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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.
2023-2024
Executive Committee
Officers
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President Chairman and Managing Director |
 Mark T. Williams Immediate Past President Professor of Finance Boston University Questrom School of Business |
Vice President Vice President and Investment Officer Fiduciary Trust Company |
Greg Peterson, PhD, CFA, CFP® President Adaptive Financial Solutions |
Treasurer AVP, Risk Management Brown Brothers Harriman |
Directors
Adam Jared Apt, CFA
Manager
Peabody River Asset Management LLC
Alice Avanian, CFA
Vice President
Piper Sandler
Jonathan Calvert
Strategist
Alvarium Analytics LLC
Geoffrey Carliner
Executive Director
Boston Committee on Foreign Relations
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
George Hoguet. CFA, FRM
CEO
Chesham Investments LLC
Tiffany Hu, CFA
Managing Director, Vendor Management
State Street Global Advisors
Sara L. Johnson
Retired
Jane Liou Li
Portfolio Manager
Zevin Asset Management LLC
Marc A. Miles
Principal
Global Economic Solutions
William Overholt
Senior Research Fellow
Mossavar-Rahmani Center for Business & Government
Harvard Kennedy School
Kristin S. Polito
Senior Portfolio Advisor
Merrill Lynch Wealth Management
Christopher Smart, PhD, CFA
Managing Partner
Arbroath Group
David H. Thompson, CFA
Retired
Pamela Yang, CPA, CFA
Managing Director, Chief Operating Officer
The Bulfinch Companies