Our Board of Directors

John Lohr,  Executive Director

John Lohr is a securities lawyer and has worked in the investment management business since 1983.  He also has developed and written financial raining material since 1986.  He has served on the board of a public mutual fund for 22 years.  He founded and formed The MoneyCulture Initiative. He is full time devoted to the non profit, expected to exceed 40-50 hours weekly. He has authored a number of books and currently writes for SeekingAlpha and born2invest.  John has personally trained over 200,000 professionals in investing, including as an adjunct at Baldwin Wallace College and at Wharton School of Business, University of Pennsylvania, and will utilize those contacts to raise donations for the non profit.

Robert Schulman, Director

 

Robert Schulman was a senior executive at EF Hutton and its successor firms and President and CEO of Tremont Capital Management and Foredestine.   He founded and is the Executive Director of Of Home, Family and Future, a non profit.  He is the author of the business management book,  Be the Rooster.  Board duties for our non profit are expected to demand at least 10 hours annually.

Robert is widely known and respected in the financial services world, and will assist the non profit in raising support and donations from his contacts.

James Gary May, Director

 

Gary May is a Former Banking executive and has served on several public boards, often as the financial expert.  He has been on the Board of the University of Central Florida.  He is often consulted on his expertise in structuring Merger and Acquisition transactions.  Board duties for our non profit are expected to require at least 10 hours annually.  Gary has significant contacts among the affluent investor, university, sports and banking communities.  He will introduce his contacts in those communities to the non profit for support and donations.

 

Ian Lohr, Director

 

Ian Lohr  Has been a writer in the financial services since 1997.  He co-authored 4 books on Fiduciary responsibility, and wrote Wall Street’s Bull and How to Bear It.  He originally created and kept updated the educational content and courses for Howling Wolf Enterprises that is being used by The MoneyCulture Initiative.  As the non profit’s senior editor his responsibility in to keep all information and education current and to create a continuous supply of new articles , posts and courses to educate people in finance and investing. He spent two years fundraising for non profits as a member of FCAN.  He has non profit operations experience as he was for nine years executive director of the Renaissance Education Association.  His work for THE MONEYCULTURE INTITATIVE under the administration and license agreement with Howling Wolf Enterprises is expected to require 20 hours a week initially, expanding as we grow.  His personal contacts will be valuable as potential donors.

Christine Byrnes, Director

Ms. Byrnes has 30 years experience in the financial services industry, specifically in management, operations and administration. She joined Tremont Capital Management, a hedge fund company, in 2004 as Chief Administrative Officer. Ms. Byrnes was responsible for the day-to-day oversight of Tremont’s business operations with particular focus on optimizing technology and operations across the organization. Prior to Tremont, Ms. Byrnes was the Director of Administration of the Consulting Group, the managed accounts product area of EF Hutton and Shearson Lehman Brothers, where she was responsible for product administration and operations. Her Wall Street career includes senior level positions at E.F. Hutton, Shearson Lehman Brothers and Smith Barney where she was responsible for many aspects of marketing, administration and product and business development.

Ms. Byrnes holds an Associates Degree in Paralegal Studies from the University of Rochester and a Bachelor of Arts degree in Bi-lingual Education from San Diego State University.

Ron Surz, Director

 Ron Surz is President and CEO of PPCA Inc and its Target Date Solutions subsidiary. Both are in San Clemente, CA. Ron is a performance evaluation veteran who started with A.G. Becker in the 1970s. PPCA provides contemporary investment manager due diligence software and Surz Style Pure Indexes® including Centric Core.

Jennifer Reddinger, Director

A Pittsburg, PA area Financial Planner, Advisor and an Equine specialist, Jennifer brings her unique set of planning and advisory skills to MoneyCulture. She holds designations as a CFP, CDFA, AAMS and AIF.  She is active in her local community in a variety of volunteer roles and contributes articles to MoneyCulture.