Olachi A. Opara is a portfolio analyst at Brown Advisory. She works with the portfolio management team to help manage the balanced accounts of their private clients. She joined Brown Advisory in 2007 from T. Rowe Price where she served as a Retail Specialist.
Michelle is engaged in business development for GMO’s Global Client Relations team located in the Boston office. Prior to joining GMO in 2015, she worked at Strategic Value Partners as the managing director of marketing and investor relations.
Caroline is an attorney in the Private Client Group at Ropes & Gray LLP in Boston, Massachusetts.
Caroline received her J.D. from Boston College Law School and her B.A. from the University of Pennsylvania.
Christina Oliver identifies and works with a wide range of partners to inform the distribution and development of the organization’s newest learning games. As part of a seamless product development and implementation process, she oversees the educational initiatives team tasked with working closely with educators and students to ensure Classroom, Inc.’s learning games and instructional guidance lead to instructional improvements and increases in literacy competencies. She brings over a decade of experience working in non-profit education reform in New York City.
Ms. Heidi V. Pickett is the Director of the MIT Sloan Master of Finance program with responsibility for developing and implementing new programing, engaging external stakeholders, and executing strategies supporting the mission of producing the next generation of global financial leaders. She leads study tours in Asia and the UK focused on finance, monetary policy and global markets. Ms. Pickett also serves on the policy committees for the Master of Finance Program and Sloan Undergraduate Education.
Marina is vice president, Women Investors for Personal Investing, a unit of Fidelity Investments that provides retail brokerage, mutual funds, managed accounts, and other financial products and services to millions of individual investors. Marina is responsible for leading the women investor’s strategy. Her passion is to inspire all women to engage with their money, starting with education. Ms. Buatti’s focus is to deliver a differentiated, industry leading customer experience for women. Since joining Fidelity, Ms. Buatti has held a number of marketing leadership roles in the organization, including customer segment and product management, advertising, and integrated marketing.
Neil Desai is a portfolio manager of the Putnam Global Technology Fund, Putnam Long/Short TMT Fund, and Putnam Global Research Fund. He is responsible for the sourcing, research, due diligence and monitoring of technology investment opportunities on a global basis.
Kusum was born in India. After early education in a British school, she moved to New York City in 1966 when her father, who was part to the Indian diplomatic core, was transferred to New York. She attended high school in New York and upon completion in 1969, returned to New Delhi, India to attend college. She attended LSR College in Delhi University and graduated with Honors in Economics and Mathematics.
Joan Miller joined RHR International in 2015 as Chief Marketing Officer. Joan is responsible for leading RHR’a marketing and sales support activities. In her role, she manages and build awareness of the RHR brand, supports growth through business development and client relationship management, and harnesses intellectual capital through research and content marketing.
Lisa Mullan is the Director of Investor Relations at HubSpot, an online media company, located in Boston, Massachusetts. Prior to her role at HubSpot, Ms. Mullan was an Investment Analyst and Portfolio Manager at Adage Capital. Ms. Mullan is a graduate of Columbia University in New York City and serves on the Board of Invest In Girls.
Kathy is partner at Rodman and Rodman. She came to Rodman & Rodman in 1999. She graduated from the University of Texas at Austin with a degree in accounting. She received her master in taxation from Bentley University. She is also a Certified Advanced ProAdvisor for QuickBooks. Kathy is thoroughly involved with the clientele of Rodman & Rodman. She works closely with our clients assisting them with their tax and financial needs
With nearly two decades of experience as a financial professional, Sherry has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Sherry believes true wealth management is providing thoughtful, comprehensive solutions that deliver real value to her clients. Sherry is a Senior Portfolio Manager, a designation awarded by UBS to a small group of the most experienced advisors.
Sherry is the leader of a dynamic, tight-knit team, and also holds numerous leadership positions both within the firm and outside of work. She has been named as Forbes' Top 200 Women Wealth Advisors, is a former member of the UBS Financial Advisor Advisory Council, and currently sits on the Advisory Council for All Bar None, UBS’ Women’s Network. Additionally, Sherry serves on the boards of Invest In Girls, a non-profit that delivers financial literacy programs to high school girls, and The Warhawk Air Museum, a non-profit dedicated to honoring veterans for their service.
Sherry hails from California, and enjoys traveling, hiking, philosophy, and her adopted dachshund, Dashel.
Dune Thorne is a Partner of Brown Advisory where she Heads the Boston Office and works closely with families to help them develop thoughtful financial and investment plans. She leads her own family’s family office where she works with 3 generations and over 20 family members as well as a small group of other families to provide multi-generational investment, tax and long-term planning advice.
Prior to joining Brown Dune was a principal and Silver Bridge Advisors, a Boston based boutique investment advisory firm. Before coming back to Boston in 2007 Dune worked as the Director of Investments for Circle Financial a multi- family investment think tank in New York and was a teaching assistant at Columbia Business School in their wealth management discipline.
Ms. Thorne has published articles in Financial Planning and Forbes.com and has been quoted in the Financial Times, American Banker, Wall Street Journal, New York Times, Family Wealth Report, Investment News, Bloomberg, Private Asset Management and in the book “Women and Philanthropy.” She was honored as a one of the 2013 World Economic Forum’s Young Global Leaders, one of the Top 50 Women in Wealth by AdvisorOne in 2011, was a recipient of Boston Business Journal's Emerging Leader Award in 2011, was an honored participant of the Family Wealth Alliance 40minus Leadership Summit and recognized as one of Banker and Tradesman’s New Leaders in 2009. She is also a graduate of the Boston Center for Community & Justice Lead Boston Program.
Ms. Thorne is the founder and Chairwoman of Invest in Girls, serves as a member of the Golden Seeds LP Advisory Committee and Tiger 21. She is also a trustee and investment committee member for Milton Academy and the deCordova Sculpture Park & Museum and serves on the investment committee for Planned Parenthood League of Massachusetts and Lincoln Nursery School.
Ms. Thorne earned an MBA from Harvard Business School where she completed independent studies on women and investing, as well as angel investing, and a BA in Economics from Dartmouth College. She is a CERTIFIED WEALTH STRATEGIST® (CWS®) professional and a Certified Trust and Financial Advisor (CTFA).