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2016 Presenters

Nancy Huntington Stager

Keynote Speaker
Executive Vice President, Human Resources & Charitable Giving
Eastern Bank

Nancy Huntington Stager leads Eastern Bank’s Human Resources Division and the Eastern Bank Charitable Foundation. Having joined the Bank in 1995, Nancy has actively shaped the culture and reputation the Bank enjoys today, being consistently rated one of the Boston Globe’s “Top Places to Work;” providing a welcoming environment in which all colleagues can be their authentic selves, collaborate with team members, and provide outstanding service to our customers. She has also reached beyond the four walls of the Bank to lead change within the communities that Eastern Bank serves. Nancy has grown the Foundation’s impact in vital ways donations, volunteerism, and advocacy by providing time, talent and treasure to organizations focused on equal access to housing, education, employment, violence prevention, and the basics of food, shelter, and safe places for children after school.

She continues to provide board leadership to a variety of social service, educational, and workforce development organizations across Massachusetts. Nancy has been recognized by many and varied community organizations for her leadership in Diversity, Inclusion and Community Leadership, as well as Human Resources and benefit plan design innovations. Most recently, in June 2015, she was inducted into the YW Boston Academy of Women Achievers.


Jackie Palladino

Welcome Speaker
Senior Vice President
Federal Reserve Bank of Boston

Jackie is a senior vice president and a member of the Executive Committee of the Federal Reserve Bank of Boston. The Boston Reserve Bank is one of twelve regional banks in the Federal Reserve System that are involved in conducting monetary policy, supervising financial institutions, processing payments for the nation’s banks and federal government, and advancing economic and community development. In 2011, Jackie assumed responsibility for a number of key corporate functions at the Boston Reserve Bank including strategic planning, enterprise risk management, human resources, communications, corporate affairs, and business continuity. Prior to her current role, Jackie had over 20 years of experience in banking supervision, regulation, and credit evaluating the condition of banking organizations located in New England, analyzing mergers and acquisitions, and managing the lending activities of the Discount Window. In addition to her work in the Federal Reserve, Jackie serves on the Board of the UMass Center for Collaborative Leadership.

Jackie has a master of business administration with a concentration in finance from Northeastern University and a bachelor of science in industrial economics from Union College.


Nicole Weber

Speaker
Corporate Trainer
Great on the Job

Nicole Weber, Corporate Trainer. Nicole joins GOTJ as an executive coach and lead trainer for MBA and financial services clients. Nicole is also taking us global! Fluent in five languages and having lived in 9 countries, Nicole is ready, willing and able to meet you in Europe or Asia for your training needs. A Wall Street veteran, Nicole has held senior business and HR roles at Bloomberg, Merrill Lynch, McKinsey and Goldman Sachs. As an HR Business Partner, Nicole focused on talent management, leadership development, organizational change and executive coaching. Prior to that, she worked in Global Markets at Merrill Lynch and Goldman Sachs.

Nicole is a graduate of Columbia University’s Coaching Program focusing on executive and organizational coaching. She is certified in the Neethling Brain Instrument (NBI) and Myers-Briggs Type Indicator (MBTI) assessment tools. Nicole holds an MBA from the Johnson School at Cornell University and a B.A. in Political Science from Trinity College. She is a former Advisory Council member for the Association to Benefit Children and currently serves as a trustee of the Rye City, NY School District’s Board of Education—an elected position she won after nailing her first live televised debate. Nicole lives with her husband and two sons, Willy and Max, in Rye.


Alicia Barrows

Panelist
Associate Advisor
O’Brien Wealth Partners

Alicia Barrows is an Associate Advisor at O’Brien Wealth Partners in Boston MA. She got her start in the industry as a client service specialist at Windhaven Investment Management. In 2010, Alicia graduated from the University of Maine at Orono with a degree in Political Science and History. After college, she completed a microfinancing internship in Ghana and worked as a paralegal in New York City and Washington, D.C. As a career changer, Alicia moved to Boston and completed the Boston University Certified Financial Planning program with honors. In addition to being an Associate Advisor at O’Brien Wealth Partners, Alicia is a proud member of the Career Development Committee for the Financial Planning Association of MA and loves volunteering at the Boys & Girls Club.


Katie O'Hare

Panelist
Trader
Wellington Management

Katie O’Hare is a trader on the Fixed Income Trading Desk at Wellington Management, responsible for trading emerging market securities in both external and local currencies, emerging market credit derivatives and interest rate swaps. She monitors the markets to disseminate any pertinent market information to investors and trading opportunities for our clients. Prior to becoming a fixed income trader, she spent 2 years in the Business Associate program at Wellington on the Global Trading team. In this role, she worked on the Fixed Income Trade Coordination team, the repurchase desk and the emerging market desk. Katie earned her BA from Northeastern University in 2014 with a major in Finance. During her undergraduate studies, she completed two, six-month co-ops at Wellington Management, the first on the Trade Operations team and the second on the Fixed Income Trade Coordination team. She also worked part-time on the Fixed Income Trade Coordination team throughout her senior year at Northeastern University.


Unoma Okolo

Panelist
Research Associate
Fidelity Management & Research Company (FMRCo)

Unoma Okolo is a Research Associate working in the Emerging Markets (EM) Debt investment team at Fidelity Management & Research Company (FMRCo). In this role, she is responsible for sovereign debt research coverage on Malaysia, Panama and countries in sub-Saharan Africa.

Prior to her role on the EM team, Unoma worked as a Business Associate with the Technical Research group in 2013, and as a Business Associate with the Energy Research team from 2013 to 2014.

Ms. Okolo holds a BA in economics from Stanford University.


Stacie Sasaki-Glass

Moderator
Vice President & Global Head of Campus Recruiting
PIMCO

Ms. Sasaki-Glass is a vice president in the Newport Beach office and global head of campus recruiting. Prior to joining PIMCO in 2010, she was a vice president in campus recruiting at Barclays Capital, focusing on investment banking, sales, trading and research at the undergraduate, MBA and Ph.D. levels. Prior to that, Ms. Sasaki-Glass managed West Coast campus recruiting at UBS Investment Bank. She has served on a variety of employer and corporate career services advisory boards, including the Forte Foundation and The Wharton School. She has 15 years of campus recruiting experience in financial services and holds an undergraduate degree from the University of California, San Diego.


Carmen L. Albert

Coach
Associate, Real Estate Practice
Ropes & Gray

Carmen Albert joined Ropes & Gray in 2014 as an associate in the real estate investments & transactions group. Carmen focuses her practice on real estate finance and investments in all asset classes. She represents a wide range of institutional investors, hedge funds, and other private equity investors in a variety of real estate transactional matters, including joint ventures, distressed debt purchases, complex acquisitions and dispositions, development, leasing and financing. Carmen also has experience representing lenders, borrowers, and guarantors in an array of securitized commercial loan transactions, and underwriters, issuers, and conduit borrowers in tax-exempt bond and PILOT transactions. Prior to joining Ropes & Gray, Carmen practiced at an international firm in its Boston and New York offices.


Emily B. Bannister, CFA

Coach
Assistant Vice President and Fixed Income Portfolio Specialist
Wellington Management

As a portfolio specialist in Fixed Income Product Management, Emily is responsible for our High Yield and Bank Loan suite of approaches. She works closely with the investment teams and investment directors to help ensure the integrity of the investment approaches by overseeing portfolio positioning, performance, and risk exposures. She meets regularly with the investment teams, and contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. Emily also participates in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. Prior to joining Wellington Management in 2014, Emily worked at Federal Street Advisors as the director of research (2013 2014) and previously in various research roles (2006 2013). Before that, she was an investment analyst at Bain & Company (2003 2006). Emily earned her MBA from the Universidad de Alcalá (2002) and her dual BA in international relations and Hispanic language and literatures, magna cum laude, from Boston University (2001). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and Boston Security Analysts Society.


Colleen Buckley

Coach
Analyst
J.P. Morgan

Colleen Buckley is an analyst at the J.P. Morgan Private Bank, where she works closely with the integrated team to serve existing clients and bring in new clients. She also prepares all quantitative materials, including asset allocations, portfolio implementations, performance reviews and wealth advisory projections. Prior to joining J.P. Morgan in 2014, Colleen worked as an analyst for Credit Suisse Asset Management, where she assisted with strategic initiatives and supported the global sales team. Colleen graduated magna cum laude from Georgetown University with a B.S. in Business Administration with concentrations in Finance and International Business. She holds her FINRA Series 7 and 63 licenses. Colleen currently resides in Boston’s Beacon Hill.


Christy Capriccio, CFA

Coach
Assistant Vice President and USFIG Marketing Manager
Wellington Management

As a marketing manager, Christy works with Global Financial Intermediary Group (FIG) clients to create and execute a sales and marketing plan. In this role, she prioritizes and manages the firm’s engagement with financial advisors, gatekeepers, and consultants on behalf of clients; oversees the preparation of customized investment content such as videos and brochures; and reviews and approves client marketing material. In addition, she serves as an internal consultant and source for global distribution trends and competitive analysis. Christy joined Wellington Management in 2009. Before joining the Global Relationship Group in 2012, she worked as a senior financial analyst within Finance. Christy received her BS in business administration with a concentration in finance and accounting, cum laude, from Northeastern University. Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.


Kiersten Christensen, CFA

Coach
Senior Investment Professional

Kiersten is a senior investment professional with 20+ years as an analyst, portfolio manager, and, more recently, an institutional portfolio manager/investment product manager for a diverse set of investment products including US core, hedged stock, global, asset allocation, health care, real estate, and emerging market funds. She began her career in Hong Kong as an analyst with Lloyd George Management in 1993 covering emerging markets, moving to London in 1996 as portfolio manager for all emerging market products. In 2000 she joined Eaton Vance in Boston as an analyst covering a wide array of sectors and geographies through 2014, when she became an institutional portfolio manager. She graduated magna cum laude from Georgetown University with a B.S. in Business Administration. She holds the Chartered Financial Analyst designation and FINRA Series 7 licenses, and is a member of the CFA Institute and Boston Security Analysts Society.


Kristina Craaybeek

Coach
Assistant Vice President and Events Specialist
Wellington Management

As an Events Specialist at Wellington Management, Kristina conceptualizes, plans, and executes event logistics for client programs and internal events. She is responsible for managing the complex logistics and overall program management of the firm’s key client programs. Her team also helps perpetuate and reinforce the firm’s culture via senior management and firm-wide events. In addition to her core responsibilities, Kristina was the co-chair of the Wellington Young Professionals network from 2013-2015. She currently serves as an advisor for that network and is also a member of the Wellington Women’s Network.

Kristina joined Wellington Management in December 2009, after receiving her BS in business from Northeastern University. During her time at Northeastern, she completed a co-op in Global Marketing at Wellington Management and continued to work part-time on the team throughout her final years of school.

Kristina recently received her MBA from the D’Amore McKim School of Business at Northeastern University.


Rose Grant

Coach
Managing Director
Eastern Bank Wealth Management

Rose M. Grant-Brooks is a long term member of the investment team and portfolio manager. She has experience in projecting GDP for domestic and global economies, interest rate forecasts, determining asset allocation and security selection. She is also responsible for Eastern Bank Wealth Management’s trading function. Rose joined Eastern Bank in 1974 as an employee of the Naumkeag Trust Company. She has over 40 years of investment experience. Rose received a Bachelor of Science degree from Salem State University. She also completed Boston University’s Certified Financial Planner Program.


Gretchen Guo

Coach
Senior Associate, Surveyor Capital
Citadel

Gretchen Guo serves as a senior associate analyst in the Boston office at Surveyor Capital, a global equity, long/short multi-manager strategy that resides within Citadel’s Asset Management business. Prior to joining the Firm in 2014, Ms. Guo was a senior research associate at Sanford C. Bernstein covering consumer industries and companies. Ms. Guo holds an M.B.A. from the University of Chicago, Booth School of Business, an M.P.P from the University of Chicago’s Harris School of Public Policy, and an A.B. degree from Harvard University.


Marena C. Hnat-Dembitz

Coach
Fixed Income Portfolio Specialist
Wellington Management

As a portfolio specialist in Fixed Income Product Management, Marena is responsible for the Emerging Markets Debt suite of approaches. She works closely with the investment teams and investment directors to help ensure the integrity of the investment approaches by overseeing portfolio positioning, performance, and risk exposures. She meets with the investment teams on a regular basis, and contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. Marena also participates in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. Prior to joining the firm in 2006, Marena worked as an assistant at Allianz Global Investors. Marena received her BA in economics from St. Mary’s College of Maryland (2003).


Linn Karstadt

Coach
Electronic Trading
Jefferies

Linn Karstadt joined Jefferies in May 2015 and is responsible for coordinating the Electronic Trading Client coverage in Continental Europe. Linn holds a Bachelor and Master Degree in Business Administration and is currently finalizing her doctoral degree in Finance & Technology focusing on “Broker Evaluations in Electronic Trading”. Previously Linn worked at Citi Global Markets in the same role and prior to that as Electronic Sales Trader for Knight and ConvergEx. Before she started working in Algo Trading, she worked as a TV reporter and anchor for Bloomberg. Linn has spoken on various industry conferences in EMEA and published articles and books on Dark Pool Usage, Software Analysis and Online Marketing of Financial Services.


Lauriann Kloppenburg

Coach
Chief Investment Officer - Equities (Retired)
Loomis Sayles & Company

Lauriann is the former Chief Investment Officer for the equity group at Loomis Sayles, where she was responsible for the firm's overall equity investment policy. In her 32 year tenure at the firm, she worked as an equity analyst, director of equity research and director of large cap equities and most recently, the firm's chief strategy officer. She was also a member of the Board of Directors for thirteen years and served on the risk management, new product, ethics and diversity committees.

Lauriann is currently an Executive in Residence at the Hughey Center for Financial Services at Bentley University, where she serves as an advisor and consultant to the students and faculty. Her non-profit work also includes serving on the investment committee of the Trustees of Donations for the Episcopal Church, the investment committee for the VNA of Chittenden and Grand Isle Counties in Vermont, the finance committee for Compass Working Capital and the profit sharing and retirement committee for Loomis Sayles. She is a CFA charter holder and received a bachelor's degree in economics from Wellesley College.


Christina Lakich

Coach
Assistant Vice President, Investment Officer
Eastern Bank

Christina Lakich is responsible for our equity trading and assists with executing corporate, government, and municipal debt trades for the fixed income portfolios. She also provides investment research and macro-economic commentary, and responds to corporate actions. In addition, she is in charge of reporting model portfolio performance and financial analysis for the Eastern Bank Wealth Management team. Ms. Lakich began her career as a Community Development and Educational Volunteer with the U.S. Peace Corps, where she focused on grant writing, project development and youth group management. Prior to joining Eastern Bank Wealth Management in 2013, Ms. Lakich worked in Retail Banking for Eastern Bank. She earned her Bachelor of Arts from Siena College.


Kathleen McQuiggan

Coach
Senior Vice President, Global Women's Strategies
Managing Director, Pax Ellevate Management LLC

Kathleen McQuiggan is Senior Vice President of Global Women's Strategies for Pax World Management LLC and Managing Director of Pax Ellevate Management LLC. In these senior management roles, Kathleen is responsible for initiatives related to gender diversity and women’s leadership. Kathleen’s responsibilities include sales and marketing for Pax Ellevate Management LLC, which manages the Pax Ellevate Global Women’s Index Fund. In addition, she oversees Pax World’s broader contributions to thought leadership related to gender equality as an investment concept and women and sustainable investing. She also leads Pax World’s Women and Wealth Practice Management initiative focused on helping financial advisors to build their practices and to better engage and serve female clients. In 2015, Kathleen was named to InvestmentNews’ inaugural Women to Watch list, which honors female financial advisors and industry executives who are distinguished leaders at their firms.


Aneesha Mehta

Coach
Research Associate
Fidelity Investments

Aneesha Mehta is an Equity Research Associate at Fidelity Investments. For the last 2 years she has covered various healthcare companies including healthcare information technology, dental, diagnostics, contract research organizations, and HR/benefits tech companies. Prior to covering healthcare Aneesha was an associate on the consumer team covering TV broadcasting, cinemas, movie studios, and publishing companies.

Aneesha grew up in Wellesley, MA and attended Milton Academy. She earned a Bachelor of Arts from Brown University in 2014.


Sarah Orvin

Coach
Vice President, Global Analyst
Eaton Vance

Sarah Orvin is a vice president of Eaton Vance Management and global analyst on Eaton Vance’s global income team. She is responsible for the analysis of macroeconomics, politics and financial markets of various countries in Southern and Central Europe, the Middle East and Africa. She began her career in the investment management industry with Eaton Vance in 2008. Sarah earned a B.A. from Boston College. She is a member of the Boston Security Analysts Society and is a CFA charterholder.


Rebecca Painter

Coach
Research Analyst
Fidelity Investments

Becky Painter is an Equity Research Analyst at Fidelity Investments. Since 2013 she has covered various consumer companies including restaurants, cruise lines, and internet real estate companies. Prior to working at Fidelity, She grew up in Swarthmore, PA and attended Strath Haven High School. Becky earned a Bachelor of Arts in Economics from Swarthmore College.


Sarrah Samraoui

Coach
CFP®, Financial Planning Officer
Eastern Bank Wealth Management

Sarrah Samraoui is a Financial Planning Officer responsible for providing financial planning guidance and developing custom tailored financial plans for Eastern Bank Wealth Management clients and their families. Ms. Samraoui has over 7 years of experience in the Financial Industry. Ms. Samraoui is a Certified Financial Planner™ practitioner. She earned a Bachelor Degree in Business Administration, concentration in Finance, from New England College of Business and Finance, as well as a bachelor Degree in Economics and Management from University Hassan II in Morocco. She also holds a certificate in financial planning from Boston University’s Center for Professional Education. Ms. Samraoui is a member of the Financial Planning Association.



Yanina Shevchenko

Coach
Senior Analyst
Fletche Spaght

Yanina Shevchenko is a Senior Analyst working at Fletche Spaght, a Boston-based VC/PE and consulting firm focused on the Healthcare, Life-sciences and Biopharma industries. As an analyst, Yanina is responsible for financial analysis, market assessment and strategy for clients operating in the healthcare/biopharma space. Yanina holds a PhD in Electrical Engineering; prior to transitioning into finance and consulting, Yanina spent several years working as a scientist at Harvard and MIT Universities focusing on the development of healthcare technologies. Currently, Yanina is pursuing CFA designation and actively involved with a number of professional societies including 100 Women in Hedge Funds and Women Investing for a Sustainable Economy.


Suzanne L. Stefany

Coach
Managing Director and Global Industry Analyst
Wellington Management

As an analyst in Global Industry Research, Suzanne is responsible for conducting fundamental analysis for the companies in the diversified industrials space. She makes buy/sell recommendations to portfolio managers based on her findings and market conditions. Prior to rejoining Wellington Management in 2005, Suzanne was a senior equity analyst at Loomis Sayles, where she was responsible for equity investments in the industrials, machinery, and materials spaces (2001 2005). Before that, she was a managing director at Invesco (1997 2001) and senior credit analyst at Putnam Investments (1992 1997). Before attending graduate school, Suzanne held various positions at Wellington Management (1986 1990). Suzanne earned her SM in finance and accounting from Massachusetts Institute of Technology (Sloan, 1992), where she was awarded the Martin Trust Fellowship, and her BA in economics and Spanish, cum laude, from Tufts University (1986).


Mary Trevino

Coach
Managing Director, Strategic Risk/Multi-Family Funds
Hines

Ms. Trevino joined Hines in July 2011 with over 16 years of multifamily experience including most recently with The Hanover Company, where she successfully underwrote over three billion in total capitalization with firms including MetLife, GE Capital, Mitsubishi, JP Morgan Chase, and multiple private equity funds. Prior to Hanover, Ms. Trevino worked with GE Capital in the Commercial Real Estate Department in Atlanta for nine years where her roles included Underwriter for the Large Transaction Group and Asset Manager. She also completed a two-year assignment in the Corporate Audit Department in Stamford, CT. Ms. Trevino managed a $300 million LIHTC real estate loan for financial institutions and syndicators including Credit Suisse, Column Financial, Morrison Grove and CAPREIT and also represented GP and LP entity interests with workout and repositioning solutions for $100 million multifamily distressed assets. Additionally, she underwrote multifamily transactions for Fannie Mae DUS Lenders, including Pillar, CW Capital, and Greystone while contracting with the FDIC and Special Servicers. Ms. Trevino received a Bachelor of Science in Accounting from Pepperdine University and an MBA from the University of Bridgeport in Connecticut.


Moran Zhang

Coach
Assistant Vice President, Equity Analyst
Eaton Vance

Moran Zhang is an Equity Research Analyst at Eaton Vance Management. She is responsible for coverage of medical devices on the Large Cap Value team. Prior to joining Eaton Vance and beginning a career in the investment management industry in 2016, she worked as a financial journalist in New York and as a credentialed Capitol Hill reporter in D.C. covering the SEC, FDA and the Federal Reserve.

Moran earned her BA in broadcast journalism from Fudan University in Shanghai (2010), her MS in business journalism from Northwestern University (2011) and her MBA from the University of Chicago Booth School of Business (2016).


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