Legacy Foundation Board of Directors
Mickey Segal, President and Executive Committee
Managing Partner, Nigro Karlin Segal & Feldstein, LLP
Mickey Segal, CPA, is the Managing Partner of Nigro Karlin Segal & Feldstein, LLP. Mickey graduated cum laude in accounting from California State Polytechnic University at Pomona. In 1997, he was inducted into their Accounting Hall of Fame and he received the Distinguished Alumni Award from the University's business school. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Mickey has served two-four year terms on the Arcadia City Council and served as Mayor twice. Mickey also chaired the City of Arcadia's Financial Advisory Committee.
Mickey is involved in numerous philanthropic activities. Mickey chaired and completed the $2.5 million Capital Campaign to raise money for the Arcadia Unified School District's Technology Plan. He has also chaired and completed a $6 million Capital Campaign for Covenant House. He is currently the Chairman of the Board of Arcadia Methodist Hospital and has chaired the Capital Campaign for the new Tower raising over $28 million to date. Mickey has co-chaired the American Cancer Society's Southern California Invitational Golf Tournament for six years. He also co-chairs the Heartbeat of Hollywood Golf Tournament for the benefit of the Motion Picture Television Fund. The one day event raises over $700,000. Mickey is a board member of the Unified Educational Trust at California State Polytechnic University at Pomona, and is the Vice-Chair of Planned Giving for their $150 million Capital Campaign.
Mickey and his wife, Lee, have three children, Allison, Matthew and Andrew, and live in Arcadia. They are members of the Pasadena Jewish Temple & Center, where Mickey is a past President. He has chaired the major gifts committee for the Jewish Federation of the Greater San Gabriel and Pomona Valleys. Mickey is also a member of Hillcrest Country Club. Mickey enjoys playing golf, watching football and baseball games and participating in community activities.
Ronald A. Okum, Vice President, Treasurer and Executive Committee
President & Founder, Okum Insurance Co.
Mr. Okum has served as an underwriter for various life insurance companies since 1966 as well as an in-demand instructor and keynote speaker for insurance professionals and executives alike. A former Alhambra High School science teacher and football coach, Mr. Okum proudly serves as a qualifying and life member of the Million Dollar Round Table, and its more prestigious Top of the Table, which recognizes the top 300 insurance underwriters in the nation. He has been a consistent recipient of the National Association Life Underwriter's National Quality and National Sales achievement award and the recipient of virtually every service and achievement honor from American United Life and Ohio National Life Insurance Company.
Mr. Okum brings a great deal of community service to the Legacy serving as the Pasadena-San Gabriel Valley Life Underwriters Association (past president), Life Underwriters Training Council (instructor), Past President of the Tournament of Roses Association, Pasadena Optimist Club (past president), San Gabriel Valley Council of the Boy Scouts of America (past vice president and three-time Scout-O-Rama chairman), San Marino Little League (former manager), San Marino Girls Softball League (past president), Pasadena Quarterbacks Club (past president), YMCA (fund raiser), National Football Foundation and Hall of Fame for scholar/athletes (past president), Coordination Committee of St. Felicitas and Perpetua Church (past treasurer), Ron and Nan Okum Biology Scholarship at California State University, Los Angeles (past sponsor), CSULA Development Committee (past chairman), CSULA Athletic Committee (chairman), CSULA Presidential Advisory Board (member), CSULA Foundation (board member), Crittenton Classic Charity Softball game between Los Angeles Dodgers wives and celebrity team (former wives manager; founder and coordinator), San Gabriel Country Club (board of directors), National Chair Parents Association, University of Southern California, San Marino School Foundation(member), American Heart Association (director), Loyola Marymount University Parents Association (chair, The Almansor Center (chairman), Loyola University Board of Regents (regent)and the Cal State University of Los Angeles, Alumnus of the Year of 2002.
Mr. Okum was born in Detroit, Michigan May 29, 1941 and moved to Southern California in 1960. At the age of 70, he is most active in golf, tennis, jogging, swimming, skiing, youth sports and is the collector of antique furniture and works of art. He graduated with a Bachelor of Arts degree from California State University, Los Angeles in 1963; Master's degree in 1970 from California State University, Los Angeles. He has been married 45 years to his wife Nan Okum having two daughters, Erin 42 and Amy 38, six grandchildren; Courtney 14, Colin 12, Bridget 10, Luke 7, Megan 5 and Grace 2.
James W. Hirschmann, III, Secretary and Executive Committee
President and Chief Executive Officer, Western Asset Management Company
Mr. Hirschmann currently serves as the chief executive officer of Western Asset Management Company, Legg mason's largest subsidiary by assets under management, and one of the world's largest fixed-income managers.
Mr. Hirschmann joined Western Asset in April 1989 in a business development capacity. In 1995, he spearheaded Western Asset's International efforts through the acquisition of Lehman Brothers Global Asset Management in London. In 1997, he relocated to London to build Western Asset's international business and integrate the U.S. and U.K. operations. Soon after returning to Western Asset's headquarters in Pasadena, California, Mr. Hirschmann was appointed president and chief executive officer in 1999, and has been a key driver in the impressive growth and major global position that Western Asset has achieved as one of the world's leading bond managers.
Prior to joining Western Asset Management, Mr. Hirschmann served as vice president for Invesco Trust Company in Denver, Colorado. Before that, Mr. Hirschmann was a vice president at Atlanta/Sosnoff Capital Corporation in New York, NY.
Mr. Hirschmann holds a Bachelor of Science in Administration with an emphasis in Accounting for Widener University in Chester, Pennsylvania. He is a member of the Board of Trustees and also serves as a member of the Finance and Administration Committee, and member of the Audit Committee at Widener University.
In addition, Mr. Hirschmann is a member of the Investment Committee of Burroughs Wellcome Foundation, the Board of Directors of Medical Simulation Corporation, the Advisory Board of the Lost Angeles Sports and Entertainment Commission, regent of the Board of Regents at Loyola High School of Los Angeles and member of the Board of Directors at Marymount High School of Los Angeles.
Daniel Rothenberg, Executive Committee
Managing Director, Investments, UBS
A Pasadena resident since the 1980s, Dan attended the Chandler School through 8th grade and graduated from Polytechnic High School. He then went on to Harvard University and earned a BS in Economics. After his time in Cambridge, he returned to Pasadena and began his career as an investment advisor. He started with Morgan Stanley in their downtown Los Angeles office where he worked until 2010. In 2010, Dan and his team moved to UBS Financial Services Inc. He advises individuals, institutions and family offices as the firm approaches its 7th anniversary.
Dan is married to Sarah, a graphic design artist, and they just celebrated their 6th anniversary. Sarah runs her own graphic design business in South Pasadena. Dan and Sarah have two young children, Morgan (6) and William (3).
As a native to Pasadena, Dan has been active in the local community as well. He is a past-Chair of the Board of Trustees at Chandler School and is involved on a number of other advisory councils for Pasadena organizations.
J. Michael Hennigan
Principal McKool Smith
J. Michael Hennigan is a founding Principal of McKool Smith Hennigan. Mr. Hennigan specializes in the litigation and trial of complex commercial cases, and has been lead counsel in more than 45 major jury trials in state and federal court. As lead trial counsel for plaintiffs, Mr. Hennigan has litigated judgments and settlements of more than $8 billion for his clients.
Mr. Hennigan is a Fellow of the American College of Trial Lawyers, and has been consistently identified in prominent legal publications as one of the country's top trial lawyers, including Chambers USA, Chambers Global, Who's Who in American Law and The Best Lawyers in America. Chambers ranks him in "Band 1," among the top dozen litigators in California and among the top 25 nationwide, calling him "a terrific trial lawyer." Mr. Hennigan is also routinely identified as one of Southern California's Super Lawyers.
Before entering private practice, Mr. Hennigan was a trial attorney with the Antitrust Division of the United States Department of Justice, and was a lecturer in research and writing at the University of Arizona College of Law in 1973.
Mr. Mazzone brings an expansive knowledge and background in the sports and entertainment industry. He is a former partner at PrimeSports International , a leader in corporate hospitality and sports and entertainment marketing. Mazzone is a former Associate Athletic Director for UCLA , and holds a law degree from the UCLA School of Law. He has successfully represented numerous collegiate and professional sports coaches.
Steve Olson serves as the firmwide Co-Chair of the White Collar Defense and Corporate Investigations Practice. In addition to white collar matters, his work for clients includes general corporate litigation and international transactions, specifically focused on foreign direct investment into the United States.
As a former federal prosecutor at the U.S. Attorney’s Office in Los Angeles, Steve regularly represents companies, boards of directors and executives in criminal and civil matters against government enforcement agencies. He also advises companies and independent directors in connection with complex and sensitive internal investigations. Steve has extensive jury trial experience both at the government and in private practice.
Steve rejoined O’Melveny in July 2013 after serving as Deputy Chief of Staff and Senior Advisor to the U.S. Commerce Secretary. Steve also served as Executive Director of SelectUSA, the federal initiative to attract increased investment in the United States by international businesses. Steve built the SelectUSA program and under his leadership, it helped channel more than US$25 billion in new foreign direct investment, creating and retaining tens of thousands of American jobs. During Steve’s tenure, SelectUSA handled a pipeline of over 800 in-bound investment matters from businesses all over the world, helping investors navigate the U.S. regulatory environment and providing valuable counseling regarding state and federal incentive programs.
Steve has been named One of the Most Influential People in Los Angeles by Los Angeles Business Journal, recognized by Legal 500 in the category of White-Collar Criminal Defense and named a “Super Lawyer” in surveys conducted by Law & Politics Media Inc. and published in Los Angeles magazine.
Steve has served as O’Melveny’s firmwide Talent Development Partner, firmwide Hiring Partner, and a member of the Partner Admissions Committee.
Ronald L. Olson
Name Partner, Munger, Tolles & Olson, LLP
Ronald L. Olson is a partner in the Los Angeles office of Munger, Tolles & Olson LLP. Mr. Olson has practiced law with the firm since 1968. Mr. Olson also is a director of Berkshire Hathaway, Edison International, City National Corporation, The Washington Post Company, and Western Asset Trusts. He serves as a director of several non-profits, including the RAND Corporation (formerly chair), the Mayo Clinic, the Council on Foreign Relations, and the California Institute of Technology. He was Chairman of the Board of Trustees of Claremont University Center and Graduate School from 1984 to 1994 and Founding Chairman of the Board of Trustees of Southern California Public Radio from 1999 to 2004.
Christopher C. Rising
Managing Partner, Rising Realty Partners
Christopher Rising manages the day-to-day business activities of Rising Realty Partners (RRP), while also serving on its investment committee. Prior to RRP, Mr. Rising served as Senior Vice President, Asset Transactions at MPG Office Trust, Inc. (NYSE: MPG) where he oversaw all acquisitions, dispositions and related transactions for the company. He joined the company in 2007 as a Senior Vice President, Strategic Initiatives working directly with the CEO to formulate MPG's strategy for reducing leverage and restructuring the company.
In 2003, Mr. Rising founded The Rising Real Estate Group (RREG), a real estate investment and brokerage company which through its partnership with Barker Pacific Group (BPG), a Los Angeles based real estate operator and developer, raised an equity fund vehicle known as Hamilton Capital Partners (HCP). Mr. Rising currently sits on the investment committee for HCP, a co-invest vehicle which has acquired more than 25 real estate assets, and now includes 18 self storage facilities, retail, industrial, office and condominium projects.
As an owner, Mr. Rising has overseen the restructuring of the self-storage operation, acquisitions, and leasing operations. RREG is also a principal along with BPG and Golden Boy Enterprises, Oscar de la Hoya's firm, in 626 Wilshire Blvd., 156,000 square foot office building located in downtown Los Angeles.
Mr. Rising, a graduate of Duke University and Loyola Law School, began his professional career as an associate at Pillsbury Madison & Sutro (now known as Pillsbury Winthrop). Mr. Rising spent several years at Cushman Realty Corporation (CRC), working in the Office of President under brokerage legend John C. Cushman, Ill. Mr. Rising then served as a Director at Cushman & Wakefield of California, Inc. (C&W), joining C&W after its merger with CRC in 2001.
Mr. Rising currently serves as Chair and President of the Board of Trustees of Chandler School in Pasadena, as a member of the Board of Regents of Loyola High School, as a member of the Athletic Advisory Board at Duke University, as a member of the Board of Overseers at Loyola Law School. He formally served as President of the Loyola High School Alumni Association.
Regional Managing Director, First Republic Bank
Shiva Sattar is a Regional Managing Director at First Republic Bank, overseeing the San Diego and Orange County regions.
Ms. Sattar has more than two decades of experience in financial services. Prior to joining First Republic, she was a Senior Vice President, Wealth Management Regional Director at Union Bank. Prior to that, she held various leadership positions at Wells Fargo/Wachovia, including Private Banking Regional Director in the Orange County, San Diego and Los Angeles markets.
Active in the community, she is a board member of the Center Stars, Segerstrom Center for the Arts and serves on the advisory board of South Coast Repertory. She is also a member of the Women’s Philanthropy Fund, a nonprofit subsidiary of the United Way.
Ms. Sattar earned a Bachelor of Science degree in Biological Sciences from the University of California, Irvine and is a graduate of Pacific Coast Banking School. She is currently an Executive MBA Candidate at USC Marshall School of Business.
President, Spieker Companies
A long-standing member of the South Bay community in the Bay Area, Tod Spieker graduated from Menlo-Atherton High School in Atherton. He went on to attend the University of California, Los Angeles, on a swimming scholarship, and was soon a member of the university swim team, where he was named an All-American in 1969. He graduated with a B.A. in Geography.
After graduating from UCLA in 1971 and then earning his real-estate broker’s license in 1972, Spieker began his first full-time job in real estate, working for Lincoln Property Company dealing with land acquisition, multifamily development, financing, and property management. In 1974, Mr. Spieker joined Coldwell Banker's apartment brokerage and investment properties group. He started Spieker Companies, Inc. in 1981.
As an active investor for more than three decades, his portfolio now includes over 4,000 units due to his knowledge and philosophies in specific geographical areas. Spieker has remained active in swimming. Competing in the 1998 Masters World Championships in Casablanca, he set four long-course and five short-course world records – all while in his early 50s. He was inducted into the International Swimming Hall of Fame in 2005.
Tod and his family have supported many charitable causes throughout the country, including naming the Aquatics Center at his alma mater, UCLA, and the iconic Rose Bowl Stadium. As a fan and sports historian of UCLA, the Rose Bowl Game, the Pac-12 Conference, and college football, Tod has also amassed an enormous collection of Rose Bowl and UCLA-related items, including every game program since 1902 and those of special events including the 1983 Army-Navy Game, which took place in Pasadena.
Tod has been married to his wife, Catherine, since 1974, has three children, Tod, Meg and Lindy, and ten grandchildren. He divides his time between his homes in Atherton and Palm Desert.
Shelley B. Thompson
Former Chief Fiduciary Officer, Senior Executive Vice President, and Consultant for Banks and Lawfirms
Shelley B. Thompson is an experienced attorney, wealth advisor, and banking executive. She is presently practicing law in the area of trusts and estates. Previously she worked at Bank of Hawaii, where she served as Vice Chair, Chief Fiduciary Officer, member of the Managing Committee, and Manager of the Investment Services Group. She was responsible for delivering trust, investment, private banking, and brokerage services to high net worth indiciduals and institutions.
Prior to Bank of Hawaii, Ms. Thompson served as a member of senior management and oversaw wealth management at a number of major banks, including Wells Fargo Bank, U.S. Bank, and City National Bank. She has also served as a Trustee of the Lillian Disney Trust and as a director of a private trust company based in Jackson Hole, Wyoming.
Ms. Thompson is a member of the State Bar of California. She holds a law degree from the University of California, Hastings College of the Law, and a bachelor's degree from the University of California, Santa Barbara.
Active in the community, Ms. Thompson serves on the Boards of the Girl Scouts of Great Los Angeles, the Pasadena Literary Alliance, and the Organization of Women Executives. She has served as Chair of both the Hawaii Theatre Center and Child & Familiy Service, as well as Vice Chair of the Hawaiian Humane Society. She has also served on the boards of numerous charitable organizations, includig the University of San Diego, the Pasadena Humane Society, KCET Public Televisions, and both the Guthrie and Ordway Theaters.
Dr. Betty Uribe
Executive Vice President, California Bank and Trust
Dr. Betty Uribe is the Executive Vice President at California Bank & Trust, where she leads Commercial and Personal Banking throughout Southern California. For nearly three decades, Dr. Uribe has been transforming business, culture, and people through values based leadership.
At California Bank & Trust, Dr. Uribe has P&L responsibility for the Greater Southern California retail and business banking network; the Bank has more than $11 billion in assets. Under Uribe's leadership CB&T has been named the "Best Bank in Orange County," for two consecutive years, as voted by readers of the Orange County Register.
A recognized authority on the psychology of leadership, organizational turnarounds, and peak performance, she has been honored consistently for her strategic intellect and humanitarian endeavors.
Uribe is widely regarded as an industry expert in financial services with expertise in commercial banking, retail banking, marketing, public relations, risk management, and strategic planning. As an executive for Fortune 500 national and regional banks, she has effected business turnarounds, achieving over 20% increase in pre-tax profits in a declining economy, double digit revenue growth in less than twelve months, double digit expense management, and significant increases in efficiency ratios. Her leadership of De Novo strategies for leading banks resulted in the roll out of over 100 new retail and business banking locations, most of which became accretive within 18 months.
Dr. Uribe has worked with leaders from every walk of life - CEOs of multinational corporations, military generals, political leaders, advocates for humanity, psychologists, university presidents, and parents. Her entrepreneurial background has given her a broad and universal understanding of various industries and businesses within the U.S. and international markets.
As an international and bilingual speaker, Uribe has lectured in North and South America and Asia; her work has been published in financial and business publications and trade journals in China, Singapore, Russia, Canada, Colombia, Mexico and the United States. She has been featured in national and local media - television, radio and print. Included in the many honors bestowed upon Dr. Uribe are "The Most Prominent Latina in Los Angeles", "Top 25 National Corporate Elite" and author of #Values: The Secret to Top-Level Peefonnance in Business & Life.
Dr. Uribe currently serves on three for-profit private company boards: Pepperdine University, University of Southern California, United States and Next Step Asia, Hong Kong. She also serves on several non-profit boards in the United States.
Todd J. Walklett,CFA
Managing Director, Covington Capital Management
Mr. Walklett is a Portfolio Manager, as well as a member of the Investment Committee and the Board of Directors. He is a Chartered Financial Analyst (CFA) charterholder with over 25 years of portfolio management experience working with wealthy individuals, retirement plans, foundations and endowments.
His extensive professional history managing investments began in 1991, when he joined Philadelphia area based SEI Investments as Senior Strategist and Head of U.S. Equities. In 1999, he relocated to Pasadena, California where he took the role of Senior Vice President, Portfolio Manager and Analyst for Provident Investment Counsel. There, he was responsible for managing investment portfolios for some of the country’s largest pension and retirement plans, corporate accounts and financial services funds. In 2005, Mr. Walklett joined Live Oak Capital as a Senior Partner and in 2007 he joined Covington Capital Management where he currently works as a Managing Director.
Mr. Walkett’s history of community service includes affiliations with many Southern California institutions. He is a member of the CFA Society of Los Angeles, the CFA Institute, a member of the Board of Directors of Navigage Foundation. He is a past member of the Board of Managers for the South Pasadena San Marino YMCA as well as the Ketchum YMCA.
Mr. Walklett graduated from the University of Delaware with a BS in Business Administration and a minor in Management Information Systems.
Since 2001, Mr. Walklett has resided above the Arroyo Seco in the Linda Vista area. He and his wife, Denise, have three daughters. The Walklett family are active members of the community including the Rose Bowl Aquatics Center.
President and Chief Executive Officer, WESCOM Credit Union
Darren Williams is President and Chief Executive Officer of Wescom Credit Union, a Pasadena-based financial cooperative serving more than 200,000 members throughout Southern California.
Wescom, with $3.0 billion in assets and 22 branches, is one of the largest credit unions in the nation. Wescom’s commitment to the delivery of unparalleled member service has enabled it to achieve double-digit growth rates in assets, loans and membership.
Through its wholly-owned subsidiaries, Wescom provides brokerage services, financial planning and property and causality insurance to not only Wescom members, but also members of other participating credit unions. In addition, Wescom provides correspondent services and back-office processing to other credit unions.
Prior to joining Wescom in 1997, Darren served as the Executive Vice President & Chief Operating Officer at SchoolsFirst Federal Credit Union. He also held an executive position at Hughes Aircraft Employees Federal Credit Union (Kinecta).
Darren is a graduate of Pepperdine University and has completed executive development courses at Stanford University and Harvard Business School.
Peter J. Zarifes
Peter is a Managing Director and Director of Wealth Management in the South Pasadena office of Whittier Trust. He has more than 25 years of experience working with high net worth individuals and families.
Prior to joining Whittier Trust, Peter worked for over a decade at Bessemer Trust where he was a Managing Director and Senior Client Account Manager, and was responsible for the business throughout the western United States. Prior to that, Peter spent 11 years as a Principal at Desmond, Marcello & Amster, where he specialized in the valuation of privately-held companies and intangible assets. Peter began his career in the Audit Department at Price Waterhouse. He is a contributing author to several books and publications on business valuation and has qualified as an expert witness on this topic. His unique combination of skills and experiences is particularly helpful to clients who are involved with closely held businesses.
A native Southern Californian, Peter received his Bachelor of Arts degree in Economics, magna cum laude, from Claremont McKenna College and was elected to Phi Beta Kappa and Omicron Delta Epsilon. He received his Master of Business Administration degree from the Harvard Business School.