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Our Team Ms. White was formerly employed by International Heritage as a portfolio manager/analyst of the Growth and Income portfolio, an open-end mutual fund. As limited partner with International Heritage, Ms. White supervised trading and performance analysis. Prior to that Ms. White worked for Hellman, Jordan Management Company, and the Pioneer Group, Inc. She previously served on the board of directors of BostonFed Bancorp, Inc. and its subsidiary bank, Boston Federal Savings Bank. Ms. White holds an MBA in Finance from the F.W. Olin Graduate School of Business at Babson College and a BA in Philosophy and French from Dickinson College. Ms. White is a member of CFA Institute, The Boston Security Analysts Society, The Commonwealth Institute, and The Boston Club. She serves on the Graduate School Advisory Board and Cutler Center Board, both at Babson College and the steering committee of Dickinson College Regional Trustees. Ms. White has received five Certificates of Achievement from CFA Institute for continuing professional accreditation. Please contact her at .
He received his MBA with a concentration in finance from the Wallace Carroll School of Management at Boston College and graduated magna cum laude from Northeastern University where he majored in finance and management. Mr. Slaney passed the Level II exam of the Chartered Financial Analyst program. He also passed the Series 65 exam for registered investment advisers. He is a member of both CFA Institute and The Boston Security Analysts Society. Please contact him at .
He has worked in the investments business for eight years, primarily at Deutsche Asset Management, where he was an Assistant Vice-President. Mr. Timmons has passed the Series 65 Exam for Registered Investment Advisers. He is currently pursuing his MBA at Boston College, where he also received his undergraduate degree. Please contact him at .
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. 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. Richard White manages performance testing of mainframe and web-based software for Fidelity Brokerage. His technical career began as a programmer in 1982 and he advanced through software engineering positions at Cullinet Software and Compuware. He received a Bachelor of Arts in Philosophy and Economics from Dickinson College where he was a member of Phi Beta Kappa.
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.
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FinArc is a registered investment advisor. Web Design by Metropolis Creative |