The members of the CastleOak Advisory Board are:
Milton M. Irvin
Chairman of CastleOak Securities Advisory Board
Milton Irvin serves as the Chairman of CastleOak Securities. Mr. Irvin is a former Managing Director, and Americas Head of Diversity and Inclusion for UBS. Before joining UBS, he served as President and Chief Operating Officer of Blaylock & Partners, a minority investment banking firm, and Imbot.com, an Internet start-up. Previously, Mr. Irvin spent nearly twenty years at Salomon Brothers, holding positions in Fixed Income Sales and Sales Management.
Mr. Irvin serves on the Wharton Graduate Executive Board. In 1994, President Clinton appointed him to the Advisory Committee of the Pension Benefit Guaranty Corporation and served as its Chair from 1995 to 1998. A founding member of the Executive Leadership Council, Mr. Irvin serves on its Foundation Board.
Robert J. Brown
Robert J. Brown is Chairman and Chief Executive Officer of B&C Associates, Inc., a management consulting, marketing research and public relations firm headquartered in High Point, North Carolina. He is also the Chairman and CEO of B&C International, Inc., and President of International BookSmart Foundation.
B&C was founded in 1960 and has been privileged to serve many of the Fortune 500. Some of the companies listed in B&C's extensive client portfolio include Sara Lee Corporation, USAA, General Motors Corporation, Coca-Cola Company, Nissan Corporation, Michelin North America, Lowe’s, Inc., AutoNation, Inc., Freddie Mac, Sprint, Rooms To Go, Blue Cross Blue Shield of North Carolina, and Office Depot, DeBeers, Inc. and Save-A-Lot.
A native of North Carolina, Brown attended North Carolina Agricultural and Technical State University and Virginia Union University. In 1956, he entered the field of law enforcement, serving first as a local police officer and then as a federal agent with the U.S. Department of the Treasury. He established B&C Associates, Inc., in 1960 and served as President and CEO until 1968 when he took a leave of absence from the company to serve as Special Assistant to President Richard Nixon. He returned as Chairman and CEO of B&C Associates, Inc., in 1973.
Brown serves as a member of the boards of AutoNation, Inc. (Fort Lauderdale, Florida) and Blue Ridge Holdings, Inc. (Charlotte, North Carolina).
Brown has recently retired from the boards of Duke Energy, Wachovia Corporation and Sonoco Products Company.
As a strong supporter of youth, education and non-violent programs, Brown serves on the boards of High Point University, Boston University (Board of Overseers), Virginia Union University, NCAA Leadership Advisory Board, National Urban League, Wake Forest University Baptist Medical Center Board of Visitors, Horatio Alger Association and the Richard Nixon Foundation.
Numerous colleges, universities and national organizations have honored Brown. He holds ten honorary doctorate degrees and six national achievement awards. He has also been honored as a recipient of the Horatio Alger Association of Distinguished Americans Award, the Small Business Administration's Lifetime Achievement Award, the United Way of Greater High Point’s 2002 Alexis de Tocqueville Society Award, The High Point Enterprise 2005 Citizen of the Year Award, the U.S. Department of Commerce’s Minority Business Development Agency’s 2006 Abe Venable Legacy Award for Lifetime Achievement, the U.S. Department of Commerce Minority Business Development Agency’s 2007 National Director’s Legacy Award for Lifetime Achievement and the National Urban League’s 2009 Collins Award.
Brown resides in High Point, North Carolina.
Dr. William R. Harvey
Dr. William R. Harvey is President of Hampton University and 100% owner of the Pepsi Cola Bottling Company of Houghton, Michigan. A native of Brewton, Alabama, he is a graduate of Southern Normal High School and Talladega College. He earned his doctorate in College Administration from Harvard University in 1972. Before coming to Hampton thirty-two years ago, he held administrative posts at Harvard, Fisk, and Tuskegee universities.
As President of Hampton University since 1978, Dr. William R. Harvey has introduced innovations which have solidified Hampton’s stellar position among the nation’s colleges and universities. His innovative leadership is reflected in the growth and quality of the University’s student population, academic programs, physical facilities, and financial base. His outstanding leadership skills are exemplified by the appointment of fourteen former Hampton University administrators to CEO positions at other institutions during his tenure.
Since Dr. Harvey became President, student enrollment has increased from approximately 2,700 to approximately 6,300. Seventy-six new academic programs have been introduced including PhD’s in physics, pharmacy, nursing, atmospheric and planetary science, and physical therapy. During that time, he has built 18 new buildings.
An astute businessman, the budget has been balanced with a surplus every year of his presidency. Dr. Harvey initiated a university-owned commercial development consisting of a shopping center and 246 two-bedroom apartments. All after-tax profits from the Hampton Harbor Projects are primarily utilized for student scholarships. Additionally, the Project creates jobs, provides services, has increased the number of African-American entrepreneurs, and expanded the tax base in the City of Hampton.
As a fundraiser, he is considered one of the best in the country. When Dr. Harvey became President, Hampton’s endowment was at $29 million. Today, that endowment stands in excess of $250 million.
His achievements have been recognized through inclusion in Personalities of the South, Who’s Who in the South and Southeast, Who’s Who in Black America, Who’s Who in Education, International Who’s Who of Intellectuals, Two Thousand Notable Americans, Who’s Who in Business and Finance, and Who’s Who in America.
Dr. Harvey is married to the former Norma Baker of Martinsville, Virginia, and they have three children—Kelly Renee, William Christopher, and Leslie Denise—and three grandchildren—Taylor, Gabrielle, and Lauren.
James Tammaro, Co-Founder of Tandem
Prior to co-founding Tandem, a global asset management firm, Mr. Tammaro was most recently Managing Director/Global Head of Relationship Management, Financial Institutions Group & Hedge Funds at HSBC Securities, (USA) Inc. Previously, he was a Partner and Senior Managing Director with Blaylock & Partners LP. Mr. Tammaro spent most of his professional career with Merrill Lynch from 1982 through 2003. At the time of his departure from Merrill Lynch, he was a senior managing director in charge of marketing and sales in the Alternative Investment Group.