• The Stephen D. Cutler Center for Investments and Finance has named Catherine Friend White, President of FinArc, LLC, to its Advisory Board of Directors. The Cutler Center's mission is to provide state of the art technology and research resources to the Babson College community, encouraging faculty to incorporate practical research into the curricula.
  
  
• FinArc, LLC is pleased to announce that Paul O'Keeffe has been hired as the new Client Service Liaison. Paul 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. Paul received a Master of Business Administration from the Amos Tuck School of Business at Dartmouth College and a Bachelor of Arts in Economics from the University of Massachusetts in Amherst.
  
  
• FinArc, LLC is pleased to announce that Liam M. Timmons, PMA, has joined our investment committee in recognition of his securities analysis accomplishments. His research duties will expand further with the addition of Paul O'Keeffe to our team.
  
  
• Catherine Friend White was honored on November 9th at the 10th Annual Women's Leadership Conference hosted by Babson College. The college recognized her leadership as an early member of Babson Women in Business (BWIB).
  
  
• Catherine Friend White has been invited to serve on the Graduate Advisory Board of Babson College. The board assists the Dean of the MBA program in curriculum development, recruitment, and outreach to the business community.
  
  
• FinArc is pleased to announce that Liam Timmons has successfully passed the Series 65 Registered Investment Advisor examination issued by the Securities and Exchange Commission.
  
  
• Catherine Friend White has received her 5th Certificate of Accomplishment  from CFA Institute. CFA Institute is a global non-profit association with the stated mission: To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
  
  
• Catherine Friend White's article, "Choosing a Retirement Plan for a Small Business" was published in the February 2007 issue of the Newton-Needham Chamber of Commerce.
  
  
• W. David Malone was interviewed by the Newton-Needham Chamber of Commerce on how FinArc assists business owners and other members of the local community with their investment needs.
  
  
• FinArc is pleased to announce that Liam Timmons has joined our team as Portfolio Manager's Assistant. Liam has worked in the investments business for 6 years, primarily at Deutsche Asset Management where he was an Assistant Vice-President. Liam is a 2000 graduate of Boston College, where he majored in political science.
  
  
• Catherine White has been nominated and selected as one of the Top 10 Investment Advisors in Boston by Women's Business.
  
  
• FinArc is pleased to announce the promotion of W. David Malone, CFA to Senior Security Analyst.
  
  
• Catherine White's article SRI Best Practices: Learning from the Europeans was published in a special edition of The Journal of Investing, a publication of Institutional Investor.  Her work focuses on socially responsible investing outside of the United States where the approach has broader acceptance at the institutional level.  Please contact us if you wish to receive a reprint.
  
  
• FinArc has joined the Sustainable Business Network of Greater Boston. SBN Boston is an organization of business leaders committed to promoting high ethical standards in business, a multiple stakeholder business model, productive and fulfilling workplaces and environmentally sustainable business practices. The organization aspires to share lessons learned regarding best practices both in the workplace and in relation to our greater communities.
  
  
• Socially Responsible Investing is becoming more prevalent in the United States as more investors choose to align their investment decisions with their ethical values.  The Social Investment Forum's 2003 Research Study is now  available online.
  
  
• FinArc is pleased to announce the appointment of David Potter, founder and CEO of Momentum Venture Associates, LLC, Paul Teplitz, CEO of Research Boston and Richard White, Director of Software QA for Fidelity Brokerage to its Advisory Board.  The Advisory Board, which  meets quarterly, helps to provide even better service to our clients.
  
  
• The CFA Institute Code and Standards of Conduct is now available online. The Code and Standards serve as ethical guidelines which FinArc has long followed in conducting its business.