David Farrell ’83 Chairman - Partner Emeritus Ernst & Young LLP
As a senior partner with Ernst & Young, David Farrell provided strategic direction, leadership and outstanding client service for 34 years. Through his leadership positions within Ernst & Young and by providing assurance and advisory solutions to corporate America, Farrell has extensive and diverse experience in strategic thinking, execution and resolution management, risk management and talent development. Farrell was a member of the U.S. banking and capital markets assurance practice committee responsible for the direction, execution and oversight of the firm’s U.S. practice. As a senior partner within the financial services industry practice, Farrell led high-energy and diverse teams that served and advised multi-nationals, Fortune 500, domestic and regional corporations including banks, private equity, specialty finance and technology, REITs and hedge and other fund groups.
Farrell is a 1983 graduate of the university (BS in accounting). His wife, Pat, is also a graduate of the university (1984). Both were presented with the Quinnipiac University Distinguished Alumni Award in 2004. He has also served on the Alumni Council.
Charles J. Boulier III - President & CEO; Ion Bank
Charles J. Boulier III is president and chief executive officer of Ion Bank and its parent company, Ion Financial, MHC. Boulier joined Ion Bank, which was formerly known as Naugatuck Savings Bank, in 2004 as executive vice president and chief financial officer. In 2009, he was elected president and director of Castle Bank & Trust, which was merged into Naugatuck Savings Bank. Boulier also served as vice president, treasurer and director of Nutmeg Financial MHC. Previously, he was senior executive vice president, treasurer and CFO for American Financial Holdings from 1993 to 2004 and senior vice president of finance and investments at Centerbank from 1981 to 1993.
A chartered financial analyst, Boulier received his MBA in finance from the University of New Haven, an accounting degree from Bryant College and attended Naugatuck Valley Community College.
Don Desiderato ’84 - Founder and CEO; Mantissa Group LLC
Don Desiderato ’84 is a former Fortune 100 executive and the founder of Mantissa Group LLC, a strategy consulting firm serving the CIO executive and their extended leadership teams. He is a deeply experienced senior technology executive who helps leaders with their strategic technology plans and simultaneously focuses on leadership development and culture.
Don’s most recent role was the Chief Information Officer (CIO) for New York Life. He was accountable for New York Life’s core insurance and strategic insurance businesses and agency technology. In this role, Don was accountable for managing a large-scale transformation effort ranging from core Insurance and sales platforms to the modernization of infrastructure and data environment. In addition, he was a member of the Insurance Group Senior Leadership Team. Don’s previous New York Life roles included CIO for the investments group technology. In this role, he was on the Investments Group Senior Leadership team and led similar transformation initiatives. During his tenure, he regularly interacted with members of the Executive Management Committee and has presented to the Board of Directors.
Don’s previous experiences at multiple large organizations resulted in a philosophy of driving business results through the creation of highly integrated business and people strategies at multiple levels in the organization. His prior technical accomplishments include leading a largest-of-its-kind life insurance technology transformation program delivering both financial and technical results and fully implementing a full-scale annuities modernization program. He has also built numerous businesses, driven multi-year technology roadmaps and become known for the depth and breadth of details in his CIO 100-day report—used not only for new leaders but also for leaders who have a new mandate. Finally, Don has served as an executive coach inside and out of his industry while implementing a philosophy of building exceptional leaders, extended leadership teams and formalized succession plans.
Don earned a BS in Computer Information Systems from Quinnipiac University.
Jeanna Doherty ’94 - Partner Ernst & Young LLP
With more than 23 years of experience, Jeanna Doherty serves as the coordinating partner on a variety of clients, including several multi-billion dollar health systems, academic medical centers, teaching hospitals and other organizations.
Doherty has worked in varied roles while at Ernst & Young LLP. In addition to serving clients, she currently serves as the Americas assurance operations leader. Previously, Doherty was the Northeast financial accounting advisory services health leader, and the Americas leader for climate change and sustainability services.
Doherty has a comprehensive understanding of the challenges facing health organizations throughout the Northeast and across the country, with experience ranging from financial statement audits to business advisory services such as financial feasibility studies, capital financing projections, policy and procedure reviews and merger and acquisition due diligence.
Susan K. Foster - SVP (Retired); Keep America Beautiful
Susan K. Foster is a retired trusts and estates attorney now actively volunteering in Fairfield County. She is a board member of the Avon Theatre Film Center in Stamford, the Riverside Association and the Riverside Garden Club. In addition, Foster is a college coach for Future 5, a Stamford-based nonprofit that helps low-income high school students connect to their full potential.
Foster is the former senior vice president, development for Keep America Beautiful. Prior to joining KAB she was director of development for Brooklyn Law School. Foster also worked at U.S. Trust Company of New York as a vice president in the Estate Administration Department. Prior to joining U.S. Trust, Foster worked at Winthrop, Stimson, Putnam & Roberts as an associate in the Individual Clients Department.
Foster received her JD from Brooklyn Law School. She was articles editor for the Brooklyn Law Review, a National Team Quarterfinalist for the Moot Court Honor Society and research assistant for Professor Roberta Karmel, a former S.E.C. Commissioner. Foster has a BS in Human Kinetics from George Washington University where she was president of the Mortar Board Honor Society.
Jessica Iorio '06 - Vice President; Rockefeller Capital Management
Jessica lorio, Senior Vice President and Business Director for the Northeast Private Wealth Division at Rockefeller Capital Management, has close to 15 years of financial services industry experience. In her role, Jessica is responsible for overseeing daily operations for ten Private Wealth Management teams as well as leading the recruitment efforts for private wealth management teams when they transition to the Rockefeller platform. She is dedicated to evaluating and improving the efficiency of all facets of the private wealth business and plays a vital role in the client on-boarding process to ensure a positive client experience. Prior to beginning her role as Business Director in March of 2019, Jessica was Senior Vice President for Vios Advisors at Rockefeller Capital Management, the inaugural private wealth team to join Rockefeller Capital Management.
In her role as Senior Vice President, she focused on executing client investment programs, analyzing investment opportunities and overseeing all operations for the practice. With her breadth of experience and knowledge, Jessica was the main point of contact for Vios Advisor's multi-generational clientele. In addition, she guided important financial decisions by helping to create and monitor effective portfolios with client's best interests in mind.
Jessica began her career in 2006 at Morgan Stanley as a Client Service Associate. Prior to Rockefeller, she spent a 10 years at HighTower. Jessica has a B.S. in Finance from Quinnipiac University where she attended on a soccer scholarship. As the founder of Bayonne's Liberty Elite Soccer Program, Jessica has remained dedicated to the game of soccer through her involvement in youth soccer programs across the tri-state area. Jessica currently holds her Series 7 and 63 licenses.
Matthew Liposky ’06 - Chief Investment Operating Officer; Massachusetts Pension Reserves Investment Board
Matthew Liposky joined PRIM in 2013 and serves as PRIM’s Chief Investment Operating Officer. He is responsible for managing the PRIT Fund’s financial activities, including: investment performance reporting; investment accounting; operational due diligence; and investment manager onboarding and implementation. Prior to his position as CIOO, he served as Director of Investment Operations at PRIM. He has more than 13 years of experience in investment operations and worked at Liberty Mutual Investment Group and Bank of New York Mellon before joining PRIM. He earned a BS in Finance from Quinnipiac University.
Jonathan Lipschutz ’00 - Partner; Ernst & Young LLP
Jonathan Lipschutz is a partner at Ernst & Young based in the Stamford, Connecticut office and has over 17 years of experience serving companies in a variety of industries. Lipschutz has spent the majority of his career serving domestic and multinational SEC registrants in a variety of industries. He has significant experience working with companies on various types of transactions including business combinations and divestitures, initial and secondary equity offerings, public and privately placed debt offerings, revenue recognition and income taxes. Through his involvement with his clients, Lipschutz has experience in assisting companies navigating through SEC comment letters. Most recently, Lipschutz has assisted his clients as part of their adoption and implementation of the FASB’s new accounting standard on revenue recognition — ASC 606, Revenue from Contracts with Customers. He serves as the Quinnipiac University Campus Coordinating Partner for EY.
Lipschutz graduated from Quinnipiac University in 2000 with a BS in Accounting and Computer Information Systems.
Joseph Natarelli ’86 - Partner-in-Charge; Marcum – Advisors
At Marcum, Joseph Natarelli is leader of the national construction industry practice group, as well as the office managing partner in New Haven, Connecticut. In addition, he is a member of the firm’s management committee. Natarelli has more than 30 years of experience with international accounting and consulting firms. He frequently serves as the lead audit engagement partner for a variety of consulting matters.
Natarelli is experienced in providing auditing and consulting services related to corporate acquisitions, divestitures, and mergers and refinancing. He is highly trained in the accounting and structuring of these transactions.
Joseph Onorato ’71 - Chief Financial Officer (Retired); Echlin Inc.
After graduation, Joseph Onorato started his career with Price Waterhouse (Bridgeport/Hartford) and, after 6 years, went on to work for Insilco Corporation in Meriden, Connecticut. He then went to work at Echlin Inc., a worldwide manufacturer of motor vehicle components headquartered in Branford, Connecticut, ultimately becoming chief financial officer. After a merger with Dana Corporation, he was involved with a private equity firm, which purchased Affinia Corporation, a motor vehicle aftermarket parts manufacturer and was a board member until the sale in 2016. Onorato also sits on the board of Mohawk Industries in Calhoun, Georgia, the world’s largest flooring manufacturer, and is chairman of the audit committee.
As a member of the inaugural first-year class on the Mount Carmel Campus, Onorato graduated in 1971. He was presented with the Quinnipiac University Distinguished Alumni Award in 1997.
Jason Perlroth ’05 - Principal, Head of Business Development; Southfield Capital
Jason Perlroth is a Principal and Head of Business Development at Southfield Capital, a premier lower middle-market private equity firm, where he is responsible for leading the deal origination efforts, assessing investment opportunities and overseeing the marketing and communication activities.
Jason brings nearly 20 years of experience as an advisor and executive within private equity and investing.
Prior to joining Southfield, Jason was a Principal and the Head of Business Development at BHMS Investments, a North American-focused private equity firm. At BHMS, he oversaw the sourcing and evaluation of investment opportunities and managed the firm's external relationships, which included lenders for acquisition and portfolio company debt financing needs.
Previously, Jason was a member of the executive team at Sutton Place Strategies. Having joined SPS as a founding employee and key member, Jason was integral to the firm’s growth and helped lead its operations, strategic initiatives and corporate development from building out the organization to developing technology, streamlining processes, hiring, and creating best practices. In addition, he was the head of the Research and Analysis division.
Prior to joining SPS, Jason co-founded Grand Run Capital, a real estate private equity independent sponsor investing in commercial multi-tenant and multi-family value-add and sale-leaseback properties. Earlier in his career, Jason worked in the Business Development group at American Capital and also worked at Greenwich Associates, a strategic consulting and market research firm, and Moore Capital Management.
Jason holds a Bachelor of Science in Finance with honors from Quinnipiac University. In addition to serving on the Quinnipiac University School of Business Dean's Advisory Council, he is also a longtime volunteer and was previously a mentor coach with America Needs You. Jason is a member of the Finance Committee for the nonprofit arts organization Pentacle (DanceWorks, Inc.) as well.
Jonathan Potokin ’01, MBA ’05 - Managing Director, Finance & Administration; Darby Overseas Investments
Jonathan Potokin joined Darby in 2015 as managing director, finance and administration, with oversight responsibility of Darby’s financial and administrative operations. He is also a member of the Darby senior management team and Darby compliance oversight group.
Prior to joining Darby, Potokin was director of finance at K2 Advisors, a Franklin Templeton Investments company, where he oversaw and reviewed financial records for various Franklin Templeton subsidiaries. In his capacity as director of finance, Potokin collaborated with counterparts throughout Franklin Templeton to manage K2’s financial reporting, tax matters, information flows and requests. Prior to joining K2 Advisors, Potokin worked at Ernst & Young as a senior auditor in the asset management assurance advisory business services department.
Potokin has a BS in Financial Management, an MS in Accounting and an MBA from Quinnipiac.
Michael Rettagliata ’03 - Senior Vice President, Finance and Chief Financial Officer; Audax Private Debt
Michael Rettagliata ’03 is the Chief Financial Officer for Audax Private Debt.
Prior to joining Audax in 2017, Mike was a Vice President on the Real Estate Debt Strategies (BREDS) team at The Blackstone Group. He also previously worked as a Senior Accountant at Deloitte Consulting.
Mike received a BS in Accounting from Quinnipiac University.
David L. Reynolds ’79 CPA, CFE - Partner-in-Charge, New Haven; Marcum – CT Accounting Services
David L. Reynolds is a partner in Marcum’s tax & business services division and partner-in-charge of the firm’s New Haven accounting services group, which provides comprehensive accounting and tax services to closely-held businesses and their owners. He handles a diverse client base including businesses in the manufacturing, environmental, not-for-profit, health care and distribution industries. In addition to his primary role as a trusted adviser, Reynolds, a certified fraud examiner (CFE), is called upon to conduct financial forensic engagements and fraud examinations. He also excels at the development of complex pricing models and projections, and has experience as a court appointed receiver and conservator.
Prior to joining the firm in 1984, Reynolds served as an auditor/investigator for a commodity futures exchange and held various accounting positions. He speaks to business groups, civic organizations and universities on topics related to fraud and forensic accounting.
Deirdre Rogusky ’88 - Principal Consultant; Sensei Project Solutions
As a versatile information technology professional with 30 years of experience, Rogusky has strong leadership, project management, presentation, analytical and proactive problem-solving skills. She is results- and quality-oriented, practicing exceptional organizational and communication skills. In her current role as IT project manager, she manages multiple portfolios and a variety of teams across the Connection organization, leading many successful projects with a focus on SaaS implementations. Rogusky is PMP certified and is currently an active member of PMI and the New Hampshire chapter, and a member of MPUG. Rogusky maintains her membership in itSMF USA, and she is a founding member of the HDI Northern New England chapter serving as VP of content relations until 2015. Rogusky began serving on the Dean’s Advisory Council in 2011.
Rogusky graduated in 1988 with a BS in Computer Information Systems. During her years at the university, Deirdre served as a student member to the Board of Trustees, co-chaired the Student Judicial Board, served as president of the Theatre Workshop, and was a member of the student council and S.A.R.C.