

Current: Independent Director, Board of Directors, Unified Series Trust (2008 – Present), chair of its Governance & Nominating Committee and member of its Pricing & Liquidity Committee. Independent Director, Standpoint Multi-Asset (Cayman) Fund, Ltd, (2019 – Present). Independent Director, Chair, Board of Directors, Peak Income Plus Fund (2022 – present). Independent Director, Advisors Charitable Gift Fund (2020 – present). Member and Chair, Investment Committees of Massachusetts Council of Churches (2011 – present) and Presbytery of Boston (2015 – present). Member, Dean’s Advisory Board, Boston University, School of Theology (2020 – present). Minister Member and Trustee, Presbytery of Boston, Presbyterian Church (USA) (1975 – present).
Recent: Executive Vice President (EVP), Benefit Plans Administrative Services, Inc., provider of retirement benefit plans administration (2019 – 2020). EVP, Advisors Charitable Gift Fund (2003 – 2020), a Donor Advised Fund. Director, Northeast Retirement Services (NRS) LLC, a transfer agent and fund administrator; and Director, Global Trust Company (GTC), a non-depository trust company sponsoring private investment product (2003 – 2019). EVP, NRS (2003 – 2019); GTC, EVP (2008 – 2019); EVP, Savings Banks Retirement Association (2003 – 2019), provider of qualified retirement benefit plans. Director, Lift Up Africa (2008-2018), a nonprofit working in East Africa.

