Board of Directors

Board of Directors

The Atkins Investment Group is overseen and aided by a Board of Directors that consists of University of New Hampshire Alumni who are now working in respective positions within the world of investments. The combination of their financial experience and expertise helps students make more educated decisions when it comes to selecting investments. The members of the Atkins Investment Group are very thankful and proud to have such a distinguished and accomplished Board of Directors.

David Greenlaw

Chief U.S. Economist, Morgan Stanley, UNH Class of 1980

David Greenlaw is a Managing Director and Chief U.S. Fixed Income Economist with the investment banking firm of Morgan Stanley. His primary duties involve analysis of the U.S. economy and credit markets, including Federal Reserve and Treasury activity.  He is also responsible for the projections of key economic indicators.  Mr. Greenlaw was recently named "Best Fed Forecaster" in a Bloomberg Markets magazine survey. He was also the first back-to-back winner of the Dow Jones MarketWatch "Forecaster of the Month" award.

Before joining Morgan Stanley in 1986, David served on the staff of the Federal Reserve Board in Washington, DC for four years.  Mr. Greenlaw holds an M.B.A. degree from New York University and a B.A. from the University of New Hampshire.  He has also done extensive graduate work at the University of Chicago and The George Washington University.

David L. King, CFA

Senior Portfolio Manager, Putnam Investments, UNH Class of 1978

Mr. King is Putnam Investments' Managing Director and Senior Portfolio Manager in the Large Cap Value team and he has recently been named Associate Director of Global Equity Research.  He is the portfolio leader for the New Value Fund, Convertible Growth & Income Fund and the High Income Bond Fund.  He is a portfolio member on the Fund for Growth & Income.

Mr. King joined Putnam in 1983.  He is a CFA charterholder with 22 years of investment experience. Previously, David was a credit analyst at Manufacturers Hanover Trust and a lending officer at Citibank.  He graduated summa cum laude from the University of New Hampshire in 1978 with B.S. in Business Administration.  In 1983, Mr. King earned his M.B.A from Harvard Business School.

Morgan J. Rutman

Manager Partner, Harvest Management, LLC, UNH Class of 1984

J. Morgan Rutman founded Harvest Capital and Harvest Management in 1993.  Mr. Rutman is Managing Member of Harvest Management, L.L.C. and Harvest Advisors, L.L.C. in New York City. Prior to establishing Harvest, Mr. Rutman was one of the four founding General Partners of Farallon Partners, a hedge fund specializing in merger arbitrage and distressed securities/bankruptcy investing.  Previously, he had partnered with Fleur Fairman to manage Steinhardt Partners' merger arbitrage portfolio.  Mr. Rutman began his investment career at Dillon Read as an analyst in its merger arbitrage department. Mr. Rutman graduated with honors from the Whittemore School of Business and Economics at the University of New Hampshire in 1984.

Mr. Rutman and his wife Tara established the Rutman Family Graduate Fellowship in History to both honor Mr. Rutman's parents, Darrett and Anita Rutman, and to provide resources that will strengthen academic programming and enhance faculty development within the History Department.  Darrett B. Rutman was a distinguished scholar and served on the faculty of the UNH History Department from 1968-1984.  Mr. Rutman is a member of the UNH Foundation's Board of Directors.

Lynn M. Wagner, CFP

VP of Wealth Management, Merrill Lynch, UNH Class of 1978

Mr. Wagner joined Merrill Lynch in 1982 and currently leads the financial planning services practice. He specializes in retirement planning, tax planning, and estate planning issues. Mr. Wagner has over 22 years of experience providing  financial and wealth management advice and services.

Joseph Zock

UNH Class of 1977

Mr. Zock has been involved with finance and real estate for over 20 years. He is a founding partner of Capital Management Associates in New York City. Established in 1982, Capital Management Associates (CMA) is a Registered Investment Adviser and Mid-Cap Value Equity manager for Pension Plans, Foundations and Endowments, Hospitals and Private Clients.

Prior to this position, Joseph served as a portfolio manager and research analyst at H.N. Whitney, Goadby & Company, 1980-82 and also was an Associate Attorney specializing in tax for Zock, Petrie, Reid and Curtin, 1978-1980. Mr. Zock and CMA also have hosted competitive internships for UNH and WSBE students for the past several years.

Joseph Zock received his BA from UNH in political science and economics in 1977. He also holds a JD from Western State University College of Law, San Diego (1980) and a Certificate in International Law, University of London, Kings College School of Law.