advisory board

The advisory board of FinArc Investments comprises leading business and financial services executives, including FinArc's founder, Catherine Friend White. The board’s members are actively involved in sharing their industry expertise and knowledge to benefit the firm and its clients. In particular, the board focuses on the firm’s business strategies and enhancing the client experience. Where appropriate, the board recommends areas of improvement and best practices. The board’s contributions ensure that FinArc continues to exceed client expectations.

Catherine Friend White, MBA

Advisory Board Member

Catherine Friend White has been a member of FinArc Investments and its predecessor company’s advisory board since inception in 2004. Catherine founded FinArc, LLC in 1990 and managed the firm and client portfolios until selling her interest in the firm in 2013. Catherine is currently an angel investor with Golden Seeds, an early stage investment firm focused on women-led businesses. Prior to FinArc, Catherine was a portfolio manager and analyst of the Growth and Income Portfolio at International Heritage. Earlier, Catherine worked for Hellman, Jordan Management Company, and the Pioneer Group, Inc. She began working in the investment industry in 1980.

Catherine earned a master of business administration degree with a concentration in finance from the F.W. Olin Graduate School of Business at Babson College and a bachelor of arts degree in philosophy and French from Dickinson College. She received multiple certificates of achievement from CFA Institute for continuing professional accreditation.

Catherine is a member of CFA Institute, the Boston Security Analysts Society, and The Boston Club. Additionally, she is a director and former 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.

Catherine resides in Dover, Mass. with her husband.

David Potter, MBA

Advisory Board Member

David Potter has been a member of FinArc Investments and its predecessor company's advisory board since inception in 2004. David brings more than three decades of business management, sales, marketing, and strategy experience to his role, having built, operated, and consulted for numerous companies in consumer products, healthcare innovation, B2B software.

Currently, David is is a Consulting Partner with Outsell Inc., headquartered in Burlingame, CA. He works with Outsell’s Healthcare Technology clients in identifying and implementing new strategic market opportunities. He is also a Member of Peer to Peer Network Inc., a consulting resource for early stage technology innovation companies.

His core expertise is in developing and driving the implementation of go-to-market strategies that align cohesively with business objectives in a context that resonates with key decision makers across vertical functions.

He has served in a variety of senior roles for divisions of Fortune 100 companies and early-stage healthcare technology and service companies. During his corporate career, David held leadership positions in marketing for divisions of Textron Inc., General Mills, and The Unum Corporation. David was the co-founder of two technology companies, Pro-Change Behavior Systems, Inc. and Patient Engagement Systems, Inc., which were each subsequently sold to private equity firms.

David earned a bachelor of science degree from Bowdoin College and a master of business degree from the Tuck School of Business at Dartmouth College. David passed the Series 66 and Series 77 exams administered by the Financial Industry Regulatory Authority (FINRA).

David resides in Warren, Rhode Island with his wife, Mary. 

Paul Teplitz, PhD

Advisory Board Member

Paul Teplitz has been a member of FinArc Investments and its predecessor company's advisory board since inception in 2004. Paul has an accomplished career within the financial services industry and is particularly renowned for his work within consumer product forecasting.

Paul is the founder and president of Research Boston Corporation and was a senior partner of Cambridge Research Institute, where he led the financial services practice. Research Boston Corporation has advised leading businesses and organizations on marketing, strategy, and forecasting since its inception in 1986. Clients have included Fortune 500 companies, money-center banks and top-tier law firms. Paul is the author of numerous articles and books on banking, professional sports, Federal tax policies and product forecasting.

Paul earned both his bachelor of science and master of business administration degrees from the Massachusetts Institute of Technology (MIT). He also holds a doctoral degree in business administration from Harvard Business School.

Paul resides in Lafayette, Calif. with his wife, with whom he has three adult children.

Diane wood, cfa

ADVISORY BOARD MEMBER

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Diane Wood joined FinArc Investments in 2016 in conjunction with Prospera Partners and FinArc Investments combining. In 2017 she joined the company’s advisory board and stepped away from her role as an investment adviser representative. Diane has been involved in many aspects of the investment industry for more than forty years, including security analysis, portfolio management and education. In addition to serving as Chief Financial Officer of a major insurance company, she also founded two financial services firms: Allmerica Asset Management (now Opus Investment Management) and Prospera Partners, LLC. She was also a member of the adjunct faculty at Babson College Olin Graduate School of Business.
 
Diane earned her bachelor of arts degree from the University of Colorado at Boulder and her master of business administration degree from the University of Chicago Graduate School of Business. She also earned the Chartered Financial Analyst designation.
 
She has been actively involved in improving opportunities for women and has worked with a number of non-profit organizations which focus on this issue, including the Board of Visitors and Investment Committee of the Women’s Union, the board of The Boston Club, where she currently is a member of the finance committee, and the board of Consumers Empowered, Inc., where she serves as Treasurer.
 
Diane resides in Boston, Mass.