Board of Trustees

Samuel Cole

Samuel Cole was the Chief Operating Officer, Co-Head of Trading, and a Managing Principal at BlueMountain Capital Management LLC, a $4 billion asset manager. In this capacity, Mr. Cole had responsibility for trade execution, operations, funding, valuation, counterparty risk, and capital management. Mr. Cole is a member of the Executive Committee and Board of Directors of the Managed Funds Association, the primary source of information for policymakers and the media on the global alternative investment community. Prior to joining BlueMountain, Mr. Cole was an Associate Principal in the Financial Institutions Group of McKinsey & Co. in New York. At McKinsey, Mr. Cole counseled CEOs and senior managers on a variety of strategic, organizational, and operational issues. Prior to joining McKinsey, Mr. Cole worked as a private equity analyst for Global Partner Ventures in the former Soviet Union, where he focused on the commercialization of Russian defense technologies. Earlier in his career, he was a defense analyst with the Institute for Foreign Policy Analysis. Mr. Cole received his M.B.A. from the MIT Sloan School of Management and a M.A. from the Fletcher School of Law & Diplomacy. He received his B.A. with honors in government from Harvard University.

Cary Kochman

Cary A. Kochman is the Head of the North American Mergers and Acquisitions Group at Citigroup. Cary Kochman also serves as the Co-Head of the Chicago office for Citigroup. He has over 23 years of investment banking experience. Prior to joining Citigroup in 2011, Cary Kochman was Global Head of M&A for UBS and Co-Head of the Midwest Region. Before joining UBS in 2004, Cary Kochman served as the Head of the U.S. M&A Department for Credit Suisse. He worked at Credit Suisse for over 14 years. He holds both his J.D. and M.B.A. from the University of Chicago. While at the University of Chicago, he attended the London Business School and earned a Nikko Fellowship for study in Tokyo. He is also a graduate of the Honors College at the University of Illinois at Chicago where he earned a B.S. in Accounting. He is honored as a distinguished alumni of UIC. Mr. Kochman is a member of the Illinois Bar and has completed both the C.P.A. and C.M.A. examinations. Mr. Kochman serves as a Trustee of the Shedd Aquarium. He is also a member of The Economic Club of Chicago and The Commercial Club of Chicago and lectures at Northwestern University’s MergerWeek. He has recently served as an advisory board member to the University of Chicago Law School. He is an advisory board member to LEK Strategic Consulting. He lives outside of Chicago with his wife of 18 years, Tara. They have 4 sons.