Partner Research Centers:

Institute on Aging

IOA External Advisory Board

The Institute on Aging External Advisory Board is comprised of dynamic and dedicated individuals from all walks of life who share a common goal - to improve the quality of life for older adults. Meeting several times a year, this body of informed, hands-on, volunteer advisers is instrumental in forwarding the mission of the Penn Institute on Aging.

Sally J. Bellet, Esq.

President, Stein/Bellet Foundation

Sally J. Bellet received her Bachelor's Degree in Social Work from Temple University in 1972 and completed graduate work at Columbia University School of Social Work in 1973. She then attended the Fordham University School of Law, graduating in 1976. Immediately thereafter, Ms. Bellet worked in the Philadelphia City Solicitor's Office through 1992, followed by a position with the City Council President through 1994. That year, Ms. Bellet became Vice President of Real Estate for Amtrak, where she worked until 2006.

While pursuing her professional aspirations, Ms. Bellet also undertook a number of educational and philanthropic endeavors. She was on the Disciplinary Board of the Supreme Court of Pennsylvania (1981-1990) and served as Trustee for: the Friends Select School (1989-1994); the Jewish Family and Children's Agency (1989-1995); and the Prince Music Theatre (1995-2005).

Upon her retirement from Amtrak, Ms. Bellet devoted herself fully to philanthropic endeavors. She became President of the Stein/Bellet Foundation. Started by her grandfather, the Foundation supports education, medical research and the arts. Her parents, Marilyn and Edward Bellet, established the Bellet Fellowship at the Parkinson's Disease and Movement and Disorder Center at Pennsylvania Hospital in Philadelphia, where Ms. Bellet continues this annual program. Ms. Bellet is currently a Trustee of the Philadelphia Academy of Fine Arts as well as Chair of the School Committee and the Human Resources Committee. She established the Bellet Scholarship at Fordham University School of Law and since 1989 has served on the Selection Committee for the School's Fordham-Stein Award. She is a member of the Advisory Board for Inflammatory Bowel Disease at Children's Hospital of Philadelphia. Ms. Bellet also currently serves as Chair of the Hope Lodge for the Philadelphia Council of the American Cancer Society, an organization she has served since 1990 as both a member of the Major Gifts Committee and the Hope Lodge Committee.

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Patrick J. Brennan, MD

Chief Medical Officer and Senior Vice President, University of Pennsylvania Health System

Dr. P. J. Brennan is the Chief Medical Officer and Senior Vice President of the University of Pennsylvania Health System and Professor of Medicine at the School of Medicine and the Hospital of the University of Pennsylvania.

From 2001 to 2005, Dr. Brennan served as the Chief of Healthcare Quality and Patient Safety at Penn. In that capacity, he led the patient safety and quality initiatives for UPHS, focusing on medication safety, better communication, and improved reporting of errors and near misses.

Dr. Brennan also oversees Medical Affairs and has developed a Center for Evidence-Based Practice to apply much-needed scientific evidence to clinical operations. Dr. Brennan leads the UPHS effort to develop a new model of transparency and integrity in interactions between PENN Medicine and the pharmaceutical industry.

A specialist in infectious diseases, Dr. Brennan served as director of Infection Control at the Hospital of the University of Pennsylvania for 11 years. He has also held comparable positions at Penn Presbyterian Medical Center and the Philadelphia VA Medical Center.

For seven years, he was director of Tuberculosis Control for the City of Philadelphia. He is a fellow of the Infectious Diseases Society of America and The Society for Healthcare Epidemiology of America (SHEA). In 2008, he served as president of SHEA.

Dr. Brennan served as chair of the Healthcare Infection Control Practices Advisory Committee (HICPAC) from 2004 to 2010. This committee advises the Secretary of the U.S. Department of Health and Human Services and the Division of Healthcare Quality Promotion of the Centers for Disease Control and Prevention on a broad range of issues related to control of infectious diseases. In 2010 Dr. Brennan received a CDC Lifetime Achievement Award in the discipline of Policy Impact for his contributions to infection prevention, healthcare epidemiology, and patient protection.

Dr. Brennan is also a member of the Patient Safety Advisory Group (formerly called the Sentinel Event Advisory Group) of The Joint Commission. The group provides expert advice on developing national patient-safety goals as they relate to unexpected occurrences involving death or serious physical or psychological injury, or the risk thereof, and which require immediate investigation and response.

A 1982 graduate of Temple University School of Medicine, Dr. Brennan received Temple's Alumni Achievement Award in 2007.

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Richard P. Brown, Jr, Esq.

Counsel, Morgan, Lewis & Bockius

Richard Brown has been an integral member of the IOA External Advisory Board since the IOA's evolution in 1990 from the Center for the Study of Aging. Mr. Brown brings with him a storied personal career in volunteerism and non-profit leadership. Throughout his professional career in law as a partner in the firm of Morgan, Lewis & Bockius, LLP, Mr. Brown has devoted his time, expertise and imagination to organizations working to improve the health and welfare of the Philadelphia region and the world.

While still active as counsel at Morgan Lewis, Mr. Brown currently participates as a board member of the Eisenhower Fellowships; the International Peace Institute in New York; International House Center; WHYY, Inc.; the William Penn Charter School; the Foreign Policy Research Institute; the Friends of the Wissahickon, and the American Foundation for the University of the West Indies. He is also a member of the Council on Foreign Relations. His relationship with Penn has included service as a Trustee of the University of Pennsylvania and as board chairman of the University of Pennsylvania Health System until 1990. Mr. Brown is an alumnus of the University of Pennsylvania School of Law and also a past chairman of the International Law Section of the American Bar Association.

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Alexander J. "Sandy" Brucker, MD

Professor of Ophthalmology, Penn Presbyterian Medical Center

Alexander Brucker was educated at the University of Maryland and received his M.D. degree at New York Medical College. After completing a residency at the Fridenwald Institute of Maryland General Hospital, he did a Fellowship in Diseases of the Retina and Vitreous under the mentorship of Dr. Arnall Patz at The Wilmer Ophthalmologic Institute of the Johns Hopkins Hospital in Baltimore, Maryland.

In 1977, Dr. Brucker relocated to the University of Pennsylvania School of Medicine where he was appointed to the faculty as Assistant Professor of Ophthalmology and in 1994 became Professor of Ophthalmology, a position which he holds since that time. He served as Chief of the Retina and Vitreous Service at the Scheie Eye Institute/Department of Ophthalmology from 1979-1995.

During the course of his career, Dr. Brucker has served in many leadership capacities, too numerous to list in this short biography, but a sample which is listed herein. He is a member of societies and organizations such as the Macula Society of which he served as President in 1992, the Retina Society, the American Society of Retina Specialists, Club Jules Gonin, and the American Uveitis Society. He served as Chairman of the Board of the Juvenile Diabetes Foundation of Philadelphia from 1987-90, holding other positions within that Foundation over the years.

Dr. Brucker has received numerous awards which have acknowledged his leadership in education, research, and patient care. He has been honored by Philadelphia Magazine with "Best Doctors" on numerous occasions, has received the Golden Apple Award for outstanding teaching in the Department of Ophthalmology of the University of Pennsylvania on three occasions, was the recipient of the Albrecht von Graefe Award for distinguished contributions in ophthalmology by the American Society of Contemporary Ophthalmology, was the recipient of the Life Achievement Award from the Ophthalmic Club of Philadelphia, received the Life Achievement Honor Award from the American Academy of Ophthalmology, and was the recipient of the J. Donald M. Gass Medal by the Macula Society at its meeting in Phoenix, Arizona in 2010.

Dr. Brucker has been invited to give numerous Named Lectureships throughout the world, some of which include the C.S. O'Brien Professorship Lecture at Tulane University, the Nachazel Lecture at William Beaumont Hospital, and the Albert C. Snell Memorial Lecture at the University of Rochester.

Dr. Brucker is the Editor-in-Chief of the foremost retina journal, RETINA, the Journal of Retinal and Vitreous Diseases, a position he has held and currently holds since 1981. He is currently Editor of Retinal Cases and Brief Reports, and is Section Editor for the Asia-Pacific Journal of Ophthalmology.

Dr. Brucker has received innumerable invitations to be moderators of panels and honored guest lecturers locally as well as worldwide in such venues as Cape Town, Berlin, Sydney, Milan, Geneva, Bali, and Bangkok, just to name a few.

He has authored over 100 papers which have been printed in prestigious peer-reviewed journals, and has been the author of published books, texts, and chapters, the list too large to mention. His special interests have been the surgical treatment of vitreoretinal disorders, diabetic retinopathy, age-related macular degeneration, vascular occlusive diseases, and clinical trials to evaluate treatments for retinal diseases.

Dr. Brucker has been Principal Investigator of multiple clinical trials including the Diabetes Control and Complications and Trial (DCCT), the Age-Related Eye Disease Study II, the MacTel Study, and a multitude of other randomized controlled trials of retinal and vitreous diseases. He has served as P.I. of two recent diabetic retinopathy trials sponsored by the of the National Eye Institute. He has served on the Executive Committee of that organization.

Dr. Brucker has also served for seven years as a voting member of the Department of Food and Drug Administration's (FDA) Ophthalmic Device Panel, an important regulatory panel for ophthalmology.

Dr. Brucker has been a role model for generations of medical students, residents, fellows, and colleagues, many of whom continue to contact him with regard to his expertise in the field of ophthalmology and specifically, diseases of the retina and vitreous.

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David M. Chess, MD

CEO, Enhanced Care Initiatives (ECI)

Dr. David Chess is a geriatrician, internist, and entrepreneur with 20 years of experience working to improve the quality and cost of the health care delivery system. As the founder and CEO of Enhanced Care Initiatives, Dr. Chess has focused on creating the most robust engines to drive health outcomes for our most costly and impaired populations. He also serves as President of Project Patient Care (PPC), a non-profit (501(c) 3 patient advocacy organization he founded in January 2000. PPC's goal is to create a set of measures that help guide improvements to our healthcare system. Unbiased measures will be the engine and catalyst for better healthcare decision-making. In 2004, PPC was awarded a grant from the Connecticut Health Foundation to develop a Health Care Barometer for the State of Connecticut.

Dr. Chess co-authored a paper with David Nash and his team at Department of Health Policy, Jefferson Medical College entitled "Pharmacy Utilization and the Medicare Modernization Act" A Review of the Literature, published in the Millbank Quarterly in spring 2005.

Dr. Chess received his Medical Degree from Creighton University School of Medicine, performed his Internal Medicine Internship and Residency at Albert Einstein School of Medicine, and was Chief Resident in Internal Medicine at Bridgeport Hospital. He is an Alpha Omega Alpha recipient, among numerous other academic achievements. He is an Associate Clinical Professor of Medicine at Yale University School of Medicine.

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Perry H. Clark, Esq

Chair, IOA External Advisory Board

Mr. Clark received a BA from the University of Pennsylvania in 1968. Upon graduation, he became a VISTA volunteer, and subsequently supervisor, of the VISTA program in Clay and Jackson Counties in eastern Kentucky. Upon graduating from the University of Maine School of Law in 1973, Mr. Clark practiced law in Westbrook, Maine, until his retirement in 2014. Mr. Clark is a past President of the Cumberland County Extension Association, which governs the administration of Cooperative Extension programs in the county.

In 1982, he received the Association's Outstanding Citizen Award. He currently serves as a member of the Board of Directors and the Treasurer of the Friends School of Portland. Together with his wife, Elaine, Mr. Clark participates in the Health Outreach Program for the Elderly (HOPE) and the Alzheimer's Disease Neuroimaging Initiative 2 (ADNI) research studies at Boston University.

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Cynthia P. Eisen

Evolve Advisors

Cynthia Eisen is a senior consultant responsible for the nonprofit division of Evolve Advisors, a management consulting firm that provides strategic and IT services. In this capacity, she is responsible for strategic planning, development and marketing services for the firm's nonprofit clients.

Prior to working with nonprofit organizations, Ms. Eisen worked in corporate information technology before forming her own company, Roster Computer Systems, Inc., which developed specialized human resource management software for the insurance brokerage industry. Alzheimer's disease greatly impacted Ms. Eisen's family. Diagnosed with early onset Alzheimer's disease, Ms. Eisen's mother-in-law, Diane, received wonderful and compassionate care from the doctors and staff at the Penn Memory Center. Since Diane lost her battle to the disease six years ago, Ms. Eisen has dedicated her volunteer efforts to bringing awareness and raising research dollars to fight the disease. She has created and chaired several events in Moorestown, N.J. and Philadelphia, PA to benefit the Alzheimer's Association, Delaware Valley Chapter. Since 2008, Ms. Eisen has been a member of the board of trustees for the Alzheimer's Association, Delaware Valley Chapter. She has served on the Advocacy, Development and Nominating Committees. She served as a board member for Family Service (Burlington County) from 2006 to 2008 and the Moorestown Home & School Executive Committee from 2003 to 2005.

Ms. Eisen earned a Bachelor's Degree in Political Science from Lehigh University and holds a Certificate in Fundraising from La Salle University's Nonprofit Center. She resides in Moorestown with her husband, David (WG'89). She has two children attending college, Perry (University of Michigan) and Elyse (University of Wisconsin).

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Barbara R. Gomes

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Arlene Rudney Halpern

Ms. Halpern is a respected community leader with deep roots in the Philadelphia area. She has been active in numerous cultural and charitable activities for many years, including the Women's Committee of the Mann Center for the Performing Arts and the Host Family Program through the Friends of the Curtis Institute of Music. Ms. Halpern served as a board member of the Main Line Reform Temple and started its senior citizen program. The volunteer activity that Ms. Halpern cites as the most personally significant, however, is the work both she and her husband, Dr. Barry Halpern, have done for the Parkinson Council of Delaware Valley.

Dr. Halpern was diagnosed with Parkinson's disease in the early 90s. Since then, the Halperns have devoted themselves to raising awareness and resources to find a cure for this debilitating disease. In 2000, Ms. Halpern helped found the Parkinson's Golf Classic which has raised millions for research and which helps fund the Parkinson's Disease and Movement Disorders Center at Pennsylvania Hospital, the Center for Neurodegenerative Disease Research/Udall Center for Parkinson's Research at Penn Medicine, Thomas Jefferson University Hospital, and the National Parkinson's Foundation.

Ms. Halpern is a graduate of the University of Pennsylvania School of Education (ED'59. Early in her career she worked as a medical social worker at Hahnemann Hospita. Later Ms. Halpern trained as a paralegal and went on to handle real estate transactions, domestic relations cases, and estates and trusts for a small law firm. She left her paralegal practice when she became active in Lower Merion politics, helping Marjorie Margolies-Mezvinsky win election to the United States Congress in 1992. She was then hired by Representative Margolies-Mezvinsky and given primary responsibility for all constituent services involving health care issues in her congressional district. Ms. Halpern served as a Democratic committee-woman in Penn Valley for 35 years, only retiring from that post when she and her husband moved to Philadelphia. She has served on many Democratic campaign committees for various political candidates and has organized fundraising events as well as issues forums.

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David C. Hoefner


David Hoefner is currently the caregiver for his wife of 41 years who suffers from Frontotemporal Dementia. Prior to 2002, Mr. Hoefner's business career was comprised of numerous and varied executive roles applying his broad-based expertise in Information Technology, process engineering, risk management, organizational design, M&A, operations, and turnarounds.

Prior to 2002, Mr. Hoefner served as Executive Consultant to CAO & Board of Directors of the Ogden Corporation / Covanta Energy, New York, NY. Mr. Hoefner was recruited as strategic advisor to ensure business continuity. He served as Transition Executive conducting comprehensive assessments of the company's aviation and entertainment divisions to position them for profitable sale, which was Instrumental in generating $500+ million revenue thru the divestiture. He consolidated technology assets and isolated major systems creating independent operating units. Mr. Hoefner served as Program Manager coordinating a 235-member multicultural team in successful 11th-hour turnaround of $2 billion company's Information Technology strategy. He seamlessly transitioned 1,039 mission-critical systems across 343 sites in 25 countries with zero downtime.

Prior to 1999, Mr. Hoefner was consistently recruited and selected to lead complex large-scale change initiatives at PECO Energy/Exelon, Philadelphia, PA. Mr. Hoefner led multiple strategies that brought high-profile plants into regulatory compliance. As a goal-driven leader he has had a track record of bottom-line results achieved through system and process improvements. He has slashed annual expenses by $42 million while attaining world-class performance. As an adept strategist, Mr. Hoefner resolved complex problems by leveraging combined business and technology acumen. He has decreased organizational complexity, restructured, merged, and outsourced internal business units. He has evaluated emerging technologies, managed product selection, and spearheaded the integration of technology. As a Strategy Manager he led 200-member implementation team, which executed a $32 million in IT improvement and quality strategies. He has designed, deployed, and supported portfolio of 34 major systems in 24/7 operating environment, oversaw data administration, telecommunications, security, and disaster recovery functions, and created strategic plan encompassing capacity planning, infrastructure analysis, data storage projections, and client support.

Mr. Hoefner received his MBA and BSME (emphasis on MIT-based systems engineering concept) from Widener University.

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Carol G. Huff, MBA

Founder and President, Real Estate Investment Strategies, Inc.

Carol Huff is the Founder and President of Real Estate Investment Strategies, Inc., a commercial real estate management firm located in Philadelphia, PA. Ms. Huff has worked in the real estate industry for over thirty years and has personally been involved in more than $2 billion of real estate transactions. She has also been the representative for a half interest in a $100 million office tower; managed a $170 million portfolio of real estate investments, and has been the representative for the recent sales of a $100 million building and the principal for a $20 million sale. Ms. Huff recently completed negotiation for a major law firm lease valued at more than $50 million, and was the tenant representative in the development of a $35 million data center. Prior to forming her own firm, Ms. Huff was the Partner-elect of a nationally known real estate firm headquartered in New York. Her expertise was in syndications and development. She also led marketing of newly developed projects, concentrating on those in which the firm's partners had substantial financial interests. Ms. Huff holds an undergraduate degree in Civil Engineering, an MBA, and the prestigious C.C.I.M. designation (Certified Commercial Investment Member). Fewer than 3% of the 80,000 commercial/industrial real estate professionals in the country have attained this designation. Ms. Huff is a board member of CADE—Helping Children Make Smart Decisions and a Former President of the Philadelphia Bar Foundation.

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Lawrence A. Huff

Founder and President, Huff Real Estate, Inc.

Lawrence A. Huff is the Founder and President of Huff Real Estate, Inc., a real estate consulting and tenant representation firm with national and local corporate and institutional clients, as well as a commercial office space asset management firm handling 230,000 square feet of "Class A" office space in Center City, Philadelphia. Prior to establishing Huff Real Estate over twenty five years ago, Mr. Huff formed, organized, and managed with great success the 138-man corporate real estate department at Conrail—a $4 Billion transportation company with over 255,000 acres of land, 2.5 million square feet of office space and over 4,400 heated industrial buildings. During his nine years at Conrail, Mr. Huff institutionalized the application of modern financial theory to real estate management. He further introduced the concept of asset management and put in place a facilities energy management program. Mr. Huff is a graduate of Stanford University and received a law degree from George Washington University. He is the Former President of the Delaware Valley Chapter of the National Association of Corporate Real Estate Executives.

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Jeffrey L. Keefer


Jeffrey L. Keefer is a business strategy consultant. He is retired from the DuPont Company where he last served as an Executive Vice President responsible for corporate strategy development, the Performance Coatings Business, Information Technology and overall cost and working capital productivity programs for the Company. He also served from June 2006 through 2009 as Executive Vice President & Chief Financial Officer of DuPont. He was a member of the Office of the Chief Executive.

Jeff joined the Company in 1976 as a financial analyst for the Chemicals and Pigments business after receiving a Masters of Management degree from Northwestern's Kellogg Business School. After several years of supervising the business' accounting function, he accepted a field sales assignment in 1982. In 1985 he was appointed customer service manager for the unit. In 1987, Jeff was named TiO2 market manager of the paper industry, one of the three major markets served by Dupont Titanium Technologies. He assumed sales management responsibility for that segment in 1989. Four years later, Jeff was appointed managing director of the Asia Pacific region for DuPont Titanium Technologies and played a major role in the start-up of DuPont Titanium Technologies's new plant at Kuan Yin, Taiwan.

Upon his return to the United States, Jeff was named director of new ventures in 1997. In February 1999, he was named vice president and general manager - DuPont Titanium Technologies. He was named group vice president - DuPont Performance Materials in January 2004.

He currently serves on the board of directors of Junior Achievement of Delaware and

Delaware Guidance Services. He also serves on the Deming Center Advisory Board at Columbia University and the Patients Council of The Michael J. Fox Foundation. He is a past board member of the National Paint & Coatings Association and the Paper Industry Management Association.

Jeff holds a Bachelor of Arts degree in Economics from the College of Wooster, Wooster, Ohio, and a Master of Management degree from Northwestern University's

Kellogg business school. He resides with his wife, Anne, in West Chester, Pennsylvania.

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Lynn S. Kehoe

Principal, Sentia Advisors, LLC

Lynn Schultz Kehoe founded Sentia Advisors, LLC in 2011 to provide strategic marketing and coaching services to real estate investors. Her professional background spans three decades and includes experience in financial services, real estate investing and consulting. She has successfully created and executed marketing plans and strategies and has been a mentor and coach to numerous junior staffers throughout her career.

​​Lynn previously worked with ORG Portfolio Management as a senior consultant providing real estate advisory services to public pension plans, endowments and foundations.  The scope of these assignments included valuation review of properties and limited partner shares, creating and analyzing request for proposals and assessing suitability of  investment funds for various clients.​

Lynn’s professional career began with the Department of Treasury, Office of the Controller of the Currency in the turbulent 1980’s where she advanced quickly.  Her years as a bank examiner provided a strong financial base culminating in a move to employment in commercial banking.  She held increasingly senior positions in loan review, commercial lending, private banking, real estate “work-out” and real estate finance.      ​

Transitioning to real estate investment management in 1998, Lynn represented the real estate investment management divisions of an international financial conglomerate (ING) and an investment bank (Legg Mason).  During her tenure at these institutions she held senior positions that led or advanced the business development and client relationship functions.  Highlights of her responsibilities included significantly increasing assets under management in both private and public real estate investments (debt and equity) and assisting one of the firm’s in launching real estate hedge funds and publicly traded closed-end funds.  ​

In 2004 Lynn became a principal at Sarofim Realty Advisors (“Sarofim”) where she was responsible for leading the marketing and client service activities of the firm.  She was a voting member of the Investment Committee and the primary client advocate for investment decisions.  Lynn was instrumental in developing new investment strategies and products for institutional investors, oversaw the preparation and distribution of the firm’s quarterly and annual reports to clients and regularly met with clients to review investment portfolios and address client issues and concerns.  The firm invested in private equity transactions for office, retail, industrial, multifamily and hospitality assets in separate accounts and closed-end funds.Throughout her career, Lynn has been active in leading training seminars and speaking at industry conferences and events.  She has been a mentor to numerous co-workers both formally and informally.  ​

Community service and Board membership include positions on the Board of Directors for Stoneleigh-Burnham School, a girl’s private college preparatory school and the Advisory Board of the University of Pennsylvania Institute on Aging,  Board of Directors for the Philadelphia Chapter of Commercial Real Estate Women where she was Chair of the organization’s Strategic Planning Committee.  Lynn participates in various philanthropic and charitable organizations including the Alzheimer’s Association, Cystic Fibrosis Foundation, Leukemia and Lymphoma Society and the National Multiple Sclerosis Foundation.

Biography via

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Bruce A. Kehr, MD

President, Potomac Psychiatry

Dr. Bruce Kehr has served as Founder and President of Potomac Psychiatry since 1981. Washingtonian Magazine awarded him their “Top Doctor” designation from 2012 to 2015. In 2016 the magazine named him “The Face of Psychiatry” in their “Faces of Washington” issue. He treats adolescents, adults, and the elderly in psychotherapy, and with medication management when needed. He is also Founder and Chairman of AdhereRx Corporation, devoted to the patenting and commercializing of technologies that improve patient medication adherence.

His blog is the culmination of his years of experience treating thousands of patients and is devoted to helping anyone suffering from emotional distress that just won’t go away, patients in psychotherapy who are not getting better, psychotherapists who would like to better understand the underlying biological basis of the symptoms experienced by their clients, and patients in treatment with a psychiatrist who have not fully recovered

In 2013 Dr. Kehr was selected as a Top Geriatrician by the International Association of Healthcare Professionals. Dr. Kehr also serves on the Board of the Institute on Aging of the University of Pennsylvania, where he served as Chairman from 2006 to 2009. He was selected as one of the "100 Most Inspiring and Influential Leaders in the Life Sciences Industry," by the readers and editors of PharmaVOICE in 2007.

Dr. Kehr received training in psychotherapy at the Boston Psychoanalytic Institute, where he also completed his training psychoanalysis. A forensic consultant in neuropsychiatry and traumatic brain injury, Dr. Kehr is also the inventor of sixteen issued patents and five pending patents in the United States, Europe, Japan, and Canada, as well as issued and pending trademarks and service marks, in the field of medication adherence software, hardware and communications technologies. He has frequently lectured on the interface between executive coaching and psychiatry; the field of medication non-adherence, where he is recognized as an expert; and has lectured on neuropsychiatry aspects of traumatic brain injury. He received his BA from the University of Pennsylvania, followed by an MD from the Georgetown University School of Medicine. He is Board Certified by the American Board of Psychiatry and Neurology, and has been in practice since 1978.

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Zaven S. Khachaturian, PhD

Chair and President, Campaign to Prevent Alzheimer's Disease by 2020
Senior Science Advisor, Alzheimer's Association
Editor-in-Chief, Alzheimer's & Dementia: Journal of the Alzheimer's Association

Zaven S. Khachaturian, PhD is a steadfast scientist, relentless researcher and a resolute director in the quest to defeat diseases of the brain. In a career that has spanned nearly four decades, he has battled an enigmatic enemy - a foe that lurks within the neurons of the brain that robs individuals of their memory, their imagination, and ultimately their humanity.

Dr. Khachaturian obtained his B.A. in 1961 from Yale University, and completed his doctorate in 1967 from Case Western Reserve University. While in New York City in 1969, he completed post-doctoral training at the College of Physicians and Surgeons, Columbia University. His early career included an academic appointment at the University of Pittsburgh Medical School's Department of Psychiatry from 1969 to 1977. He was also a research scientist, the vice president for research at the University of Pittsburgh, and Professor of Health Services Administration, Graduate School of Public Health.

After leaving the University of Pittsburgh, he took a position with the National Institutes of Health in Bethesda, Maryland. His appointments included Director of the Office of Alzheimer's Research and Associate Director for Neuroscience and Neuropsychology of the National Institute of Aging. He was responsible for creating a new area of scientific study and policy for the U.S. Federal Government concerning brain aging and Alzheimer's disease, which previously did not exist.

He is recognized internationally as the architect of the major scientific research programs on brain aging and Alzheimer's disease supported by the U.S. Government. During nearly 20 years of government service, Dr. Khachaturian played a key leadership role in planning and administering the current infrastructure for Alzheimer's disease research. He helped develop the scientific careers of many investigators and Nobel laureates who have become prominent leaders in the fields of brain aging and Alzheimer's research.

Since 1978, he has devised the necessary strategies for incorporating policies into programs to meet global public health needs. He was responsible for many successful national and international scientific programs on the Neurobiology of Aging and Alzheimer's disease, and helped initiate programs like the Alzheimer's Disease Research Centers, the Alzheimer's Disease Drug Discovery Group, and the National Genetics Resource for the study of Alzheimer's Disease.

In addition to his administrative responsibilities at the NIH, Dr. Khachaturian made original scientific contributions to the development of brain aging. In 1984, he posited a unifying theory of brain aging, which is now referred to as the "Calcium Hypothesis of Brain Aging." This hypothesis has received substantial scientific support, and is instrumental in stimulating the field of aging research to shift from descriptive studies to those exploring biological mechanisms of brain aging.

Moreover, he played a central leadership role in the clinical arena by motivating the field of neuropathology and clinical neurology to standardize clinical diagnosis, instruments for assessment, and diagnostic criteria for neuropathological evaluation. He helped create the protocols for determining biomarkers that indicate a predisposition for Alzheimer's or other forms of dementia with a focus on the complex nervous system.

Dr. Khachaturian progressively assumed more responsible positions dealing with a broad range of national scientific and technical issues concerning the development and funding of national research programs and initiatives on brain aging, neurological disorders, diagnostic criteria, research infrastructure for clinical trials, drug discovery programs, intellectual property rights, regulatory issues and the cultivation of human resources. He assumed posts that developed public policies and programs relating to brain aging and Alzheimer's disease including:

  • Congressional Internship with Congressman Paul Rogers, Chairman of the Subcommittee on Health and the Environment of the Committee on Interstate and Foreign Commerce, U.S. House of Representatives.
  • Health Policy Coordinator in the Office of the Secretary, Department of Health and Human Services (DHHS), during the tenure of the Honorable Patricia Harris. His focus was on health policy analysis and development, and coordinated all policy issues, and legislative and regulatory matters relating to the FDA and the NIH. He also worked on regulatory changes to speed the FDA drug approval process.
  • Special Consultant to the Office of Technology Assessment (OTA) of the U.S. Congress, evaluating the need for scientific studies to better understand age-associated diseases of the brain and to speed up the development of effective treatments.

After retiring from government, Dr. Khachaturian created an international consulting firm - Khachaturian and Associates, Inc. to create business plans for research programs that integrate government, science and the private sector. He served as the president and CEO of the then Lou Ruvo Brain Institute, a 501 (c)(3) organization, which has since merged with the Cleveland Clinic in Las Vegas, Nevada. He is also the Senior Science Advisor to the Alzheimer's Association and serves as the Editor-in-Chief of Alzheimer's Dementia: The Journal of the Alzheimer's Association. In addition, he travels the world speaking on the topics of aging, Alzheimer's disease, the Politics of Science, Preventing the Disabilities of Aging, Barriers to the Development of Effective Treatments, and Revolutions in Models of Care and Future Trends in Research.

Dr. Khachaturian is now the President and Chairman of the The Campaign to Prevent Alzheimer's Disease by 2020, a 501 (c)(3) non-profit organization. The Campaign seeks accelerated progress in the discovery of cures for Alzheimer's and related neurodegenerative disease. The effort will pursue radical changes in current conceptual models of diseases and the traditional approaches for discovering and developing therapies for prevention.

Awards and Honors include:

  • The National Institutes of Health Director's Award - "In recognition of sustained and successful efforts in developing the Neuroscience of Aging Program and for leadership in the NIA's initiative on Alzheimer's disease;"
  • Scientist of the Year by the Maturity News Service.
  • Appointed to the Senior Executive Service" by Secretary, Department of Health and Human Services.
  • Member of the "Dana Alliance for Brain Initiatives."
  • President's Award from the Alzheimer's Association, recognizing him as the "chief architect of the NIA's program to combat Alzheimer's disease.
  • Co-recipient with Mrs. Nancy Reagan, 1996, New York Rita Hayward Gala Award.
  • Alzheimer's Association established the Zaven Khachaturian Award, to "recognizes an individual whose compelling vision, selfless dedication and most extraordinary achievement have significantly advanced the field of Alzheimer science."
  • Former member of the FDA Peripheral and Central Nervous System (PCNS) Advisory Committee and present ad hoc consultant to the committee.

Additional profile on Dr. Khachaturian from Bethesda Magazine

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Barbara Kleger

President, 55+ Consulting, a division of KD Partners, LLC

Barbara Kleger has been serving the senior housing industry since 1978. She is currently President of 55+ consulting, a division of KD Partners, LLC, a national firm that specializes in strategic planning, consumer research and marketing for active adult and full service retirement communities. Ms. Kleger serves on the board of many senior housing organizations and is a frequent speaker at national seminars. She has personally served over 250 clients and surveyed over one million adults.

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Adam Koppel, MD, PhD

Managing Director, Bain Capital

Adam Koppel, MD, PhD, received his BA and MA in History and Science (Physics) from Harvard College in 1991. He completed his MD/PhD as a Medical Scientist in Training in 1998 at Penn's School of Medicine and Department of Neuroscience and graduated in 2000, after also receiving his MBA as a Palmer Scholar from the Wharton School. While training at Penn Medicine, Dr. Koppel did a clinical rotation at the Center for Neurodegenerative Disease Research (CNDR. Together with Drs. Virginia Lee and John Trojanowski, Dr. Koppel co-owned Layton Bio-Science, a biotech company that specialized in cell-therapy and progressed through to clinical trials in 1998. Dr. Koppel is currently a Managing Director at Bain Capital in the Brookside Capital Fund, a Public Equity Hedge Fund. In this role, Dr. Koppel manages an investment portfolio of mostly publicly traded equities across the entire healthcare sector, as well as a small portion of private investments. Prior to joining Bain Capital, Dr. Koppel was an Associate Principle at McKinsey & Co. in their New Jersey/New York Healthcare Practice. In this role, he acted as a consultant to pharmaceutical/biotechnology companies and hospital systems. Dr. Koppel also serves as a board observer for Portola Pharmaceuticals, Tengion, and Concert Pharmaceuticals. Dr. Koppel maintains a strong interest in neurosciences and in particular, Alzheimer's and related neurodegenerative disease drug discovery.


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Merle Krimsky

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Robert D. Lane, Jr, Esq.

Shareholder, Stevens & Lee

Mr. Lane is nationally recognized in all aspects of commercial real estate development, acquisitions and financing, with over 30 years of experience representing a wide variety of companies in diverse industries. Mr. Lane's clients have included many Fortune 500 companies: national real estate companies; major healthcare institutions; large retail, hotel and restaurant chains; one of the world's leading telecommunications companies; numerous financial institutions; and a Congressionally chartered, U.S. Government lending institution.

Mr. Lane has guided Fortune 100 companies in developing major corporate facilities throughout the U.S., and has led specialized facilities development in the media, retail and petroleum industries. He continues to lecture and write extensively on such subjects as commercial leasing, zoning and land use, boundary law, real estate taxation and real estate development.

Mr. Lane has been named a "Leading US Attorney" by Chambers and Partners in the real estate category of its 2003, 2004 and 2005 Chambers USA, America's Leading Business Lawyers directory. He has been recognized as a Pennsylvania Super Lawyer from 2004 through 2010 - selected by his peers as among the top 5 percent of lawyers in the Commonwealth. In a 1999 Philadelphia magazine survey, Mr. Lane was recognized as one of the best real estate lawyers in Philadelphia. He has been an elected Fellow of the American College of Real Estate Lawyers (ACREL) since 1995.

An active and visible leader in a broad variety of professional, charitable and governmental organizations, Mr. Lane served as President of the Philadelphia Bar Foundation in 2005-2006, having previously served as President of the Philadelphia Bar Education Center. He formerly served as Chair of the Philadelphia Bar Association's Real Property Section and its Committee on Zoning and Land Use. Mr. Lane has also served as President of the Central Philadelphia Development Corporation's (CPDC) Board of Directors since 2001 and is active in CoreNet, a networking association for corporate real estate professionals, the International Council for Shopping Centers (ICSC), as well the Zell/Lurie Real Estate Center of the Wharton School at the University of Pennsylvania as an adjunct professor.

Mr. Lane received a J.D. from the University of Pennsylvania Law School (1977) and an A.B. with honors from Brown University (1973).

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James L. McCabe, PhD

President, McCabe Capital Managers, Ltd.

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Judith Ellen Newman

Ms. Newman received her BA in Education (1964) from New York University and taught as an elementary education teacher in Warminster, PA, from 1964-1966. For 23 years she owned and operated Details, a Rittenhouse Square retail store specializing in personalized stationary, invitations and gifts. She sold the business in 2006.

In addition to her teaching and business career, Judy has volunteered for and served on the boards of a number of cultural, healthcare and civic organizations including:

  • Willowcrest Bamberger Skilled Nursing Facility – Trustee (1972-1982)
  • Albert Einstein Medical Center – Trustee (1975 – present)
  • American Ballet Company of Philadelphia – Trustee (1985 – 1989)
  • Rock School of The Pennsylvania Ballet – Trustee (1987 – 1990)
  • Friends of Rittenhouse Square – Trustee (1990 – present)
  • Philadelphia Art Alliance – Trustee (1998 – 2001)
  • American Poetry Review – Trustee (2008 – present)
  • Board of Women Visitors of the University of Pennsylvania Health System (2009 – present)

Ms. Newman has a particular interest in aging and advancing cures for neurodegenerative diseases.

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Orien Reid Nix

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Kenneth A. Orr

Kenneth A. Orr is the Founder and President of Triumph Small Cap Fund, Inc (TSC Fund), a venture capital firm in Melville, NY investing in emerging companies whose technology has the potential to dominate and or change an industry. Since 1997, Mr. Orr has been an early investor and/or financier of numerous public and private businesses. As a financier, Kenneth Orr has been credited with offering start-ups and small companies the financial resources to accomplish their goals and creating sustainable shareholder value through use of equity and debt based securities.

Prior to TSC Fund and shortly after graduating with a BS from Tufts University, Mr. Orr joined a small family business, North American Agriculture, Inc. (NAA), a global physical commodity trading company with warehousing and transportation operations. During Mr. Orr's six years with NAA as head of commodity trading and head of M& activities, the company's workforce rose to over 320 employees and sales increased by 600%. After selling his interest in NAA, Mr. Orr founded the investment banking and brokerage firm, First Cambridge Securities, which served over 15,000 clients with offices in New York and Los Angeles. First Cambridge Securities employed over 350 employees in just three years since its inception.

Mr. Orr also serves on the board of numerous local and national charities, including serving on the board of the North Shore LIJ Hospital New Leadership Division, and is the founder of The Orr Foundation, which was established in 2004 for the purpose of funding educational programs, religious and racial appreciation, research for disease prevention and cures, as well as the fight against domestic violence. Mr. Orr was formerly the President of The Lawrenceville School Camp, which offers a summer camp program to inner city children. In addition, The Orr Foundation is a proud sponsor of the MPowering Kids program.

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Vivian Weyerhauser Piasecki

A graduate of Vassar College and the New York School of Design, Vivian Weyerhaeuser Piasecki has contributed her creativity and philanthropic spirit as a longtime member of the IOA's External Advisory Board. President of the Piasecki Family Foundation and active with the Weyerhaeuser Family Foundation, Ms. Piasecki has served on numerous corporate boards, both locally and nationally, while maintaining her personal commitment to community involvement and service here in Philadelphia. Ms. Piasecki has served as a Trustee of the University of Pennsylvania, as Chairperson of the Board of Overseers of the Penn School of Nursing, and on the board of the University of Pennsylvania Medical Center. In addition to her tenure as a member of the IOA's External Advisory Board, she currently participates as a senior board member for WHYY, Inc. and One to One - The Greater Mentoring Partnership. Ms. Piasecki also has been integral in the development of the National Constitution Center, co-chairing the Center's Capital Campaign, which made the Center a reality, and serving as a member of the board and the executive committee.

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William Z. Potter, MD, PhD

William Z. Potter, M.D., Ph.D., is recognized world-wide as an expert in the field of neuropsychopharrnacology and the development of novel drugs for major Central Nervous System (CNS) disorders. Most recently, he served as Vice President of Translational Neuroscience at Merck Research Laboratories, prior to which he was head of early CNS development at Lilly Research Laboratories (1996-2004).

Before working in the pharmaceutical industry, Dr. Potter had a distinguished career at the National Institutes of Health (NIH), where in 1971 he began as a fellow in the laboratory of B. B. Brodie. During his 25 year career in the Public Health Service, mainly in the National Institutes of Mental Health (NIMH), he authored over 200 publications, won Distinguished Service and Alumni Awards, and was a mentor to numerous current chairs of departments in academia across US, Europe, South America and China, as well as senior executives in industry.

Dr. Potter received his undergraduate, graduate (pharmacology), and medical degrees from the University of Indiana and is board certified in Psychiatry. He served as Senior Surgeon and Medical Director in the US Military (1971-1995).

Dr. Potter was one of the early architects of the Alzheimer Disease Neuroimaging Initiative (ADNI), and he continues as former chair and active participant on the Industry Strategic Advisory Board. For the past 18 months he has served as co-chair of the Foundation of the National Institute of Health Biomarkers Consortium Neuroscience Steering Committee, where he has championed the collaborative development of both biochemical and cognitive measures to enhance drug development of Alzheimer's and other brain diseases. In addition, he serves on the Institute of Medicine Forum on Neuroscience where he has organized and chaired public forums on such diverse topics as: suicidology and novel CNS biomarkers. As current Chair of the American College of Neuropsychopharmacology Goverument, Industry, Academia Liaison Committee, Dr. Potter focuses on opportunities to align and leverage efforts among stakeholders, and has recently been working with the leadership of both the Alzheimer's Association and National Alliance for the Mentally III as representatives of patient concerns.

Dr. Potter's current major interest is in seeing that everything possible is done to "realize the potential of methods that have been advanced over the last decade that allow one to better explore the physiological and biochemical processes associated with brain function, especially with regard to Alzheimer's and other neurodegenerative diseases.

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Steven C. Quay, MD, PhD

President, Ensisheim Partners, LLC
Director, MDRNA, Inc.

Dr. Quay joined the Company in August 2000 as Chairman, President and Chief Executive Officer. He served as President from August 2000 until December 2007, and as CEO until June 2008. In June 2008, Dr. Quay was appointed Chief Scientific Officer and Chairman of the Scientific Advisory Board. He remains Chairman of the Board of Directors. Dr. Quay founded and was Chairman, President and CEO of Atossa Healthcare, Inc., which focused on the development of a proprietary platform of diagnostics and treatments related to breast cancer risk assessment and therapeutics and other healthcare products for women. In 1991, Dr. Quay founded Sonus Pharmaceuticals, Inc., a company engaged in the research and development of drug delivery systems and oxygen delivery products based on emulsion and surfactant technology, where he served as CEO, President and a director until June 1999. In 1984, Dr. Quay founded Salutar, Inc. to develop contrast agents for magnetic resonance imaging. Two pharmaceuticals, OmniScan® and TeslaScan®, were invented by Dr. Quay at Salutar and are now FDA-approved for sale in the United States and other countries. Dr. Quay has authored more than 100 papers in diagnostic imaging, oncology, RNA interference and biochemistry and holds 65 U.S. patents. Dr. Quay graduated from the University of Michigan Medical School where he received an M.A. and a Ph.D. in biological chemistry in 1974 and 1975, respectively. He earned M.D. in 1977. Dr. Quay completed his post-graduate work in the chemistry department of Massachusetts Institute of Technology. Dr. Quay received his residency training at Massachusetts General Hospital, Harvard Medical School in Boston. From 1980 to 1986, he was a faculty member of Stanford University School of Medicine.

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Eric J. Rosen

Partner, MSD Capital, LP

Eric Rosen is a partner of MSD Capital, LP, the private investment firm established to exclusively manage the capital of Michael S. Dell and his family. Mr. Rosen joined MSD Capital in 2005 and is responsible for leading the firm's private equity investment activities. The firm currently manages over $10 billion of assets utilizing a multi-disciplinary approach to investing, encompassing traditional private equity, real estate and publicly-traded securities.

Previously, Mr. Rosen was a Managing Director of Onex Corporation, a diversified holding company and investment firm, and prior to joining Onex in 1989, he was a member of the Mergers & Acquisitions and Merchant Banking Groups of Kidder, Peabody & Co.

Mr. Rosen is currently on the Boards of OneWest Bank, a full service, California-based, thrift institution chartered by the OTS, ValleyCrest Companies, the largest North American commercial landscape installation and maintenance company, and DentalOne Partners, a dental practice management company. Additionally, Mr. Rosen is on the Board of New Alternatives for Children, a New York City-based not-for-profit agency serving children with medical disabilities and/or chronic illnesses and their families, is a member of the Board of Trustees of the Jewish Theological Seminary, and is a Trustee of the Stanford Graduate School of Business Trust.

Mr. Rosen received an MBA from the Stanford Graduate School of Business and a BS in Economics, magna cum laude, from the Wharton School of the University of Pennsylvania.

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Lynn S. Shecter

Senior Vice President, Oppenheimer & Co, Inc.

Lynn is a Senior Vice President in private wealth management at Oppenheimer & Co., Inc., a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. She is also a frequent lecturer, TV commentator, and writer for publications such as the Philadelphia Business Journal on wealth management, financial planning and other finance-related topics.

Previously, Lynn served as Senior Vice President in private wealth management at Smith Barney and as Managing Director of private wealth management at W.H. Newbold's Son & Co, Inc. She also served on the boards for the Rittenhouse Trust Company and the Haverford Trust Company.

Among her many civic involvements, Lynn is a Board Member for the Friends of Rittenhouse Square, Co-Chair for the 2013 Rittenhouse Square Ball, and Ball Committee Member for the 2013 Academy Ball. She is also Founder of the Alzheimer's Research Foundation at Hahnemann Hospital and of New Breed of Women, an organization dedicated to increased leadership opportunities for professional women. Previously, Lynn served on the boards of Philadelphia Museum of Art Corporate Partners and Hahnemann Hospital.

Lynn received her undergraduate degree, magna cum laude, from Drake University after transferring from the University of Pennsylvania. She has also taken graduate courses at the Wharton School of the University of Pennsylvania.

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Daniel M. Skovronsky, MD, PhD

Founder and CEO, Avid Radiopharmaceuticals, Inc.

Dr. Skovronsky founded Avid Radiopharmaceuticals in 2005 and currently serves as its CEO. Avid Radiopharmaceuticals is a clinical-stage, product-focused molecular imaging company that has developed proprietary targeting agents to image amyloid plaques, and is currently testing these compounds in clinical trials for the detection of Alzheimer's disease. Prior to establishing Avid Radiopharmaceuticals, Dr. Skovronsky served as Scientific Director of High Throughput Screening and Drug Discovery at the Center for Neurodegenerative Disease Research at Penn from 2004-2005. He also trained at Penn, completing a Pathology residency and a Neuropathology fellowship at the Hospital of the University of Pennsylvania (2001-2005) and receiving an M.D., Ph.D. in Neuroscience from the School of Medicine (1994-2001).

Dr. Skovronsky has more than 20 peer-reviewed publications and has served as principal investigator or co-principal investigator on seven NIH funded grants since 2005. He and Avid Radiopharmaceuticals have received numerous scientific and business awards, such as the Frost & Sullivan Molecular Imaging Technology Innovation of the Year Award in 2007 and the American Society for Investigative Pathology's Experimental Pathologist-in-Training Award in 2001. Additionally, Philadelphia Business Journal named him as one of their "Forty under Forty" business leaders in the region in 2006, and PharmaVoice Magazine named him among the "Top 100 Pharmaceutical Business Leaders" in 2007.

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Richard Sloane

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Carolyn Sloane

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Don I. Trachtenberg, DDS

Adjunct Professor, General Restorative Dentistry, Penn School of Dental Medicine

Don I. Trachtenberg, DDS, is an accomplished teacher, scientist, and advocate in the field of dental medicine, who received his undergraduate, dental, and graduate degrees from the University of Pennsylvania, earning dual certification in prosthodontics and periodontics.

Dr. Trachtenberg is currently an Adjunct Professor of General Restorative Dentistry at Penn Dental and has held numerous academic appointments including Departmental Chair and full Professor appointments since he started there as an instructor in 1967. Dr. Trachtenberg also served as Clinical Professor at the Medical College of Pennsylvania and Clinical Professor of Surgery (in Dental Medicine) at Allegheny University of the Health Sciences and at MCP Hahnemann School of Medicine. He has served on the boards of a number of community and civic organizations and is currently Treasurer and a member of the board of the Delaware Valley Academy of Osseointegration, as well as a life member of many other professional organizations.

Writing from the perspective of a caregiver of someone with a form of frontotemporal disease, Dr. Trachtenberg also co-authored an article together with Dr. John Trojanowski in the Archives of Neurology advocating for more recognition of the impact the label of dementia can have on a person and for an alteration of terminology to afford more sensitivity to those diagnosed with memory and cognitive disorders.

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Jonathan T. Wachtel

President, Lucky Boy Development, LLC

Mr. Wachtel is an attorney and real estate investor based in Brooklyn, New York. As President of Lucky Boy Development LLC since 2003, Mr. Wachtel has participated in and sponsored several multifamily residential projects in the greater New York City area. At the same time, Mr. Wachtel remains a practicing attorney and regularly assists clients in the development, acquisition, sale and financing of various types of property. Prior to entering the real estate business, Mr. Wachtel was in private practice as a real estate attorney at the firm of Kramer, Levin, Naftalis & Frankel LLP in New York.

Mr. Wachtel graduated in 1996 from the University of Pennsylvania with a B.A. in International Relations. He spent his Junior year abroad at the London School of Economics where he completed the General Course with a concentration in International Relations. Mr. Wachtel went on to receive a JD in 1999 from Brooklyn Law School where he was elected an editor of the Brooklyn Law Review.

Mr. Wachtel currently resides in Brooklyn, New York with his wife, Catherine, and his daughter Annabelle. His studies in International Relations have served him well in his personal life, as his wife Catherine hails from Paris, France.

Like many, his life has been touched by Alzheimer's disease, and he is committed to learning more and participating in whatever way possible in the battle against Alzheimer's.

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