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Directors

BEN's Board of Directors includes industry leaders with direct market experience in the key aspects of BEN's business.

Alternative Financial Institutions

Brad K. Heppner
BRAD K. HEPPNER Senior Partner Director
Executive Committee Chair
Nominating Committee Chair
Risk Committee
  • Chairman of the Board and CEO, BEN; Chairman of the Board, GWG Holdings, Inc.; Chairman of the Board and CEO, Heritage Highland companies
  • Prior: Founder of Highland Consolidated Business Holdings, L.P.; Founder and CEO of The Crossroads Group (sold to Lehman Brothers and now held by Neuberger Berman); Founder of Capital Analytics (now held by Mitsubishi Union Financial Group); previously with Bain & Company, MacArthur Foundation and Goldman Sachs
  • Expertise: 30+ years alternative asset and financial institutions experience
  • MBA, Kellogg at Northwestern University; BBA, BA, BS, Southern Methodist University
Thomas O. Hicks
THOMAS O. HICKS Senior Partner Director, Vice Chairman
Executive Committee
Nominating Committee
  • Founder and Chairman, Hicks Holdings, LLC
  • Prior: Founder of Hicks, Muse, Tate and Furst; Co-Founder and Co-Chairman of Hicks & Haas; Board of Directors, Carpenter Technology Corporation
  • Expertise: private equity industry pioneer with 30+ years private equity investment experience; acquisitions across US, Europe and Latin America, private equity funds
  • MBA, University of Southern California; BBA, University of Texas, Austin
David H. de Weese
DAVID H. DE WEESE Audit Committee
Nominating Committee
  • Partner of Paul Capital Advisors; Chairman of the Board, Capacitor Sciences, Inc.
  • Prior: Founder, Medical Innovations; Co-Founder, President & CEO, M6 Pharmaceuticals; President & CEO, Cygnus Therapeutic, Siga Technologies and Machine Intelligence Corporation; Board of Directors, OSE Immunotherapeutics SA
  • Expertise: 30+ years business management, private equity, credit evaluation, investment experience
  • MBA, Harvard Business School; BA, Stanford University; attended Stanford University Law School
Roger T. Staubach
ROGER T. STAUBACH Director
  • Serves with numerous civic, charitable and professional organizations, including the Children's Cancer Fund and the United States Naval Academy Foundation
  • Prior: Executive Chairman of JLL Americas; Executive Chairman of The Staubach Company; 2018 Presidential Medal of Freedom recipient; Heisman Trophy Winner, 1963; Chairman of Host Committee, Super Bowl XLV
  • Expertise: 40+ years global real estate advisory experience, portfolio management, financing and capital solutions
  • BS, United States Naval Academy

Banking & Insurance Institutions

Richard W. Fisher
RICHARD W. FISHER Senior Partner Director
Risk Committee
Compensation Committee
  • President and CEO, RWF Financial, Inc.; Senior Adviser, Barclays PLC; Board of Directors, AT&T, PepsiCo and Tenet Health Care
  • Prior: President of the Federal Reserve Bank of Dallas, Member of the Fed's Open Market Committee; Founder of Fisher Capital Management
  • Expertise: 30+ years banking experience, trade agreements
  • MBA, Stanford University; BS, Harvard University
Bruce W. Schnitzer
BRUCE W. SCHNITZER Senior Partner Director
Executive Committee
Compensation Committee
PEN Indemnity Insurance Company Lead Director
  • Chairman, Wand Partners; Chairman, The Institute of Human Origins; Director, The Litchfield Land Trust; Director & Treasurer, Seherr-Thoss Foundation
  • Prior: President and CEO of Marsh, Inc.; CFO of Marsh & McLennan Companies, Inc.; Vice President & Head of M&A for Morgan Guaranty Trust Company (J.P. Morgan)
  • Expertise: 30+ years private equity investment experience, insurance and other specialty financial services
  • MBA, University of Texas, Austin; BBA, University of Texas, Austin
Peter T. Cangany
PETER T. CANGANY, JR. Audit Committee Chair
  • Board of Trustees, Finance Committee Chair (previously Audit Committee Chair), Franklin College
  • Prior: Partner of Ernst & Young, LLP, 1993 - 2017 (with EY, including various leadership positions, from 1980 - 2017)
  • Expertise: insurance entities, audit and accounting
  • MBA, Texas A&M University; BA, Franklin College
Dennis P. Lockhart
DENNIS P. LOCKHART Risk Committee
  • Board of Directors, St. Joseph's Health System, PrimeRevenue, Invesco Mortgage Capital, and Pensare Acquisition Corp; Faculty, Nunn School of International Affairs, Georgia Tech
  • Prior: President and CEO, Federal Reserve Bank of Atlanta; Member, Federal Open Market Committee; Managing Partner, Zephyr Group; President, Heller Financial; Chairman, Advisory Committee of U.S. Import Export Bank; senior corporate officer, Citibank
  • Expertise: Private equity investment experience, financial services, international finance
  • MBA, MIT Sloan School of Management; MA, Johns Hopkins University; BA, Stanford University

Capital Markets
 

Sheldon I. Stein
SHELDON I. STEIN Senior Partner Director, Lead Director Compensation Committee Chair
Executive Committee
Nominating Committee
  • President, Southern Glazer's Wine and Spirits; Board of Directors, Tailored Brands, Inc., and Amegy Bank (Advisory Board)
  • Prior: Vice Chairman & Head of Southwest Investment Banking for Bank of America, Merrill Lynch; Senior Managing Director and President Advisory Council for Bear Stearns; Board of Directors, ALON USA Partners, LP
  • Expertise: 30+ years banking experience, investment banking and corporate management
  • JD, Harvard Law School; BA, Brandeis University
Michelle Caruso-Cabrera
MICHELLE CARUSO-CABRERA Audit Committee
  • CEO, MCC Productions
  • Prior: CNBC's chief international correspondent and co-anchor of "Power Lunch"; Reporter with WTSP-TV in St. Petersburg, Florida; Reporter and special projects producer for Univision; Published author
  • Expertise: economic reporting
  • BS, Wellesley College
Bruce E. Zimmerman
BRUCE E. ZIMMERMAN Risk Committee Chair Audit Committee
  • Chief Investment Officer, Dalio Family Office and Philanthropies; Vice Chairman of the Board of Trustees, Commonfund; Board of Directors, Oaktree Strategic Income Corporation and Oaktree Specialty Lending Corporation
  • Prior: CEO and Chief Investment Officer, UTIMCO; Chief Investment Officer and Global Head of Pension Investments, Citigroup; CFO and Chief Administrative Officer, Citigroup Alternative Investments; Texas Commerce Bank / JP Morgan Chase
  • Expertise: 30+ years investment and financial services experience, capital markets and portfolio risk management
  • MBA, Harvard Business School; BA, Duke University
David H. Glaser
DAVID H. GLASER Risk Committee
  • Prior: Chief Operating Officer, Bank of America Merrill Lynch's Global Corporate and Investment Bank (GCIB); Global Deputy Head of GCIB's M&A Group; Chairman of Bank of America Securities M&A Group; Co-Head of Investment Banking and Co-Head of M&A, Bear Stearns & Co; Board of Directors, Bear Stearns & Co and Aeropostale Inc.
  • Expertise: investment banking, mergers and acquisitions
  • JD, MBA, University of Chicago; AB, Columbia University

MANAGEMENT TEAM

BEN's management team includes industry veterans with broad fiduciary, investing, and operating experience in both the public and private sectors, as well as alternative asset markets.

Brad Heppner
Brad K. Heppner
  • Chairman of the Board and CEO, BEN; Chairman of the Board and CEO, Heritage Highland companies
  • Prior: Founder of Highland Consolidated Business Holdings, L.P.; Founder and CEO of The Crossroads Group (sold to Lehman Brothers and now held by Neuberger Berman); Founder of Capital Analytics (now held by Mitsubishi Union Financial Group); previously with Bain & Company, MacArthur Foundation and Goldman Sachs
  • Expertise: 30+ years alternative asset and financial institutions experience
  • MBA, Kellogg at Northwestern University; BBA, BA, BS, Southern Methodist University
Scott Ephingstone
Tiffany Kice
  • 23+ years of finance and accounting experience
  • Prior: Westwood Holdings Group, CEC Entertainment, KPMG
  • Expertise: public company accounting and reporting, accounting standards, financial planning and analysis, M&A and treasury management
  • Certified Public Accountant; BBA, The University of Texas at Austin
Jessica Magee
Jessica Magee
  • 16+ years complex commercial litigation, investigation and enforcement, and securities regulation experience
  • Prior: U.S. Securities and Exchange Commission, Thompson & Knight LLP
  • Expertise: investigations, litigation, strategic planning, securities regulation
  • JD, Southern Methodist University School of Law; BA, Southwest Texas State University
Peter Williams
Peter Williams
  • 18+ years investment banking, capital markets, and corporate development experience
  • Prior: ACE Portal, Donaldson, Lufkin & Jenrette, Credit Suisse, CIBC World Markets, Legumex Walker
  • Expertise: M&A, complex capital markets transactions
  • MBA, The University of Western Ontario Richard Ivey School of Business; BS Mechanical Engineering, Queen's University
Jeffrey Hinkle
Jeffrey S. Hinkle
  • 24+ years alternative asset experience
  • Prior: Lehman Brothers, Murchison Capital Partners, First Gibraltar Bank
  • Expertise: alternative asset operations and finance
  • MBA, Pepperdine University; BBA, Southern Methodist University
Steven Boydstun
Steven Boydstun
  • 30+ years financial technology development and operations experience
  • Prior: TPG Global, EY, Lehman Brothers, U.S. Air Force
  • Expertise: technology, systems integration, private equity
  • MBA, Southern Methodist University; BA, The University of Texas at San Antonio
Derek Fletcher
Derek Fletcher
  • 25+ years of sophisticated estate planning, wealth structuring and fiduciary advisory services
  • Prior: US Trust — Bank of America Private Wealth Management; Winstead, PC; Coopers & Lybrand
  • Expertise: trust & estates, fiduciary services, fiduciary income taxation, estate, gift and GST taxation
  • Certified Public Accountant; Fellow of the American College of Trust and Estate Counsel; JD, University of Texas School of Law; BBA, Accounting, Texas Tech University
Arnold Greene
Arnold L. Greene
  • 20+ years of human resources management experience
  • Prior: Extended Stay America, McDonald's Corporation, Dunkin' Brands, Yum! Brands
  • Expertise: HR Strategic Leadership, Culture/Employee Engagement and Diversity & Inclusion
  • BS, Cornell University ILR School
Philip Eckian
Philip Eckian
  • 20+ years of multi-asset class investing, investment management operations, and investment banking experience
  • Prior: Longhorn Capital Partners, Goldman Sachs
  • Expertise: public and private market investing, operations, M&A and equity capital markets
  • MBA, The Wharton School, University of Pennsylvania; BS, Yale University
Yuri Mushkin
Yuri Mushkin
  • 18+ years of risk modeling and capital markets expertise
  • Prior: McKinsey & Company, Goldman Sachs
  • Expertise: markets & trading risks, product valuation and enterprise risk controls
  • MS, The London School of Economics; BS, NYU Stern School of Business
Scott Wilson
Scott Wilson
  • 15+ years of experience, primarily in the alternative asset investment space
  • Prior: Highland Capital Management, McKinsey & Company
  • Expertise: private equity investing, corporate strategy
  • MBA and BS, The Wharton School, University of Pennsylvania
Tamara McCreary
Tamara McCreary
  • 15+ years of corporate, securities, enforcement and securities regulation experience
  • Prior: U.S. Securities and Exchange Commission, Munsch Hardt Kopt & Harr PC, Reitler Kailas & Rosenblatt, LLC
  • Expertise: corporate and securities law, securities regulation, investigations
  • JD, Catholic University of America’s Columbus School of Law; BBA, University of Oklahoma
Greg
Greg Ezell
  • 20+ years of accounting and finance experience
  • Prior: Pure Gen Holdings, Inc., Homeward Residential Holdings, Inc., KPMG LLP
  • Expertise: technical accounting, accounting and reporting for public and private entities, budgeting
  • Certified Public Accountant; BBA, Henderson State University
Greg
Jeff Welday
  • 25+ years of investment management experience
  • Prior: Invesco, Morgan Stanley, JP Morgan Chase
  • Expertise: originations and distribution leadership, selling and marketing private market and traditional asset management products and vehicles
  • BBA, Baylor University; Certified Investment Management Analyst, The Wharton School, University of Pennsylvania
Call BEN TodayCall 888-877-8786 or email askben@beneficient.com today.
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