YPEM has expanded rapidly since beginning in 2013, and would not be possible without the support of leading young professionals in the financial services industry. Both YPEM - BOSTON and YPEM - NYC are led by philanthropic young professionals who volunteer their time in support of the fight against cancer. Leadership Team members play a huge rule in the strategy and growth of YPEM.

The YPEM Leadership Team takes on the role of a “board” with an all hands on deck approach. The Leadership Team has a President and a Vice President, and all Leadership Team members play a huge rule in the strategy and growth of YPEM. Members of the YPEM Leadership Team focus their efforts on collaborating in any way needed to help direct and grow YPEM in collaboration with Expect Miracles Foundation staff. The YPEM Leadership Team works together to plan events for members of YPEM, which will consist of fundraising initiatives, social events, and volunteer opportunities. Scroll down to see current members in Boston and New York City, and apply to be a part of the Team!

BOSTON YPEM LEADERSHIP TEAM
 


Members of the 2018 Boston Leadership Team at the 4th Annual Kan Jam  and Cornhole Classic (October 2018)

• Ashley Gregory, Wellington Management - YPEM Boston President

  Ashley Elizabeth Gregory currently works for Wellington Management. Ashley previously worked for Sapient Global Markets where she was responsible for managing their Fidelity account and works directly with Fidelity clients and the internal Sapient team. Ashley’s previous role at The Bowdoin Group was as a Senior Consultant, placing executive level financial services IT hires and maintaining existing client rapport. She attended James Madison University where she obtained a Bachelors of Business Administration, double major in Accounting and Business Management and a minor in CIS. Ashley currently lives in South Boston and grew up in Norfolk, MA.
  
  
  
  

• Chelsea Gavitt, IR&M - Vice President

  Chelsea Gavitt is Assistant Vice President, Manager of Performance and Security Analytics at Income Research + Management in Boston.  She focuses on team building, problem solving, process analysis, process improvement, risk identification and strategic planning.  Her team is responsible for pricing, analytics, performance, attribution and GIPS.  Chelsea also serves as the Volunteer Action Committee chair at IR+M which aims to increase IR+M’s commitment to volunteerism by organizing group volunteer events, as well as researching and communicating longer-term individual opportunities.  She graduated from Northeastern University in 2007 with a BS in Finance and Accounting, Mathematics minor.  Chelsea’s ongoing volunteer efforts include work with Expect Miracles Foundation, Rosie’s Place, HomeStart, New England Center for Homeless Veterans, The Greater Boston Food Bank and Cradles to Crayons.  Chelsea resides in Boston and enjoys swimming, reading, camping, snowboarding, traveling to new places, attending philanthropic events and spending time with friends and family.
  
  
  

• Raj Kalra, Eastern Bank

  Raj Kalra is a Vice President with Eastern Bank’s Business Banking division in the Greater Boston area. He is responsible for cultivating relationships with business owners and assisting them in accomplishing their business goals via customized banking solutions including: commercial and business loans/lines of credit, cash management solutions, and business consulting. He recently joined Eastern Bank in September of 2015 and prior to that, worked at Citizens Bank for 4+ years in both sales and management positions. Raj graduated from Framingham State College with a B.S. in Finance. As for volunteer work, Raj participates in Cradles for Crayons and various Walks for Cancer. He grew up a Natick native and moved to South Boston shortly after graduating college. For fun, Raj likes to participate in recreational sports leagues, snowboard, travel, and spend time with family & friends.
  
  

• Mario Reto, Ampersand Capital Partners

  Mario is an associate at Ampersand Capital Partners, a middle market private equity firm focused on growth equity investments in the healthcare sector. Prior to Ampersand, he worked at PNC Riverarch Capital in Pittsburgh, and TM Capital Partners, a middle market investment bank in Boston. He graduated from Rochester Institute of Technology with a Bachelor of Science degree in finance and economics. Mario currently lives in downtown Boston and spends his free time playing hockey, kickboxing, traveling, and watching as many movies as he can.
  
  

• Daniel Martin, Eaton Vance

  Dan Martin started at Eaton Vance as a Mutual Fund Services Representative in January, 2018. In January, 2019 he became an Internal Wholesaler supporting his external partner in various ways to generate sales in their territory. Dan graduated St. Lawrence University in 2017 with a BS in Economics. He was on the St. Lawrence Alpine Ski Team and was very active on campus. In his free time, he enjoys time with friends.
  
  

• Maggie McGoldrick, Morgan Stanley

  Maggie McGoldrick is an Assistant Vice President in Morgan Stanley Wealth Management currently focused on Product Strategy & Relationship Management within the Investment Solutions Group. Maggie joined Morgan Stanley in 2013 as part of the Wealth Management Rotational Program, working across a variety of groups within Wealth Management. Maggie graduated from the College of the Holy Cross and holds a degree in Economics.

  Maggie grew up outside Boston and just recently moved back to the area after living in NYC for 4 years.
  
  

• Kate Richman, Financial Recovery Technologies

  Kate Richman is on the Operations Team at Financial Recovery Technologies in Medford, MA. At FRT, Kate focuses on class action settlement claims and remitting funds to clients once settlements have disbursed. She has been with the organization since December 2013. During her downtime at work, she organizes company activities including an annual Red Sox Game, trivia nights and other social functions.
  
  Kate attended the University of Connecticut where she personally witnessed four National Basketball Championships while receiving a BA in Psychology and a minor in Women's Studies. A native of East Greenwich, RI, Kate currently resides in Medford, MA.
  
  

• Meaghan Perry, Natixis

  Meaghan Perry is a Product Analyst at Natixis, working on the Request for Proposal team. While supporting all the major business units with State Street Global Markets, she has assisted with automating the RFP process. Meaghan joined State Street in June 2015 after graduating from Marist College, in Poughkeepsie NY. While at school, Meaghan was a member of the D1 Women’s crew team and was an academic tutoring with an emphasis in calculus and statistics. She currently resides in Somerville MA and has always been a Boston girl at heart.
  
  

• Christina Secatore, State Street

  Christina Secatore is an Associate with State Street Corporation, and is a founding member of the Regulatory Execution Group within Wealth Manager Services. She joined State Street in 2016, and is currently a part of the Future Focus Class of 2017, and working towards becoming a CFA Charterholder.
  
  Christina recently graduated with a B.S. in Financial Management from Clemson University; while there, she partnered with several philanthropic organizations, including Girls on the Run and the All in Foundation. Having grown up on the South Shore of Massachusetts, Christina spends her free time hiking throughout New England, at the beach, or with family and friends.
  
  

• Jaclyn Sostilio, Eaton Vance

  
  
  Jackie Sostilio is a Mutual Fund Specialist at Eaton Vance with a history of working in the Investment Management Industry since entering the workforce. In her current role, she supports broker dealers, assisting them in processing transactions and related trading functions. Jackie graduated from UMass Amherst in 2016 with a BS in Managerial Economics. Since working at Eaton Vance, she has passed her Series 7 exam and plans to take the Series 65 exam. In her spare time, Jackie enjoys hiking, hanging out with friends and family and exploring Boston!

• Kelsea Tower, Winthrop Wealth Management

  

  Kelsea plays a key role in developing and executing Winthrop Wealth Management's operational strategy, process improvement, and framework consistency. Her experience prior to joining Winthrop Wealth includes serving as a Business Associate at a quantitative investment firm in San Francisco, an Assistant to Financial Advisors in San Diego, and a Summer Associate on Voya Financial’s consulting team in the Greater Boston Area. Kelsea holds a BBA in Finance and a minor in Psychology from University of San Diego. Having grown up in Duxbury, MA, she is happy to be back on the east coast and currently resides in South Boston.
  
  

 


Members of the 2018 NYC Leadership Team at the 2nd Annual Kan Jam Classic (April 2018)

• Matt Mackay, J.P. Morgan - YPEM New York President

  Matt Mackay is an Executive Director with J.P. Morgan and a member of the Sales team in the Corporate & Investment Bank. He joined J.P. Morgan in 2007, spending 8+ years within the Investor Services business in both the US and Australia. In his various roles Matt managed multiple teams across Alternative Investment Services and Investment Analytics products for both fund manager and institutional investor clients. He moved into the Sales organization of Investor Services in 2015 covering the Asset Manager segment.
  
  Matt holds a B.S. in Economics from Lehigh University and is a CFA Charterholder. For volunteer work, Matt has been involved with various organizations in the US and Australia including Matthew Talbot, Football United and ABCN Sparks. Matt grew up in Rye, NY and currently resides in Manhattan.
  
  

• Matt Collins, Morgan Stanley

  Matt Collins is an Analyst at Morgan Stanley in the CMBS originations and lending group. Matt’s role focuses on underwriting and structuring loans on Commercial Real Estate assets, including office, retail, and hospitality properties. Matt graduated from Cornell University’s Dyson School in 2011, where he double-majored in Finance and Marketing. In his free time Matt likes to ski, go to the beach, and play golf with his father and friends. He grew up on eastern Long island and currently resides in Manhattan.
  
  

• Heather Connelly, Dun & Bradstreet

  Heather Connelly is an Account Manager at Dun & Bradstreet. She is responsible for understanding the customer's business goals, challenges, and requirements while aligning and applying Dun & Bradstreet’s data and analytics solutions in such areas as Supplier Risk, Sales Acceleration, Marketing, Compliance, and Master Data solutions. Prior to joining Dun & Bradstreet she worked at ICE Data Services, and Interactive Data.
  
  Heather's support and continuous effort to the fight against cancer is in memory of her mother, Victoria Connelly.
  
  

• Brianna Day, Ernst and Young

  Brianna Day is an Manager at Ernst and Young and a member of the Technology Transformation and Advisory Services practice in the EY Financial Services Office. She joined Ernst and Young in 2016, with previous work experience at Barclays and Goldman Sachs. She has six years of experience in the Financial Services Industry and specializes in Executive Stakeholder Management, concentrating in Wealth and Asset Management.
  
  Brianna holds a B.S. in Pre-Med Human Biology from the University at Albany where she played Division I Lacrosse. For volunteer work, Brianna has been involved with various organizations in the US and Panama, including Johns Hopkins Global Medical Brigades, The Leukemia Lymphoma Society, The Wounded Warrior Project/Lacrosse Shootout for Soldiers and Harlem Lacrosse and Leadership. Brianna grew up in Massapequa, NY and currently resides in Manhattan. 
  
  

• Paul DeSalvo, J.P. Morgan

  Paul DeSalvo is a Vice President in J.P. Morgan’s Investor Services division of the Corporate & Investment Bank. He is a member of the sales team within the asset management segment responsible for building strategic partnerships with key clients across custody & fund services and prime services.
  
  Paul has 10 years of experience in the financial service industry. Prior to Investor Services, he held roles within J.P. Morgan Asset Management as well as J.P. Morgan's Risk Management division. He received a B.A. in Finance from Fordham University.
  
  

• Danielle Gaglione, Investopedia

  Danielle Gaglione is an Account Manager at Investopedia. Danielle is responsible for helping asset management firms as well as financial service providers advertise through digital, mobile, print and bespoke opportunities across the Investopedia portfolio. Prior to joining Investopedia she worked at the Financial Times and Tech Briefs Media Group.
  
  Danielle holds a BA in Marketing from The University of Tampa. As for volunteer work, Danielle previously volunteered for the Tampa Lighthouse for the Blind. She currently participates in various walks and races for charity in the New York City area.
  
  

• Brad Ispass, DWS

  Brad Ispass is a Director in the Investment Platforms & Research Coverage group at DWS Group. He joined the company in 2002. Prior to his current role, Brad led the US Client Strategy and Economics team where he was responsible for distribution strategy. Previously, he held numerous roles which were primarily focused on growing the global Asset Management business. Brad holds a BS in Finance from Lehigh University, where he was a member of the golf team.

  He received an MBA from New York University Stern School of Business. Brad currently resides in Melville, NY with his wife and two children.
  
  

• Justin Miller, SS&C Technologies

  

  Justin Miller is a Product Manager within the Asset Management Distribution Solutions group at SS&C Technologies. He is responsible for understanding the business needs of leading asset management firms and building data and analytics solutions to empower growth within their businesses. Prior to joining SS&C, Justin worked in the Client Group at AllianceBernstein where he was a Relationship Manager for the firm’s financial advisory clients.

  Justin holds a B.A. in Finance from Northeastern University where he was a captain on the Men’s Lacrosse team. He currently resides in Manhattan and enjoys golfing, skiing and hiking in his free time. 
  
  

• Jessica Pestronk, PIMCO

  

  Ms. Pestronk is a senior vice president and account manager in PIMCO’s New York office and a member of PIMCO’s U.S. global wealth management strategic accounts team. She is responsible for managing relationships with financial intermediaries serving the wealth management marketplace across all product and vehicle offerings. Prior to joining PIMCO in 2013, she was a municipal product specialist on the credit analytics and product solutions team at Morgan Stanley Wealth Management, where she was also responsible for fixed income sales, strategy and servicing for high net worth relationships. She has 10 years of investment experience.

  Ms. Pestronk holds an undergraduate degree in economics from Brown University where she was a captain on the Division I Women’s Gymnastics team. She grew up in Michigan and currently resides in Manhattan. 
  
  

• Emily Roberts, BlackRock

  Emily Roberts, Associate, serves as a Relationship Manager on the US Wealth Advisory National Accounts Team.  In this role, she is responsible for strategic partnerships, relationship management and business development for certain Independent Broker-Dealer  clients. Ms. Roberts earned a BS degree in International Relations from the University of Pennsylvania.
  
  

• Jill Rooney, Morgan Stanley

  

  Jillian Rooney (Howe) is a Vice President in Morgan Stanley Wealth Management currently focused on Product Strategy & Relationship Management within the Investment Solutions Group. Jillian joined Morgan Stanley in 2010 and has held various roles within the Finance & Wealth Management divisions. Jillian graduated from Penn State University and holds a degree in Finance and Economics. In her free time, Jillian enjoys traveling, fitness and spending time at the beach. Jillian grew up in New Jersey and currently resides in Manhattan with her husband.
  
  

• Luci Strauss Garren, Goldman Sachs

  Luci is a Vice President at Goldman Sachs Asset Management. At GSAM, she is a Relationship Manager in the third party distribution business, covering various wirehouse and broker-dealer firms. She joined Goldman Sachs in 2016. Prior to joining the firm, Luci worked at Morgan Stanley in both Investment Management and Operations. She received a B.A. from Elon University, magna cum laude with a major in Strategic Communications.
  
  

• Lanie Van Heerden, PwC

  Lanie is a Manager in PwC’s Asset Management group in NYC focusing on audits of Mutual Funds, Hedge Funds and Private Equity Funds. His past and present clients include New York Life MainStay Funds, JP Morgan Private Bank, Yorktown Energy Partners, and HSBC Private Equity Funds amongst others. He joined PwC in 2012 after previously having worked for another big 4 accounting firm in South Africa and the United States.
  
  Lanie holds a B.Comm in Law from Stellenbosch University and completed his graduate studies at the University of Cape Town, both in South Africa. He also holds a Chartered Accountant (South Africa) designation, and is a CPA licensed in New York. Lanie grew up in South Africa and currently resides in Brooklyn, NY with his wife. In his spare time he enjoys traveling, running and golf.
  
  

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