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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 steering committee of The Women's Leadership Program at Babson College and the Dickinson College Regional Trustees. Ms. White has received four 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 I 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 .
Mr. Malone was formerly employed by The Chase Manhattan Bank where he held a succession of jobs, most recently as supervisor of asset allocation for mutual funds. He earned three Chase Service Star awards during his tenure. Before Chase he was with KPMG Peat Marwick and the New England Banking Institute. He is a member of CFA Institute, the Boston Security Analysts Society and the Massachusetts' Society of Certified Public Accountants. Mr. Malone received his Masters of Science in Finance from the Wallace Carroll School of Management at Boston College and his BS from Tulane University. In addition, he passed the CPA examination and holds the CFA (Chartered Financial Analyst) designation. Mr. Malone has over fifteen years of experience in financial services. Please contact him at .
He has worked in the investments business for 7 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 a 2000 graduate of Boston College, where he majored in political science. Please contact him at .
Ms. Chaplin performs a wide variety of general business operations including procurement, systems updates, client service and contributions to our newsletter. She was formerly employed by Tufts University where she was the manager of the chemistry department and Assistant to the Dean for Staff Relations. Prior to Tufts she held administrative positions in the Pathology Department at the Deaconess Hospital in Boston. Ms. Chaplin received her Masters in Administration from Boston University and her BA from Northeastern University. Please contact her 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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