BOARD OF TRUSTEES
The Foundation Trustees are leaders from the military and business sectors who bring a breadth of experience to the Board. The Board meets semiannually; in September at Carlisle Barracks and in March at a different location around the country. Trustees enjoy meeting graduates when the Foundation hosts Alumni Dinners in conjunction with the board meeting and at other events.
LTG (Ret) Roger C. Schultz, Chairman of the Board
Current President and CEO of the Army Historical Foundation, the Army’s partner for design and ongoing construction of the Army’s National Museum at Ft. Belvoir, VA. Served as the 17th Director of the Army National Guard. In that position, was responsible for all programs and policies affecting 350,000 Soldiers in the Army National Guard to include the Army Guard’s response to the 9/11 attacks. In Iowa, served in command and leadership positions, including as Assistant Adjutant General in the Iowa National Guard. That was followed by a tour as Deputy Director of Army Operations prior to his assignment as Director of the Army National Guard. A Vietnam Veteran with Infantry Rifle Platoon and later a Scout Platoon in duty in the Vietnam War. Holds a Commercial, Instrument and Multi-Engine Pilots License. USAWC Class of 1992.
Mr. Hans L. Christensen, Vice Chair
CEO and Managing Partner, MJX Asset Management LLC, New York City. Past Managing Director and Chief Investment Officer, Barclays Bank PLC. Various past positions with Citibank, including Senior Portfolio Manager, Alternative Investment Strategies, and Corporate Finance Senior Analyst. Trustee, Regis College, and other civic and charitable activities. NSS 2016.
MG (Ret) Luis R. Visot, Secretary
Retired as Chief of Staff, U.S. Army Reserve Command, Ft. Bragg, 2015. Former Exec Director, Joint Military Leadership Center, Undergraduate Studies, University of South Florida (USF) and extensive prior positions with USF in Tampa. Multiple active duty and USAR assignments and deployments over 36-year military career. Holds a Doctorate of Education (EdD) in Human and Organizational Learning from George Washington University. USAWC Class of 2001.
Mr. Joseph A. (Joe) LoScalzo, Treasurer
Partner in the Tri-State New York audit practice of Deloitte & Touche LLP. Supervises engagements of publicly-traded and privately-held businesses and serves large, complex companies, many with international operations in a variety of industries, including telecommunications, retail, technology, payment processing, and utilities. Reviews and consults regarding due-diligence activities and analyses mergers and acquisitions, and also instructs in those technical and industry matters. NSS 2011.
MG (Ret) Jeffery L. (Jeff) Arnold
Senior partner and AV-Preeminent attorney of Arnold & Stafford, a Georgia law firm dedicated to representing clients in a wide range of practice areas, and currently sits as the Judge of State Court for Long County, Georgia. He has 40 years of legal experience and more than 38 years of military service at all levels in the U.S. Army and Army Reserve, and is licensed to practice in Georgia, Iowa, California, Florida and Hawaii. USAWC Class of 1995.
Mr. Thomas F. (Tom) Beaty
Founder of Insight Sourcing Group and SpendHQ with over 20 years of strategic sourcing and management experience. Works with senior executives and procurement leaders to accelerate Strategic Sourcing savings, increase spend visibility, provide category intelligence, and implement procurement best practices. Also the Founder of Witness to War Foundation, dedicated to preserving the oral histories of combat veterans. Resides in Atlanta, GA. NSS 2017.
Mr. Scott Becker
Founding Partner, Northstar Capital LLC in Minneapolis, a premier junior capital provider that primarily invests in middle market companies with proven sponsor groups and experienced management teams. Former Manager of Investments, Adler Management (1987-1993) and Senior Analyst Corporate Growth, General Mills (1983-1987), with earlier experience in commercial lending and converting real estate firms to franchise format. Board member with Meritex Industries LLC, St. John’s University (MN), and Padre Time LLC. Certified Financial Analyst. NSS 2019.
Ms. Janet M. (Jan) Botz
Communications Executive Consultant with her own firm in Green Bay, WI, and also Program Director for The Conference Board, NYC. Extensive experience in marketing, brand management, media and press relations, public relations, employee and management communications, issue management, sales and marketing, financial management, and strategic planning. Held public affairs and communications executive positions formerly with the University of Notre Dame and Dow Corning Corporation. Serves as Vice President of the Wisconsin Public Television Friends Board and is a member of the Saginaw Valley State University Foundation Board. NSS 2015.
COL (Ret) Jeffrey R. (Jeff) Elliott
Partner with the Pennsylvania law firm of Kozloff Stoudt, P.C., where he has practiced since leaving active duty in 1987, concentrating in employment and workplace litigation in state and federal courts. On active duty, he was a Staff Judge Advocate (SJA) for the 1st Infantry Division, Fort Riley, Kansas. Once in the Pennsylvania Army National Guard, he held a variety of legal positions with the 28th Infantry Division, culminating as the Division SJA. Thereafter until 2013, he served as the Pennsylvania State Judge Advocate, the ranking military lawyer in the state’s Army National Guard, and provided legal advice on a range of military and domestic issues to the Adjutant General. USAWC Class of 2005.
COL (Ret) Mary Alison (Alison) Jameson
Compliance attorney at the Drug Enforcement Administration for the past five years, and in a similar position prior with the FBI. While in Germany for eight years earlier, she assessed the effectiveness of programs run by U.S. conventional military and special forces in Europe and Africa. She began her career as an active-duty U.S. Army Quartermaster officer and ultimately retired from the Army Reserve, specializing in transportation and logistics. As a U.S. government civilian attorney, she specialized in administrative law and civil litigation at the National Security Agency, as well as criminal and constitutional appellate law at the U.S. Court of Appeals for the Armed Forces. USAWC Class of 1999.
MG (Ret) Ronald L. (Ron or RJ) Johnson
Professor, School of Industrial and Systems Engineering and Faculty Leadership Fellow for Georgia Institute of Technology, Atlanta, GA. Former Senior VP for Referee Operations, National Basketball Association, NYC. Retired U.S. Army Engineer serving at all levels, including Army Installation Management Agency and U.S. Army Corps of Engineers. Civilian Aide to the SECARMY for Georgia (North). USAWC Fellow of 1995.
Ms. Kimball Ann (Kim) Lane
Practicing lawyer in insurance, reinsurance law, and complex business litigation at the firm of Duane Morris LLP in New York City. Member of the Association of the Bar of the City of New York, where she donates her services to its Veterans Assistance Project, Board of Governors of the Union League Club, formerly Co-Chair of the NY Women’s Bar Association Standing Committee on Professional Ethics and Discipline, Federal Defense Council, International Association of Defense Council, the Defense Research Institute and AIDA Reinsurance and Insurance Arbitration Society. NSS 2016.
Dr. David T. Lawrence
Energy executive, investor, advisor, and scientist with extensive global experience across the energy business, and in industry, academia and government. Current: Chairman, Lexplore Energy LLC and Lawrence Energy Group LLC; Chairman, Advisory Council Salk Institute Harnessing Plants Initiative; and founding member of the Yale Earth and Planetary Science Alumni Advisory Council. Past experience includes: EVP, Royal Dutch Shell Global Exploration; EVP, Shell Group Investor Relations; and VP, RDS Group Planning and Strategy. Led Shell Wind Energy and Americas LNG/Gas Monetization. Headed Shell Offshore Properties and Capital; Member, Shell UK Pension Management Board. Director, Stone Energy Co Board of Directors; Chairman, Advisory Board of the Yale Climate and Energy Institute, Commissioner, Aspen Institute Commission on the Arctic; Chairman, European Association of Geologists; and Engineers Advisory Committee. Board/Membership: Chairman, National Ocean Industry Association. NSS 2019.
Mr. Stephen (Steve) Linehan
Former Executive Vice President, Capitol One, Inc., responsible for overall capital and liquidity risk management, coordination of global funding, and oversight of the company’s investment portfolio. Prior to Capital One, he spent eight years as an Assistant Director with the Federal Deposit Insurance Corp. in Washington D.C., serving in both the Division of Resolutions and the Division of Insurance. Prior to the FDIC, he spent six years in the commercial banking and thrift industry, primarily focused in the area of asset/liability management. NSS 2011.
BG (Ret) Barbara (Lynne) Owens
Strategic advisor within U.S. Customs and Border Patrol. Responsible for developing and implementing new laws and policies which are designed to better support Border Patrol Agents, developing communication plans and strategies aimed at both internal and external departments, and preparing and presenting to senior leaders on various Human Resource initiatives. Retired from U.S. Army Reserve as the Deputy Commanding General, Human Resources Command. USAWC Class of 2009.
LTG (Ret) Joseph F. (Joe) Peterson
Senior business executive and national security consultant/advisor since U.S. Army career of 38 years and multiple assignments and deployments, culminating as Deputy CG and Chief of Staff, Forces Command. Commanded 1st Cavalry and 3d Infantry Divisions. Former VP, Business Development and Army and Special Operations Forces Programs, Raytheon Missile Systems, Tucson and Project Lead and Director, Knowledge Point LLC, UAE. Expertise includes management of multi-billion dollar programs and budgets within the Department of Defense and industry. USAWC Class of 1994.
BG (Ret) Roger W. Scearce
Founding partner of Vanguard Advisors LLC, Arlington, VA, providing advisory and consulting services to business and government leaders. Prior to that, he was Sr. VP for American Management Systems. Final two Army assignments were Deputy Director, Defense Finance and Accounting Service (DFAS) and Commandant of the U.S. Army Finance School/Chief of the Finance Corps. Veteran of Desert Shield/Desert Storm as the Asst. Chief of Staff, Resource Management, then later as Chief of Staff, 22d Support Command. Former USAWC faculty member and Commander, 266th Theater Finance Command, U.S. Army Europe. Has served on the Andrews Federal Credit Union Board for over 25 years and also on the Board of The Flag and General Officers Network, a non-profit, combat veterans organization. Holds Accounting degree, with a minor in Economics, from Florida Southern College and MBA from Syracuse University. USAWC Class of 1990.
Ms. Ellen W. Shumway
Senior Executive Director, Strategy and Investments for Principal Global Investors (PGI), the asset management arm of Principal Financial Group. Oversees two of the boutique asset management businesses, as well as strategy and global marketing and product development for PGI. On the boards of Origin Asset Management, Finisterre Capital, PGI Europe Ltd and PGI LLC. Prior to joining Principal Global Investors in 2008, was Vice President-Corporate Strategic Development for Principal Financial Group. Background includes 15 years at McKinsey & Company, as a partner and leader in the firm’s North American insurance practice, and J.P. Morgan & Company, Inc. as an assistant treasurer. NSS 2017.
Ms. Mary Beth Sullivan
Senior Vice President, Portfolio Manager, Financial Advisor, and Financial Planning Specialist for Morgan Stanley, New York City. Member, Misericordia University Board of Trustees, Union League of NYC, and other associations and organizations. Licensed Series-65, Investment Advisory Agent, and Series-7, General Securities License. NSS 2016.
Mr. William B. (Bill) Summers, Jr.
Retired Chairman and past President and CEO of McDonald Investments, Inc. and past VP of its successor KeyCorp and Key Capital Partners. His numerous leadership positions in McDonald & Company included Partner-in-Charge of Municipal Bond Trading and Underwriting, VP for Institutional Fixed-Income Sales, Chairman and CEO of McDonald & Co. Securities and McDonald & Co. Investments. He is a past member of the Board of Executives of the NY Stock Exchange and a current member of their Committee for Review. Active in a number of securities industry activities, on various boards, and in a host of civic and charitable activities. NSS 2016.
MG (Ret) Margaret C. (Peggy) Wilmoth
Executive Dean/Associate Dean of Academics, School of Nursing, University of North Carolina. Former Dean and Professor of Nursing at Georgia State University, University of Kansas, Central Missouri State University and University of Delaware. Retired U.S. Army Nurse serving at all levels on active duty and in the U.S. Army Reserve. USAWC Class of 2001.
BG (Ret) Wilbur E. Wolf III
Senior Partner/Owner, Aquila Strategy and Operations Group LLC, assisting clients overcome organizational, performance, and leadership challenges. Retired U.S. Army and Pennsylvania National Guard officer with 32-year experience (10 years active and 22 years Guard) with multiple assignments and deployments, primarily in Aviation (dual rated in Helicopter and Fixed Wing) and Military Intelligence. Chairman, President, and CEO of RiverStewards Blend, Inc. focusing on the health of our local waterways, and President and Owner of Wolf Creek Associates Consulting, and Director of Marketing, Acclaim Systems, Inc. Former Manager, KPMG Consulting, Newport, RI, and Harrisburg area. USAWC Class of 2006.
BG (Ret) Twanda E. (Tia) Young
Executive-in-Residence and Adjunct Professor with Bowie State University’s College of Business, and a Trustee on the Claflin University Board of Trustees, after a 32-year military career in the U.S. Army and Army Reserve. Her last military assignment was Deputy Commanding General for the Army’s Human Resources Command, the nation’s largest human resources organization. She also served as the U.S. Army Reserve’s Human Resource Director, and as the Chief, Strategic Initiatives, Afghanistan – Kabul with NATO Training Mission-Afghanistan/ Combined Security Transition Command-Afghanistan. She led the U.S. Army’s COVID-19 Voluntary Retiree Recall Task Force to provide urban augmentation medical support in combating the pandemic. USAWC Class of 2015.
BG (Ret) Irene M. Zoppi (Rodriguez)
Current Chief, Executive Branch & Non-Title 50 Agencies serving under Customer Outreach and Advocacy, National Security Agency. Former Program Director for the National Intelligence University. Retired with over 35 years of U.S. Army service, both Active and Reserve, and was the first female Puerto Rican General in U.S. Army Reserve history. Subject matter expert on Strategic Intelligence, Humanitarian Assistance, Unity of Nations, and Diplomatic Military Affairs, with special emphasis on the Western Hemisphere and the Caribbean. Senior key assignments included U.S. Army South, 200th Military Police Command, and U.S. Southern Command. Currently serves in numerous volunteer positions supporting Blue Star families, Maryland educational institutions, and workplace advancement for numerous populations. USAWC Class of 2012.
Mr. Frank C. Sullivan, Vice Chair Emeritus
Chairman and CEO of RPM International Inc., a holding company of world leaders in specialty coating and sealants. Prior to joining RPM as a Regional Sales Manager in 1987, he held various commercial lending and corporate finance positions at Harris Bank and First Union National Bank. Serves on the Boards of both profit and not-for-profit organizations, to include The Timken Company, American Coatings Association, Cleveland Rock and Roll Hall of Fame and Museum, Greater Cleveland Partnership, Ohio Business Roundtable, Chamber of Commerce of the U.S., Cleveland School of Science and Medicine, and the Medina County Bluecoats.
LTG (R) Richard F. (Rich) Timmons, President Emeritus
Past President, Army War College Foundation, 2000-2010.President, American Short Line and Regional Railroad. Association Commander of 8th Army, Republic of Korea, 1995-1997.Commander, 7th Infantry Division, 1993-1994. USAWC Class of 1984.
Mrs. Charlotte Watts, Trustee Emerita
Chairman of the Board of the Russell Pearce Heuer and Elizabeth Crimian Heuer Foundation. The USAWC has named the Francis W. De Serio Chair for Strategic Intelligence after her late husband.
Dr. Elihu (Elly) Rose, Trustee Emeritus
Partner, Rose and Associates, a NYC real estate investment and management firm. Chairman of the Board of the Quarterly Journal of Military History. Board of Trustees: Teachers College of Columbia University, WNET, Lincoln Center Theater and other non-profits. NSS 2005.
Mr. Russell T. (Russ) Bundy, Foundation Advisor
Founder and CEO of the Bundy Companies, a world leader in the manufacture of baking pans and coatings. Former member of U.S. Army War College Board of Visitors.