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)

• 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.
  
  
  

• Geoff Allen, Fidelity

  Geoff Allen is director of business development for Fidelity FundsNetwork, the industry’s largest open-architecture fund “supermarket” platform. With $1.9 trillion in assets (as of 6/30/18) held in 20,000+ third-party funds offered by 700 investment firms. Prior to this role with FundsNetwork, Geoff was a director of marketing within Fidelity Clearing & Custody Solutions. Prior to joining Fidelity, he worked as a management trainee for Wilmington Trust. Geoff earned his Bachelor of Arts degree in international studies from Middlebury College and his MA in Regional Studies from Harvard University.
  
  

• Max Beimler, Reebok

  Max Beimler is a Product Marketing Coordinator for the Classics Dept at Reebok. In his current role, Max is responsible for managing systems and product sample management as well as trend forecasting. Max is a former Jimmy Fund patient and Leukemia Survivor. He is excited to be joining the YPEM team and is always looking for ways to give back to doctors and nurses who saved his life. 
  
  

• Dylan Cowley, Brown Brothers Harriman

  

  Dylan Cowley is a Business Analyst within the Client Service Discipline at Brown Brothers Harriman. In his current role, Dylan is responsible for key performance indicator reporting, which is in turn used to inform and enhance our service offerings. Dylan also serves as the co-chair of Brown Brothers Harriman’s Young Professionals Network (YPN), a volunteer based internal networking organization. In this role, he is responsible for managing budgets and organizing events aimed to engage, educate and inspire new employees.

  
  
  

• Shannon Cullinane, John Hancock Investment Management

  Shannon Cullinane joined the John Hancock Investment Management team in February 2019 as the National Accounts Sales Assistant. She focuses on supporting the National Accounts team and making strides for JHIM to become champions of Diversity & Inclusion. Shannon graduated from Westfield State University with a Bachelor of Arts degree in Public and Corporate Communications with a minor in Business Management. Shannon is from West Bridgewater, MA but is excited for her next chapter of living in Beacon Hill. In her spare time, she loves to travel to new places, volunteer within her community, and be around family and friends.
  
  

• 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.
  
  

• Melissa McNeillie, John Hancock Investment Management

  Melissa is a Relationship Manager on the National Accounts team with John Hancock Investment Management focused on wirehouse partner relations. Melissa joined John Hancock in 2014 as a Sales Assistant to the National Accounts team where she passed the Series 7 and 63 exams. She previously worked at a Providence based technology start up as a Sales Development Representative. Melissa graduated from Roger Williams University in Bristol Rhode Island with a degree in Marketing and Global Communications.  Melissa is from Franklin, MA and currently resides in Quincy, MA, where she enjoys exploring local beaches and hiking trails in Blue Hills Reservation

  
  

• 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. 
  
  

• 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.
  
  

• 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.
  
  

• 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!

• Casey Teal, Fidelity

  

  Casey Teal is a Director of Relationship Intelligence at Fidelity within the Enterprise Relationships Group (ERG), where she provides relationship management support for some of Fidelity’s most strategic clients. She joined Fidelity in July 2015 directly into their premier leadership development program where she rotated around the organization in six-month assignments for 2 years. Prior to Fidelity, Casey spent 7 years with KPMG in their international tax group where she prepared US income tax returns for expatriates.  Casey graduated from SUNY Geneseo with a Bachelor of Science in Business Administration, and she also holds an MBA from Boston College.  Casey grew up in Buffalo, NY and spends her free time traveling, playing pub trivia and being involved in her church community.

  
  
  

• 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 2019 NYC Leadership Team at the 3rd Annual Kan Jam and Cornhole Classic (April 2019)

• 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.
  
  

• Brianna Day, Ernst and Young - YPEM New York Co-Vice President

  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. 
  
  

• Luci Strauss Garren, Goldman Sachs - YPEM New York Co-Vice President

  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.
  
  

• 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.
  
  

• 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.
  
  

• Kelli Mesi, BNY Mellon Investment Management

  Kelli Mesi is a Vice President and Relationship Manager for BNY Mellon Investment Management. In this role, she is responsible for establishing productive, professional relationships with key personnel in her assigned distribution channels as well as investment product placement at BNY Mellon Investment Management.
   
  Kelli joined BNY Mellon in 2015 from Merrill Lynch where she spent 5 years as a Wealth Management Specialist. In this role, Kelli served as the managed product expert for over a thousand Merrill Lynch financial advisors across eleven states. Kelli was responsible for the support and distribution for Merrill Lynch’s full suite of Managed Solutions products including PIA, MLPA, UMA, Consults, SPA and Blackrock PI. She provided tailored guidance and expertise on platform features and benefits with a focus on practice management and investment construction. Drawing upon the vast investment resources of Merrill Lynch, she delivered highly personalized advice to our Financial Advisors.
   
  Kelli has over 12 years of industry experience. She earned a B.S. in Finance from The College of New Jersey and holds the Series 7 and 66 FINRA licenses.

• Melaina LaSalle, Nielsen

  

  Melaina LaSalle is a Digital Client Services Manager at Nielsen.  She is responsible for managing a portfolio of major media brands partnered with Nielsen and growing those partnerships  through data and insights solutions that provide measurement on digital advertisements.   Prior to joining Nielsen, Melaina worked as a Sales Representative at IBM, where she engaged industry leaders with cognitive software solutions. 
  
  Melaina holds an undergraduate degree in Marketing and Entrepreneurship from the University of Notre Dame.  In her free time, Melaina enjoys traveling, cooking and reading.   She grew up in Ft. Lauderdale, FL and currently resides in Manhattan.

• Andrew Pandolfo, Legg Mason

  Andrew Pandolfo is an Internal Regional Director with Legg Mason and a member of the U.S Distribution team. As an Internal Regional Director he cover nine different states across the Northeast, and works hand in hand with financial advisors. As a strategic partner he is responsible for cultivating relationships with Financial Advisors and growing market share within the Northeast. Andrew helps Financial Advisors put together custom tailored solutions for their clients, and puts a high priority on maintaining important relationships. 
   
  Andrew joined Legg Mason in 2017, prior he was a Junior Partner at Infinex Wealth Advisors. In this role he was working with four financial advisors actively helping growth their books of business and managing their clients. Andrew holds a B.S. in Economics from the University of Connecticut. He was a member of Phi Gamma Delta fraternity while at UConn. Growing up in a close family, it has made Andrew a family first person. 

  
  

• 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.
  
  

• Kelly Rupinski, PwC

  Kelly Rupinski is an Assurance Associate within the Real Estate team at PwC. She graduated Summa Cum Laude from Boston University where she earned a B.A. in Business Administration with concentrations in Accounting and Finance. Additionally, Kelly holds a CPA for the state of NY. Kelly grew up in New Jersey and now lives in Manhattan. In her free time she enjoys running, traveling and exploring the City
  
  

• Maggie Schell, Deloitte Consulting

  Maggie Schell is a Consultant with Deloitte Consulting practice. Her work at Deloitte has focused on digital strategy, growth transformation, and artificial intelligence applications across Life Sciences and Healthcare. She graduated Cum Laude from Harvard University with a B.A. in Psychology and a language citation in Mandarin Chinese. Prior to Deloitte, Maggie had internship experiences in Life Sciences consulting, cognitive neuroscience research, and international education.
  
  

• 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.
  
  

BECOME A YPEM AMBASSADOR

A YPEM ambassador acts as a liaison between the Ambassador's company, personal network, and YPEM. An Ambassador helps YPEM by:

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