Board of Directors

Tammi Wortham is Senior Vice President, Human Resources, for Sun Life U.S. Sun Life is a global leader in financial services, and in the US, it helps clients achieve lifetime financial security and live healthier lives.

Tammi is an externally recognized and accomplished senior executive with a unique blend of Human Resources and Business Executive management, and deep strategic and operational expertise within the financial services/insurance industry. An affiliative and engaged leader, motivator, strategic and out-of-the-box thinker, Tammi brings to HR a focus on Client results and outcomes, paired with enhanced employee experience and the attraction, development, engagement and retention of all levels of talent.

Among her most significant achievements, Tammi spearheaded the creation of a Paid Family Medical Leave program, making Sun Life a nationally recognized pioneer in this space. Tammi served as the Head of HR at Sun Life during the unprecedented Covid19 pandemic, creating innovative programs and policies to support employees’ engagement, morale and safety, while improving the Client experience.
Prior to joining Sun Life, Tammi held senior leadership roles in retirement services and group insurance at Prudential and led annuities operations at The Hartford Financial Services Group.

Tammi serves as the Vice-Chair on the board of United Way of Massachusetts Bay and Merrimack Valley, and served previously on the board of Hyde Square Task Force, an organization that amplifies the power, creativity, and voices of youth, connecting them to Afro-Latin culture.

She has a master’s degree in organizational psychology from the University of Hartford and a bachelor’s degree in biology from the University of Missouri – Columbia. Tammi lives in beautiful Western Massachusetts with her wife Gloria and three adorably loud rescues, Azulita, LC and Oso.

Kyle I. Grimes is President and General Manager of WCVB Channel 5, Hearst Television’s flagship station and Boston’s ABC affiliate. He is just the fifth President and General Manager in WCVB’s long and storied history as the country’s most honored commercial television station and Boston’s longtime news and community leader. Kyle’s career spans more than two decades with Hearst Television and his path to the top role at WCVB includes leadership positions at several of Hearst’s award-winning stations across the country. His prior roles include President and General Manager of WGAL-TV in Lancaster, Pennsylvania, and President and General Manager of WPTZ-TV/WNNE-TV, serving the Plattsburgh, New York/Burlington, Vermont, television markets, respectively. He was also news director at WPBF-TV, the Hearst ABC affiliate serving West Palm Beach, Florida and began his career at Hearst’s California television properties, first at KSBW-TV serving the Monterey/Salinas TV market and then at KCRA-TV/KQCA-TV, Sacramento’s longtime recognized news leader. Among his industry service, Kyle has served on the boards of the Vermont, Pennsylvania, and now the Massachusetts state broadcaster associations. Kyle holds a bachelor’s degree in broadcast journalism from the Newhouse School at Syracuse University.

Rich is an accomplished public finance attorney whose practice focuses on high-yield, tax-exempt bonds, for both workout and new money transactions. Rich’s clients include mutual funds, indenture trustees, private equity funds, and insurance companies. He brings a combination of strategic analysis, quantitative assessment, and negotiation skills that optimizes outcomes for his clients. Rich’s sector experience includes senior living, health care, multi-family housing, assessment districts, charter schools, solid waste disposal, and hospitality facilities.

Rich spent over ten years in firm management, including on the firm’s Policy Committee and as a division head for the public finance, real estate and bankruptcy sections and on the firm’s Diversity Committee. He designed training program in client satisfaction attended by over 100 Mintz members and has conducted frequent firm trainings on various subjects. He has applied LEAN process improvement techniques to promote quality, efficiency and budgeting accuracy in his practice area.

Rich believes in giving back to the community. He served for several years as the co-director of the firm’s community service efforts. He currently serves as Chair of the Board of the United Way of Mass Bay and Merrimack Valley.

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

Jeff Bray, 

Jeff’s path to Invicti has spanned more than 25 years, during which he managed high-growth software companies through post-IPO into maturity. With a track record of guiding organizations to predictable financial results through data-driven decisions, Jeff knows what it takes to bring businesses to their full potential. Prior to joining Invicti as Chief Financial Officer, Jeff held critical roles at Rapid7 and Imprivata where he helped build successful teams to improve financial planning, investor relations, and business intelligence. When he isn’t focused on delivering results that help companies flourish, Jeff spends his spare time on the ice playing hockey, enjoying standup paddleboarding, and participating as a member of the board of directors of the United Way of Massachusetts Bay, with a focus on their STEM education initiatives.

Michael is a consultant at Deloitte and is currently the communications chair of United Way’s Emerging Leaders program, which brings together young professionals who advance United Way’s mission through volunteerism. Michael is especially passionate about governance and organizational effectiveness and is an active member of several community development and young professional organizations in the Boston area. 

Lorenna is Managing Director at Ariel Alternatives, the private equity subsidiary of the nation’s first Black-owned investment firm. Lorenna has been a member of United Way’s Community Impact Committee since 2020 and has supported United Way in other capacities, as a leadership donor and supporter of the Community Impact Tax Credit program.

Ava Callender Concepcion is a member of the Massachusetts Cannabis Control Commission. Commissioner Concepcion has an extensive background in public safety and experience working with a range of stakeholders including law enforcement, advocacy organizations, and constituents on important policy matters.

As a lifelong resident of Boston, Commissioner Concepcion has dedicated her career to social justice. Most recently, she served as Director of Governmental Affairs and External Partnerships for the Suffolk County District Attorney’s Office where she advised on legislation and policy.

As Counsel to Senator William Brownsberger, Commissioner Concepcion served as staff to the Chair of the Senate Judiciary Committee and the Conference Committee on the Criminal Justice Reform Act of 2018, a comprehensive legislative package designed to reduce crime and improve public safety. In that role, she gained extensive experience working with a range of public safety stakeholders, advocates, and constituents.

Commissioner Concepcion is a graduate of New England Law | Boston and a member of the Massachusetts Bar. She holds a B.A. in Criminology from Johnson C. Smith University and is a graduate of Boston Latin Academy.

Commissioner Concepcion started her career as a Victim Witness Advocate in Boston Municipal Court where she worked with victims and survivors, and provided crisis intervention and in-court guidance to victims and families suffering from crime-related trauma.

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.

Magnolia works at Dana-Farber Cancer Institute as Vice President of Community Health, a role in which she is charged with helping the organization execute its community benefits mission through the delivery of evidence-based cancer prevention, screening, and early detection programs. Magnolia is incredibly active in community service and social justice issues in her hometown of Lynn, Mass., and has numerous awards and recognitions for her professional and volunteer endeavors.

With 30 years in the insurance industry, Mark serves as Executive Vice President of FBinsure. Mark attained a Bachelor of Science in Business Administration from Northeastern University and a Masters of Business Administration from the Babson College. Mark began his insurance career as a Senior Account Analyst at Travelers Insurance Company. He joined Richardson-Cuddy Insurance Agency in 1985, where he served as President. Mark has achieved industry designations including Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), and License Insurance Adviser (LIA). Through his career, Mark has taken a leadership role in many local organizations and committees in the Greater Attleboro Area. He is a past member and Chairman of the City of Attleboro Recreation Commission, Attleboro YMCA, and United Way of Greater Attleboro/Taunton, Inc.

He is currently a member of the board of directors of Justice Resource Institute (via a merger with Community Care Services, Inc.), a member of the Sturdy Memorial Foundation, Inc. and also serves as an incorporator for Bristol County Savings Bank. Mark’s industry involvements include membership in the Massachusetts Association of Insurance Agents (MAIA), Bay State Independent Insurance Agents Association and Bristol/Norfolk Independent Insurance Agents Association, Inc.

Krissy is a Partner with Deloitte & Touche LLP and leads Deloitte’s US investment management industry practice. As the industry leader, Krissy works with our client account teams to ensure we deliver the breadth and depth of the firm’s capabilities and talent to our clients. She also takes an active role in driving our marketplace activities, creating industry relevant thought leadership, and building relationships with client executives and ecosystem partners.

Krissy joined Deloitte in 1997 and was admitted to the partnership in 2007. In her 25 years with the firm, she has focused on serving capital markets and investment management organizations, leading as well as serving as an advisor on complex and transformative projects across finance, business operations, risk and compliance.

At present, Krissy serves on the account leadership team for several of Deloitte’s largest asset management clients. Krissy is also a member of the firm’s Retirement Committee.

In addition to her passion for serving clients, Krissy has been a champion for many of the firm’s talent, diversity, equity and inclusion initiatives including serving as a prior leader of the firm’s Women’s Initiative and championing the development of many professionals as coach, mentor and/or sponsor. She has a deep commitment to her community including a passion for the accessibility of high-quality early childhood education. She currently serves as a Trustee for the United Way of Massachusetts Bay and Merrimack Valley and Summit Montessori School.

Krissy lives on Cape Cod with her husband, Evan, and 2 daughters, Emma (14) and Hannah (11).

Rick is the Senior Vice President, Finance & Accounting at Procter & Gamble. He joined P&G on June 26, 1996 and has held senior roles spanning the globe and multiple product areas.

Rick holds a B.S.B.A. in Accounting from Miami University and is a Certified Public Accountant, Chartered Global Management Accountant, and Certified Financial Manager.

He is married to Kristie (P&G Alumni – Marketing) and has 3 children, Tyler, Anna, and Lily.
Rick’s interests and activities include running, guitar, and travel.

He is a Board Member of United Way of Massachusetts Bay, and Executive Sponsor of the P&G F&A and Boston Site GABLE (A Spectrum of Lesbian, Gay, Bisexual, Transgender, Queer & Ally Employees).

Rob, vice president, is Breckinridge’s director of environmental, social and governance (ESG) research. He is also a member of the firm’s Sustainability Committee. In his role, Rob leads Breckinridge’s ongoing ESG integration and engagement efforts, regularly contributes thought leadership and performs corporate credit analysis. Rob has been with the firm since 2010 and has over 20 years of research experience. Prior to Breckinridge, Rob was a senior research analyst at Opus Investment Management. Rob began his career in credit research at State Street Bank & Trust Co. as a participant in its commercial loan officer development program. He has also held commercial credit analyst positions at Cambridge Savings Bank and Eastern Bank. Rob is a member of the Board of Overseers for Big Brothers Big Sisters of Massachusetts Bay, a member of the advisory board for the CECP Strategic Investor Initiative and a Town Meeting Member for the Town of Needham, MA. He holds a B.S. from Boston College and an MBA from the Boston University School of Management. He is a CFA® charterholder and is an FSA Credential holder.

Dan is executive vice president for Gilbane Building Company, leading the company’s strategic initiatives as part of the firm’s global growth strategy. Dan has served on multiple company and nonprofit community, hospital, museum, and school boards. Dan is currently the executive sponsor of Hol@, Gilbane’s Hispanic employee resource group, and was previously the campaign chair for United Way of Greater Houston.  

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 Griggs is President of the Boston Regional Market for OceanFirst Bank N.A. and is responsible for building a commercial banking team who will deliver customized financial solutions to businesses throughout Massachusetts.

Most recently, Mr. Griggs was the Eastern Massachusetts Market President at TD Bank. Dan has more than 32 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 with 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. He spent twelve years at TD Bank where he was 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. 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.

Pam Herbst is the retired Managing Director at AEW and Head of the Direct Investment Group. As the Head of AEW’s Direct Investment Group, she was responsible for all of the firm’s investment activities on behalf of core and value-added clients.

In this capacity, Ms. Herbst oversaw 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 was also a member of the firm’s Management Committee, Investment Committee, and Risk Management Committee. Over her 30+ year career with AEW, Ms. Herbst 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.).

Gregory Janey is the President & CEO of Janey Construction Management. As a professional he has been actively working in the industry for over 30 years overseeing a variety of complex construction and institutional programs. His mission has stayed consistent throughout his career—to use his education, advocacy, and deep professional industry experience to provide opportunities for residents in and around the neighborhoods where he grew up. His professional activities include: Vice Chairman of the Board of Trustees for Wentworth Institute of Technology, Industrial Advisory Boards for Northeastern University College of Engineering, and Madison Park High School. Board of Directors; Boston Chamber of Commerce, Year Up Greater Boston, Trustee Boys & Girls Club of Boston, National Vice-Chairman Construction Management Association of America, and founding officer of the Massachusetts Minority Contractors Association. Greg is also a program evaluator for ABET, which accredits college and university programs in STEM. Mr. Janey holds a B.S in Construction Management from Wentworth Institute of Technology, an M.S in Civil Engineering from Northeastern University, and an Honorary Doctor of Engineering from Wentworth Institute of Technology.

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
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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.

Greg is co-founder and Managing Partner at NorthBridge where he shares responsibility for directing the firm’s overall strategy and serves as Chief Investment Officer. Greg has nearly 15 years of experience in the logistics real estate sector, primarily focused in the lower-middle market segment. He has worked in a wide variety of roles within real estate including acquisitions, asset management, fundraising and portfolio management.

Prior to NorthBridge, Greg was a Director at Colony Capital where he worked in various capacities including acquisitions, asset management, business development and portfolio management. Greg also worked as an Associate at The Blackstone Group on both equity and debt real estate funds. Greg began his career as an Analyst at Jones Lang LaSalle.

Greg was appointed by the Commonwealth of Massachusetts to serve on the MassDOT Real Estate Appraisal Review Board. He also serves on the United Way North Shore Advisory Board and as a Board member at the Hildreth Institute. Greg is also co-founder of Coffee Connectors, a program designed to connect first generation college graduates with executives in the Boston business community.

MBA Cornell University
BS Boston College

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

Other Giving:
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.

John is the CEO of the UnitedHealthcare Community Plan of Massachusetts. John has extensive experience leading community health organizations, with specific expertise in private duty nursing and custodial care for elderly and physically disabled individuals. Before moving to Mass. in 2021, John lived and worked in Tennessee, where he was on the Board of Hands on Nashville, focused on disaster relief and humanitarian efforts. He is currently on the board of the Mass. Association of Health Plans. 

Dananai has extensive experience in nonprofit and community leadership, and currently works as an associate director at the Museum of Science. In the role she cultivates relationships with a broad range of philanthropic and community stakeholders, securing leadership and planned gifts annually, and advancing the organization’s mission. Dananai also serves as an advisor for Neighborhood Birth Center, which works to improve birth experiences and outcomes through the integration of a freestanding Birth Center. She was born and raised in Zimbabwe and currently lives in Dorchester with her family. 

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.

Jaimie McNeil is the General Agent for UNITE HERE Local 26. In his role as General Agent, Mr. McNeil has overseen many of Local 26’s growth strategies in the hotel, airport, food service and gaming industries and is a key advisor to UNITE HERE Local 26 President Carlos Aramayo.

Mr. McNeil is also a Manager and Trustee of the Greater Boston Hotel Employees Trust Funds, Pension Fund and sits on the Board of Directors for BEST Hospitality Training. Mr. McNeil also sits on various boards and committees for the City of Boston including the Living Wage Advisory Committee. He has negotiated over 100 hotel and food service agreements and manages the legislative and political agenda of the union.

Mr. McNeil has lived his entire life in and around Boston and currently resides in Roslindale where he is active in his community.

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.

Employment
Bristol County Savings Bank – 32 years
President & CEO

Bristol County Savings Charitable Foundation
President

Wolf & Company – 3 years
Certified Public Accountant

Professional Involvement
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

Education
Bentley College — BS in Accountancy
National School of Banking — Fairfield University Syracuse, NY

Jackie is an executive vice president and the chief administrative officer of the Federal Reserve Bank of Boston, responsible for day to day administration of the Bank. She is a member of both the Executive Committee and the Senior Diversity Advisory Council. The Boston Reserve Bank is one of twelve regional banks in the Federal Reserve System that are involved in conducting monetary policy, supervising financial institutions, processing payments for the nation’s banks and federal government, and advancing economic and community development. In 2011, Jackie assumed responsibility for a number of key corporate functions at the Boston Reserve Bank and in 2019, Jackie moved into the chief administrative officer role. Previously, Jackie built over 20 years of experience in banking supervision, regulation, and credit – evaluating the condition of banking organizations located in New England, analyzing mergers and acquisitions, and managing the lending activities of the Discount Window. In addition to her work in the Federal Reserve, Jackie serves on the board of directors of the United Way of Massachusetts Bay and Merrimack Valley and the advisory board of the UMass Center for Collaborative Leadership.

Dr. Parker is the Chair of the Leadership in Education Department and Professor of Higher Education at the University of Massachusetts, Boston. Her research focuses on race and higher education, and Dr. Parker has several published works on both subjects. Dr. Parker was awarded the 2020 Presidential Medal Honorable Mention at the Association for the Study of Higher Education and currently serves on the editorial board for the Review of Higher Education and the American Educational Research Journal. She lives in Dorchester with her teenage daughter.

Bill Rosensweig joined BBH in 2001 and serves as Supervising Partner for Investor Services’ Service Delivery pillar, which encompasses the firm’s Operations and Client Service divisions. Based in Boston, Mr. Rosensweig also serves as Chair of the Service Delivery Oversight Committee.

Mr. Rosensweig has broad experience working with global banks and asset managers. Prior to his current role, he had global responsibility for the firm’s Investor Services Relationship Management and Business Development disciplines. He was based in BBH’s London and Hong Kong Offices from 2005-2014. He is a Director of BBH’s subsidiaries in Hong Kong, Japan, and Grand Cayman and serves on a variety of internal oversight committees.

Prior to joining BBH, Mr. Rosensweig was a Senior Manager in the Financial Services practice at KPMG in New York.

Mr. Rosensweig has a B.A. degree from Hobart College and received his MBA from Boston College.

Jay retired as Chief Financial Officer of Boston Financial after 25 years with the company. Prior to his retirement, he was responsible for the company’s finance functions, including accounting, treasury, accounts payable, accounts receivable, billing, and financial planning and analysis. He was 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 represented 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.

Jay is also a member (and Treasurer) of the Board of Directors of Boston Partners in Education, Inc. and sits on the Development Cabinet and Audit Committees 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.

Charles Tillen is a partner in the Boston office. He joined the firm in 1996 and is a leader in Bain’s NA Private Equity Practice. In addition to serving LBO sponsors, he has worked with clients in the consumer products and retail sectors (food, packaged goods and apparel) and financial services sectors (retail banking, insurance, asset management, mortgage banking and credit cards). His areas of expertise include diligence, M&A strategy, corporate strategy, business unit strategy, portfolio analysis, and international strategy.

Prior to joining Bain, Charles worked for Smith Barney as a second vice president in municipal investment banking, focusing on infrastructure financing, particularly airport and airline finance.

He earned an MBA from Harvard Business School in May 1996 and is a 1988 graduate of Yale University, where he received a cum laude Bachelor of Arts with distinction in two majors, economics and history.

In his free time Charles enjoys playing golf, reading history and tasting wine.

Christian Westra is a partner in the firm’s private equity transactions group. He represents private equity firms and institutional investors in mergers and acquisitions, leveraged buyouts and other investments. Christian regularly advises private equity sponsors and their portfolio companies on add-on acquisitions, dispositions and general corporate governance matters. His practice also encompasses advising clients on global natural resource acquisitions and dispositions.

Christian’s clients include Advent International, Berkshire Partners, Summit Partners and Thomas H. Lee Partners.

Prior to joining the firm, Christian worked as a management consultant with the Monitor Group and served as a Rosenthal Fellow in the Office for European and NATO Policy at the Pentagon.

In response to the COVID-19 pandemic, Christian helped found the COVID Relief Coalition, a private and public sector partnership that has helped nonprofits and small businesses in the greater Boston area obtain legal and financial support to navigate the economic downturn prompted by COVID-19. In recognition of his leadership, Christian was awarded the Adams Pro Bono Publico Award by the Massachusetts Supreme Judicial Court.

Sujata Yadav is Executive Vice President and Chief Marketing Officer at Eastern Bank.

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.