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Governor Appointed Trustees     Ex Officio Trustees     Councilmembers

The Board of Trustees meets 4 times per year. For more information, please call 410-974-2941.

Governor Appointed Trustees

Joseph E. Farren
Applecart

Chair of the Board

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Joe Farren is currently a Senior Managing Director at data science marketing leader Applecart, where he helps clients build highly impactful, customized advertising campaigns. He has 25 years’ experience helping Fortune 500 brands, global trade associations and public institutions enhance their reputations and move their business plans forward.

Most recently, Joe served in the administration of former Maryland Governor Larry Hogan where he helped to craft first-in-the-nation workforce policies that expand economic opportunity for thousands of Maryland workers.
Previously, Joe had served in executive positions at several leading, global communications firms where he counseled brands on complex communications challenges that shape public and political dialogue and impact consumer decision making.

Prior to that Joe was Assistant Vice President for Public Affairs at CTIA – The Wireless Association® in Washington, DC, where he served as the global spokesperson for the wireless industry and was responsible for shaping and communicating the industry’s positions and public messages on consumer issues and policy proposals pending before Congress, the Federal Communications Commission and state legislatures across the country.

He earned a BA in political science from Monmouth University and a MPA from Rutgers University. He also spent a semester abroad in London, England, studying government and communications.

Alexander G. Núñez
BGE

Vice-Chair 

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Alexander G. Núñez is senior vice president of governmental, regulatory, and external affairs for BGE. Núñez oversees the company’s strategic direction and initiatives, regulatory work, state, local, and municipal government engagement, energy acquisition, marketing and communications, economic development, strategic customer-facing programs, and efforts to drive a meaningful, positive impact in its communities.

Professional History

Núñez served previously in the following executive roles at BGE: senior vice president of strategy and regulatory affairs, senior vice president of regulatory and external affairs, and vice president of governmental and external affairs. In his earlier roles at the company, he served as director of state affairs and as senior public affairs representative and Annapolis counsel. Before joining the company in 2001, he worked for the Maryland General Assembly for several years, where he served as Committee Counsel to the Senate Finance Committee of Maryland.

Civic Involvement

Núñez contributes actively to several community and business organizations. He serves as vice president of the Walters Art Museum Board of Trustees and as chair of its Engagement Committee. He is vice chair of the Board of Trustees for the Chesapeake Bay Trust and serves as the chair of its Programs and Partnerships Committee. He serves on the Board of Directors of the Maryland Tech Council. He is chair of the Corporate Advisory Board for the Baltimore chapter of the Association of Latino Professionals for America. Núñez currently serves as an appointee on the Governor’s Commission on Hispanic Affairs and previously served on the Governor’s Workforce Development Board.

Núñez is a graduate of The LEADERship Class of 2018. He is also a graduate of the Leadership Maryland Class of 2005 and served on its Board of Directors for several years. Núñez represented the company in the Maryland Chamber of Commerce, including on its Legislative Committee, Environment Committee, and Civil Liability Committee. He was a founding member of the Greater Baltimore Committee’s Energy and Natural Resources Committee and is past president of the Legislative Committee of the MD-DC Utilities Association.

Education

Núñez received a Bachelor of Arts degree with honors from the University of Notre Dame and a Juris Doctorate with honors from Valparaiso University School of Law. He is admitted to practice law in the state and federal courts of Maryland and in the US Supreme Court.

Coretta Bennett
Johns Hopkins University

Secretary 

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Coretta Bennett joined Johns Hopkins University, Facilities & Real Estate as the inaugural Director of Operations, Design & Construction. She has over 24 years of experience in operations, construction, sustainability, and renewable energy. In addition to providing leadership and management for design and construction activities, she champions excellence around collaboration, systems, processes, procedures, and customer service.

Previously, she served as Chief Operating Officer (COO) of Bithenergy, an award-winning renewable energy development and engineering firm overseeing day-to-day operations, strengthening B2B relationships, implementing corporate initiatives in energy production and management, and providing oversight of investors and financial institutions.

A Baltimore native, Bennett is a graduate of Baltimore Polytechnic Institute. She earned her B.S. in Civil Engineering from Morgan State University, an MBA in Strategic Business Policy and Finance from Rutgers University, and is a LEED Accredited Professional BD+C.

Bennett serves as the Vice Chair of Morgan State University’s Construction Management Board and teaches Sustainable Construction Practices, preparing students to obtain their LEED Green Associates accreditation. Additionally, she is a member of United Way of Central Maryland’s Tocqueville Society.  As a dedicated resident of Maryland, Ms. Bennett participates in a variety of educational, volunteer, civic, philanthropic, and engagement initiatives with organizations that have shared vision and community impact.


Anthony Murray Leigh Jr., CPA
Department of Veterans Affairs (Retired)

Treasurer

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Anthony Murray Leigh, Jr. recently retired as the Director of Financial Integrity at the Department of Veteran Affairs, Office of the Inspector General and prior to that he spent five years as the Director of the Healthcare Financial Analysis Division. He spent over eight years working for a private certified public accounting firm specializing in forensic accounting.  For twenty years, Mr. Leigh work in the government arena, serving senior positions in the Navy, which included performing as Executive Officer of two Naval Stations.  He retired from the United States Navy as Commander in 2000.  Mr. Leigh holds a Bachelor of Science degree in Accounting from the University of Maryland, College Park and a Master of Science in Systems Technology from Naval Postgraduate School.

 

Astrid Caldas , Ph.D.
Union of Concerned Scientists

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Astrid Caldas is the senior climate scientist for community resilience at the Climate & Energy program of the Union of Concerned Scientists, working on equitable climate change adaptation and resilience measures with practical policy implications for ecosystems, the economy, and society, also focusing on science communication to various audiences and media outlets.

Before joining UCS, Dr. Caldas was a Science & Technology Policy Fellow at the American Association for the Advancement of Science, a Climate Change and Wildlife Science Fellow at Defenders of Wildlife, and a research scientist at the University of Maryland. Dr. Caldas has advised or consulted on projects with organizations including the Smithsonian Institution and the National Socio-Environmental Synthesis Center.

Growing up on the Guanabara Bay in Rio de Janeiro, Brazil, she is “a Bay person.” She moved from Rio de Janeiro to Maryland in 1996, and has been a Chesapeake Bay lover ever since. She is a member of the Education, Communication and Outreach Workgroup of the MD Commission on Climate Change and a previous member of the Energy, Air Quality and Climate Advisory Board of Montgomery County. She works on various projects on coastal adaptation in Maryland.

She holds degrees in Entomology, Ecology, and Environmental Management and has been quoted widely, including in The Wall Street Journal, The Washington Post, Time Science, and People Magazine. She has appeared on numerous NPR stations, PBS, CBS, NBC, Fox, CNN, Univisión, and Telemundo. She tweets under the handle @climategeek.

Commissioner Chris Corchiarino
Queen Anne’s County Commissioner

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Chris is a County Commissioner for Queen Anne’s County and attorney licensed to practice in Maryland, Virginia, Pennsylvania, and Washington DC.  Chris served as President of the Board of Queen Anne’s County Commissioners in 2021 and 2022.  He was appointed by Governor Hogan to the Board of Trustees for the Chesapeake Bay Trust in 2021, he is a member of the Upper Shore Regional Council Executive Board, where he served two years as Chairman.  Since 2023 Chris has served on the Board of Trustees for the Local Government Insurance Trust.  Chris earned a B.A. from the University of Maryland at College Park and a J.D. from the University of Baltimore, School of Law.  Chris was named Maryland Super Lawyer® in 2020 and 2021.  He was Editor of the Maryland chapter of the Tort Law Desk Reference: A Fifty State Compendium (2008-2022).  Chris lives on Kent Island with his wife and three daughters, where his family is actively involved with many Queen Anne’s County community organizations and activities.

Brian Hart
Gartner

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Brian is a Senior Director at Gartner, the world’s largest research and advisory company. He is the Business Operations and Strategy lead for Gartner’s IT Leaders research portfolio. Prior to his current role, Brian was an advisor supporting strategy and human capital management challenges. Before joining Gartner, Brian served in the Navy as a MH-60S helicopter pilot. He holds bachelors degrees from the Naval Academy in Economics and Political Science, a master’s in Leadership Development from the University of Maryland, and an MBA from the Wharton School.

Henry H. Hopkins, Esq.

T.Rowe Price, Retired

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Henry

Henry Hopkins worked at T. Rowe Price Associates from 1972 until his retirement in 2008, where he served as the Head of its Legal Department and as vice president of T. Rowe Price Group, T. Rowe Price Investment Services, and T. Rowe Price Trust Company. He is a member of the Maryland, Baltimore City, and American Bar Associations and is a Fellow of the American Bar Foundation. Henry earned his L.L.B. degree from the University of Maryland (’68) and his B.A. from Trinity College (’65).

Henry currently serves as the lead independent director of the boards of the Brown Advisory Funds. His other current activities include serving as a board member of the Maryland Francis King Carey School of Law Board of Visitors, the MD Center for History and Culture and as the president of the Board of Directors for the Mount Vernon Place Conservancy and Friends of Clifton Mansion. He is also a board member of the Calvert School.

Henry is a trustee emeritus of Boys’ Latin School, Garrison Forest School and the Gibson Island Historical Society. He is a past board member of Jemicy School, Gilman School, US Lacrosse Foundation, Parks and People, Baltimore City Recreation and Parks, Baltimore Efficiency & Economy Foundation, Gibson Island Corporation, and the Warrenton Condominiums.

Jeffrey Horstman

Susquehanna Bank, Retired

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Jeff grew up in Queenstown, Maryland on the Wye River and is a 1982 graduate of Washington College with BA in Political Science. While attending college Jeff worked for the Maryland Department of Natural Resources as it integrated Wye Island into a Natural Resource Management Area.  Jeff left the area in 1982 to pursue a career in finance. He and his wife, Beth, built and sold a Pension Consulting and Registered Investment Advisory Firm to Susquehanna Bank and Jeff stayed on as Chief Operating Officer of the Retirement Plan Division for 13 years.

After a 35-year career in finance Jeff returned to the home Farm on Maryland’s Eastern Shore to become The Miles and Wye Riverkeeper and eventually the Executive Director of the Midshore Riverkeeper Conservancy. At the urging of environmental leaders, he merged the Riverkeeper groups on the Eastern Shore and became the Founder and Executive Director of ShoreRivers.

Jeff has been a frequent speaker on Maryland’s Environment issues, has been named “Ambassador of the Chesapeake” by Governor Hogan and is the recipient of Maryland’s League of Conservation Voters “John Kabler“ award on behalf of ShoreRivers for Maryland’s most outstanding environmental leadership.

 

Jeff’s family donated and protected large tracts of land on the Wye River, which became the Aspen/ Wye Institutes, the University of Maryland Agricultural Resource Center, and the Houghton Science Center. Jeff is recently retired and lives with his wife Beth on a small farm adjacent to the property.

Joe Koch
Washington Area New Automobile Dealers Association

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As a vice-president of the Washington Area New Automobile Dealers Association, Joseph “Joe” Koch oversees the association’s operations. Mr. Koch is a producer for The Washington Auto Show® and MobilityTalks International®, has duties related to public policy and regulatory concerns affecting the retail automobile business, oversees WANADA’s Auto Dealer Education Institute (ADEI) and day-to-day office, publications and membership management, as well as consulting in WANADA’s full service employee benefits brokerage.

Joe Koch joined WANADA in 2007 as an office administrator and insurance salesperson. In the capacity of Insurance Advisor, Mr. Koch was responsible for overseeing insurance sales and renewals for the state of Maryland. In 2013 Mr. Koch was promoted to Manager of Insurance Administration before assuming his current role in 2014.

Prior to working for WANADA, Joe worked in education and politics in his home state of Mississippi. He worked as an assistant campaign director for Lieutenant Governor Amy Tuck’s successful re-election bid in 2003 and later that year on Governor Haley Barbour’s gubernatorial campaign staff. Mr. Koch then worked as an educator and administrator for Mississippi College and Sylvan Learning Centers prior to moving to Washington, DC.

Mr. Koch holds a Bachelor of Arts degree from Mississippi College in Clinton, MS, and a Masters of Divinity degree from Southeastern Baptist Theological Seminary in Wake Forest, NC. He is a licensed producer for health, life and annuities in the states of Maryland, Virginia and the District of Columbia. He is the grandson of car dealer who formerly chaired the Mississippi Automobile Dealers Association. He resides in Rockville, MD with his wife Janae.

Vernice Miller-Travis
Metropolitan Group

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For more than 30 years, Vernice has been a leading proponent of environmental justice and equitable and sustainable development, at the nexus between civil rights and environmental enforcement. She was recently awarded the Robert Bullard Environmental Justice Award from the Sierra Club, which recognizes individuals who have done outstanding work in the area of environmental justice. She has a deep understanding of community-based planning and restoration and capacity building around cross-cultural conflict resolution through her work as a lead trainer supporting clients such as the Georgetown Climate Center, the Chesapeake Bay Trust and Chesapeake Bay Funders Network, EPA’s Urban Waters, Chesapeake Bay and Near-ports Capacity Building programs, as well as drafting national guidance to facilitate partnership building among state and federal agencies and local organizations.

 

Bryan Offutt

E3 Ranch Company

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Mr. Offutt is Founder and President of Offutt Outdoor and Co-Founder of E3 Ranch & Co. Offutt Outdoors is the multi-faceted consulting business of industry veteran and outdoor athlete Bryan Offutt. Bryan’s business spans all facets of the outdoors industry – from hunting to adventure sports to tactical and athletic sponsorships.

Former Vice President of Global Brand Marketing for Under Armour’s Outdoor and Run categories where he was responsible for all category marketing activities, overseeing global go-to-market strategies, category positioning and activation plans. Bryan ensured Under Armour products were powerfully and strategically placed within the market, maximizing consumer connectivity and sales.

Bryan first joined the Under Armour team in October of 2001 as the company’s 33rd employee helping build the brand and profitability from the ground up. Initially starting in the warehouse, Bryan rose to be the brand face to the largest Sporting Goods retailers for the West Coast, the Rockies, and in the Northeast territories. In the years following, Bryan put his passion to work and built and lead the Military/Tactical Category through forging impactful relationships with US Special Forces, and founding the company’s philanthropic military initiative, UA Freedom. In 2010, Offutt transitioned into the Hunt /Fish & Action Sports Categories, where he played a critical role in the launch of the brand’s first-ever hunting boot, scent control campaign, and Under Armour’s 1st ever TV show, which he also starred in, Ridge Reaper. Offutt won numerous awards to include Outdoor Sportsman Channel Best Commercial, “These are my Boots” but most notably, Under Armour was named the #1 “most admired brand” amongst hunters, anglers and shooting sportsmen under his leadership. Most recently, Offutt joined Under Armour’s Global Run Category and played an integral role in the launch of the company’s global campaign, “It Comes From Below”.

A graduate of Towson University, Offutt lives on Maryland’s Eastern Shore with his wife and four children. Offutt sits on the advisory board for The Lone Survivor Foundation and the Chesapeake Bay Trust.

About E3: At E3 Ranch, owned by former MLB Star Adam LaRoche, we responsibly raise angus cattle and straight to the fork via the E3 Chophouses located in Steamboat, CO & soon arriving in Nashville with Country Music singers Jason Aldean and Luke Bryan.

Thomasina Poirot
Venable LLC

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Thomasina is an associate with the Baltimore office of Venable LLP, a nationally ranked general practice law firm. As a member of Venable’s Product Liability and Mass Torts Practice Group, her practice focuses on complex pharmaceutical litigation and insurance coverage matters, including advising nonprofits on insurance and risk management issues. She received her undergraduate degree from Villanova University and her law degree from the University of Baltimore School of Law.

She is a dedicated volunteer and has a strong presence in the Baltimore community. She serves as co-chair of the Board of Directors for the Baltimore Tree Trust, and is also on the Board Directors of South Baltimore Learning Center, Volunteering Untapped, and the Reginald F. Lewis Museum of Maryland African American History and Culture. She has previously served as the Chair of the Advisory Board of Business Volunteers Unlimited’s GIVE program for young professionals and on the Board of Directors of the Friends of Great Kids Farm. She is the Defense Research Institute Young Lawyer’s Liaison for Maryland Defense Counsel.

Thomasina is an associate with the Baltimore office of Venable LLP, a nationally ranked general practice law firm. As a member of Venable’s Product Liability and Mass Torts Practice Group, her practice focuses on complex pharmaceutical litigation and insurance coverage matters, including advising nonprofits on insurance and risk management issues. She received her undergraduate degree from Villanova University and her law degree from the University of Baltimore School of Law.

She is a dedicated volunteer and has a strong presence in the Baltimore community. She serves as co-chair of the Board of Directors for the Baltimore Tree Trust, and is also on the Board Directors of South Baltimore Learning Center, Volunteering Untapped, and the Reginald F. Lewis Museum of Maryland African American History and Culture. She has previously served as the Chair of the Advisory Board of Business Volunteers Unlimited’s GIVE program for young professionals and on the Board of Directors of the Friends of Great Kids Farm. She is the Defense Research Institute Young Lawyer’s Liaison for Maryland Defense Counsel.

John R. Valliant
Grayce B. Kerr Fund

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John Valliant is the President of the Grayce B. Kerr Fund, Inc., a private family foundation in Easton, MD.  He is also the founder and principal of the Responsible Philanthropy Group, LLC, a consulting firm specializing in non-profit and family foundation issues.  Mr. Valliant spent nearly 20 years as the President of the Chesapeake Bay Maritime Museum in St. Michaels, Maryland, where he led the institution through unprecedented expansion and two successful capital campaigns.  He has completed governance training through BoardSource and brings his expertise to many nonprofit boards.  He received his Bachelors of Science degree from Louisiana State University and Agricultural and Mechanical College.

Ex Officio Trustees

The Honorable Pamela Beidle
Maryland State Senate

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Senator Pam Beidle represents District 32 in northern Anne Arundel County, she currently serves on the Senate Finance Committee, is Vice-Chair of the Executive Nominations Committee and Chair of the Anne Arundel County Senate Delegation.  She joined the Senate on January 9, 2019 after spending twelve years in the Maryland House of Delegates serving on the Environment and Transportation Committee.  Pam was the sub-committee chair for Motor Vehicle and Transportation Policy Subcommittee.  She chaired the Anne Arundel County House Delegation in 2015 and 2017.  Pam has received high scores from the League of Conservation Voters for her work over that past twelve years.  Pam owned the Beidle Insurance Agency until her retirement in May of 2017.  She currently serves as a Director with Baltimore Washington Medical Center, a Director with Arundel Federal Savings Bank, and a member of the Anne Arundel County Local Development Council.

The Honorable David Fraser-Hidalgo
Maryland House of Delegates

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David Fraser-Hidalgo has served as a Maryland State Delegate for six years where he sits on the Environment and Transportation Committee and is the Chair of the Transportation Sub-Committee.  He is also honored to be the Chair of the Maryland Legislative Latino Caucus.  Prior to being elected to the Legislature, Delegate Fraser-Hidalgo was a partner in a web site development firm, worked for a nonprofit organization and served as a Police Officer in Montgomery County.  He has resided in Maryland since he was five years old and attended Montgomery County public schools, Montgomery College, and St. Mary’s College of Maryland, where he received a B.A. in History.

Delegate Fraser-Hidalgo has been the primary sponsor on several key pieces of legislation which were enacted to protect the environment and combat climate change.  Most notable legislation:  the 2017 ban on hydraulic fracturing in Maryland and legislation which has resulted in over $10 million in funding for incentives for electric vehicle and electric school bus purchases.

 

Jason Keppler
Maryland Department of Agriculture

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Jason is currently the Watershed Implementation Program Manager for the Maryland Department of Agriculture. He has over 18 years experience in agricultural conservation program delivery and currently oversees the implementation of the agricultural sector’s responsibilities under the Chesapeake Bay TMDL. In addition, he managesthe planning, coordination, budgeting and implementation of research activities associated with the evaluation of new innovative technologies related to environmental improvements on agricultural land. He also provides oversight and direction to both the Maryland Agricultural Certainty and Ecosystem Markets Programs. He is currently Maryland’s representative on the Chesapeake Bay Program Agricultural Workgroup. Prior to his current position, Mr. Keppler was responsible for the development of Maryland’s Conservation Tracker System and worked closely with Maryland’s BayStat Program and USEPA to ensure accurate and timely reporting of conservation information. He also reviewed conservation grants administered through the Maryland Agricultural Water Quality Cost-Share (MACS) Program and was a Non-Point Source Environmental Technician for the West Virginia Conservation Agency. Mr. Keppler is a certified Nutrient Management Consultant and Professional Fertilizer Applicator in Maryland. He is also a Past President of the Old Line Chapter of the Soil and Water Conservation Society.

Secretary Josh Kurtz
Maryland Department of Natural Resources

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Secretary Josh Kurtz is a lifelong outdoor enthusiast and conservationist, passionate about the beauty of our state and all of the natural resources it offers. Governor Wes Moore nominated him to serve as the 12th Secretary of the Maryland Department of Natural Resources on Jan. 18, 2023.

As a cabinet partner in the Moore/Miller administration, Secretary Kurtz leads teams across the state to improve water quality and Chesapeake Bay resilience, restore and conserve forested land, expand access to state parks, monitor and slow the spread of invasive species, and ensure the state maintains sustainable fisheries.

Kurtz previously served as the Maryland executive director of the Chesapeake Bay Foundation, where he provided key strategic vision and leadership for the policy/advocacy, litigation, science and terrestrial restoration programs. Kurtz was the primary relationship strategist for key state and federal stakeholders and partners, including the Governor’s Administration, Maryland General Assembly, Chesapeake Bay Commission, University System of Maryland, private restoration firms, conservation finance entities and various coalitions.

In his role as policy and government relations director for The Nature Conservancy in Maryland, Kurtz created and led advocacy campaigns leveraging strong relationships with partners and industry leaders to build support for policies regarding conservation and climate change in both the Maryland General Assembly and the DC City Council. Appointed by the secretary of the U.S. Department of the Environment, Kurtz served on the Maryland Climate Change Commission Mitigation Working Group from 2020 – 2022.

Kurtz holds a master’s degree in public policy from George Mason University and a bachelor’s degree in wildlife conservation from the University of Delaware. He lives in Crownsville, Maryland with his wife, Samantha, and infant son, River.

Matthew Rowe
Maryland Department of Environment

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Matthew Rowe is the Assistant Director of Maryland Department of the Environment’s (MDE) Water and Science Administration which oversees approximately 300 staff implementing state and federal water programs regulating public drinking water systems, wastewater, stormwater, wetlands, and compliance, as well as water quality monitoring, standards development, TMDL and non-point source management programs, with a focus on Chesapeake Bay restoration and building climate resiliency into Maryland’s water programs. Matt received a Bachelor of the Arts degree from Eckerd College, a Bachelor of Science degree in Environmental Science/Stream Ecology from Oregon State University, and an Executive Education Program certificate in National Smart Growth Leadership from the University of Maryland. Matt serves the Chesapeake Bay Program partnership in support of the Principals’ Staff Committee and as co-chair of the Conowingo WIP Steering Committee, has served on the Maryland Water Monitoring Council Board of Directors and chaired Leadership Development Program implementation throughout MDE, and is a certified Climate Change Professional with the Association of Climate Change Officers.  Prior to MDE, Matt worked in streams research at the University of Maryland, as a field biologist with the Oregon Dept. of Fish and Wildlife, as a research fellow with EPA’s National Health and Environmental Effects Research Laboratory, and as an engineering technician in the private sector.  Matt and his wife Rebecca have three adult children (Elizabeth, Isaac and Aidan) and live in Columbia, Md.

Councilmembers

Beth Caro
Auto Tag Connect

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Beth is the Chair of the Maryland Vehicle Titling Association and the Owner of Auto tag Connect. They are licensed to process tag registration and many other services on behalf of the MVA, PENNDOT, & DC and process Tag & Title transactions for all 50 states. Beth partnered with the Chesapeake Bay Trust to establish the “Tag Agents for the Bay” program to promote Bay plate sales.

With a background in leading parent-workshops for the Anne Arundel County Public School’s AVID program, Beth has also been a Business Department Member of Anne Arundel Community College since 2014 and a member board member of the Maryland Vehicle Titling Association since 2017. She is an AACC graduate with an associate degree in Entrepreneurial Studies.

Tom Ervin
The Snyder-Ervin Group

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Tom is Senior Vice President for Snyder Ervin Group, a full-service financial planning company.  He works with clients, families, and businesses as their financial advisor customizing financial plans that reflect his clients’ goals and objectives.  He evaluates retirement plans, analyzes insurance coverage, provides college funding ideas, and assists with estate planning strategies.   In addition to individual wealth management, Tom is a Corporate Retirement Director.  Less than two percent of Morgan Stanley advisors have earned this designation.  He also holds the Chartered Retirement Plan Specialist designation from College for Financial Planning.  He is responsible for 401(k) and other qualified retirement plan business for the team.  This includes plan design, meeting with plan trustees/sponsors, plan installation, participant education, investment oversight, and performance evaluations. Before joining Morgan Stanley (formerly Legg Mason), Tom was a retirement plan administrator with an independent firm.  Tom graduated from the University of Delaware with a degree in finance.  During his time in college, Tom also played on the lacrosse team for four years.  Tom volunteers his time at both his Bay Ridge Community Association, where he was on the Board for 4 years and the Treasurer for 2 years, and his children’s school, St. Mary’s, where he was on the Board from 2000-2009 and President from 2007-2009.  He currently serves on St. Mary’s finance Council. He also enjoys coaching youth lacrosse, boating, water skiing and snow skiing.

 


F. Carter Heim, CPA

HeimLantz

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Carter is the founder of HeimLantz CPAs & Advisors, LLC, a regional business accounting and advisory firm. Carter is a leadership coach and business advisor. He has served as chair of the Maryland Association of CPAs, the Anne Arundel Community College Board of Directors, and St. Mary’s School Board of Trustees.  A native of Baltimore, Mr. Heim graduated from the University of Maryland at College Park with a Bachelor’s degree in accounting and earned a Master of Science in Taxation degree from the University of Baltimore.

John Heintz
Blank Rome

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John Heintz is a partner in Blank Rome’s policyholder-only insurance recovery practice. He is a veteran in the fields of corporate insurance coverage and complex litigation. With more than 40 years of experience, John has recovered billions of dollars in coverage for his clients. He has handled major cases in every area of insurance coverage, including several that rank among the largest in coverage litigation history. Many of his cases have involved issues of first impression, resulting in landmark trial and appellate rulings for his clients at the state and federal levels.

He has represented numerous clients in the chemical, petrochemical, petroleum, auto, hotel, and technology industries, in securing coverage for asbestos, lead, public nuisance, environmental contamination, professional liability, class-action employment discrimination, directors and officers liabilities, political risk, and medical product liability claims.

John has also represented clients in securing coverage for property and business interruption losses arising out of the 9/11 attacks, hurricanes, and other catastrophic events.

Dr. Rhonda Jeter
Bowie State University

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Dr. Rhonda Jeter, a member of the Bowie State University faculty for almost 20 years, was appointed dean of the College of Education after a successful national search.  Dr. Jeter was promoted to full professor in 2012, served as department chair for eight years, and served as associate dean in the College of Education. She provided leadership for international program and in securing program accreditations from the National Council for Accreditation of teacher Education (NCATE) and Council for Accreditation of Counseling & Related Educational Programs (CACREP).  “I strongly believe that we have identified the ideal individual to guide the College of Education into the future,” said Provost Weldon Jackson. “She is both an energetic and inspirational leader, and she will provide a clear course for the college as it not only navigates but continues to thrive in the changing world.”

Dr. Mozella Williams, MD MBA
West Cecil Health Center

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Mozella Williams, MD MBA, serves as WCHCs Chief Medical Officer. Committed to improving health care inequity and is responsible for supervising all aspects of the clinical department ensuring a positive patient experience and an exceptional quality of care. Dr. Williams has a passion for medical education and for several years served as an Assistant Professor and the Associate Director of Medical Student Education at the University of Maryland School of Medicine in the Department of Family and Community Medicine. She attended Morehouse School of Medicine where primary care was an early interest, and completed her Family Medicine residency at the University of Maryland. She has enjoyed her career in both academics and an innovative, integrated non-profit primary care model. Dr. Williams resides in Baltimore and never tires of seeing the beautiful Susquehanna River on her daily commute.

 

Committee Volunteers

Allan D. House
Morgan Stanley

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Mr. House joined Morgan Stanley in 2019 from Brown Advisory where he was an Endowments and Foundations Portfolio Manager. Mr. House has over 30 years of investment experience. Prior to Brown Advisory, Mr. House was at Santa Barbara Asset Management and Rittenhouse Asset Management, subsidies of Nuveen Investments, where he served on the Investment Committee, and generated domestic and international stock recommendations. He worked previously as an equity analyst with Gardner Lewis Asset Management and Federated Investors. Mr. House began his career as an Investment Manager and Assistant Portfolio Manager with Lincoln Investment Planning and Hawthorne Associates, respectively. Mr. House has contributed to the success of three Morningstar Five-Star mutual funds.

Mr. House earned a Bachelor’s degree from Southern Methodist University and a Master of Business Administration degree from The Fuqua School of Business at Duke University. He is a member of the Investment Management Committee at the Friends School of Baltimore, the Finance Committee at the Chesapeake Bay Trust, and serves as a Board Member of the Baltimore Tree Trust. In addition, he is a member of the National Business Officers Association (NBOA), the National Association of Independent Schools (NAIS), the Eastern Association of College and University Business Officers (EACUBO), and the American Society of Association Executives (ASAE).

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