Consumer Financial Education Funding Board

The Fund is advised by a volunteer funding board of individuals who have tremendous expertise in the field of consumer financial education.

ABOUT THE FUND

Jean Ann Fox
Jean Ann Fox is director of financial services for the Consumer Federation of America (CFA), an association of nearly 300 nonprofit consumer groups that was established in 1968 to advance the consumer interest through research, advocacy and education. Ms. Fox specializes in high-cost small dollar lending, banking services, and payment devices. She is the author or co-author of numerous reports on check cashing and payday lending, refund anticipation loans, car title loans, prepaid debit cards and bank overdraft loans.

Before joining the staff of CFA, she served as President and Vice President of CFA, and also worked as volunteer President and lobbyist of the Virginia Citizens Consumer Council. She is a member of the Financial Policy Committee of the Trans Atlantic Consumer Dialogue. Her past community service include 33 years on the Board of Directors of Consumers Union, publisher of Consumer Reports, as well as serving a term on the Federal Reserve Board’s Consumer Advisory Council, and other consumer affairs and utility oversight organizations.

Michael G. James
Michael James is currently affiliated with Backstrom McCarley Berry & Co. LLC., a national investment bank and securities brokerage firm that specializes in municipal finance, where he is a Senior Vice President responsible for the daily sales trading and underwriting activities of this firm. With over 30 years of experience within the financial sector and the securities industry, he began his career at Merrill Lynch and Bache, Halsey, Stuart, Shields as an Account Executive where he managed the trading accounts of several retail and institutional clients. Over the course of his career, Mr. James has served in various capacities that included sales, management, trading, underwriting, and investment banking.

His experience as a trader includes trading at an institutional level, municipal, corporate, treasuries and government agency bonds, equities, and derivatives. As an underwriter and investment banker he has been involved with the sale, structure, and/or distribution of more than 200 transactions. His clients have ranged in size from the State Treasurers to school districts and nonprofit organizations, and the individual retail investor. Mr. James is respected for his breath of knowledge, analytical approach and client-oriented service. He is a seminar lecturer, classroom instructor, and former newspaper columnist having developed presentations, curricula, and manuals/handbooks covering a variety of topics relating to money management and investing. The audiences for these gatherings ranged from middle school to industry professionals and clients.

Greg McBride, CFA

Greg McBride, CFA, is Senior Vice President, Chief Financial Analyst, for Bankrate.com, providing analysis and advice on personal finance. With two decades of experience in personal finance, he has the unique ability to provide both in-depth commentary and practical advice to consumers. Through Bankrate.com’s Money Makeover series, he has helped consumers plan for retirement, manage debt and develop appropriate investment allocations.

McBride has appeared on hundreds of national cable and network broadcasts including NBC’s “Nightly News,” CBS’ “Evening News” and ABC’s “World News Tonight.” He is a frequent guest on CNBC, CNN, Fox News Channel and Fox Business Network. McBride is routinely quoted by major print outlets such as The Associated Press, Wall Street Journal and USA Today, serves as a Wall Street Journal Expert Panelist, and is a regular radio guest on financial talk shows throughout the United States. He is also an accomplished public speaker, having appeared before audiences at the Federal Reserve Board, Federal Trade Commission, American Association of Individual Investors and at the China Times Golden Cicada Awards in Beijing.

McBride is Treasurer for the Board of Directors of ClearPoint Credit Counseling Solutions, an Atlanta-based nonprofit credit counseling agency accredited by the National Foundation for Credit Counseling. He is Chairman of ClearPoint’s Finance and Investment Committee, and also serves on both ClearPoint’s Executive Committee and ClearPoint’s Development Committee. McBride is a graduate of the University of Florida and has earned the right to use the Chartered Financial Analyst designation.

Richard McCune
Richard McCune is a partner of McCuneWright, LLP. He has 22 years of experience in representing California plaintiffs in product liability, class action, catastrophic personal injury and business fraud cases. His trial and settlement success have resulted in his achieving the highest rating possible (AV) from Martindale-Hubbell. He was one of the finalists for 2011 California Consumer Attorney of the Year. He frequently lectures at attorney conferences, where he has made presentations on banking class actions, foreclosure class actions, and automobile product liability cases. He was appointed by Judge Selna to the executive committee for the personal injury/wrongful death cases in the high profile Toyota sudden acceleration litigation. In representing his clients, he has been featured on numerous news shows, including The Today Show and CNN, as well as quoted and interviewed for wide ranging newspapers and magazines, including the Los Angeles Times, Forbes Magazine, Sacramento Bee, San Bernardino Sun and The Economist.

Richard McCune’s successful results for his clients include a $203 million class action verdict in 2010 on behalf of 1.14 million California Wells Fargo Bank customers for unfair bank overdraft fees. He has been involved in numerous multi-million dollar settlements and verdicts for his clients. He has extensive experience in product liability cases, business fraud cases, personal injury matters, and complex litigation involving consumer class actions, insurance bad-faith and dangerous highway design.

Fred Selinger
Fred Selinger has served as a corporate CEO, and on the boards of directors of numerous public, private and non-profit enterprises. He holds both securities and real estate licenses, and has been licensed in life and property and casualty insurance. Since 1995, he has served as Senior Managing Director of Corporate Finance and Business Consulting at Sutter Securities Incorporated, a private investment banking and consulting firm. He was previously a founder and Managing Director of Jackson Square Capital Corp, and was Managing Director and a member of the Board of Directors of Richard C. Blum & Associates, a private merchant banking firm which acts as a general partner and investment advisor to investment partnerships and institutional accounts. He also spent many years at E.F. Hutton & Company, Inc., a Wall Street investment firm which is now part of Morgan Stanley.

Mr. Selinger has a passionate interest in improving financial literacy and serves as a consultant with the Financial Services Volunteer Corporation, where he has worked on projects in India and Egypt. He has volunteered as an economics teacher at inner-city high schools in Alameda, San Francisco, and Marin counties, and created a practical college level course in Personal Financial Management at UC Berkeley. He has also participated in Cal’s Alumni Mentoring Program, Cal Performance’s Ailey Camp, and he co-founded the Cal Independent Scholars Network, a program which supports Cal students who have lived under foster care, are orphans or have been wards of the court.

Mona Masri
Mona has more than 15 years’ experience in corporate social responsibility and community economic development, including involvement in the public, private and nonprofit sectors.  Her passion for working on solutions which address pressing community needs, is expressed through creative problem solving, conceptualizing innovative solutions, and driving execution to deliver results.

She co-founded Summit Co-Lab, a consulting collaborative, where she strives to advance positive social change by activating human, social and financial capital through collaborative, integrated expertise and a focus on outcomes.

Her previous experience includes leading the statewide efforts of Citibank’s Community Development Group in California as well as heading the Northern California office of the International Rescue Committee (IRC), a leading international non-profit humanitarian aid organization. At the IRC Mona spearheaded efforts to integrate financial capability into existing programming for refugees and immigrants.

By working closely through strategic partnerships with leading organizations such as Mission Asset Fund, Opportunity Fund, and Self-Help Credit Union, Mona has developed a proven track record of identifying and executing innovative financial inclusion initiatives. Most recent examples include linked emergency savings accounts and culturally appropriate peer lending circles.  Mona currently serves on the boards of Mission Asset Fund and the Silicon Valley Community Foundation’s Economic Security Advisory Committee.

Mona holds both a BA in Finance and a Master’s in Urban & Regional Planning from the University of Southern California.

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