Advisory Board
Adivisory Board

From time-to-time, CastleOak’s executive leadership and operating management draw on the advice and counsel of industry veterans and corporate leaders with extensive experience in business and organizational strategy, governance and Diversity & Inclusion.

Milton M. Irvin

Chairman of the CastleOak Securities Advisory Board

Milton Irvin serves as the Chairman of the CastleOak Securities Advisory Board. Mr. Irvin is a former Managing Director and Americas Head of Diversity and Inclusion for UBS. Before joining UBS, he served as President and Chief Operating Officer of Blaylock & Partners, a minority investment banking firm, and, an Internet start-up. Previously, Mr. Irvin spent nearly twenty years at Salomon Brothers, holding positions in Fixed Income Sales and Sales Management.

Mr. Irvin served on the Wharton Graduate Executive Board. In 1994, President Clinton appointed him to the Advisory Committee of the Pension Benefit Guaranty Corporation and served as its Chair from 1995 to 1998. A founding member of the Executive Leadership Council, Mr. Irvin serves as Chair of its Investment Committee.

Robert J. Brown

Robert J. Brown is Chairman and Chief Executive Officer of B&C Associates, Inc., a management consulting, marketing research and public relations firm headquartered in High Point, North Carolina. He is also the Chairman and CEO of B&C International, Inc., and President of International BookSmart Foundation.

B&C was founded in 1960 and has been privileged to serve many of the Fortune 500. Some of the companies listed in B&C’s extensive client portfolio include Sara Lee Corporation, USAA, General Motors Corporation, Coca-Cola Company, Nissan Corporation, Michelin North America, Lowe’s, Inc., AutoNation, Inc., Freddie Mac, Sprint, Rooms To Go, Blue Cross Blue Shield of North Carolina, and Office Depot, DeBeers, Inc. and Save-A-Lot.

A native of North Carolina, Brown attended North Carolina Agricultural and Technical State University and Virginia Union University. In 1956, he entered the field of law enforcement, serving first as a local police officer and then as a federal agent with the U.S. Department of the Treasury. He established B&C Associates, Inc., in 1960 and served as President and CEO until 1968 when he took a leave of absence from the company to serve as Special Assistant to President Richard Nixon. He returned as Chairman and CEO of B&C Associates, Inc., in 1973.

Brown has served as a member of the corporate boards of: AutoNation, Inc. (Fort Lauderdale, Florida), Blue Ridge Holdings, Inc. (Charlotte, North Carolina), Duke Energy, Wachovia Corporation and Sonoco Products Company.

Brown resides in High Point, North Carolina.

Dr. William R. Harvey

Dr. William R. Harvey is President of Hampton University and 100% owner of the Pepsi Cola Bottling Company of Houghton, Michigan. A native of Brewton, Alabama, he is a graduate of Southern Normal High School and Talladega College. He earned his doctorate in College Administration from Harvard University in 1972. Before coming to Hampton thirty-two years ago, he held administrative posts at Harvard, Fisk, and Tuskegee universities.

As President of Hampton University since 1978, Dr. William R. Harvey has introduced innovations which have solidified Hampton’s stellar position among the nation’s colleges and universities. His innovative leadership is reflected in the growth and quality of the University’s student population, academic programs, physical facilities, and financial base. His outstanding leadership skills are exemplified by the appointment of fourteen former Hampton University administrators to CEO positions at other institutions during his tenure.

Since Dr. Harvey became President, student enrollment has increased from approximately 2,700 to approximately 6,300. Seventy-six new academic programs have been introduced including PhD’s in physics, pharmacy, nursing, atmospheric and planetary science, and physical therapy. During that time, he has built 18 new buildings.

Dr. Harvey is married to the former Norma Baker of Martinsville, Virginia, and they have three children—Kelly Renee, William Christopher, and Leslie Denise—and three grandchildren—Taylor, Gabrielle, and Lauren.

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