Jeffrey B. Augustine, CFA, CFP®, Past Chair
Augustine Financial Solutions LLC

Jeff is the principal and founder of Augustine Financial Solutions LLC, a firm he started after working at Argent Wealth Management, LLC from 2013 through 2016. Prior to joining Argent, he founded Augustine Financial Solutions, LLC, a fee-only, comprehensive wealth management and financial planning firm. Prior to that he served as senior vice president at Putnam Investments where he oversaw 3,000 client accounts and over $600 million in client assets for Putnam Private Asset Management. Also while at Putnam he served as head of quantitative research for the Municipal Bond Department, with oversight of $18 billion in assets.

His previous experience includes Liberty Financial where he was senior vice president and portfolio manager at the Colonial Mutual Funds division. Jeff began his financial services career on the Chicago Board Options Exchange where he was a partner in the market-maker, member firm of Naegele Augustine Company.

Jeff earned a Bachelor of Science degree in Biology from Loyola University Chicago. He is a member of CFA Society Boston (Chartered Financial Analysts), a CFA charterholder, and a Certified Financial Planner® (CFP) practitioner. Jeff is also a National Association of Personal Financial Advisors-Registered Financial Advisor. He is a member of the CFA Boston and was elected to CFA Boston's Board of Directors in 2011. He has served as CFA Boston's Chair, Vice Chair, Chair of Education and Programs, Secretary, and Treasurer and as a member of the Executive Committee from 2013-2019.

Originally from the Chicago area, Jeff and his wife Patti have made their home in Needham, MA since 1988. Jeff was active in the young-adult music ministry with Lift Ministries. He also enjoys swimming, playing guitar, and our Boston professional sports teams.

Brent Bell, CFA, FRM, Secretary
State Street Global Advisors

Brent is a vice president of State Street Global Advisors and a member of SSGA's Investment Solutions Group (ISG). He is responsible for the development and implementation of asset allocation solutions, including Liability Driven Investment and tactical asset allocation strategies. Before joining the ISG team, Brent was a member of SSGA's Consultant Relations group. Brent joined SSGA in 2003. Prior to SSGA, Brent spent four years at Teradyne, Inc., a semiconductor capital equipment manufacturer, where he was responsible for inventory forecasting and materials planning.

Brent received his MBA from Babson College and holds BS degrees in both Finance and Operations & Strategic Management from Boston College. He has earned the Chartered Financial Analyst designation and is a Certified Financial Risk Manager. Brent is a member of the CFA Society Boston, the CFA Institute and the Global Association of Risk Professionals.

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Lisa L. Chioffi, CFA, Chair, Education and Programs
Reynders McVeigh Capital Management

Lisa Chioffi manages investment portfolios for individuals, families, trusts, and charitable institutions at Reynders McVeigh Capital Management. She has over 20 years of experience in financial services, primarily focused in equity research and portfolio management. Prior to joining Reynders McVeigh, Ms. Chioffi served as principal, co-director of research, and portfolio manager at Penobscot Investment Management for nine years. She also held similar positions with Massachusetts Investment Counsellors and Linsco Private Ledger/Infinity Group.

Ms. Chioffi formerly served on the career development committee with CFA Society of Boston, is a past president of the Boston Economic Club, a past vice president of Phillips Academy’s Alumni Council, and past chair of its mentoring committee. She continues to be an active mentor in the investment community after founding two Boston-area internship programs. Ms. Chioffi holds a Bachelor of Science Degree in Sustainable Agriculture from the University of Vermont and assisted with early legislation on organic farming standards in Washington, DC. She currently serves as treasurer of Red Tomato, a regional hub promoting sustainable food systems. Ms. Chioffi holds the Chartered Financial Analyst designation and has been a member of CFA Society of Boston since 2004.

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Hugh L. Crowther, Director (2021)
Crowther Investment

Hugh Lagan Crowther is an investment data scientist and SME at Crowther Investment, a quant investment data and technology consulting firm. He is Executive-In-Residence at the Babson College Fund. Hugh represents and sells machine learning derived news sentiment for Alexandria / Dow Jones. Hugh is manager and one of the founders of Boston Quantitative Work Alliance for Applied Finance, Education, and Wisdom (QWAFAFEW).

He has been a member of CFA Society Boston since 1995, and has been a member or chair of the Investment Technology, Quant and Strat/Econ subcommittees since 2002.

Prior to current roles, he developed and managed global portfolio analytics and risk management systems for Fidelity Management & Research. Before that he built and led the Quantitative Investment Research Systems group at Kidder, Peabody & Co. (now UBS). He began his investment career at Value Line, where he managed and marketed the Institutional Quantitative Equity Research business.

Hugh is Past President and director: Society of Quantitative Analysts; Former Adjunct Associate Professor: Brandeis University | International Business School; Judge: Bull and Bear Debate - Year Up Boston; Member: Boston Economic Club, Boston Market Technicians Association, Professional Risk Managers' International Association, Global Association of Risk Professionals.

Hugh holds a BSBA (Finance/Spanish) from the University of Denver, an MS (Management Engineering) and an MBA (International Business) from the University of Bridgeport. He is a citizen of the US and EU.

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Susan E. Farris, CFA, Vice Chair
CIBC Private Wealth Management

Susan Farris is a senior relationship manager with more than 20 years of experience helping high net worth families achieve their wealth management objectives. Prior to joining CIBC Private Wealth Management, she was a managing director at Windhaven Investment Management. Before Windhaven, she was a Vice President in the Private Wealth Management Division of Goldman Sachs in Zurich, Switzerland, where she managed global private client portfolios; and in Miami, where she was the business unit manager for the Latin America and Florida private wealth businesses. Before joining Goldman Sachs, Susan was a fixed income strategist with UBS in Zurich and London.

Ms. Farris earned a BA in economics, magna cum laude, from Cornell University an MBA from the UCLA Anderson School of Management, and is a Chartered Financial Analyst Charterholder.

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George R. Hoguet, CFA, FRM, Past Chair
Chesham Investments, LLC

George Hoguet is a private investor and most recently was a Managing Director and Global Investment Strategist in the Investment Solutions Group at State Street Global Advisors. At SSgA he worked with large pools of capital on economic, strategic and investment policy issues and for several years headed the firm’s active emerging markets strategy.

Previous positions include pension fund consulting at the Frank Russell Company and portfolio management at Baring Asset Management. From 1981-1985 George served at the U.S. Treasury Department, first as U.S. Alternate Executive Director to the World Bank and, subsequently, as Principal Deputy Assistant Secretary of the Treasury for International Affairs.

His prior and current affiliations/directorships include: Bretton Woods Committee, Chinese Finance Association, President – Boston Economic Club, Executive Committee of the Boston Committee on Foreign Relations, CFA Society Boston's Executive Committee; Visiting Committee – Weatherhead Center for International Affairs at Harvard, Council on Foreign Relations and Chair of the Investment Committee of the Middle East Institute. He is currently a Trustee of The Research Foundation of CFA Institute and on the Advisory Board of the Official Monetary and Financial Institutions Forum (OMFIF.)

He has published in The Journal of Portfolio Management, Bank for International Settlements papers, Emerging Markets Review, the Financial Times, Pensions and Investments and many other industry and academic journals. He is an accredited speaker for the CFA Institute and a Financial Risk Manger (FRM) as certified by the Global Association of Risk Professionals. George is a graduate of Harvard College and Harvard Business School

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Keon T. Holmes, CFA, Director (2022)
Cambridge Associates

Keon is a Managing Director in Cambridge Associates’ Boston office. He works with a number of universities, foundations, hospitals, cultural institutions, independent schools, and private clients across the world, ranging in size from $50 million to over $9 billion. Keon specializes in constructing and overseeing portfolios for his clients.

Prior to joining Cambridge Associates in 2005, Keon worked in equity risk management products with UBS AG in Hong Kong while attending business school. Prior to this, he worked as an Investment Manager for private clients at JP Morgan Private Bank, administering investment portfolios for private clients of the southeast regional office in Atlanta. Prior to this, Keon was an Associate in the equity derivatives group at JPMorgan & Co. in New York.

Education and Professional Credentials
  • CFA Charterholder
  • MBA, Harvard Business School, Harvard University
  • BS in Electrical Engineering, Howard University 
Board Affiliations and Community Involvement
  • Member, CFA Society Boston
  • Chair, Lasell College Board of Trustees
  • Former Member, Harvard University Advisory Committee on Shareholder Responsibility
  • Former Board Member, MassDevelopment Finance Agency

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Erinn R. King, CFA, Immediate Past Chair
Payden & Rygel

Most recently CFA Society Boston's Chair, Erinn King is a managing principal at Payden & Rygel. Based in the firm’s Boston office, King is responsible for client relations and business development for East Coast and global clients. She also serves as a liaison to the firm’s London office and the Metzler/Payden joint-venture.

Prior to joining Payden & Rygel, King was a vice president at Wellington Management Company, LLP, where she held roles in fixed-income portfolio communications and insurance relationship management. King also worked for Concordia Capital LLC prior to joining Wellington.

Ms. King is a member of CFA Society Boston and is also a trustee for Jose Mateo Ballet Theatre.

She holds the Chartered Financial Analyst designation. She earned an MBA in Finance at Boston University and also holds an MFA in Dance from the University of Oklahoma.

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Asha Mehta, CFA, Director, (2022)
Acadian Asset Management

Asha joined Acadian in 2007. In her role, Asha is responsible for leading ESG research and execution and serving as the chair of our Responsible Investment Committee. Prior to joining Acadian, Asha worked as an investment banker at Goldman Sachs and at Johnson & Johnson in a strategy role. Early in her career, she conducted microfinance lending in India. She is a Steering Committee member of the High Meadows Institute, board member of Compass Working Capital, and Global Angel of 100 Women in Finance. Asha holds an MBA with Honors from The Wharton School (University of Pennsylvania) and undergraduate degrees from Stanford University. Asha is a CFA charterholder and a member of CFA Society Boston. She was named one of the Top 10 Women in Asset Management by Money Management Executive in 2016

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Stephen R. Petersen, CFA, Director (2020)
Prio Wealth Management




Mr. Petersen has been a Managing Director at Prio Wealth Management, an independent investment management firm, since October 2013. Previously, Mr. Petersen served as Senior Vice President, Investments at Fidelity Investments. During his 32-year tenure at Fidelity, Mr. Petersen served as a Portfolio Manager and Group Leader (Income-Growth Team with $4 billion of AUM) of The Fidelity Management Trust Company and was responsible for managing several equity income and balanced mutual funds: Fidelity Equity Income Fund (1993—2011), Fidelity Balance Fun (1996—1997), Fidelity VIP Equity-Income Fund (1997—2011), Fidelity Puritan Fund (2000-2007), Fidelity Advisor Equity-Income Fund (2009—2011), and Fidelity Equity-Income II (2009—2011). 

Mr. Petersen is a Chartered Financial Analyst. He earned both a Master of Science-Finance and a Bachelor of Business Administration degree from the University of Wisconsin. Currently, he serves as the Chairman of the Traditional Asset Investment Committee for the University of Wisconsin Foundation. 

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Sarah N. Samuels, CFA, CAIA, Director (2021)
NEPC

Sarah is a partner at NEPC and oversees the firm's traditional manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds.

Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.

Samuels is a Director of the CFA Society Boston and the University of New Hampshire Boards, served on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network (PEWIN).

She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and Business from the University of New Hampshire.

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Peter Sullivan, CFA, CPA, Director (2022)
Previously with Liberty Mutual Investments (retired)

Peter Sullivan was a senior vice president for Liberty Mutual Investments until his retirement in April 2018.

Peter joined Liberty Mutual’s Investment department in 2006 as a portfolio manager and credit analyst, and through subsequent promotions he attained the position of senior vice president and was a member of the Executive Management Team. In 2016 he joined the Global Portfolio Strategy Team and was responsible for Liberty Mutual’s $7B defined benefit pension plan as well as various corporate initiatives. Prior to Liberty Mutual, Peter worked for MFS Investment Management as an analyst and portfolio manager, State Street Bank & Trust, and Ernst & Young.

Peter is a Certified Public Accountant and holds the Chartered Financial Analyst designation. He is a graduate of Northeastern University where he earned a Bachelor of Science in Accounting and a graduate of Babson College where he earned a Masters of Business Administration in Finance. He is a member of the American Institute of Certified Public Accountants and CFA Society Boston.

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Christine L. Todd, CFA, Director (2021)
Amundi Pioneer

Christine Todd is Senior Managing Director and Head of Fixed Income, US. Christine supervises and manages all fixed income portfolio management and research activities for Amundi Pioneer in the US.

She is a member of the US Investment Committee, US Executive Committee and US Management Committee. Based in Boston, Christine is an experienced and well-regarded leader in fixed income, with 30 years of industry experience. She was previously President of Neighborly Investments in Boston, a technology-driven investment manager focused on impact-oriented municipal bond portfolios for institutional and high net worth investors. Prior to Neighborly, Christine was President of Standish Mellon Asset Management, a leading fixed income asset management firm in Boston. In this role, she headed Standish Mellon’s Tax Sensitive and Insurance investment platforms, overseeing portfolio management, credit research, trading, and client relations. Prior to joining Standish Mellon, she was a portfolio manager, trader and analyst at Gannett Welch & Kotler, a Boston investment firm.

As Head of Fixed Income, US, Christine does not manage portfolios directly, but has an important leadership role. She has broad responsibility for supervising Amundi Pioneer's fixed income team, including the heads of asset class teams covering all fixed income sectors, plus research.

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Emery A. Trahan, CFA, Director (2020)
Northeastern University

Emery Trahan is a professor of finance and currently serves as the senior associate dean of faculty and research for the D’Amore-McKim School of Business at Northeastern University. He holds a BS in Accounting (summa cum laude) from the State University of New York at Plattsburgh, and MA and Ph.D. degrees in Economics from the University at Albany. He began his career on the audit staff of Peat, Marwick, Mitchell and Co. (KPMG).

Emery’s research interests include valuation, financial strategy, and the impact of new information on security prices and portfolio returns. His work has been published in academic and practitioner journals including the Financial Analysts Journal, Financial Services Review, Journal of Investing, Journal of Alternative Investments, Financial Management, and the Journal of Financial Research. He is a Research Fellow and member of the Advisory Board for the Center for Institutional Investment Management at the University at Albany.

Emery is a member of CFA Society Boston. He has served as an instructor for the Level 2 CFA Review Program and has worked with the CFA Institute Research Challenge.

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Michael G. Trotsky, CFA, Chair
PRIM

Michael G. Trotsky, CFA, is the Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $73.8 billion Massachusetts pension fund, which contains the assets of the Massachusetts Teachers’ and State Employees’ Retirement Systems as well as the assets of approximately 100 participating municipal and county retirement systems.

Mr. Trotsky’s work at PRIM was preceded by a 25-year career in the private sector, most recently as senior vice president and portfolio manager at PAR Capital Management, a Boston-based absolute return strategy fund. Previously, he was a senior analyst at Greenberg-Summit Partners in Boston and also served as a principal and senior vice president at Independence Investment Associates (a John Hancock subsidiary), also in Boston. Mr. Trotsky began his professional career in 1985 as an engineer at Intel Corporation in California.

As well as serving as Chair of the CFA Society Boston, Mr. Trotsky is a member of the Boston Economics Club, and previously served as a member of the CFA Institute Board of Governors and as chair of the CFA Institute’s Asset Manager Code of Professional Conduct Advisory Committee.

Mr. Trotsky received a BS in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.

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Andrew Z. Tubman, CFA, Director (2020)
Wellington Management

As managing director, Endowments and Foundations Strategy, Andrew is responsible for identifying, sharing, and acting upon the major trends occurring within the endowment and foundation marketplace. In this capacity, he synthesizes information on endowment and foundation trends, develops thought pieces for internal and external use, and partners with our clients as well as various groups at Wellington Management to ensure that the firm is positioned as a resource and solutions provider to the non-profit community.

In addition, Andrew serves as a relationship manager and business developer focused on endowments and foundations, helping to deepen the relationship and consultative partnership with clients and serving as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf.

Before joining the firm in 2000, Andrew held various roles at EgonZehnder International (1998) and Andersen Consulting (1996 – 1998).

Andrew received his MBA from the Massachusetts Institute of Technology (Sloan, 2000) and his BBA from Emory University (1996). He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Investment Science:

In 2018, Wellington brought the Quantitative Investment Group (QIG), Global Risk and Analytics, Data Science, Global Derivatives, and Trading Market Strategies teams together to form Investment Science (iSci), providing a partnership with enhanced cross-asset class collaboration. iSci’s mission is to enhance investment outcomes by applying science to the art of investing while simultaneously gathering investor input and delivering capabilities in investor development and idea generation and implementation. Consisting of 65 members, the collective iSci group helps derive insights from large or obscure data sets that provide efficiency, collaboration, and analysis.

China:

Wellington has been investing in dedicated China strategies since 2003 and currently manages over $11.6 billion in Chinese equities across the firm’s equity platform as of December 31, 2018. The firm launched a concentrated China strategy, Select China Equity, in LP format in 2017. The strategy is able to opportunistically invest in onshore and offshore listed Chinese companies, taking advantages of valuation dislocations globally. Our China Hub research team includes 14 fluent Chinese-speaking researchers.

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Heather M. Young, CFA, Treasurer
Loomis, Sayles & Company L.P.

Heather Young is a strategist for the bank loan team at Loomis, Sayles & Company. She works on credit review and portfolio construction. She also completes special projects on individual credits, industries, portfolio tactics, and risk.

Heather joined Loomis Sayles in 2008 as a vice president and credit research analyst where she covered investment grade and high yield credits in telecommunications and emerging markets through 2011. Subsequently, she worked for the venture capital firm Converge where she evaluated technology companies for initial and follow-on investment from seed-stage to Series B financing. She also helped raise Converge's first venture fund. Later, she was a vice president and senior analyst for Breckinridge Capital Advisors until 2016, when she rejoined Loomis Sayles.

Prior to joining Loomis Sayles, Heather was a research analyst at Columbia Management where she specialized in complex structured products and related financial services companies. Heather began her investment career at Bank of America as an analyst where she covered corporate debt products in Transportation and Environmental Services. Heather has a BA from Boston University and an MBA from the Massachusetts Institute of Technology.

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Jeanne W. Wolf, CAE, Chief Executive Officer
CFA Society Boston, Inc.

Jeanne joined CFA Society Boston as executive director in 2010 and is responsible for the strategy, operations and staff management for the organization. She oversees the Board of Directors, and is the staff liaison to the CFA Institute.

Prior to this role, she was the Executive Director for the Real Estate Finance Association (REFA Boston) and the Building Owners and Managers Association Boston (BOMA Boston) at the Greater Boston Real Estate Board. While at REFA and BOMA, Jeanne ran the day-to-day operations for two local trade organizations representing over 1,200 members in the commercial real estate profession in Greater Boston. She began her career in association management in Washington, DC working for the National Association of Truckstop Operators (NATSO).

Jeanne received her BA in Political Science and English from Marquette University and received the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE). She is the past Board Chair of the New England Society of Association Executives and serves on the fundraising and event committees for the Somerville Homeless Coalition.

Jeanne resides in Somerville with her husband and two sons and spends her (very limited) free time running, skiing and being a soccer mom.

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