President - Charles R. Crowley
Charles Crowley has more than 30 years of experience in serving the financial needs of community banks, including 25 years in investment banking. He specializes in capital raising and in providing merger advisory services for financial services companies. He has successfully advised clients on dozens of transactions through various market cycles.
Prior to joining Boenning & Scattergood in January 2013, Mr. Crowley was a Managing Director & Principal with Paragon Capital Group / ParaCap Group in Cleveland. He had prior experience with full service investment banks including Stifel Nicolaus / Ryan Beck, Friedman Billings Ramsey (FBR) and McDonald & Company Securities, Inc.
Mr. Crowley earned a Bachelor of Science degree in Economics with a concentration in Accounting, as well as an MBA in Finance, from the Wharton School of the University of Pennsylvania. He holds the Series 7, 24 and 63 licenses. He is a board member of Junior Achievement of Greater Cleveland and of the Wharton Alumni Club of Northeast Ohio, and he is involved in coaching youth baseball.
Past President - Rebecca Bar-Shain - WG '92
Rebecca Bar-Shain is a financial planner with Cedar Brook Financial Partners – a wealth management firm located in Pepper Pike, Ohio.
Ms. Bar-Shain possesses more than 20 years of experience in strategic planning, small business management, finance and operations. She has served in consulting and senior management positions at Ernst & Young, LLC, Kaiser Permanente and Dr. Senders & Associates.
Ms. Bar-Shain received a Bachelor of Science degree from Northwestern University in Evanston, Ill. and a Masters of Business Administration degree from the Wharton School of the University of Pennsylvania. She currently holds a Life, Health and Variable Annuities license in the state of Ohio. She is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.
An active member of the Greater Cleveland community, Ms. Bar-Shain was a co-founder of the Daily Dose of Reading, a literacy organization. Additionally, she serves as President of the Wharton Club of Northeast Ohio and she is a member of the Jewish Community Federation of Cleveland's Partnership 2000 Steering Committee. She also is a graduate and active alumna of Cleveland Bridge Builders, and she has served on the Board of Trustees and as Treasurer for Fuchs Mizrachi School. Rebecca and her husband, David, have three sons and reside in University Heights, Ohio.
Events Chair - Kiara Berglund - WG '02
Kia is currently the Product Manager for New Jersey personal lines auto insurance at Progressive Insurance. Progressive offers insurance for personal and commercial autos and trucks, motorcycles, boats, recreational vehicles, and homes. The company is the fourth largest auto insurer in the country, the largest seller of motorcycle insurance, and a leader in commercial auto insurance.
Before being named to her current position, Kia served as the Corporate Compliance Officer for Progressive, overseeing companywide compliance strategy and initiatives for Progressive and, prior to that, held roles in the company's Commercial Auto group, where she successfully managed that group's business efforts in selected states in the Midwest and Northeast. Prior to joining Progressive, Kia worked for the Latin American internet portal StarMedia Networks and spent several years in investment banking at Patricof & Co. and Morgan Stanley in their Latin American corporate finance and mergers and acquisition groups. Kia earned a B.A. from Yale University with a major in Latin American Studies and a MBA from Wharton with a concentration in strategic management.
Kia, her husband Ryan, and two kids live in Shaker Heights, Ohio.
Membership Director - Brad Pulver - WG '01
Brad is currently the President & COO of Innovative Medical Equipment, LLC - a manufacturer and distributor of medical equipment targeting the plastic surgery, neurology, orthopedic, and pain management markets. IME is located in Lyndhurst, Ohio.
Prior to starting IME, Brad served as Senior Vice President of Marketing and Product Strategy for Hagemeyer North America (a $1.8B North American division of Sonepar, a $15B global safety, electrical and industrial distributor). For 10 years prior to this role, Brad served as a management consultant - advising companies on a host of operational and strategic issues facing their businesses. As a consultant, he served clients in a variety of industries including Consumer Packaged Goods, Healthcare, Retail, Safety Product Manufacturing, Industrial Distribution, Telecommunications, Real Estate, and Financial Services. After time with Andersen Consulting & Deloitte Consulting, Mr. Pulver helped launch a start-up, venture capital-backed Management Consulting firm in 2003. Brad has a Bachelor of Science degree in Business Management and Marketing from Cornell University and an MBA from Wharton.