Board of Advisors
- Daniel M. Boone
- Saul B. Cohen
- William A. Heitin
- Megan Kelleher
- James B. Glaser
- Max Risman
- Scott Rossborough
- Joe Wheeler
The Bank’s Advisory Board is comprised of members of the Bank with expertise in areas in which the Bank welcomes assistance.
Daniel M. Boone, an organizer and Advisory Board Member of the Bank, is an experienced information technology executive with twenty-seven years experience in the financial services industry. His experience spans banking, securities trading and processing, asset management and retail lending. He has held senior positions with The First Marblehead Corporation, Fidelity Investments, Booz Allen Hamilton and Credit Suisse. His expertise is in enterprise architecture, applications development, database systems, information technology strategy and business transformation. Mr. Boone is currently a Partner with Wipro Consulting Services, the management consulting division of Wipro Technologies Limited and holds BA and MBA degrees from Rutgers University.
Saul B. Cohen, a Newton, Massachusetts native, is a co-founder of Hammond Residential – one of Boston’s premier real estate brokerage firms. Prior to establishing Hammond in 1991, he had been president and co-principal of Hunneman & Co., a multi-office regional real estate brokerage firm that he grew from 12 to 35 locations. A graduate of Harvard and the Harvard Business School, Saul is well known locally and nationally in the real estate community having served on the Better Homes and Gardens Real Estate Advisory Board as well as on numerous professional committees over the years.
William A. Heitin is a Partner and the Chief Investment Officer at Fireman Capital Advisors, a multi-family private investment office. Bill oversees a team of professionals who have overall responsibility for asset allocation and investment selection across such asset classes as fixed income, US and international equities, hedge funds, private equity, venture capital and real estate. Prior to joining Fireman Capital Advisors, Bill was the Chief Investment Officer for Garnet Street Partners, LLC, a private family investment office. Bill previously worked at the MIT Investment Management Company (MITIMCo) in the position of Managing Director. His primary responsibilities included the management of all operational and administrative aspects of MITIMCo’s investments. When he left MITIMCo, total assets under management were more than $14.0 billion. Bill began his career at PricewaterhouseCoopers, LLP (formerly Coopers & Lybrand) in their Boston office. He left PwC as a Senior Manager in the firm’s Audit and Business Assurance practice. Bill holds a B.S in Accounting from Fitchburg State College, an M.B.A in Finance from Suffolk University and a certificate from the MIT Leader to Leader program. He is a Certified Public Accountant in the Commonwealth of Massachusetts. Bill is an elected official to the Town of Sharon Board of Selectmen.
Megan Kelleher received a Bachelor of Arts from Stonehill College in 1991; a Juris Doctor from New England School of Law in 1994; and an MBA from Boston College in 2001. Prior to joining Harvard Management Company (“HMC”), she was employed by the Commonwealth of Massachusetts. Ms. Kelleher began her career at HMC in 1996 in the Risk Management Department. Her experience there included negotiation of contracts for international and domestic investment relationships. Ms. Kelleher is experienced with legal and business risk analysis of investment instruments for portfolio managers and assisted with the establishment of risk and regulatory compliance standards and procedures. In 1999, Ms. Kelleher began an investment role in Harvard’s commodities portfolio where she analyzed, valued, and negotiated private equity and structured finance transactions. Concurrently, she participated in international equity portfolios with legal, regulatory and strategy issues surrounding proposed restructurings of closed-end funds and share class trades. Ms. Kelleher left HMC in July 2004 to become a co-founder of Sowood Capital. At Sowood, she was ultimately responsible for all non-investment aspects of the business and, in addition, maintained her involvement in investments requiring legal and/or negotiation expertise.
James B. Glaser is an attorney who has founded and played key management roles in several businesses focusing on the real estate sector. Currently, Mr. Glaser is a senior advisor and minority investor in The Mortgage Place, Inc., a residential mortgage company. A licensed and practicing attorney, Mr. Glaser is a graduate of Washington University (BSBA 1989) and New England School of Law (JD 1993).
Max Risman received a BA in Economics and an MS in Chemical Engineering from the Moscow Institute of Advanced Chemical Technology in 1994. He received two prestigious scholarships, the Presidential scholarship (50 a year in all of Russia) and the Moscow Mayor’s scholarship (100 a year in Moscow). Beginning in 1992 during his studies, he worked for the Ministry of Privatization (GKI) as a financial analyst, where he evaluated proposed privatization projects in natural resource industries. He moved to the United States in 1995 to work for New Alliance Corp., analyzing both equity and fixed income investments in emerging Europe. Between 1998 and 2001 he was an analyst and trader at IIG/Phoenix with a focus on distressed assets in commodity industries of emerging markets. He joined Harvard Management Company in late 2001 as a member of the International Equity and Commodities group, where he concentrated on capital structure arbitrage, distressed assets and valuation oriented investments. Risman joined Sowood Capital in July 2004, where he co-headed the six-person valuation team. Currently Mr. Risman is a portfolio manager at BlueCrest Capital Management, responsible for the relative value-focused portfolio of stocks, bonds, commodities, and currencies.
Scott Rossborough, an organizer of the Bank, is a leading marketing and sales professional. He previously served as a senior executive and board member at Saatchi & Saatchi, one of the world’s largest advertising agencies. He has also owned and operated a joint venture with Harvard Business School and FORTUNE Magazine that published and distributed distance-learning products for senior executives for which he negotiated numerous partnerships and alliances. Currently, Mr. Rossborough operates a marketing consultancy that provides market research and strategic consulting services to companies throughout the U.S. Mr. Rossborough received his BA/BS from Union College.
Joe Wheeler is the Executive Director of The Service Profit Chain Institute, a Boston-based consulting firm dedicated to helping companies achieve better performance by improving the linkage between employees, customers and profits. The Service Profit Chain Institute was founded by Mr. Wheeler and Professors James Heskett and W. Earl Sasser of the Harvard Business School, to partner with companies to bring the concepts associated with The Service Profit Chain® to life in their own organizations. In 2008 Joe co-authored a new book: The Ownership Quotient, Putting the Service Profit Chain to Work for Unbeatable Competitive Advantage (HBS Press Dec 2008) with Professors’ Heskett and Sasser. Prior to launching The Service Profit Chain Institute, Mr. Wheeler was the Managing Director of Customer Experience for FleetBoston Financial, which became Bank of America where he was responsible for quality and productivity for both Premier Banking and Small Business Divisions. Prior to this, he was an executive vice president with The Forum Corporation where he managed the firm’s customer experience consulting practice and co-authored a best-selling book on the subject, Managing the Customer Experience – Turning Customers into Advocates (FT Prentice-Hall 2002). In his previous position he was responsible for global marketing and product development. Mr. Wheeler’s consulting experience includes implementation of customer experience, service management and innovation initiatives for many organizations including Kraft, Irving Oil Ltd, Override, Fairmont Hotels and Resorts, Manulife Financial, Export Development Corporation, Sigma Kalon, Sun Life of Canada, Canadian Imperial Bank of Commerce, Scotiabank, Royal Caribbean, The Steak n Shake Company, PayPal, and CA (formerly Computer Associates).
