Trustee Bios

Seán Cardinal O’Malley – Chairman

Cardinal Seán Patrick O’Malley, OFM Cap. is the ninth bishop and sixth archbishop in the more than 200 year history of the Archdiocese of Boston.

Pope Benedict XVI elevated him to cardinal at the consistory held March 24, 2006 and gave him the titular church of Santa Maria della Vittoria.

Shortly after Pope Francis’s March 2013 election, the Holy Father selected Cardinal O’Malley to be the only North American member of his council of cardinals — commonly called the “group of nine” or simply the “G9” — who advise the Holy Father on the restructuring of the Roman Curia.  Pope Francis has also asked him to lead the Vatican’s Pontifical Commission for the Protection of Minors, which held its first meeting in May 2014.

Throughout his years as bishop, Cardinal O’Malley has served on numerous other commissions and committees, including Missions (of which he was chairman), Priestly Formation, Hispanic Affairs, Migration, as well as serving on the board of directors for Catholic Relief Services, the Association for the Development of the Catholic University of Portugal and on the board of trustees of his alma mater, The Catholic University of America in Washington, D.C.

Peter S. Lynch – President Emeritus

Born in 1944, Mr. Lynch received a Bachelor of Science degree from Boston College in 1965 and an MBA from The Wharton School at the University of Pennsylvania in 1968.  In 1994, he was named Outstanding Alumnus by The Wharton School.  Mr. Lynch is a fellow with the American Academy of Arts and Sciences and a member and former director of the Boston Society of Security Analysts.

Mr. Lynch is actively involved with a large number of civic and not-for-profit organizations.  He has been recognized with several awards for his efforts, including the National Catholic Education Association 1992 Seton Award, the Massachusetts Society for the Prevention of Cruelty to Children 1993 Family Award, and the 1997 United Way Bay Leadership Award.    For over twenty years he served as chairman of the Inner City Scholarship Fund, fundraising over $115 million in partial scholarships for children living in the inner city of Boston and attending Catholic schools.  The ICSF continues to be his number one philanthropic endeavor.

Mr. Lynch is also the recipient of many professional awards.  He was recognized in the Business Hall of Fame of both Fortune magazine and the television show Wall Street Week.

Michael F. Rogers – President

Mike Rogers is president and chief operating officer at State Street, where he is responsible for State Street Global Markets, State Street Global Services Americas, Information Technology, Global Operations, and Global Exchange, State Street’s data and analytics business. He is also a member of State Street’s Management Committee, the company’s most senior strategy and policy-making team. Mr. Rogers was previously head of the Relationship Management group. He joined State Street in July 2007 as part of the acquisition of Investors Financial (IBT).

He spent 27 years at IBT where he held various positions including manager of accounting and control, controller, and president. During his time as president, Mr. Rogers was responsible for all business units. He was instrumental in the development and implementation of IBT’s proprietary custody and fund accounting system, FACTS.

Mr. Rogers is a member of The Catholic Schools Foundation, Inc. board of trustees. He received a Bachelor of Arts degree in economics from Boston College and his Master of Business Administration degree from the College of William and Mary.

James F. Mooney III – Vice President

Jim is a managing director of the Baupost Group, L.L.C., a private investment partnership based in Boston.  Prior to joining Baupost, Jim worked at the Chase Manhattan Bank in both New York and London, and before that at the Bank of Boston.   Jim is a Chartered Financial Analyst and has a B.A. in Political Science from the College of the Holy Cross as well as a M.B.A. from Georgetown University.   Jim lives in Cambridge with his wife Lisa and their two children.  He is a member of the board of directors of Facing History and Ourselves.

Christine T. Komola – Treasurer

Christine T. Komola is the former executive vice president and chief financial officer at Covetrus, before which she was EVP and CFO at Vets First Choice. Prior to joining Vets First Choice, Christine served as CFO of office supply company Staples, Inc. She has a B.S. in business administration and accounting from Miami University.

Christine previously served as Senior Vice President, General Merchandise Manager, Furniture & Wholesaler, from 2002 to 2004. In this role, she was responsible for supplier relationships, marketing programs and merchandise assortments for Staples Retail and Delivery businesses. Prior to joining Staples, Christine was an audit manager at Ernst & Young, LLP. She is a member of the American Institute of Certified Public Accountants.

William S. Mosakowski – Clerk

Bill Mosakowski is Founder, President, and Chief Executive Officer of Public Consulting Group, Inc. (PCG), a management consulting firm serving clients in the health & human services and K-12 education sectors.  In his current role, Bill oversees day-to-day operations and strategic initiatives for PCG.

Bill’s career has centered on serving the fiscal and operational needs of the public sector.  Upon graduating from Clark University in 1976, he first worked as Assistant Revenue Director for the Commonwealth of Massachusetts Department of Mental Health and Mental Retardation.  In 1981, he left public service to become Director of Reimbursement for Harvard Community Health Plan’s Parker Hill facility, a small public hospital located in Boston’s Mission Hill neighborhood.  Prior to forming PCG, Bill was a senior consultant with Touche Ross & Company now Deloitte & Touche, where he worked on expansive and comprehensive strategic planning projects for health and human services facilities across the country.

Bill founded PCG in 1986, combining his entrepreneurial business interests with a growing expertise in public sector fiscal and operational management.  The firm quickly grew from a three-person operation to a highly successful company with roughly 1,000 employees, thirty-five offices, and nearly $200 million in gross annual sales.  Today, PCG focuses on three major market areas: 1) enhancing operational and financial performance for state and local health and human services agencies; 2) providing consulting and technology applications to the K-12 education sector; and 3) developing and serving the national market for Third Party Administrator (TPA) services to support self-determination and consumer-directed care for chronically ill, frail and elderly, developmentally disabled, and other at-risk populations, through PCG’s subsidiary company – Public Partnerships, Ltd.

Bill served as chairman of the Clark University Board of Trustees in Worcester, MA (2007-2011),where he and wife Jane also founded the Mosakowski Institute for Public Enterprise.  Additionally, Bill serves as Board member of St. Mary’s High School in Lynn, MA; as a member of the Board for the Massachusetts Association of Mental Health (MAMH); and as a Board member of Health Management Systems, Inc. (NASDAQ: HMSY) in New York.

Tchintcia Barros

Tchintcia Barros is a portfolio manager on the Large Cap Growth Team at Columbia Threadneedle Investments.  She joined one of the Columbia Threadneedle Investments legacy firms in 2005.  She is responsible for covering the consumer staples and healthcare sectors, representing close to 30% of the universe in which the fund invests.

Prior to joining Columbia Threadneedle, Tchintcia worked for Putnam Investments as an analyst in the international small-cap core group.  She covered the entire consumer space for the team.  She has been a member of the investment community since 2000.

Tchintcia graduated from Dartmouth College with a Bachelor of Arts degree in Economics, and earned a Master of Business Administration from Harvard Business School.  In addition, she holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analyst Society.

Tchintcia is an active member in her community.  She is a Board Trustee for the UP Academy Boston and UP Academy Dorchester Charter Schools.  She sits on the Pastoral Council at her parish (Saint Patrick Church) in Roxbury and volunteers through the Dudley Street Neighborhood Initiative (DSNI) in Roxbury.  She also is a member of The Boston Club.

Tchintcia resides in Dorchester, Massachusetts, with her husband, John, and their two boys, John Jr. and Jeremiah.  They are expecting their third boy in early August.  She enjoys spending time with her family, reading and giving back to her community

Paul J. Birmingham – Lifetime Trustee

Paul Birmingham, lifelong summer resident of the Osterville area, is bringing his extensive years of Palm Beach real estate experience to the Cape as a permanent resident and associate of Robert Paul Properties. For the past 20 years, Paul has leveraged his market insight and professional capabilities in representing buyers and sellers in the Palm Beach area. His expertise includes working with architects and builders in the development of residential homes ranging from $1 to $6 million. Paul and his wife Pam, began collaborating on real estate initiatives in 2009 and during Pam’s first year in the partnership she assisted Paul in more than $14 million in property sales the first year. In addition to her real estate experience, Pam is an established interior designer, with clients spanning Boston, Osterville and Palm Beach. As a team, Paul and Pam bring a valuable combination of business expertise, design talent and sales expertise to their clients.

Rev. Marc J. Bishop

Fr. Marc, a native of Billerica, MA was ordained to the Priesthood of Jesus Christ, on May 26, 2001 at the Cathedral of the Holy Cross, Boston, MA. Father graduated from Austin Preparatory School, in the Spring of 1991; and graduated from Seton Hall University in May 1995, with a Bachelors of Arts, in Political Science. He entered St. John’s Seminary in the Fall of 1995. After graduating from seminary with Bachelors in Philosophy and Master of Divinity degrees he was ordained and received his first assignment to St. Mary Parish, Chelmsford, MA. Fr. Marc happily served there for four and a half years before being called to service in the active duty military. Fr. Marc, then a Lieutenant in the United States Navy Reserve, was on active duty with First Battalion, Twenty-fifth Marines from January 2006 to December 2006. He served the religious needs of the Marines and Sailors in Al-Fallujah, Iraq from March 2006 to October 2006. In February of 2007, Fr. Marc received the Vincent Capadano Reserve Officer Association’s Chaplain of the Year Award. Fr. Marc also was honored by the Massachusetts District, Bishop Healy Province, Fourth Degree Knights of Columbus with the Father Joseph T. O’Callahan 2007 Memorial Award, “… for outstanding and significant contributions to the principles of patriotism, brotherly love and love of country…” Fr. Marc was a member of Team Ministry at Holy Family Parish, Amesbury, MA, from February 15, 2007 to June 30, 2008; served as pastor of Our Lady of Good Counsel Parish, Methuen-Lawrence, MA, from July 2008 to June 2010. July 1, 2010 to June 30, 2014, Fr. Marc was Pastor of both St. Rita Parish (Lowell, MA) and Ste. Marguerite Parish (Dracut, MA). He is currently the Pastoral Administrator of Immaculate Conception Parish and School (Marlborough, MA). He currently serves on the Board of Trustees of Lawrence Catholic Academy. Father Marc enjoys athletics and volunteers his time as an assistant coach for the Lowell Catholic Varsity Boys Ice Hockey Team.

Miceal G. Chamberlain

Miceal Chamberlain is a Massachusetts market president at Bank of America Merrill Lynch, based in Boston. Chamberlain joined the firm in 2005 as a senior research salesperson. Prior to that, he worked at JP Morgan in Boston and Prudential Securities in Boston and New York.

Chamberlain is a 1993 graduate of Dartmouth College. He currently serves on the Boston Advisory Board for the American Ireland Fund and on the board of trustees for the Catholic Schools Foundation.

Ryan Connolly

Ryan began working at Morgan Stanley in 2007 and joined the Connolly Principe Group as a partner in 2012.  Prior to joining the team, Ryan spent four years on the Capital Markets desks in New York and San Francisco where he specialized in interest rate, credit and structured investments.  In the fixed income sales role, Ryan worked closely with top financial advisors to help construct fixed income portfolios for high net worth individuals.  Ryan’s experience working with the Capital Markets Group, not only provided him with market knowledge and the ability to show value across different asset classes but more importantly, allowed Ryan to develop relationships, with both the firm’s sales and trading desks and the firm’s top thought leaders that the team leverages on a daily basis.

Ryan graduated cum laude from Colby College with a B.A. in government. At Colby, he was captain and a four-year starter on the men’s lacrosse team. Ryan was the recipient of the Ewell, Steinberg, Goodhope Award, which is given to the player who epitomizes Colby Lacrosse with attitude, character, playing ability, and sportsmanship

Ryan is a board member of the Francis Ouimet Society and serves on the Advancement Committee for the Inner City Scholarship Fund and previously was Chairman of their Young Leaders Group.

Ryan lives in Boston’s South End with his wife, Kerryn, and black lab, Jack.

Tom Corra

Tom Corra is the former Head of Managerial Finance for Fidelity Investments, a diversified financial services firm that makes financial expertise broadly accessible to people investing their life savings, businesses managing their employee benefits and advisors investing their clients’ money. Since 1946, Fidelity has been helping people live the lives they want through its customer-centered approach, innovative technology and investment solutions. Tom led teams responsible for Corporate Financial Planning and Analysis, Corporate Procurement, and the firm’s cross company scale & efficiency effort.

Prior to joining Fidelity, he spent six years with The Boston Consulting Group, where he advised senior executives on strategy development and implementation, operational improvement, and cost reduction issues. He began his career at General Electric (GE) and is a graduate of GE’s Financial Management Program. Tom left GE to teach at the Nativity Preparatory School in Roxbury, MA where he was also director of administration. Tom earned his Bachelor of Science degree in finance from Fairfield University in 1990 and his MBA from Harvard Business School in 1997. He is a CFA® Charterholder.

Robert N. Cunjak

Personal –

Born in Toronto, Canada. Reside in Wellesley with my wife (Susan) and three children (Liam, Caitlin and Killian).  My children attend The Meadowbrook School, St. John School (Wellesley) and The Teddy Bear Club. Parishioner at St. John’s in Wellesley

Professional Experience-

Seamans Capital Management – 2017 to Present
Sankaty Advisors (Bain Capital) – 1999-2001, 2003 to 2015
Bain & Company – 1996-1999

Educational Background-

Harvard Business School (2003) — MBA
Cornell University (1996) – BA.  Member of Quill & Dagger Senior Honor Society.
Upper Canada College (1992)

Philanthropic Experience and Affiliations- 

Cornell University – Major Gifts Co-Chair for 5th, 10th and 15th Reunions
Harvard Business School  — Major Gifts Committee for 10th Reunion
Upper Canada College – New England Alumni Branch President
Brigham & Women’s – NICU Task Force raising $50MM to renovate NICU
Order of Malta – Auxiliary Member
Adelphic Cornell Educational Fund – Board Member (2007-2010)

Noel J. Dixon

Noel Dixon is an associate at Fidelity Capital Markets focusing on Institutional Equity and Option algorithmic and touch trading.  Prior to this role Noel worked for Fidelity Private Client Group assisting clients with their financial planning and investment needs.  He has been at Fidelity since the summer of 2006.  Noel is a licensed Series 7, 63, and 66 Representative as well as a Level III CFA Candidate.

Noel graduated from Cathedral High School class of 2002, and graduated from Boston College class of 2006 with a Bachelor’s of Science degree in business with a Finance concentration.

Noel currently serves on the board at Cathedral High School.

Noel lives in Roslindale, MA with his fiancé Janae Hopkins.

Kate Ferrara

Kate is a Principal in the Financial and Risk Advisory practice of Deloitte & Touche LLP. She has over twenty years of risk management consulting experience. In her role at Deloitte, she has been responsible for developing and leading multi-functional services at large, global consumer products and retail clients.

Kate has coordinated teams and led projects including Internal Audit, Sarbanes Oxley 404 testing, IT security and controls design and implementation and several security and privacy initiatives to assist clients with regulatory matters.

Kate is the New England Financial and Risk Advisory leader. In this role she is responsible for marketplace development, eminence and developing a community of over 300 practitioners.

Kate was previously the Retail and Consumer Products Industry leader in New England and is still an active spokesperson for Deloitte on retail matters. She has been featured on NECN’s Business Program and also The Boston Globe and CNBC.

Kate received a Bachelors degree in Accounting from Stonehill College and Masters in Accounting Information Systems from Bentley University. She is a Certified Information Systems Auditor (CISA) and a regular speaker on the topic of Risk Assessments.

Kate resides in Canton, Massachusetts with her husband Carmen and 3 children. She has been a youth softball coach and a religious education teacher at St. Gerard Majella Parish. She is currently a member of the President’s Advisory Counsel at Stonehill College.

Brian J. Gallagher

Brian has more than 30 years of public accounting experience with Deloitte & Touche, with an expertise in the audits of mutual funds. As the firm’s National Audit Partner for investment companies, Brian is responsible for the development of the firm’s audit approach as it relates to investment management clients, formation of the firm’s position on investment management accounting and reporting issues, and the overall quality of audit services provided to the firm’s investment management clients. A member of Deloitte’s National Investment Management Services Group, he has extensive experience dealing with mutual funds, offshore funds, investment advisers, broker/dealers, custodians, trust, and transfer agents. A certified public accountant, Brian is currently a member and the former chairperson of the AICPA Investment Company Expert Panel and has been involved in the development of several accounting standards related to investment companies. Brian received his M.B.A. from Suffolk University and B.B.A. from the University of Notre Dame.

Community Involvement
Treasurer- Catholic Schools Foundation
Member- Suffolk University Accounting Advisory Board
Member- Finance Committee of the Pine Street Inn
Member- Serra Club of Boston

Roberto S. Goizueta

Roberto S. Goizueta is the Margaret O’Brien Flatley Professor Emeritus of Catholic Theology at Boston College. A native of Cuba, Dr. Goizueta is a graduate of Yale University and Marquette University. He has received honorary degrees from the University of San Francisco and Elms College. Dr. Goizueta is a former President of both the Catholic Theological Society of America and the Academy of Catholic Hispanic Theologians of the United States. The National Catholic Reporter named him one of the ten most influential U.S. Latino/a educators, pastors, and theologians. He has published six books and over 100 scholarly articles and book chapters. Dr. Goizueta serves on numerous editorial and advisory boards.

Roger P. Joseph, ESQ

Roger Joseph’s practice encompasses both publicly offered and private investment funds, and includes representation of funds, sponsors and independent directors. He is known for advising clients on the evolving federal regulatory environment for funds and managers, including under the Dodd-Frank Act and the Volcker Rule as well as federal securities laws. Roger has participated in many innovative developments in the investment management industry, including heading up the legal team that developed the master/feeder legal structure and shepherding the first funds using that structure through the US registration process. He also led the investment management team in the legal structuring of the first principal-protected, actively managed mutual funds. Roger currently serves on the firm’s Advisory Board.

Sean Judge

Sean is a Principal at Highland Capital Partners, an early stage venture capital firm. Prior to joining Highland, Sean worked at Pomona Capital in New York and Hong Kong. Sean started his career as an investment banker at Bank of America Merrill Lynch, after graduating from Vanderbilt University. He lives with his wife Carson in the South End.

Gary R. Kaneb

Mr. Gary R. Kaneb is the President and Chief Executive Officer of Catamount Management and serves as the President at HP Hood, LLC. Mr. Kaneb is on the University of Notre Dame Business College Council and a Board Member of Por Cristo. He served as Director of Citizens Bank – Massachusetts of RBS Citizens, N.A.

Brendan P. McCarthy

Brendan P. McCarthy is the Founding Partner of Nyes Ledge Capital Management (2005-present) a hedge fund of funds.  Nyes Ledge investors are predominantly foundations and endowments.  Prior to starting Nyes Ledge he was the Director of Hedge Fund Research at Cambridge Associates from 1995 to 2005 and a Managing Director starting in 1999. Prior to joining Cambridge he was Director of Research at Lake Partners (1991-1994), advisor to Optima Fund Management a hedge fund of funds business. Previously, he was employed at the American Express Company and the General Electric Investment Corporation. Mr. McCarthy is a graduate of Tufts University and Columbia Business School.

Renee Minogue

Renee Minogue runs the Renee & Michael Minogue foundation, serves on the board of Boost Oxygen, a private for-profit company and teaches her children and other local students in home-based education programs. The Minogue Foundation supports military veterans (, faith-based education, local first responder funds and farming initiatives.

Renee graduated from the University of Notre Dame, magna cum laude. She is fluent in German and spent two years in Vienna, Austria teaching English on the Fulbright program. After her time abroad, she joined General Electric Healthcare in their technical sales program. She managed the launch of the first 3D ultrasound product in the US and earned distinction in service sales.

Renee is passionate about education, history, travel and her rambunctious family of 7.

Robert F. Morrissey

Robert F. Morrissey received his law degree from the Boston College Law School in May of 2002 and was admitted to the Bar of the Commonwealth of Massachusetts in December of 2002. In June of 2003, Mr. Morrissey was admitted to the Bar of the State of Florida. Mr. Morrissey graduated from Boston College in 1995 with a Bachelor of Arts in History. After graduation, Mr. Morrissey worked as a Series 7 and Series 63 licensed bond broker for S.G. Cowan in New York City until he returned to Boston to attend law school.

Mr. Morrissey’s practice areas include estate planning and administration, probate, fiduciary services, charitable foundations, taxation, real estate and business planning. Mr. Morrissey is a member of the Executive Council of The Catholic Schools Foundation, the Advisory Board of Belmont Savings Bank and the Board of Overseers Committee of the Brigham and Women’s Hospital.

Rob and his family reside in the South End of Boston.

Rev. Paul B. O’Brien

Father Paul O’Brien has been the pastor at Saint Patrick Parish in Lawrence, MA since 2001.

Kevin O’Leary

Kevin O’Leary is responsible for developing and refining a differentiated client value proposition, go-to-market strategy and operating model that drives sustainable profit-driven growth by leveraging TIAA’s existing Institutional and Individual relationships and Nuveen investment solutions.

Previously, Kevin served as the head of Product & Portfolio Solutions for both the Individual Advisory Services business and the Trust Company at TIAA, where he was responsible for translating client need into the strategic direction of the individual product solution set; harnessing subject matter expertise to help captive advisors and RIAs implement integrated solutions with their clients; and managing the portfolio management for complex clients leveraging Trust Company services. Kevin was also responsible for business development and investment management for the Trust Company’s endowment and institutional business.

Prior to joining TIAA, Kevin held multiple leadership positions at Bank of America including serving in National Sales Strategy for the Private Bank and US Trust and the Alternative Investments business. Kevin was also a financial advisor at Merrill Lynch Private Client Group and UBS Wealth Management helping individuals, families and small businesses, prioritize, plan for, and accomplish their individual goals.

Kevin lives in Denver with his wife KC and two children (Connor and Lizzy) and two dogs (Rosie and Mo). He is a graduate of Boston College and served as an officer in U.S. Navy.

John J. Regan

Jack Regan is a Senior Fellow at the Legal Services Center of Harvard Law School, in its Veterans Law Clinic.

Mr. Regan was a partner in WilmerHale’s Litigation/Controversy Department, and a member of the Intellectual Property Litigation, International Litigation, and Business Trial Practices. Mr. Regan’s practice concentrated on pretrial, trial, and appellate aspects of intellectual property, and commercial litigation.  Mr. Regan was co-chair of WilmerHale’s Pro Bono Legal Services Committee.  He chaired the task force that created WilmerHale’s innovative community Youth and Education Initiative.

Mr. Regan served as a lieutenant in the U.S. Navy, and deployed to the Mediterranean, and on a frigate to the Western Pacific, Indian Ocean, Gulf of Tonkin, and Persian Gulf areas.  He is a member of the Naval War College Foundation, and active with the Massachusetts Iraq and Afghanistan Fallen Heroes, a Gold Star family organization, and with its InnoVets program for entrepreneurial business training of veterans.

Mr. Regan served as the President of the Boston Bar Association, with its nearly 13,000 members. Mr. Regan is Secretary of the Board of Directors of Oxfam America, and on the Advisory Council of Massachusetts Foundation for the Humanities. Mr. Regan chaired, and is now Vice Chair of, the Board of Trustees at LaSalle Academy, a 1,500-student middle and high school in Providence, Rhode Island.

Mr. Regan has served for some 25 years as a Trustee of the Catholic Schools Foundation, including as its President.  He has also been a Trustee of the Roxbury Latin School, Discovering Justice, Citizen Schools (Massachusetts), Young Audiences, and Milton Residences for the Elderly. Mr. Regan is also a Trustee of the Lynch Foundation, a major charitable foundation in Boston.

Mr. Regan is a graduate of the University of Notre Dame and New York University School of Law where he was a Root-Tilden Scholar.

Chris Remondi

Chris Remondi is a Partner at Brown Brothers Harriman responsible for Global Relationship Excellence, Sales and Capital Markets.

Prior to adding Global Relationship Excellence Chris was responsible for Business Strategy and Finance, Innovation, HR Strategy, and Capital Markets for BBH Investor Services.

Within Capital Markets,Chis is responsible for the firm’s trading businesses and trading desks around the world. In 2008,Chris founded BBH’s InfoFX business which was the first electronic currency trading platform for operational related FX trades. Today, BBH’s FX business trades over $4 trillion in currencies each year on behalf of the world’s largest asset managers.

In Global Relationship Excellence and Sales, Chris is ultimately responsible for the firm’s relationships and sales efforts around the globe.

Chris was previously the firm’s Chief Information Officer (CIO) responsible for systems infrastructure, application development and technology strategy across all BBH business lines. Prior to his appointment as CIO, Chris was responsible for the firm’s Innovation and Technology Services Division, which includes BBH Infomediary™, custody and accounting internet products, and outsourcing services. Prior to this, Chris managed teams in custody and accounting and served in the firm’s Hong Kong and Tokyo offices.

Chris chairs BBH’s Markets Oversight Committee and is a member of the Technology, Operating, Business Continuity Planning, Service Delivery, Innovation, and Governance Risk and Compliance Committees.

In addition to his roles in the Investor Services business, Chris serves as advisor to select clients in our Private Bank. Chris primarily advises family business owners who, like himself, are focused the opportunities and challenges attendant to owning a business, including succession, governance, family wealth planning and investment opportunities.

Chris joined BBH in 1994 and became Partner in 2011. Chris splits his time between the firm’s Boston and New York offices and spends some part of each year in London, Hong Kong, Tokyo and Krakow.

He is a graduate of Boston College and received his MBA from the Columbia Business School. Chris serves on the charitable and gala committees of Cathedral High School and the Inner-City Catholic Schools Foundation.

John J. Remondi – Lifetime Trustee

Mr. John J. Remondi is an Executive Vice President and Director at Fidelity Investments. Mr. Remondi oversees functions such as human resources, finance, and enterprise services, which includes legal, risk and compliance, corporate affairs, real estate, regional management, public policy, and government relations. He serves as a Treasurer of FTM Corp. Previously, Mr. Remondi has served as the President of Fidelity Investors Management LLC since May 1998. Prior to this, he served as a Managing Director at Fidelity Ventures. Mr. Remondi joined Fidelity in 1983 as the Chief Financial Officer for FMR Corp. He also served as a Vice President of Finance and Chief Financial Officer at Haemonetics Corporation. Mr. Remondi served as a Vice President and Group Controller at Merriman/Litton Industries. He serves as a Director of Fidelity Management & Research Company, Fidelity Investments, FORUM Pharmaceuticals Inc., FMR Co., Inc., Fidelity Research and Analysis Company, and Fidelity Investments Money Management Inc. Mr. Remondi has been a Director of Geerlings & Wade since November 2000. He also serves as a Director of The Strober Organization, Inc. and W.R. Hambrecht Co. Previously, Mr. Remondi served as a Director of Colt Group S.A. since December 2004. He earned a Bachelor’s degree from Boston College and an M.B.A. degree from the Boston University School of Management.

Timothy M. Tully, Jr.

Timothy Tully, Jr. is the former president of U.S. Markets – East, which consists of New England, Mid-Atlantic, Western Pennsylvania, Ohio and the Southeast. In this role, he managed the investment management, wealth planning, and private banking services for individuals, families, endowments and foundations. He is a member of BNY Mellon’s Operating Committee.

Previously, Mr. Tully was executive director of specialty businesses and service delivery for BNY Mellon Wealth Management. His responsibilities included operations, trust tax, technology, account services, revenue accounting, and fiduciary services. Additionally, he oversaw all client related service and sales activities for the organization’s charitable giving, national custody and wealth management select businesses. Before that, Mr. Tully held the position of chief operating officer for BNY Mellon Wealth Management from 2005-2009. Prior to 2005, Mr. Tully was the chief information officer for Mellon’s Private Wealth Management group and for The Dreyfus Corporation.

Prior to joining the firm in 2002, Mr. Tully was the senior vice president for application development at T. Rowe Price. He has also held senior management positions at MCI, Fannie Mae, and Marriott Hotels.

Mr. Tully received a bachelor’s degree from The Carroll School of Management at Boston College. He serves as a board member of BNY Mellon Trust of Delaware.

Margaret Wade

Margaret Wade and her husband Jim have lived in Winchester since 1999. Margaret currently serves on the boards of Belmont Hill School and Belmont Day School. Margaret is also active within her local parish, St Mary’s in Winchester. Prior to having children, Margaret was Executive Vice President of Operations for Coldwell Banker. Margaret is a graduate of Fairfield University.

Meg Reynolds, CFA

Meg Reynolds is Principal and Portfolio Manager at Westwood Global Investments where she  co-manages Global Emerging Markets Equity portfolios. She has over thirty years of broad  investment experience including Fidelity Investments and Putnam Investments in Boston,  Massachusetts. Prior to founding WGI, Meg was the Portfolio Manager of the Latin American  Fund at Fidelity Investments from July 1, 2001 until January 6, 2003. Before assuming the  Latin American Portfolio Manager role, she held various analyst and associate portfolio  assignments at Fidelity. Meg began her investment career as a domestic fixed income analyst  at Putnam before becoming an analyst in the international equity group. She received a B.S.  from University of New Hampshire and an M.S. from Massachusetts Institute of Technology.

Michael Sutphin

Michael is a Boston financial services partner serving global asset managers on parent company and fund  audits. Michael’s diverse corporate and product experience includes public companies, private companies,  broker-dealers, controls work (SOX 404 and SOC reports), SEC registered funds, private equity, private debt,  hedge funds, fund-of-funds and 529 plans. His transaction experience includes a wide array of security  valuation matters, large scale corporate mergers, fund mergers, acquisitions, offerings, controls, and  liquidations. Michael has signed reports under US GAAP (PCAOB and AICPA standards), IFRS and GASB.  

Recent client experiences have included Vanguard, Fidelity Investments, Bain Capital, Putnam Investments  and Griffin Capital. Other previous client responsibilities have included Bank of America, Legg Mason, T  Rowe Price, Deutsche hedge funds, Citi hedge funds and Johns Hopkins Health System.  

Michael leads and liaises with PwC teams in Australia, China (Honk Kong and mainland China), Japan,  Mauritius, India, Luxembourg, Ireland, United Kingdom, Spain, Cayman Islands, and Canada.  

Michael serves as the Financial Services Innovation leader, overseeing a team of 50+ partners and staff  focused on driving process and technology transformation efforts for our audit practice.  

Michael is the Firm Relationship Partner for Boston College, responsible for all of the firms recruiting efforts  on campus, including key relationships with faculty and the administration.  

Michael is a board member for the PwC Charitable Foundation. He serves as the Treasurer, overseeing  distributions of $15m+ annually focused on disaster relief, closing the middle skills gap, supporting career  services for transitioning veterans, and providing access to financial capability and technology skills.