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.
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
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.
Jeff Bray leads the Financial Planning & Analysis, Pricing and Business Intelligence teams at Rapid7, focusing on delivering data and forecasts that can drive Informed decision-making at scale in real-time for Rapid7 and their customers. Previous to joining Rapid7, Jeff ran Investor Relations at Boston-based cybersecurity company Imprivata. Before joining Imprivata, he spent over 20 years in the investment management industry at BNP Paribas and Putnam Investments, investing in growth companies. Jeff earned his BA in Economics from Harvard University.
Jeff serves on the STEM Leadership Committee and 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 and his wife Kristen split their time between Gloucester and Winchester, where he enjoys coaching and playing a little bit of hockey. Their two children graduated from Winchester High.
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.
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.
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.
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.
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.
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.
Ildemaro Gonzalez, Vice President and Chief Inclusion & Diversity Officer, joined Dana-Farber Cancer Institute (DFCI) in 2019. He is a Diversity and Inclusion (D&I) leader with 20 years of experience and a successful track record designing and implementing innovative D&I strategies. In a domestic and global context, he works to align D&I with the strategic priorities of the organization and impact all aspects of the operation including both employee and patient experience.
Ildemaro has served as the Chief Inclusion & Diversity Officer at Parkland Health and Hospital System; the Global Director of Inclusion and Philanthropy at Newell Rubbermaid; and the Managing Director, Diversity Strategy at the American Cancer Society- National Home Office. Ildemaro galvanized Executives and Board members around a common vision; leveraged partnerships with operational leaders for long term adoption of new D&I initiatives; and engaged employees in driving Diversity, Inclusion, and Engagement outcomes.
He earned an MBA from the J. Mack Robinson School of Business at Georgia State University, and his Bachelor of Business Administration from the Universidad Catolica Andres Bello, in Caracas, Venezuela.
Ildemaro lives in Boston with his wife, Viviana, and their two sons.
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.
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.
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
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
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
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
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
Josiane is an award-winning business leader with over 18 years of experience working in marketing, communications, public affairs, and public administration. She is the Founder and CEO of Archipelago Strategies Group a Boston-based agency that believes in marketing with purpose. ASG helps organizations deliver on their missions by connecting with diverse audiences and building trust that leads to action.
At ASG, Josiane is the mastermind behind campaigns that have generated record results for clients in the health care, public health education, and government realms including a record-setting Open Enrollment campaign for the Massachusetts Health Connector, and groundbreaking community engagement campaigns for the City of Boston that engaged thousands of residents.
Prior to founding ASG, Josiane served as Commissioner of the Massachusetts Office for Refugees and Immigrants. She earned her MBA with a concentration in Marketing from Simmons College and a BA in Public Communications and Political Science from the University of Puerto Rico.
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.
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
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.
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 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.
Rodney Sinclair is the owner and operator of Sinclair Real Estate Group, a group within Premier Properties of New England. Rodney’s career spans over 20 years as a real estate professional beginning his career facilitating the approvals for large scale real estate development projects in the Greater Boston area and most recently holding the position of Vice President of Construction and Development for a local Boston construction firm. Rodney has been a licensed real estate professional and certified realtor for 8 years, specializing in working with buyers, sellers, and investors in their real estate transactions.
Rodney lives in North Beverly with his wife Diana and sons Avery and Asher. He is on the board of Change is Simple, a local non-profit that brings STEM curriculum to elementary schools in Massachusetts. He also holds various seats on the United Way Board of Directors, such as the North Shore Regional Advisory Board, the BoSTEM Advisory Board, and Campaign Committee. Additionally, he holds the position of Outreach and Inclusion Chair for the Beverly Democratic City Committee and is the Vice Chair of Beverly’s Ward 5 Democratic Committee.
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.
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.
Dr. Patrick Tutwiler joined the Lynn Public Schools in July 2015 as Deputy Superintendent, leaving his position as Headmaster of Brighton High School in Boston. Previous to the position at Brighton High School, he was the principal of Wayland High School, Dean of Students at Westford Academy, and Assistant Headmaster at English High School in Boston.
He began his career as a World History and United States History teacher at Brighton High School. Dr. Tutwiler holds a Bachelor of Arts in History from The College of the Holy Cross, a Master of Education from Harvard University Graduate School of Education, and a Doctor of Philosophy in Curriculum and Instruction from Boston College’s Lynch School of Education.
With respect to his role as Superintendent, he operates according to a set of core values easily captured in the following statement: as an educational leaders, we must love the student, the teacher, and the craft of teaching, none more than the other, but in that order.
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.