Team Category: Advisory

Internationally renowned business leader, multi-faceted serial entrepreneur, option trading pioneer, and shareholder, operator, and investor in nearly 100 companies.

Master trader at CBOE where he also served on Board of Directors. The only options trader to be featured in the seminal work “Market Wizards” showcasing the world’s best pro traders.

Founder of International Trading Institute; pioneered trading pro traders and and market makers worldwide for 25 years.

Sole founder and former CEO of LiquidPoint, a trading platform, broker and solution provider; sold to ConvergEx for over $200 million.

Currently is CEO of Matrix Holdings, a US holding company for financial technology firm Matrix Technologies and Matrix Executive Services, a US Broker Dealer.

Founder and CEO of Peak Edge, a Learning 5.0 entity, formed to create 5 million new, robotics-proof jobs.

Founding member of prominent companies in the trading industry such as Efficient Capital Management – the premier managed futures firm, as well as key non-trading-specific technology firms such as Fortify Technologies.

Holds a Board membership on the Chicago Stock Exchange, is a Trustee of the Heritage Foundation, an Advisory Committee Member of the Gary Sinise Foundation and the Advisory Board Chairman of the Reagan Legacy Foundation.

Maintains global team of staffers, 24×7 ops center in CA and offices around US, UK, India, and China. Helps companies achieve high rates of growth and unlocks initiatives to unlock exponential value.

Roger Quarles is the Executive Director of the J.A. and Kathryn Albertson Family Foundation, an initiative-driven, private family foundation that invests time, energy, and resources into making Idaho a place to learn, thrive, and prosper. Through its work, the Foundation is dedicated to raising awareness and expanding ways to learn; and to enhancing sense of place and community for all Idahoans.

Roger’s entrepreneurial spirit started at the age of 22, and nine years in the private business sector helped pave his way to serving a greater purpose in the field of education. Having served as teacher, principal, superintendent, and ultimately Idaho’s chief deputy state superintendent, he has a deep understanding of the challenges and opportunities facing rural education and appreciates the fierce independence of Idaho and Idahoans alike.

Roger has never been concerned about what has been, but rather about what can be. He proved this to be true during his tenure as the superintendent of the Caldwell school district, by taking the largest and most diverse district in Idaho from being one of the lowest performing to one of the highest performing districts within six years.

Prior to joining the Foundation in 2013, Roger was co-director of the Idaho Leads Project in Boise State University’s Center for School Improvement and Policy Studies, and served as an Associate Professor in the Executive Educational Leadership Program, designed for equipping superintendents to lead in the 21st century.

Roger remains active in the business community through his service on a variety of boards, including his recent appointment as Chairman of the Teach for America Regional Board.

Carrie Morgridge currently serves as the Morgridge Family Foundation’s vice president and Chief Disruptor. Together, Carrie and John Morgridge founded mindSpark Learning and mindSpark Learning Labs. Carrie currently serves as chairman of the board for mindSpark Learning. They also created Student Support Foundation, a youth philanthropy club, designed to cultivate high school and college philanthropists to understand the importance of giving, through hands on learning. Carrie is the award winning author of: Every Gift Matters – How Your Passion Can Change The World.

Carrie and John Morgridge exemplify compassion through their philanthropy. The recently received National Jewish Health’s highest honor, the Arthur B. Lorber Award for Distinguished Service. This award has only been bestowed 23 times in the 118 year history of the institution. They are the current recipients of the University of Denver, Josef Korbel School Humanitarian Award. This award recognizes a couple for distinction in giving concrete expression to the values underlying the universal declaration of human rights through philanthropy. Similarly, they received the “Every Gift Matters” award from the Colorado Distant Learning Association, for their work ensuring access to technology in rural Colorado. Carrie has received the distinguished Francis Wisebart-Jacobs Women of the Year award from the Mile High United Way. Carrie and John are members of the National Council for Ford’s Theater in Washington DC, and Carrie serves on the Impact 100 Global Advisory Council.

Carrie speaks nationally to education advocacy and technology-focused forums, programs supporting women, at poverty alleviation conferences, and many convenings, globally, that are philanthropically focused.

Carried graduated Summa Cum Laude from the International Academy of Design and Technology. She and John divide their time between Colorado and Florida. They are avid outdoorsman and accomplished athletes. Carrie has competed in 9 Ironman competitions, several marathons, and in 2016 Carrie and John mountain biked across the country on the Great Divide Mountain Bike Route. In her spare time Carrie enjoys a great game of competitive tennis.

Christopher Winkler graduated with highest distinction from Indiana University in 1993 with a B.S. in finance and real estate from the School of Business. Upon graduation, Mr.Winkler moved to Wall Street and joined the corporate finance department of Dean Witter Reynolds Inc. where he worked as a financial analyst in the investment banking group. During his two years at Dean Witter, Mr. Winkler focused on the public underwriting of primarily equity securities for real estate corporations and trusts. In 1995, Mr. Winkler joined CM Advisors, Inc., a startup long/short hedge fund utilizing a fundamental value approach. While at CM Advisors, he performed rigorous company and securities analyses of primarily equity positions and monitored numerous investments. Mr. Winkler next joined Siegler, Collery & Co., an established fundamental value-based long/short hedge fund, in February 1996 as a senior stock picker. He then left in 1998 to co-found Ivory Investment Management, LLC, a de novo long/short value-based hedge fund with a novel and proprietary risk management approach. Mr. Winkler remained with Ivory until he recently retired from the hedge fund industry in January 2017. He now resides in Houston, TX and focuses on angel investing, real estate investments, and philanthropic efforts, and is active in the Houston chapter of the Entrepreneurs Organization (“EO”). Mr. Winkler is a former President and Chairman of the Houston Angel Network.

Anne Snyder is the Director of The Character Initiative at The Philanthropy Roundtable, a pilot program that seeks to help foundations and business leaders strengthen “the middle ring” of morally formative institutions in the United States. She is also a Fellow at the Center for Opportunity Urbanism, a Houston-based think tank that explores how cities can drive opportunity for the bulk of their citizens. From 2014 to 2017 Anne worked for Laity Lodge and the H.E. Butt Family Foundation in Texas, and before that she worked at the Ethics and Public Policy Center, World Affairs Journal and The New York Times. She holds a Master’s degree in journalism from Georgetown University and a B.A. in philosophy and international relations from Wheaton College (IL). Anne is a Contributing Editor to Comment Magazine, an advisor to Sea Dog Theater and serves as a trustee for the Center for Public Justice as well as the Hyde Park Institute at the University of Chicago. She has published in The Atlantic Monthly, The Washington Post, National Journal, City Journal, Philanthropy Magazine, Orange County Register, Houston Business Journal, The Institute for Family Studies, FaithStreet, Comment Magazine, Verily, Humane Pursuits and FareForward, and is currently working on a book about the most effective character forming institutions alive today.

Danielle M. Allen is Managing Partner at Impact for Education. Previously, she was Director of Partnership Development at Mass Insight Education. Danielle performed a wide range of organizational duties to support business development, and strategic and operational goals at Mass Insight. Prior to Mass Insight, Danielle was an Education Pioneers Fellow at NewSchools Venture Fund where she led an exploration of alternative investment strategies and the selection of their fourth geographically based fund. She has also worked in the Office of School Innovation at District of Columbia Public Schools (DCPS) supporting the district’s portfolio of turnaround schools and autonomous schools. Danielle received her Bachelor’s degree in Public Policy and Economics with highest honors from UNC-Chapel Hill, where she was a Morehead-Cain Scholar. She also holds an MPA from Harvard Kennedy School of Government, an MBA from the Stanford Graduate School of Business, and is a Harry S. Truman Scholar.