John is an advisor and director to several leading companies having been a partner at PricewaterhouseCoopers for the past 39 years (retired June 30, 2026).  During his career he has served in many roles including  PwC’s Financial Services Industry leader, working with asset managers, banks and insurance companies.  He also served as PwC’s Global Relationship Partner (responsible for all aspects of engagement delivery and service) on some of the largest asset management clients and banks. His areas of expertise include SEC assurance, regulatory matters, financial reporting, corporate strategy, product management, and service provider operations.  John is a graduate of Villanova University and he, his wife live outside Boston, Ma and have two adult children.  John is a frequent speaker at industry events and is an active board member of the American Red Cross (in Massachusetts where he currently serves a board chair), the New England Council and other local community boards.

René J. Canezin is a Managing Partner and Founder of Evolution Credit Partners. He has 28 years of experience in building and managing investment businesses in multiple global locations across all asset classes and derivatives. His experience includes senior management responsibilities at Harvard Management Co, Barclays Bank, and Lehman Brothers.

Eileen Alexopoulos is a mission-driven healthcare executive with more than 20 years of experience in healthcare operations, strategy, health equity, and enterprise technology. Most recently, she served as Senior Director of Health Equity at Blue Cross Blue Shield of Massachusetts, where she led initiatives to advance health equity and organizational impact.

Eileen has held leadership roles spanning strategy and planning, operations, portfolio management, integration, and executive communications, including serving as Chief of Staff in the Chief Operating Officer’s Office.

She holds an MBA from Bentley University and a B.A. in Communications from the University of Puerto Rico, and is a certified Project Management Professional (PMP) and Certified Health Insurance Executive (CHIE). She also serves on the Governance Committee of We Are ALX, a nonprofit focused on economic development.

Dr. Paul Biddinger is the Medical Director for Emergency Preparedness at Mass General Brigham.  He also holds the Ann L. Prestipino MPH Endowed Chair in Emergency Preparedness and is the Director of the Center for Disaster Medicine, and Vice Chairman for Emergency Preparedness in the Department of Emergency Medicine at Massachusetts General Hospital (MGH) in Boston.  Dr. Biddinger additionally serves as the Director of the Emergency Preparedness Research, Evaluation and Practice (EPREP) Program at the Harvard T. H. Chan School of Public Health and holds appointments at Harvard Medical School and at the Chan School.

Matt Freeman is a Partner at Bain Capital, one of the world’s leading private investment firms with over $200 billion under management. Matt leads growth for Bain Capital’s global private equity portfolio and works across industries including consumer, retail, technology, healthcare and financial services. Prior to Bain Capital, Matt was global Vice Chairman of McCann Erickson, CEO of IPG Mediabrands Ventures and the Founder & CEO of Omnicom Group’s Tribal DDB Worldwide. Matt is the Chairman Emeritus of Advertising Week, has been inducted into the American Advertising Federation’s Hall of Achievement and has been named one of Fast Company’s most creative people in business.

Alexis Cunningham is a Partner at PwC, a leading global public accounting firm, where she advises many of the world’s foremost asset managers and investment companies on financial reporting, governance, regulatory matters, and strategic business initiatives. She serves as a trusted advisor to executive leadership and boards of directors, drawing on more than two decades of experience spanning public accounting and federal regulatory service. Prior to rejoining the firm in Boston, MA, Alexis served on the staff of the U.S. Securities and Exchange Commission (SEC), where she focused on the regulation and oversight of the investment management industry. Throughout her career, she has been recognized for her collaborative leadership, technical expertise, and commitment to developing future leaders within the profession. Alexis is deeply committed to advancing organizations that strengthen their communities through sound governance and thoughtful stewardship. She resides in Hingham, Massachusetts, with her husband and their three daughters.

Anne Alzapiedi is the Founder and Principal of Alza Advisory, providing executive leadership development, and crisis management advisory services to leaders and organizations. She previously served in HR Leader roles across multiple General Electric businesses for 29 years and took on a special assignment as the GE Newtown Recovery Program Leader where she led a team of GE employees in a private-public partnership providing leadership, vision, and strategic direction on a variety of after-crisis initiatives following the Sandy Hook tragedy. In support of her community, Anne serves as a board member of the American Red Cross Board Massachusetts Chapter, and she deployed to Florida after Hurricane Ian as a Red Cross Elected Official Liaison. Additionally, Anne volunteers as a licensed Emergency Medical Technician. Anne holds a Bachelor of Science in Business from Skidmore College and a Master of Public Administration from the University of Connecticut and is a certified Professional Executive and Leadership Coach.

Susan Black joined CAPTRUST in 2024 as a Senior Vice President – Financial Advisor following a merger.

She came to the practice of wealth management with a foundation of more than 20 years of entrepreneurial, marketing, financial services, and philanthropic successes. She is committed to providing dedicated personal attention and custom solutions. Her collaborative management style engages her clients’ other professional advisors across the full spectrum of disciplines.

As an entrepreneur, Susan created two companies, including one she sold to a NYSE-traded company and a successful consultancy firm. Susan also built an advocacy organization that was incorporated into a large not-for-profit.

Susan has designations as a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy (CAP®) and Accredited Estate Planner (AEP). She earned dual master’s degrees from Cambridge College following undergraduate work at Wellesley College, Bar Ilan University and the Israel Teachers’ Institute.

Ms. Bolotin is the EVP and Chief Financial Officer of Great-West Lifeco US., parent of Empower and formerly Punam Investments.  Andra served concurrently as CFO of both Putnam and Empower and played a key role in shaping growth strategy through M&A and strategic initiatives and transforming cost structures in highly regulated enterprises.  In her role as CFO, she was responsible for Finance as well as critical areas such as Investment Administration, Procurement, Risk Management and Corporate Actuarial.  She joined Putnam in 2008 and has been in the financial services industry since 2004 starting with Fidelity Investments. Her prior experience includes stints at McKinsey and Company, Polaroid, and IBM. 

Ms. Bolotin earned an M.B.A. and an M.S. in Chemical Engineering from the Massachusetts Institute of Technology and a B.S. in Chemical Engineering from Rensselaer Polytechnic Institute.   She is a member of the Museum Council of the Plimoth Patuxet Museum.

Maryalice DeCamp is a Managing Director at EY with more than 30 years of experience serving global clients in the Life Sciences sector. As a Global Client Service Partner, Maryalice advises a diverse portfolio of organizations across New England, helping leaders navigate complex transformations, drive innovation, and create long-term value. Known for building trusted relationships and delivering strategic insights, Maryalice leverages deep industry expertise and a broad professional network to help clients address critical business challenges in an evolving global landscape and support organizational growth.

A passionate advocate for entrepreneurship and leadership development, Maryalice is a champion of the Northeast EY Entrepreneurial Winning Women™ program, supporting high-growth women founders. She has also played a key role in the EY Entrepreneur Of The Year® program, providing guidance and strategic counsel to founders and CEOs as they scale and grow their businesses.

Prior to EY, Maryalice held leadership positions with IBM, Computer Sciences Corporation, and Jefferson Wells, further strengthening her expertise in consulting, technology, and business transformation. She earned her degree from Rutgers University and is a certified Professional Executive and Leadership Coach.

Marion Dorsch is the President and Chief Scientific Officer at Atavistik Bio, an innovative biotech company developing novel therapies for cancer and rare genetic diseases. She is an accomplished scientist and senior executive with a proven track record of discovering and advancing innovative therapies to patients. Before joining Atavistik Bio, Marion was the Chief Scientific Officer at Blueprint Medicines where she led the Discovery and Translational Medicine teams and oversaw the progression of a strong portfolio of precision medicines. Prior to Blueprint, Marion held roles of increasing responsibilities at Agios, Sanofi, Novartis and Millennium Pharmaceuticals. During her 25-year tenure in biotech and pharma, Marion has made major contributions to the discovery and development of six FDA-approved precision medicines. Marion received her Ph.D. in Biology from the Free University of Berlin, Germany and was a postdoctoral fellow at Columbia University in New York.

Enrikson Eugenio leads financial planning and analysis for Santander’s Retail & Openbank businesses, supporting the network of 370 branches in the northeast. He previously led groups covering Consumer Strategy and Data & Analytics, helping support and execute the Bank’s Digital Transformation program. Prior to joining Santander, Enrikson was Consumer Lending CFO at MUFG Union Bank, where he also held a variety of other roles in finance and strategy. Enrikson was born in Seattle, Washington and holds a B.A. and M.A in Public Policy from Stanford University.

Stephanie Kessler graduated The George Washington University, summa cum laude with a BBA in finance and information systems in 2002.  She worked in New York for Swiss Reinsurance in the finance department and private equity fund of funds group before heading to Boston College for her MBA. She received a MBA with a concentration in finance in 2007. From there she worked at the Analysis Group in Boston for a year before heading to Eastern Bank where she worked until 2015 as the Direct Marketing Manager. Stephanie has been a member of the Boston Children’s Hospital League since 2017, the Executive Board since 2019 and is currently the co-Vice President of fundraising.

Steven McKay is the Head of U.S. Retirement, Insurance Sub-Advisory & 529 College Savings for Franklin Templeton, joining via the Putnam Investments integration in 2024. In this role he is responsible for overseeing Franklin Templeton's U.S. institutional and advisory defined contribution, insurance sub-advisory, 529 businesses & market strategies. His responsibilities include national distribution, leadership on strategic partnerships/joint ventures, public policy and regulatory matters related to the broader U.S. retirement & insurance market. Prior to joining Franklin Templeton, Mr. McKay was Head of Global Defined Contribution Investment Only (DCIO) and Institutional Management at Putnam Investments. In his role, he was responsible for the full breadth of Putnam’s DC business, and institutional asset management business, which serves investors and clients in North America, Europe, Asia, and Australia. His responsibilities also included oversight of Putnam's alternative asset management business, Japan business, and the firm’s work with institutional affiliates. Mr. McKay was also a member of Putnam’s operating committee. He first served at Putnam from 2012 to 2014 and rejoined the firm in 2016.

Kate McKinley is the chief legal officer and corporate secretary at Allspring Global Investments. In this role, she is responsible for leading Allspring’s Legal, Risk, Compliance, and Internal Audit functions and is a member of the firm’s Executive Leadership Team. Prior to her current role, Kate was with State Street Global Advisors, most recently serving as the firm's general counsel. Before serving as general counsel, Kate served as chief operating officer of the firm’s institutional client group, where she oversaw the transformation of the overall client experience and strategy execution. Kate began her investment industry career as an associate in the investment management group at WilmerHale before moving to Bank of America as assistant general counsel, supporting Columbia Management. Kate earned a bachelor's degree in English and a juris doctor from Boston College. She is a member of the state bar of Massachusetts. Kate has served on the Board of Directors of the Federation for Children with Special Needs since 2021, a Boston-based nonprofit organization that empowers families of children with disabilities.

Sofia Mistretta earned her Master of Business Administration from Pennsylvania State University and her bachelor of Science in Business Management from Babson College. She is currently the Senior Director, Inclusion, Diversity & Equity at Vertex Pharmaceuticals where she is developing and delivering best-in-class, game-changing programs and solutions that enable Vertex to recruit, engage, develop and retain diverse talent around the globe. In 2020, she was selected by the company’s CEO to represent the organization as a CEO Action for Racial Equity Fellow. Sofia spent nearly two years committed to the fellowship’s mission to identify, develop and promote scalable and sustainable public policies and corporate engagement strategies that will address systemic racism, social injustice and improve societal well-being. Prior to Vertex, she was named John Hancock’s first U.S. Head of Diversity & Inclusion in 2018.

Dunkin’ Franchisee

Benny Omid was born in Iran and immigrated to Boston in 1988. When Benny lived in Iran, he was an emergency relief volunteer for the Red Crescent Society.  Benny began his career with Dunkin’ Donuts over 30 years ago on the ground floor cleaning stores. Through determination and hard work, in 1996, Benny became a Dunkin’ Donuts franchisee and now owns restaurants in Allston, MA. Benny was the Northeast Co-Chair and Treasurer of The Dunkin’ Donuts and Baskin-Robbins Community Foundation and a director at the American Red Cross Biomedical Services, where he had been an integral part of the “Dunkin’ Donors Make a Difference” campaign. He has served as a board member on the Foundation from 2009 through 2017. He is also a member of the Dunkin’ Donuts Advertising Committee for the Northeast Region and the Vice Chair of the Allston Board of Trade.  Benny lives in Belmont with his wife Margarite and his son Jacob.

Reed Passafaro is chief of staff for National Grid New England, a business responsible for the safe, reliable and affordable energy delivery to National Grid’s customers in New England, including gas and electric operations in Massachusetts and transmission in New England, while being at the heart of the energy transition. Prior to joining National Grid, Reed was the chief of staff at the Massachusetts Port Authority (Massport), a $1B quasi-public economic development and transportation agency that owns and operates Logan International Airport, Worcester Regional Airport, Hanscom Airfield, Conley Container Terminal and Flynn Cruiseport Boston, and also manages commercial real estate assets. Before Massport, Reed was the director of speechwriting for Boston Mayor Thomas M. Menino. Reed is a graduate of St. John Fisher University and received an MBA from Northeastern University.

Ms. Redfield, CIMA, is the Senior Vice President, Wealth Management, Wealth Advisor, Senior Investment Management Consultant, at Morgan Stanley. She is responsible for providing highly customized investment consulting, asset allocation and investment management services to individuals, endowments and nonprofit organizations.  Prior to joining Morgan Stanley in 1999, Robyn worked at Merrill Lynch as a financial advisor to individual investors, corporate executives and nonprofit organizations. She has also held management positions at Estee Lauder.

Robyn is active in her community serving on the boards of the American Red Cross as a director, The Forsyth Institute, the President’s Council of Cambridge College and founder of the Tiffany Circle of Women Leaders of the American Red Cross.  She holds a B.S. from the University of Bridgeport as well as a Certified Investment Management Analyst and CEC designation from the Wharton School, University of Pennsylvania.

Hosni Shadid leads the CLO and Alternative businesses within U.S. Bank Investment Services in the U.S. and Europe. Hosni has responsibility for the service delivery, business development and coordinated client relationship management for those businesses. Prior to this role, Hosni led the U.S. Bank business in Europe, and was the Chief Administrative Officer for the Wealth, Corporate, Commercial and Institutional Banking business. Prior to U.S. Bank, Hosni led product innovation at State Street and was a principal at The Boston Consulting Group with focus on financial services. Hosni holds an MBA from Carnegie Mellon University and Bachelor of Science in industrial engineering and computer science from University of Pittsburgh.

Paul A Sullivan is Vice President of Verizon Fiber Engineering & Operations – Integration Management Office.  Paul leads the Global Network & Technology integration of Verizon/Frontier - responsible for the GN&T integration into Verizon's network, systems, processes and organizations.

Paul A Sullivan was Vice President of Verizon’s Northeast Wireline Operations, where he led a team of about 5,400 employees serving the needs of wireline customers in Massachusetts, Rhode Island, Mid-State & Upstate New York. Paul was responsible for the delivery of world-class customer service to more than 3 million consumer, small business, wholesale and enterprise customers served by 77 garage work centers, 725 Central Offices and 3 Video Hub Offices.

Paul served on the board of directors for the American Red Cross of Northern New Jersey and was previously the chairman. Paul holds a Bachelor of Science degree (with highest honors) in Engineering Technology and a master's degree in business administration from Northeastern University in Boston.

Karen Teller was elected to the Board of the American Red Cross of Eastern Massachusetts in 2012.  She was Chair of Tiffany Circle National Council from 2016-2018 and is a Bonnie McElveen-Hunter Member of Tiffany Circle.

Karen holds a BA from Widener University and an MBA from the Boston University Graduate School of Management. Karen’s career has been in business development in the foam fabrication industry. She is currently consulting with companies in the foam industry. She also is a Managing Director and an active member of the Golden Seeds Angel Investing Group.

An avid runner, Karen is a member of the Boston Athletic Association and organized the Team Red Cross in 2012 to raise funds for the Red Cross through participation in the Boston Marathon. She was captain of Team Red Cross in the 2012 and 2013 Boston Marathon and continues to be involved in expanding Team Red Cross and its runners.

Edward White has nearly three decades of diverse experience in the energy and utility industries and currently serves as the Director of Operations for Arch Energy, a division of Consigli Construction Co., Inc., where he leads day-to-day operations and supports the division’s continued growth and business development strategy. He has a demonstrated track record of success implementing innovative clean energy programs focused on energy efficiency, renewables, smart grid and electric vehicles for large organizations and communities throughout the Northeast. Ed previously served as the National Grid Foundation’s Executive Director and Vice President of Social Impact and led the Foundation’s annual giving and budget management.

A member of the American Red Cross of Massachusetts’ Regional Board of Directors since 2020, Ed also serves as Chair of the Board of Directors for the United Way of Central Massachusetts. He has also served as a board member of the Northeast Energy Efficiency Partnership (NEEP), New York Smart Grid Consortium (NYSGC) and the Consortium for Energy Efficiency (CEE).

Jarret Wright is a trusted leader with over 20 years of experience in technology, intelligence, and risk. As the Chief Information Officer at the Massachusetts Port Authority (Massport), Jarret leads digital transformation that drives business growth for a $1 billion organization, oversees cybersecurity operations, and builds high-performing teams fostering collaboration and innovation.  Jarret has also served as Massport’s IT Deputy Director and Chief Information Security Officer, where he was responsible for protecting IT and Operational Technology assets, assessing third-party data risks, developing governance policies, and disaster recovery planning. He has led cross-functional initiatives on IT modernization, cloud migration, asset management, and process improvement. Prior to joining the IT Dept, he previously served as Massport’s Deputy Director of Corporate Security and Emergency Preparedness, maintaining a safe and secure environment for employees and passengers.  Prior to joining Massport, Jarret worked at DHS’s Cybersecurity and Infrastructure Security Agency, advising senior public and private security leaders on crisis management, physical security, and business continuity. As a Senior Analyst at the National Counterterrorism Center, Jarret authored intelligence assessments for both policymakers and tactical operators on terrorism matters. Jarret proudly served as a US Navy officer, deploying in support of combat operations in the Middle East and the Horn of Africa. Jarret has also worked as a Legislative Aide in the US Senate, covering foreign policy, military policy and veterans’ affairs. Jarret holds a MS in Cybersecurity Policy and Governance, and a BA in History, both from Boston College.

Steve has 34 years of experience in the financial services industry, primarily focused on private equity and venture capital investing, fund development and operational management, investment banking, and structured finance. Steve is President, Managing Member and Co-Head of Alternative Investments, and a member of the Management and Investment Committees at Shepherd Kaplan Krochuk, LLC. Recently Steve was the Co-Founder and Managing Partner of Infusion Global Partners, a global alternative asset management firm.

Steve has extensive governance experience, having served on the boards of several corporate and non-profit organizations. Steve received his BA in Political Science from Bates College and received the college’s Outstanding Young Alumni Award. Steve also received the Boston Business Journal’s 40 under 40 Award, and the Ten Outstanding Young Leaders (TOYL) award from the Boston Chamber of Commerce.

Peter Caruso provides critical advice to individuals, families and businesses to help them achieve their short- and long-term financial goals. He works with clients to develop strategies designed to preserve and grow wealth. Peter is a CERTIFIEDFINANCIAL PLANNER™ (CFP®) professional.  Away from the office, Peter is a Nichols College Board of Advisors, a Member of the Worcester Economic Club, and a member of the Professional Advisor Network for the Greater Worcester Community Foundation. Peter enjoys exercising, golf, music, yoga, and travel, and has been a private wine maker for over 30 years. He lives with his wife Lilly and two children, Stephen, and Ava, in West Boylston, MA.

Geri Denterlein’s life work has been at the intersection of business, government and journalism and, as the CEO and founder of the strategic communications firm Denterlein, she is a trusted advisor to some of the region’s most respected brands, institutions, and leaders. She leverages her 30-year career in journalism and public affairs to help corporate and nonprofit organizations promote and protect their reputations.  In board rooms, the political arena and the local community, Geri is known as a champion for women, advocating for equality by helping many women find their voice, and communicate effectively for change. Geri recently received the Abigail Adams Award from the Massachusetts Women's Political Caucus for her outstanding leadership in achieving parity for women. She was inducted into the Academy of Women Achievers by YW Boston and received the Hall of Fame Award from Boston Women's Business. Geri has also received the Pinnacle Award from the Boston Chamber of Commerce and a Workplace Innovations Award from Bentley University.  She holds a Bachelor of Science degree from the University of Cincinnati and a Master of Public Administration from the Kennedy School of Government at Harvard University. She also holds a certificate in leadership from the Executive Education Program at the Harvard Kennedy School and is a faculty member of Harvard's Executive and Continuing Professional Education Program.

Kirsten A. Zwicker was elected to the American Red Cross Southeastern MA Chapter Board of Directors in 2026 and serves as co-chair of the Philanthropy Committee. A partner at Conn Kavanaugh in Boston with offices located in Boston and Hingham, Kirsten chairs the Domestic Relations Division.

For over 30 years, her practice has focused on Family Law, Probate Litigation and Complex Civil matters. Kirsten is licensed to practice in the state of Massachusetts and has been admitted to the US District Court, The First Circuit Court of Appeals, and the Supreme Judicial Court of United States. She is a member of the Massachusetts Bar Association; the Plymouth County Bar Association (past president in 2022) and has served nearly 15 years as the chair of the Plymouth County Family Court Conciliation Program, which she founded. Kirsten also serves on the Massachusetts Joint Bar Committee which vets judicial applications for the Governor‘s Office. Kirsten is a 20-year resident of the town of Hanover where she resides with her daughter.

Chris Olson is responsible for implementing programs designed to identify, evaluate, mitigate, and monitor operational risks at MassMutual. He has also held leadership roles in information technology, business resilience and information governance at MassMutual. Chris was elected to the Western MA Board of Directors in 2018, served as Chairman of the Board from 2020-2023, and became Chairman of the Central-Western MA Board in June 2023. He served as the Chairman of the Business Continuity Committee at LOMA, a featured presenter at numerous industry events and has been published in the Journal of Business Continuity & Emergency Planning and Corporate Security magazine.