Boston and New York City-based Equality Asset Management, a “next-generation” private equity firm, has formed an advisory board. Among those joining the board are Kim Goodwin of Avanico Holdings, Brent Henry of Mintz Levin, Jay McGonigle of FactSet and Luis Ubiñas of Electronic Arts.
Boston, Massachusetts, July 23, 2018 – Equality Asset Management (“Equality”), a next generation private equity firm whose mission is to help build exceptional companies for the long term while offering investors innovative fee structures, today announced that it has formed its Advisory Board, which will be responsible for providing Equality and its companies with strategic guidance, industry insight, and deep functional expertise. The board is comprised of the following six members, all who are seasoned executives with strong track records and diverse backgrounds: José Alvarez (Harvard Business School), Kim Goodwin (Avanico Holdings), Brent Henry (Mintz Levin), Jay McGonigle (FactSet), Susie Mulder (NIC+ZOE), and Luis Ubiñas (Electronic Arts).
“These six individuals are highly accomplished leaders in their fields,” said Thomas S. Roberts, Founder and CEO of Equality. “They are not only visionaries and thought-leaders, they are CEOs themselves, and long-time mentors to CEOs. Together, they provide a diversity of thought, disciplines, industries, and backgrounds. I am honored to have six such outstanding leaders join our Equality team.”
Equality Asset Management Advisory Board Biographies
José Alvarez is a leading expert in supply chain management logistics, marketing, and retail strategy. He is currently a member of the faculty at Harvard Business School. José most recently served as President and CEO of Stop & Shop, a subsidiary of Royal Ahold. Previously, he worked with Shaw’s Supermarkets, American Stores Company and Jewel Food Stores. José also served as a Board Director of TJX Companies for eleven years. José serves on the Board of Trustees of Princeton University and Daily Table and is Chairman of the Board of the Joyce Foundation. José earned an MBA from the University of Chicago, and an AB degree in History from Princeton University.
C. Kim Goodwin
C. Kim Goodwin is an accomplished CEO, CIO, portfolio manager, and Board Director. Kim currently serves as CEO and CIO of Avanico Holdings in Puerto Rico, and is currently a NonExecutive Director of PineBridge Investments, and an independent Director of Popular Inc. (BPOP) based in Puerto Rico. Previously Kim served as the Global Head of Equities for Asset Management at Credit Suisse Group, and as CIO of Equities of State Street Research. Previously Kim served for many years on the Board of Akamai Technologies and CheckFree Corporation (acquired by FiServ in 2005), and as a Director of various equity funds within the Allianz Global Investors family of funds. Kim also serves on the Board of Trustees and on the PRINCO endowment board of Princeton University. Kim holds two Master’s degrees from the University of Texas at Austin, one in Public Affairs, an M.B.A. in Finance from The McCombs School of Business, and an AB cum laude in Politics from Princeton University.
Brent Henry has spent over thirty years advising health care clients on complex strategic and regulatory issues. Currently, Brent serves as the Vice Chair of the Board of Trustees of Princeton University, and as an Attorney at Mintz Levin. Previously, Brent was SVP and General Counsel of Partners HealthCare, the largest hospital network in New England. Brent also served as VP and General Counsel at MedStar Health, and taught health care law at Howard University and the University of Maryland. Brent earned a J.D. from Yale Law School, a Master of Urban Studies from the Yale School of Art and Architecture, and an AB degree from Princeton University’s Woodrow Wilson School.
Jay McGonigle has an exceptional thirty-year plus track record of leading, advising, and growing successful companies. Jay is the Lead Outside Director of FactSet (NASDAQ: FDS) a provider of software and information to the financial services industry. Previously, Jay served as Chairman and CEO of the Corporate Executive Board Co. (NASDAQ: EXBD), which he led through its IPO, and as a consultant for McKinsey & Company. Jay has also served as Board Member and Senior Advisor to numerous information services companies, including SNL, Motista, Ogone, and Payscale. Jay has also been an Adjunct Professor at Georgetown University’s McDonough School of Business, and a Visiting Professor at ESADE Business and Law School in Barcelona. Jay earned a J.D. from Harvard Law School, and an AB from Princeton University’s Woodrow Wilson School.
Susie Mulder has been both a CEO and a counselor to CEOs, for over twenty years. Susie is currently the Chief Executive Officer of NIC+ZOE, a privately-held woman’s apparel company.
Prior to joining NIC+ZOE, Susie was a Senior Partner with McKinsey & Company where she was a leader in the retail and consumer practice for fifteen years, specializing in marketing and organization. Susie also serves on the Board of Directors of Sally Beauty, and on the Board of Overseers of Boston Children’s Hospital. Susie received her MBA from the Harvard Business School with distinction, and holds a Bachelor of Commerce degree with great distinction from McGill University in Montreal, Quebec.
Luis Ubiñas is a well-known leader in the telecommunication, technology, and media industries.
Luis has led CEOs of Fortune 100 companies and significant nonprofit organizations for several decades. In the private sector, Luis is Lead Director of Electronic Arts (EA), and serves on the Boards of CommerceHub, Boston Private Financial Holdings, GFR Media, and Shorelight Education. Previously Luis was a Director at McKinsey & Company, leading the firm’s media practice on the West Coast. Additionally, Luis has had a distinguished record of leadership in the nonprofit sector. Luis is currently President of the Board of Trustees of the Pan American Development Foundation, and previously served as President of the Ford Foundation, on the Advisory Board of the United Nations Fund for International Partnerships, the New York Public Library, among many others. Luis received an MBA from Harvard Business School, where he graduated as a Baker Scholar, and earned an AB degree magna cum laude from Harvard University, where he was named a Truman Scholar and a John Winthrop Scholar.
Equality Asset Management is a next-generation private equity firm founded by industry veteran Thomas S. Roberts whose mission is to help build exceptional companies for the long term while offering investors innovative fee structures. Equality intends to provide $100-$300M per company for growth equity and buyout transactions focusing on durable technology, health care, and tech-enabled growth companies. For more info, visit