Three Professionals Join Leadership Assembly, 2021 Chair and Vice Chair Announced
DENVER—The National Endowment for Financial Education® (NEFE®) welcomes three new members to its Board of Trustees. Megan Gorman, founder and managing partner of Chequers Financial Management in San Francisco; Robin Nunn, partner with Morgan, Lewis & Bockius in Washington, D.C., and New York; and Connie Weaver, chief marketing officer at Equitable in New York, have joined the 18-member board.
“We are delighted to welcome Megan, Robin and Connie, all of whom provide exceptional expertise and insight that perfectly complements the other highly esteemed professionals that drive our organizational leadership,” says Billy J. Hensley, Ph.D., president and CEO of NEFE. “We are fortunate to have a group of dedicated trustees who exhibit passion and thoughtfulness in helping advance financial education.”
The NEFE Board of Trustees also announces that it has named Greg Maged, co-founder and CEO of Clarity Cosmetics, Inc., in Bethesda, Md., as chair for 2021; and Colleen Walker, CEO of Auraria Higher Education Center in Denver, as vice chair. Helen Norris, vice president and chief information officer at Chapman University in Orange, Calif., will serve as chair emeritus.
“During a time of significant change, NEFE strives to be the definitive and consistent advocate for financial education,” says Maged. “In support of that mission, we’re excited to continue to enhance the perspectives and capabilities of the board with the addition of Megan, Robin and Connie.”
Megan Gorman
Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high net worth tax and financial planning firm in San Francisco. Her clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning.
Gorman is a senior contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including the Wall Street Journal, the Washington Post, CNBC and US News. She also speaks on topics including taxes, retirement and estate planning. Gorman spent the first part of her career as a vice president at Ayco, a Goldman Sachs Company and BNY Mellon Wealth Management. She has a bachelor’s degree in history from Bryn Mawr College and a JD from Rutgers School of Law. Gorman currently serves on the Rutgers Law School Alumni Board. She will be an adjunct professor of law in Spring 2021 at Golden Gate School of Law.
Robin Nunn
Nunn has a wealth of experience gained in private practice as well as working in-house for Fortune 500 companies. Her practice focuses on complex civil litigation, enforcement litigation, white collar defense, transactional due diligence, creation and review of corporate compliance programs, and investigations. She also counsels on novel issues connected to new communication technologies, blockchain, cryptocurrencies, payments, artificial intelligence and big data. Nunn also is a co-leader of Morgan, Lewis & Bockius’ banking industry team.
Nunn has handled high-stakes cases on behalf of a wide range of clients, including banks, financial services firms, fintech companies, pharmaceutical companies, technology companies and private equity firms. She advises on privacy, cybersecurity, breach investigation, breach reporting and breach responses, and has assisted clients on compliance with multiple consumer protection acts. Nunn also has represented individuals and institutions before a number of U.S. agencies, including the Consumer Financial Protection Bureau, the U.S. Department of Justice, the U.S. Department of Housing and Urban Development, the Federal Trade Commission, the Federal Reserve Board, the Federal Deposit Insurance Corporation, and the Office of the Comptroller of the Currency, as well as state attorneys general and state banking regulators. She is often called on by the national media for commentary.
Nunn maintains an active pro bono and diversity and inclusion practice and has been awarded a Pro Bono Publico Award for her representation of immigrant adults and children and led a prisoner rights case which led to the reversing of a wrongful dismissal in McPeek v. Blanchard (8th Circuit). She has a bachelor’s degree from Dartmouth College and a JD from the University of Chicago Law School.
Connie Weaver
Weaver is the chief marketing officer of Equitable and a member of the company’s Operating Committee. She oversees and aligns marketing, digital, and insights and analytics efforts to advance business objectives and grow the strategic value and positioning of the company through deeper client engagement and an enhanced end-to-end client experience. Weaver is focused on implementing programs to advance the company’s holistic approach to helping clients reach their goals, allowing more Americans to face the future with confidence. Since joining the company in 2019, Weaver has played a key role in the launch and positioning of the Equitable brand in the marketplace.
Prior to joining Equitable, Weaver served as senior executive vice president and chief marketing and communications officer at TIAA, where she oversaw the transformation of the company’s marketing strategy, digital experience and brand. Previously, she was senior vice president and chief marketing officer at The Hartford, and served as executive vice president and chief marketing officer of AT&T. She also has led award-winning organizations in investor relations and marketing as an executive at Microsoft, McGraw-Hill and MCI. Weaver currently serves on the boards of Make-A-Wish America, National Council on Aging and Connecticut Public Media among others. She holds a Bachelor of Science with honors in textile science and marketing from the University of Maryland, and has completed the executive financial management program at Stanford University, the executive marketing management program at Columbia University, and the global strategic planning program at IMEDE (Switzerland).
Read more information on the NEFE Board of Trustees.
