Charles Bullock
Charles Bullock, Ph.D., Board Chair

Dean, College of Applied Sciences and Arts
San Jose State University

A visionary leader in higher education, Charlie Bullock also is an expert on inclusion of people with disabilities.

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Dr. Charles Bullock
Dean, College of Applied Sciences and Arts
San Jose State University

Dr. Charles Bullock, dean of the College of Applied Sciences and Arts at San Jose State University, has helped The Health Trust strengthen its ties to the local university community and lends his expertise in public health. Charlie is a visionary leader in higher education and an expert on the inclusion of people with disabilities, especially in sport and recreation. He came to SJSU in January 2009 from the University of Nevada, Reno, where he was Dean of the College of Health and Human Sciences. Prior to his time in Reno, he had been on faculty for 17 years at the University of North Carolina at Chapel Hill.

Charlie holds B.A. and M.S. degrees from the University of North Carolina at Chapel Hill, and a Ph.D. from the University of Illinois at Urbana-Champaign.

Roberta L. Robins
Roberta L. Robins, J.D., Board Vice Chair

Founder
Robins Law Group

Roberta L. Robins is founder of Robins Law Group, specializing in intellectual property matters. Roberta is a long-time advocate of women’s issues, including women’s health, gender abuse and gender bias.

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Roberta L. Robins, JD
Founder
Robins Law Group

Roberta L. Robins is founder of the Robins Law Group, a law firm specializing in intellectual property matters. Roberta has over 25 years of experience in the patent field and specializes in biotechnology, including the areas of vaccines, therapeutics, molecular biology, immunology and genetics.

Roberta has a wide range of interests and is a long-time advocate of women’s issues, including women’s health, gender abuse and gender bias. She is currently on the Board of the Organization for Refuge, Asylum and Migration (ORAM) whose mission is to advocate for refugees fleeing sexual or gender based violence. She is also on the Board of the Women’s Intellectual Property Law Association (WIPLA), an organization dedicated to providing a forum for interaction, communication and support among women intellectual property lawyers and promoting the honor and dignity of women in the intellectual property legal profession. Roberta has served as a trustee of Montalvo Arts Center, whose mission is to foster community engagement through the creation and presentation of multidisciplinary art.

Roberta received a B.S. degree in Biological Sciences from San Jose State University and a J.D. from the University of California, Hastings College of the Law. She also pursued several years of graduate work in cell and molecular biology at San Francisco State University and worked as a researcher in genetics at the University of California-San Francisco.

Cindy Ruby
Cindy Ruby, Board Secretary

Community Volunteer

Cindy Ruby has served as a member of the Saratoga Union Elementary School District Board of Trustees and on several other nonprofit boards.

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Cindy Ruby
Community Volunteer

Cindy Ruby, a long-time community volunteer, has served as a Saratoga Union Elementary School District Board Member, a FIRST 5 Commissioner and Chair, and a member of several nonprofit boards. A former elementary school teacher, Cindy has significant experience supporting education throughout Silicon Valley. She holds a B.A. in Psychology from Stanford University and has been involved in a number of school fundraising campaigns.

Juan A. Benitez
Juan A. Benitez

Consultant

Juan A. Benitez has over 36 years of senior managerial and business experience with companies such as General Motors, Johnson & Johnson, Mostek, and Micron Technology. He has also served on several Boards of Directors of different public companies.

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Juan A. Benitez
Consultant

Juan A. Benitez has significant leadership experience in the government, nonprofit and technology sectors. A former Deputy Commerce Undersecretary, he also has significant experience working internationally in the field of microfinance. Juan has held numerous top leadership positions, serving as a C-Suite executive for technology companies. At Micron Technology, he joined the founding group and served as President and on the board of directors. Juan currently provides management consulting services to boards and senior management, and serves on the advisory board of several technology companies.
In 1965, when he was 16, Juan came to the United States alone from Cuba as a political refugee.

Darren A. Cde Baca, CIMA, CFP
Darren A. Cde Baca, CIMA, CFP

Regional Vice President
Ivy Funds

Darren A. Cde Baca brings more than 30 years of experience in the investment management business to The Health Trust board of trustees.

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Darren A. Cde Baca, CIMA, CFP
Regional Vice President
Ivy Funds

Darren Cde Baca, Regional Vice President for Ivy Funds, has more than 30 years of experience in investment management. Before joining Ivy Funds in 2006, he was with Dreyfus, where he was both wholesaling and managing the retail and institutional distribution for the Western half of the United States. He also served as the National Sales Manager for The Royce Funds and spent 12 years at PaineWebber (now UBS) in various marketing positions. Darren obtained his B.A. in Economics from Dartmouth College in 1982.

Michael Celio, J.D.
Michael Celio, J.D.

Partner
Keker & Van Nest LLP

An experienced attorney specializing in white-collar criminal cases, Michael Celio brings strong analytical skills to The Health Trust.

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Michael Celio, J.D.
Partner
Keker & Van Nest LLP

Michael Celio is a partner with the San Francisco law firm Keker & Van Nest LLP, specializing in white-collar criminal cases, complex civil litigation, and enforcement actions brought by the U.S. Securities and Exchange Commission or the Department of Justice. An experienced trial lawyer, Michael has significant expertise defending civil and criminal cases involving antitrust actions, shareholder lawsuits and theft of trade secrets.

Michael earned a B.A. degree from Stanford University, an M.S. from the London School of Economics and a J.D. from Harvard Law School. He brings strong analytical skills to organization’s complex challenges and helps engage the legal, venture capital and technology communities in the work of The Health Trust.

Frederick J. Ferrer, M.S.
Frederick J. Ferrer, M.S.

Chief Executive Officer
The Health Trust

A community leader with more than 30 years of experience in Silicon Valley, Fred Ferrer is a nationally recognized expert in both child development and nonprofit leadership strategies.

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Frederick J. Ferrer, M.S.
Chief Executive Officer
The Health Trust

Frederick J. Ferrer, a nationally recognized expert in child development and nonprofit leadership strategies and an active community leader in Silicon Valley for more than 30 years, was named Chief Executive Officer of The Health Trust in November, 2007.

Prior to joining The Health Trust, Ferrer headed his own national consulting firm, Manzanita Solutions, where he worked with nonprofit groups on visioning, nonprofit management policies and practices, and effective strategies working with families. Previously he served as Executive Director of Estrella Family Services in San Jose for 19 years, where he grew the organization from serving 74 children initially to multiple programs that touched the lives of more than 1,000 young children and their families every year. His expertise in child development and family support was put to good use in his volunteer positions as past chair and commissioner of the FIRST 5 Commission of Santa Clara County and as a current board member of Rocketship Charter Elementary Schools.

Ferrer’s community involvement has also spanned a wide range, including American Leadership Forum Silicon Valley where he is a member of Class XI and a former member of the Board. He was honored with the coveted John Gardner Leadership Award from ALF, PACT’S Community Builder Award, Gardner Health Center’s Silent Heroes in Health Care Award, Santa Clara County Human Relations Award and the Kindred Spirit Award from the Children’s Discovery Museum. He served on the board of United Way Silicon Valley and is a community advisor to the John S. and James L. Knight Foundation.

Ferrer holds a B.S. degree from Santa Clara University and an M.S. from San Jose State University. He is also a graduate of the Performance Measurement for Effective Management of Nonprofit Organizations and Strategic Perspectives in Non-Profit Management Program at Harvard University. He was on the adjunct faculty at Santa Clara University’s Graduate School of Education for 11 years. He has been on the adjunct faculty at De Anza College for over 20 years.

Martin L. Fishman, M.D., M.P.A.

Martin L. Fishman, M.D., M.P.A.


Ophthalmologist

As private practitioner and clinical professor at Stanford University, Marty has a unique insight into the workings of the health community. An active staff member of El Camino Los Gatos Hospital and the Good Samaritan Hospital of Los Gatos, he brings this knowledge to the board of The Health Trust.

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Martin L. Fishman, M.D., M.P.A.

Ophthalmologist

Dr. Martin Fishman has been in private practice in Los Gatos since 1976. He is a clinical professor of Ophthalmology at Stanford University, co-director of the Eye Pathology Laboratory at Stanford and Director of Pathology Section, Bay Area Ophthalmology Course at Stanford. He is an active staff member of El Camino Los Gatos Hospital, Good Samaritan Hospital and El Camino Ambulatory Surgery Center. Marty has served as Chairman of the Department of Ophthalmology at both Good Samaritan Hospital and Community Hospital of Los Gatos. He currently belongs to the following organizations: American Association of Ophthalmic Pathologists, California Association of Ophthalmology, American Academy of Ophthalmology, MDEyePAC, CALPAC, American Medical Association, California Medical Association and Santa Clara County Medical Association. He has been a Fellow of the American Academy of Ophthalmology since 1976. He currently serves as a Trustee on the Board of the California Medical Association.

Marty graduated Phi Beta Kappa from University of California-Berkeley with a B.S. in Medical Sciences and received his M.D. Alpha Omega Alpha from the University of California-San Francisco School of Medicine. He was a Clinical Fellow at the National Institutes of Health from 1974-1976. In 1995 he obtained an M.P.A. in Health Care Administration from St. Mary’s College.

Marianne Jackson
Marianne Jackson

President & Founder
3g Human Capital Consulting

Marianne Jackson has devoted her career to leading effective human capital strategies. She has served as Chief Human Resources Officer in some of California’s best known corporations.

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Marianne Jackson
President & Founder
3g Human Capital Consulting

Marianne Jackson has 20 years of experience as the Chief Human Resource Officer in some of California’s best known corporations. Her experience spans both healthcare and technology industries including Cisco Systems, Palm, Sandisk, Sun Micro Systems and Blue Shield of California. She is well known for her practical approach to organizational effectiveness, executive coaching, workforce optimization, strategic planning and culture-shaping.

Marianne recently retired from Blue Shield of California after serving as their Chief Human Resource Officer for nearly ten years. She is credited with leading a critical shift in Blue Shield’s legacy culture and is nationally known for the unique design of one of the most successful corporate wellness programs.

Marianne Jackson currently is the president of a human capital company that assists organizations with improving competitiveness. Her approach effectively links the business strategy with a targeted people strategy ensuring the right capabilities have been invested in and the culture propels performance. She speaks on a variety of topics including human capital planning, culture shaping, corporate wellness and C-level succession planning. She has addressed audiences such as: The Corporate Leadership Council, Argyle Forums, Oracle World, the HR Strategy Forum, The Economist Forum, and IMD International, a global business school.

Marianne holds bachelor’s degrees in Psychology and Sociology from University of California-Santa Barbara and has done graduate work at Santa Clara University.

David Katz
David Katz

Director, Center for Technology Integration
El Camino Hospital

David Katz leverages his extensive experiences as a senior executive and entrepreneur to help organizations define big visions and develop programs, products and market solutions.

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David Katz
Director, Center for Technology Integration
El Camino Hospital

David Katz leverages his extensive experiences as a senior executive and entrepreneur to help organizations define big visions and develop programs, products and market solutions. He is the Director of the Center for Technology Integration at El Camino Hospital. Prior to this position, he was the Executive Director of Smart Health/Joint Venture Silicon Valley. He was also the founder and CEO of EVista Consulting Services, Inc. Other experience includes 5 years at 3Com Corporation in various positions ranging from Vice President of Strategic Alliances to Director of Global End User Marketing, and 3 years as Executive Director of the San Jose Education Network. He has a decade of teaching experience. He received his B.A. from the University of Chicago, and an M.A. and MBA from Stanford. He is an Arjay Miller Scholar, signifying graduate in top 10% of class at Stanford. David and his wife currently reside in San Jose.

Emily Lam, M.P.P.
Emily Lam, M.P.P.

Senior Director of Health Care and Federal Issues
Silicon Valley Leadership Group

As the Silicon Valley Leadership Group’s resident expert on health care, Emily Lam has deep understanding of the forces that shape health policy at the state and federal levels.

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Emily Lam, M.P.P.
Senior Director of Health Care and Federal Issues
Silicon Valley Leadership Group

Emily Lam is the Senior Director of Health Care and Federal Issues for the Silicon Valley Leadership Group, a public policy trade association representing over 360 of Silicon Valley’s most respected employers on issues, programs and campaigns that affect the economic health and quality of life in Silicon Valley.

Emily directs the organization’s activities around health care policies and programs and is currently involved in helping implement health care reform at the state and national level, representing the employer perspective with a focus on cost containment; minimizing regulatory and time burdens; and wellness and prevention.

Previously, Emily worked for a start-up health care IT company establishing business processes to increase efficiency while ensuring Sarbanes-Oxley compliance and collaborated with the Centers for Medicare and Medicaid Services to make available all the Medicare Part D formularies in electronic format. Prior to that, she served as the management analyst for the Director of the San Mateo County Health Department, where she led the county health disparities initiative and helped develop the Health Policy and Planning division. Emily has also worked in Washington D.C. for the research and consulting firm, The Lewin Group, where she had a wide variety of clients including DHHS, CMS, state health departments, non-profits, foundations, pharmaceutical and insurance companies, and trade associations.

Emily received a B.A. with Honors in Community Health from Brown University and a Master’s in Public Policy from Harvard University with an emphasis in Strategic Management.

Monique H. Lambert, Ph.D.
Monique H. Lambert, Ph.D.

Researcher

Monique H. Lambert has a distinguished career in health care technology that includes research, instruction and publication.

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Monique H. Lambert, Ph.D.
Researcher

Monique H. Lambert has a distinguished career in ethnographic health services research and human-centered design and implementation of technology-supported healthcare delivery systems. Much of her research has involved ethnographic studies of health care delivery systems and clinical work practices spanning inpatient, outpatient and home delivery environments.

Monique is Medical Ethnographer and Investigator in the David Druker Center for Health Systems Innovation at Palo Alto Medical Foundation, a multispecialty medical practice within the Sutter Health network. Prior to joining PAMF, she worked in Intel’s Digital Health Group, where she led global ethnographic studies of inpatient and outpatient healthcare delivery systems and drove design and clinical implementation of mobile point-of-care health information technologies for acute care, and remote health management systems for home-based chronic care delivery.

Monique holds a Ph.D. in Engineering from Stanford University and a M.S. in Materials Science and Engineering from the University of Washington.

Kathy Meier McCarthy, J.D.
Kathy Meier McCarthy, J.D.

Chief Administrative Officer/General Counsel
EMQ FamiliesFirst

In addition to practicing law for 30 years, Kathy Meier McCarthy is a former President and member of the Santa Clara County Bar Association.

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Kathy Meier McCarthy, J.D.
Chief Administrative Officer/General Counsel
EMQ FamiliesFirst

Kathy Meier McCarthy is Senior Fellow of the American Leadership Forum-Silicon Valley and Immediate Past Chair of its Board of Directors. She is a member of the Board of Visitors for the Santa Clara University School of Law and Past President of the Santa Clara County Bar Association. Kathy was named a Woman of Influence in 2008 by the Silicon Valley Business Journal and has been named to San Jose Magazine’s Top 300 Lawyers and named a Super Lawyer by San Francisco Magazine. Kathy was also named as a Top Lawyer in Labor and Employment Law by Corporate Counsel Magazine. She has been recognized in the Best Lawyers in America publication since 2008.

David Neighbors
David Neighbors, C.P.A., M.S.T.

Partner
GALLINA LLP

In addition to having more than 20 years of business experience in Silicon Valley specializing in corporate and individual tax compliance and planning, David Neighbors is an active volunteer who has assumed leadership roles with several community institutions.

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David Neighbors, C.P.A., M.S.T.
Partner
GALLINA LLP

David Neighbors is a partner in GALLINA LLP’s Silicon Valley Tax Practice and has more than 20 years of business experience in Silicon Valley specializing in corporate and individual tax compliance and planning. He has experience in the areas of compensation planning, start-up and emerging growth issues, mergers and acquisitions, accounting for income taxes, research credits and stock option planning.

Prior to joining GALLINA, David was with KPMG Peat Marwick and Ernst and Young in San Jose. He works with high net worth individuals, closely held businesses, partnerships, limited liability companies, nonprofit organizations and fiduciaries. An area native, David graduated from San Jose State University with a B.S. degree in Business with an Accounting emphasis and a M.S. degree in Taxation.

David is involved in many professional and civic organizations in the community. He is an active member of the AICPA and Past President of the Silicon Valley/San Jose Chapter of the California Society of Certified Public Accountants. He is a member of the adjunct faculty at San Jose State University’s Lucas Graduate School of Business and a member of the Board of Trustees for The National Hispanic University Foundation and the Beta Alpha Psi Scholarship Committee at San Jose State University. Additionally, he has served on the Governing Board of the Berryessa Union School District and on the East Side Union High School District’s Audit Committee. He regularly volunteers his time helping local non-profit organizations with their annual tax filings and has served as a board member of the Big Brothers and Sisters of Santa Clara County and Alum Rock Counseling Center.

Richard P. Triolo, J.D.
Richard P. Triolo, J.D.

Senior Vice President
Allianz Global Investors

With over 25 years of experience in the investment industry, Richard Triolo is a valuable member of The Health Trust’s board of trustees. He has extensive experience working with foundations, endowments and non-profits, ERISA plans, private family offices and ultra high net worth clients.

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Richard P. Triolo, J.D.
Senior Vice President
Allianz Global Investors

Richard Triolo is a Senior Vice President for Allianz Global Investors with over 25 years of experience in the investment industry. He has extensive experience working with Foundations, Endowments and Non Profits, ERISA Plans, Private Family Offices and Ultra High Net Worth Clients.

Richard received his B.A. in Political Science from Iona College in New Rochelle, New York in 1971 and his D.J. from the University of Tennessee, College of Law in 1978. Following graduation, he practiced law in San Francisco specializing in tax and estate planning matters. Richard is a member of the State Bar of California, the Investment Management Consultants Association (IMCA), and is a nationally recognized speaker and author on Advanced Fiduciary and Investment Management topics. Richard is also on the Faculty at IMCA where he teaches the Legal Fiduciary Responsibilities section of the CIMA class in the executive education program taught at the Wharton School of Business and at the University of California, Haas School of Business. Richard is also on the IMCA Committee for the development of the Foundations and Endowments Certificate Program which will be offered at the Wharton School of Business in 2006.

Richard has been a featured speaker for the Investment Management Consultants Association (IMCA), the Association of Professional Investment Consultants (APIC), The Consulting Group University, The Consulting Group University Graduate School, the State Bar of California Annual Meeting and numerous continuing education workshops for both attorneys and CPA’s.