Board of Directors


Robert Jeffers, Chairman

COO

Fiduciary Trust

 

Davida Dinerman

Director, Media and Influencer Relations

Look Left Marketing

 

Tye Graham

Senior Vice President, HR Business Partnerships

Eastern Bank

 

Rachel Leone
President

Leone Marketing

Andy Matteis, Treasurer
Retired Investment Executive

Michael Radin
Partner
Tarlow, Breed, Hart & Rodgers, P.C.

Joe Schutt
Broker & Owner
Unit Realty Group

 

Nitzan Shaer
CEO
WEVO


John Valpey
Managing Director & Fiduciary Services, Executive
U.S. Trust

Richard Yannaco
Partner and Chief Administrative Officer
Oliver Wyman

 

Associate Board


Chris Cotrone

Marketing Manager

Boston Partners in Education

 

Ben Dooley

Account Executive

GoodData

 

Stephanie Eng

Program Manager

athenahealth, Inc.


Vanessa Escobar
Senior CDO Reporting Analyst ,AVP

US Bank

Gretchen Fuhr

Manager, U.S. Regulatory and Government Affairs

Just Energy

 

Katherine Lee

Senior Epidemiology Research Associate

IQVIA

 

Sue Li
Partnership Manager

Boston Partners in Education

 

Diego Lopez

Mechanical Designer

Arora Engineers

 

Pamela Loving Dube

Event Manager

Forklift Catering

Melissa Meek
Research Analyst

NMR Group

Bill Moody, CFP®, CIMA®, CLU®

Senior Financial Planning Consultant

MassMutual

 

Madeline Moore

Transfer Pricing Associate

PricewaterhouseCoopers

 

Janice Neiman
Research Specialist

Massachusetts Trial Court

Matt Ng
Manager

Root Cause
 

Lisa Philpott

Vice President, Business Development

uConnect

Glenn Stowell

Financial Analyst
Goldman Sachs

 

Amanda Zantal-Wiener

Senior Staff Writer

HubSpot

 

Kristen Zapata

Director of Operations

Emmanuel College