CSF Schools

If you are seeking a mentor and would like to get involved in CSF’s CAN program, click here to see our list of professionals who are willing to provide mentoring and career assistance to fellow alumni. Once you have decided to contact one of CSF’s CAN Mentors, please contact Zach Creeden ([email protected]) and he will provide an e-introduction. When contacting a mentor, be respectful and identify yourself as an alumnus/a. Also, be prepared in your knowledge of the advisor’s career field and business. Do your research! Remember that this is not a job application, or to set up an interview, it is simply mentoring in a field that is passionate to you, and to gain insight and advice on a career.

Miceal Chamberlain
MA Market Manager, Bank of America

Chamberlain is a Massachusetts market president at Bank of America Merrill Lynch, based in Boston. Chamberlain joined the firm in 2005 as a senior research salesperson. Prior to that, he worked at JP Morgan in Boston and Prudential Securities in Boston and New York. Chamberlain is a 1993 graduate of Dartmouth College.

Robert Cunjak
Managing Partner Wren Capital LLC

Cunjak was the former Portfolio Manager, Managing Director, and Head of Sankaty Advisors’ Energy Team at Sankaty Advisors. In addition, he has significant management experience as the former Co-Head of Sankaty’s Global Industry Research Team. Cunjak received his Bachelors in Economics from Cornell University, and a Masters in Business from Harvard University.

David Foley
Principal, Covalent Partners LLC

Foley is a Principal at Covalent Partners LLC, a value investment firm. Prior to joining Covalent in May 2007, Foley was a senior analyst at Constitution Research & Management where he worked from 2004 until April 2007.  In this position he was responsible for conducting fundamental research and making investment recommendations across a range of sectors, including healthcare, business services, energy and industrial companies. Foley was also an Associate in the Leveraged Finance Group at Goldman, Sachs & Co., where he worked from 2001 to 2004.  At Goldman he participated on several deal teams that structured and underwrote high yield debt securities and bridge loans in addition to providing financial and strategic advice to leveraged finance clients. From 1997 to 1999, Foley worked in the leveraged finance area at Schroder & Co. Inc. and prior to that, from 1995 to 1997, he worked at Dean Witter Reynolds Inc. in investment banking. David Foley earned his BA from Providence College and his MBA from the Harvard Business School.

James Hannon
Director/Agile Coach, Fidelity Investments

Mr. Hannon is a Director/Agile Coach at Fidelity Investments. He works at all levels and provides support, application of senior level management and squad level associates in the adoption and execution of Agile principals . He has over 20 plus years in the IT/Project Management field and has worked at various large and small companies and is considered a subject matter expert in applying tools to help solve business problems.

John Hayes
Co-Founder, Great Hill Partners

Hayes is a co-founder of Great Hill Partners. He is responsible for transaction origination, investment policy, fundraising, investor relations and the general management of the firm. His investment experience covers a broad group of industries, including Internet infrastructure, communications, business services and media. Hayes began his career in private equity in 1989 when he joined M/C Partners as a senior associate upon graduation from Harvard business school. Prior to business school, he spent two years at Bank of Boston, completing the bank’s training program and serving as a loan officer in the bank’s media & communications group.

Richard Henken
Executive VP/CFO, The Schochet Companies

Henken officially joined The Schochet Companies as its Executive Vice President in 1997, after having been affiliated with, and an advisor to, the company for more than a decade. In 2004, Henken became President of the Schochet Companies including Schochet Development, Schochet Investments, and Schochet Property Management. Since joining the company he has been responsible for closing transactions with a total value in excess of $400 million, including the acquisition and preservation as affordable of over 2,800 apartments in sixteen developments. Richard Henken earned Bachelors and Masters Degrees in Economics from Tufts University, and a Master of Science degree in Management, with concentrations in Marketing and Finance, from the Sloan School of Management at MIT. Prior to joining Schochet Associates, Henken was a marketing and strategy consultant to Fortune 500 companies and held senior marketing positions in the financial services and consumer packaged goods industries.

Amy Iseppi

Vice President, Director of Government and Community Relations, Federal Home Loan Bank of Boston

Amy Iseppi joined the Federal Home Loan Bank of Boston as Vice President, Director of Government and Community Relations in 2024. Her professional experiences include regulatory and government affairs, relationship management, strategy, and investment banking as well as internship experiences in the Massachusetts State House, U.S. Senate, and international politics in London. She graduated from Wellesley College and pursued an MBA at the Boston College Carroll School of Management. Committed to giving back to the community and supporting others’ success in the financial services industry, Amy supports non-profit organizations in Massachusetts and serves as an Ambassador for Women in Financial Markets.

Christine Komola
Executive VP, Covetrus

Former Staples’ CFO, she was responsible for the company’s worldwide financial planning and analysis, internal and external reporting, tax, business process and financial operations. Komola previously served as Senior Vice President, General Merchandise Manager, Furniture & Wholesaler, from 2002 to 2004. In this role, she was responsible for supplier relationships, marketing programs and merchandise assortments for Staples Retail and Delivery businesses. Komola joined Staples in 1997 as Director, General Accounting, and was promoted to Vice President, Planning and Control. In 1999, she served two years as the CFO for Staples.com business. Prior to joining Staples, Christine was an audit manager at Ernst & Young, LLP.

Patrick Murtaugh
Senior Relationship Manager, S&P Global Market Intelligence

Murtaugh has over eight years of Institutional/Enterprise Sales, Business Development, Relationship Management, and Client Service experience in Financial Services. He is a self-motivated, trusted professional who is intensely focused on delivering value to clients and prospects after identifying and fully understanding their best interests, needs and goals. He currently serves as the Senior Relationship Manager for S&P Global Market Intelligence.

Liane Nadeau
VP/ Director of Programmatic Media, Digitas

Liane is the VP/ Director of Programmatic Media at Digitas. She began her career in media 7 years ago at Hill Holliday, and has worked across major clients such as John Hancock, TJX, Dunkin’ Donuts, and Liberty Mutual. Liane received her Bachelor of Science in Marketing and Finance from Providence College, and her MBA from Suffolk University.

Kevin O’Leary
CEO, SMD at TIAA Endowment and Philanthropic Services

O’Leary is the head of Product & Portfolio Solutions for both the Individual Advisory Services business and the Trust Company at TIAA-CREF. He is responsible for translating client need into the strategic direction of the individual product solution set; harnessing subject matter expertise to help captive advisors and RIAs implement integrated solutions with their clients; and managing the portfolio management for complex clients leveraging Trust Company services. O’Leary is also responsible for business development and investment management for the firm’s endowment business. He is a graduate of Boston College and served as an officer in U.S. Navy.

Peter Pound
Partner, Morgan Lewis

Pound serves as the Boston office hiring partner and chair of the office’s Hiring Committee at Morgan Lewis. He is skilled in an arbitration setting, before federal and state courts, and in mediations. After graduating from McGill University, he served as law clerk to the Honourable Charles D. Gonthier in the Supreme Court of Canada. He was also a faculty lecturer at McGill’s Faculty of Law and the director of the faculty’s legal research, writing, and pleading program. Before joining Morgan Lewis, Peter was a partner in the financial institutions regulatory, enforcement, and litigation practice at another international law firm, where he served as the firm’s hiring partner for the Boston office, and chaired the Boston hiring committee.

Julie Rousseau
Managing Director, The Atwood Group

Rousseau is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2018, she was a financial advisor for the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston, MA. She also served as a Managing Director and Member of a Boston-based registered investment advisory firm, in charge of the firm’s Private Wealth and Family Office practices. Ms. Rousseau began her career with Brown Brothers Harriman & Co. upon earning her Bachelor of Arts degree from Providence College.

Kevin Smithson
Partner, PWC

Smithson serves as the global engagement leader and the lead tax partner and manages a global network of over 250 partners and staff in approximately 30 countries. In the area of tax, he focuses on accounting for income taxes as well as international tax planning/cash repatriation strategies for multinational corporations. Smithson received an undergraduate degree in Accounting from The American University in Washington, D.C.

Kristina Valente
Head of Events and Sponsorship, BNY Mellon

Valente is Head of Events and Sponsorships at BNY Mellon Wealth Management. In this role, she is responsible for strategy development and end-to-end event management, ensuring a high level of representation and superior quality for the brand image through all mediums, including client engagement and experience. Her team produces conferences, client and industry events, travel programs, award ceremonies, webinars and internal events for BNY Mellon Wealth Management’s individual, family office, charitable solutions and COI segments.

Prior to her role at BNY Mellon Wealth Management, she was the Head of North American Events at State Street Corporation.

Daniel Mazza
North America Co-Head Of Forwards And Head Of EM Trading State Street Global Markets; Managing Director

Daniel (Dan) Mazza is the North America Co-Head of Forwards and Head of Emerging Markets Trading, responsible for all STIR market making and EM FX market making in North America.

Dan holds a M.S. in Business Intelligence & Analytics, a B.S. in Accounting and a B.S. in Finance all from the Haub School of Business at Saint Joseph’s University in Philadelphia, PA.