Finance Targeted Advisory Council

The LMU Finance Targeted Advisory Council (FTAC) provides guidance, advice and feedback to the LMU Department of Finance. The council meets to discuss business and employment trends, assess program objectives and advise the department on how to improve the finance curriculum to better serve the needs of our students.

Ralph Birchmeier '91
Former Partner
Brandes Investment Partners

Joseph Christian '16
Financial Planner
Capstone Partners

Jon Ekoniak '89
Managing Partner
Bordeaux Wealth Advisors

Rob Knowles, MBA '96
SVP - Institutional Sales
Copeland Capital Management

Robert Lu '03
COO, Managing Partner
TouchUpDirect

Kevin McConahey, MBA '05
Finance Director
Toyota Financial Services

Seamus McMorrow '19
Associate
JPMorgan Chase & Co.

Elliott Neumayer '02, MBA '05
Product Specialist
Western Asset Management

Kevin Novak '04
Principal, Senior Consultant
NEPC, LLC

Jessica Purnell '18
Manager
Edwards Lifesciences

Tony Santana '89
Managing Director
Berkeley Research Group

Brett Sifling ’17
Investment Advisor
Gerber Kawasaki

Jonathan Varenchik '01
Executive Director 
Morgan Stanley Wealth Management

Cliff Wang '07, MBA '11
VP, FP&A & Operations - Peacock Kids
NBCUniversal Media, LLC

Michael Wilhite '05
Financial Advisor
Morgan Stanley