Our Team

Holly Petraeus is the Director of BBB Military Line®, a program of the Council of Better Business Bureaus, Inc. providing consumer education and advocacy for servicemembers and their families. As such, she oversees a national program that works with the Department of Defense as a partner in the DoD Financial Readiness Campaign and fosters outreach from the 165 local Better Business Bureaus (BBBs) to military communities across the United States.

A military spouse of 33 years and a former Department of the Army civilian employee, Mrs. Petraeus has extensive experience as a volunteer leader in military family programs. In that role she has worked with local, state and national legislators on issues affecting Army families, to include testifying at two U.S. Senate hearings on deployment-related issues.

Mrs. Petraeus is a summa cum laude graduate of Dickinson College in Carlisle, PA. She is a recipient of the Secretary of the Army Public Service Award, the Boy Scouts of America “Service to Families” Award and the Department of the Army Outstanding Civilian Service Medal.

Jack Jacobs was born in Brooklyn, New York. He holds Bachelor’s and Master’s degrees from Rutgers University and entered the U.S. Army in 1966 as a second Lieutenant through the ROTC program. He served as a platoon leader in the 82nd Airborne Division, executive officer of an infantry battalion in the 7th Infantry Division and commanded the 4th Battalion, 10th Infantry in Panama. A member of the faculty of the US Military Academy, Jacobs taught international relations and comparative politics for three years, and he was a member of the faculty of the National War College in Washington, DC. He was in Vietnam twice, both times as an advisor to Vietnamese infantry battalions, and he is among the most highly decorated soldiers from that era, having earned three Bronze Stars, two Silver Stars and the Medal of Honor, the nation’s highest combat decoration.

Jacobs retired as a Colonel in 1987. He was a founder and Chief Operating Officer of AutoFinance Group, Inc., one the firms to pioneer the securitization of debt instruments; the firm was subsequently sold to Key Bank. He was a Managing Director of Bankers Trust, where he ran foreign exchange options worldwide and was a parnter in the industrial hedge fund business. He retired in 1996 to pursue investments. He is a principal of the Fitzroy Group, a firm that specializes in the development of residential real estate in London and invests both for its own account and in joint ventures with other institutions. He serves on a number of charitable boards of directors and is the Vice Chairman of Humanities and Public Affairs at the US Military Academy and is an on-camera and political analyst for NBC.

Prior to co-founding AQR Capital Management, Cliff was at Goldman, Sachs & Co. where he was a Managing Director and Director of Quantitative Research for the Asset Management Division. Cliff and his team at Goldman were responsible for building quantitative models to add value in global equity, fixed income and currency markets for Goldman clients and partners. Cliff has authored articles on many financial topics including multiple publications in the Journal of Portfolio Management and the Financial Analysts Journal. He has received the best paper award from the Journal of Portfolio Management twice (2001, 2003). From the Financial Analysts Journal he has received the Graham and Dodd Award for the year’s best paper (2003), a Graham and Dodd Excellence Award (2000), the award for the best perspectives piece (2004), and the Graham & Dodd Readers’ Choice Award (2005). In addition, the CFA Institute has awarded Cliff the James R. Vertin Award which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals.

Cliff is on the editorial board of the Journal of Portfolio Management, the editorial board of the Financial Analysts Journal, the governing board of the Courant Institute of Mathematical Finance at NYU, the Council on the Graduate School of Business and the university-wide Investment Committee at the University of Chicago, Co-head of the Leadership Council of the Robin Hood Foundation, and on the Board of the International Rescue Committee. Cliff received a BS in Economics from the Wharton School and a BS in Engineering from the Moore School of Electrical Engineering, both graduating summa cum laude at the University of Pennsylvania. He received an MBA with high honors and a Ph.D. in Finance from the University of Chicago where he was Eugene Fama’s student and teaching assistant for two years (he is still respectfully scared of Gene).

Jim Higgins is the Founder and Chief Executive Officer of Sorin Capital Management, an alternative investment management firm specializing in investments related to commercial real estate. Prior to founding Sorin, Mr. Higgins was Senior Managing Director and co-Head of Bear Stearns’ CMBS/Commercial Mortgage business, where he was responsible for all capital commitment, new issuance, securitization, secondary trading, structuring and research for CMBS, commercial mortgage whole loans and commercial real estate CDOs. Prior to Bear Stearns he was a trader for Smith Barney and began his career as a commercial real estate lender for American National Bank, a subsidiary of First Chicago.

Mr. Higgins has an MBA with a concentration in Real Estate Finance from the University of Texas and a Bachelor of Business Administration degree from the University of Notre Dame.

Mr. Morton joined Barclays Wealth in October 2009. Prior to that, Mr. Morton worked at Bank of America Merrill Lynch for 13 years. He served as Head of Market Investments and most recently as the COO for the Global Investment & Insurance Solutions group within Global Wealth Management. He previously worked in OTC Derivative Sales and began his career at PaineWebber Derivative Sales. After graduating from West Point, Mr. Morton served as an Infantry Officer in the United States Army for five years.

Mr. Morton holds a BA in Mechanical Engineering from the United States Military Academy at West Point and an MBA from the Wharton School of Business at theUniversity of Pennsylvania.

Dick is a Director of Strategic Consulting at Maritz Inc, a $1.6 billion performance improvement company specializing in customer loyalty, employee motivation, travel incentives and training. Dick focuses on global market research for the financial services and technology sectors where he is responsible for managing and growing the financial services group and helping clients improve revenue by measuring and increasing customer and employee satisfaction and loyalty. Prior to joining Maritz in 2003, Dick spent 11 years as the Managing Director of the Research and Consulting Group of Abt Associates. Prior to joining Abt, Dick spent 8 years managing his own international marketing consulting firm and 12 years as an international banker with Midland Bank (HSBC) and Banco Credito Nacional of Brazil.

Dick attended college at Bucknell University and graduate school at the Baruch School at CCNY. He was a Lieutenant with the 8th Special Forces Group from 1966 to 1969 and a member of the Army Reserve for two additional years. Dick is married with two grown boys and lives in Riverside, Connecticut. He is active in fundraising for many Greenwich Charities to include the Arch Street Student Center and the Old Greenwich Riverside Community Center. Dick is also very active in a fundraising and admissions role with his alma mater, Bucknell University.

Dan is a founding Partner of the Marshall Fund, the only US private equity fund operating in Iraq. Currently the Marshall Fund is acquiring and operating Iraqi businesses and has plans to operate in several other post conflict areas in the coming years. He has fifteen years experience in executive leadership positions in the private sector as a Managing Director at Convergent Wealth Advisors and at US Trust.

Dan has done considerable philanthropic work for veterans and national security causes including Operation Enduring Support, the Intrepid Fallen Heroes Fund, the USS Hornet aircraft carrier museum, Veterans for National Security Foundation, WildAid and the Project for National Security Reform (PNSR).

He is a graduate of West Point where his field of study was National Security and he then served for a total of five years in the Army. He holds an MBA from the Kellogg Graduate School of Business at Northwestern University. He has been awarded the Purple Heart, Airborne Badge and Ranger Tab.

Claudius (Bud) E. Watts IV is a Managing Director and Head of the Technology Buyout Group. He focuses on buyout and growth equity investments in larger companies focused on software, software enabled services, semiconductors, systems, and related distribution businesses. Prior to joining Carlyle in 2000, Mr. Watts was a Managing Director in the M&A group of First Union Securities, Inc. He joined First Union Securities when First Union acquired Bowles Hollowell Conner & Co., where Mr. Watts was a principal.

Prior to joining Bowles Hollowell, Mr. Watts was a fighter pilot in the U.S. Air Force. During his service, he was qualified as an instructor pilot in both the F-16 and A-10 aircraft and served in a number of leadership and operations management positions in the United States and abroad. Mr. Watts earned a B.S. in electrical engineering cum laude from The Citadel in Charleston, South Carolina, and an M.B.A. from the Harvard Graduate School of Business Administration. Mr. Watts is on the Board of Directors of CPU Technology, Firth Rixson, Ltd., Freescale Semiconductor, Open Solutions and SS&C Technology, Inc.

David is a partner at Apax Partners, a leading global private equity investment group operating across the United States, Europe and Asia. Founded in 1969, Apax has raised over $35 billion in capital to provide long-term equity financing to companies in a number of industries. Since 1994 David has been responsible for investments totalling over $2 billion in value in industries including apparel and retail, building products and distribution.

David is a graduate at the U.S. Military Academy at West Point and the Harvard Business School. He also served as an artillery officer in the U.S. Army where he participated in Operation Just Cause in Panama in 1989 with the 7th Infantry Division. He is a graduate of the U.S. Army Airborne and Ranger Schools. David is married and has four children.

Chris is a Senior Vice-President in the Global Wealth and Investment Management division of Bank of America, helping to manage new strategic corporate initiatives as a program manager. Prior to that role, he supported bank operations for 1,500 banking centers in the Northeast. Before joining Bank of America, Chris worked in security consulting and crisis management, serving high net worth individuals, international corporations, and U.S. Government agencies.

Chris is a graduate of Harvard Business School and the United States Military Academy. He served over six years on active duty, as a combat engineer platoon leader in the 82nd Airborne Division and a company commander the 25th Infantry Division, and served four more years as a reservist assigned to the U.S. Army Special Operations Command. He is married with one child.

Professor Reiling is the Baker Foundation Professor and Eli Goldston Professor of Business Administration, Emeritus at Harvard Business School. Professor Reiling is a member of the finance area at HBS. In the MBA program he teaches Tax Factors in Business Decisions and the interdisciplinary course, Leadership and Corporate Accountability. In the executive program he is faculty chair for Finance for Senior Executives and teaches in Strategic Finance for Smaller Companies. His articles have appeared in Harvard Business Review, Michigan Law Review and other journals. Professor Reiling co-founded a successful financial services company and has been a director or advisor board member of over a dozen organizations both for profit (publicly traded and privately owned) and not-for-profit. He is a graduate of Northwestern University (BA), Harvard (MBA) and Columbia (JD). He is a Regent and Alumni Trustee of Northwestern and has received its Alumni Merit and Service Awards.