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Gerald B. Smith

Investment banker Gerald B. Smith was born on September 28, 1950 in Houston, Texas. He graduated from Jack Yates High School in Houston, Texas in 1968, and received his B.B.A. degree from Texas Southern University in Houston, Texas in 1972.

After graduation, Smith became an assistant buyer for men’s sportswear at Foley’s department store. In 1974, Smith was hired at the investment banking firm of Hibbard, O’Conner & Weeks in Houston, Texas, where he completed the check training program and worked as a trader. In 1979, Smith moved to New York and joined Dillon, Read & Co. as the first African American hired by the firm, where he worked in the fixed income sector, trading and advising in portfolio management. In 1980, Smith became a founding member of the New York Futures Exchange (NYFE), which was established for the trading of futures contracts of financial products. Smith later worked for the Westcap Corporation, where he was responsible for national sales and trading with institutional investors. He also served as senior vice president and director of fixed income securities for Underwood Neuhaus & Co. In 1990, Smith co-founded Smith Graham & Co. Investment Advisors, L.P. in Houston, Texas, along with Ladell Graham.

Smith served as a trustee of various funds of The Charles Schwab Family of Funds and became director of Cooper Industries. He was also a director of Northern Border Partners, L.P. as well as the lead independent director and presiding non-management director of Cooper Industries PLC. From 2009 to 2013, Smith served as director of ONEOK, Inc.; and, from 2011 to 2016, Smith served on the board of The Federal Reserve Bank of Dallas – Houston Branch. In 2012, he became director of New York Life Insurance Co. and independent director of Eaton Corporation PLC. He was also chairman of the Texas Southern University Foundation.

In 2007, Black Enterprise magazine named Smith one of the 50 Most Powerful African Americans on Wall Street. In 2012, he received an honorary doctorate degree from Texas Southern University. Smith and his wife, Anita were recognized as Excellence in Education Honorees at the Annual United Negro College Fund’s Gala in 2015, and are both founding donors of the Smithsonian National Museum of African American History and Culture. He was also inducted into the National Black College Alumni Hall of Fame and received the United Way Volunteer of the Year Award, the National Black MBA Association’s Leadership Empowerment Award, YMCA Annual Tribute to Leadership Award, and the Community Partner’s “Father of the Year” Award. In 2015, he received the Lifetime Achievement Award from The Greater Houston Black Chamber of Commerce and The National Economic Empowerment & Entrepreneurship Award from The 100 Black Men Association of America.

Gerald B. Smith was interviewed The HistoryMakers on April 26, 2019.

Accession Number

A2019.034

Sex

Male

Interview Date

4/26/2019

Last Name

Smith

Maker Category
Middle Name

B.

Occupation
Schools

Dodson Elementary

James D. Ryan Middle School

Jack Yates High School

Texas Southern University

First Name

Gerald

Birth City, State, Country

Houston

HM ID

SMI37

Favorite Season

Spring and Summer

State

Texas

Favorite Vacation Destination

Santa Fe, New Mexico

Favorite Quote

We've All Been Blessed To Be A Blessing

Bio Photo
Speakers Bureau Region State

Texas

Birth Date

9/28/1950

Birth Place Term
Speakers Bureau Region City

Houston

Country

USA

Favorite Food

Grilled Salmon with Vegetables

Short Description

Investment banker Gerald B. Smith (1950 - ) was a founding member of the New York Futures Exchange (NYFE) and co-founded Smith Graham & Co. Investment Advisors, L.P.

Employment

Foley's Department Store

Hibbard, O'Connor & Weeks

Dillon Read and Company

Westcap Corporation

Underwood Neuhaus and Company

Smith Graham & Co. Investment Advisors, L.P.

Favorite Color

Blue for clothes, Black for cars

Rodney Miller

Investment banker Rodney Miller was born on April 24, 1961 in Indianapolis, Indiana to Betty Jean Galbreath and Russell B. Miller, Sr. Miller received his B.S. degree in accounting from Indiana University in Bloomington, Indiana in 1983, and his M.B.A. degree from the University of Chicago Graduate School of Business in Chicago, Illinois in 1986.

After graduation, Miller became a certified public accountant (C.P.A.) and worked for the accounting firm of Touche, Ross & Company. He later transitioned into investment banking and joined Credit Suisse First Boston, where he served as director of mergers and acquisitions for North America. There, Miller also led the takeover defense group, served as co-head of the Credit Suisse Global Energy Group and as chair of the managing director election committee. In 1995, Miller was part of the team that engineered Seagram Company Ltd.’s $5.7 billion acquisition of MCA Inc. That same year, Miller helped structure the $2.4 billion sale between KBLCOM, Inc. cable television systems to Time Warner, Inc. In 2007, Miller became managing director of mergers and acquisitions within Americas Investment Banking at JP Morgan Chase & Co., where he advised both domestic and international clients on a broad variety of assignments, including mergers, acquisitions, divestitures, proxy contests, hostile transactions and special committee assignments. In 2011, Miller played a role in the $25 billion split between Mosaic Company and Cargill. He also helped facilitate E. I. du Pont de Nemours and Company’s $6.5 billion acquisition of Danisco A/S. Miller later became vice chairman of mergers and acquisitions at JP Morgan Chase & Co.

In 2001, Miller joined the board of trustees at The Studio Museum Harlem, where he served as treasurer. Miller also served as a trustee for the Council of the University of Chicago Graduate School of Business and on the dean’s advisory council for the Kelley School of Business at Indiana University. He served on the board of Prep for Prep, the Gordon A. Rich Foundation and the Credit Suisse Foundation. He serves on the Leadership Council of Advancing Black Leaders at JP Morgan Chase & Co.

Rodney Miller was interviewed by The HistoryMakers on March 27, 2019.

Accession Number

A2019.022

Sex

Male

Interview Date

3/27/2019

Last Name

Miller

Maker Category
Marital Status

Single

Middle Name

M.

Occupation
Schools

Indiana University

University of Chicago Booth School of Business

First Name

Rodney

Birth City, State, Country

Indianapolis

HM ID

MIL13

Favorite Season

Fall

State

Indiana

Favorite Vacation Destination

The Hamptons

Favorite Quote

Started From The Bottom And Now We're Here

Bio Photo
Speakers Bureau Region State

New York

Birth Date

4/24/1961

Birth Place Term
Speakers Bureau Region City

New York

Country

USA

Favorite Food

Fried Chicken

Short Description

Investment banker Rodney Miller (1961 - ) served as director of mergers and acquisitions for North America at Credit Suisse First Boston and vice chairman of mergers and acquisitions at JP Morgan Chase & Co.

Employment

Touche Ross & Company

CS First Boston

JP Morgan Chase & Co.

Favorite Color

Blue

George Van Amson

Investment banker George Van Amson was born on January 30, 1952 in New York City, New York to Willie-Mae and Adolph Van Amson. He graduated from Brooklyn Technical High School in 1970, and received his bachelor’s degree in economics from Columbia University in 1974. Van Amson went on to receive his M.B.A degree with honors from Harvard Business School in 1982.

Upon graduating from Columbia University, Van Amson worked for Revlon and Citibank, before being hired as an analyst in the controller’s office at Goldman and Sachs in 1979. He left to pursue his master’s degree at Harvard Business School, and returned to Goldman and Sachs in 1982, where he worked as a trader, and eventually rose to vice president of equities in the firm’s trading and arbitrage division in 1986. In 1991, he was promoted to senior international trader, primarily trading Canadian and precious-metal stock, and making Goldman and Sachs the leader in underwriting Latin American financial issues. Morgan Stanley hired Van Amson in 1992, where he served in various senior trading roles before becoming manager of the sales trading service desk for global wealth management clients. Van Amson was later promoted to head of North American Analyst and Associate Advising Development programs, before also becoming managing director of sales and trading in the institutional equity division.

Van Amson served as chairman of Wall Street’s campaign for the United Negro College Fund, and president of the Harvard Business School African American Alumni Association. A trustee emeritus at Columbia University, advisor for the finance committee of New York’s Riverside Church, and a member of Alpha Phi Alpha Fraternity, he also served on the boards of the Metropolitan Opera, Columbia University’s Community Impact, and the Columbia Alumni Association.

Van Amson has received numerous awards during his career, including being named in Black Enterprise’s Top African Americans on Wall Street in 1992, 1996, and 2006. He was also the recipient of the 1993 World Economic Forum Global Leader award, the 2007 Racial Harmony award presented by the Foundation for Ethnic Understanding, the Distinguished Alumni award from Brooklyn Technical High School in 2013, and the Harvard Business School Alumni Professional Achievement Award in 2017.

Van Amson and his wife, Wendy, were married in 1986 and reside in New York City. They have three children; Alexandria, Victoria, and Skyler.

George Van Amson was interviewed by The HistoryMakers on August 18, 2019.

Accession Number

A2019.075

Sex

Male

Interview Date

8/18/2019

Last Name

Van Amson

Maker Category
Marital Status

Married

Middle Name

Louis

Occupation
Schools

Brooklyn Technical High School

Columbia University

Harvard Business School

P.S. 72 Dr. William Dorney School

P.S. 71 Rose E. Scala School

Henry J. Bruckner Jr. High School 101

First Name

George

Birth City, State, Country

New York City

HM ID

VAN09

Favorite Season

Fall

State

New York

Favorite Vacation Destination

Martha's Vineyard

Favorite Quote

Lions don't concern themselves with the opinion of sheep.

Bio Photo
Speakers Bureau Region State

New York

Birth Date

1/30/1952

Birth Place Term
Speakers Bureau Region City

New York

Country

USA

Favorite Food

All food...Porterhouse Steak or Fried Chicken

Employment

Goldman, Sachs & Co.

Morgan Stanley

Revlon

Citibank, N.A.

Favorite Color

Blue

Les Bond, Jr.

Investment banker Leslie Bond, Jr. was born on July 18, 1957 to Leslie Bond, Sr., a prominent surgeon, and Anita Lyons Bond, a civil rights activist, in St. Louis, Missouri. He attended and graduated from St. Louis Country Day School in 1963, and went on to attend Princeton University, where he earned his B.A. degree in public and international affairs as a Woodrow Wilson Scholar in 1979. He then received both his J.D. degree and M.M. degree in finance in marketing from Northwestern University in Evanston, Illinois in 1983.

Bond was hired by the King & Spalding law firm in Atlanta, Georgia in 1983, making the firm’s first African American partner. Their clients included The Coca-Cola Company, General Electric, and General Motors. In 1986, he was appointed deputy general counsel for the Metropolitan Pier and Exposition Authority of Chicago where he was responsible for the development and financing for the expansion projects of both Navy Pier and McCormick Place. Bond was subsequently hired as general counsel to the Comptroller of St. Louis, Missouri, where he had additional responsibilities as fiscal manager of external finance. In 1996, he co-founded Columbia Capital Management, a firm that provided advisory services to municipal bond issuers and borrowers, as well as investment assistance to local governments. He served as senior managing director of their investment advisory group until 2001, when he co-founded another company, Attucks Asset Management in Chicago, where he served as CEO. Attucks Asset Management specialized in providing investment assistance for diverse and emerging managers. In 2011, he was appointed to serve on the Chicago Plan Commission, which was responsible for reviewing proposals involving planned developments and districts, as well as the Lakefront Protection Ordinance. He was reappointed to this position by Chicago Mayor Rahm Emmanuel in 2016.

Bond resides in Chicago, where he has served on the boards of the National Association of Securities Professionals, the Marshall Faulk Foundation, the Jackie Joyner-Kersee Foundation, and MOBILE Care Foundation. He has also been a member of the Alliance of Business Leaders and Entrepreneurs and the New American Alliance.

Leslie Bond, Jr. was interviewed by The HistoryMakers on July 11, 2019.

Accession Number

A2019.063

Sex

Male

Interview Date

7/11/2019

Last Name

Bond

Maker Category
Marital Status

Single

Occupation
Schools

Princeton University

Northwestern University, Kellogg School of Business

Northwestern University Pritzker School of Law

Mary Institute and Saint Louis Country Day School (MICDS)

First Name

Les

Birth City, State, Country

St. Louis

HM ID

BON04

Favorite Season

Fall

State

Missouri

Favorite Vacation Destination

Any Beach

Favorite Quote

Don't Quit

Bio Photo
Speakers Bureau Region State

Illinois

Birth Date

7/18/1957

Birth Place Term
Speakers Bureau Region City

Chicago

Country

USA

Favorite Food

Soul Food, Collard Greens, Smoked Meats, Mac And Cheese

Short Description

Investment banker Leslie Bond, Jr. (1957 - ) was the first African American partner at the law firm King & Spalding before he co-founded two investment advisory firms: Columbia Capital Management and Attucks Asset Management.

Employment

King and Spalding

City of Chicago

Comptroller's Office; City of St. Louis

Columbia Capital Management

Attucks Asset Management

Favorite Color

Blue

Russell Goings

Investment banker Russell Goings was born on July 5, 1932 in Stamford, Connecticut to Rose and Russell Goings, Sr. He enlisted in the U.S. Air Force where he became an instructor of specialized tactics of evasion and escape, serving from 1951 to 1955. He subsequently received his B.A. degree from Xavier University in Cincinnati, Ohio in 1959, and later attended Fairfield University where he studied writing in 1999.

In 1959, Goings joined the Saskatchewan Roughriders football team as a linebacker in the Canadian Football League and was drafted by the Buffalo Bills in the American Football League the following season. A knee injury ended his football career and he was later hired at J.W. Kaufmann & Co. in 1960 as an over-the-counter trader. Goings also served as the first financial advisor to all players in the National Basketball Association Players Association. In 1964, he joined Bruns Nordeman & Co.; and, in 1968, he became the first African American branch manager for Shearson Hammill in Harlem. Two years later, Goings assisted in the founding of Essence magazine; and, in 1971, he purchased the Harlem branch of Shearson Hammill, renaming it First Harlem Securities. For a quarter of a million dollars, Goings purchased a seat on the New York Stock Exchange, making him the second African American-owned business to do so, and the first African American manager of a New York Stock Exchange firm. He also structured the company to include several principals with voting stock, which assisted with African Americans in joining the stock exchange. Goings later became the first African American to manage pension funds for a Fortune 500 company as well as the first to have a national contract from the Small Business Administration to bring more African Americans into franchise businesses. In 1976, Goings began working with artist Romare Bearden to help preserve Bearden’s legacy through videotaped interviews, and collecting an assortment of Bearden’s work. After Bearden’s death in 1988, Goings worked with various museums for retrospective exhibitions of Bearden’s work. In 2004, Goings showcased Bearden’s work in the exhibition, “Romare Bearden: From the Studio and Archive” at the Schomburg Center for Research in Black Culture. In 2009, Goings published The Children of Children Keep Coming: An Epic Griotsong, which featured drawings from Bearden depicting the black narrative.

Goings also served as chairman of the Studio Museum in Harlem and was inducted into the Wall Street Hall of Fame in 1999.

Russell Goings was interviewed by The HistoryMakers on April 12, 2019.

Accession Number

A2019.029

Sex

Male

Interview Date

4/12/2019

Last Name

Goings

Maker Category
Occupation
Schools

Xavier University

Fairfield University

First Name

Russell

Birth City, State, Country

Stamford

HM ID

GOI04

Favorite Season

Spring

State

Connecticut

Favorite Vacation Destination

None

Favorite Quote

Anyone Can Die Out Of Shape

Bio Photo
Speakers Bureau Region State

New York

Birth Date

7/5/1932

Birth Place Term
Speakers Bureau Region City

New York

Country

USA

Favorite Food

None

Short Description

Investment banker Russell Goings (1932 - ) was the first financial advisor to all players in the National Basketball Association Players Association before co-founding First Harlem Securities where he became the second African American-owned business to purchase a seat on the New York Stock Exchange and the first African American manager of New York Stock Exchange Firm.

Employment

Saskatchewan Rough Riders

Buffalo Bills

J.W. Kaufmann & Co.

Shearson Hammill Inc.,

Harlem Home Securities

Private

U.S. Air Force

Favorite Color

None

David R. Jones

Investment banker David R. Jones was born on May 4, 1964 in Dayton, Ohio to David L. and Alease Caldwell Jones. His mother worked as an educator and his father was the first African American certified public accountant in Ohio and co-founded Unity State Bank, Ohio’s first African American owned bank. Jones graduated from the Miami Valley School in 1982 before receiving his B.S. degree from Boston University in 1986, and his M.B.A. degree from The Wharton School of Business at the University of Pennsylvania in 1993.

Before earning his M.B.A. degree, Jones was a trust officer at Fifth Third Bank and Wachovia Corporation. After graduating in 1993, he joined Merrill Lynch as a senior associate in the investment banking department. In 1998, he was hired by Blaylock & Partners as head of the investment banking and capital markets departments. In this role, Jones was involved in transactions that enabled the firm to become the nation’s largest Black-owned investment bank handling over $8 billion in deals. In 2006, he co-founded CastleOak Securities and served as CEO of the firm. In 2017, CastleOak partnered with Bloomberg to launch DirectPool, a platform for electronic corporate bond trading.

Jones was appointed to Boston University’s Board of Overseers in 2013, and to the Executive Graduate Board of The Wharton School of Business at the University of Pennsylvania in 2014. The next year, he was elected to the Ohio National Financial Services board of directors.

In 2010, Jones received the distinguished alumni award from Boston University School of Management. The following year, he was named as one of the 75 Most Powerful Blacks on Wall Street by Black Enterprise Magazine. In 2012, Jones was named One of the Most Intriguing Entrepreneurs by Goldman Sachs. CastleOak Securities ranked number one by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities in 2014; and, in 2017, they were named the Financial Company of the Year by Black Enterprise.

Jones and his wife, Tammye Tillman Jones, reside in New Jersey and have three children: Jillian, Harrison, and Kathryn.

David R. Jones was interviewed by The HistoryMakers on March 26, 2019.

Accession Number

A2019.018

Sex

Male

Interview Date

3/26/2019

Last Name

Jones

Maker Category
Marital Status

Married

Middle Name

R.

Occupation
Schools

Jefferson Elementary School

Miami Valley School

Boston University

Wharton School of the University of Pennsylvania

First Name

David

Birth City, State, Country

Dayton

HM ID

JON44

Favorite Season

Summer

State

Ohio

Favorite Vacation Destination

Hilton Head

Favorite Quote

We're In A Can-Do Business

Bio Photo
Speakers Bureau Region State

New York

Birth Date

5/4/1964

Birth Place Term
Speakers Bureau Region City

New York

Country

USA

Favorite Food

Steak

Short Description

Investment banker David R. Jones (1964 - ) was head of investment banking and capital markets at Blaylock & Partners before co-founding CastleOak Securities where he was president and CEO.

Employment

Fifth Third Bank

Wachovia Corporation

Merrill Lynch

Blaylock & Partners

CastleOak Securities L.P.

Favorite Color

Blue

JoAnn Price

Investment banker JoAnn Price was born on January 7, 1950 in North Wales, Pennsylvania to Margaret Ethyl Harris and Joseph Harris. Price received her B.A. degree from Howard University in Washington, D.C. in 1971.

After graduation, Price worked as a legislative assistant to Pennsylvania Senator Richard Schweiker for seven years. In 1978, she became vice president of the American Association of Minority Enterprise Small Business Investment Companies, later becoming the National Association of Investment Companies (NAIC). In 1983, she was appointed its president, where she led state and national policy initiatives in support of member investment companies. In 1992, Price led the formation of a strategic partnership between that NAIC and Bigler Crossroads Investment Management Corporation, a nationally recognized private equity fund-of-funds based in Farmington, Connecticut. The purpose of this partnership was to create a vehicle that could successfully intermediate capital between institutional investors and underserved markets. In 1994, after two and a half years, the partnership was formed and funded as Fairview Capital Partners, with Price and Laurence C. Morse as its founders. Fairview initially closed with $100 million of capital under management. Fairview managed nearly $10 billion in committed capital with expanded investment strategies that include mainstream and customized venture programs, private equity, co-investment, and secondary portfolios.
 
Price has served on the advisory boards of several private equity funds in which Fairview has invested, including Robert L. Johnson (RLJ) Equity Partners, Syncom, Inc., and Black Enterprise/Greenwich Street Corporate Growth Partners. An active philanthropist and supporter of community service organization, Price served as chair of the board of directors of the Hartford Foundation for Public Giving and as director of the Apollo Theater Foundation and the Howard University School of Business Board of Visitors. She also served as chairperson for the Amistad Center for Art & Culture in Hartford, Connecticut, and was appointed director of the Connecticut Board of Regents for Higher Education by Governor Dannel P. Mallory. In 2012, she was honored by the YMCA of Greater Hartford with the R.C. Knox Award for Distinguished Leadership.

Price is an active member of Union Baptist Church in Hartford, Connecticut. She served in a number of capacities, leading to her ordination as deacon in 2012. Price and her husband, James Price, a retired attorney, have three children.
 
JoAnn Price was interviewed by The HistoryMakers on November 20, 2018.

Accession Number

A2018.217

Sex

Female

Interview Date

11/20/2018

Last Name

Price

Maker Category
Organizations
First Name

JoAnn

Birth City, State, Country

North Wales

HM ID

PRI11

Favorite Season

Spring

State

Pennsylvania

Favorite Vacation Destination

Everywhere

Favorite Quote

N/A

Bio Photo
Speakers Bureau Region State

Connecticut

Birth Date

12/7/1950

Birth Place Term
Speakers Bureau Region City

Hartford

Country

USA

Favorite Food

N/A

Short Description

Investment banker JoAnn Price (1950 - ) was the co-founder of Fairview Capital Partners, Inc. prior to serving as president of the American Association of Minority Enterprise Small Business Investment Companies (AAMESBIC).

Favorite Color

Red

Laurence Morse

Investment banker Laurence Morse was born on July 2, 1951. He attended Howard University in Washington, D.C., where he was awarded the Luard Scholarship and spent his junior year at the London School of Economics (LSE). After obtaining his B.A. degree in economics from Howard University in 1973, Morse earned his M.A. degree in 1978 and his Ph.D. degree in economics in 1980, both from Princeton University. He also completed a postdoctoral fellowship at Harvard University in 1983.

Morse began his career as an analyst at the venture capital investment firm UNC Ventures, based in Boston, Massachusetts, where he was eventually promoted to associate and investment officer positions. Morse became a vice president of Equico Capital Corporation, a subsidiary of The Equitable Life Insurance Company of America, in 1988. In 1991, he became the founding principal of the TSG Ventures investment fund under the TSG Capital Group. In 1992, Morse was hired as a senior venture capital advisor for Coopers & Lybrand International Consulting Services, where he advised on the establishment of a proposed $100 million USAID-sponsored Africa Enterprise Development Fund to be based in South Africa. Morse and JoAnn H. Price then founded Fairview Capital Partners, Inc. in September of 1994, where Morse oversaw the investment of over $3 billion in more than one hundred traditional and specialized venture capital and private equity limited partnerships. In 2004, Morse was appointed director of Webster Financial Corp. and Webster Bank, N.A.

In 2000, Morse joined the board of directors of the English-Speaking Union. He also served three terms on the board of trustees of the Princeton University Investment Company, and joined the Princeton University Board of Trustees in 2012. Morse has also served on the advisory boards of venture capital partnerships, including U.S. Venture Partners (USVP), Battery Ventures, Sierra Ventures, ICV Capital Partners and Trinity Ventures. In 2013, Morse became a trustee of Harris Associates Investment Trust, which oversees the Oakmark Family of Mutual Funds. In 2014, Morse became a trustee of Howard University.

In 2003, Morse was named one of “The Top Ten Minds in Small Business” by Fortune Small Business magazine. Morse also authored the novel, Sundial, while attending Princeton University. The book, inspired by Morse’s experiences at Howard University in the 1970s, was published in 1986.

Laurence Morse was interviewed by The HistoryMakers on November 20, 2018.

Accession Number

A2018.216

Sex

Male

Interview Date

11/20/2018

Last Name

Morse

Maker Category
Middle Name

C.

Organizations
First Name

Laurence

Birth City, State, Country

Birmingham

HM ID

MOR20

Favorite Season

Fall

State

Alabama

Favorite Vacation Destination

Martha's Vineyard

Favorite Quote

Never Give Up.

Bio Photo
Speakers Bureau Region State

Connecticut

Birth Date

7/2/1951

Birth Place Term
Speakers Bureau Region City

Hartford

Country

USA

Favorite Food

Crab Cakes

Short Description

Investment banker Laurence Morse (1951 - ) was the founding principal of the TSG Ventures investment fund under the TSG Capital Group before founding Fairview Capital Partners, Inc., a venture capital investment firm.

Favorite Color

Blue

Roslyn Watson

Investment banker Roslyn Watson was born on October 29, 1949 in Philadelphia, Pennsylvania to Charles and Christine Watson. She attended Joseph Pennell Elementary School and General Louis Wagner Junior High School. Watson graduated from The Philadelphia High School for Girls in 1967 and received her B.A. degree in political science and government from Simmons College in Boston, Massachusetts in 1971. She attended Boston University School of Law from 1972 to 1973, and later became an Alfred P. Sloan Fellow and received her M.B.A. degree from MIT-Sloan School of Management in Cambridge, Massachusetts in 1986.

After her first year of law school, Watson worked at the law firm of Hale & Dorr in Boston in 1973. She was then hired by the Massachusetts Port Authority in 1979 and was promoted to general manager in 1982, where she spearheaded the leasing of commercial properties held by Massport, the construction and leasing of the Park Plaza Massachusetts Transportation Building, and the redevelopment of the Commonwealth Pier Five, which became the World Trade Center Boston. In 1982, she was a co-founder of CREW Boston, the region’s leading professional organization for women in commercial real estate. Watson served as vice president at Gunwyn Company in Cambridge from 1986 to 1992, and was named trustee of mutual funds at Dreyfus in New York City in 1990. She established Watson Ventures and served as its founder and president in 1992.

Watson served as Hyams Foundation trustee from 1981 to 2015 and as an independent corporate director of American Express Bank, FSB and vice chair of the board of directors at Pathfinder International. She was named to the board of directors for Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc in 2017. She has also served as member of the board of directors at Hydro One Inc., and as director of SBLI USA Mutual Life Insurance Company, Inc.

Watson received the Boston Big Sister Association Woman of Achievement Award, Boston YMCA Boston Black Achiever and Working Woman Magazine’s Working Woman of the Year.

Roslyn Watson was interviewed by The HistoryMakers on October 24, 2018.

Accession Number

A2018.201

Sex

Female

Interview Date

10/24/2018

Last Name

Watson

Maker Category
Organizations
First Name

Roslyn

Birth City, State, Country

Philadelphia

HM ID

WAT20

Favorite Season

Fall

State

Pennsylvania

Favorite Vacation Destination

Venice, Italy

Favorite Quote

N/A

Bio Photo
Speakers Bureau Region State

Massachusetts

Birth Date

10/29/1949

Birth Place Term
Speakers Bureau Region City

Boston

Country

USA

Favorite Food

Food that I Cook

Short Description

Investment banker Roslyn Watson (1949- ) established Watson Ventures, where, from 1992, she served as founder and president.

Favorite Color

Black

Patricia Miller Zollar

Investment banker Patricia Miller Zollar was born on January 25, 1963 in Rockingham, North Carolina to Queen Esther Miller. She attended the T.W. Bennett Elementary School and Lilesville Middle School, before graduating from Anson Senior High School in Wadesboro, North Carolina. Zollar went on to earn her B.S. degree in accounting in 1984 from North Carolina A&T State University, and her M.B.A. degree from Harvard Business School in 1989.

After graduating from college in 1984, Zollar worked as a certified public accountant in Deloitte & Touche’s audit division in Dallas, Texas. In 1993, she joined Lehman Brothers as a trader in the fixed income division in New York City. Three years later, Zollar joined Goldman Sachs as vice president of the asset management division, before returning to Lehman Brothers as the co-head and cofounder of the Partnership Solutions Group in 2004. Zollar became a managing director of Lehman Brothers in 2007, and started the NorthBound Private Equity Partners platform. NorthBound Equity Partners’ private equity investments are focused on minority and female investors and their portfolio companies. In 2008, as a founding shareholder, Zollar helped Neuberger Berman, which was previously acquired by Lehman Brothers, to spin-off as an independent company. She is currently a leader in Neuberger Berman’s Private Equity business and serves as a member of its Global Investment Committee.
In 2004, Zollar became a member of the Executive Leadership Council in New York City. She served on the board of trustees of North Carolina A&T State University from 2007 to 2015, where she served a term as board vice-chair in 2011 and as chair in 2013. In 2010, Zollar joined the board of the National Association of Investment Companies, and the following year joined the board of The Apollo Theater. Zollar began to host the Big Ideas Conference at North Carolina A&T State University in 2016. In 2018, Zollar joined the Harvard Business School Alumni board. She was also a member of the Economic Club of New York and the Abyssinian Baptist Church in New York City.

Zollar and her husband, Al Zollar, have one child: Diana.

Patricia Zollar was interviewed by The HistoryMakers on October 23, 2018.

Accession Number

A2018.199

Sex

Female

Interview Date

10/23/2018

Last Name

Zollar

Maker Category
Middle Name

M.

Organizations
First Name

Patricia

Birth City, State, Country

Rockingham

HM ID

ZOL04

Favorite Season

Fall

State

North Carolina

Favorite Vacation Destination

Vietnam

Favorite Quote

Never Let Others Define Who You Are.

Bio Photo
Speakers Bureau Region State

New York

Birth Date

1/25/1963

Birth Place Term
Speakers Bureau Region City

New York

Country

USA

Favorite Food

Meatloaf

Short Description

Investment banker Patricia Zollar (1963- ) served as managing director of Neuberger Berman’s NorthBound Equity Partners platform.

Favorite Color

Green