Archives: Team Members

BRIAN MOYNIHAN leads a team of more than 210,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world.

Under his direction, Bank of America continues to be recognized as a leader in financial services. In 2024, the company was named one of TIME Magazine’s 100 Most Influential Companies and appeared on PEOPLE’S 2024 100 Companies that Care list. Bank of America also appears on Forbes magazine’s list for World’s Best Employers, as well as Fortune magazine’s list of World’s Most Admired Companies and Best Companies to Work For. The company has recently been named World’s Best Bank by Global Finance in 2023 and by Euromoney magazine in 2022, and has also been ranked four times on LinkedIn’s Top 50 Companies in the U.S. list.

Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum’s International Business Council Stakeholder Capitalism Metrics Initiative (chair), the Financial Services Forum, the Bank
Policy Institute, the Business Roundtable, The Clearing House Association (chair), the American Heart Association CEO Roundtable (co-chair), the Catalyst Board of Directors, the Council on Competitiveness Board and the Business Council. He also is chair of the
Sustainable Markets Initiative, which was founded by His Majesty King Charles III, then The Prince of Wales, in 2020.

Moynihan serves as chair of the company’s Global Opportunity and Inclusion Council, as a member of the advisory council for the Smithsonian’s National Museum of African American History and Culture, and the Appeal of Conscience Board of Trustees. He also works with public officials, businesses and civic leaders at the local level through his participation on the Charlotte Executive Leadership Council, the Massachusetts Competitive Partnership and the Partnership for Rhode Island.

In addition, Moynihan is the chancellor of the Corporation of Brown University, a volunteer role that leads the 54-member Brown Corporation. Prior to that, he was a member of the Brown University Corporation’s Board of Fellows for eight years after having served on the Board of Trustees from 2010 to 2016.

MITCHELL E. DANIELS, JR. served as a two-term governor of the state of Indiana from 2004 to 2012 and as the 12th president of Purdue University from 2013 to 2022. He currently serves a Distinguished Scholar and Senior Advisor at the Liberty Fund.

He was elected governor in his first bid for any elected office, and then re-elected with more votes than any candidate in the state’s history.

At Purdue, Daniels prioritized student affordability and reinvestment in the university’s strengths. He ended 36 straight years of rising prices by freezing tuition and mandatory fees at 2012 levels for all students. The freeze is still in place today. As a result, the total cost of attendance is lower today than in 2012, even without adjusting for inflation and aggregate student borrowing has declined 37%.

Prior to becoming governor, Daniels served as chief of staff to Senator Richard Lugar, senior advisor to President Ronald Reagan and Director of the Office of Management and Budget under President George W. Bush. He also was the CEO of the Hudson Institute and had an 11-year career as an executive at Eli Lilly and Company.

Daniels earned a bachelor’s degree from Princeton’s Woodrow Wilson School of Public and International Affairs and a law degree from Georgetown. He is the author of three books and a contributing columnist in the Washington Post.

He and his wife Cheri have four daughters and eight grandchildren.

RAY DALIO, a global macro investor for more than 50 years, founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 50 years, building it into the largest hedge fund in the world under his leadership. Ray remains an investor and mentor at Bridgewater and serves on its board. He is now in a stage of life in which he wants to pass along and help people learn about principles that have helped him, especially in markets and the economy. He is a long-running New York Times bestselling author of Principles: Life and Work, Principles for Dealing with the Changing World Order, Principles for Navigating Big Debt Crises, and How Countries Go Broke: The Big Cycle. He graduated with a B.S. in Finance from C.W. Post College in 1971 and received an MBA degree from Harvard Business School in 1973. He has been married to his wife, Barbara, for 46 years and has three grown sons and seven grandchildren. An active philanthropist, he is the Co-Founder of both Dalio Philanthropies and OceanX and a board member of OceanQuest.

 

DAVID COTE is the Executive Chairman of Vertiv Holdings and CompoSecure, International best-selling business book author of Winning Now, Winning Later and How To Be A Leader, and former Chairman and CEO of Honeywell. He was elected president, CEO, and a member of Honeywell’s Board in February 2002, and named chairman of the Board on July 1, 2002. He retired as CEO in 2017 and as Chairman 2018.

In 2018, Cote launched a Spac (GSAH) with his partner Goldman Sachs, before it later combined with Vertiv in 2020. Cote was elected to the Federal Reserve Bank of New York in 2014 and continued through 2018, as a Class B director to represent the interests of the public. From 2012 to 2013, Cote served as a founding member of the steering committee of the Campaign to Fix the Debt. Cote was named Vice Chair of the Business Roundtable in 2011 and chaired its Energy and Environment Committee. In 2010, Cote was named by President Barack Obama to serve on the bipartisan National Commission on Fiscal Responsibility and Reform (Simpson-Bowles Commission). Cote was named Co-Chair of U.S. India Forum in 2009 and was a member of the Forum since 2005. Cote holds a number of awards, including the Horatio Alger Award, the Australian Association’s Award for Excellence, and the Asia Society’s Global Leadership Award. He was named CEO of the Year from Chief Executive Magazine for 2013 as well as one of Barron’s Top 30 CEOs globally for five consecutive years. Cote also received the Peter G. Peterson Award for Business Statesmanship from the Committee for Economic Development in 2012, and the Distinguished Achievement Award from B’nai B’rith International in 2011.

Cote earned a bachelor’s degree in business administration in 1976 and received an honorary Doctor of Humane Letters from the University of New Hampshire in 2011. He was also named Honorary Professor from Beihang University of Aeronautics and Astronautics and received an Honorary Degree from the Graziadio School of Business and Management, Pepperdine University.

JOSHUA BOLTEN is CEO of Business Roundtable, an association of more than 200 CEOs of America’s leading companies.  Bolten’s twenty years of government service includes eight years in the White House under President George W. Bush as Chief of Staff (2006-09), Director of the Office of Management & Budget (2003-06), and Deputy Chief of Staff for Policy (2001-03). For the preceding two years, he was Policy Director of the Bush 2000 presidential campaign. Bolten’s previous private sector experience includes work at Goldman Sachs in London and O’Melveny & Myers in Washington, DC. Bolten received his undergraduate degree from Princeton in 1976 and his law degree from Stanford in 1980. He is a member of the boards of Emerson Electric Co., the ONE Campaign, Princeton University, and the Aspen Institute.

ROBERT B. ZOELLICK is Chairman of Temasek Americas, Singapore’s Sovereign Wealth Fund (after serving on the Temasek board for 10 years) and Senior Fellow and former Adjunct Professor at Harvard University’s Kennedy School of Government. In addition,
Zoellick serves on the board of Robinhood Markets, chairs the International Advisory Council of Standard Chartered Bank, and is a member of the Strategic Council of Swiss Re. He is a member of the boards of the Peterson Institute for International Economics,
the Wildlife Conservation Society, and the Carnegie Endowment; and chairs the Global Tiger Initiative.

Zoellick was the President of the World Bank Group from 2007-12, U.S. Trade Representative from 2001 to 2005, and Deputy Secretary of State from 2005 to 2006. From 1985 to 1993, Zoellick served as Counselor to the Secretary of the Treasury and Under Secretary of State, as well as White House Deputy Chief of Staff. He published, “America in the World : A History of US Diplomacy and Foreign Policy” in 2020. His book has been translated into Korean, Chinese, Japanese, and Georgian.

TOM WILSON has been CEO of Allstate since 2007 and Chair of the Board of Directors since 2008. He is a public advocate for business playing a broad role in society. Focused on serving customers, earning returns for shareholder, creating opportunities for employees and improving communities. Wilson has also led Allstate through the global financial crisis and increased severe weather due to climate change by focusing on purpose, operational execution and creating changes rather than following trends. He has brought this approach to the broader business community through leadership of the U.S. Chamber of Commerce,  Financial Services Roundtable, Property-liability CEO Council, Get-In-Chicago and other private and public sector coalitions.

ROBERT K. STEEL has more than 40 years of experience. Prior to joining Perella Weinberg Partners in May of 2014, Mr. Steel was New York City’s Deputy Mayor for Economic Development where he was responsible for the Bloomberg Administration’s five-borough economic development strategy, job-creation efforts, and also led the applied sciences initiative, which established the Cornell-Technion campus on Roosevelt Island, New York University Center for Urban Science, and Progress Initiative in Brooklyn, New York.

He was previously president and CEO of Wachovia Corporation, where he oversaw the sale of the bank to Wells Fargo & Co. and served on the Wells Fargo board of directors until 2010. Prior to that, Mr. Steel was Under Secretary for Domestic Finance of the United States Treasury, where he revived the President’s Working Group, the core group to respond to the global economic crisis of 2008. He managed the Department’s Blueprint for Modernized Regulatory Structure, which recommended several of the reforms since pursued by the Obama administration.

Mr. Steel spent nearly 30 years at Goldman Sachs, rising to Head of the Global Equities Division, Vice Chairman of the firm, and a member of its Management Committee. He also was a member of the board of directors of Barclays from 2005 to 2006.

He is a graduate of Duke University and the University of Chicago’s Booth School of Business. Mr. Steel is Chairman Emeritus of the Aspen Institute’s Board of Trustees and has served as Chairman of Duke’s Board of Trustees, Senior Fellow at the Harvard Kennedy School of Government, and a member of the FDIC Advisory Committee on Economic Inclusion.

Currently, Mr. Steel serves on the board of Perella Weinberg Partners, Bloomberg Inc., General Dynamics, Economic Club of New York, Union Square Hospitality Group, Lincoln Center for the Performing Arts, Hospital for Special Surgery, Aspen Institute, Rockefeller University, The Morgan Library & Museum, and is a member of the Aspen Economic Strategy Group and the Partnership for New York City.

ROBERT E. RUBIN served as the 70th United States Treasury Secretary from 1995 to 1999, after serving as the first director of the White House National Economic Council. In these roles, he helped achieve the first federal budget surplus in a generation, address international financial crises, and resolve a debt-ceiling standoff, among much else. Rubin is the author of In an Uncertain World: Tough Choices from Wall Street to Washington, a New York Timesbestseller, and The Yellow Pad: Making Better Decisions in an Uncertain World. He spent twenty-six years at Goldman Sachs, rising to co-senior partner, and was a senior counselor and board member at Citigroup. He currently serves as counselor to the independent investment advisory firm Centerview Partners, as co-chairman emeritus of the Council on Foreign Relations, and as chair of the Local Initiatives Support Corporation. Rubin is a founder of The Hamilton Project at the Brookings Institution, which promotes broad-based economic growth. A former member of the Harvard Corporation, he graduated from Harvard summa cum laude and from Yale Law School.