MBEF Board Officers
Dan Rogoff, President
Dan has served as MBEF President, Vice President and Secretary since he joined the board in 2014. Dan is currently a Senior Associate General Counsel at UnitedHealth Group and serves as General Counsel and Chief Compliance Officer for a UnitedHealth Group subsidiary. Dan began his career at Pillsbury Winthrop Shaw Pittman LLP where he practiced corporate and securities law. He is a graduate of the University of California at Santa Barbara and received his J.D. from the University of California at Berkeley School of Law (Boalt Hall). Dan and his wife, Robyn, have two children, Cate and Charlie, who both MBUSD schools.
Michelle McDonald, Vice President
Michelle served as MBEF Treasurer for two years prior to becoming Vice President. She is the Director of Finance and Accounting at the Annenberg Foundation. For over twenty years she has directed financial operations for nonprofit organizations, working closely with Presidents, Boards, and Senior Management to plan and achieve organizational growth. Michelle earned an MBA in Nonprofit Management/Finance from UCLA’s Anderson Graduate School of Management and has guest lectured on nonprofit management and accounting at CSU Long Beach and at USC. She and her husband, Daniel Blakey, have been living in Manhattan Beach since 1995 have one son, Russell, at MCHS.
Joni Ramallo, Secretary
Joni moved to California from Oahu to attend USC where she graduated with a degree in Accounting. She has over 12 years of experience in financial accounting, with several years as a CPA at Deloitte & Touche and as a Financial Accountant with William Morris Agency. As a parent of two students in the district, Joni has developed a passion for strengthening Manha local public schools, serving as the PTA Financial Secretary and leading the Student Directory and Student Store at Grand View. Joni currently serves as the MBMS PTA Financial Secretary and has been on the MBEF Board of Directors since 2013 serving as Treasurer and Secretary.
Scott Rosenthal, Treasurer
Scott is a portfolio manager with Hotchkis & Wiley Capital Management, a Los Angeles-based investment firm where he is responsible for the investment activities of the Global Value and International Value portfolios. Scott received his BA in Economics from Boston College and an MBA with honors from Columbia Business School. He lives in Manhattan Beach with his wife Alison and three daughters, two of whom attend MBUSD schools. Scott joined the MBEF Board in 2017 and currently serves as Treasurer.
David Adishian is a Financial Advisor and the practice leader of the Adishian Group within Merrill Lynch Wealth Management. For nearly 20 years, he has advised executives, families and charitable organizations on strategies to protect and grow their wealth. Philanthropically, David and his family are active leaders in the arts, education, foreign affairs, domestic policy and his childhood passion of automobiles. David graduated with Omicron Delta Epsilon honors from the University of California at Santa Barbara with a degree in Business Economics and received his Juris Doctor from Pepperdine University School of Law where he was a Margaret Brock Scholar. David holds the Chartered Retirement Planning Counselor SM (CRPC®) designation and is a member of the State Bar of California. David and his wife, Lena, live in Manhattan Beach with their two daughters who attend MBUSD schools.
Dr. Anna Bargagliotti is an Associate Professor in the Department of Mathematics at LMU. Dr. Bargagliotti has extensive experience with education-related grants, working with pre-service and inservice teachers, and working on undergraduate STEM recruitment and retention. Her research interest are focused on the fields of mathematical statistics and statistics and mathematics education. Her scholarly work has appeared in top-tier journals such as Journal for Statistics Education, Mathematical Teaching in Middle School, Journal of Nonparametric Statistics, Journal for Research Effectiveness, and Teachers College Record. To date she has published 25 journal articles, three book chapters, two national reports, five conference proceedings, seven columns/OpEds and has received over six million dollars in external funding for her research. Dr. Bargagliotti directs the Master of Arts in Teaching Mathematics program at LMU, is an editor of the Journal for Statistics Education, and is an author of the American Statistical Association’s (ASA) Statistics Education of Teachers report. She is also an author on the upcoming ASA Guidelines for Assessment and Instruction in Statistics Education PreK-12 report and is writing a book entitled the Statistics and Data Analysis for Teachers set to be published by the ASA and NCTM in early 2020.
Anna lives in Manhattan Beach with her husband, Joseph, and two children, Sienna and Luca who attend Pennekamp Elementary. She has been instrumental in MBEF’s efforts for over three years, serving as the Site Rep and coordinator of the Skechers Pier to Pier Friendship Walk.
Kate Bergin is passionate about creativity in education and has worked alongside district and school site leadership to create meaningful programs that integrate creativity and performing arts into core curriculum subjects. Kate graduated from the University of Notre Dame with a BS in Finance and from Northwestern University’s Kellogg Graduate School of Management with a Masters in Management. Her professional background includes 20 years in advertising and marketing, including 5 years as an adjunct professor at Northwestern University, and 2 years as VP of Marketing for a startup. She served on the Robinson Elementary PTSA Board for 7 years and has been a lead curator/organizer for TEDx Manhattan Beach. Kate and her husband Tim have 3 children, Leah (University of Notre Dame), Connor and Hannah (MBUSD).
Mike Brunick is the Managing Partner at UNBOUND, providing strategic consulting and advisory services to marketers, media owners and technology companies to develop data strategies that better connect brands to their customers. He was previously a founder of Cadreon – creating a new category of marketing services – and has been a pioneer in the evolution of data-driven marketing and automated media trading. Mike went to the University of Southern California and graduated from the Marshall School of Business. A native to Manhattan Beach, Mike recently relocated back to his hometown where he lives with his wife Emily and his three children, who will be third-generation graduates of Mira Costa. Mike joined the Board of Directors in 2018 after serving on the executive committee for Measure MB.
Michelle Cormack has over 14 years of experience as a financial and accounting professional in the public and private sector including financial and SEC reporting, consolidations, external audits, initial public offerings, mergers and acquisitions, company reorganizations and system implementations. Michelle began her career at Arthur Andersen, LLP and subsequently served as Senior Manager of Corporate Accounting and Reporting at Tenet Healthcare, Assistant Corporate Controller of Dole Food Company, Vice President and Corporate Controller of LTC Properties, Inc. and Corporate Controller and Senior Director of Finance at ExcrypTix, Inc. A member of the MBEF Board since 2009, Michelle served as Treasurer for two years and Board President for two years. Michelle and her husband, Dave, have four children attending MBUSD schools – Andrew, Catherine, Peter and Michael.
Heather de Roos has been a resident of Manhattan Beach for more than a decade and has been actively engaged in supporting Manhattan Beach schools. Heather has held many leadership positions including PTA VP of Communications and PTA President of Grand View, President of the Manhattan Beach PTA Council and the MBEF Wine Auction’s Silent Auction Chair. In addition to her support of Manhattan Beach schools, Heather is also a Board Trustee for the Los Angeles County Natural History Museum (NHM). Heather has a background in human resources, strategy & planning, consulting, and retail and has held management and consulting positions at Northrop Grumman, Home Depot and Amazon.com, Mercer Management Consulting and Towers Perrin. Heather received her MBA from The Mason School of Business at the College of William & Mary and her BS in Mathematics with a minor in English from Roanoke College. Heather and her husband Dirk have one son, Tate, enrolled in MBUSD.
Jim Dillavou is co-founder and principal of Paragon Commercial Group where he focuses on corporate strategy, acquisitions and capital structuring. Jim’s background in development, law and capital markets has contributed to Paragon’s steady growth and reputation as one of the preeminent retail development firms in California.
Jim is formerly a real estate and finance attorney with Latham & Watkins LLP where he represented developers, equity providers and lenders in capital structuring, acquisitions, dispositions, leasing and entitlements. Upon leaving Latham & Watkins LLP, Jim joined the Los Angeles office of Regency Centers where he managed ground-up development and repositioning of retail community and neighborhood centers in Southern California.
Jim is currently the co-chairman of the Urban Land Institute’s Small Scale Development Council, a guest lecturer at the University of Southern California Gould School of Law, a board member of the Southern Methodist University Folsom Institute for Real Estate, and an Executive Board Member of the USC Gould School of Law Real Estate Law and Business Forum. Jim was also the recipient of the Urban Land Institute’s prestigious distinction of being one of the “Top 40 Under 40” land use and real estate professionals in the United States. Jim is a native of Southern California and currently resides in Manhattan Beach with his wife, Rebecca, and his three children: Pierce (Grand View); Brooke (Grand View); and Lauren (MBMS).
Mike Duckworth, MBEF Endowment Fund President
Mike directs his charitable efforts to programs involving youth development, primarily in education and youth sports. Professionally, Mike is a Managing Director in the J.P. Morgan Private Bank where he advises individuals and families on strategies to preserve, protect and build wealth. Mike has spent most of his career in investment management, organizational leadership and finance. He has been the COO of a multi-billion-dollar family office, CEO of both a $2.5B public company and a not-for-profit in higher education, a partner in a $3.5B private equity firm and has held several board positions. Mike began his career in investment banking at Bankers Trust, and later Merrill Lynch, where he advised clients on debt and equity financings, mergers and acquisitions. Mike earned his MBA from the Anderson School of Management and graduated magna cum laude from UCLA. He and his wife Sherolyn have two daughters, Maddie (Alumni) and Jessie (MCHS).
Adam Goldston served as Chair of MBEF’s Manhattan Wine Auction for 5 years before moving on to serve as Chair of the Audit and Compensation Committee. Adam is Vice President of Corporate Development for the Heritage Family of Companies, one of the largest integrated healthcare systems in the U.S. Previously, Adam spent over 12 years as an investment banker, primarily serving health care companies. During his tenure on Wall Street, Adam executed virtually all types of debt and equity financings and completed numerous mergers and acquisitions and other advisory services. Adam has a BA from Claremont McKenna College, an MBA from the Anderson Graduate School of Management at UCLA and is a Chartered Financial Analyst. Adam is active with the American Medical Group Association, The Healthcare Transformation Task Force and is frequently consulted by Members of Congress with respect to healthcare legislative and regulatory issues. Adam and his wife Rita have two children, Joshua (Alumni) and Lauren (MBUSD).
Joy Higa is the Senior Vice President, National Regulatory Affairs for UnitedHealthcare, where she leads federal and state regulatory issues management, advocacy, and shared services functions to support the company’s commercial and government business. She has held several leadership roles at UnitedHealthcare since joining in 2006, including leading the healthcare reform (ACA) implementation team. Since her appointment by Governor Jerry Brown in 2014, Joy has also served as a Board Member of the California State Teachers’ Retirement System (CalSTRS), the country’s largest teacher retirement fund. Prior to 2006, Joy spent seven years in California State government leadership roles serving as Deputy Chief of Staff for Policy to State Controller Steve Westly, Chief Deputy Cabinet Secretary to Governor Gray Davis, and Deputy Director of the California Department of Managed Health Care. Joy graduated from Cornell University with a Bachelor of Arts degree concentrating in health and public policy. She serves on the Cornell University Council Administrative Board and as a Sustaining Member of the President’s Council of Cornell Women. Originally from Hawaii, Joy lives in Manhattan Beach with her husband Chris Tuffli, and two children, Olivia & Ben, who attend MBUSD schools. Joy has enjoyed volunteering in the classroom, supporting/serving as Chair of various school programs and events.
Michael Husson has worked in Goldman Sachs Asset Management (GSAM) division since 2010 and is responsible for developing and managing strategic relationships with investment consultants located in the western U.S. Prior to joining GSAM, Michael worked at Dorchester Capital Advisors, a fund-of-hedge-fund firm based in Los Angeles, in a client portfolio management role. Prior to joining Dorchester in 2006, Michael worked at Putnam Investments for thirteen years most recently as a senior analyst on their Strategic Research Team. Michael earned a B.A. in Economics from Michigan State University, a MS in International Economics from Suffolk University, and an M.B.A. from Cornell University. He is a CFA charter holder. He and his wife Trisha have two children who attend MBUSD schools.
Ted Iantuono is a Managing Director and Head of Los Angeles Investment Banking at Barclays Capital. Ted provides advice and capital resources to a broad array of private equity firms and corporate clients. During his more than 25 years on Wall Street, Ted has led a broad range of high yield debt and equity offerings, bank and bridge financings, mergers and acquisitions transactions, and corporate restructurings for companies in a wide range of industries. Prior to joining Barclays Capital in 2007, Ted was a Managing Director and Co-Head of Los Angeles Investment Banking at Credit Suisse. Prior to that, he was a Senior Vice President in the Investment Banking Division at Donaldson, Lufkin and Jenrette. Ted received an MBA with honors from the University of Chicago, Graduate School of Business and a BA from the University of California at Santa Barbara. Ted and his wife, Karen, live in Manhattan Beach with their two children who attend Manhattan Beach schools.
Dr. Alice Kuo is a Professor of Pediatrics and Internal Medicine at the David Geffen School of Medicine at UCLA, and of Health Policy and Management in the UCLA Fielding School of Public Health. She is Chief of Medicine-Pediatrics and Director of the Medicine-Pediatrics Comprehensive Care Centers at UCLA. Dr. Kuo has published over 45 peer-reviewed articles and edited two books in the areas of early childhood health, developmental services, health disparities, and medical education. Dr. Kuo served on the Executive Committee of the American Academy of Pediatrics (AAP) Community Pediatrics Training Initiative from 2005-2008 and the Council on Community Pediatrics from 2009-2015 and was the Policy Chair for those last three years. Dr. Kuo received a B.A. in biology from Harvard University, her M.D. and Ph.D. in educational psychology from UCLA, and M.B.A. from the Isenberg School of Management at the University of Massachusetts Amherst. She completed her combined internal medicine and pediatrics residency training at Cedars-Sinai Medical Center and a NRSA Primary Care Health Services Research fellowship at UCLA. Alice Kuo is the mother of Matthew and Noah, both of whom attend MBUSD schools.
Erin Levin has been involved in youth education for over 20 years. She mentored at risk youth while getting her undergraduate degree in History and Art History at the University of Southern California, where she graduated magna cum laude. Erin then obtained her teaching credential and taught American History at Mira Costa High School. Erin then studied early childhood development and worked at The Learning Center in Palo Alto, CA, before having her two children. Erin served on the Board of Directors at the Knowing Garden, a constructivist school in Redondo Beach, where her children attended for over 6 years. She has served as PTA Co-President at Pacific and her children Hayden and Delaney attend MBUSD schools.
Keith Lupton is a Partner in Ernst & Young’s Financial Statement Assurance Practice and has 25 years of experience providing audit, accounting, and other business advisory services to multinational and domestic clients in the financial services, real estate industries. In addition to serving several of the largest financial services and real estate clients in EY’s West Region, he also serves several family offices and private foundation clients. Additionally, Keith has served as a resource on technical accounting and auditing with a focus on derivatives, financial instruments, fair value, and stock-based compensation. Keith graduated with a Bachelor of Arts degree in Business Economics from the University of California at Santa Barbara and is a CPA in California & Colorado. He is a member of both the California Society of CPA’s and the AICPA. Keith serves on the Board of Managers for Ketchum Downtown YMCA and the Economics Advisory Board Chairman for the University of California at Santa Barbara. Keith and his wife Dana are longtime residents of Manhattan Beach with two daughters, Paige and Lauren, who attend MBUSD schools.
Emily Macias is a dedicated volunteer with a passion for education. She has served as PTA President, Historian and Legislative Rep at Meadows, as well as the Legislative Rep at MBMS. Emily has also taken on responsibilities of room parent, docent, chaired events on both campuses, PTA council and advocated for our district in Sacramento. She served on the MBEF Board in the 2013/14 school year and has supported Girls Scouts as a troop leader for over 6 years. Emily is originally from Long Island, New York and has over 18 years of experience in account management, including sales and marketing strategy development, and managing major accounts for The Xerox Corporation. She and her husband George have two daughters, Rebecca and Nicole in MBUSD schools.
Mitch Ozawa, MBEF Endowment Treasurer A Senior Vice President and Senior Client Manager for Bank of America Merrill Lynch, Mitch serves as the bank’s primary relationship manager (for-profit and not-for-profit) healthcare entities located in Southern California. Mitch has a BS in Business Administration (Finance) from California State University Long Beach and an MBA from USC. Mitch has served on the MBEF Board since 2009. Mitch also serves on the Board of Trustees for Rolling Hills Prep, served on the Meadows PTA for 7 years, the Meadows School Site Council from 2007-2009, and served on the Advisory Board for the Skechers Pier-to-Pier Friendship Walk from 2010-2012. He and his wife Ann have three children, Hayden (MCHS grad), Camryn (RHP grad) and Chasen (MCHS grad).
Jim Schlager, a principal with Moss Adams Wealth Advisors, has more than 25 years of experience as a wealth advisor. Working with business owners, families and individuals, Jim coordinates their financial needs and portfolios to help them meet well-defined personal and business goals. By combining technical expertise and management skills, and working in a time sensitive manner, Jim guides clients in making critical financial decisions. For those who are business owners, he offers financial insight to help their businesses run more efficiently. When it comes to financial planning, Jim helps clients integrate their personal and business investments, insurance, real estate holdings, philanthropic giving, as well as their income and estate taxes. Jim lives and works in Manhattan Beach with his wife, Lisa, and their two children. As an active, longtime member of the community, he is an ardent supporter of various Manhattan Beach educational initiatives and causes—including MBEF.
Jeff Serota, MBEF Endowment Secretary Jeff is originally from Long Island, New York, and moved to Manhattan Beach in the early 1990’s. Jeff recently retired as Senior Partner from the Ares Private Equity Group, where he specialized in providing investment banking services. Prior to his work with Ares Private Equity Group, Jeff worked at Dabney/Resnick Inc., a boutique investment bank, and specialized in merchant banking and capital raising activities for middle-market companies. Jeff graduated magna cum laude with a BS in Economics from the University of Pennsylvania’s Wharton School of Business and received an MBA from UCLA’s Anderson School of Management. Jeff joined the MBEF board and the MBEF Endowment Fund in 2013 and he and his wife, Peir, have two children in MBUSD schools.
Remco Waller served as MBEF President, Vice President and Secretary since he joined the board in 2013. He is a seasoned global executive with more than 20 years’ experience in industry leading retail, consumer goods and commercial real estate companies including senior roles in Europe, USA and Asia (China and Korea) and is currently a partner with Tatum, a consulting firm in the Finance & IT area. He relocated with his family to Manhattan Beach in 2006 to take on the role as the CFO for Fresh & Easy Neighborhood markets, at that time a subsidiary of Tesco. During his international assignments, he has been active as director in several Chambers of Commerce, the LA County Economic Development Cooperation, CFO forums and International School boards. He holds a master’s in business economics from the Erasmus University of Rotterdam, the Netherlands and a Post-Graduate Controller degree of the Vrije University of Amsterdam. Remco and his wife Mariel have one son who is a MBUSD alumni – Tommy, and two children currently in Manhattan Beach schools – Kim and Jesse.
Rich Weiss, Chief Investment Officer of the MBEF Endowment Fund In addition to serving as the Chief Investment Officer of the Endowment, Rich has been an active member of MBEF and its Manhattan Wine Auction committee for over a decade. He is a senior portfolio manager, and manager of asset allocation for American Century Investments, a $150 billion investment management organization. Rich has been in the investment field for over 30 years, holding senior positions at City National Bank, Sanwa Bank California, PaineWebber and Mellon Bank. He is magna cum laude graduate of the Wharton Business School and the University of Chicago. Rich and his wife, Virginia, have three girls Chloe, Caroline and Carmen (MCHS).
Anne Marie Whitney has been an MBEF Board Member since 2010 and has served as PTA President at Robinson, MBMS and MCHS. Ann Marie graduated from Boston College and her professional background includes seven years’ experience with Deloitte and Touche, LLP in Stamford, CT; Boston, MA; and Los Angeles, CA. Ann Marie also has ten years’ experience with Kilroy Realty Corporation where she was Senior Vice President and Chief Accounting Officer. Ann Marie and her husband Rich have three children – Mia, Jack and Sam – who matriculated through MBUSD schools.