FinArc: About Us

Matthew C. Slaney, CFA
President

Mr. Slaney is the owner and Portfolio Manager of FinArc, which he joined in 1999. Prior to that, Mr. Slaney was a Municipal Bond Research Associate for Colonial Management Associates. He has worked in the investment industry since 1992.

Mr. Slaney received his MBA with a concentration in finance from the Wallace E. Carroll School of Management at Boston College. He graduated magna cum laude from Northeastern University's honors program where he majored in finance and management. Mr. Slaney holds the Chartered Financial Analyst designation. He is a member of CFA Institute, The Boston Security Analysts Society and Boston College Club. Please contact him at .

Robert Morgan Ralph, CFA
Security Analyst

Mr. Ralph has held research and analytical positions in the investments field at Brown Brothers Harriman & Co., Lehman Brothers, Inc., and Lazard Freres & Co. He is a CFA charterholder and received a Bachelor of Arts in Economics from New York University. Please contact him at .

Paul O’Keeffe
Client Service Liaison

Mr. O’Keeffe brings extensive experience to our team in the area of client relationships and business development. He has held senior positions in the financial services industry at Wells Fargo, Deutsche Financial Services, and AT&T Capital Corporation.

Mr. O’Keeffe received his MBA from the Amos Tuck School of Business at Dartmouth College and his BA in Economics from the University of Massachusetts in Amherst. Please contact him at .

Patricia Weller
Client Service Liaison

Ms. Weller has a wide range of financial experience including positions as the Director of Investor Relations and Fund Manager of Polaroid Corporation’s pension and profit-sharing plan. Prior to that she was a senior auditor with Arthur Young & Co. Patricia is a CPA and holds a BS in Accounting from Bentley University.

She has been involved with several community organizations including serving as president of her town library friends and treasurer for her local theatre group. Please contact her at .

Advisory Board

The Advisory Board, which meets quarterly, gives FinArc access to its members' technical and industry knowledge to help us grow as a firm. The board offers guidance on how to improve the experience of our existing clients and expand our offerings to new ones.

Catherine Friend White founded FinArc, LLC in 1990 and managed portfolios until she sold her interest in the firm during 2013. Ms. White was formerly employed by International Heritage as a Portfolio Manager/Analyst of the Growth and Income Portfolio, an open-end mutual fund. Prior to that Ms. White worked for Hellman, Jordan Management Company, and the Pioneer Group, Inc. She received her MBA with a concentration in finance from the F.W.Olin Graduate School of Business at Babson College and her BA from Dickinson College. She has received multiple Certificates of Achievement from CFA Institute for continuing professional accreditation.

Ms. White is a member of CFA Institute, The Boston Security Analysts Society, and the Boston Club. She is Chair of the Stephen D. Cutler Center for Investments and Finance at Babson College. She previously served on the board of directors of BostonFed Bancorp, Inc. and its two subsidiary banks, Boston Federal Savings Bank and Broadway National Bank.

David Potter is a successful entrepreneur and turnaround operations manager who received his Master of Business Administration degree from The Amos Tuck School at Dartmouth College. He created the first corporate marketing plan for The UNUM Corporation and has served as Chief Marketing Officer and in key business development roles for several large companies. Momentum Venture Associates, LLC, which Potter founded in 1996, advises entrepreneurs operating in a variety of different industries.

Paul Teplitz was a Senior Partner of Cambridge Research Institute where he led the financial services practice. Teplitz has written numerous articles and has given presentations on financial services and consumer product forecasting. He received his Doctor of Business Administration degree from the Harvard Business School and a Masters in Management from MIT. Research Boston Corporation, of which Teplitz is President, has advised on marketing, strategy, and forecasting since 1986.

Our Ethical Standards

CFA Institute Code of Ethics and Standards of Professional Conduct - FinArc conducts business under the ethical guidelines set forth by CFA Institute. We recognize the great level of trust and responsibility our clients place in us. Our adherence to the Code and Standards points to our commitment to act in the highest ethical manner.