Joe served as CEO of Deloitte LLP until his retirement in 2014, and prior to CEO he held various leadership roles at Deloitte throughout his 36-year tenure. He is currently the CEO of the University of Miami where he was previously a member of its Board of Trustees. Joe is on the board of directors of Pfizer, Unum Group, and The Bank of New York Mellon Corporation where he is the Chairman. He is also a former director of Xerox Holdings Corporation. Joe has a bachelor’s degree in business administration from the University of Miami.

Carolyn is a former McKinsey & Company partner with an active executive coaching practice and over 25 years of senior leadership experience, including at PayPal, Fannie Mae, and IBM. She serves on two corporate boards and is a strategic advisor to high-growth companies where she helps CEOs scale their businesses. Carolyn holds an MBA from the Johnson Graduate School of Management at Cornell University and a Bachelor of Science in Computer Science from the University of Delaware.

Ghislain is a Barron’s and Forbes’ recognized wealth management expert with more than 30 years of partner and other executive-level experience at multiple financial firms, including UBS, Bank of America, and Lehman Brothers. Having served on various nonprofit and private company boards, Ghislain is currently the Chairman of the Board at Ayiti Community Trust. He previously served as the Chair of the Board of Trustees at Ransom Everglades School and Vice Chair of the Board of Directors at what is now Nicklaus Children’s Hospital. Ghislain has a Juris Doctor from Harvard Law School and a Bachelor of Arts in Political Science from the University of Pennsylvania.