Mutual Funds Against Cancer

Dan is a graduate of Bentley College, with a B.S. in Marketing Management. He earned his Juris Doctor at Suffolk University Law School.

Stan’s marketing communications experience spans 26 years across a broad spectrum of products, services and media. His clients have ranged from consumer beverages to the services industries. Over the years, his roles have included creative director, strategic brand supervisor and agency principle. His talents have redefined and launched scores of brands; his commitment has always extended to non-profit organizations and causes.

Stan first developed a financial services focus at K&E and Bozell where he worked on Bank of New England, Merrill Lynch and Mass Mutual. Forming his own firm in 1989, financial services branding and marketing communications became central to DB&R’s business. Fidelity Investments was one of DB&R’s charter clients, soon followed by Warburg Pincus Funds, Weiss, Peck & Greer, Reich & Tang, Berger Funds and PNC. He introduced the Warburg Pincus brand into the retail mutual funds market, during which time its assets under management grew from $800 million to $14 billion when it was acquired by Credit Suisse Asset Management.

His strategic and creative talents have guided clients such as Sodexho, GE Financial, Chase, Citizens Funds, Pioneer Investments, SPARX Japan Funds, CCBT Financial Companies and Fidelity Charitable Gift Fund. Under his guidance, clients from financial services to health care and consumer products have transformed and built their brands.

Over the years, the realms of corporate responsibility, non-profits and cause- related marketing have taken on a growing presence in his work. His involvements include Sodexho, Sodexho Foundation, STOP Hunger, FoodChain, Plainwell Tissue and Dana Farber, The Boston Living Center, Greater Boston Assn. for Retarded Citizens and Hearts & Noses Hospital Clown Troupe.

Stan views Mutual Funds Against Cancer as an extraordinary opportunity to leverage the financial industry resources and network in a fight against a disease that has a limitless need and directly or indirectly touches us all.

Cindi Boudreau is an Executive Vice President of Sales for Alamo Direct and is responsible for introducing their services to new mutual fund and variable annuity relationships as well as maintaining existing relationships with Alamo clients. Cindi has fourteen years of experience in the financial services industry. Prior to joining Alamo she was Vice President of Sales for the Proxy Direct Product for First Data Investor Services Co. (now PFPC) and spent six years at BFDS as the Director of Client Relations for the Stock Transfer Division. Cindi graduated from Babson College with a BSBA. She also serves on the Board of Directors at Thorny Lea Golf Club.

Don DeBolt is Vice President – Global Fund Services for The Northern Trust Company, specializing in the sales of global custody, fund accounting, fund administration and other bank services, primarily to US and Canadian mutual fund companies. Prior to joining Northern Trust, Mr. DeBolt spent 4 years as Director – National Sales for GCom² Solutions and many years as an executive recruiter focusing on fund accounting and administration professionals. Mr. DeBolt resides in Mansfield with his wife Pamela and 2 children, Morgan and Michael. He holds a BS in Finance from Central Michigan University.

The Blizzard of ’78 was a year away, and John Havlicek was still playing basketball for the Celtics when John Dennis embarked on the Boston portion of his broadcasting career.

John graduated magne cum laude from Kent State University in 1974 after earning a degree in telecommunications and journalism. As a finalist that year in ABC’s nationwide search for a college-aged sideline announcer for NCAA football, Dennis became the youngest Sports Director in the history of NBC affiliates at WDAF in Kansas City at age 22. He spent 3 years in KC before the bright lights of Boston called.

During his 3 decades at Channel 7 (1977-1997), Dennis wore a variety of name tags including weekend sports anchor, feature reporter, and Sports Director. In his 21 years at WNAC-WHDH, John worked for 3 different ownership groups and 17 different news directors. He won 8 Emmy awards for broadcast excellence.

Dennis has covered a wide variety of events spanning the globe, including the 1994 Winter Olympics in Lillehammer Norway, Americas Cup Yacht Racing in Newport, World Series, Stanley Cup Finals, NBA Championships, U.S. Open Golf, and all of Marvelous Marvin Hagler’s middleweight title fights.

In October of 1997, John resigned from Channel 7 to co-host the Dennis & Callahan Show with Gerry Callahan on Sports Radio 850, WEEI. The Dennis & Callahan Show originally aired in the 10 to noon timeslot. In September of 1999 the Dennis & Callahan Show, after two successful years on WEEI, was promoted to air during morning drive from 6 AM–10 AM. Dennis devotes afternoons to his business venture called MediaWise. MediaWise is a consulting firm that assists high-profile sports figures to deal with the glare of the media and maximizing their endorsement opportunities.

Brian W. Donovan is a Director of Deloitte & Touche USA LLP. Brian focuses on Strategic Relationship Management in the Global Financial Services Industry practice of Deloitte Services LP. Brian began his career with Chase Manhattan Bank in New York after graduating from Boston College in 1988. Brian joined Deloitte in 2001 and focuses on ensuring that clients are aware of the Deloitte Firms’ broad solution sets and capabilities. Brian has more than 19 years of experience in professional services and consulting to the financial services industry. Brian lives in Hingham, MA with his wife Julie and his four children. He is very active in Hingham Youth Sports.

Gary Enos, Executive Vice President, heads State Street's Offshore and Canadian Investment Services and Alternative Investment Services. Mr. Enos also overseas Risk Management and Credit Services, which focuses on risk accountability and liquidity lending for Investor Services globally.

He has held many positions in the Asset Servicing Business at State Street including Managing Director of Europe.

Mr. Enos joined State Street in 1985 from KPMG Peat Marwick where he specialized in financial services including banks, insurance brokerage and mutual fund companies. His professional board memberships include State Street Cayman Trust Co., State Street Trustees Ltd., State Street Ireland, Ltd. and IFDS GP. He also serves as chairman and Executive Director of State Street Bank Luxembourg.

Mr. Enos holds a B.S. in Business Administration from Providence College.

In the community, Mr. Enos is President of the Bill Blackwell Foundation, a Director for Mutual Funds Against Cancer and a member for the Taunton area Boys and Girls Clubs Board of Directors.

Gary resides in Taunton, Massachusetts with his wife Peggy and 2 children, Jaclyn, 12 and Brett, 10.

Alan is a partner in Ernst & Young's New England Area Asset Management Practice. Alan has over 16 years of assurance and advisory experience serving financial services and asset management firms. His clients include investment companies, investment advisors, broker-dealers, third party mutual fund administrators and transfer agents. He also has direct industry experience with Fidelity Investments, where he held various positions within capital markets and brokerage operations. Alan has had extensive experience assisting financial service firms improve operational effectiveness and efficiency, reduce risk, and enhance controls. He is a C.P.A. and has a B.S. in Finance from Bentley College and a M.S. in Accountancy and a MBA from Northeastern University. He is a member of the American Institute and Massachusetts Society of Certified Public Accountants, the Treasury Management Association, and a former member of the NICSA Transfer Agent Committee.

Brian K. Fitzgerald, Vice President, is a Global Relationship and Sales Manager for BBH's Investor Services division based in Boston. BBH provides specialist services and innovative solutions to asset managers globally in the fund accounting, fund administration, custody, securities lending, foreign exchange, and brokerage service areas. In his capacity, Mr. Fitzgerald is responsible for BBH’s relationship and business development activities in the Mid-Atlantic region of the United States across all of BBH’s product lines for both existing and prospective clients. Prior to joining the firm, Mr. Fitzgerald held positions at the U.S. Securities and Exchange Commission, Scudder Investments, and JPMorgan Chase. He received his B.S. in Finance from Bentley College and is a member of National Investment Company Service Association (NICSAs) East Coast Committee.

Bio to come.

Drew Julian is the National Recruiting Manager for Deloitte where he oversees executive recruiting initiatives for sourcing, recruiting and admission of Partners, Principals, Directors, and “C” Suite executives to Deloitte. Areas of focus and expertise include; Life Sciences, Biotechnology, Reorganization Services, Forensic & Dispute, Forensic Investigation, Analytic & Forensic Technology, Anti-Money Laundry, Information Technology, Enterprise Applications, Human Capital and Security & Privacy (CPO, CIO, CSO)

Drew previously served as President and founder of LINKsource, providing corporations and “C” Suite executives with successful recruiting and executive coaching since 1989. During his tenure, Drew worked with several Business and Financial clients including Fidelity, T.Rowe Price as well as Sports Marketing clients including National Hockey League, National Football League, Reebok, and The Tiger Woods Foundation.

Prior to founding LINKsource, Drew was the National Distribution Sales Manager for the U.S. and Canada at NEC Electronics Inc., where he managed the P&L (25 million) for 52 distributor locations and account responsible for sales revenue at IBM exceeding 5 million dollars.

Drew’s education includes; Tabor Academy in Marion Massachusetts and Loyola College, Montreal, Canada. While at Loyola, he was the first American to achieve varsity status on the Loyola hockey team.

Drew was co-chairman of the Sports Marketing Day for the Advertising Club of Boston and one of the founding Board of Directors for Mutual Funds Against Cancer

Jim Keenan is a Vice President and Department Head in the U.S. Mutual Fund Services Division of State Street Bank & Trust. His department provides custody, fund accounting and daily valuation services for clients with approximately $600 billion of assets. Prior to joining State Street, Jim worked at PFPC, Inc. where he held the position of Vice President and Director, Fund Accounting and Administration and at Investors Bank & Trust where he was a Senior Client Manager and Vice President.

Jim holds an MBA from Babson College, a BSBA from Boston College and is a Chartered Bank Auditor. He is a member of the National Investment Company Service Association's (NICSA) East Coast Committee.

Mike Kerrigan is a founder and principal of Beacon Consulting Group, specializing in middle and back office investment management operations and technology integration. He has over sixteen years of experience in the financial services industry, including, investment management operations, product development, systems development and integration, and sales. Prior to founding Beacon, Mr. Kerrigan was with PricewaterhouseCoopers Investment Management consulting practice. Additionally, Mr. Kerrigan has spent several years with the Boston Company and First Data Corporation. He has a BS from Providence College in Business Management and an MBA from the Carroll School of Management at Boston College.

Mr. Kerrigan is involved in a number of charitable and non-profit organizations. Currently, he is President of the Business Associates Club, a Boston based organization founded in 1923, focused on bringing young business people together to learn from nationally known executives, educators, and politicians. Mr. Kerrigan is also on the board of directors of Expect Miracles, a leading advocate in the fight against cancer within the mutual fund and financial services industries.

Stephen has held various sales, account management and operational positions at Chase, Brown Brothers Harriman and State Street Bank.

Stephen holds a B.S. in Economics from Boston University. Stephen resides in Braintree, MA. with his wife Linda and sons James and John.

Bio to come.

Bio to come.

Steven is actively involved in civic and professional institutions. He is the founder of the kasina Youth Foundation, a not-for-profit organization dedicated to innovating and improving the education of our children.

Steven serves on a number of boards, including the National Investment Company Service Association (NICSA), Mutual Funds Against Cancer and of vertextList, an artist-run space that supports emerging media artists. Other organizations Steven is involved with include: NYU Stern School of Business, PeaceGames, and CentsAbility.

As his day job Steven is the founder and CEO of kasina. He is a trusted advisor to the world’s leading financial services companies, and has earned this status by providing forward-looking and pragmatic advice in regards to distribution issues.

He frequently appears in the business and trade media, including The Wall Street Journal, CNBC, and numerous trade publications. Steven frequently lectures and conducts seminars with various industry groups and institutions, such as the Investment Company Institute (ICI), the National Investment Company Service Association (NICSA), Dublin Funds Industry Association (DFIA), and NYU Stern School of Business.

Prior to founding kasina, Steven ran the financial services e-business consulting practice at McGladrey & Pullen, LLP, the nation’s seventh largest accounting and consulting firm (now named RSM McGladrey, Inc. and PricewaterhouseCoopers).

A long time resident of New York’s East Village, he was born in Tokyo, Japan, and raised in Munich, Germany. Steven is a graduate of New York University’s Stern School of Business. He loves soccer and snowboarding, and finds stress relief through frequent yoga practice. His three-year-old son Sebastian and his girlfriend Sienna are his main sources of inspiration. To learn about additional things that inspire Steven, visit his blog at: miyao.typepad.com.

As a managing director at Citi, Jim is responsible for business development within Citi’s Securities and Fund Services North American region. Jim came to Citi in August 2007, via the firm’s acquisition of BISYS where he served as Fund Services EVP for global marketing, client services, and product development. Prior to joining BISYS, Jim was managing director for PFPC’s global fund services unit. He has over 20 years of experience in the financial services industry having managed various aspects of mutual fund operations for such reputable organizations as Boston Financial Data Services, Pioneer Group, G.T. Global and Wells Fargo Bank. Jim holds a series 7 securities license with the NASD and a BA degree from St. Mary’s College. In addition to serving on the Boards of Directors for Mutual Funds Against Cancer and the Boston Adult Literacy Fund, Jim is an active member and co-founder of the West Coast Committee of the National Investment Company Service Association (NICSA) and committee member of the Investment Company Institute. Jim grew up in Quincy, MA and now resides in Acton with his wife Judy, daughters Kristen and Kaitlyn, and son Tommy.

Lisa Onorato is a Managing Director and client executive in the Global Client Management group of JPMorgan Worldwide Securities Services, a leading provider of custody and securities services. In this role, she is responsible for the global coordination, strategic planning and business development for the securities services needs of clients in the investment management industry.

Ms. Onorato previously served as a business development executive for JPMorgan Worldwide Securities Services’ North America Financial Institutions Sales Group focusing on JPMorgan Fund Services, which provides services to investment management and mutual fund companies.

Prior to joining JPMorgan, she worked at PricewaterhouseCoopers Consulting and Accenture as a consultant to the investment management industry assisting with operating strategy development and business process improvement efforts. She began her career in financial services at Brown Brothers Harriman handling relationship management, bank network management and business development.

Ms. Onorato holds a Bachelor’s of Arts in Japanese Language and Literature from the University of Massachusetts at Amherst and a Master’s in International Relations from Tufts University Fletcher School of Law and Diplomacy.

Shaun is an audit partner in the Boston location of the Ernst & Young Financial Service Office. He has over 21 years of financial services and asset management experience.

Shaun focuses all of his time serving clients in the asset management industry, and has served hedge funds, private equity funds, mutual funds, investment advisors and transfer agents. He coordinates all aspects of E&Y's client services and takes a proactive role in addressing financial reporting and accounting matters and various client operational issues.

Shaun is also the Strategic Growth Markets (SGM) Leader for the E&Y Financial Service Office (FSO). In this role, Shaun is responsible for helping the FSO focus on continuing to establish and develop relationships with early stage, fast growing companies in the asset management industry.

Shaun attended Boston College and received his BS in Accounting from the Carroll School of Management. He is a member of the AICPA and the Massachusetts Society of CPA’s. He is married and has two children.

Bio to come.

Nancy Rowe is in her 11th year with Jimmy Fund Golf. As Director, she provides the overall vision of the program, oversees all aspects of day-to-day operations, and speaks on behalf of the Jimmy Fund and Dana-Farber Cancer Institute to groups throughout New England. Rowe's involvement with the Jimmy Fund began in 1995, when she became a volunteer on the Patrick Faolan McDonough Memorial Classic, a tournament to honor the memory of her nephew Patrick. During her tenure at the Golf Program, Rowe has been pleased to be a part of the team that has grown the annual contribution from $1.6 million to this year's goal of $5.8 million. For 15 years prior to joining the Jimmy Fund she was the head women's basketball coach at Southern New Hampshire University (formerly New Hampshire College). Rowe, a resident of Exeter, N.H., has a master's degree in Athletic Administration from Michigan State University.

Peggy Schooley, President of Evergreen Investments Service Company in Boston, MA, has over 20 years experience in the mutual fund industry.

Peggy joined Evergreen in 2005 from Pioneer Investments, where she was President and CEO with responsibility for the Pioneer Investment Management Shareholder Services, Inc. organization. Prior to that, she was a senior client services officer with PFPC, Inc., with responsibility for the relationship management of up to 15 fund groups. Prior to that, she was a senior vice president of the Financial Institutions Division and a senior vice president of Client Relations and Communications at Putnam Investments. Peggy has managed multiple areas for the American Funds Service Company and the American Funds Distributor; positions that include retirement plans internal wholesalers/marketing and operations. Ms. Schooley began her career in mutual fund operations at USAA Investment Management Company in San Antonio, Texas. She has also served for many years on the ICI Operations, Broker/Dealer, and Transfer Agent Committees and various NICSA committees. In 2005, she was elected Vice-Chairman of NICSA.

Peggy attended the University of Texas at San Antonio, and is Series 7, 24, and 63 licensed.

Bruce R. Speca is Executive Vice President of John Hancock’s Investment Management Services (IMS) group. Under Mr. Speca's leadership, IMS oversees the Manulife/John Hancock investment platforms in the U.S., Canada, and Asia, including Japan. These platforms serve the company's various business units, including mutual funds, retirement plans, college savings, variable annuities and variable life insurance. The portfolios that IMS oversees are managed by over 60 of the largest asset management firms in the world and total nearly $200 billion in assets.

In addition to platform oversight, Mr. Speca leads IMS in supervising the continuing evolution of John Hancock's Lifestyle and Lifecycle Portfolios. With over $55 billion in assets, John Hancock is one of the industry's leading providers of lifestyle and lifecycle solutions.

Mr. Speca's responsibilities also include guiding the investment product development and marketing strategies for IMS. This includes overseeing research of economic and investment market trends, leading the development of new investment products, and overseeing the group's public relations efforts.

Prior to joining John Hancock, Mr. Speca was responsible for product development and market research, marketing promotion, public relations, and advertising in his role as Senior Managing Director for Pioneer Investment Management. Previously, he held positions as president of a mutual fund start-up and President and CEO of the New England Funds (now Natixis Funds), where he worked for over 15 years.

Mr. Speca received his MBA from the University of Chicago and his BS, Magna cum laude in Marketing from Boston College.

Ken Starr is a Senior Director and head of Mutual Fund Services for Interactive Data Corporation, a leading global provider of financial market information. Ken is responsible for the development, distribution, and sales of the company’s mutual fund products and services, which are primarily securities pricing and evaluation information. He joined the firm in June 2001. Ken has more than sixteen years of experience in financial services at such leading firms as Investors Bank and Trust Company, The Bank of Boston and Wells Fargo Bank. Prior to joining FT Interactive Data he served as a Director for Investors Bank and Trust Company.

In December of 2005, Ken was diagnosed with cancer. After undergoing surgery at Mass General Hospital to remove an enlarged lymph node in his neck, he was diagnosed with Hodgkin's Lymphoma. Ken was successfully treated with chemotherapy at Dana Farber Cancer Institute (DFCI) and was declared in remission August 2006. Ken continues as a patient of DFCI for his post-chemotherapy examinations and scans.

Ken served as an officer in the United States Marine Corps and the Marine Corps Reserves, achieving the rank of Major. He holds an MBA from Northeastern University, as well as a BS from Norwich University. Ken is also a member of the National Investment Company Services Association’s (NICSA) Fund Administration and Custody Committee.

Ken grew up in Braintree, MA and now resides in Boston with his wife Andrea.

Bio to come.

Eileen Storz-Salino is a vice president with Eaton Vance Management. Eileen’s primary role is to provide Regulatory oversight for Eaton Vance mutual fund operations.

Ms. Storz-Salino has over 20 years of experience in the financial services industry, working in the investment banking, private equity and brokerage business arms of Tucker Anthony and Moseley Hallgarten, Estabrook and Weeden, Inc. Prior to joining Eaton Vance, Eileen held a similar role at Evergreen Investments. Previous to Evergreen, she was a senior director, vice president at PFPC in both the Transfer Agency client services division as well as overseeing the origination of their third party marketing services division. She also worked at Putnam Investments, where she held various positions of increasing responsibility within the Transfer Agency.

She earned her MBA from Simmons Graduate School of Management and a BA from Cornell College. She holds a Series 7 and 63 securities license with the NASD. Ms. Storz-Salino is also involved in a number of industry associations, including the NICSA Regulatory and Compliance Committee.

Paul Tillotson is Vice President in charge of Client Information Services and Accounting at Fiduciary Trust Company, where he has worked since 1998. Prior to joining Fiduciary, Mr. Tillotson was a Vice President at Mellon Bank. From 1982 – 1998 at The Boston Company / Mellon, Paul worked in Private Asset Management, Mutual Fund Servicing, and the Endowment and Institutional Trust business units. He has been an elected Needham Town Meeting Member since 2001, and he has been on the MFAC Board of Directors since 2002.

Paul and his family are active in volunteering and Fund Raising for Medical Research and health related charities such as MFAC, and The Mothers Programmes which funds AIDS prevention Clinics throughout Africa.

Paul grew up in Syracuse N.Y. and now resides in Needham, MA, with his wife Leslie and sons Benjamin (14) and Sam (12).

Lynette Turner is a senior vice president and managing director for PFPC. She currently oversees client service relationships and project management in investor services and advanced output solutions. Ms. Turner joined PFPC (formerly First Data Investor Services Group) in 1998. Ms. Turner has 20 years of experience in the financial services industry. Her prior experience includes 11 years at DST Systems and DST International where she most recently was national sales executive. While at DST, she held various positions of increasing responsibility within the transfer agent, fund accounting and portfolio systems lines of business. Ms. Turner received a masters of business administration from Rockhurst College and a bachelor of science from Northwest Missouri State University. Ms. Turner is also involved in a number of industry associations, including the NICSA Annual Conference Committee and NICSA East Coast Committee, formerly serving as co-chair for three years.

Bio to come.

Rheeta joined MFS in 2005 from PFPC Inc., where she was a Senior Vice President responsible for the Product Development and Project Management organizations on behalf of the Transfer Agency Division. Prior to that, she was a Senior Vice President with the BISYS organization responsible for sales/marketing support and product development. A large part of Rheeta’s career was spent with First Data Inc. where she held several positions within the Transfer Agency Division exiting as a Senior Vice President over the Product Development team. She has also served on the NICSA annual conference committee for a number of years and in 2007 she became co-chair of the committee. Rheeta attended the University of Massachusetts, Boston and Boston University where she received her certification in Project Management.