Head-Royce School Board of Trustees - 2014-15
Mr William Newell, Chair
Bill and his wife Carla have three children: Robbie, Daniel ‘12, and Andrew ‘18. Bill joined the HRS Board of Trustees in 2011, and currently serves on the Executive and Finance Committees. Bill Newell has over 15 years of senior management experience in the biotechnology industry, in addition to his 15 years of law practice. Most recently, he joined Sutro Biopharma as CEO in January 2009. Previously, he served in a number of senior management positions with Aerovance, QLT and Axys Pharmaceuticals. Prior to joining Axys, Bill practiced law at the law firm of Bingham McCutchen LLP. Bill has previously served on the Boards of Directors of several non-profit organizations, including The Jane Goodall Institute, Children’s Garden and St. Paul’s Hospital Foundation.
Mr. Richard Arney ’88, Treasurer
Rick graduated from Head-Royce in 1988 and currently has two children in the lower school: Buck who is in the 4rd grade and Wallace who will be entering1st grade. Rick is married to Lucy Arney, who is an active participant of the Parents Association. Rick is Managing Director and Senior Investment Strategist of the Multi-Asset Strategies Group of BlackRock. Rick's service with the firm dates back to 2001, including his years with Barclays Global Investors, which merged with BlackRock in 2009. Prior to assuming his current role, Rick managed a global team of investment professionals responsible for advising institutions on alternative investment strategies (hedge funds, private equity, real estate and infrastructure). He also was responsible for developing global markets, commodities and active currency capabilities as head of Investment Strategy for the Global Markets Strategy group, which runs one of the world's largest global macro hedge funds. Rick's work on economic clusters was published in Michael Porter's "On Competition" and The Harvard Business Review. He has also published business and economics research in the Wall Street Journal, Stanford Journal of Economics, and Institutional Investor, and is a frequent currency commentator on Bloomberg TV. Rick earned a B.A. degree in economics, with honors, from Stanford University in 1992 and an M.B.A. degree from Harvard University in 1997, where he was a Fulbright Scholar.
Ms. Erica Bachman, Parents Association President
Erica Bachman is the continuing Parents Association President for the 2014-15 school year. Currently Erica is the Human Resources administrator for the Oakland based, non-profit, Fair Trade USA. She previously worked in the credit card industry for Wells Fargo Bank and other small banks, and received her B.S. at the Haas School of Business at UC Berkeley. Erica enjoys being involved in her community through the East Bay Agency for Children and serves as Treasurer on their Auxilary Board, and through the National Charity League doing service work with both of her daughters. She has three children, Rachel ’13, Miriam ‘16 and Daniel ‘19.
Mr. Charlie Baxter
Charlie Baxter is currently Chairman of Wineshipping, a leading wine industry logistics company, and an investor in several small private companies. Charlie was an early investor in and now serves on the Board of Rakuten, Inc., Japan’s largest eCommerce company. He is also Chairman of Rakuten USA, Inc., a holding company for Rakuten’s North American businesses. Charlie spent nearly 8 years working and living in Hong Kong, Vietnam and Japan before returning to the Bay Area for good in 2003. Charlie received a BA in Political Economy of Industrial Societies from the University of California at Berkeley, and an MBA from Harvard Business School. He and his wife Jinee Tao are the proud parents of twins Lauren (’23) and Will (’23).
Ms. Laura Baxter-Simons, Co-Vice Chair
Laura has two children at Head-Royce: Alison ’16 and Evan ‘17. She is married to Nat Simons. She has a J.D. from Stanford University (1992), an M.A. from U.C. Berkeley in German Literature (1994), and a B.A. from U.C. Berkeley in both Economics and German (1989). Laura is General Counsel/Chief Compliance Officer at Meritage Group LP and Monterey Management Group LP, which investment managers operate a series of internal hedge funds and fund-of-funds. She was employed as Associate Counsel by Renaissance Technologies LLC, a hedge fund manager, from June 1996 until January 2011 and worked on a variety of legal issues, including hedge fund due diligence, legal compliance, securities and commodities law and general legal work. Prior to Renaissance, Laura worked as an Associate in the San Francisco office of Baker & McKenzie, an international law firm, in both the litigation and international transactions group
Mrs. Courtney Read Carroll ’91
Courtney Read Carroll is a HRS alum, class of 1991 and has been a current parent since 2009. She lives in Lafayette with her husband Sean Carroll and their four children Cole Bamberger ’17, MacLaine Bamberger ’19, Charlie who is 10 and Sienna, aged 8. Courtney attended Duke University and is the owner and designer of her jewelry line/store, MacLaine & Mary. Courtney sits on the Board of the MCM Foundation, which is dedicated to causes centering around children and education. She also served on the HRS Alumni Council 1999-2000.
Mr. Jim Cavalieri
Jim Cavalieri joined salesforce.com in 1999 and has held a number of roles including VP of Systems Engineering, SVP of Service Delivery, Chief Information Officer, Chief Security and Risk Officer and Chief Trust Officer. In 2011, Jim was asked to create and move into a new staff position in the office of salesforce.com’s Founder, Chairman and CEO, Marc Benioff, assisting with the management of executive priorities, alignment and strategy. Prior to salesforce.com, Jim spent 4.5 years at Oracle where he worked in various technical and management roles spanning both Oracle Consulting and Development. Prior to that, he worked as a consultant and systems engineer for Electronic Data Systems (EDS) where he worked in the high-tech, CAD/CAM/CAE, and automotive industries. Jim also coaches the Montclair Clippers U12 Girls soccer team which features seven Head-Royce Middle School players. Jim and his wife, Susan, both received B.S. degrees from Cornell University and they reside in Oakland with their two children, Sophia '19 and Sean '21.
Ms. Jessica Dodson
Jessica Dodson was born and raised in New York City. She graduated Magna Cum Laude and Phi Beta Kappa from Hamilton College, where she earned her B.A. in Creative Writing. Jessica went on to earn her MBA at the Anderson School of Business at UCLA. Upon graduating from UCLA, Jessica joined American Express in the Merchant Services group within the Travel Related Services Division. At American Express, Jessica led marketing and sales teams across the United States from offices in New York and San Francisco. From American Express, Jessica went on to work for Gap as the brand’s head of cross-channel, direct-to-consumer marketing, which included email, direct mail, credit card, and gap.com marketing. More recently, Jessica worked at OpenTable.com where, as Director of Strategic Partnerships, she launched the company’s third-party advertising and partnership platform supporting clients such as American Express Membership Rewards, Chase Sapphire, Domaine Chandon, and Kendall-Jackson Family of Wines. Currently, Jessica is co-authoring cases for Stanford Graduate School of Business, focusing on how sports and fitness companies are using digital media to help tell their brand stories. Jessica also sits on the Advisory Board of Level Money, a new financial services company set out to redefine and reinvent the way Generation Y navigates and manages personal finance. Previously, Jessica has served on Park Day School’s Board of Directors and the Board of Directors for Playworks, a non-profit dedicated to bringing organized play and leadership skills to underserved communities and institutions. Jessica recently moved to Piedmont with her husband, Mike, and their two children, Lucas (’20) and Sadie (’22).
Mr. Marc Furstein
Marc Furstein serves as managing director of Fortress Investment Group's San Francisco office. He is the president and chief operating officer of the Credit Funds at Fortress Investment Group LLC and is also a member of the firm's Management Committee. Fortress is a leading global investment manager with approximately $43.6 billion in assets under management as of September 30, 2011. Previously, Marc co-founded and was the COO of American Commercial Capital (a specialty finance company) and Coronado Advisors (an SEC registered broker dealer). Both companies were sold to Wells Fargo in 2001. Marc and his wife, Samantha, have been HRS parents since 2011. They have two children: Jayden ‘24 and Jessica ‘21
Gary Hall is Senior Managing Director and the National Head of Investment Banking at Siebert Brandford Shank & Co. LLC, where he is responsible for managing all bankers and leading the firm’s execution strategy for business development with municipal bonds underwriting, origination and financial advisory services nationwide. Mr. Hall’s professional career spans over 20 years and includes positions in government, law and investment banking. Prior to joining Siebert Brandford, he was an Executive Director in the Public Finance – Investment Banking Group of JPMorgan Securities LLC. Earlier he was a member of the Mergers & Acquisitions Group of Banc One Capital Markets Inc., and practiced law in the corporate finance department of Gardner, Carton and Douglas (now Drinker, Biddle and Reath). Mr. Hall was also White House Fellow under President Bill Clinton. Mr. Hall has a bachelor’s degree from Howard University and a law degree the University of Notre Dame. Mr. Hall is a board director for the East Bay Community Foundation, a trustee for the Head Royce School in Oakland and a new director (effective October 1, 2014) for the Municipal Securities Rulemaking Board.
Ms. Rachelle Hebrard
Rachelle Hebrard is a dedicated parent volunteer at Head-Royce. Formerly a Senior Vice President of Bank of America, Rachelle accumulated 20 years of financial services experience during her tenure. She is Six Sigma Green Belt certified and has served in various leadership capacities. She has extensive treasury management, sales, fundraising and event planning experience. Rachelle has facilitated various change management initiatives to integrate product lines across the Bank of America to improve overall service delivery. In 2007, after a successful and rewarding career at Bank of America, Rachelle decided to commit more time to her two sons and youth within her community. Rachelle serves as Director of Enrollment and Treasurer for the Berkeley Jr. Bears Youth Football Association; founded in 2008 by her husband Michael E. Hebrard, M.D. Rachelle also volunteers extensively to support other non-profit organizations within her community. In February 2014, Rachelle assumed the role of Chief Operating Officer at Advanced Physical Medicine & Rehab Group, Inc. where she provides leadership and coaching to the practice administrator and department staff. She is responsible for developing, implementing and managing strategic initiatives that secure and expand current revenue streams, and improve the client experience. Rachelle is also responsible for cultivating new and existing relationships, optimizing all workflow processes and procedures, and manages the operational aspects of the annual budget. She earned a B.A. from UC Berkeley and lives in Piedmont with her husband Michael and two sons Justin (Class of 2018), and Nicholas (Class of 2021).
Dr. Daniel Kammen
Dan Kammen is the Class of 1935 Distinguished Professor of Energy at the University of California, Berkeley, where he holds appointments in the Energy and Resources Group, the Goldman School of Public Policy, and the department of Nuclear Engineering. Dan is the founding director of the Renewable and Appropriate Energy Laboratory (RAEL) and co-director of the Director of the Transportation Sustainability Research Center. Dan received his undergraduate (Cornell A. B. ’84) and graduate (Harvard M. A. ’86, Ph.D. ’88) training in physics. After postdoctoral work at Caltech and Harvard, he was professor and Chair of the Science, Technology and Environmental Policy at Princeton University in the Woodrow Wilson School of Public and International Affairs. He then moved to the University of California, Berkeley in 1999. Dan is a coordinating, lead author for the Intergovernmental Panel on Climate Change (IPCC), which won the Nobel Peace Prize in 2007. He hosted the Discovery Channel series Ecopolis, and has appeared on NOVA and on 60 Minutes twice. Dan and his wife Bamidele have two children, Sadé and Lara (HRS ’21).
Mr. Robert A. Lake
Head of School Robert A. Lake joined Head-Royce after serving for five years as the Head of the Upper School at the Wilmington Friends School in Delaware, a pre-K through 12 campus of 850 students. Prior to Wilmington Friends, Rob served for five years as Dean of Students at Millbrook School in New York, where he also taught English and ethics. A 1987 graduate of Milton Academy, Rob earned a Bachelor’s degree in English literature from Williams College. At Williams, he was captain of the varsity soccer team and earned All-American honors. In 2008, he received an interdisciplinary master’s degree in English and history from Dartmouth College. His master’s thesis was titled “Evolution & Transformation: From the Archetypal Headmaster to the Modern Day Head of School.” Rob has held a variety of roles in independent school administration, including Director of Financial Aid at St. Paul’s School in New Hampshire and Assistant Director of Admissions at Middlesex School in Massachusetts. In 2005, he completed the year-long NAIS/E.E. Ford Aspiring School Heads training program. Rob’s wife, Heather Lake, also an independent school educator, has served in a variety of roles including Academic Dean, Associate Director of Admissions, and teacher of French and art history for the past twenty years. Rob and Heather’s two boys, Casey ’17 and Tucker ’20, both attend Head-Royce.
Mr. Michael O’Sullivan
Michael O’Sullivan is currently President and Chief Operating Officer of Ross Stores; Ross operates the largest off-price retail chain in the United States, and the company has about 1300 stores, 66,000 employees, and $10B in sales. Michael joined Ross in 2003; prior to that, he was a partner at Bain & Company working with retail, consumer goods, and private equity clients. He has an M.B.A. from Columbia Business School where he was a Kopf Fellow, and a B.A.(Hons) in Politics & Economics from Oxford University. Michael and his wife, Elyse, have two daughters Rachel (CPS ’13) and Julia (HRS ’16).
Mr. Tim (Jack) Ripsteen ’93, Secretary
Tim has a long and strong association with HRS. He is an alumnus (Class of ’93); his wife, Vanessa, is an alumna (Class of ’93); he currently has three daughters in the Lower School (Margaret, 2022, Catherine, 2023 and Caroline, 2025) and Frances who was born in 2012. Since 2003, Tim has served on the School’s Alumni Council and was the Council’s president from 2007 through 2009. Tim also served on the Building on Excellence Campaign Council, helping to raise funds for the Master Plan. He is current chair of the Board Investment Committee as well as serving as Secretary on the Executive Committee. Tim graduated from UCLA and lives in Berkeley with his family. Tim is the Managing Partner of Potrero Capital Research, a small capitalization equity investment fund. Prior to founding Potrero Capital Research, he was a senior research analyst with JPMorgan and Hambrecht & Quist.
Ms. Martha Sellers
Martha Sellers has worked on the School’s Heart & Soul Fund Council and has been a member of the Development Committee. Martha is a principal at the risk advisory firm CreditThoughts. She was formerly the Managing Director of Credit Strategies at Moody's KMV, helping banks and insurance companies in the Americas implement credit risk management technology. At Moody's, Martha also served on the board of the Moody’s Foundation. Before joining KMV, she spent five years in investment management as a portfolio engineer overseeing quantitative strategies. She began her career at the Federal Reserve Bank of San Francisco in Research and Bank Supervision. Martha grew up on a farm in Iowa and moved to the Bay Area to attend Mills College and then U.C. Berkeley, where she received an M.B.A. Martha and her husband Luigi Semenzato have two children at Head-Royce, Francesca Paris ’14, and Lucia Paris ’20.
Ms. Sonya Schroeder
Sonya Schroeder and her husband Darren have three children at Head Royce: Nick, class of '18; Zack, class of '20; and Natalie, class of '25. She is Cofounder and Head of Corporate Services at iiWisdom, a startup in the corporate governance space. In addition, she has over 15 years of experience developing strategic, marketing, and research plans for leading corporate brands. Sonya was a consultant at Bain & Company and held senior operating roles at American Express, Time, Inc and The Geppetto Group. She has been actively involved with Challenge Success, an organization devoted to redefining success for today's teens, and volunteers with several arts organizations. She graduated with a BA from Duke University and an MBA from Harvard.
Ms. Terry Tao
Theresa Tao is the parent of two Head-Royce students, Audrey '18 and Charlie '21. She was previously an attorney with Cooley Godward Kronish LLP where she specialized in mergers and acquisitions. While there, she represented a number of public and private companies in the information technology and life sciences industries. She also served on the boards of two organizations: The 1990 Institute, an organization devoted to the study of major economic and social issues relating to China; and Career Resources Development Center, an organization dedicated to providing education and job training to adults from a diverse, low income population of San Francisco. Currently, she is actively involved in volunteer projects at Berkeley Ballet Theater. Theresa received her B.A. from Harvard/Radcliffe College and her J.D. from Harvard Law School. Her husband, Chad Jones, is a professor at the Stanford Graduate School of Business.
Mr. Scott Verges, Co-Vice Chair
Scott Verges is currently a Director of Ferrous Resources, Ltd. a Brazilian iron ore company, and Executive Vice President and General Counsel of TMG Partners, a San Francisco-based real estate development company. From 1999 - 2005, Scott was President and CEO of Burnham Pacific Properties, a New York Stock Exchange company controlling 104 shopping centers in the Western U.S. For the past three years, he served as Chairman of the Board of JSM Indochina, a London-based real estate investment company focused on Vietnam and Cambodia development. In 2002, Scott became an adjunct professor in the MBA program at Mills College, where he teaches real estate investment and business law. Scott has also co-produced two award-winning documentaries, “The Waiting Room” and “We Are Wisconsin,” and is a producer of the narrative feature “Beyond Redemption,” which is scheduled for completion in late 2012. Scott earned his B.A. from New College and a J.D. from UC Berkeley’s Boalt Hall. He lives with his partner, Britta Sjogren, and her daughter, Asta Sjogren-Uyehara, HRS Class of 2021. His daughter Sophie Verges was in the HRS Class of 2009.
Ms. Katherine Welch
Katherine Welch is the Board Chair of Educate Our State Leadership Center, a statewide organization building parent voice in public education system. Katherine has a business background with experience in corporate finance, venture capital, non-profit education and general business management and operations and served on the board of Gateway Public Schools in San Francisco from 2008 - 2014. She has a BA from Duke University and an MBA from the Harvard Business School.
Mr. Frank Williams
Frank Williams serves as the CEO of Evolent Health, a Population and Healthplan Management Services provider to the nation's leading Health Systems. Prior to joining Evolent, Frank served as the Chairman and CEO of The Advisory Board Company, a best practices research, software and consulting firm for the Healthcare Industry. During Frank's tenure, The Advisory Board Company completed an initial public offering and has grown to over $45MM in annual revenues with over 2,300 employees worldwide. Earlier in his career, Frank served as President of MedAmerica OnCall, President of Vivra Orthopedics and as a Management Consultant for Bain & Co. A native Californian, Frank received a BA in Political Economies of Industrial Societies from the University of California, Berkeley, and an MBA from Harvard Business School. Frank is married to Melissa Williams and they have four children at Head-Royce, Olivia ’18, Grace ’20, Hollis ’22 and Johnny ’24.
Mr. Frank Yeary
Frank D. Yeary is executive chairman of CamberView Partners, LLC, which advises corporate clients on how to succeed with institutional investors. He is also chairman and co-founder of Level Money, Inc., a financial organization that is empowering the next generation of young adults to create a secure financial future. Mr. Yeary previously served as Vice Chancellor of the University of California, Berkeley from 2008 to 2012, where he led and implemented a series of major strategic and financial initiatives and where, from 2010 to 2011, he also acted as Chief Administrative Officer. Prior to returning to his alma mater in 2008, Mr. Yeary spent nearly twenty-five years in the financial services industry, most recently at Citigroup, a financial services company. During the period 2004 to 2008 he was Global Head of Mergers and Acquisitions where he significantly restructured the department, oversaw a nearly tripling of revenues and led the firm from the fifth to the second largest M&A business, as ranked by global M&A volume. Prior to 2004 he was Global Head of the Technology, Media and Telecom (TMT) investment banking practice at Salomon Smith Barney. He is director of Intel Corp., a major technology company; principal of Darwin Capital Advisors LLC, a private investment and advisory firm, and a trustee of the boards of New York Public Radio and the Head-Royce School. Mr. Yeary received a bachelor's degree from University of California, Berkeley in history and economics. He and his wife Lesley have six children: Pierce ’19, Henry ’17, Malcolm ’16, Mitchell, a 2014 graduate, Harrison, a 2012 graduate and Lauren, a 2011 graduate.
Dr. Edie Zusman
Edie Zusman is a neurosurgeon with Pacific Brain and Spine Medical Group and a Medical Director for Sutter Health East Bay Neuroscience Institute at Eden Medical Center in Castro Valley. Edie specializes in the diagnosis and treatment of brain tumors, epilepsy, aneurysms, vascular malformations and disorders of the spine. She is specialty trained in Gamma Knife Radiosurgery, brain mapping, endoscopy, and intra-operative computer guided neuro-navigation tools. She started Northwestern University Medical School at age 19, completed her Neurosurgical Residency at UC Davis, and received fellowships in Epilepsy, Brain Tumor Surgery and Molecular Medicine Research at UC San Francisco. She has been recognized by her peers nationally and locally, having been elected to the American Association of Neurological Surgeons Board of Directors, and was named a top doctor by Sacramento Magazine. Last year Edie completed her MBA at George Washington University. She has authored over 20 patients on socioeconomic aspects of healthcare and was named to the Editorial Board of Neurosurgery. Dr. Zusman chairs the Epilepsy Foundation of Northern California. Edie is married to her college sweetheart, Steve Pratt, CEO of Infosys Consulting, and they have two lifers at Head-Royce, Adam ’14, now attending Colgate University, and Abby ’17, an equestrian who loves physics.