Board of Directors
Chair - Lisa Thompson, Principal, Monitor Deloitte LLC
Lisa Thompson is a Principal in Monitor Deloitte’s Strategy Practice, where she helps clients with issues focused on profit improvement, pricing, general strategy and uncertainty. Deloitte acquired the Monitor Group in 2013, when Lisa was a senior partner with the Monitor Group and served on the firm’s Board of Directors. With 15 years of experience in the strategy and tactics of pricing, marketing and sales, Lisa Thompson’s business consulting practice on the intersection of making those strategies implementable in the field. Most recently Lisa was a Senior Partner and member of the Board of Director of Monitor Group. She joined Monitor when the Strategic Pricing Group (SPG), was acquired by the firm in 2005. Lisa joined SPG in 1996 with a background in sales, sales management, and marketing. She managed the firm’s Chicago office, and led the Manufacturing Practice and the Medical and Hospital Products Practice. An established speaker, Lisa has presented a variety of topics, including best practices in pricing, communicating value to customers, and pricing in the medical products market space to audiences that include Financial Executives International (FEI), the Institute for International Research (IIR), Pricex, Professional Pricing Society, PROS Pricing Solutions, Sales and Marketing Executives International (SMEI), the University of Chicago Executive Education Center, and AT&T Learning Center. Lisa lives in the Boston area with her husband and their two children.
Vice-Chair – Christine Freyermuth, Partner, Price Waterhouse Coopers
Chair, Finance and Audit Committee
Christine is an audit partner in PwC’s Northeast Health Industries/Higher Education Practice. She has over 18 years of diverse experience serving clients across the entire healthcare continuum and education institutions. Her knowledge and expertise extends across a broad range of clients and includes experience with both for not for profit and for profit organizations, including SEC registrants. Previously, Christine spent 5 years in the mergers and acquisitions practice. Christine’s experience has allowed her to develop extensive relationships within the business community and with colleagues at the firm. Christine leverages these relationships in delivering service to her clients. Christine prides herself on bringing value added expertise to her clients as they resolve complex accounting and reporting matters. Christine is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Christine earned both her undergraduate and graduate degrees from Bentley University. Christine, her husband and 4 young children live in Needham MA.
Treasurer – David Gaw, Chief Financial Officer, Pyramid Hotels and Resorts
David Gaw is a Boston based commercial real estate executive and investor. He currently serves as an independent director and Chairman of the Audit Committee of the Plymouth Opportunity REIT, Inc. He also is on the advisory board of Rivermoor Energy a development and investment company specializing in solar energy. He is the former Chief Financial Officer of Pyramid Hotels & Resorts, Heritage Property Investment Trust and Boston Properties. David has served on the finance committee of the town of Lynnfield and on the Boston advisory board of Catholic Charities. David received a B.S and an M.B.A. from Suffolk University.
Secretary – Ann Carter, Founding Partner, Rasky Baerlein Strategic Communications
Chair, Program Committee
Ann Carter, one of the firm’s three founding partners, oversees the performance of Rasky Baerlein Strategic Communications, one of the largest full-service public relations agencies in the US. Since her appointment as CEO in January 2007, the firm has grown by 20 percent in revenues, increased its staff by nearly 40 percent and has been recognized for multiple industry awards. Ann brings more than 30 years of experience in developing proactive strategies for the firm. Prior to joining Rasky Baerlein in 1994, Ann was vice president at Winthrop Financial Associates, one of the nation’s largest real estate investment and management companies, where she was responsible for investor and corporate relations. Additionally, she held public relations and investor relations roles at Boston Edison Company (predecessor to NSTAR). Ann also serves in a number of volunteer capacitates. She is a trustee for the Boston Arts Academy and the Massachusetts Taxpayers Foundation, and an advisor to numerous nonprofits. She is a member of the Bentley Executive Club of Boston and served previously on the Board of Directors and as Chair of the Audit Committee for Abington Savings Bank. Ann earned a bachelor’s degree in accounting and a minor concentration in business communications from Bentley College and a master’s degree in business administration from Babson College.
Paul Buta, President, Choiceplex LLC.
Paul has worked for over 30 years at the intersection of marketing and technology, and is currently president of Choiceplex, using big data to marketing challenges while maintaining consumer privacy. Previously, he was co-founder and COO of Optas, a marketing services company focused on improving healthcare through better patient relationships. He has held management positions at Dun & Bradstreet, AC Nielsen and IMS Health. Paul has an MBA from the University of Chicago Booth School of Business, and lives with his wife and daughter in Boston.
Julie Cox, Vice President of Legislative Affairs, ML Strategies
Julie is Vice President of Legislative Affairs at ML Strategies. ML Strategies is the government relations practice within Mint Levin. Julie has more than a decade of government affairs and legislative counsel experience. She clerked for several justices in the Superior Court of Massachusetts. Julie served as legal counsel to the House Committee on Ways and Means in the Massachusetts House of Representatives. Julie also served as general counsel, legislative liaison, and spokesperson for the Retailers Association of Massachusetts. Prior to joining ML Strategies, she held an of counsel position in the public policy and public finance practices of a large Boston law firm. She has successfully advocated for a number of companies before the executive, legislative, and local government branches in the Commonwealth. Her work also has included analysis of the state budget and legislation to determine client impact, developing public relations strategy, and initiating and coordinating the presentation of client initiatives to legislators. Clients have also relied on the relationships she has built with key legislators, advocacy and trade groups, and other interested parties to develop beneficial coalitions. She is a graduate of Boston Latin School, the University of Vermont and Suffolk University Law School. She is a life-long resident of Dorchester MA.
Amanda Hall,Corporate Counsel, Senior IP & Technology Specialist,Iron Mountain Incorporated
Amanda currently serves as Corporate Counsel, Senior IP & Technology Specialist for Iron Mountain Incorporated, providing counsel and negotiating agreements in critical areas of emerging businesses relating to enterprise licensing strategies, intellectual property matters, and global brand management. Prior to Iron Mountain, Amanda worked at Progress Software in Bedford, MA focusing on IP and Licensing matters. She received her law degree from Suffolk Law and her undergraduate degree from Angelo State University and is a member of the Massachusetts Bar and National Women’s Law Association, to name a few. She also serves on the Museum of Fine Arts Council and has worked and volunteered with numerous other non-profit organizations including: the Massachusetts Children’s Trust Fund and the Boston Initiative to Advance Human Rights. Amanda lives in Hingham with her husband and young child.
Joshua Hebert, Founder and CEO, Magellan Jets
Chair, Nominating and Governance Committee
Joshua founded Magellan Jets in 2008, melding his passion for aviation with his knowledge and expertise in financial relations, which he gleaned from serving at the prestigious firms of Shearson Lehman, Sands Brothers, and Paine Webber. In 2000, Joshua helped build Jets.com, a private jet company, where he served as sales and marketing director. During his time with Jets.com, Joshua led the sales team in 2001 by increasing the company’s growth by an astounding 600 percent. The following year, Joshua became managing partner and executive vice president where he managed all of Charter Auction’s sales, concierge, aircraft membership, and fulfillment departments. Prior to making his mark at Jets.com, Joshua applied his sales magic at The Boston Business Journal, a division of American City Business Journals, Inc., a Conde Nast company. As the Journal’s sales manager in 1997, he boosted sales by an incredible 800 percent margin and earned the company its highest sales award for the next three years. In addition to Raising A Reader MA, Joshua serves on the Board of Directors for The Entrepreneurs’ Organization, Board of Governors for Air Charter Safety Foundation, and previously, Jets.com. He is now the Chairman of the Board at Magellan Jets.
Jessica Lutzker, Assistant Director MBA, Admissions, Harvard Business School
Jessica Lutzker’s career has spanned the field of business and marketing. A graduate of Duke and Harvard Universities, Jessica has worked in marketing for CVS, Tripadvisor, Lycos, and as an independent marketing consultant for private companies and universities. She has been involved in various local organizations and is current co-President of the Harvard Business School’s Women’s Association of Boston. She is also a member of theHBS Community Action Partners Consultant, Combined Jewish Philanthropies’ Women’s Philanthropy Executive Committee Member, and a Frances Jacobson Early Childhood Center Board Member. She hopes to bring her passion for community and early education to the board of Raising A Reader MA.
Dave Richter, Sales Director, Jeteffect
Chair, Development Committee
Dave joined Jeteffect from the CitationAir division of Cessna Aircraft. Before Cessna, he worked for several smaller jet aircraft brokerages. Prior to his business aviation career, Dave managed money for investors at Magnum Portfolio Management, Smith Barney and Prudential Securities. He is a graduate of the University of Massachusetts Amherst. Currently Dave is the President of the Massachusetts Business Aviation Association (MBAA), board member of the University of Massachusetts Amherst Foundation and Committee Chair for the MGH Cancer Center Friends Professional Group. He is on event committees for the Institute of Contemporary Arts Uncorked Wine Dinner, Children’s Hospital Boston Texas Hold ‘em Tournament and is an annual 100 miler for the Rodman Ride for Kids supporting The Sports Museum and RAR.
Stefan Spazek, Senior Vice President, Capital Advisors Group
Chair, Communications Committee
Following a carefully designed path, Stephan has dedicated his career to gathering knowledge and building expertise in the fields of marketing, communications and business development for professional and financial services organizations. For the past three years Stefan has served as head of East Coast business development for Capital Advisors Group, a leading institutional investment firm, helping CFOs develop corporate cash investment strategies and counseling companies on raising debt finance. Previously, Stefan spent five years as the firm’s marketing director, during which time assets under management increased more than $1.5 billion. Earlier in his career, Stefan successfully managed both media and community relations activities in New England for the second largest professional services firm in the world; and provided branding and communications counsel to billion dollar marketing agency clients.
Michael Sperlinga, Managing Director and Financial Advisor, Morgan Stanley Wealth Management
Over the course of an eighteen year career, Michael has developed and maintained a notable book of clients. Michael’s unique approach to financial management begins with a thorough study and daily review of the events impacting the global and national macroeconomic landscape. A graduate of Bentley University, Michael has been closely involved with numerous Boston area non-profit organizations such as the Make A Wish Foundation, Friends of the Esplanade, Dana Farber, and Champions for Children’s Hospital.
Robert White, Vice President and Financial Advisor, Merrill Lynch Wealth Management
Robert continues a family tradition of providing multi-generational wealth management to established families and corporate entities. In addition to a holistic approach for individuals, he focuses on the specific financial planning needs of non-profits, planned giving, women and lifestyle protection. Robert has involved himself in numerous local and national non-profits, including but not limited to: Massachusetts Children’s Trust Fund, Dana Farber Cancer Institute Leadership Council, Museum of Fine Arts, Museum Council Patron, Beacon Hill Civic Association, Boston Athenaeum and more.
Evan Zall, President and Co-Founder, Ebben Zall Group
Evan is President and co-founder of Ebben Zall Group, a Boston-area public relations and advertising firm that serves clients in the financial, professional services, and consumer sectors. He was previously Deputy Managing Director of River Rouge Communications, a cross-border public relations firm with offices in Boston and London. He has been involved in communications as a journalist, editor, investor relations professional, and public relations leader for over 20 years. Evan also serves as Vice Chair on the Board of the Arts & Business Council of Greater Boston and as Communications co-Chair on the Board of the Entrepreneur’s Organization (Boston).
John Simon, Board Chair Emeritus and Co-Founder, GreenLight Fund
John joined Sigma Prime in November of 2012 to help build the firm and help invest in great entrepreneurs. Prior to joining Sigma Prime, John was a Co-Founder and Managing Director of General Catalyst Partners. John has been a recipient of the Massachusetts Technology Leadership Council “Investor of the Year” Award. John is a member of the World Presidents’ Organization (WPO). He is also a co-founder and current trustee of the Steppingstone Foundation, a non-profit organization that provides educational opportunities to deserving inner-city students. In addition, he has continued his involvement with the non-profit sector by founding the GreenLight Fund (www.greenlightfund.org), which spurs the replication and growth of innovative non-profits. John is a graduate of Harvard University, earning a B.A. in History and Science and Oxford University, where he was a Rhodes Scholar and received his M.A. in Politics, Philosophy and Economics.