Robert E. Rubin (Board Chair)
Bob is a former Secretary of the U.S. Treasury and is co-chairman emeritus of the Council on Foreign Relations, after concluding his 10-year term as co-chairman. He joined the Clinton administration in 1993, serving as assistant to the president for economic policy and the first director of the National Economic Council. He was named Treasury Secretary in 1995 and served until 1999. Bob joined Goldman, Sachs & Company in 1966 and served as co-chairman from 1990 to 1992. From 1999 to 2009, he served on the board at Citigroup and as a senior advisor. In 2010, he joined Centerview Partners as senior counselor of the firm. He serves on the board of Mount Sinai Health System and recently completed a 12-year term as a member of the Harvard Corporation. He is one of the founders of The Hamilton Project, an economic policy project housed at the Brookings Institution, and is author of In an Uncertain World: Tough Choices from Wall Street to Washington.
Lisa Cashin (Vice Chair)
Lisa is the former chief credit officer at LISC, a position she held for 19 years before retiring in 2007 and joining the LISC board. Previously, she was a vice president at Citigroup Investment Bank and a loan officer with the real estate division of Chemical Bank. She has worked at the Boston Redevelopment Authority, Gammon Properties in Hong Kong, and the United Nations Center for Housing, Building and Planning. Lisa is also president of the board of trustees for Prep for Prep, a leadership development and gifted education program that places high-achieving minority students from New York City at top independent and boarding schools.
Greg is a managing director of One Equity Partners (OEP). Prior to joining OEP, he served as a vice president in the investment banking division of Lehman Brothers, specializing in global healthcare. He is currently a board member of Celltrion Healthcare and Expert Global Solutions, Inc. Greg previously served on the boards of Prodigy, Inc., Apollo Health Street, Arthrocare and Systagenix Wound Management.
Audrey is the CMO and chief sustainability officer at Morgan Stanley and head of the Global Sustainable Finance Group. In these roles, she overseesthe firm’s efforts to promote economic opportunity, community development and global sustainability through the capital markets. In a career spanning the public, private and nonprofit sectors, Audrey has become a thought leader on how finance can be harnessed to address public policy challenges. She served in the Clinton administration in senior policy positions, including as chief of staff of the Council of Economic Advisers and domestic policy advisor to the vice president. Previously, Audrey was a foreign correspondent and bureau chief at the Wall Street Journal. She serves on President Obama’s Community Development Advisory Board and on several national nonprofit boards focused on education, conservation, and impact investing. She is a graduate of Harvard College and Harvard Business School.
Larry H. Dale
Larry is a retired managing director of Citi Community Capital and serves as chairman of the National Equity Fund, LISC’s investment affiliate. He is chairman of Mercy Housing Inc.’s finance committee and is a member of the boards of the Paramount Community Development Fund, the Capmark Community Development Fund and Steadfast Income REIT. Earlier in his career, he was a senior vice president of Fannie Mae, vice president of Newman & Associates, Inc. and president of Mid-City Financial Corporation. Larry was also a deputy to the assistant secretary for Housing/FHA Commissioner at HUD.
Michelle de la Uz
Michelle has been the executive director of Fifth Avenue Committee since 2004. With more than 20 years of experience in public and community service, she oversees the organization’s mission, comprehensive programs serving more than 5,500 low/moderate-income people, several affiliate corporations and a housing development pipeline of 1,000 units. Michelle has served as program director for the Center for Urban Community Services and as Congresswoman Nydia Velázquez’ first director of constituent services and was active in advancing transportation, environmental justice, immigration reform and employment policy initiatives. A former trustee of Connecticut College and a recipient of the Ford Foundation’s Leadership for a Changing World Award, Michelle serves on the board of the Association for Neighborhood and Housing Development, Inc. and was appointed by Bill de Blasio, during his tenure as public advocate, to serve on the NYC Planning Commission.
Sally is executive vice president and head of strategy for Chase Consumer and Community Banking (CCB). She is also a member of the CCB leadership team. She spent 10 years at Citigroup, and began her career as a strategy consultant for McKinsey & Company. Sally is the executive co-sponsor of WIN, the JPMorgan Chase employee networking group for women, and serves on the executive committee of the bank’s management associate program. She is also a member of the board of directors of Graham Windham, the nation’s longest-serving child welfare agency.
Tom is the president and CEO of Raza Development Fund, Inc. (RDF), the largest Latino Community Development Financial Institution (CDFI) in the U.S. with approximately $200 million in total assets under management. In 1999, Tom pioneered a faith-based approach to community development, establishing RDF’s Partnership of Hope and the Hope Fund. Under Tom’s leadership, RDF has provided capital to organizations serving Latinos nationwide. These organizations have received technical assistance and loans of nearly $300 million, which have leveraged more than $2 billion in private capital for education, childcare, affordable housing and healthcare projects serving low-income families and individuals.
Dean is a senior counselor at the Police Foundation, a former chief of police in New Haven, CT and one of the country’s leading advocates for a community development approach to crime. He has served as police chief of Providence, R.I. and Stamford, Conn. and for the MTA’s Metro-North Railroad. He is a member of the New York and Massachusetts bars and has served as a distinguished professor at the Roger Williams University School of Law and School of Justice Studies. Dean is a member of the national board of the Vera Institute of Justice and a former board member of the Police Executive Research Forum. He also holds a lecturer’s appointment at the Yale University Child Study Center, Yale Law School and the University of New Haven.
Ellen is president and CEO of the Greater Milwaukee Foundation. She previously spent 12 years at the Greater Cincinnati Foundation, including work as vice president of community investments and as president and secretary of the HealthPath Foundation of Ohio, a $21 million supporting organization of the Greater Cincinnati Foundation. Her experience spans work at the United Way of Greater Cincinnati, the United Way of America, the Eisenhower Foundation and as a program director at LISC in the early 1980s.
Lisa is an executive vice president and continuous improvement executive at U.S. Bank. Lisa has been with U.S. Bank since 1986. She has held a variety of first line operational roles, including management positions in commercial, consumer and trust operations. Lisa also has held key leadership positions in both corporate compliance and internal audit. Most recently, she was the director of community affairs for the bank. She is a certified risk professional, a chartered bank auditor and a certified internal auditor. Lisa is an active leader in both community and industry groups. In Milwaukee, she is the chair of LISC’s Local Advisory Board and serves on the board of directors of Select Milwaukee. She is immediate past chair of the Consumer Bankers Association’s Community Reinvestment Committee.
Colvin W. Grannum
Colvin is president and CEO of Bedford Stuyvesant Restoration Corporation (Restoration), the nation’s first community development corporation. Prior to joining Restoration in 2001, he was the founding president and CEO of Bridge Street Development Corporation. He also practiced law for more than 17 years, most notably with the U.S. Department of Justice, NYNEX Corporation (now Verizon) and the New York City Law Department. Colvin serves on the boards of the Carver Federal Savings Bank, New York City Workforce Investment Board, Center for New York City Neighborhoods, Brooklyn Chamber of Commerce and Bedford Stuyvesant Early Childhood Development Center, Inc. among others, and is on numerous advisory boards and public commissions.
Lisa is the Assistant Director of Federal Relations at University of California, Los Angeles. She was previously the executive director of the National Coalition for Asian Pacific American Community Development (National CAPACD). She serves on the board of the National Low Income Housing Coalition and on the executive board of the National Council of Asian Pacific Americans. Prior to joining National CAPACD, Lisa was the community liaison for the White House Initiative on AAPIs and worked for the U.S. Department of Health and Human Services and the Office of Minority Health. Lisa has also worked at two community health centers serving low-income AAPIs in Los Angeles and Oakland, California. She is a graduate of the University of California, Los Angeles, and the Harvard School of Public Health.
Maurice is the president and CEO of LISC. Previously, he was the Secretary of Commerce for the Commonwealth of Virginia, where he managed 13 state agencies focused on the economic needs in his native state. He has also been second in command at the U.S. Department of Housing and Urban Development (HUD), serving as deputy secretary in charge of operations and overseeing the agency’s 8,900-member staff. His other public policy experience includes work as Commissioner of Virginia’s Department of Social Services and Deputy Chief of Staff to then-Gov. Mark Warner. He served at the Treasury Department during the Clinton Administration, helping manage the Community Development Financial Institutions (CDFI) fund. His private sector experience touches on media, law and philanthropy, with top positions at the Virginian-Pilot in Norfolk, a Richmond law firm and a private philanthropy investing in community-based efforts to benefit children in Washington, D.C.
Tim McFadden, CLU, is the President and CEO of the State Farm Florida, State Farm Indemnity and State Farm Guaranty Companies. He also serves as the Senior Vice President of State Farm’s Eastern Market Area. He began his career with State Farm in 1992 as an agent in Miami, Florida. In 2008, he was named Senior Vice President of State Farm’s Southern Zone. In 2011 the State Farm’s Mid-Atlantic Zone was added to his responsibilities. He was appointed to his current position in 2013. Tim is a graduate of the United States Military Academy and served five years as a U.S. Army Officer. He earned his Juris Doctorate degree from Stetson College of Law and he is an Alumnus of Harvard Business School. Tim serves on the board of Top Layer Reinsurance, a Bermuda Corporation. He also serves on the boards of two non-profit corporations, Local Initiatives Support Corporation (LISC) and the American College Ethics Board.
Brandee is president and CEO of the Citi Foundation and director of Corporate Citizenship. Brandee first joined Citi in 1991 and has served in a variety of business management- and philanthropy-related leadership roles including director of operations for Citi Community Capital and as a senior relationship manager in Citi’s then Community Relations and Community Reinvestment Act unit. Brandee has also worked at the Ford Foundation, where she developed a portfolio of investments that support low-income households’ efforts to achieve financial success. She is the incoming board chair of the Corporation for Enterprise Development and chair of the Living Cities Income and Assets Working Group as well as a former board member of Philanthropy NY and the Asset Funders Network.
Kathryn E. Merchant
Since her May 2015 retirement after 18 years as president and CEO of The Greater Cincinnati Foundation, Kathy resumed independent consulting with nonprofit and foundation sectors, joined StriveTogether as a senior fellow and joined CFLeads as a senior advisor. She was previously the director of The Pew Charitable Trusts’ Neighborhood Preservation Initiative and a partner in the New Haven-based consulting firm of Holt, Wexler & Merchant. In addition to LISC, she has served on the national boards of the Center for Effective Philanthropy, the Council on Foundations, and Community Foundations of America, as well as ON other statewide and local boards. Kathy has received numerous local and national awards for her leadership in community philanthropy.
Andrew D. Plepler
Andrew is Bank of America’s Global Corporate Social Responsibility and Consumer Policy executive. He oversees the company’s global approach to advancing the countries, regions and communities it serves through socially responsible business practices, programs, policies and direct investments. Andrew is also the senior executive responsible for engaging with consumer and community groups on critical consumer issues. Previously, Andrew served as senior vice president of housing and community initiatives with the Fannie Mae Foundation. He has worked as a trial attorney for the U.S. Department of Justice in the tax division and on Capitol Hill as counsel to the U.S. Senate Committee on the Judiciary. Andrew serves on a number of boards, including the Urban Alliance in Washington, D.C., Living Cities and Independent Sector.
Rey is managing partner at Centri Capital. He previously served as president and CEO of TechNet, a national advocacy network of technology CEOs, and was the founder and CEO of One Economy Corporation, a nonprofit that expands access to information and technology in low-income communities. Prior to that he was president and COO of the Enterprise Foundation, director of housing and community services for the state of Oregon and a practicing attorney. Additionally, Rey has helped drive the creation and distribution of public-purpose media, most notably through the Public Internet Channel, which he founded.
Rip is president and CEO of The Kresge Foundation, a $3 billion national, private foundation based in metropolitan Detroit. An attorney and expert in urban policy, Rip came to Kresge in 2006 and led the philanthropy in a multiyear transition to expand and recalibrate its grantmaking. Strategically focused programs emerged: arts and culture, education, environment, health, human services and community development in Detroit, Kresge’s hometown. Each program seeks to expand opportunities in America’s cities so that vulnerable people can lead self-determined lives and join the economic mainstream. Rip put into practice the use of multiple funding methods, including operating support, project support and program-related investments.
Lata is Vice President and head of Corporate Social Responsibility and President of The Prudential Foundation for Prudential Financial, Inc. She is responsible for overseeing the company’s philanthropy, impact investments, corporate giving and corporate engagement activities. Lata joined Prudential in 1997 to manage the Foundation’s education grant-making activities. In 2002, she became vice president of The Prudential Foundation with responsibility for developing and leading the strategic direction of the Foundation’s grant-making policy and programs. She left Prudential in 2008 to launch her own independent consulting practice, advising philanthropic and nonprofit clients on strategy and program development. She returned to Prudential to assume her current position in April 2012.
For nearly three decades, Jerry has served as CEO of Kentucky Highlands Investment Corporation (KHIC), one of the nation’s top community development organizations fueling affordable housing, new businesses, good jobs, workforce skills, health care and other critical services in 22 counties across eastern Kentucky. Previously, he was KHIC’s vice president and marketing manager, and, earlier, he worked with community organizations as part of two regional planning commissions. Jerry currently serves on the boards of the Tennessee Valley Corridor and The Center for Rural Development, and on the advisory committee for the Eastern Kentucky University School of Business. He is the past chair of the Kentucky Appalachian Advisory Commission and a former member of the Federal Home Loan Bank of Cincinnati’s Advisory Committee.
Nilda is the president and CEO of Asociación Puertorriqueños en Marcha, Inc. (APM), one of Philadelphia’s top health, human services, and community development organizations. She serves as a mayoral appointee to the Philadelphia City Planning Commission and, in 2008, was co-chair of Philadelphia Mayor Michael Nutter’s Transition Team. She was also asked by Gov. Tom Wolf to serve on his transition steering committee. From 1999 to 2005, Nilda was National Council of La Raza’s (NCLR) senior community development director for the East Coast. She was appointed to the NCLR board of directors in 2009 and now serves on the executive board.
George is the chairman and CEO of Neuberger Berman, a 75-year-old private, independent investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutions, advisors and individuals. George’s additional board service includes Lincoln Center for the Performing Arts, the Mayor’s Fund to Advance New York City, Securities Industry and Financial Markets Association (SIFMA) and the Partnership for New York City.
Dennis is president and CEO of MetLife Foundation where he oversees foundation and corporate contributions, company volunteer activities and the foundation’s social investment activities. He joined MetLife in 1989 and has worked on investment activities like affordable housing and renewable energy transactions in addition to corporate citizenship. Prior to joining MetLife, he worked for the Association on American Indian Affairs, a private, nonprofit group working with tribal governments, and for PaineWebber.