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, Vice 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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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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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 (2021)
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, 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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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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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, Secretary
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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Michael G. Trotsky, CFA, Immediate 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, Chair, Education and Programs
Loomis, Sayles & Company L.P.

Heather Young is a vice president | portfolio manager on all strategies run by the bank loan team at Loomis, Sayles & Company.

For four years, Heather was a senior analyst and then strategist at Loomis Sayles, following three years as a Loomis Sayles analyst earlier in her career. She went through a formal credit training program at Bank of America where she worked as a credit analyst before moving on to Columbia Management and Loomis Sayles. Heather worked in the financial sponsors division of Credit Suisse while earning her MBA at MIT, and then worked in venture capital and in investment grade fixed income before we asked her to be on our team. With many years of loan and high yield experience, including the changing market environments pre-GFC, during the GFC, and post-GFC, Heather is well prepared to handle the shifting landscape of our sector.

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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