Board Biographies

Terry Atkinson has spent over 30 years in the investment banking industry including tenures at Salomon Brothers, PaineWebber and UBS. He served as a board member for UBS for a number of years. While actively working in investment banking he involved himself with many charitable efforts such as the Harlem Day School and Sheltering Arms – shelter for women and children. He also was the national lead for Juvenile Diabetes for PaineWebber. He currently sits on the board of The Campanile Foundation of San Diego State University, which is their fundraising arm. He splits his time between San Diego and Tiburon, California.

 

 


Julia R. Brown is a member of the Board of Directors of Targacept, Inc., Labopharm, Inc., and MediQuest Therapeutics, Inc. She was a member of the founding Board of Directors of Trius Therapeutics, Inc. and continued to serve until its recent Series B financing. She remains on the Trius business advisory board. She was a member of the Board of Directors of Tanox, Inc. from 2005 until its acquisition by Genentech in 2007. She served on the business advisory board of CovX Pharmaceuticals from 2004 until its acquisition by Pfizer in 2008. Julia is a member of the board of CONNECT, an organization that fosters innovation, entrepreneurship and the formation of new companies. She serves on its public policy committee. Julia is Chair of the Board of Trustees of the University of California, San Diego Foundation. She is a member of Corporate Director’s Forum and the National Association of Corporate Directors and the Directors Cabinet at the Scripps Institution of Oceanography. She is also a member of the board of the San Diego Symphony.

From 2000-2003, Julia was Executive Vice President of Amylin Pharmaceuticals, Inc. and Advisor to the CEO until 2008. Prior to joining Amylin, Julia was Executive Vice President of Dura Pharmaceuticals, Inc. She was with Dura from 1995-1999. Julia spent over 25 years with Eli Lilly and Company in progressively more senior roles. From 1992-1994, Julia was Vice President of IVAC Corporation and General Manager of its Vital Signs Division (a Lilly subsidiary). She was Vice President of Worldwide Marketing for Hybritech (another Lilly subsidiary), and led global marketing from1986-1992. She held a variety of positions in the pharmaceutical division, including eight years in the Company’s international division. She did basic research in antimicrobials from 1969-1973. Julia is a graduate of Louisiana Tech University where she studied microbiology and biochemistry. CLICK HERE for a recent San Diego Union-Tribune profile on Julia R. Brown.


Pam Cesak graduated with a Degree in Mass Communications from Kings College. She spent more than 15 years as a radio and television personality and held management positions in major market radio and is currently a creative consultant and producer of San Diego Tonight, a new live entertainment television show on KUSI. The show is owned and produced by her company, The Pacific Dream Company. Pam came to San Diego in 1986 to create a new radio station for Sandusky Broadcasting. In 1988 she met her husband, Jerry Cesak, half of the popular Jeff & Jer Radio Show. Pam has been involved in numerous philanthropic organizations in San Diego, including the San Diego Historical Society, 11 years on the Board of the San Diego Museum of Art (including two as its Board President) and five years serving on the Board of the Old Globe Theatre. Pam is most proud of her work with the Rancho Coastal Human Society. Through her family foundation, The Unicorn Foundation (a non-profit organization that provides philanthropy worldwide for causes concerning the arts, animal protection and human rights), they built Dorothy’s Dormitory, a state of the art shelter for cats; they are currently working on building Charlotte’s Medical Center at RCHS. She also works with International Campaign for Tibet, a global not-for-profit organization to promote and protect human rights, religious freedom and the unique cultural identity of the Tibetan people.


Ben G. Clay has retired as a principal with Carpi & Clay, a government relations firm with offices in Sacramento and Washington, D.C. He has more than 35 years experience working with public agencies, private-sector companies and organizations. He specialized in legislative and administrative advocacy at the State of California.

Prior to establishing The Clay Company and later Carpi & Clay, Ben provided legislative representation for the City of San Diego and County of San Diego. At the County, he served as the director of the Intergovernmental Affairs Office where he was responsible for supervising legislative advocacy activities in Sacramento and Washington, D.C. He also was vice president of a development company where he was responsible for managing development and government relations activities at the City and County of San Diego, Port of San Diego, California Coastal Commission and State Lands Commission. Ben has also served as a Captain in the U.S. Army Medical Service Corps.

Ben serves on the boards of the, San Diego Symphony Association, the California State Railroad Museum, the City of San Diego Qualcomm Stadium advisory board and the San Diego River Conservancy. He is a past president and current member of the Rotary Club of San Diego and a former past president of the San Diego Symphony and a former board member of the San Diego Natural History Museum. He is currently the Chair of the San Diego Rotary Club Centennial Celebration. He has taught graduate courses at National University, undergraduate courses at San Diego State University and at San Diego Community College.

A graduate of San Diego State University, Ben holds a Bachelor of Arts degree in public administration. He has remained active in the University and is a past board member of the University’s Alumni Association and College of Business Advisory Council. Ben and his wife, Nikki, co-chaired the University’s Centennial Celebration in 1997, and they were honored as SDSU’s “Alumni of the Year” in 1998.

Ben and Nikki reside in the Mission Hills area of San Diego.


Kathleen Seely Davis has in her career been a financial planner, real estate sales and property manager, general building contractor and a programmer (with IBM). She has served on the Board of Directors for Orchestra Nova San Diego (formerly the San Diego Chamber Orchestra) and has been chairman for several major fundraisers. She has also been Vice President of the San Diego Tech Coast Angels, and has been a board member of the Rancho Farms Estates Homeowner Association in Rancho Santa Fe, serving on various committees at Fairbanks Ranch Country Club. Her international experience includes serving as a board member of the Irish American Partnership (Boston), Vice-President of various chapters of the Alliance Franchise (Minneapolis, Boston, Providence) and board member of French American Chamber of Commerce (Boston). Ms. David maintains active chairmanships in various organizations specifically aimed at fund-raising: Catholic schools, churches and the Diocese of Providence.

Ms. Davis has won various sales recognition awards in financial planning, and also won a French Government Assistantship with a Fulbright Grant to teach in France. She has twice won the President’s Award for Service to the San DiegoTech Coast Angels, and has been recognized with a STAR Award from the San Diego Performing Arts League.

Ms. Davis has a B. A. Degree in Mathematics from St. Joseph College in Maryland. She was married to the late Stephen J. Davis and enjoys the company of two grown children and six grandchildren.


Phyllis Epstein is a California native. After graduating from UCLA, she became a teacher. Later, after raising her two children, she was involved as a community volunteer. She served on the board of the Museum of Photographic Arts, has been President of the San Diego Center for Jewish Culture, and was a member the California Arts Council. She is a co-founder of the California Music Project, which seeks to bring music education back into California schools. Phyllis is on the Board of Councilors of the Shoah Foundation Institute for Visual History and Education at USC, the USC School of Fine Arts, and a board member at the UCSD School of International Relations and Pacific Studies (IRPS), serving as the community cultural liaison.

Phyllis is the mother of 2 adult children, and grandmother of three. Her husband, Dan, previously served on the Symphony Board.


Dr. Chukuka S. Enwemeka is Provost and Senior Vice President for Academic Affairs, San Diego State University (SDSU), San Diego, CA. Dr. Enwemeka’s leadership experience includes an 11 year tenure as Dean and ten years as an academic department chairperson.

Before joining SDSU on July 1, 2014, he served as Distinguished Professor and Dean of the College of Health Sciences, University of Wisconsin—Milwaukee from August 2009 to June 2014, and as Professor and Dean, School of Health Professions, New York Institute of Technology, Old Westbury, NY for over six years. From March 1993 to February 2003, he was Professor (with tenure) and Chairman of the Department of Physical Therapy and Rehabilitation Sciences, University of Kansas Medical Center, Kansas City, KS, and from September 1989 to February 2003, he served as Associate Professor of Orthopedics and Rehabilitation, and Associate Director of Physical Therapy, University of Miami School of Medicine, Miami, FL. Dr. Enwemeka also held a joint appointment as Assistant Professor of Physical Therapy, Cellular and Structural Biology, and Physiology at the University of Texas Health Science Center at San Antonio, San Antonio, TX from 1986 to 1989.

He earned his Ph.D. from New York University (NYU), and did his post-doctoral research training at NYU’s Rusk Institute of Rehabilitation Medicine. Dr. Enwemeka received his M.S. and B.Sc. degrees in physical therapy from the University of Southern California, Los Angeles, and the University of Ibadan, Ibadan, Nigeria, respectively. He has authored nearly 100 original research papers, monographs, and book chapters, and has secured millions of dollars in external grant funding. He is a Fellow of the American College of Sports Medicine and a Fellow of the American Society for Laser Medicine and Surgery, and is listed among Who is Who in Science and Engineering, 1991.

Dr. Enwemeka is one of the foremost authorities in the use of low power light for therapeutic purposes. He is known for using near infrared light, emitted by lasers and other monochromatic light sources, to stimulate tissue repair in experimental animal models of soft tissue injury and clinical cases of chronic ulcers that failed to respond to other forms of treatment. In groundbreaking experiments, he and his team demonstrated that certain wavelengths of blue light effectively kill deadly bacteria; suggesting that blue light is a viable alternative to treatment with chemical agents, such as antibiotics.

As an international figure, he held the Presidency of the World Association for Laser Therapy (WALT) from 1998 to 2000, and served as founder and pioneer chairman of the North American Association for Laser Therapy (NAALT) from 2000 to 2006. He has visited 39 countries either as a visiting professor, invited presenter, keynote speaker, visiting scholar or as an invited guest of other universities.


Sam B. Ersan was born in 1950 to diplomat parents. First music experiences at age six through the vinyl recordings of Chopin 2nd by Wilhelm Backhaus and Brahms violin concerto by Nathan Milstein while living in Tel Aviv. Attended his first concert at age 10 in Geneva: David Oistrakh played the Prokofiev violin concerto, and later, Sviatoslav Richter recital in Istanbul.

Frequented the concert halls during college. Found solace in and uplifted by Mahler’s music. Received a B.S. degree in Geological Engineering at Middle East Technical University in 1977; also studied the music of Debussy, Ravel and Honegger during this time. 1978-1983 Graduate school in Experimental Psychology. Discovered the Chamber Music Heaven and entered in. I am still there! Please come on in.

1989-2009 Founder and CEO of Spectrum Detention Services, which caters the Department of Justice and DHS. Shostakovich, Bartok and Martinu predominated this period. Founded a residency program for San Diego Symphony musicians at the UC San Diego Music Department in 2008.

-Favorite Symphony: Mahler 5th, and Rachmaninoff 2nd.
-Favorite Orchestral Piece: “Don Quixote” by R. Strauss.
-Favorite uplifting music: “Variations on a Theme by Frank Bridge” by Benjamin Britten.
-Favorite lollipop: Saint-Saens 2nd Piano Concerto.
-Favorite chamber music: Beethoven, Dvorak, Martinu Piano Trios.
-Favorite violinist of all time: Hilary Hahn.
-Schnittke, Schoenberg, Alban Berg and alike: Whoops, I am out of here...


Lisette Farrell holds a Masters in International Management from Thunderbird School of Global Management in Arizona, an MBA from INCAE in Costa Rica, and a BA in Marketing from Universidad Santa Maria La Antigua in her native Panama. She has work experience in strategic planning, marketing, product and project management, consulting and business development. Lisette’s last job, before getting busy with her family, was at Visa International where she was a Manager for the Consumer Credit Products for the Latin America and Caribbean Region. She was in charge of launching Visa Platinum throughout the region and responsible for the management of Visa Gold. Before Visa, Lisette worked at several banks and financial institutions.

Lisette has been volunteering her spare time since college, where she was the Secretary of the Student Government Board of Directors. While getting her MBA, she was the Events Coordinator for the school’s biggest multi-cultural event. She also was elected the Latin America Representative for the Thunderbird Student Government.

Currently, Lisette is a member of the Contemporary Collectors at MCASD, a Director’s Circle member of the Museum of Photographic Arts, and serves on the New Children’s Museum gala committee. Lisette lives in La Jolla with her husband Michael and her two children Camille and James.


James L. Fitzpatrick is the owner and publisher of San Diego Magazine, LLC. He originally acquired the magazine from Ed and Gloria Self in October 1994 and sold the magazine to Curtco Media, publishers of The Robb Report in 2005. Jim expanded San Diego Magazine’s circulation over 50%, to more than 51,000, and increased advertising over 500%. He launched sandiegomagazine.com, the premier website for San Diego, and he launched the Custom Publishing division of San Diego Magazine. Jim reacquired San Diego Magazine in 2010. Additionally, he helped launch Garden Compass, a multi-media company that includes Garden Compass Digital Magazine, The Garden Compass Planting Guide, syndicated radio programming, gardencompass.com and gardening events.

Prior to acquiring San Diego Magazine, Jim was publisher of Entrepreneur Magazine, headquartered in Irvine.

A native of Chicago, Fitzpatrick holds a M.B.A. from Golden Gate University, San Francisco, and a B.S.B.A. from Valparaiso University, Indiana. A former Air Force pilot, he continues to fly and enjoys playing golf. He is past president of the City and Regional Magazine Association, the past Chairman of the Board of the San Diego International Sports Council, current Chairman of the Salvation Army Community Advisory Board Sierra Del Mar Division, and is active on the boards of many San Diego organizations. He and his wife Jan reside in La Jolla. They have three children and four grandchildren.

Jim received the 2000 Ernst & Young Entrepreneur of The Year Award for his turnaround of San Diego Magazine and the 2007 Lifetime Achievement Award from the City & Regional Magazine Association.


Janet Gorrie is San Diego-born and grew up in the Point Loma area. When her grandparents downsized, her parents acquired a 1929 Steinway & Sons piano. At age 7, she began taking piano lessons. Today that piano resides in her Carmel Valley home where she continues to play.

Janet graduated from UCLA in 1973 with a B.S. and became a Registered Nurse. For over 30 years, she has worked in many different healthcare settings. She and her husband, Roland, also known as Wil, live in Carmel Valley. Their son, Seth, attends USD and is majoring in finance and accounting. They have a 14 year old German Shepherd named Sappho. She is very dear to them.

Wil was in the Supply Corps of the US Navy for many years. He retired as a Captain in 1996. He worked a business consultant following his retirement. Since fitness and health are important to Janet and Wil, they became certified personal trainers in 2004. Their garage has been transformed into a state of the art Fitness Center. He trains about 22 people per week. On Wednesday nights, they host an adult yoga group which has been going on since 2008.

This year Janet has taken on the challenge of learning duplicate bridge and plays about two times a week. She also takes conversational Chinese classes. Wil and Janet enjoy traveling and plan to go to China soon. Last summer, Janet planted an organic garden and loves dabbling around in it. It is such a pleasure to walk outside and pick fresh lettuce and tomatoes from your own garden. Janet is also a member of the Board of Directors at Seacrest Retirement Villages and is really looking forward to becoming a part of the San Diego Symphony.


Ann Haddad is a native San Diegan, growing up in the Mission Hills area of town. She began piano studies at age seven and still has the 1931 Steinway baby grand piano her parents purchased for her when she was 12. Ann is an alumna of University of San Diego High School (now Cathedral Catholic High School). She holds a B.A. in Music from Smith College and an M.A. in International Relations from Johns Hopkins University School of Advanced International Studies. From 1986 through 2001, Ann worked in Washington, D.C., including 10 years in the field of international development as well as several years in consumer banking and also orchestra management (her first job after college being with the American Symphony Orchestra League, now the League of American Orchestras). In 2001, she returned to her San Diego roots, where her professional experience included the Salk Institute for Biological Studies (Director of Community Relations and Events) and The San Diego Foundation (a director in the philanthropy department). She has served as the event chair for Girls Scouts Urban Campout, Promises2Kids Summer Concert Gala, American Cancer Society’s (ACS) San Diego Discovery Gala and Huntington Disease Society of America (HDSA) / San Diego Chapter Celebration of Hope. Her board experience includes the ACS Gala Team for California, HDSA / San Diego Chapter, the Kraemer Endowment Foundation, and the Junior League of Washington, D.C. She is currently a gubernatorial appointee to the Board of Governors of the San Diego River Conservancy (2006-present), a mayoral appointee to the San Diego City Board of Library Commissioners (2011-present) and President of the Women’s Golf Association of La Jolla Country Club. She is a 2005 LEAD San Diego graduate. Ann and her husband, Ben, reside in Point Loma and enjoy shared passions for music and the game of golf.


Warren O. Kessler, M.D. received his B.S. from Trinity College in Hartford, Conn. and his M.D. from St. Louis University School of Medicine. After his General Surgery training at the Cornell University Surgical Division of Bellevue Hospital in New York, he completed his residency in Urology at the UCSD School of Medicine. Dr. Kessler served in the US Navy from 1968-1970. From 1974 until 2011 he practiced Urology and was Chief of Urology at Scripps Mercy Hospital as well as being on the teaching staff at UCSD School of Medicine.

Dr. Kessler joined the Board of the San Diego Symphony in 1981 and was Chairman of the Board from 1989-1993. He has been a member of the San Diego Symphony Foundation Board since its inception. He has chaired the search committees for the last 3 Musical Directors and the last 3 CEO’s of the San Diego Symphony. He has also served as the Vice-Chairman of the San Diego Commission for Arts and Culture. On July 1st, Dr. Kessler once again assumed the Chairmanship of the Board of the San Diego Symphony.


Evelyn Olson Lamden is a Principal and Partner in Red Kite Business Advisors, a marketing consulting firm helping clients expand and develop their consumer market segments through research and strategic marketing planning. The firm also offers creative services, media planning, and general marketing services.

Prior to Red Kite Business Advisors, Evelyn served as SVP Marketing & Media, CMO, and COO at Aviatech, an online marketing agency. She is also Area Developer for the New Well Pacific, women’s weight loss and wellness centers, and handles franchise development for the regions of San Diego County and the State of Hawaii. She and her husband are franchisees for two centers opening in San Diego and La Jolla.

Evelyn has over 30 years of experience in corporate and agency management roles, and has managed and directed media departments for companies such as Goodyear, Foodmaker (Jack-in-the-Box Restaurants), and Jenny Craig International. She served as CEO & President of Advertising Ventures International, a private marketing firm involved with local event marketing, as Managing Partner of Budji Corporation, a manufacturing company/importer of bamboo furniture for distribution to the US market, and managed the Nissan Dealer account at International Communication Group (ICG), which is now Carat-USA, one of the world's largest media buying agencies. Evelyn has worked in several industries throughout her career, including automotive, fast food, weight management, fitness, entertainment, horse racing, real estate, interior design, furniture manufacturing, and non-profits.

Evelyn is active in the performing arts community and has served on the Board of Directors for the San Diego Symphony since November 2005. She is a member of the Executive Committee and is the Board Chair for the 2012-13 season afte serving in the same capacity for 2011-2012. She is also a Board Member for Malashock Dance Company. A consummate lover of the arts, Evelyn has professionally developed scripts, directed, produced, danced, and choreographed for live stage productions. She lives in San Diego with her husband Bill, and two teenage children, Leah and Chaz.


Jeff Light grew up in Buffalo, NY, where his father was editor of the local newspaper. Over the last three decades, he has worked for newspapers and their websites. He has been an editor, a reporter, an intern, even a “hopper” – the person who throws the bundles of papers from the delivery trucks in the dead of night. He believes that journalism is one of society’s greatest callings. That is to say, he feels it is one of the best things a person can do with his or her life.

Mr. Light holds a bachelor’s degree from Brown University, magna cum laude, and an MBA from the University of California, Irvine, where he graduated first in his class.

He started as a newspaper reporter in Syracuse, NY, in the early 1980s. He was deputy editor, then vice president for interactive publishing at the Orange County Register, where he worked from 1993 to 2010.

As a newspaper journalist, he was a member of a Pulitzer-Prize winning staff in 1996, and led project teams that were Pulitzer finalists in both 2004 and 2005. In the interactive business, he led the growth of the Register’s news site (whose traffic doubled in just over two years) and helped to develop internet strategy for Freedom Communications.

Jeff Light joined The San Diego Union-Tribune as editor and vice president in March 2010 as part of Platinum Equity’s turn-around team for California’s second-largest newspaper. He helped to reinvent the company, redesigning its print and digital products and refocusing the newsroom around a digital-first strategy while embracing the diversity, creativity and intelligence of the community. He served as president and chief operating officer from January through May of 2015, when the company was sold to Tribune Publishing. In March 2016 he was promoted to the dual role of publisher and editor in chief.


Rear Admiral Riley D. Mixson, USN, retired from active duty in the US Navy in February 1994 and founded RDM Associates, an aerospace consulting firm that provides senior-level consulting and advisory services in both the defense and commercial sectors. His clients include major international corporations that are involved in aerospace manufacturing, integrated systems support, and software development. His naval career included positions in command of the Red Sea Carrier Strike Force during Desert Shield and Desert Storm, a carrier battle group, a combat logistics support ship, a carrier airwing, and a light attack squadron. As a carrier pilot he participated in the Cuban Missile Crisis, the Vietnam War, and Desert Shield/Storm. Shore assignments included Director Air Warfare for the Chief of Naval Operations (OP-05/N-88), Executive Director of the Joint Strategic Defense Planning Staff for the United States Space Command, Deputy Director Systems Analysis Division (OP-96), and Avionics Procurement Officer, Naval Air Systems Command.

1994 – Present: As President of RDM Associates in San Diego, Rear Admiral Mixson has participated in executive level planning, contracting, and implementation of key Department of Defense programs specializing in manned and unmanned aircraft, surface, and sub-surface platforms and systems, C5ISR system integration, and logistics support. He has been active in DoD transformation process, serving as advisor and board member on various projects for DARPA, the Defense Science Board, the Naval Studies Board, and the Air Force Science Advisory Board. He’s been a team leader in bringing the F/A-18 Super Hornet to fruition as the backbone of carrier aviation for the next 20 years.

Education: Rear Admiral Mixson has earned a Bachelor’s Degree in Business Administration from Vanderbilt University, a Master’s Degree in Business Management from the U.S. Naval Post Graduate School, and a Master’s Degree in International Affairs from George Washington University.

Board Affiliations: Rear Admiral Mixson has been associated with the Boards of the USS Midway Museum, Rolls Royce, GKN Aerospace, Augusta Westland, Thales, QinetiQ, SERCO, Celerant Federal Consulting and Hitachi Federal Consulting.

Groups and Associations: Rear Admiral Mixson has been active in the Jewish Institute for National Security Affairs, the Armed Forces Communications and Electronics Association, Lexington Institute, Heritage Foundation, Sharp Hospice Foundation, US Naval Institute, Naval Aviation Museum, National Defense Industrial Association, the Association of the U.S. Navy, Coalition for the Common Defense and the San Diego Yacht Club.


Elizabeth Hamman Oliver is an active patron of the San Diego arts community. A member of the board of both the Mainly Mozart Festival and University of California, San Diego Arts Gallery, Oliver is also a committee member of the Museum of Modern Art, San Diego.

 

 

 

 


Margaret Paddock is the regional managing director for Wells Fargo Wealth Management in San Diego/Inland Empire, California. As a senior leader in the region, Ms. Paddock is accountable for delivering an exceptional experience for clients of Wealth Management and Wells Fargo Private Bank; driving business planning and execution; and recruiting, retaining, coaching and developing talent. She actively leads advisors who help clients meet their wealth management needs through a variety of wealth planning, investment management, private banking, trust services, insurance and integrated financial solutions.

Prior to joining Wells Fargo, Ms. Paddock worked at U.S. Bank Wealth Management for 10 years, where she served as a Market Leader for Chicago, Milwaukee and the Twin Cities. She has been in the financial services industry for over 20 years.

Ms. Paddock earned a Bachelor of Arts from Northern Illinois University. She is also a recipient of the 2014 Top Women in Finance Award as well as the 2015 Top Women in Banking – Team Award.

A long supporter of her communities, Ms. Paddock is a past board member of the Milwaukee Art Museum, Milwaukee Symphony Orchestra, Science Museum of Minnesota and the Economic Club of Chicago, to list a few. She currently serves on the board of the Lux Art Institute.

Ms. Paddock recently relocated her family from Minneapolis, Minnesota, to La Jolla, California, where she lives with her husband, Mike. In their spare time, they enjoy spending time with their two adult children and three rescued dogs. They look forward to continuing to appreciate the outdoors as well.


Jacqueline L. Parks is a Senior Vice President and Wealth Strategist in Wealth Planning Solutions at U.S. Trust, Bank of America Private Wealth Management. In this role, Jacqueline is responsible for providing comprehensive wealth management strategies in the areas of estate planning, intergenerational wealth planning, charitable giving, stock option planning, retirement planning, income tax planning and cash flow analysis. She coordinates the efforts of outside professional advisors, such as attorneys, accountants and insurance agents, to ensure the proper implementation of these strategies.

Jacqueline joined U.S. Trust ® in 2009. Prior to joining U.S. Trust ®, Jacqueline spent ten years practicing as an estate planning attorney, working with high net worth individuals and families in the areas of income tax, estate and gift tax and philanthropy. Jacqueline has also served as a planned giving advisor for the United Way, the Junior League, the San Diego Symphony and Ronald McDonald House Charity of San Diego.

Jacqueline received her Bachelor of Arts in Political Science from John Carroll University, her Juris Doctorate at Case Western Reserve University School of Law, and her LL.M. in Taxation from the University of San Diego School of Law. She is a member of both the California State Bar and the Ohio State Bar, as well as the San Diego County Bar Association. In her role with U.S. Trust®, Jacqueline does not provide legal advice.


Deborah Pate, D.C., D.A.C.B.R. has been in San Diego since 1984. She came here as a research fellow in osteoradiology with the University of California, San Diego. After completing her fellowship she started a private practice and also taught postgraduate courses for several chiropractic institutions. Deborah continues to maintain a radiology consulting practice and occasionally presents workshops on the topic of osteoradiology.

For the past 15 years she and her husband, John Forrest, M.D., have been involved with community projects in San Diego. They started an after-school program at Roosevelt Middle School that included music and the arts. Roosevelt now has beginning and intermediate music programs for students, including band and guitar ensemble. These music programs are now offered in the regular school curriculum not only in the after school program.

They also fund several projects for Father Joe's Village, including a dual residence in Psychiatry and Internal Medicine program in one of the few free clinics in San Diego County.

Deborah is a past board member of Planned Parenthood and continues to co-chair their speakers' series. She is also on the board of Art of Élan. Deborah and Jack have been loyal supporters of the San Diego Symphony, UCSD Art Power, Art of Élan and Orchestra Nova.


Colette Carson Royston’s professional career for the past 30 years has been divided between healthcare, community activities and the arts. In these arenas, Colette has assumed leadership positions on both a national and local level. Her health profession began as an oncology nurse specialist/consultant focused on research, education and patient advocacy. She has authored numerous publications in the field of oncology and has consulted for a number of bio-technology, pharmaceutical and health care related institutions. At the Sidney Kimmel Cancer Center in San Diego, she managed clinical trials for over ten years. She was elected by the membership to the National Board of the Oncology Nursing Society and also served as the President of the National Oncology Nursing Foundation. She also served as the Chair of the Tenth Annual Congress of the Oncology Nursing Society held in Los Angeles. Currently, Colette is serving on the Advisory Board of the Johns Hopkins School of Nursing.

During the same period, Colette has been actively involved in a variety of San Diego non-profit organizations. She served for nine years on the board of the San Diego Foundation, including Chairing the Board for three years. Her focus at the Foundation was community outreach in science and the arts and improving quality of life. She has been a strong advocate for growth of the arts in San Diego and was appointed by the Mayor to the City of San Diego Commission for Arts and Culture, where she served for eight years, including three years as Chair of the Commission. Colette has also served on the Boards of the San Diego Opera and the Museum of Contemporary Art, San Diego, where she was past President of the Board.

As a partner with Ivor Royston in the Carson Royston Group, Colette continues to provide services to organizations in healthcare and the arts, as well as manage The Pelican Group, a theatrical production group that has invested in a number of Broadway productions, including Jersey Boys, Memphis, Jesus Christ Superstar and Doctor Zhivago.

Colette received her Master’s degree from the UCLA School of Nursing, where she was an American Cancer Society Scholar.

In her free time she enjoys skiing, cycling, hiking and playing piano.


Jathan A. Segur is Executive Vice President, Director of Premier Wealth Management for California Bank & Trust. With more than 20 years of financial services experience, Jathan recently moved to San Diego from Arizona where he was Director of Wealth Strategies and Marketing for National Bank of Arizona. His record as an active volunteer reflects his strong commitment to community service. Jathan is past chairman of the Arizona Leadership Forum and a former board member of the Center for the Future of Arizona and Ballet Arizona. He has served on various executive and fundraising committees for organizations including Phoenix Children’s Hospital, Phoenix Symphony, the 2015 Super Bowl Host Committee and many others. He was honored as one of the top “40 Under 40, Class of 2015” by the Phoenix Business Journal and as “Arizona’s Finest Single” in 2012 by the Cystic Fibrosis Foundation. Since his move to San Diego, Jathan has been recognized for his ongoing community engagement as an award recipient of the San Diego "Best Dressed" supporting the San Diego Civic Youth Ballet.


As a Wealth Management Managing Director for The Private Client Reserve of U.S. Bank, Marivi Shivers helps clients work toward their financial goals. Marivi connects clients with the comprehensive wealth management services available in The Private Client Reserve, including Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. She takes the time to understand her clients’ unique needs, and she supports their goals by bringing together a team of specialists to provide customized strategies.

Marivi has more than 30 years of experience in banking, trust & investments and financial planning. She is a consistent recipient of the annual Elite Awards.

Marivi earned a degree from St. Paul’s College in Manila, Philippines, and has completed business courses at the University of San Diego.

Marivi served on the Advisory Boards for the Business Roundtable for Education, The New American’s Immigration Museum, Learning Center, Downtown Partnership Board, San Diego Museum of Man as well as the Asian Business Association of San Diego. She is a committee member of the Advisory Council for the Philippine/American Chamber, UPAC and the San Diego Honorary Deputy Sheriff’s Association. She also served over 20 years on the Chamber of Commerce.

Marivi and her husband live in San Diego with their two children and three grandchildren.


Donald M. Slate
EDUCATION
Graduated Beverly Hills High School, 1949
Graduated Unversity of Southern California, 1954

OCCUPATION
CEO of Bardon Inc., engaged in designing, importing and distributing men's apparel, 1954-1986
Retired, 1986 to present

NON-PROFIT BOARDS
United Jewish Federation, San Diego Symphony, Jewish
Community Foundation, Anti Defamation League, AIPC,
San Diego Chamber Orchestra, and co-founder of Kids Included Together


David R. Snyder, Esq. has been a practicing attorney since 1974, specializing in general corporate matters. Principal outside general counsel to numerous public companies and substantial private entities. Lead counsel in over 50 public offerings of equity and debt securities; represented NASDAQ and New York Stock Exchange public companies in their ongoing SEC reporting obligations and handled private placement and public and private merger and acquisition transactions. Have counseled boards of directors in contested takeovers and in stockholder litigation in California, Delaware and federal courts. Broad industry sector experience including utilities, high-tech, biotech, financial services, healthcare and pharmaceuticals. Profiled in The Best Lawyers in America since 1993 and in Chambers & Partners: America’s Leading Lawyers for Business. Married to Phyllis Alford Snyder; two children, son Jason Richard and daughter Carrie Snyder Vilaplana.

PROFESSIONAL EXPERIENCE
1993 – present - PILLSBURY WINTHROP SHAW PITTMAN LLP, San Diego, California. Partner; Chair of Firm-wide Business Department (2005-present); Member of Firm Board (1998-present); London Office Managing Partner (2001-2003) and Executive Vice chair (2004-2006)

EDUCATION
CORNELL LAW SCHOOL, Ithaca, New York
Doctor of Law, with Distinction, June 1974
MICHIGAN STATE UNIVERSITY, East Lansing, Michigan
B.A. in Humanities, with High Honors, June 1971

PROFESSIONAL ACTIVITIES
American Bar Association Committee on Federal Regulation of Securities (1987-present); Chair, Subcommittee on Annual Review of Federal Securities Regulation (1999-present).

CIVIC ACTIVITIES
Director, Corporate Directors Forum (2001-2007); Director, Rady Children’s Physician Management Services Corporation (2004-present); Director,San Diego Regional Disaster Fund of the San Diego Foundation (2005-present)


J. William Weber and his wife Sue Weber have lived in Rancho Santa Fe since 1998, following Bill’s retirement after more than thirty years at Hughes Aircraft Company and General Motors. While at Hughes, he was product line manager for airborne displays, program manager for automotive crash avoidance systems, and head of strategic planning. At the same time, he was director of a community bank in northeastern Colorado. Since retiring, he has dedicated himself to leadership and community service for non-profit organizations throughout San Diego County.

Bill served for six years on the board of the San Diego Chamber Orchestra, including two as its president. He also led development of its educational outreach programs. He has been a director on the Corporate Board of the San Diego County YMCA, chairing its Marketing and Communications Committee. He led the Rancho Santa Fe Golf Club’s successful six-year, $12 million clubhouse renovation. More recently, he was Chairman of the Board of Trustees of The Cambridge School, a remarkable classical Christian academy in Rancho Peñasquitos that has grown from 9 students in 2006 to 250 students today. He remains involved with the school as Chair of its Advisory Board. Currently, Bill chairs the Rancho Santa Fe Golf Club’s Long Range Planning Committee, and a committee to develop a sustainable, alternate source of water for the club.

Although a native Californian, Bill graduated from high school in Buenos Aires, and then moved to Boston, where he earned his B.S. and M.S. degrees in Civil Engineering from the Massachusetts Institute of Technology. During college, he rowed competitively, winning the national championship in 1963 and placing second in the 1964 Olympic Trials. Following an undefeated season as the Harvard varsity lightweight crew coach, he moved to Los Angeles, where he met his wife, Sue. They have been married for more than 45 years and are active in the community through involvement with the Rancho Santa Fe Golf Club and the Rancho Santa Fe Foundation. Together they enjoy music, photography, golf, travel, and spending time with family and friends.


Jim Wendler is President of Fish Market Restaurants, Inc., the operator of seafood restaurants in California under the names The Fish Market and Top of the Market. Prior to joining The Fish Market organization in 1998, Mr. Wendler was with Chart House Enterprises, Inc., then a Solana Beach-based national restaurant company, for the previous 12 years, leaving as Vice President and Chief Financial Officer.

Mr. Wendler received his bachelor’s degree in Business Administration from San Diego State University in 1981. Upon graduation, he joined the San Diego office of Arthur Andersen & Co. and spent the next four years there.

He lives with his wife, Sybil, and teenage son, David, in the Carmel Valley area.


Margarita Wilder is Senior Vice President of the Entravision media outlets in San Diego, California and Tijuana, Mexico including KBNT-TV Univision, XHAS-TV Telemundo, KDTF-TV Unimas and XDTV-TV MyTV. In June 2010 Wilder moved to San Diego, marking a new chapter in her extensive career with Entravision Communications. Her tenure in San Diego has brought about even more success for the Executive, as Wilder has managed both the Entravision Spanish and English language television stations with effectiveness and unparalleled community vision.

Wilder’s tenure with Entravision Communications includes her successful management of the media outlets in Albuquerque, New Mexico, which included KLUZ-TV Univision, KTFQ-TV Telefutura, KRZY-FM Jose and KRZY-AM La Tricolor. Over her 13-year stay in Albuquerque, Wilder brought the stations to new levels of success with her management style, her community footprint and her focus on generating new streams of revenue. The Entravision stations of San Diego and Tijuana now benefit from Wilder’s experience and foresight, as they are consistently top of mind with Hispanic viewers and the advertisers who wish to reach them.

Wilder began her broadcasting career with Entravision in 1991 at KINT-TV, El Paso. During that time she served on the Board of Directors for CNM Foundation Board and the New Mexico Broadcasters Association. In addition, Wilder was board member of the Albuquerque Chamber of Commerce, the Red Cross and the Leukemia and Lymphoma Society. In San Diego, she serves on the boards of Big Brothers Big Sisters, the San Diego Regional Chamber of Commerce and OneSanDiego.


Penny Wing is the CEO and Founder of Brojure.com, a SaaS software company which moved from London to San Diego in 2015. Brojure was developed as an inspiring and contemporary way to present content through visual storytelling. You can create a digital brochure in minutes using Brojure templates and fill them full of high resolution photography and video. The software creates engaging content, proposals and presentations in a cloud-based application.

This is Penny’s fourth company. Her first three companies were in the international event industry. She has created multi-million dollar programs around the world for IBM, CBS Television, Viacom and many other Fortune 500 companies. She designed and managed events for The White House for up to 50,000 attendees. Her company was the official travel company for the 1996 Olympics and managed 13 Super Bowls. In 1995 she created Military Historical Tours specializing in Pacific Tours for World War II veterans. Penny was the first to land on Iwo Jima with 1,200 veterans since the end of the war.

Penny is an Army Brat, born in Germany and raised all over the world. San Diego was her 36th move at the age of 21. She was educated in Washington DC and Tokyo and has degrees in mathematics and business.


Mitchell Woodbury has been a member of the State Bar of California since 1971, now on inactive status, and was Associate in the San Diego law firm of McDonald & Allen from 1971-1980. From 1980-1992, he was Senior Vice President and General Counsel of Intermark, Inc., a La Jolla-based, publicly traded operating-holding company. From 1992-1994 he was Vice President and General Counsel of Advanced Tissue Sciences, Inc., a La Jolla-based, publicly traded biotechnology company. From 1994-2001, Woodbury was Senior Vice President and General Counsel of Dura Pharmaceuticals, Inc., a San Diego-based, publicly traded pharmaceutical company. His corporate legal career concentrated on general business transactions, mergers and acquisitions, regulatory work (SEC, FDA, etc.), and, in the case of Dura, a wide range of senior management responsibilities associated with the growth and maturation of the enterprise. Woodbuy received his B.A. in business administration from San Diego State University in 1960 and received his J.D. degree from the University of San Diego School of Law in 1971. Woodbury currently serves on the Boards of Directors of NTC Foundation, United Way of San Diego County, and The Monarch School.


John J. Zygowicz is the market president for U.S. Bank in San Diego, and Market Leader for the Wealth Management Group in San Diego.

Zygowicz has been with U.S. Bank since February 1999. He began his banking career at United California Bank/First Interstate Bank in Los Angeles, California. He was transferred by the bank to San Diego in 1981. He has been a senior vice president responsible for managing corporate banking in the San Diego area, as well as experience as a district manager responsible for 22 retail branch offices in San Diego, and Imperial and Riverside counties. Zygowicz also spent time with Home Savings of America in San Diego as district manger for 24 retail branches in San Diego and Imperial counties.

A graduate of St. Joseph’s College in Rennsalear, Indiana, Zygowicz earn a bachelor’s degree in Business Administration. He attended an executive program at the Graduate School of Credit and Financial Management at Stanford University.

Zygowicz and his wife have been actively involved with various non-profit organizations in the area of education, civic development and health and human services. He serves on the advisory boards of the Salvation Army and the School of Education at the University of San Diego, and is a Rotarian in the San Diego Downtown Club. The Zygowicz’s live in Encinitas with their daughter, Michelle.