Advisory Board

Katherine Armstrong is a seasoned financial planner, educator, and community leader with more than four decades of experience in wealth management, financial planning, and higher education. She earned her B.A. in Economics from Roanoke College and her MBA from Loyola University Maryland. She holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, along with Series 7, 63, and 65 licenses. Katherine also built a distinguished academic career in higher education. Formerly, she served for nearly two decades as a Faculty Associate at the Carey Business School at The Johns Hopkins University.

Kevin Byrnes is a seasoned senior executive with 36 years at Verizon, specializing in finance, business development, and sales in the telecom sector. He now leads a private consulting practice and serves as an advisor to boards, while dedicating his time to philanthropic efforts.

Thomas Conigatti serves as Executive Director and Senior Market Director for UBS’s Manhattan Market. With over 15 years of experience in the financial services industry, Tom brings a proven track record of leadership, innovation, and client-centric strategy to his role. Tom earned his Bachelor of Arts in Communication from Loyola University Maryland, graduating cum laude. He is a proud supporter of organizations dedicated to veterans and their families, including No Greater Sacrifice, American Corporate Partners, and the Tunnel to Towers Foundation.

Mike Pirozzi is a Vice President and Chief Operating Officer for Portfolio Management, Debt Capital Markets, and Credit Facility Management at Goldman Sachs, within Asset & Wealth Management. He is responsible for operating strategy and governance and is based in New York.

Matt is a Managing Director and co-head of SC&H Capital, a leading investment bank specializing in sell-side representation, recapitalizations, management buyouts, and divestitures for business owners and boards. Matt is the chair of the board for the UMBC Research Park, and is an advisory board member for the Sellenger School at Loyola University and for the Y of Central Maryland. Matt earned his MBA from Loyola University, and his bachelor’s in business from North Carolina State University.

Mr. Romano is a senior banker and managing director at J.P. Morgan Private Bank responsible for managing ultra-high net worth relationships in New York and Connecticut. His main focus is working with hedge fund principals and executives in the financial services industry. Lou and his team advise and assist clients on credit needs, portfolio construction, investment management and the formulation of a comprehensive wealth plan that includes sophisticated trust and estate planning.

Jason is a partner and serves as a portfolio manager on the U.S. taxable fixed income team. He is a portfolio manager on Brown Advisory's U.S. taxable sustainable fixed income strategies which includes Sustainable Core and Sustainable Short Duration in addition to managing the Brown Advisory Intermediate Income Fund. Prior to joining the firm, he served as a fixed income trader at Ferris, Baker Watts and Deutsche Bank Alex. Brown.

Craig A. Vollmer is a Senior Portfolio Manager for Capital Funding Group. He is responsible for managing a growing portfolio of healthcare and multi-family real estate loans, with an exclusive emphasis on securitization portfolio execution and capital markets data distribution. Craig earned a B.S. (cum laude) in business administration (concentration in marketing) from University of Baltimore, M.B.A. from Loyola University Maryland, and Post-Graduate Certificate from the University of Chicago Booth School of Business. Craig is a Series 6, 7, and 63 registered representative. He also earned the Certified Investment Management Analyst® designation.