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Our Leadership
The Executive Committee is comprised of a President, Vice President, Secretary, Treasurer, Immediate Past President, and several directors that are nominated for one year terms (August - July) at the Annual Meeting.
They meet in the fall, winter, and spring to discuss luncheon topics and speakers, accept new members, and general oversight of the Club.
2025-2026
Executive Committee
Officers
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Greg Peterson, PhD, CFA, CFP® President Adaptive Financial Solutions |
Patricia Schneider, CFA Vice President and Investment Officer Fiduciary Trust Company |
Vincent Reinhart Vice President Chief Economist and Macro Strategist |
Pamela Yang, CPA, CFA Managing Director, COO The Bulfinch Companies |
Treasurer Managing Director, Vendor Management State Street Global Advisors |
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Tiffany Hu, CFA
Directors
Dr. Ricardo Adrogué
Head of Global Sovereign Debt & Currencies
Barings
Adam Jared Apt, CFA
Manager
Peabody River Asset Management LLC
Alice Avanian, CFA
Vice President
Piper Sandler
Jonathan Calvert, CFA
Strategist
Alvarium Analytics LLC
Joe Crowley, CFA
Senior Director, Institutional Client Relations
Allspring Global Investments
Juhi Dhawan
Senior Vice President
Wellington Management Company, LLP
Daniel DiBartolomeo
President
Northfield Information Services, Inc.
Paul M. Driscoll
FDIC, Retired
Cate Faddis, CPA, CFA
Portfolio Manager
Zevin Asset Management
Jay Foraker
AVP, Risk Management
Brown Brothers Harriman
Ellen Hazen, CFA
Executive Director
Boston Committee on Foreign Relations
George Hoguet. CFA, FRM
CEO
Chesham Investments LLC
Marc A. Miles
Principal
Global Economic Solutions
Kristin S. Polito
Senior Portfolio Advisor
Merrill Lynch Wealth Management
Irina Tytell
Head of Secular Research, Asset Allocation Research Team
Fidelity