Roger is founder and retired managing partner of Venture Investors LLC, the general partner of five early stage venture capital funds focused on technology spinning out of Big Ten university research. Roger is chair of the boards of directors for ICLUBcentral and the World Federation of Investors Corporation. He is past chair of the UW-Whitewater Foundation and BetterInvesting board of directors. Roger is a member of FINRA’s Investor Issues Committee and a former member of the NYSE Individual Investor Advisory Committee. Roger has a Master of Public Administration, Urban Development from the Rockefeller School, SUNY in Albany, N.Y., and a Bachelor of Education, Broad Field of Social Sciences from the University of Wisconsin — Whitewater.
SecretaryJohn is retired as president of the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation, where he managed the foundation’s grant-making and programmatic efforts to educate and protect investors. Before joining FINRA in September 2001, he was deputy director of the Securities and Exchange Commission’s Office of Investor Education & Assistance. He also served for seven years as senior counsel in the commission’s Division of Enforcement, where he brought cases and investigated violations of federal securities laws. Currently, John is a representative in the Vermont General Assembly. He and his wife Crista also run Happy Dog Farm. He is a graduate of Middlebury College and earned his J.D. degree from Suffolk University.
TreasurerPhillip J. Keating, CFA, is a longtime BetterInvesting member and volunteer. He is also a popular speaker at local and national BetterInvesting events. Phil is a portfolio manager with his own firm and holds the Chartered Financial Analyst designation. He is the past president of the CFA Society of South Florida, the Financial Analysts Society of South Florida, and the Stock and Bond Investment Club. He graduated from the University of Miami. He is a NASA fellow, did graduate studies at Florida Atlantic University, and taught at Purdue University. Phil has appeared on CNBC and been interviewed by The Wall Street Journal and other national and local publications.
DirectorLindsey Bell joins the BetterInvesting board from Ally Invest, where she is the Chief Investment Strategist and is leading the effort to build an investment content and educational strategy for the firm. She analyzes the market and economic data in written blog posts though snackable, easily digestible posts to help individual investors make informed investing decisions. Prior to joining Ally Invest, Lindsey was with CFRA Research where she participated in developing the firm's investment strategy and focused on equity sector recommendations. She also led the portfolio management committee, which oversaw the firm’s qualitatively managed portfolios. With a broad-based background in finance, she has experience across the buy-side, sell-side research and investment banking working for JPMorgan, Deutsche Bank, Jefferies and TheStreet. In addition, Lindsey frequently appears on CNBC as she is a Contributor. She graduated with a bachelor’s degree in business administration from the University of Pittsburgh.
DirectorRobert is currently chairman of WIN-911 Software, the world’s largest Internet of Things company. He brings his expertise in software development to the board, having led several companies in software, manufacturing, retail and media, including ICLUBcentral, which BetterInvesting acquired in 2009. Robert has an AB, Economics, and an MBA from Harvard University.
DirectorJackie is a director with the BetterInvesting Ohio/Kentucky/Indiana Chapter and a longtime member of the Cincinnati Model Investment Club. Jackie wrote "Money Letters 2 My Daughter," the 2013 Book of the Year, Adult’s Money Management, awarded by the Institute for Financial Literacy. In 2015 she was officially recognized with a Congressional Commendation for her accomplishments in the field of financial literacy by the U.S. House of Representatives. You can often catch her sharing her perspective on the stock market on CNBC’s “Closing Bell” show, where Jackie is a frequent guest. Jackie is a graduate of Augusta University.
DirectorCy Lynch is a longtime educator for BetterInvesting and has been an investment club member since 1984. He received BetterInvesting's 1998 Thomas E. O’Hara Award and a Distinguished Service Award from the organization’s Investment Education Institute in 2000. Currently the senior pastor of the Trinity Baptist Church in Conyers, Georgia, Cy’s career includes serving as an officer in the Judge Advocate General’s Corps, as a private-practice attorney and as a financial adviser. He has a bachelor’s degree in economics from the University of South Florida, a Juris Doctor from the University of Michigan and a master’s in divinity from the McAfee School of Theology.
Carol is a director of the BetterInvesting Puget Sound Chapter, as well as the BetterInvesting Volunteer Advisory Board. Carol helped start her first investment club in 2002 and is a member of the Puget Sound BetterInvesting Model Investment Club. Having many unexpected job changes in her life, Carol firmly believes in financial literacy and investment education. During her professional career, Carol was a computer trainer for a law firm, and then she worked for Microsoft in Product Support Services. Now retired, she enjoys teaching investing classes, visiting investment clubs and managing her own portfolio. She is a graduate of Alverno College.