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Experience and Education

Corporate Consulting and Operating Experience

  • McKinsey & Company – Management Consultant in New York, Washington DC, Amsterdam and Zurich
  • Citibank (NY) – Chief Financial and Administrative Officer of the Investment Management Group and subsequently head of its Asset Servicing Division
  • Blyth Eastman Dillon (NY) – Chief Administrative Officer, member of Board of Directors and Executive and Operating Committees
  • Shaklee Corporation (SF) – Vice President Finance
  • Falvey Autos, Inc. (MI) – CEO, stepped in to rebuild the company in a challenging economic and competitive environment
  • Band of Angels (Silicon Valley) – Investor and director of early-stage technology companies – 3 boards, 16 investments, 30 due diligence analyses
  • Falvey Associates (US and France) – 30+ years consulting throughout the US and in France with companies of all sizes in technology, medical devices, healthcare IT, financial services, automobile, and distribution industries

Board Service: Corporate

  • Basic American Foods (SF) – Director, member of audit and profit-sharing committees; assisted with transition from second to third generation
  • Wells Fargo Corporation (SF) – Member, Bay Area Community Advisory Board
  • Greater Bay Bancorp (Palo Alto) – Member, Strategic Advisory Board
  • Golden Gate Bank (SF) – Director
  • Falvey Autos, Inc. (MI) – Board Chair, CEO
  • Blyth Eastman Dillon (NY) – Director, Senior Vice President Administration

Board Service: Not-For-Profit and Government


  • Saint Francis Hospital Foundation (SF) – Chair, Board of Trustees
  • Social Security and Medicare Systems
    • Member, Board of Trustees, Social Security Trust Funds: Presidential appointment with Senate confirmation. Board consists of Secretaries of Treasury, Labor and Health & Human Services, and one public trustee from each political party
    • Member, National Committee on Social Security Reform: Presidential appointment, Chaired by Alan Greenspan
    • Member, President Reagan’s Transition Task Force on Social Security
    • Member, National Advisory on Social Security
  • United States Medical Licensing Examination: Only non-physician member of the Composite Committee. Committee oversees licensing of doctors to practice medicine in the U.S.


  • Cornell University (NY)
    • Presidential Councillor and Trustee Emeritus, after 11 years as an active trustee
    • Mentor: McGovern Family Center for Ventures in Life Sciences
    • Johnson Graduate School of Management: Executive-in-Residence, – taught business strategy course, guest-lecturer in MBA and undergraduate entrepreneurship courses
  • Harvard Business School (MA) – Member, Global Alumni Board
  • Smithsonian Institution Libraries (DC) – Vice Chair, Board of Trustees

Performing Arts

  • San Francisco Symphony: Member, Board of Governors (18 years to date), Executive, Finance, Investment, Marketing, and Development committees, Chair, Retirement Board (oversees administration of Orchestra pension plan)
  • San Francisco Classical Voice –  Board Chair
  • Philharmonia Baroque Orchestra (SF) – Trustee, Chair Long-Range Planning Committee
  • San Francisco Performances –  Board Chair

Education: Harvard Business SchoolMBA; Cornell University: BA with honors in Economics

Foreign Language Proficiency: Strong written and spoken French, past proficiency in Russian, German, and Dutch.