLEY AND BRENT SOUTHWELL Chairman, PJS of Houston Inc
Houston, TX
LINDSAY BROWN
Senior Vice President, Jones Lang LaSalle
ANNE MCCARTHY
Founder and President, Westmeath, Inc
JOE SMITH
Partner, Bartlit Beck LLP
(Chairman)
JERRY SOMMER
Denver, CO
SHEA TREADWAY
Regional Vice President, Midwest Region, Unum Group
MATT TURNER
Managing Partner, MorningStar Senior Living
MIKE WARD
Owner, Mike Ward Infiniti, Maserati, Alfa Romeo, McLaren, Fiat
BERT WILLIAMS
COO, Johnson Financial Group
LIZ WRIGHT
Denver, CO
(Vice Chair and Secretary)
TOM ZANECCHIA
President, Wealth Management Consultants, Inc.
(Treasurer)
GINA DIMATTEO Chief Financial Officer / HR Director
ARTHUR DUPRE´ President, ACE Scholarships Louisiana
JULIE HEADLEY Chief Development Officer
ROSS IZARD Vice President of Policy
JOHN OLIVER Chief Program Officer
NORTON RAINEY President & CEO
PHIL SMITH Chief Marketing Officer
JONATHAN TEE Chief Operating Officer
JOSH BATTLE National Grants Manager
TINA BURKE Database Manager
ERIK BILLINGER Colorado Development Director
ANGELA CHOI Executive Assistant
AIDAH CLINTON Alumni & Family Engagement Manager
LIZ COLE Colorado Development Director
GINA DIMATTEO Chief Financial Officer / HR Director
ARTHUR DUPRE´ President, ACE Scholarships Louisiana
JULIE HEADLEY Chief Development Officer
ERIN HOFFMAN Development Coordinator - CO
JR HOLLAND Vice President of Development, Dallas & Fort Worth
ROSS IZARD Vice President of Policy
LENNIE JARRATT Data and Evaluation Manager
BRITTANI JOHNSON Vice President, Development - CO
TYEJEREE MCMANUS Community Outreach & Program Coordinator - LA
JOHN OLIVER Chief Program Officer
RAGAN PAPE Events Coordinator
JAKE PENWELL Vice President, Development - MT & WY
JENEE PULLIAM Development Coordinator & Engagement Specialist - Houston & San Antonio
NORTON RAINEY President & CEO
CARRIE RENICK Accounting and HR Generalist
JASON ROBERTS National Communications Manager
SHELLEY ROGERS Vice President, Development - Austin, Houston, and San Antonio
PHIL SMITH Chief Marketing Officer
CHRISTINA SNIDER Development Director - AR
FLORIE SULLIVAN Program Coordinator - CO
JONATHAN TEE Chief Operating Officer
DOMINIC WILLIAMS Accounting Manager
SARAH WOLFF Program Director - CO
KATRINA YOSHIDA Policy Engagement Manager
