Board of Directors
The volunteers who make up United Way of Massachusetts Bay and Merrimack Valley’s Board of Directors come from the business, health, social service, media, and government sectors as well as the community at large. They are a true representation of what Eastern Massachusetts and Southeastern New Hampshire and Maine have to offer.
Penni McLean-Conner is Chief Customer Officer and Senior Vice President of Customer Group for Eversource Energy. She is responsible for providing Eversource’s 3.5 million electric and gas customers with high-quality customer service and delivering a cost-effective portfolio of electric and gas energy efficiency programs.
Penni is a recognized thought leader in the utility industry with over 25 years of experience implementing positive change, particularly in the areas of leadership, superior customer service, and energy efficiency programs. In her current role, Penni leads a team of over 1400 customer service employees charged with delivering consistent, positive customer experiences across multiple platforms. This also includes management of an energy efficiency portfolio of programs that tops $500 million annually and provides Eversource customers with highly valued energy efficiency services that are ranked number one in the nation.
She is a published author and the customer service columnist for Electric Light and Power Magazine. Penni’s first book, “Customer Service: Utility Style,” offers proven strategies for improving customer service and reducing customer care costs. Her second book “Energy Efficiency: Principles and Practices,” serves as a primer for the many stakeholders interested in energy efficiency solutions. Penni’s newest book, “Profiles in Excellence: Utility Chief Customer Officers” will be available this fall.
Penni holds a bachelor’s degree in industrial engineering from North Carolina State University and is a registered Professional Engineer. She is active in the industry and her community, serving on several organizations including the American Council for an Energy Efficient Economy (ACEEE), CS Week, and the Boston Green Ribbon Commission among others.
Jeff Bray is CFA Vice President, Investor Relations at Rapid7. Rapid7 is a leading provider of security data and analytics solutions that enable organizations to implement an active, analytics-driven approach to cybersecurity and headquartered in Boston. Before “going corporate,” Jeff was a Portfolio Manager and Analyst at BNP Paribas Asset Management in Boston, and previously was an Analyst at Putnam Investments.
Jeff has served on the UWMB Resource Development Committee and joined the UWMB Alexis de Tocqueville Society Cabinet in 2007. Beginning in 2010 he led the UWMB Leadership Council as Co-Chair, where he spearheaded the effort to increase stewardship of Leadership donors through a number of volunteer and special events. Jeff is also a Trustee and Treasurer of the Winchester Foundation for Educational Excellence and a member of Winchester’s Town Meeting.
Jeff and his wife Kristen and their two children, Kyle and Julianna, live in Winchester, where he enjoys coaching and playing a little bit of hockey.
Liz Cheng is WGBH’s General Manager for Television, overseeing local channels WGBH 2, WGBX 44, ’GBH Kids, Create, and Boston Kids & Family TV as well as the national public television multicast channel World. She joined WGBH in December 2011 to serve as General Manager for World, a 24/7 service offering original content from independent filmmakers and emerging producers complemented by public television’s signature nonfiction documentary, science, and news programming. With a focus on new and diverse voices, emerging technology, and social media, World offers unique programs such as Global Voices, AfroPop, Pacific Heartbeat, and the co-produced documentary series America ReFramed and Local, USA.
Cheng came to WGBH from Hearst Television’s Boston ABC affiliate, WCVB-TV, where she served as Vice President as well as Director of Programming and Communications; in the latter capacity she also programmed Manchester, New Hampshire’s WMUR-TV. Cheng was executive in charge of production for the acclaimed news magazine Chronicle for such syndicated programs as Miller’s Court and A Likely Story and for New England Sunday, Good Day!, and other local productions. She executive produced 10 years of Pops Goes the Fourth! and Holiday Pops for simulcast on the A&E Network, and originated specials for the History Channel.
As a producer and executive producer, Cheng has received local and national recognition including a national Primetime Emmy Award nomination, two National Association of Broadcasters Awards, two National Association of Television Programming Executives honors, three Gabriel Awards, an Action for Children’s Television Award, a Parents’ Choice Award, and many New England Emmys.
Cheng graduated with honors from Brown University.
Tim Connelly was most recently employed at Brown Brothers Harriman (BBH), where he spent 30 years working a managing director, and as a General Partner. At BBH, he led service delivery enterprise, innovation, and product support and investor services units. He retired from the firm in December 2014. He currently serves on the technology advisory board of BDO Consulting. He is a member of the board of directors of the United Way of Massachusetts Bay and Merrimack Valley and chaired the United Way’s 2014-2015 development campaign. Connelly is a member of the board of trustees of the Carroll School and the New England Disabled Sports, a Corporator of Northeastern University, and he serves on the finance and investment committee at the Cotting School. Connelly is a graduate of Williams College and Northeastern University.
Kristina “Krissy” Davis is a partner in Deloitte & Touche LLP’s Audit and Enterprise Risk Services practice with 16 years of experience providing operational, compliance, and technology-related risk and control services to some of the firm’s largest clients in the financial services industry.
She oversees 800 professionals in the U.S. and India and manages the execution of the group’s growth, marketplace eminence, talent, and operational excellence strategies. Davis is recognized for her expertise in professional and leadership development.
She has also served in leadership roles for the firm’s Women’s Initiative Network (WIN), including serving as the WIN leader for the New England practice from 2010-2013. Davis is a Certified Public Accountant and has a BS in Business Administration from Stonehill College.
Bill joined RPg Family Wealth Advisory in June of 2015 as Senior Director, Portfolio Management and Director, Wealth Management. Bill has over 30 years of investment, portfolio, and wealth management experience. Prior to joining RPg Family Wealth Advisory, Bill spent six years at Detwiler Fenton Investment Management. Prior to that, he spent more than 25 years with UBS Financial Services (and predecessor firms Kidder Peabody & PaineWebber). Among his most significant career achievements are his certification as a Certified Investment Management Analyst (CIMA) by Investment Management Consultants Association (IMCA), completion of IMCA’s Advanced Investment Strategist, Certificate in Portfolio Risk Management and appointment to Kidder Peabody’s Portfolio Management Program’s pilot program team.
While at PaineWebber, Bill became the youngest Portfolio Manager in New England to be awarded PaineWebber’s title of Senior Portfolio Manager. Bill also qualified for the Advanced Financial Advisor Education Institutes, Investment Management Consultant (IMC) designation and has been named a multi-year Boston Five Star Wealth Manager (award winners announced in Boston magazine). He holds the Series 3, 7, 63, 65, and 24 licenses. He is active in a number of community and charitable organizations, most notably North Shore Skating Association, Hamilton Wenham Youth Soccer Association, United Way of Mass Bay, and North Shore United Way, where he currently serves as Co-Chairman. Bill earned a B.A. in Economics and Political Science from Denison University. He resides in Hamilton, MA with his wife and two daughters.
Colby T. Gamester was born and raised in Portsmouth, NH and is proud to be a fourth-generation native. Colby studied at the University of New Hampshire, graduating with dual-degrees in Economics and Political Science. Throughout his years at UNH and for several years that followed, Colby owned and operated his own landscaping business serving the Greater Seacoast area.
Colby attended the New England School of Law in Boston, MA. During that time he worked as Student Prosecutor for Chelsea District Attorney’s Office. In 2012, he graduated with his J.D. and was admitted to the New Hampshire Bar shortly after.
Colby practices law in downtown Portsmouth, NH. In his spare time he enjoys running, traveling, gardening and spending time with his family.
- New Hampshire Bar Association
- Rockingham County Bar Association
- City of Portsmouth, NH Planning Board Member
- PLAN (Post-Landfill Action Network) Board Member
- Regional Council for The United Way of The Greater Seacoast
- Chair of the Emerging Leaders Committee of the United Way of The Greater Seacoast
- Leadership Seacoast
- Board of Directors (2006 – 2008)
- Member (2001-present)
- Notary Public
- Justice of the Peace
HONORS & AWARDS:
Selected as Top 10 – Top 10 to Watch (Presented by Catapult & Seacoastonline.com) – 2014
As Executive Vice President of Sales, Marketing & Product, Patrick is responsible for all commercial market-facing functions at Blue Cross Blue Shield of Massachusetts. His leadership responsibilities include product development, management, and strategy; brand management and marketing, and sales. In addition, Pat oversees specialty benefits offerings and prevention and wellness programs.
Pat initially came to Blue Cross Blue Shield in September 2007 as Senior Vice President of Health Care Contract Management. He was responsible for developing and executing provider contracting strategy and for successfully implementing Alternative Quality Contract, a payment reform initiative that has received national recognition.
With over 20 years of experience in the health care industry, Pat continues to bring a wealth of health care experience to Blue Cross. Previously, he was Senior Vice President for Health System Alliances at CVS Health. In that role, he was responsible for developing collaborative arrangements with physician groups, hospitals, Accountable Care Organizations (ACOs), and other provider entities to support medication adherence programs, electronic connectivity, and nurse practitioner services at CVS MinuteClinic.
Pat was also Vice President for System Contracting and Contract Finance for Partners HealthCare System in Boston. There, he was responsible for payer contracting strategy, contracting financial analysis, and negotiation of payer contracts for Partners’ six acute care hospitals, non-acute facilities, and the 6,000 physicians affiliated with Partners Community HealthCare, Inc.
Pat is an Associate of the Society of Actuaries and a member of the American Academy of Actuaries. He received his B.A. in mathematics from the College of the Holy Cross.
Dan is responsible for overall Commercial and Small Business Banking results and alignment and integration with Retail, Small Business, Treasury Management, Wealth initiatives, Regional Marketing, Business Development, and Community activities throughout the market. Dan is based in Burlington, MA and this in his eighth year at TD Bank.
Dan has more than 25 years of very diverse commercial banking experience in New England, primarily in New Hampshire and Massachusetts. His banking career began as an analyst in a bank credit training program and then at several different institutions progressive roles and responsibilities in Commercial Real Estate and Construction Lending, Regional Commercial Banking, as a Credit Officer in Credit Administration, Commercial Floor Plan Lending, and Corporate Banking. Prior to joining TD Bank, Dan was Division Executive for the Commercial Floor Plan group at RBS Citizens, responsible for all aspects of the specialty lending group franchise-wide.
Dan is passionate about community involvement and has been involved with the United Way his entire career. A former Chair and Board member of Granite State United Way, Dan is currently serving on the Merrimack Valley’s Advisory Board for Bay State United Way and a Board member for the Merrimack Valley Chamber, the North Shore Chamber and The Lawrence Partnership. Dan is also actively involved with and a member of the Southern New England Diversity Council at TD Bank.
Having grown up in the Midwest, Dan is a graduate of the University of Iowa with a BBA and holds a MBA from Boston University. With two grown adult daughters, Dan and his wife live in South Boston and enjoy spending time with their Vizsla dogs on Cape Cod.
Ellen Griggs is an inspiring and talented financial services professional and independent board director whose leadership has a profound impact on the for-profit and nonprofit organizations she serves. Recognized among the top transformative executives in the field and an expert in global asset management, Ellen delivers a 360-degree perspective joined with honed expertise in strategy, governance, and executive compensation. Ellen executes with precision and impeccable integrity, relying on her significant team building talent to achieve consensus.
Ellen’s bias toward solutions marries her executive and corporate governance viewpoints. Currently, she sits on the board of E. Ritter & Company, a family-owned Agribusiness and Telecommunications company, where she plays a vital role as a member of the Compensation and Governance Committees. Additionally, Ellen is a Director on the Evanston Capital Management Board, an alternative investment management firm. As the firm’s only independent Director, she sits an all board committees. Ellen serves as Chair of the Compensation Committee and member of the Investment and Nominating/Governance Committees of Market Street Trust Company, a New York State private trust company. Finally, from 2012 to 2014 she served on the Advisory Board of InvestorForce, Inc., an MSCI company.
In the nonprofit arena, Ellen is a member of the New England Aquarium Board of Overseers Executive Committee, the Boston Medical Center’s Philanthropic Trust Board, the Investment Committee of the United Way of Massachusetts Bay, and is a Trustee Emeritus of Kenyon College.
A Chief Investment Officer and Chief Operating Officer, Ellen brings broad global management ability, marketing acumen, senior IT oversight, and an unwavering customer focus. She has been repeatedly tapped to evaluate, reposition and launch product lines. During her tenure as COO and Managing Partner, assets under advisement grew from $300 billion to $600 billion. Moreover, she has a track record of extensive investment and portfolio strategy work, having successfully managed over $25 billion in assets.
In summary, Ellen was Chief Operating Officer and a Managing Partner of NEPC, LLC, an independent, full-service investment consulting firm providing asset allocation, performance measurement, investment manager searches, and policy formulation to employee defined benefit and contribution plans, endowments, foundations, insurance, and private wealth programs. At NEPC, she revamped the organization, successfully evaluating and redesigning the infrastructure to meet internal and external business growth demands and maximize overall company profitability. She directed technology to enhance the standardization and streamlining of business processes. As COO, Ellen led NEPC in a total company rebranding initiative, fusing innovation and strategic intent to create a platform and protocol that ensured an enduring brand identity.
Simultaneously, Ellen chaired the Board and Executive Committee of the Independent Consultants Cooperative (ICC) comprised of 12 independent investment consulting firms in conjunction with State Street Bank totaling $2.5 trillion in assets. In this role she revitalized ICC Board governance and spearheaded an aggressive strategic planning process.
Previously, Ellen was a Senior Vice President and Partner at Strong Capital Management recruited by the President to create a world-class institutional fixed income business platform. Drawing on her powerful strategic and analytical orientation to aligning the overall business and total product, she successfully grew this line of business and generated a 100% increase in core fixed income assets. Earlier in her career, Ellen was Managing Director and CIO at Paine Webber Mutual Funds and Vice President, Investment Management Group at Bankers Trust Company.
Ellie Harrison is the Head of Human Resources for John Hancock Financial Services, the U.S. division of Toronto-based Manulife Financial Corporation.
Based in Boston, Ms. Harrison, who joined John Hancock in 2016, works with the company’s business leaders to develop, retain and attract a customer-centric workforce to drive the company’s growth strategy.
Ms. Harrison has extensive experience leading HR teams and developing HR strategies for financial services organizations. Previously, she was Managing Director, Human Resources, for multiple lines of business at Citigroup’s Global Consumer Bank, including Wealth Management and Global Commercial Banking. Before Citigroup, she spent more than a decade at Fidelity Investments. During her tenure, she headed Human Resources for the Fixed Income Division and was Senior Vice President, Human Resources, for Personal Investing, a division within Fidelity’s Retail Brokerage company.
Before joining John Hancock, she was Chief Human Resources Officer at Immunogen, a biotechnology company. Ms. Harrison is a graduate of the University of Minnesota.
Pam Herbst is a Managing Director at AEW and Head of the Direct Investment Group. As the Head of AEW’s Direct Investment Group, she is responsible for all of the firm’s investment activities on behalf of core and value-added clients.
In this capacity, Ms. Herbst oversees the investment activity of approximately $24.5 billion of gross assets (as of September 30, 2016) invested in nearly all property types including new investment transactions totaling approximately $2 billion/year.
She is also a member of the firm’s Management Committee, Investment Committee, and Risk Management Committee. Over her 30+ year career with AEW, Ms. Herbst has served in a variety of roles that have encompassed asset management, portfolio management, and acquisitions.
In addition to holding a number of industry certifications, she is former Chair and Board member of the National Association of Real Estate Investment Managers (NAREIM), past Treasurer of the Executive Committee and a member of the Board of Directors of the Massachusetts Chapter of the National Association of Office and Industrial Parks (NAIOP), an active member of the Urban Land Institute (ULI) where she has served as a Trustee, a member on the Awards for Excellence Committee, a council chair, and ULI’s Investment Committee.
Ms. Herbst also served as Chair and Vice Chair of the Board and Chair of the Real Estate Committee for The Home for Little Wanderers, the oldest family service organization in the U.S. Ms. Herbst is a graduate of the University of Massachusetts (B.A.) and Boston University (M.B.A.).
Jeffrey R. Holland has dedicated his entire career to the global financial services industry living in five major cities across four countries, while traveling and working in over 70 countries during his nearly 30 year career.
Jeff joined Brown Brothers Harriman in 1994 and held various senior responsibilities. In 1998, he was named Managing Director of BBH Trustee Services (Ireland). While in Ireland, he was an elected Council Member of the Irish Funds Industry Association, serving as Chairman of the IFIA from 2003-2004. Jeff moved to London in 2005 and became a partner of BBH in 2006, with geographic responsibility for Europe and Head of the Financial Institutions Group globally. In 2012, Jeff returned to the US where he assumed the role of partner responsible for BBH Investor Services Business in North America including BBH’s largest client segment: mutual funds globally.
As partner, Jeff has served on BBH’s Investor Services Oversight, Systems Oversight, and the firm’s International Risk and Credit Committees. He also served as either Director or Chairman of all of BBH’s non-US subsidiaries in Europe and Asia including Dublin, Hong Kong, London, Luxembourg, Poland, Tokyo and Zurich.
Prior to joining BBH, Jeff was employed by Andersen Consulting (Accenture) where he was a manager in their financial services division in the Boston, New York and Frankfurt offices providing consulting services to the investment management industry.
Jeff is currently a limited partner of BBH retiring as a general partner at the end of 2013. Since retiring from his daily roles, he has devoted his time to advising and investing in new companies and philanthropic activities. He holds both US and European (Irish) passports permitting him to live and work freely across US and Europe.
Jeff is a frequent writer and speaker, and in 2013, he was inducted as a “legend” in the industry by Global Custodian Magazine.
Brown Brothers Harriman — Limited Partner
Empower Semiconductor — Director/Investor
Governors Island Club — Director
United Way Mass Bay — Member and Incoming Chair of the Development Committee
Francis Ouimet Scholarship Fund — Serve as member of interviewing committee
Carolyn Jones is the Market President of the Boston Business Journal, a weekly business newspaper and website, bostonbusinessjournal.com. In this capacity, she is responsible for overall operations, including advertising, audience development, news, internet activities, programs, and events and achieving revenue and profit goals.
Prior to becoming publisher at the BBJ in November of 2015, Ms. Jones had been the publisher of the Albany Business Review, in Albany NY, and was in that role since 1998. The Business Review is a sister publication of the BBJ, both owned by American City Business Journals, which owns 43 business journals across the country
Jones joined the ABR in 1987 and worked as an account executive and then advertising director before taking on the publisher role. Previously, she worked as an assistant editor for Home Box Office in New York, NY.
Carolyn earned an MBA from The Sage Colleges, Albany, NY, and a bachelor’s degree from the State University College at Brockport, Brockport, NY.
In Albany, she served on the board of directors of the Center for Economic Growth and Ellis Medicine. She is also a member of the Forum for Executive Women.
Patricia Kraft’s retail store, Belleza, is named for the Italian word for beauty and specializes in fine hand-painted Italian ceramics. Kraft says she also appreciates the beauty of volunteerism. She currently serves on several committees at Boston Children’s Hospital, including Ethics, Patient Care Assessment, and Stem Cell Research Oversight, and she co-chairs the hospital’s Stem Cell Task Force. She is also co-chair of Massachusetts General Hospital’s 100 Committee supporting the Cancer Center. Kraft is a board member of the United Way of Massachusetts Bay and Merrimack Valley and the Brookline Library Foundation, an overseer of the Museum of Fine Arts, Boston and a member of the Gateway Arts Advisory Committee in Brookline. She also serves as a board member of Planned Parenthood League of Massachusetts and is a former trustee of the Park School in Brookline and The Rashi School in Dedham, Mass.
A graduate of Harvard Law School, Kraft was formerly a deputy legal counsel for Gov. William Weld in Massachusetts, a litigation associate at Goodwin Procter and a consultant at Bain & Company. She has a B.A. in economics and managerial studies from Rice and lives in Brookline with her husband and three children
Steve is the Founder and Managing Principal of Krichmar & Associates. He is also an Independent Trustee of the Goldman Sachs Trust II Funds.
Steve serves in leadership positions on several non-profit boards. Present positions include: Boston Children’s Hospital Board of Trustees; Combined Jewish Philanthropies Board of Directors; Boys & Girls Clubs of Boston Board of Trustees; and University of North Carolina Kenan-Flagler Business School Board of Advisors.
From 2001-2016, Steve was the Chief of Operations at Putnam Investments. Previously, he was a Partner, and the Northeast Investment Management Industry Leader (Assurance), at PricewaterhouseCoopers.
Steve earned a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill.
Profession: Senior Vice President, Bank of America
Spouse: George Swallow
Bio: Lives in Boston with her husband, George. Deb received her MBA from Babson in 1984
Boards: Mass Mentors
She and her husband fund a scholarship to the Lexington Christian Academy. Gives to Babson College.
United Way Engagement:
Deb attended the Women’s Leadership Breakfast in 2001, then again for the last two years. In 2017 Deb acted as a co-chair of the breakfast and spoke as a part of the program. Her company, Bank of America, was the sponsor for the breakfast. She volunteers on the Annual Campaign Cabinet.
Mary Kay brings over 30 years of experience in the public, private, and nonprofit sectors to advising organizations as they develop the strategic and organizational capacity to advance their mission, programs and performance.
Mary Kay has served as President and CEO of the Initiative for a Competitive Inner City, an unique public-private alliance. Prior to this, she led the integration of the Community Initiatives and Property Management functions for Community Builders, a developer and manager of affordable and mixed income housing. She spent almost a decade with United Way as COO and Interim CEO of the United Way serving greater Boston, and as the leader of Investor Relations for United Way Worldwide. Mary Kay has held senior management roles at Work Family Direction (WFD), Inc., an organization that designed and developed work/life programs for employees of Fortune 500 companies. In her capacity at WFD, she led the highest revenue generating business lines, developed and executed new sales and account management strategies, and after WFD merged with Ceridian Performance Partners, integrated and launched a new and enhanced product portfolio.
Mary Kay started her career in state government, leading a turnaround as Commissioner of the Massachusetts Office for Children, which regulated over 12,000 child and youth serving programs, and shaping public policy for state agencies as Chief Counsel to the Massachusetts Executive Office of Human Services.
Mary Kay has served on numerous boards and special commissions, including the Boards of United Way of Massachusetts Bay, the Blue Cross Blue Shield Foundation, Imagine Tolerance, the Advisory Board for the Community Development Partnership, and the Northeastern University Corporation. She has taught at UMass/Boston and Northeastern University School of Law.
Mary Kay graduated from Colgate University and received her J.D. from Northeastern School of Law.
Since 2012, John Mang has been Vice President, The Art of Shaving at Proctor & Gamble. Previously he was the Vice President of F&HC Northeast Asia and VP F&HC New Business Development.
Mr. Mang is a Hall of Fame inductee to the National Commission for Cooperative Education.
He is a graduate of the University of Cincinnati with a BS in Engineering.
Certified Barbecue Judge – Memphis in May / Kansas City Barbecue Society,
Advanced Sake Professional – The Sake Education Council
Rich specializes in numerous sectors, including senior living, health care, multi-family housing, assessment districts, charter schools, solid waste disposal, and hospitality facilities.
He is a frequent panelist on topics concerning distressed bonds and tax-exempt finance.
Rich also is Division Head for the firm’s Public Finance, Real Estate, Bankruptcy, and Environmental Sections. He is also a member of the firm’s governing Policy Committee as well as its Compensation Committee. Rich primarily represents mutual funds, indenture trustees, private equity funds, and insurance companies in tax-exempt bond transactions, focusing in the area of high-yield securities in both workout and new money transactions.
- The indenture trustee and bondholders in the workout of a Mississippi affordable housing project with low income housing tax credits
- The indenture trustee in the workout of $30 million of bonds secured by a Florida senior living facility
- The new money investor of $30 million of senior debt in a senior housing development
- The bondholders of $50 million of bonds secured by an integrated solid waste disposal system in the process of recapitalization and asset sales
- The indenture trustee in the workout of $11 million of Ohio special assessment bonds
- Indenture trustees, bond insurers and bondholders in the default and workout of numerous charter schools located throughout the country
Recognitions & Awards
- Chambers USA: Massachusetts – Banking & Finance: Public Finance (2012 – 2016)
- Recommended by The Legal 500 United Statesfor Finance: Municipal Bankruptcy (2013 – 2016)
- Massachusetts Super Lawyers: Bonds/Government Finance (2011 – 2013)
- National Federation of Municipal Analysts Meritorious Service Award (2006)
Phi Beta Kappa
Michael Mooney, chairman of Nutter, focuses his practice on tax and business, representing corporations, partnerships, and limited liability companies in a broad array of domestic and international tax and business transactions, including complex business combinations and divestitures.
Michael also assists individuals with personal tax planning and works with businesses and individuals in designing and implementing executive compensation programs. He frequently works with family businesses to reorganize into more tax-efficient structures and provide for intergenerational transfers at minimal tax cost. Michael also has handled many successful tax controversies before the Internal Revenue Service and the Massachusetts Department of Revenue.
Michael is a Fellow of the American College of Tax Counsel, a member of the Boston Tax Forum, and a member of the Board of Editors of Accounting and Financial Planning for Law Firms. He served as vice president, executive director, and member of the Board of Directors of the Federal Tax Institute of New England Inc. from 1989 to 2011. He writes and speaks frequently on topics related to taxation and executive compensation.
Active in many business, civic and charitable organizations in Greater Boston, Michael is a director of Jobs for Massachusetts, an executive leadership organization of CEOs from prominent Boston businesses, a trustee of Lesley University, a director of the Lincoln and Therese Filene Foundation, a director of A Better City, Inc., where he served as chair of the Board from 2006-2010, and a former director of Music Lives. He is also a director of the United Way of Massachusetts Bay and Merrimack Valley, where he was the founding co-chair of the United Way Lawyers Leadership Breakfast and currently serves as a member of the organization’s Legal Advisory Council. Michael is a member of the Board of Overseers of the New England Aquarium, a member of the Business Advisory Council of Boston College Law School, and a member of the Chief Executives Club of Boston. Michael is a member and vice chair of the Boston Green Ribbon Commission, a Commission formed to convene leaders from Boston’s key sectors to support the outcomes of the city’s Climate Action Plan. He has served as legal counsel to the USS Constitution Bicentennial Salute, Inc. and currently serves as legal counsel to and Clerk of Sail Boston, Inc. For more than ten years Michael served as a co-chair of the Inner-City Scholarship Fund Annual Dinner, sponsored by Catholic Charities. He is the founding chairman of the Boston Bar Association Summer Jobs Program, served as chair of the 2003 Law Day Dinner Steering Committee and as co-chair of the Association’s 2008 Diversity and Leadership Task Force, and currently is serving as co-chair of the Boston Bar Foundation Society of Fellows.
Education: Boston College Law School, J.D.; St. Norbert College, B.A.
Bar Admissions: Massachusetts; Maine; U.S. Court of International Trade; U.S. Tax Court
Honors and Awards: Chambers and Partners, Leading U.S. Tax Attorney, 2007-2015;
The Best Lawyers in America (25+ years); Massachusetts Super Lawyers, 2004-2015; Super Lawyers, Corporate Counsel Edition, 2009; Massachusetts Super Lawyers Top 100, 2004-2007;
Who’s Who in America
Carolyn Murphy has been employed with Enterprise Holdings for 28 years. She is currently the Group Human Resources Manager of all Boston Group operations, a role she has held since July, 2015. Prior to that, she served as Group HR Manager in Indiana for 13 years. As Group HR Manager, she has oversight over all HR functions for operations in Central and Eastern Massachusetts, New Hampshire, and Maine, including Benefits, Legal Compliance, Training & Development, Talent Acquisition, and Diversity and Inclusion. Carolyn began her Enterprise career in 1990 as a Management Trainee in the Boston area and progressed through the management ranks to become a City Rental Manager in Indianapolis in 1996 prior to moving into HR, first as a Talent Acquisition Manager and then as HR Manager.
Carolyn is a cum laude graduate of Wellesley College. In addition to her work accomplishments, she served two terms on the Indianapolis Urban League Board of Directors and has been active in United Way as a Tocqueville Society member, Vice-Chair of the Women United Executive Committee, and Workplace Campaign Manager. She has one daughter, Sara, who recently started her Enterprise career as a Management Trainee in Colorado.
Bristol County Savings Bank – 32 years
President & CEO
Bristol County Savings Charitable Foundation
Wolf & Company – 3 years
Certified Public Accountant
Depositors Insurance Fund, Board Member
Massachusetts Bankers Association, Treasurer & Board Member
Current Community Involvement
• Narragansett Council, Boy Scouts of America, Board of Directors
• Bristol Community College Foundation, Board of Directors & Co-Chair of Capital Campaign
• Care New England, Board of Trustees & Chair of the Finance Committee
• United Way of Greater Attleboro/Taunton, Board of Directors
• Hockomock YMCA, Corporator
• Attleboro YMCA, Corporator
• Taunton Business Improvement District, Inc., Director & Treasurer
• Downtown Taunton Foundation, Inc., Director
• New Bedford Economic Development Council, Regeneration Committee
• SouthCoast Development Partnership, Board of Directors
• Rotary Club of Taunton, Member
Past Community Involvement
• Community Care Services, Inc., Chairman of the Board of Directors
• Chairman of the 2012 Southern New England Heart Walk for the American Heart Association
• Heart of Taunton, Board of Directors, Treasurer
• Morton Hospital & Medical Center, Corporator
• Old Colony YMCA, Capital Campaign Chairperson
Bentley College — BS in Accountancy
National School of Banking — Fairfield University Syracuse, NY
Jay joined Boston Financial in 1994. He is Chief Financial Officer (CFO) responsible for the company’s finance functions, including accounting, treasury, accounts payable, accounts receivable, billing, and financial planning and analysis. He is also responsible for the company’s legal, real estate, purchasing, and facilities functions. Prior to becoming CFO, he directed the company’s internal audit function for five years. Jay is also a member of Boston Financial’s Executive, Risk Management and Retirement Plan Advisory Committees. In addition, Jay represents the enterprise as CFO of International Financial Data Services Limited Partnership.
His experience also includes several years with the Boston office of PricewaterhouseCoopers, as well as a senior manager at a large Boston bank. Jay is a CPA and is a member of the American Institute of Certified Public Accountants and Massachusetts Society of Certified Public Accountants.
Jay is also a member (and Treasurer) of the Board of Directors of Boston Partners in Education, Inc. and sits on the Development Cabinet Committee of the United Way.
Jay holds a BS degree in accounting from Boston College.
Jane is a principal at EY who leads the New England financial services practice across all service lines. She also leads the national financial services indirect tax practice for EY.
Effective June 1, 2017, Jane will assume the roles of office managing principal (OMP) for the Boston office of EY and will also serve as the New England markets leader for EY. As the OMP, she will be responsible for overall client service, market growth and internal management of the Boston offices, which are home to over 2,000 assurance, tax, transaction, and consulting professionals.
Jane has over 20 years of experience to guide strategic, client service and operational recommendations. Throughout her career, Jane has been a tax professional who has consulted with a diverse array of taxpayers on state tax matters. Her consultation has involved high-profile controversy matters, nexus considerations, large-scale compliance functions, apportionment nuances, and driving legislative state tax changes of critical importance. In her resident state, Jane is a leading expert in Massachusetts taxation, and works closely with the business community, Department of Revenue, and government on tax policy matters.
Jane has also served as a state tax consultant for various industry organizations, such as the Massachusetts Taxpayers Foundation, Associated Industry of Massachusetts, Boston Chamber of Commerce, Massachusetts High Tech Council, Managed Funds Association, Investment Company Institute, and National Association of Real Estate Investment Trusts.
Prior to joining EY, Jane led the East Region Indirect tax practice at another “Big 4.” Earlier in her career, Jane was a tax attorney at the Connecticut Department of Revenue Services.
Jane is a trustee and executive committee member of the Massachusetts Taxpayer Foundation, board member of the New England Chapter of the National Association of Corporate Directors, and serves on the Boston Club corporate advisory board. She is also a member of the Connecticut and Massachusetts bar associations. She earned a B.S. in accounting from Rhode Island College and her J.D and LL.M from Boston University School of Law.
Nick Toumpas is currently an independent consultant and is leading a project that seeks to transform the delivery of services for those with or at risk of mental illness and substance use disorders in the Seacoast and Strafford County region of New Hampshire.
Nick was the Commissioner of the New Hampshire Department of Health and Human Services, the largest state agency in New Hampshire with a $2 billion budget and 2,900 employees dispersed across the state. Nick began serving in this role in August 2007 when he was appointed Acting Commissioner, followed by his appointment as Commissioner in January 2008. In December 2011, Nick was reappointed to a second four-year term as Commissioner.
Nick led the Department through unprecedented challenges as the demand for the Department’s services increased dramatically while human and financial resources diminished.
Despite these difficulties, Nick viewed the challenges as opportunities. Working with his management team, he pursued a dual agenda. For the present: manage the organization with fewer resources through the implementation of an aggressive process improvement plan and other measures to best utilize scare resources. Despite constrained resources, the Department was recognized for many innovations and his teams received a number of high performance bonuses from federal partners.
Nick began his working career early as he grew up in a family-operated business. He attended the University of New Hampshire where he earned a bachelor’s degree in business administration. For the first several years of his career he was focused on finance and systems work in a government organization. He returned to the University of New Hampshire to earn his MBA and, upon graduation, began a long career in the private sector. He worked in the information technology and telecommunications industries with a focus on achieving value for the companies and clients he served. Over his 22 years in the private sector, he held senior positions in small, medium and large organizations.
Nick lives in Rye, NH with his wife Linda.
Since 2007, Mark Whitney has been the Vice President of Strategy, Community Relations, and Fundraising at Exeter Health Resources, an integrated healthcare delivery system primarily located in Exeter, New Hampshire that includes an acute care hospital, a large multispecialty medical group practice, a visiting nurse and hospice agency, and a for-profit fitness facility. As a member of the senior leadership team, Mark serves as both the chief strategy and chief community relations officer for all Exeter Health Resources, Inc.’s operating affiliates, including Exeter Hospital, Core Physicians, Rockingham Visiting Nurse and Hospice, and Synergy Health and Fitness. His role also includes responsibility for system-wide fundraising and community benefit activities.
Mark is responsible for the development and oversight of the organization’s Community Needs Assessment and manages Exeter Health Resources’ Community Grants Program, which has historically provided over $1,000,000 per year in funding to local area healthcare related not-for-profits.
Prior to coming to Exeter Health Resources, Mark served as the Director of Strategic Communications and Public Affairs at Winchester Hospital in Winchester, Massachusetts. Mark worked at Winchester Hospital for 14 years in various positions. During his tenure he was involved in a variety of different initiatives, including legislative affairs, physician recruitment, managed care contracting, new program development, capital and facilities planning, and affiliation strategy design and implementation. Before joining Winchester Hospital, he worked at University Hospital in Boston (now part of Boston Medical Center) for seven years in a variety of operational roles including Unit Management, Nursing Administration, Materials Management, and as a post-graduate Administrative Fellow.
Mark earned his bachelor’s degree at Bates College in Lewiston, Maine and a Masters of Business Administration at Boston University. He has served as adjunct faculty at the University of Massachusetts Health Care Management Program in Lowell, where he taught graduate level courses on health care strategy and marketing.
Currently, Mark serves as a member of the Regional Council and chair of the Community Impact Investment Council of the United Way of the Greater Seacoast and is also the program committee chair for the New England Society for Healthcare Strategy as well as a member of their Executive Council.
Mark, his wife Tara, and their three young children live in Newfields, NH.
Sujata Yadav recently joined Eastern Bank as Senior Vice President and Head of Consumer Lending.
Eastern Bank is the largest and oldest mutual bank in the United States, with $10 billion in assets and nearly 100 branches serving communities in eastern Massachusetts and southern and coastal New Hampshire.
Sujata brings more than 13 years of experience in financial services marketing, product management, and business development to Eastern Bank. Prior to joining Eastern, Sujata spent the majority of her career working at Citibank in New York, NY in a variety of leadership roles in Consumer Banking. There, she consistently achieved growth and profitability through integrated multi-channel marketing, product development, and portfolio optimization strategies. Most recently, she served as Senior Vice President, Head of Sales Growth at Citi Cards North America, NY.
Prior to joining Citi, Sujata spent two years working in sales and marketing for a luxury jewelry retail chain in Bangalore, India.
Sujata earned a BA from the University of Rajasthan in Jaipur, India and her MBA from the Indian Institute of Management in Lucknow, India. She lives in Lynnfield with her husband and two sons.