Our Board

MicroLoan’s board members help to steer the charity to ensure that we achieve both social and financial goals and comply with the relevant legislation in each jurisdiction.

Steve Mark, CFA — Chairman

Steve MarkSteve Mark, CFA serves as Board Chair for MicroLoan Foundation USA, the US arm of the MicroLoan Foundation. He also is Head of the Strategic Accounts team at Fidelity Charitable, the nation’s leading Donor Advised Fund. Steve is experienced in non-profit board leadership, supporting SDG goals including reducing poverty, creating gender equality, and creating decent work and employment. He is focused on providing financial literacy training, business mentoring, and microlending to female entrepreneurs in sub-Saharan Africa.

Steve Mark has extensive financial services experience as a management consultant and business leader, having led domestic and international growth strategies for asset management and financial advisory businesses. Prior to his role with Fidelity Charitable, Steve held leadership roles with TIAA-CREF and was a senior manager in the International Privatization Group of Coopers & Lybrand Consulting. Steve also led his own consulting firm, SRM Associates, and has small business and personal lending experience in the mortgage banking industry. Steve has a longstanding interest in international small/medium enterprise development, and is a member of NEID, the New England International Donors organization.

Steve is a Chartered Financial Analyst and has an M.B.A. from the Boston University Graduate School of Management
and a Bachelor of Arts degree in Economics from Union College in Schenectady, NY. He lives in the Boston area with his
wife and two children, and enjoys travel, music, and skiing.

Manish Somaiya

Manish SomaiyaManish Somaiya is an award-winning Wall Street influencer and leader with a track record in launching and leading the expansion of leveraged credit research franchises for Citi, BofA Securities, and JP Morgan. Manish also conducted due diligence and internal and investor education on more than $50B in lead transactions as a critical financing team member.

As a trusted partner to the C-suite, investors, and stakeholders, Manish is well-known in the industry for his ability to create connections, finesse negotiations, and build consensus throughout his vast network. In addition, Manish is valued throughout the industry for his expertise in navigating uncertainty and volatility in the global financial markets and mediating an ever-changing regulatory environment while delivering innovative solutions in extremely competitive markets.

Manish graduated from the exclusive TRIUM Global Executive MBA program in 2020, earning an MBA degree
awarded jointly by NYU Stern School of Business, the London School of Economics and Political Science, and the
HEC Paris School of Management. Manish also earned a Bachelor of Science in Finance and International Business
from the NYU Stern School of Business.

Matt Zalosh, CFA

CIO International Strategies
Matt ZaloshMatt is CIO of Boston Common’s International Strategies. He also conducts investment research in the healthcare sector. Matt began his career at State Street Research and Management in Boston in 1995. From 1997 to 2001, he worked at Dodge & Cox in San Francisco, where he covered banks and REITS and helped the firm launch its international mutual fund.

Matt received his BA, cum laude, in Economics and International Studies from Colby College, and has an MA in International Relations from Johns Hopkins School of Advanced International Studies (SAIS), where he specialized in emerging markets and worked on development consulting projects in Mexico and Ecuador. Matt has lived in Spain and has traveled extensively in Europe, Latin America, and Asia. He previously served on the board of Primary Source, a non-profit that deepens global understanding in schools.

Brandy Carcoran Carlson

Brandy Carlson Brandy has deep experience working with or advising high growth financial services companies. She has held executive-level positions leading business development, marketing, client relations and capital markets in banking and commercial real estate. Previously, she was head of the regional and community bank team for a fintech platform backed by The Carlyle Group and a consultant with KPMG and BearingPoint.

As part of Epic Advisory, Brandy advises mission-led real estate management teams on investor marketing and capital raising. She has a passion and focus on impact-led and ESG real estate strategies, which carries over into her nonprofit work emphasizing the empowerment of women and children with the tools needed to break the cycle of poverty. Ms. Carlson is also a board member of Generation Hope, a nonprofit that surrounds motivated teen parents and children with the resources needed to thrive in college, and is a member of the Finance Committee of the Connelly School of the Holy Child, an independent, Catholic college preparatory school for girls.

Brandy holds a Master of Public Policy from Harvard’s Kennedy School of Government and a bachelor’s degree in International Business from American University. She lives with her husband outside of Washington, DC and is a proud mother of four children.

Rokaya Helfer

Rokaya HelferRokaya Helfer is the Manager for Executive Communications and Board Relations at Women’s World Banking, a global NGO dedicated to advancing women’s financial inclusion and economic empowerment. Based in New York, Rokaya works closely with Women’s World Banking’s Board of Directors and Executive Leadership Team to oversee all governance obligations and board initiatives, and leads various strategic activities for the Office of the President. Prior to joining Women’s World Banking, Rokaya worked at Richards, Kibbe & Orbe LLP and at West, Thomson Reuters. She holds a B.A. in History and International Affairs from Boston University.

Malin Rosenkvist — Head of Philanthropy & Communications, MLF UK

Malin RosenkvistMalin is Head of Philanthropy and Communications at MicroLoan, responsible for managing relationships with high-value individual donors, ensuring that they have full insight into the impact of their philanthropic giving.

She brings ten years of experience in business development and fundraising in the international development sector to this role. Prior to joining MicroLoan Malin worked with numerous charities focusing on education and poverty alleviation in sub-Saharan Africa. Her expertise is major gifts, and she has a track record of setting up successful major donor programs and developing impactful corporate partnerships.

In this role Malin also develops tailor-made partnerships, events and employee engagement opportunities for corporate funders to maximize the mutual benefits. Malin has a degree in International Politics and Development from the School of Oriental and African Studies, University of London and has lived, worked, and traveled extensively in sub-Saharan Africa.

Dan Healy, CPA

Dan Healy Dan is a CPA / MBA, and currently is a managing director at Guggenheim Partners. He has previously served as the Chief Audit Executive at two Fortune 500 multinational corporations. Dan’s nonprofit experience includes 20 years serving as Treasurer and Vice Chair of three nonprofits. He is a seasoned financial professional and qualified audit committee expert experienced in advising financial service and nonprofit boards. He is also a frequent speaker on corporate and nonprofit governance, as well as strategies to prevent fraud and embezzlement losses. Past speaking engagements include national and international conventions of the American Institute of Certified Public Accountants, Institute of Internal Auditors and the United Way Worldwide Finance Talent and Technology Forum.

After receiving an accounting degree from Canisius College in Buffalo and working in public accounting, Dan earned an MBA from the University of Rochester Simon School of Business. He has previously worked at HSBC, GE and the Brinks Company as the Chief Audit Executive. Today Dan holds the role of Managing Director – Head of Audit at Guggenheim Partners, a global investment and advisory firm with approximately $300 billion under management. Dan lives outside Chicago with his lovely wife and two children.

Board Advisors

Jeff Stone

Jeff Stone Jeff is co-founder and Managing Director – Sales at Clir Capital, a boutique investment banking firm specializing in the conceptualization, design and distribution of non-correlated investments. Prior to Clir Capital, Jeff worked at Evolv Capital partners as managing director for 4 years helping build out the alternative investment platform in the IBD and RIA channels. Jeff has a diverse background including managing national sales and west coast operations for MDS Energy in the same channel. His financial services career began at TIAA—CREF where he served as the Managing Director of Institutional Client Services as well Managing Director of Wealth Management for TIAA-CREF. At TIAA-CREF, Jeff helped drive the build out and national sales effort for the new wealth offering.

Jeff received a B.A. from the University of Southern California and an M.B.A. degree from the University of Denver. He lives in Centennial, CO with his wife and 2 children. He enjoys camping, fly-fishing, travel, and hiking. He holds his Series, 7, 24, and 63 licenses.

John Appel

John Appel John Appel brings broad industry expertise in agriculture and chemicals as well as deep leadership experience in both strategy and commercial operations. Currently, he serves as President of BPS Agriculture, a diversified agricultural holding company. Prior to BPS Agriculture, John served as Vice President of Customer Solutions at Exacto Inc., where he led the marketing team and sales teams for Agriculture, Turf & Ornamental, and Industrial Vegetation Management business units. John has also held various roles at Syngenta, including R&D Strategy Manager in Switzerland, Marketing Manager Africa Middle East, US Business Manager, and Product Marketing Lead.

Over the course of his international career, John has led numerous businesses through significant growth in sales, profitability, and market share, and helped shape his companies’ strategic agendas in numerous areas. In addition, he has also gained extensive cross-cultural experience from living in Switzerland, working in numerous global roles, and traveling extensively.

John holds a BA in chemistry and an MBA in finance from Lehigh University in Pennsylvania.

Sheena Jaffer

Sheena JafferCurrently, Sheena serves as Senior Associate, World Enabled, a mandate focused on building inclusive societies where people with disabilities and older persons can fully develop their talents and reach their full potential Prior to this, Sheena has served in senior management roles in the nonprofit, academic and corporate sectors.

Sheena considers herself a global citizen with a mission to serve humanity. She speaks several languages and thrives in finding pathways for national/local governments; the international community and civil society to work collaboratively for greater good and sustainable impact.

Born in Tanzania, and having worked in international development, she has travelled the globe and has a deep commitment towards alleviating poverty and inequalities that lend to a better quality of life. Influenced by her parents and ingrained in her upbringing is the spirit of enterprise and determination to lift up the most vulnerable and marginalized. Over the years, Sheena has developed a reputation of creatively harnessing the human advantage through her ethical and practical hands-on approach in cultivating a purpose driven impact lens to drive meaningful change. Coupled with her down to earth humanistic and humorous style, she has been known for releasing fresh thinking and a positive approach in making things happen.

Cumulatively, Sheena brings over 25 years of management acumen and a conviction rooted in life experiences. She has demonstrated an impressive track record in leadership, advocacy, capacity building, forging institutional relationships and partnerships, spearheading multi-million dollar grassroots fundraising and resource development campaigns, empowering colleagues, managing and coaching thousands of volunteers and serving as the architect and implementer of large scale public events.

Colleen Vucinovich

ColleenColleen is Assistant Professor of Business Administration at Principia College, a liberal arts college founded in 1912 and located in southern Illinois. Her teaching portfolio includes Management, Strategic Management, Organizational Effectiveness and International Business. She has served as Faculty Senate President and Department Chair of Business Administration and Economics. Colleen holds an MBA, MS in Strategic Planning, and Postgraduate Certificates in Corporate Governance and Leadership from Edinburgh Business School, Scotland.

Previously, Colleen founded a cosmetic manufacturing company based in Johannesburg, South Africa and served as the CEO from 2001 to 2012. A South African with a rich and diverse career spanning 30 years, Colleen has strong ties to Southern Africa through family, friends, former customers and employees.