• Matthew Slaney, CFA, was featured on the Wall Street Journal's website in an article about the value financial advisors can provide to their clients. The focus is on helping clients invest successfully, particularly at times when emotions can lead to damaging investment decisions.


• Catherine Friend White has been appointed Chair of the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College. Catherine has been a member of the Cutler Center Advisory Board since 2007. She has served as panelist and speaker at the Center's many workshop series. Catherine is an active mentor to students and has provided internship opportunities to students with concentrations in finance. The Stephen D. Cutler Center for Investments and Finance at Babson College is dedicated to advancing the understanding and practice of investments and finance in the global economy.


• Patricia R. Weller was a panelist at Bentley University's Center for Women and Business. The panel addressed an audience attending a program called "More Opportunity for Mothers (MOM)". The panelists offered insight on how to explore opportunities and ways to restart a career after taking a break to raise children.


• Catherine Friend White was a panelist at Babson College during their recent alumni weekend. The accomplished panel of business women addressed the challenges facing women in the workforce over the next decade.


• Catherine Friend White was interviewed by FORBES for their article "Today's Job Candidates Fail to Make the Grade", by Abby Tracy. Tracy asks, "With unemployment numbers in the United States continuing to rise, leaving a large pool of talented and eager professionals ready to work, why are many job seekers failing to make the grade in the interview process?" Catherine Friend White, president of Fin Arc LLC Investment Management in Needham, Mass., noted she was struck by the large number of spelling and grammatical errors found on applications received for a recent job opening at her firm. "If they're sloppy with their resume and cover letter, what will their customer interactions be like?" Read the whole article here.


• Matthew Slaney, CFA was featured in Barron's August 27, 2011 article "Getting What You Pay For". Despite free online investment material, financial advisors are still paying for good information. Why? Mr. Slaney explained how outside research can offer FinArc's analysts additional perspectives and free up time for deeper research into the most important issues. Mr. Slaney also said "Our motivations are aligned with our clients and using independent research firms fits that sensibility." The article concludes that if good information really makes for good markets, we may all be a little better off. You can read the entire article online at Barron's.


• FinArc welcomes Patricia Weller to our client service team where she is a Client Service Liaison in addition to Paul O’Keeffe. We have been growing and needed to add another professional to our staff. Patricia 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.


• FinArc is pleased to announce that Liam Timmons was the recipient of the James A. Waters Award for Outstanding Academic Achievement in his MBA class at the Wallace E. Carroll School of Management at Boston College. The award is given annually to the graduating MBA student with the highest cumulative grade point average. Mr. Timmons was also inducted into Beta Gamma Sigma, the international honor society for business schools. Mr. Timmons graduated with a concentration in asset management. He also has a Bachelor of Arts degree in political science from Boston College.


• Catherine Friend White served on a panel discussing the Global Equity Outlook and Strategies at the Babson Investment Management Association's fourth annual conference on March 25, 2011. In addition to Ms. White, panelists included investment experts from Loomis Sayles & Company, Fidelity Management & Research, and Gold Stock Analyst. Catherine received her MBA from Babson College in 1986.


• 2010 Report on Socially Responsible Investing Trends in the United States.


• On Friday, November 19, 2010 Liam Timmons and several Boston College classmates had lunch with the Sage of Omaha, Warren Buffett, Chairman of Berkshire Hathaway. Here is a photo of Mr. Buffett holding Liam's Boston College Hockey jersey.

• On October 9, 2010 Liam and Lauren Timmons welcomed Mackenna Ann Timmons to their family. Mom and baby girl are happy and healthy.

• Catherine Friend White and Liam Timmons were panelists at Schwab IMPACT, the national conference for registered investment advisers with clients’ assets at Charles Schwab. They discussed how to hire top talent in a competitive field. Catherine talked about how FinArc recruits employees and interns. Liam related his experience coming from Deutsche Asset Management to a fast-moving, entrepreneurial company.

• Catherine Friend White was the keynote speaker at the Babson Investment Management Association's Spring meeting. She discussed the strategy for portfolio management in turbulent times, and her outlook for the global stock markets.

• On July 19, 2010 Matthew Slaney, CFA spoke to a portfolio management class of Bentley University MBA students about investment career considerations. The presentation focused on two main themes: 1) working at a small firm versus a large firm and 2) FinArc's approach to and implementation of socially responsible investing.

• Catherine Friend White was interviewed in the August issue of Financial Advisor Magazine on the topic of estate planning. The article discussed the challenges of planning trusts following remarriage.

• Catherine Friend White was interviewed on Bloomberg Business News Radio where she discussed how FinArc helps clients navigate through challenging investment environments. She also explained how FinArc integrates socially responsible investing into the portfolios of families that want to align their values with their financial interests. You can listen to the entire interview by clicking here.

• The Bottom Line/Personal magazine featured FinArc, LLC on the cover of its November 15 issue. In the interview Catherine Friend White, discussed the ins and outs of socially responsible investing. FinArc’s research found that when comparing the 233 equity-based socially screened mutual funds in Morningstar to the S&P 500, they outperformed slightly for the five year period ended 8/31/2009. Past performance is no guarantee of future performance. Details on the study are available by contacting Paul O'Keeffe

• FinArc is pleased to announce that Matthew C. Slaney has passed the Level III exam of the Chartered Financial Analyst program. This rigorous program tests a candidate’s proficiency in the following topics: alternative investments, corporate finance, derivatives, economics, equity investments, ethical and professional standards, financial statement analysis, fixed income investments, portfolio management and quantitative methods. The program is administered by CFA Institute, a leading professional organization within the investment community. Mr. Slaney now qualifies for the CFA designation.
  
  
• FinArc is pleased to announce that Liam Timmons has been promoted to Associate Analyst. He is a member of the Boston Security Analysts Society and holds the Series 65 license.  Mr. Timmons joined FinArc in 2006 from Deutsche Asset Management, as Portfolio Manager’s Assistant and he has worked in the investment industry for nine years.
  

• Matthew Slaney was a guest financial expert on “Get That Job”, a WNAC program hosted by Gail Smith.  Mr. Slaney addressed current topics such as financial issues and strategies for individuals that are between jobs or expect to be making a job change in the near future.  The program is available online below:
  
  


• Catherine Friend White was interviewed by the Wall Street Transcript regarding FinArc’s investment philosophy and strategy.  To receive a copy please contact FinArc by emailing paul.okeeffe@finarc.com or calling 781-449-8989.


• 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.
  
  
• 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.