Global Leadership Council

Mission

The mission of the San José State University Lucas College and Graduate School of Business Global Leadership Council is to assist the Dean, faculty, and staff in attaining global status as a leading college of business.

The Global Leadership Council will achieve its mission through a membership of individuals whose business community stature and accomplishments bring credit to the College and who individually and collectively provide:

  • Advice and counsel to the Dean, faculty, and staff on strategy, important issues affecting the future of the College, curricula and programs;

  • Support and assistance to the fundraising efforts of the College;

  • Input to the Dean, faculty, and staff for assessing the progress of the College and measuring achievement of goals and objectives;

  • Insights to the Dean, faculty, and staff on how the College can enhance the impact of its services on various stakeholder groups;

  • Valuable contacts for faculty access to the business community for applied research purposes and to help them further develop their public service skills; and

  • Valuable contacts for students and advice in their career selection decisions and job-seeking activities.

Membership

James L. Bareuther

Former Chief Operating Officer, Brown-Forman

William E. Barton

Retired CFO and Senior Vice President of Granite Construction

Leon Beauchman

Area Manager, External Affairs for AT&T

Edward E. Benson

President and CEO Two Sheltie Productions, LLC

Tim Boothe

Executive Vice President, Bridge Bank

Phillip R. Boyce

President of Boyce & Associates

Richard L.Conniff

President & CEO, Focus Business Bank

Joseph C. Consul

Vice President & CFO, Everdream Corporation

C. Edward Van Deman

CEO and Co-Founder, Financial Navigator

The Honorable Rod Diridon, Sr.

Sr. Executive Director, Mineta Transportation Institute

Dan Doles

Executive in Residence, Lucas College and Graduate School of Business

Melissa Dyrdahl

CEO and Co-founder, Bring Light, Incorporated

Annette Finsterbusch

Director for Applied Ventures in the Corporate Business Development group of Applied Materials

Robert W. Foy

Chairman of the Board, California Water Service Company

Jacques Francoeur

Founder & CEO, Spheric Security Solutions

Jay B. Fulcher

President & CEO, Ooyala

Wanda Ginner

Board Member, Tower Foundation - Member, SJSU Exceptional Women Executives

Roop Lakkaraju

Executive Vice President, Finance & CFO, 2Wire

Cynthia Lazares

CPA, Retired cofounder of Shilling and Kenyon/SK Consulting

Donald Lucas

Lucas Trust Ventures

Paul Logue

Vice President, Enterprise Customer and Market Insights Hewlett-Packard Company

Bradley S. Maihack

Corporate Controller for Open View Software, Hewlett Packard

Naresh Malik

Strategy & Business Development Executive

JJ McClatchy

President and CEO of McClatchy Management Company

Reshma Nigam

CEO and President, aMarketForce

Timothy S. H. Omé

Senior Advisor, US, Market Access Center

Gary J. Sbona

Founder, Chairman, and CEO, Regent Pacific Management Corporation

Dr. Gary M. Silver

Retired Cardio-thoracic Surgeon and Private Investor

Richard Stone

Founder and CEO of Salient Friedman Wealth Management

James E. Thompson

Founder and Chairman of Crown Worldwide Group

Vince Voron

VP, Executive Creative Director, Dolby Laboratories

Anthony Wong Co-Founder, Badu Networks, Inc

Oliver Yu

President of the STARS Group




William (Bill) E. Barton,

BS '67 Accounting & Finance

Mr. Barton started at Granite Construction in 1980 as a cash manager until promoted in 1988 to company treasurer, and then in 1990 as Chief Financial Officer and Vice President. He is now Chief Financial Officer and Senior Vice President of Granite Construction and serves on the subsidiary board of directors of Wilder Construction, Incorporated and ITC, Incorporated, to which Granite Construction has a minority interest in. Mr. Barton received his MBA from Santa Clara University in 1973.

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Leon Beauchman

MBA

Leon Beauchman is Area Manager, External Affairs for AT&T in Santa Clara County. He is a delegate to the California School Boards Association and serves on the Juvenile Justice Systems Collaborative. He served on the executive board for the Santa Clara County School Boards Association and is past-chair of the Education Committee of the Silicon Valley Leadership Group. Leon has served as a director of the California School Boards Association, and as a member of the California High School Exit Exam Panel and the California Education Master Plan Committee. He was a member of the Mayor's Education Task Force and the board of Joint Venture Silicon Valley's Education Initiative. He served six years on the board of the Campbell Union School District. He is president of the Santa Clara County Alliance of Black Educators, and a member of the NAACP of San Jose and 100 Black Men. Leon holds a MBA from San Jose State University and lives in San Jose with his wife, Dr. Nejleh T. Abed, and their three sons.

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Edward E. Benson

BS '61 Industrial Management (Minor in psychology) &
MS '62 Business Administration

President and Chief Executive Officer, Two Sheltie Productions, LLC.

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Timothy W. Boothe


Timothy W. Boothe, Tim has been Executive Vice President of Bridge Capital Holdings since 2001 and also serves as its Chief Operating Officer. Mr. Boothe serves as Chief Operating Officer and Executive Vice President of Bridge Bank, National Association. He served as the Chief Operating Officer of Bridge Bank, a subsidiary of Bridge Bancorp, Inc. since October 6, 2006. He served as Chief Loan Officer of Bridge Bancorp, Inc. since 2001. Mr. Boothe served as a Senior Vice ... President and Commercial Team Leader with Heritage Bank of Commerce in San Jose until December of 2000. Prior to joining Heritage Bank of Commerce in 1996, Mr. Boothe spent six years in progressively senior positions with Comerica Bank-California in the San Jose and Oakland offices. He served as credit analyst and management trainee at Plaza Bank of Commerce. He is a member of the Robert Morris Associates, a national association of credit professionals, and is a graduate of Pacific Coast Banking School through the University of Washington. Mr. Boothe is also a graduate of the University of California, Santa Barbara.

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Phillip (Phil) R. Boyce

BA '66, Business Administration

Mr. Boyce is the President of Boyce & Associates, a property development firm. Mr. Boyce is the retired chairman of Western Capital Management. He and his wife, Susan, founded Pacific Western Bank when he was 30 years old, which later became Western Capital Management. In 1994, the bank merged with Comerica Bank.

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Richard (Dick) Conniff

MBA '87

Mr. Conniff is the President & Chief Operating Officer of Focus Business Bank. Prior to this, he was Chief Executive officer and Chairman of Heritage Commerce Corporation Mr. Conniff has been President and COO of Heritage Commerce Corp since 2000; President and Chief Executive Officer of Heritage Bank East Bay, a wholly-owned subsidiary of Heritage Commerce Corp, from 1998 to 2000; President and Chief Executive Officer of Acacia Bank, an industrial loan company, from 1997 to 1998; and Senior Vice President and Chief Financial Officer of South Valley Bancorporation from 1995 to 1997.

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Joseph C. Consul

BS '82 Business Administration

Joe Consul is responsible for all of Everdream's financial, accounting, human resource and IT operations. Mr. Consul brings to Everdream 20 years of finance and operations experience with full business life cycle experience from start-up stage through public offerings and a successful track record of achieving significant ROI for investors. Prior to joining Everdream, Consul was the Vice President of Finance and Chief Financial Officer of Arcot Systems, a leading provider of identity management solutions for e-payments, pharma and banking applications. Before that Consul served as Vice President of Finance and Chief Financial Officer at Tumbleweed Communications (NASDAQ: TMWD), where he led Tumbleweed's IPO. Previously, he served as Vice President of Operations for Fractal Design Corporation, and also held senior finance positions at Ray Dream, XA Systems Corporation, and Adobe Systems. Consul holds a B.S. in Business Administration from San Jose State University, an M.B.A. from the University of Southern California Marshall School of Business, and was licensed as a California C.P.A.

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 C. Edward Van Deman

B.S. Mathematics

As CEO and Co-Founder, Ed is responsible for Financial Navigator's corporate strategy and implementation. Edward's entire career has been devoted to building and using financial reporting systems. In 1983, FNI introduced the first integrated general ledger accounting and portfolio management software solution to the High Net Worth marketplace. That solution has since evolved into the complete Navigator software suite, which meets the complex needs of family offices around the world.

Ed has received the Certificate in Investment Performance Measurement (CIPM) designation certified by the CIPM Association, a division of the CFA Institute. Ed is currently a licensed CPA in the states of California and New York, and has earned the Personal Financial Specialist (PFS) credential certified by the American Institute of Certified Public Accountants (AICPA). He also holds the Chartered Global Management Accountant (CGMA) designation.

Prior to co-founding FNI, Ed was a Registered Investment Advisor with a leading investment management firm in Northern California where he served High Net Worth clients. His career began as a CPA with KPMG in New York City. Ed holds an MBA (with Distinction) from New York University, and has done post-graduate work in finance and information technology at the University of Chicago and in the Stanford University Executive Management program for high-tech executives. Ed also holds a B.S. in Mathematics from Davidson College.

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The Honorable Rod Diridon, Sr.

BS '61, MS '63

Rod recently retired as chair of the County Board of Supervisors and Transit Board after 23 years in elected office. He chairs transit projects at the local, regional, state, national and international level and is credited with returning rail to the Valley. He is currently on the corporate boards of the San Jose National Bank and Empire Broadcasting Corporation as well as numerous community associations. He has served as chair of over 50 local and national organizations. The main San Jose train station is dedicated the San Jose Diridon Station. Rod was the 1983 Lucas College and Graduate School of Business Distinguished Alumnus Award recipient and a charter member of our Association. He served as our Association's President for two terms from 1996 to 1998 and currently serves on our Executive Committee as Past President.

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Dan Doles

BS 85'

Dan will be responsible for developing a Venture Development Process. He will be working closely with all segments of SJSU, building on the programs that Anu Basu and Steve Bennet have built with the Silicon Valley Center for Entrepreneurship and the Entrepreneurship Lab, respectively, and that Joe Giglierano has initiated with the Technology Commercialization Initiative. Some ideas currently being evaluated include a Spartan Angel Network to invest in ventures launched by students, faculty and/or alumni (working closely with Nancy Bussani, CEO of the Tower Foundation); a boot-camp for entrepreneurs to help launch an idea; and an alumni mentoring network to help the entrepreneurs succeed. This Venture Development Process will be developed with input from all colleges, with a coordinating committee of cross-discipline faculty members.

Dan graduated from the Lucas College and Graduate School of Business in 1985 with a concentration in accounting and has been a successful serial entrepreneur. Dan worked his way through school and his wife Carolyn is also a Lucas College and Graduate School of Business alumna. After graduation, he worked for Ernst & Young for 6 years on accounts in the computer software industry; founded the Red Pepper Software company, which was acquired by PeopleSoft; became Vice President of Sales Operations for PeopleSoft; was CEO of WhereNet, a computer software company for about 10 years; and recently founded another software company.

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Melissa Dyrdahl


In May 2004, Dyrdahl was named "Best Marketing Executive" by the American Business Awards for her work in helping transform Adobe's brand into new markets, and she later oversaw the marketing and communications efforts related to Adobe's 2005 acquisition of Macromedia, Incorporated. She joined Adobe in 1994 as a founding member of the Home and Office Products Division, where she led worldwide marketing for consumer and small and medium business products, and was promoted to her current position in 2000.

Prior to joining Adobe, Dyrdahl was director of worldwide sales operations at Claris Corporation, the software subsidiary of Apple Computer Incorporated, and held several marketing management positions at Hewlett-Packard Company.

Dyrdahl sits on the board of directors for the San Jose Museum of Art, the advisory board for the CMO Council, and the western region advisory board for Catalyst, a research and advisory organization working to advance women in business. She is a recipient of the YWCA Tribute to Women in Industry award and is an active mentor. Dyrdahl attended San Jose State University, where she majored in advertising.

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Annette Finsterbusch

BS Economics and Geology

Annette is a Director for Applied Ventures in the Corporate Business Development group of Applied Materials, responsible for identifying, recommending and managing venture capital investments. She is also a Kauffman Fellow. She received a Bachelor's degree in Economics and Geology from the University of Houston and a Master's in Business Administration in Strategy and Finance from San Jose State University, where she was honored with the Graduate of the Last Decade (GOLD) Award in 2004.

Prior to joining Applied Materials, Annette was the CEO at MindShadow.com, a technology spin-out of DaimlerChrysler's Research and Technology Center. Prior to that position, she was an investment manager for DaimlerChrysler Venture Capital, responsible for enterprise software investments. She also had previously worked for Applied Materials, leading its business development efforts in Russia, Belarus and Armenia from 1996 through 2000, chartering the company's first office in Moscow.

Annette's philanthropic directorships include seats on both the Board of Directors for the Junior League of San Jose and the Exceptional Women Executives of San Jose State University.

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Robert Foy

BS ' 59 Business Administration

Mr. Foy has been chairman of the board for the California Water Service Company, a subsidiary of the California Water Service Group, since January 1, 1996, and has been director of it since 1977. The California Water Service Company, organized in 1926, is the largest investor-owned water utility in the western United States, and one of the largest in the country. In 1964, Foy became associated with the Pacific Storage Company, where he held the position of president from 1977 through 1995.

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Jay B. Fulcher

BS ' 85 Management

Jay B. Fulcher serves as Ooyala's President and Chief Executive Officer. In his role, Mr. Fulcher is responsible for sales, marketing, product development and customer service. Mr. Fulcher's career spans nearly 20 years of senior management roles in sales, marketing, field operations, professional services and product development at leading enterprise software companies including SAP, Red Pepper Software, and PeopleSoft. At PeopleSoft, Mr. Fulcher served as President of the Products Division, and then as Executive Vice President of PeopleSoft Global Services.

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Roop Lakkaraju

BS Business Administration and Accounting 

As chief financial officer and executive vice president of finance, Roop Lakkaraju oversees all 2Wire financial, governance, and administrative practices. Prior to joining 2Wire, Roop served most recently as interim chief financial officer at Solectron (acquired by Flextronics in 2007). Previously, he was responsible for Solectron's global business finance organization and, prior to that, he was CFO of Solectron's Technology Solutions Business Unit. Before joining Solectron, Roop was a principal at Safeguard Scientifics, a holding company that provides capital and strategic, operational, and management resources for growth-stage technology businesses. Roop was also a manager at PricewaterhouseCoopers LLP in the Technology Practice of their Audit and Business Advisory Services Group. Roop is a certified public accountant. He holds a bachelor's degree in business administration and accounting from San Jose State University, and currently serves as a board member of the San Jose State University Alumni Association.

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Cindy Lazares

BS ' 76 Accounting

Mrs. Lazares is the Co-founder of Lazares Companies. She was one of the original founders of Shilling & Kenyon, Incorporated in 1982. Prior work experience includes four years as a tax manager with Arthur Young and two years as the in-charge director of tax for the regional firm of Moss Adams & Company She remains a part-time financial consultant. Cindy is the recipient of the 1995 California Legislative Woman of the Year award. She was also selected to receive the 1995 Women of Achievement Entrepreneur of the Year award.

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 Donald Lucas

B.S Marketing, 1969

Donald Lucas was the founder of the Lucas Dealership Group, one of the first multiple franchise automobile companies in the country. From 1964 to 2000, Lucas owned more than 40 different dealerships in San Francisco, Santa Clara, Monterey and Hawaii. Throughout his career, Donald represented 33 separate manufacturers, both imported and domestic.

By 1999, the Lucas Dealership Group had grown to become one of the top 25 automobile companies in the country with 900 employees and producing close to $500 million in sales annually. In 2000, Donald sold the Lucas Dealership Group Corporation, retaining most of the real estate holdings subsequently sold in 2011. He currently heads Lucas Trust Ventures, which oversees the real estate and private investment holdings.

It all began just seven blocks from the university where Donald, then a junior attending SJSU, opened his first used car lot to help pay for his education. Donald graduated from SJSU in 1959 with a bachelor’s degree in marketing. 

Well-known for their philanthropy, particularly for their strong interest in the arts and programs for disadvantaged youths, the couple’s charitable work includes: Silicon Valley Community Foundation; Children’s Discovery Museum of San Jose; Arts Council Silicon Valley; YWCA Villa Nueva; YMCA; Boy Scouts; Symphony Silicon Valley; San Jose Museum of Art; Ballet San Jose; The Summit League; Hoover Institution; San Francisco Museum of Modern Art; Monterey Bay Aquarium; The First Tee of Monterey County; Community Hospital of the Monterey Peninsula; Hospice Foundation of Monterey; Monterey Museum of Art; Honolulu Academy of Art/Contemporary Art Museum; and North Hawaii Community Hospital.


Bradley S. Maihack

BS ' 78 Accounting

Brad is a 31 year veteran of Hewlett-Packard's Financial leadership community. Over Brad's career at Hewlett Packard he has held a wide range of senior financial management and controllership roles across a broad range of high technology businesses, most recently as Controller and Worldwide Director of Finance for Hewlett Packard; OpenView Management Software Business (the 13th largest software company in the world).

Brad is a recognized financial & business leader within Hewlett Packard and is often sought after in regards to leading significant business turnarounds and growing high profile new business ventures in the company. He and his global team of Finance professionals lead the development and implementation financial management strategies & processes necessary to optimize global business performance and to transform the financial management culture of organizations. Recognized for his unique background and experience in successfully managing high technology businesses throughout every stage of the business life cycle, Brad is uniquely qualified for the leadership challenges inherent in helping make Hewlett Packard the world's number one information technology company.

Brad holds a Bachelors degree in Business Administration; Accounting concentration, from San Jose State University. He is the co-creator & co-chair of the Silicon Valley Financial Management Institute, an active member of Silicon Valley Financial Executive International, and serves on Board's of a number of other Silicon Valley professional organizations.

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Naresh Malik

Naresh's career spans over 25 years in large multinationals where he led strategy, business development and change management for new growth technology businesses. Currently he is the Chief Strategy Officer for a startup venture building virtualization solutions for telecommunications networks. Prior to that he was Director of Strategy and Planning for Cisco's Industry Solutions Group based in the Bay Area. Naresh moved to Cisco from IBM where he was Associate Partner for the Emerging Business Opportunities practice. He has extensive international experience having worked and lived in Bangalore, The Netherlands, London UK and the USA. He holds and MBA from City Business School London and a D.Phil in Physics from University of Oxford

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J. J. McClatchy

B.S. , M.S., J.D.

J. J. McClatchy is the great-great grandson of the founder of the Sacramento Bee and McClatchy Newspapers. He holds a Bachelor's degree in Business from San Jose State University.

J.J. is President and CEO of McClatchy Management Company, handling acquisition, sales and management of extensive commercial real estate and stockholdings. He is a veteran of the United States Marine Corps.

J.J. has been honored with the National Endowment Award, National Heritage Award, and Who's Who among Executives and Professionals in America's Business. He serves the community through many organizations, including the Boy Scouts, the Red Cross, WEAVE, and the National Women's Health Initiative. He has also served as a Presidential Appointment to the Housing and Urban Development, a member of the California Safety Center Board, co-chair of the Sacramento City Unified School District, School to Work program, and was appointed to the Advisory Committee to the Little Hoover Commission.

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Timothy S. H. Ome


Mr. Ome's career spans over 20 years as an investment banker, management consultant, venture capitalist and senior financial officer. His experience involves a full range of corporate finance, corporate development, strategic advice and operating management for technology companies from start-up's to global multinational electronic firms.

Timothy Ome began his finance career with Lehman Brothers as an investment banker. He rose to Senior Vice President and Principal in the firm and was recognized as being the key architect and executive that built Lehman Brothers' Asia operations. He then joined Bank of America and was a key contributor for the establishment of its investment banking subsidiary BancAmerica Securities. At BancAmerica Securities he was a Managing Director, and head of its technology practice. Mr. Ome was also with Arthur Anderson's Corporate Finance Group as co-head of its national technology practice. He was also a senior investment banker with C.E. Unterberg, Towbin. He left investment banking and joined APPRO International as Senior Vice President Corporate Development where he restructured the company and engineered the acquisition of VA Linux systems hardware business. He transitioned to venture capital as a venture partner with Profile Venture Partners and later joined Star Capital Partners now known as Boston Biotech, as a General Partner. He was also at Genyous Biomed International an early stage oncology company as its Senior Vice President Corporate Development. He was last with Trenwith Securities as the Managing Director of the firm's Silicon Valley Office.

He received his BA in American Studies and Applied Mathematics from the University of Hawaii. He holds a graduate degree from the Japan America Institute of Management Science, Tokyo, Japan with concentrations in Computer Science and International Management. He received his MBA with emphasis in Finance and International Business from the George Washington University Graduate School of Business and Public Policy. In his academic career he received the Times Scholarship, the Fujitsu Fellowship and the Scottish Rite Fellowship. He is currently a board member of the Software Business Cluster, the Environmental Business Cluster, and the HiveGroup.com.

He is a frequent speaker at various technology conferences such as the Microsoft Fusion Conference, the Technology Transfer Society of North America, BancAmerica Securities Semiconductor Conference, the UC Berkeley Haas School of Business, The George Washington University Graduate School of Business and the National Asian American Society of Accountancy (ASCEND). Mr. Ome was recently published in the Deal.com "the Current State of Mergers and Acquisition in Technology." He is also a member of the Strategic Planning Committee and Development Committee at the Nueva School in Hillsborough, California. Tim holds NASD Series 7, 63 and 24 licenses.

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Gary J. Sbona

BS '66 Business Administration

Gary founded Regent Pacific in 1974, and is chairman and Chief Executive Officer. As a senior executive with over 38 years of domestic and international business experience, Gary has led the Regent Pacific teams involved in the firm's most difficult and complex engagements. He has participated in over 100 technology, commercial and retail/distribution engagements providing expertise in the analysis and development of alternative courses of action available to underperforming or troubled companies. This expertise includes the development of successful turnaround plans, negotiations with creditors and stockholders, and management of worldwide operations for multinational companies, as well as, operational and financial restructuring for businesses of all types. Gary has also acted as an advisor or a principal in more than 85 merger, acquisition, and divestment activities. His experience spans global publicly-traded and privately-owned companies as well as limited partnerships and family-owned businesses.

Gary currently serves as executive chairman of Verity, Incorporated. He is a member of the board of directors of KTEH-TV, a San Jose public television station, and a member of the International Board of Advisors for the Lucas College and Graduate School of Business at San Jose State University. He has recently served as chairman and Chief Executive Officer of Auspex Systems, Incorporated, a publicly-traded storage solutions company; as chairman and Chief Executive Officer of Clarent Corporation, a publicly-traded broadband telecommunications company; as chairman and Chief Executive Officer of Accelerated Networks, Incorporated, a public company providing broadband telecommunications; as a director of 3D Systems Corporation, a publicly-traded global solid imaging and mass customization company; and as a director of Calico Commerce Corporation, a publicly-traded software company.

He is a member of the National Association of Corporate Directors, the Institute of Directors, London-UK, the Turnaround Management Association (TMA), the International Federation of Insolvency Professionals (INSOL), the Bay Area Bankruptcy Forum, the American Bankruptcy Institute, and the Association of Insolvency and Restructuring Advisors (AIRA). Gary was selected as a finalist for the 2003 Ernst & Young Entrepreneur of the Year Award. Under Gary's leadership, Regent Pacific has been the recipient of the TMA 1999 National Award for the Large Corporate Turnaround of the Year, the 1997 Silicon Valley Service Provider of the Year award, and the 1994 TMA Turnaround of the Year award.

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John A. Shaw

BS '64 Marketing

John is a full-time real estate investor, real estate general appraiser, real estate broker and Principal/Founder of Nomad Investments. He also serves as a consultant and expert witness on issues of real estate and brokerage practices.

John received his Bachelor's degree in Marketing from San Jose State University in 1964 and has had a career in sales and real estate since then. He has been involved in real estate sales and management with Coldwell Banker Commercial between 1971 and 1993. John was president of SIOR (Society of Industrial and Office Realtors) and twice president of CCIM (Certified Commercial Investment Member). He also served on the Governor's Advisory Council on Economic Development for the State of California.

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Richard Stone

BS '73 Financial Planning

Richard Stone is co-founder and chief executive officer of Private Ocean, LLC. He has more than 40 years of experience in investment and financial planning. In 1983, Mr.Stone founded Salient Wealth Management, one of the oldest privately held wealth management firms in the San Francisco Bay Area. On May 1, 2009 Salient merged with Friedman and Associates to form Salient-Friedman, which was renamed Private Ocean, LLC in October 2009. Combined, the new firm manages nearly $700 million in assets under management.

Mr. Stone holds a degree in Business & Finance from San Jose State University, is a CLU and is one of 41 graduates from the Þrst class of CertiÞed Financial Planners TM, chartered in the United States in 1973. As an adjunct professor for the College of Financial Planning, he taught all of the courses needed to obtain CFP ¨ certification. He taught in the master's program at Golden Gate University and served on their Graduate School Financial Advisory Board. Richard has also served on the Board of Directors for Associated Securities Corporation and is past president of the East Bay Chapter of the International Association of Financial Planners. He sits on the Global Business Council at the San Jose State University School of Business, the Presidio Bank North Bay Advisory Board, and the UC Berkeley Extension Personal Financial Planning Advisory Board.

Mr. Stone first gained national recognition when he was asked to write the initial ethics policy for the financial planning industry in 1973. He is a frequent speaker and participant at national conferences and university seminars and has had OpEd pieces published in Worth and Wealth Manager magazines on the topic of ethics and investments.

In 2008 Richard was named #4 on the San Francisco Business Times list of Top Bay Area Advisors. He has also been recognized as one of the nation's Top 100 Wealth Advisors multiple times by Worth Magazine.

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James (Jim) E. Thompson

BS '62 Aeronautics Engineering

Founder and Chairman of Crown Worldwide Group, Jim Thompson is a US citizen and permanent resident of Hong Kong. Raised in New Jersey, Thompson graduated from San Jose State University in California, receiving a bachelor's degree in aeronautical engineering. He has also studied in Stanford University's (US) Executive Program, a post-graduate course for senior executives.

An experienced expatriate, Mr. Thompson has lived in the Far East since 1963, when he moved to Japan. Two years later he founded his company, which was originally named Transport Services International. The company became known as Crown Pacific in 1970 and today it is known as the Crown Worldwide Group. He moved the company headquarters to Hong Kong in 1978.

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Oliver Yu

BS, MS, PHD

Oliver Yu is president of the STARS Group, a technology and resource strategy consulting firm spun off from SRI International. He also serves as an adjunct professor within the Lurie Graduate School of Business.

Previously, Yu was director of energy and technology strategies for SRI, where he managed technology and resource projects worldwide, and acted as a senior advisor to Commonwealth Edison, the Taiwan Power Company, the energy minister of China, and the president of Philippines. Before SRI, Yu spent 15 years as a manager of planning analysis for the Electric Power Research Institute. Yu holds a bachelor's in electrical engineering from National Taiwan University, a master's in the same field from the Georgia Institute of Technology, and a master's in statistics and a doctoral degree in management science and engineering from Stanford University.

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