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Directors

BEN's board includes professionals having direct hands on experience in the various aspects of BEN's business.

Financial Institutions
& Alternatives

Brad K. Heppner Senior Partner Director
  • Chairman of the Board and CEO, BEN; Board of Directors, Constitution Private Capital Company and SMU Cox School of Business (Advisory Board)
  • Prior: Founder and CEO of The Crossroads Group (sold to Lehman Brothers & now held by Neuberger Berman); Founder of Capital Analytics (now held by Mitsubishi UFJ Financial Group); and previously with Bain & Company, MacArthur Foundation and Goldman Sachs
  • Expertise: 30+ years alternative asset & financial institutions experience
  • MBA, Kellogg at Northwestern University; BBA, BA, BS, Southern Methodist University
Thomas O. Hicks Senior Partner Director
  • Founder and Chairman, Hicks Holdings
  • Prior: Founder of Hicks, Muse, Tate and Furst; Founder and Co-Chairman of Hicks, Haas
  • Expertise: Private equity industry pioneer with 30+ years private equity investment experience; acquisitions across US, Europe and Latin America, private equity funds
  • MBA, University of Southern California; BBA, University of Texas, Austin
BRUCE W. SCHNITZER Senior Partner Director
  • Chairman and Founder, Wand Partners; Chairman, Research Council/The Institute of Human Origins; Director, The Litchfield Land Trust and Seherr-Thoss Foundation
  • Prior: President and CEO of Marsh, Inc.; CFO of Marsh & McLennan; Vice President & Head of M&A for Morgan Guaranty Trust Company
  • Expertise: 30+ years private equity investment experience, insurance and other specialty financial services
  • MBA, University of Texas, Austin; BBA, University of Texas, Austin

David H. de Weese
  • General Partner at Paul Capital and Chairman of the Board, Capacitor Sciences, Inc.
  • Prior: President and CEO, Siga Technologies; President & CEO, Cygnus Therapeutic; President & CEO, Machine Intelligence
  • Expertise: 30+ years business management, private equity experience, credit evaluation, investment
  • MBA, Harvard Business School; Stanford University Law School; BA Stanford University

Banking & Operations
 

RICHARD W. FISHER Senior Partner Director
  • Senior Adviser, Barclays; Board of Directors, AT&T and PepsiCo
  • Prior: President of the Federal Reserve Bank of Dallas, Member of the Fed's Open Market Committee, Founder of Fisher Capital Management
  • Expertise: 30+ years banking experience, trade agreements
  • MBA, Stanford University; BS, Harvard University

THOMAS M. HOENIG
  • Prior: Vice Chairman of the Federal Deposit Insurance Corporation 2012-2018; President and CEO of the Federal Reserve Bank of Kansas City 1991-2011; member of the Federal Open Market Committee; Executive Committee for the International Association of Deposit Insurers 2012-2017, elected Chairman 2015
  • Expertise: Banking, economics and author of "Too Big has Failed"
  • PhD, Iowa State University; MA, Iowa State University; BA, St. Benedict's College

Billie I. Williamson
  • Board of Directors/Audit Committee of Pentair, CSRA, Inc., Energy Future Holdings, ITT Exelis, Inc., Annies, Inc., and SMU Cox School of Business (Advisory Board)
  • Prior: Partner of Ernst & Young LLP, 1984-2011; Director and member of nominating, governance, and audit committee of Janus Capital Group; SVP of Finance — Marriott International
  • Expertise: Finance and audit
  • BBA, Southern Methodist University

Capital Markets
 

SHELDON I. STEIN Senior Partner Director
  • President, Southern Glazer's Wine and Spirits; CEO of Glazer's Beer and Beverage; Board of Directors, Tailored Brands, Inc., and Amegy Bank (Advisory Board)
  • Prior: Vice Chairman & Head of Southwest Investment Banking for Bank of America Merrill Lynch; Senior Managing Director for Bear Stearns
  • Expertise: 30+ years banking experience, investment banking and corporate management
  • JD, Harvard Law School; BA, Brandeis University
MICHELLE
CARUSO-CABRERA
  • CNBC's chief international correspondent and co-anchor of "Power Lunch"
  • Prior: Reporter and special projects producer for Univision; reporter with WTSP-TV in St. Petersburg, Florida
  • Expertise: Economic reporting
  • BS, Wellesley College

BRUCE E. ZIMMERMAN
  • Vice Chairman of the Board, Commonfund
  • Prior: CEO and Chief Investment Officer, UTIMCO; Global Head of Pension Investments, Citigroup
  • Expertise: 30+ years investment and financial services experience, capital markets and portfolio risk management
  • MBA, Harvard Business School; BA, Duke University

MANAGEMENT TEAM

BEN's management team includes industry veterans with broad fiduciary, investing, and operating experience in both the credit and alternative asset markets. Our senior management team enjoys longstanding relationships with investors, general partners, and advisors of alternative asset funds.

Brad Heppner
Bradley K. Heppner
  • Chairman of the Board and CEO, BEN; Board of Directors, Constitution Private Capital Company and SMU Cox School of Business (Advisory Board)
  • Prior: Founder and CEO of The Crossroads Group (sold to Lehman Brothers & now held by Neuberger Berman); Founder of Capital Analytics (now held by Mitsubishi UFJ Financial Group); and previously with Bain & Company, MacArthur Foundation and Goldman Sachs
  • Expertise: 30+ years alternative asset & financial institutions experience
  • MBA, Kellogg at Northwestern University; BBA, BA, BS, Southern Methodist University
Scott Ephingstone
Tiffany Kice
  • 23+ years of finance and accounting experience
  • Prior: Westwood Holdings Group, CEC Entertainment, KPMG
  • Expertise: public company accounting and reporting, accounting standards, financial planning and analysis, M&A and treasury management
  • Certified Public Accountant; BBA, The University of Texas at Austin
Jessica Magee
Jessica Magee
  • 16+ years complex commercial litigation, investigation and enforcement, and securities regulation experience
  • Prior: U.S. Securities and Exchange Commission, Thompson & Knight LLP
  • Expertise: securities regulation, investigations, litigation, strategic planning
  • JD, Southern Methodist University School of Law; BA, Southwest Texas State University
Peter Williams
Peter Williams
  • 18+ years investment banking, capital markets, and corporate development experience
  • Prior: ACE Portal, Donaldson, Lufkin & Jenrette, Credit Suisse, CIBC World Markets, Legumex Walker
  • Expertise: M&A, complex capital markets transactions
  • MBA, The University of Western Ontario – Richard Ivey School of Business; BS Mechanical Engineering, Queen's University
Jeffrey Hinkle
Jeffrey S. Hinkle
  • 24+ years alternative asset experience
  • 8+ years for BEN
  • Prior: Lehman Brothers, Murchison Capital Partners, First Gibraltar Bank
  • Expertise: alternative asset operations and finance
  • MBA, Pepperdine University; BBA, Southern Methodist University
Steven Boydstun
Steven Boydstun
  • 30+ years financial technology development and operations experience
  • Prior: TPG Global, EY, Lehman Brothers, U.S. Air Force
  • Expertise: technology, systems integration, private equity
  • MBA, Southern Methodist University; BA, The University of Texas at San Antonio
Derek Fletcher
Derek Fletcher
  • 25+ years of sophisticated estate planning, wealth structuring and fiduciary advisory services
  • Prior: US Trust — Bank of America Private Wealth Management; Winstead, PC; Coopers & Lybrand
  • Expertise: trust & estates; fiduciary services; fiduciary income taxation; estate, gift and GST taxation
  • JD, University of Texas School of Law; BBA, Accounting, Texas Tech University; Fellow of the American College of Trust and Estate Counsel
Arnold Greene
Arnold L. Greene
  • 20+ years of human resources management experience
  • Prior: Extended Stay America, McDonald's Corporation, Dunkin' Brands, Yum! Brands
  • Expertise: HR Strategic Leadership, Culture/Employee Engagement and Diversity & Inclusion
  • BS, Cornell University ILR School
Philip Eckian
Philip Eckian
  • 20+ years of multi-asset class investing, investment management operations, and investment banking experience
  • Prior: Longhorn Capital Partners, Goldman Sachs
  • Expertise: public and private market investing, operations, M&A and equity capital markets
  • MBA, The Wharton School, University of Pennsylvania; BS, Yale University
Yuri Mushkin
Yuri Mushkin
  • 18+ years of risk modeling and capital markets expertise
  • Prior: McKinsey & Company, Goldman Sachs
  • Expertise: markets & trading risks, product valuation and enterprise risk controls
  • MS, The London School of Economics; BS, NYU Stern School of Business
Scott Wilson
Scott Wilson
  • 15+ years of experience, primarily in the alternative asset investment space
  • Prior: Highland Capital Management, McKinsey & Company
  • Expertise: private equity investing, corporate strategy
  • MBA and BS, The Wharton School, University of Pennsylvania
Tamara McCreary
Tamara McCreary
  • 14+ years of corporate, securities, enforcement and securities regulation experience
  • Prior: U.S. Securities and Exchange Commission, Munsch Hardt Kopt & Harr PC, Reitler Kailas & Rosenblatt, LLC
  • Expertise: corporate and securities law, securities regulation, investigations
  • JD, Catholic University of America’s Columbus School of Law; BBA, University of Oklahoma
Greg
Greg Ezell
  • 18+ years of risk modeling and capital markets expertise
  • Prior: McKinsey & Company, Goldman Sachs
  • Expertise: markets & trading risks, product valuation and enterprise risk controls
  • MS, The London School of Economics; BS, NYU Stern School of Business
Timothy Evans
Timothy Evans
  • 15+ years of experience, primarily in the alternative asset investment space
  • Prior: Highland Capital Management, McKinsey & Company
  • Expertise: private equity investing, corporate strategy
  • MBA and BS, The Wharton School, University of Pennsylvania
Call BEN TodayCall 888-877-8786 or email askben@beneficient.com today.
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