Kenechukwu Anadu, CFA, CAIA, Director (2024)
Federal Reserve Bank of Boston

Kenechukwu Anadu is an Assistant Vice President at the Federal Reserve Bank of Boston’s Supervisory Research and Analysis Unit.  His team’s responsibilities include, but are not limited to, identifying, assessing, and monitoring the potential risks to financial stability posed by the products and activities of non-bank financial institutions.    

Mr. Anadu is a member of the Boston Economics Club.  He currently serves as Vice Chair of the board of advisors at UMass Boston’s Center for Collaborative Leadership, and is a member of the board of advisors at YMCA Dorchester.  In addition, he previously served on the CFA Society Boston’s Education and Programs Advisory, Diversity, Equity, and Inclusion, and Young Leaders committees.  

Mr. Anadu teaches corporate finance at the UMass Amherst and previously taught at Babson College.  Prior to joining the Federal Reserve, he was a fixed income analyst at the Massachusetts Pension Reserves Investment Management Board.  

He holds the CFA and CAIA designations, earned a BSc. from Northeastern University, and an MBA from Babson College.  His research and policy papers can be found here: https://www.bostonfed.org/people/bank/ken-e-anadu.aspx 

Brent Bell, CFA, FRM, Chair
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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Jennifer K. DeSisto, CFA, CAIA, Director (2023)
Anchor Investment Capital Advisors LLC

Jennifer K. DeSisto, CFA, CAIA is the Chief Investment Officer of Anchor Investment Capital Advisors LLC. Prior to Anchor Capital Advisors LLC she served as Portfolio Manager from 2011-2016 at Fiduciary Trust Company and at Batterymarch Financial Management from 2005-2011. She also held the role of Vice President Corporate Bank at Fleet Financial Bank/Bank of America, and Management Associate at Citigroup.  

Jennifer graduated with a B.S. in Industrial Management and Economics from Carnegie Mellon University, B.S.. She received her M.B.A from MIT Sloan School of Business.

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P. Brian Enyeart, CFA, Director (2024)
Strategic Advisers LLC

Brian Enyeart is president of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and services to more than 20 million people, institutions, and financial intermediaries.

In this role, Mr. Enyeart is responsible for Fidelity’s retail and workplace managed account solutions, guidance, and planning methodologies.

Prior to assuming his current position in March 2018, Mr. Enyeart was chief investment officer for Strategic Advisers where he was responsible for overseeing the investment teams for Fidelity Portfolio Advisory Service® (PAS), Fidelity® Personalized Portfolios (FPP), Fidelity® Portfolio Advisory Service at Work (PAS-W), and the Strategic Advisers Workplace Multi-Manager Funds. He also had oversight of the Fidelity Charitable Gift Fund (CGF) Charitable Legacy Pool, as well as manager selection for Fidelity’s open-architecture 529 portfolios. Mr. Enyeart was also chief investment officer and managing director of research for Fidelity’s Asset Management business unit. As part of the European investment team, he was based in London and responsible for developing and growing the firm’s investment capabilities in Europe and emerging markets, as well as serving on the FMR London LLC board of directors. Previously, Mr. Enyeart was head of the Quantitative Research group and a member of the senior management team within Fidelity’s Equity division in Boston.

Before joining Fidelity in 2006, Mr. Enyeart served as director of quantitative research at Citigroup Asset Management and worked with equity market models and software development at BARRA, Inc. He has been in the financial industry since 1994.

Mr. Enyeart earned his bachelor of arts degree in political science and business from Vanderbilt University and his master of arts degree in finance from Golden Gate University. He is also a CFA charterholder.

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Susan E. Farris, CFA, Immediate Past 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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Patrick C. Gregory, CFA, Director (2023)
Babson College

Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. In this role, he oversees Babson's state-of-the-art investments lab, signature learning experiences like the Babson College Fund, and thought leadership events such as The Future of FinTech Conference, which help to position Babson at the forefront of finance education.

Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers. As a result, Patrick is a member of the Board of Trustees' Investment Committee, which is responsible for managing the College's endowment.

Patrick's academic career started in 1998. He was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, where he coordinated the development of two AACSB-accredited Master's degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center's research, teaching, and asset management activities. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.

Patrick is also the Lead Instructor for Kaplan Schweser's Chartered Financial Analyst (CFA) programs in Boston, which are offered in partnership with CFA Society Boston. He has taught Level II courses and workshops for Kaplan since 2010 at firms such at Fidelity, Wellington Management, and T. Rowe Price. The topics Patrick teaches range from equity investments to derivatives and portfolio management.

Patrick is the co-author of Why Stocks Go Up and Down and author of two editions of Financial Management: A Guide to Value Creation. Given his academic and industry experience, he has appeared on CNN and CNBC and provided commentary to a number of news sources including the Wall Street Journal, Business Week, The Boston Globe, and the LA Times.

 

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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, 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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William D. Krause, CFA, Director (2022)
The Northern Trust




Will Krause is a Portfolio Manager in Northern Trust’s Wealth Management practice.  Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates.  He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing.

Will is a graduate of Harvard University, and is passionate about his service to the community.  He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE).  He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee.  IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England. 

He is also focused on closing the financial literacy gap.  He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents.  He is a member of the CFA Institute Financial Literacy and Investor Education Steering Committee, an international body of CFA Charterholders looking to harness the scope and reach of the CFA Institute to promote improvements in global financial literacy.

Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.

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Bill C. Li, CFA, CAIA, Director (2022)
PRIM 

Bill C. Li is the Director of Portfolio Completion Strategies at Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $90+ 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. He oversees Absolute Return investments at PRIM; he also designed the fund’s innovative asset allocation framework.  

Prior to PRIM, he held positions at CoStar Group (formerly Property & Portfolio Research), using data science to scale credit advisory services. He was Portfolio Analyst for PIMCO funds and RCM funds when he worked at Allianz SE in Frankfurt, Germany.  

Bill has been an active member of CFA Boston. His team won the BSAS Research Challenge 2013; he twice co-chaired the society’s China from Inside and Outside conference; he also benefited profoundly from other CFA Boston activities such as Young Professional seminars and the Mentorship program. He is honored and happy to serve as a Director on the Board. 

Bill holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation,  and is a Qualified Futures Practitioner in China. Bill earned his master’s degree in International Economics and Finance from Brandeis University and a Bachelor’s Degree in Economics from Dongbei University of Finance & Economics, China. 

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Asha Mehta, CFA, Secretary
Acadian Asset Management

Asha Mehta, CFA, is Managing Partner & CIO at Global Delta Capital. She was previously a Lead Portfolio Manager on Acadian's quantitatively managed strategies. Her thematic focus includes Frontier & Emerging Markets and Sustainability Investing. Prior to joining Acadian, Asha worked as an investment banker at Goldman Sachs and at Centocor in a strategy role. Early in her career, she conducted microfinance lending in India. She has traveled to over 80 countries and lived in six. Asha was named one of the Top 10 Women in Asset Management by Money Management Executive and was profiled as a "Brilliant Quant" by Forbes magazine. She is a frequent speaker at industry conferences and her work has been featured in Pensions & Investments, the FT, CNN, WSJ, and other publications.

Asha is a Board Member of CFA Society Boston and an Advisor to the High Meadows Institute. In addition, she is an active advocate of financial literacy and financial empowerment. She is a supporter of several related organizations, including Compass Working Capital and 100 Women in Finance. Asha holds an MBA with Honors from The Wharton School (University of Pennsylvania) and a BS, Biological Sciences and AB, Anthropology, from Stanford University. She was raised in Gainesville, Florida.

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Allysen Mattison, CFA, Director (2024)
Income Research + Management

Allysen is the Director of Investment Risk at Income Research + Management.  She leads the function whose primary responsibilities are to identify and escalate positioning risks.  Through risk assessments, product consistency research, and quantitative support, the team focuses on the strategic components of IR+M’s investment process to help ensure strategies consistently retain deliberate risk to generate outperformance while reducing unintentional and undesired exposures. Allysen is a member of IR+M’s Investment Committee, the Investment Governance Committee, and Co-Founder of the Workforce Integration Retention and Engagement Committee. 

At IR+M, Allysen has also worked as a Senior Analyst on the Securitized Team where she focused on Agency RMBS, CMOs, and SBA research, and she was as an Analyst on the Portfolio Risk Team.  

Prior to joining IR+M, Allysen was a High Grade Credit Sales Associate at Barclays Capital where she facilitated trades in credit securities, including cash and structured products.  Before that, Allysen was an Analyst in Debt Capital Markets Investment Banking at Lehman Brothers. 

Allysen has a Bachelor of Arts in Quantitative Economics, summa cum laude, with a minor in Mathematics from Tufts University.  She is a CFA Charterholder.  

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Sarah N. Samuels, CFA, CAIA, Treasurer
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, Chair, Education and Programs
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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Michael G. Trotsky, CFA, Past 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 (2023)
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, Vice Chair
Loomis, Sayles & Company L.P.

Heather Young is a Vice President and Portfolio Manager at Loomis, Sayles & Company for the bank loan team. She is responsible for co-managing all products and strategies on the Bank Loan Team. In addition to portfolio management, Heather also builds and implements proprietary risk modeling tools for the bank loan portfolios and spearheads new product creation and development for her team. 
 
Heather began her investment career at Bank of America in the Global Corporate Investment Bank division. Subsequently, she moved on to Columbia Management where she specialized in complex structured products and related financial services companies. Heather has held credit research positions at Loomis Sayles and Breckinridge Capital Advisors and spent time working in the Financial Sponsors Investment Banking Division of Credit Suisse. She has experience in venture capital and worked at Converge where she evaluated technology companies for initial and follow-on investment from seed-stage to Series B financing though an investment fund that she also helped raise.

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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