Former Managing Director, Head of Managed Investments for Bank of America Merrill Lynch
Sandy is the former Head of Managed Investments within the Investment Solutions Group for Bank of America. In this role, Sandy led the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Sandy’s team included product management professionals who are responsible for product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds. She also led the Diversity & Inclusion Council for the Investment Solutions Group.
Before joining Bank of America Merrill Lynch in March 2015, Sandy was Head of Investment Solutions for Pershing LLC, a BNY Mellon company. In this role she was responsible for delivering the investment product offering for independent broker dealers and RIAs. Prior to that, Sandy was responsible for the product management, oversight, marketing and management of various investment solutions offerings at TD Ameritrade, Morgan Stanley and Merrill Lynch.
Sandy earned a Bachelor’s degree from The College of New Jersey and an MBA from Fairleigh Dickinson University. She is a graduate of the Securities Industry Institute Executive Development Program at The Wharton School of the University of Pennsylvania. Sandy is also a Member of the Board of Directors for Expect Miracles Foundation – Financial Services against Cancer.
Principal, SDG AdvoHealth, LLC
Surabhi is a scientist, writer and editor who brings her passion for health care strategy and communication to the world of non-profits. Through her consultancy, SDG AdvoHealth LLC, Surabhi provides scientific and communication advice to patient advocacy groups, assisting with content development, grant writing, program development, strategic partnerships, and meeting planning. Her goal is to support non-profit patient groups as they help patients and their caregivers navigate healthcare.
Surabhi’s undergraduate studies were in Pharmaceutical Sciences. Following her Bachelor’s and Master’s in Pharmacy from the University of Mumbai, India, she earned her doctorate in Cell Biology from the University of Maryland, Baltimore. Her post-doctoral research work was at the University of Chicago followed by Northwestern University. She currently serves on the Board of The Father Center of New Jersey.
Surabhi lives in Skillman, NJ, with her husband, son, and their dog. She enjoys hiking and is a Harry Potter and Star Wars fan.
President, The College of New Jersey
Dr. Kathryn A. (Kate) Foster became the 16th president of The College of New Jersey in 2018.
A native of New Jersey and a scholar-educator with over thirty-five years of experience in public higher education, Foster comes to TCNJ from the University of Maine at Farmington (UMF) where she served as president from 2012 to 2018. Prior to the presidency, she was a Visiting Fellow at the Brookings Institution, on research leave from the State University of New York at Buffalo, her academic home from 1993 to 2012.
Foster earned her BA in geography from The Johns Hopkins University, her MCP (city planning) from the University of California, Berkeley, and her PhD in public and international affairs from Princeton University.
An overarching aim of Foster’s first year at TCNJ has been to clarify the college’s institutional priorities and align the relevant pieces – strategy, budget, capital investment plan, and programming – to ensure that the institution is making the most responsible and wise choices for today and tomorrow. This has involved the introduction of a new budget process to better align investment plans with priorities, and the development of key performance indicators to monitor progress.
Foster has placed particular emphasis on building a more inclusive community at TCNJ. The creation of a Division of Institutional Diversity, Equity, and Inclusion; formation of a Bias Response Team; and the development of new education and advocacy programs are among the early achievements.
Previously, under Foster’s leadership, UMF turned around a five-year decline in enrollment, bolstered experiential education, and aligned programming and investment through the university strategic plan, campus master plan, recruitment and retention plan, advancement plan, and marketing plan. With renewed attention to campus facilities, UMF refurbished its gymnasium, created a student learning commons, improved classroom spaces and lounges, upgraded residence halls, and built a biomass heat plant, which, together with geothermal wells, significantly reduced campus dependency on fossil fuels.
A fully engaged administrator and frequent public speaker, Foster established The Public Classroom, UMF’s speaker series bridging university and community, expanded university governance, and energized the university’s Board of Visitors.
She worked closely with the University of Maine System Chancellor and Trustees to map strategic directions for the public higher education system in Maine. Foster served as chair of the presidents’ council of the North Atlantic (athletic) Conference, chair of the strategic plan committee of the Council of Public Liberal Arts College, and member of the boards of the Greater Franklin Development Corporation and JMG (formerly Jobs for Maine’s Graduates). In 2016 Foster was named by Maine magazine as one of the “50 People Charting the Future of Maine.”
Foster is the author of The Political Economy of Special-Purpose Government (1997), Regionalism on Purpose (2001), and dozens of book chapters, articles, and policy reports. She participated actively on several New York State task forces, including the New York State Commission on Local Government Efficiency and Competitiveness, and was selected by Business First in 2007 as its Woman of Influence in Public Policy. Earlier in her career, Foster was a lecturer at Cal Poly, San Luis Obispo, served as a Peace Corps Volunteer in Swaziland, and, in 2000-2001, as Visiting Fellow at the Taubman Center for State and Local Government at Harvard University.
Foster is a member of the boards of the New Jersey Chamber of Commerce, New Jersey Association of State Colleges and Universities, and the New Jersey Athletic Conference. She enjoys golf, hiking, photography, maps, road trips, theater, old books, writing, bicycle riding, visiting state capitols, and attending cultural and athletic events of all kinds.
Dean, TCNJ School of Business
Dr. Jervis comes to TCNJ from the University of Rhode Island, where she served as director of the Graduate Healthcare Management Program and professor of accounting. She served as interim dean of the College of Business at URI in 2015, and prior to that role, was the Richard Vangermeersch Professor of Accounting and area coordinator for the accounting information systems area. During the 2018-2019 academic year, Dr. Jervis was an American Council on Education Fellow at Southern Connecticut State University under President Joe Bertolino.
Among Dr. Jervis’ research interests are hospital and municipal financial reporting and its impact on users’ decisions in the public interest. She has several publications in scholarly accounting and health care journals that include Accounting and the Public Interest and Journal of Health Care Finance. She also chaired the URI College of Business Student Affairs and Diversity Committee, served as faculty advisor to the Women in Business student organization, and was a member of the university’s President’s Commission on the Status of Women to enhance policies for non-discrimination.
Dr. Jervis earned her doctorate from the University of Connecticut and has received undergraduate and graduate teaching awards in business and a faculty service award in recent years. She and her husband, Christopher Bannister, have two grown children, two granddaughters, and a pug. She enjoys playing the oboe and handbells.
Associate Professor Journalism and Professional Writing, The College of New Jersey
Kim Pearson is an associate professor of journalism at The College of New Jersey. Her work focuses on broadening participation in computational journalism and building civic media platforms. Her research has attracted support from Microsoft Research, the National Science Foundation and the New Jersey Council of the Humanities. In 2,000, she was selected as New Jersey Professor of the Year by the Carnegie Foundation for the Advancement of Teaching and the Council for Advancement and Support for Education.
Pearson received her primary and secondary education in the public schools of Camden, New Jersey and Philadelphia, Pennsylvania. As an educator and individual, she was profoundly influenced by the example of her father, Jesse W. Pearson, Sr. She received her AB in Politics from Princeton University, and her MA in Journalism from New York University.
Before coming full-time to TCNJ in 1990, she was a science writer – first for the Fox Chase Cancer Center and then for AT&T. At Fox Chase, she was a lay counselor for the Cancer Information Service and the writer and editor of newsletters for allied health professionals. In that capacity, she reported on a range of topical issues and covered such notable researchers as Linus Pauling, Alfred Knudson, and Nobel Prize winner Baruch Blumberg. At AT&T, she was among those responsible for explaining the underlying science and practical applications of technologies we now take for granted, such as mobile telephony, high speed data networks, and holography. In that capacity, she reported on the work of such scientific luminaries as Nobel laureates Arno Penzias and Bob Wilson, Unix inventors Ken Thompson and Dennis Richie, mathematician William Massey and National Technology medalists James West and Walter Lincoln Hawkins, among others.
Her magazine journalism has appeared in Black Enterprise, Emerge, and the Quarterly Black Review of Books, among other outlets.
At TCNJ, Pearson has taught a broad range of courses in the Journalism, Professional Writing, African American Studies, Interactive Multimedia and Liberal Learning programs. She co-founded TCNJ’s Interactive Multimedia major, along with Ursula Wolz and Phillip Sanders. From 2011-14, she chaired the Department of African American Studies.
Pearson is a member of the Online News Association, member of the Association for Education in Journalism and Mass Communications, and an associate member of the National Association of Black Journalists. She is also a life member of both the Association for the Study of African American Life and History and the Alumnae Association of the Philadelphia High School for Girls, a board member of the Princeton Class of 1978 Foundation and an volunteer at Arch Street Presbyterian Church. # Link in context
User Researcher, Writer, and Illustrator
Ximena Vengoechea is a user researcher, writer, and illustrator whose work on personal and professional development has been published in Inc., The Washington post, Newsweek, and Huffington Post. She is the author of the new book, Listen Like You Mean it: Reclaiming the Lost Art of True Connection (Portfolio/Penguin Random House). She is a contributor at Fast Company and The Muse, and writes Letters from Ximena, a newsletter on tech, culture, career, and creativity. She is best known for her project The Life Audit. An experienced manager, mentor, and researcher in the tech industry, she previously worked at Pinterest, LinkedIn, and Twitter.
The summit will be held November 10, 2021.
8:30 a.m. to 1:45 p.m (exact times subject to change)
Virtually on Zoom
Digital tickets are $50 for community members, alumni, TCNJ faculty, and staff.
Students do not have the option to purchase tickets. Digital tickets are free for TCNJ students.
Digital tickets include all sessions, with the ability to ask questions.
We do not offer refunds on ticket purchases at this time.
Contact Nicole Beagin, communications specialist, via email or at 609.771.2567.
Contact Nicole Beagin, communications specialist, via email or at 609.771.2567.