|
Our Leadership
The Executive Committee is comprised of a President, Vice President, Secretary, Treasurer, Immediate Past President, and several directors that are nominated for one year terms (August - July) at the Annual Meeting.
They meet in the fall, winter, and spring to discuss luncheon topics and speakers, accept new members, and general oversight of the Club.
2024-2025
Executive Committee
Officers
|
Patricia Schneider, CFA Vice President and Investment Officer Fiduciary Trust Company |
Alice K. Walsh, CFP® Immediate Past President Chairman and Managing Director |
Greg Peterson, PhD, CFA, CFP® Vice President PresidentAdaptive Financial Solutions |
Vincent Reinhart Chief Economist & Macro Strategist Dreyfus and Mellon |
Treasurer AVP, Risk Management Brown Brothers Harriman |
Directors
Dr. Ricardo Adrogué
Head of Global Sovereign Debt & Currencies
Barings
Adam Jared Apt, CFA
Manager
Peabody River Asset Management LLC
Alice Avanian, CFA
Vice President
Piper Sandler
Jonathan Calvert
Strategist
Alvarium Analytics LLC
Geoffrey Carliner
Executive Director
Boston Committee on Foreign Relations
Juhi Dhawan
Senior Vice President
Wellington Management Company, LLP
Daniel DiBartolomeo
President
Northfield Information Services, Inc.
Paul M. Driscoll
FDIC, Retired
Cate Faddis, CPA, CFA
Portfolio Manager
Zevin Asset Management
George Hoguet. CFA, FRM
CEO
Chesham Investments LLC
Tiffany Hu, CFA
Managing Director, Vendor Management
State Street Global Advisors
Sara L. Johnson
Retired
Marc A. Miles
Principal
Global Economic Solutions
Kristin S. Polito
Senior Portfolio Advisor
Merrill Lynch Wealth Management
David H. Thompson, CFA
Retired
Pamela Yang, CPA, CFA
Managing Director, Chief Operating Officer
The Bulfinch Companies