UAW Retiree Medical Benefits Trust
Committee Biographies

 

 
 Chairman of the Committee

Robert Naftaly, C.P.A is the retired President and CEO of PPOM, an independent operating subsidiary of Blue Cross Blue Shield of Michigan (BCBSM), and a former Executive Vice President and Chief Operating Officer for BCBSM. Prior to holding those positions, he served as the Chief Financial Officer for BCBSM. From 1983 to 1987, Mr. Naftaly served as the Director of the Department of Management and Budget of the State of Michigan. He has served on several other Boards, including the Detroit Investment Fund, Walsh College, Meadowbrook Insurance Group, Blue Cross Blue Shield of Maryland, and the Board of Governors of Wayne State University.

 

Independent
Trustee


Committee Members



UAW
Trustee

Joseph Ashton, retired UAW Vice President, joined the UAW in 1969 while working at ITE Circuit in Philadelphia. Active in labor and civic affairs, Ashton is executive vice president of the Pennsylvania AFL-CIO Executive Council, executive vice president of the New Jersey AFL-CIO and a former director of the Western New York Federal Reserve Bank. He is a member of the Multiple Sclerosis Association, the Statewide Labor Advisory Committee for Pennsylvania, the Northeast-Midwest Alliance for Labor, the Industrial Relations Research Association of Pennsylvania and Meals on Wheels. Ashton was born in Philadelphia, graduated from the city’s Northeast Catholic High School and attended Penn State University.

 

 

Adam Blumenthal (Investment Subcommittee Chair) is Co-founder and Managing Partner of Blue Wolf Capital Partners LLC, a private equity firm, and Blue Wolf Capital Fund II, L.P., a private equity fund, which specialize in control investments in middle-market companies in which managing relationships with government or labor, or resolving financial or operational distress, are critical to building value. From 2002 to 2005, Mr. Blumenthal served as First Deputy Comptroller and Chief Financial Officer for New York City Comptroller William C. Thompson, Jr.  In this capacity, he oversaw the capital markets' activities of the Comptroller's office, including management of the assets of the New York City Retirement Systems; issuance of budget, financial, and economic analyses; and oversight of the City's debt issuance.  During his tenure, the City's pension assets increased from $65 billion to $85 billion primarily as a result of strong investment gains. From 1989 to 2002, Mr. Blumenthal built and managed American Capital Ltd., a publicly-traded buyout and mezzanine fund (NASDAQ: ACAS).  Over this time, American Capital produced a 22% IRR to investors in its initial public offering. Mr. Blumenthal received a B.A., magna cum laude, from Harvard College, and an M.B.A. from the Yale School of Management. From 2004 to 2007, he served on Yale SOM's Board of Advisors, and in 2008 was named a Donaldson Fellow at the school.  He has also served as a trustee of, and been Chairman of the investment committees of both the Nathan Cummings Foundation and of the Community Service Society of New York.  He has been a director or chairman of numerous public and private companies, and has been an advisor to both companies and unions in complex restructuring transactions.



Independent
Trustee




UAW 
Trustee

Cindy Estrada was elected to her second term as a UAW vice president in June 2014. The longtime union organizer and social activist was first elected as vice president in 2010 and is the first Latina elected to serve as an International officer. After graduating from the University of Michigan with a bachelor's degree in education, Estrada began organizing. In 1995, Estrada was assigned to help organize workers at Mexican Industries in southwest Detroit. The organizing campaign resulted in one of the largest UAW victories for Spanish-speaking manufacturing workers. That win, along with other significant UAW organizing successes, led then-UAW President Stephen P. Yokich to appoint Estrada to the International's organizing staff in 2000.In 2010, during Estrada's first term as an International vice president, her responsibilities included directing the UAW Independents, Parts and Suppliers/Competitive Shop Department; Public Sector & Health Care Servicing Department and the Women's Department. Upon her re-election as vice president in June 2014, UAW President Dennis Williams assigned Estrada to lead the General Motors Department, making her the first woman and the first Latina to do so. In addition to the GM Department, she was also assigned to lead the Independents, Parts, and Suppliers (IPS) Department; and will continue to organize in those areas. She will also continue to lead the Women's Department.

Teresa Ghilarducci is a labor economist and nationally-recognized expert in retirement security. An economics professor at The New School, Teresa serves as the Bernard L. and Irene Schwartz Chair in economic policy analysis and director of SCEPA, the Schwartz Center for Economic Policy Analysis that focuses on economic policy research and outreach. Ghilarducci joined The New School in 2008 after 25 years as a professor of economics at the University of Notre Dame and 10 years as director of the school’s Higgins Labor Research Center.  She was twice appointed by President Clinton to the Pension Benefit Guaranty Corporation advisory board, serving from 1995-2002.  As an author, her most recent book - When I’m Sixty Four: The Plot Against Pensions and the Plan to Save Them – investigates the loss of pensions on older Americans and proposes a comprehensive system of reform.  She also frequently publishes in refereed journals, testifies before the U.S. Congress, and is a media source to popular and online news outlets about pensions and labor economics.

  


Independent 
Trustee




UAW 
Trustee

Norwood Jewell was elected a UAW vice president in June 2014. Previously, he served as director of UAW Region 1C after being elected in June 2010. A UAW Local 659 member since 1976, Jewell worked at the General Motors Co. Flint Metal Fabricating plant. He started on the production line before becoming active in the union in 1988. His union activism led to various elected positions at the local, beginning with alternative committeeperson in 1988. Jewell was a key figure during the historic strike of 1998 between the UAW and GM. In 2000, UAW President Stephen P. Yokich appointed Jewell to serve as International representative. He was assigned to the UAW-GM Health and Safety Department as a plant auditor for the GM Truck Assembly plants, and co-chair of the UAW-GM/Delphi Ergonomics Program. Jewell is a member of the Democratic National Committee, the A. Philip Randolph Institute, the Labor Council for Latin American Advancement, the Coalition of Labor Union Women and a lifetime member of the NAACP.

David Baker Lewis (Audit Subcommittee Chair) currently serves as Chairman of Lewis & Munday, a Detroit based law firm with offices in Lansing, New York, Washington and Seattle. Mr. Lewis has specialized in municipal finance since 1974 and has extensive experience in all aspects of municipal finance law.  He has served as Lewis & Munday's lead attorney on many municipal bond offerings over the years.  Mr. Lewis is a former member of the Board of Directors of the National Association of Bond Lawyers and is former Chairman of the National Association of Securities Professionals.Mr. Lewis received his Bachelor of Arts degree from Oakland University in Rochester, Michigan, majoring in Business Administration.  He earned his Master of Business Administration degree from The University of Chicago Graduate School of Business, and he was awarded his Juris Doctorate degree from The University of Michigan Law School.  Mr. Lewis has served on the boards of numerous professional, educational and civic organizations.  Particularly noteworthy is his service as a former Assistant Professor of Law at the Detroit College of Law and former member and Chairman of the Board of Trustees of Oakland University.  Currently, Mr. Lewis serves as a member of The Kroger Company Board of Directors, STERIS Corporation Board of Directors and the Board of Directors of H & R Block.  He is a former Director of Comerica, Inc., TRW, Inc., LG&E Energy Corp., M.A. Hanna Company and Consolidated Rail Corporation (Conrail).


David Baker Lewis

Independent
Trustee

 




Independent
Trustee
                            

Bill Patterson is the Executive Director of the CtW Investment Group, which he established in 2006 under the auspices of Change to Win, a federation of North American unions representing five million members.  CtW affiliates sponsor Taft Hartley pension and benefit funds with $200 billion in assets.  Mr. Patterson works with these funds to promote the interests of worker beneficiaries in the capital markets, specifically by leading shareholder initiatives to enhance corporate governance, accountability, and advocating for effective legislative and regulatory reform.  Mr. Patterson’s investment work with unions and their pension funds dates to the 1980s, when he helped unions lead employee buyouts to retain manufacturing jobs.  He has served as co-chair of the Council of Institutional Investors and on the World Bank’s Private Sector Advisory Group (PSAG) for the Global Corporate Governance Forum.   In 2008, Directorship magazine named him to the Directorship 100, as one of the most influential people in corporate governance.   

James Settles Jr., UAW Vice President, began his career as a trade union activist in 1968, at Ford Motor Co.’s Dearborn Iron Foundry and Michigan Casting Center. A longtime political activist and Democratic precinct delegate, Settles has assisted campaigns for progressive candidates and causes in southeast Michigan. A Detroit native, Settles is active in a wide range of community and civic organizations. He is a member of the Detroit-Wayne County Board of Authority, the Trade Union Leadership Council, the Coalition of Black Trade Unionists and a life member of the NAACP. He serves on the boards of the Henry Ford Community College Employment and Training Development Center, the Detroit Public School Compact Association and the North Rosedale Park Civic Association. Settles is a recipient of the Nelson Jack Edwards Award; and the Man of the Year Award from the Young Women’s Christian Association (YWCA).




UAW
Trustee




UAW 
Trustee

Dennis Williams was elected UAW president in June 2014, at the union's 36th Constitutional Convention. Williams previously served as the union's secretary-treasurer. As secretary-treasurer, Williams was part of developing a long-term strategy for the union, supporting the membership and organizing the foreign-owned automakers in the U.S. Williams was instrumental in turning around the relationship with Navistar Inc., bringing major investments into UAW facilities as well as organizing the Tulsa Bus plant. Williams, a United States Marine Corp veteran, joined UAW Local 806 in 1977 at J.I. Case where he was a salvage welder. He was elected to the bargaining committee and as chairman. In 1992, Region 4 Director Bill Stewart assigned Williams to service locals in various sectors throughout the region, including Agricultural Implements, Independent Parts and Supplier (IPS), and Technical, Office and Professional (TOP). He also assisted in the negotiation and servicing of several national agreements, including J.I. Case. In June 1995, Williams was appointed as the assistant director of Region 4 by Regional Director Paul Korman, where he served until his election as director. In 2001, he was elected UAW Region 4 Director at a special convention. He was re-elected in June 2002 and in June 2006. Williams and his wife, Donna, have two sons, a daughter-in-law, and two grandchildren.

Douglas R. Woll, MD., F.A.C.P. is a physician and a Fellow of the American College of Physicians. After conducting an active medical practice in Michigan for several years, he served as the chief medical officer for several large health Plans in Michigan including Maxicare’s Independence Health Plan, SelectCare and Blue Care Network of Michigan.  Dr. Woll brings expertise in benefit design, medical policy, clinical care delivery, provider reimbursement, medical management and quality improvement.  His focus is on assuring that participants consistently receive medically-appropriate high quality health care services.  He is currently the Chief Strategy Officer for BENCON LLC, a health care consulting company.


Dr. Douglas Woll

Independent
Trustee

Channelnet Sitebuilder