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Your FinArc Investments Team
Matthew C. Slaney, CFA
Mr. Slaney received his MBA from the Wallace E. Carroll School of Management at Boston College and his BSBA from Northeastern Universityís honors program. He holds the Chartered Financial Analyst designation and passed the Series 65 exam for investment adviser representatives.
Mr. Slaney is a member of CFA Institute and The Boston Security Analysts Society. He is also a member of Exit Planning Exchange and Boston College Club.
Please contact him at .
Mr. O’Keeffe received his MBA from the Amos Tuck School of Business at Dartmouth College and his BA from the University of Massachusetts in Amherst.
Ms. Weller is a CPA and holds a BS in Accounting from Bentley University.
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.
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.
FinArc Investments, Inc. is a registered investment advisor.
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