Please do not leave this page until complete. This can take a few moments.
Age: 29
Title: Investment Officer
Company: College of the Holy Cross
Company location: Worcester
Residence: Shrewsbury
Career highlights:
I work in the investment office at the College of the Holy Cross in Worcester. We are responsible for the management of the college’s $640 million endowment, as well as the pension and working capital accounts. My career has followed a circular path, beginning with my graduation from Holy Cross.
After graduation, I enrolled at Northeastern University where I earned an MBA and a master’s in accounting, while working at the local accounting firm of Greenberg, Rosenblatt, Kull & Bitsoli. Upon completion of my graduate studies and licensure as a CPA, I closed the loop by returning to Holy Cross as an employee.
Community involvement:
I serve as the treasurer of the Worcester Historical Museum, a corporator at Bay State Savings Bank, and an active member of St. Mary’s Parish in Shrewsbury. Volunteering provides the opportunity to participate in the economic development of our community through projects like the Worcester Visitor Center, which will house the Worcester Historical Museum and the Central Massachusetts Convention and Visitors Bureau. I feel fortunate the have grown up in the Worcester area and compelled to preserve and enhance that experience for others.
Biggest success:
My biggest success professionally is returning to work at Holy Cross. I have the unique experience of not only doing a job that I love at a place that I love, but also being able to see the direct results of our efforts. From the students who arrive on campus for freshman orientation to the students who process onto Fitton Field each May for commencement, the success of the college’s investments transcends our performance record.
Dream job:
Like many people who grew up in the New England area, I would love the opportunity to be the general manager of the Boston Red Sox.
Businessperson he most admires and why:
I have always admired Warren Buffet for both his investment acumen, as well as his humility. A self-made man, Buffet has amassed one of the largest fortunes in the world through his unparalleled investment record. More impressively, he has maintained an unpretentious lifestyle in spite of his wealth, choosing to donate his entire fortune to charity.
Stay connected! Every business day, WBJ Daily Report will be delivered to your inbox by noon. It provides a daily update of the area’s most important business news.
Sign upWorcester Business Journal provides the top coverage of news, trends, data, politics and personalities of the Central Mass business community. Get the news and information you need from the award-winning writers at WBJ. Don’t miss out - subscribe today.
SubscribeWorcester Business Journal presents a special commemorative edition celebrating the 300th anniversary of the city of Worcester. This landmark publication covers the city and region’s rich history of growth and innovation.
See Digital EditionStay connected! Every business day, WBJ Daily Report will be delivered to your inbox by noon. It provides a daily update of the area’s most important business news.
Worcester Business Journal provides the top coverage of news, trends, data, politics and personalities of the Central Mass business community. Get the news and information you need from the award-winning writers at WBJ. Don’t miss out - subscribe today.
Worcester Business Journal presents a special commemorative edition celebrating the 300th anniversary of the city of Worcester. This landmark publication covers the city and region’s rich history of growth and innovation.
In order to use this feature, we need some information from you. You can also login or register for a free account.
By clicking submit you are agreeing to our cookie usage and Privacy Policy
Already have an account? Login
Already have an account? Login
Want to create an account? Register
In order to use this feature, we need some information from you. You can also login or register for a free account.
By clicking submit you are agreeing to our cookie usage and Privacy Policy
Already have an account? Login
Already have an account? Login
Want to create an account? Register
This website uses cookies to ensure you get the best experience on our website. Our privacy policy
To ensure the best experience on our website, articles cannot be read without allowing cookies. Please allow cookies to continue reading. Our privacy policy
0 Comments