At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Massachusetts based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
CFO of Bain Capital Ventures
Andy joined Bain Capital in 2004 and currently serves as Vice President of Finance of Bain Capital Ventures. Prior to joining Bain Capital, Andy spent four years at PricewaterhouseCoopers. Andy received a BS in Accounting and Finance from Miami University and is a Certified Public Accountant.
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About Bain Capital Ventures: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Managing Director & Chief Financial Officer of Summit Partners
Adam H. Hennessey joined Summit Partners in 2004. Prior to Summit, he worked for Oxford Bioscience Partners and PricewaterhouseCoopers. Adam works in Summit’s Boston office. He received a BS in accounting and business planning & analysis from Babson College and an M.B.A. from Northeastern University. He is also a CPA.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Chief Financial Officer of Flywire
Michael Ellis is a financial operations professional with a deep background in technology and services companies. He served as the Controller of the Massachusetts Port Authority, a $500+ million transportation and services business. Previously, he was Chief Financial Officer for Eze Castle Software, Inc., and has also held senior management positions with SupplierMarket.com and PricewaterhouseCoopers. Michael received B.A., cum laude, with degrees in Accounting and Politics & Government from Ohio Wesleyan University.
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About Flywire: Flywire is a global payments enablement and software company.
CFO of Flybridge
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About Flybridge: Flybridge is a seed-stage venture capital firm investing with entrepreneurs to leverage the power of the community.
CFO of Highland Capital Partners
Jessica is the SVP, Finance for Highland. Jessica joined Highland in 2005 and is responsible for the financial affairs of the firm. Prior to joining Highland, Jessica worked for PricewaterhouseCoopers, where she worked in the firm’s private equity and mutual fund practices. Jessica began her career in the finance department at StorageNetworks. She is a member of the American Institute of Certified Public Accountants. Jessica earned a M.S.T, Taxation and a B.S., Accounting from Bentley College
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About Highland Capital Partners: Highland Capital Partners is a venture capital firm that offers seed, early, and growth-stage funding solutions.
CFO of Battery Ventures
Chris joined Battery Ventures in 2000. Prior to joining Battery, he held positions at Fidelity Investments, ITT Sheraton and Coopers & Lybrand. Chris holds a BS in Business Administration from SUNY Oswego and an MBA from University of Rochester.
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About Battery Ventures, Coopers & Lybrand, Sheraton Pacific Hotels: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Mary Bevelock Pendergast
CFO, Partner of F-Prime Capital
Mary Bevelock Pendergast joined F-Prime Capital in 2011 where she serves as Partner and Chief Financial Officer and manages the finance and administrative functions of the firm. Mary has over 25 years of industry-related experience. Prior to joining F-Prime Capital, Mary served in a similar role as the Chief Financial Officer of Globespan Capital Partners, a global venture capital fund investing in go-to-market rounds of information technology companies. Mary was the Senior Vice President of Finance and Administration at JAFCO Ventures before joining Globespan. She also served as Vice President of Finance and Administration for Pretzel Logic Software, a venture-backed software company, and as Managing Director of the Boston office of cyberCFO. Earlier, Mary was Managing Partner of PricewaterhouseCoopers’ Entrepreneurial Services Center, where she advised venture-backed and newly public companies on navigating the financial and operational challenges of growth. She also managed the firm’s relationship with a number of venture capital firms. Mary earned her Bachelor of Science degree from Boston College. She is a member of the Steering Committee of Boston’s Women in Alternative Assets and a member of the Council for Women of Boston College.
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About F-Prime Capital: F-Prime Capital is a venture capital firm investing in healthcare and technology.
Senior Vice President, Chief Financial Officer of State Street Global Advisors
Steve is Chief Financial Officer of State Street Global Advisors (SSGA), the investment management arm of State Street Corporation and a global leader in asset management. He is also a member of the Executive Management Group and Finance Executive Team. Steve joined SSGA in December 2015 after 13 years as Global Chief Financial Officer with BNY Mellon Investment Management, where he was responsible for the financial management of the asset management boutiques, distribution and wealth management businesses. In 2002, Steven joined Mellon Financial as CFO for Mellon Institutional Asset Management and served as Chief Financial Officer for Mellon International, based in London from 2005-2007. Prior to joining Mellon Financial, Steven was with BankBoston / Fleet Bank from 1990 – 2002 serving in a variety of finance and operations positions. From 1999 – 2002, he was the Chief Operating Officer and Chief Financial Officer for the European businesses of Fleet Bank based in London. Steven holds a B.A. in political science from State University of New York at Buffalo and an M.B.A. in finance from City University of New York at Baruch College. Steven is also a member of the Board of Directors for Boston Healthcare for the Homeless Program (BHCHP).
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About State Street Global Advisors: State Street Global Advisors is the investment management division of State Street Corporation
CFO of Hercules Capital
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About Hercules Capital: Hercules Capital is a capital market company that lends to technology, life sciences, and sustainable technology companies.
Managing Director, COO and CFO of Bain Capital
Michael Ward joined Bain Capital in 2003. He leads our investor relations team and is our Chief Operating Officer and Chief Financial Officer. Prior to joining the firm, Michael Ward worked at Digitas for five years and was responsible for day-to-day management as President and Chief Operating Officer, among other roles. Prior to Digitas, Michael Ward spent four years with Bain & Company and nine years with Price Waterhouse. Michael Ward received an MBA from The Amos Tuck School of Business Administration. He earned a BS in Accounting and Finance and a BAS in Chemical Engineering from the University of Pennsylvania.
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About Bain Capital: Bain Capital is a global alternative investment firm specializes in private equity, venture capital, and credit products.
Chief Financial Officer of .406 Ventures
So June Min is the CFO at .406 Ventures.
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About .406 Ventures: .406 Ventures provides capital and support for early stage technology companies.
CFO & Managing Director of Clean Energy Venture Group
Wanda Reindorf is a member of the Clean Energy Venture Group and is an experienced executive who has been a CFO and business consultant with VC backed start-ups through public companies. She has worked with energy companies in the areas of energy efficiency, utilities, renewable energy, smart grid, demand response and energy services, and was involved in developing early solar power plants. She brings 20 plus years of expertise in strategy, operations and finance with extensive global experience. Ms. Reindorf is currently a board advisor to several clean tech companies and investor in a number of clean energy companies. Previously, she was Executive Vice President & Chief Financial Officer of Conservation Services Group for nearly a decade. CSG designs, develops, and delivers energy efficiency and clean energy programs and services nationwide. Prior experience includes PWC (PriceWaterhouseCoopers), Strategy and Operations Consulting Services in New York and Europe, work at the board level with a number of Wall Street firms, and SVP of Business Strategy at a financial services company. Wanda is actively involved in the clean energy field in addition to advisory and investment activities. She co-chairs the Workforce Development Committee for the New England Clean Energy Council, has been appointed by Governor Patrick to the Workforce Investment Board representing the Clean Energy sector, is on the Advisory Board of the Center for Sustainable Enterprise and Regional Competiveness, and received the Clean Energy Leadership Award by the New England Clean Energy Council. Wanda has frequently spoken at industry events, conferences and educational institutions on the subject of clean energy. These include lecturing at Yale University School of Management, Yale School of Environmental Studies and Harvard University, Kennedy School: Asia Energy Leaders. She also has been a mentor for several MIT clean energy companies. Wanda has an MBA from Yale University, School of Management and a BA, summa cum laude, Phi Beta Kappa, from the University of Pennsylvania. She also has a CPA license, is fluent in 5 languages and is a licensed pilot.
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About Clean Energy Venture Group, GXT Green: Clean Energy Venture Group is an angel investment group that provides seed capital and management expertise to early stage clean energy.
Chief Financial Officer and Company Secretary of Cambridge Innovation Capital
Rob Sprawson is Chief Financial Officer and Company Secretary for CIC. He has more than 20 years of professional and commercial experience providing strategic, financial and corporate finance advice to Boards and shareholders, especially in the pharmaceutical, biotechnology, technology and technology consulting industries. His previous roles have included Chief Financial Officer of Altacor Limited, an ophthalmic specialty pharmaceutical company, Chief Financial and Commercial Officer of Warwick Ventures Limited, the Technology Transfer Office of the University of Warwick, Chief Financial Officer of an AIM listed drug development company and Senior Manager, Corporate Finance at PricewaterhouseCoopers. Rob also acted as a consultant to Lumora Limited, a molecular diagnostics company spun-out from the University of Cambridge, from January 2010 until the sale of the business to Roche and ERBA Diagnostics Mannheim in 2015. He is a Fellow of the Institute of Chartered Accountants in England and Wales and holds a BA (Hons) in Accounting and Financial Analysis from Newcastle University.
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About Cambridge Innovation Capital: CIC backs life sciences and technology companies in Europe’s leading ecosystem, Cambridge. A preferred investor for the university.
Executive Vice President & Chief Financial Officer of MassMutual
Elizabeth Ward is the Executive Vice President & Chief Financial Officer at MassMutual.
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About MassMutual: MassMutual is a mutual life insurance company that provides investment management and trust services.
CFO Advisor Upround Finance of Givinga
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About : Givinga is a provider of financial technology platform for employers.
Chief Financial Officer of 1251 Capital Group
Cory Boyle is the Chief Financial Officer of 1251 Capital Group. Prior to joining the firm, he was a Director at Affiliated Managers Group (NYSE: AMG) where he was responsible for AMG’s global tax provision and tax compliance reporting. AMG is a public asset management firm with over $800 billion in assets under management. Prior to AMG, Cory Boyle worked as a manager at Ernst & Young, LLP where he provided tax, accounting and audit support to the firm’s asset management, banking and insurance clients. Cory Boyle holds a B.S., magna cum laude, in Finance and Accounting from Boston College. He received an M.S. in Accounting from Boston College, and is a Certified Public Accountant.
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About 1251 Capital Group: 1251 Capital Group is a financial services holding company with deep industry operating experience.
Executive Vice President, CFO of Allied Minds
Joe Pignato is the CFO of Allied Minds. Prior to joining Allied Minds, Joe was the CFO of Swipely, Inc. During his ten years in the venture capital industry, he served as General Partner, COO and CFO of two separate early stage venture firms – Charles River Ventures and Prism Ventures. Early in his career Joe served in various senior financial roles including CFO at Lightbridge, Inc., a publicly traded software company. Joe started his career in public accounting at Deloitte. Joe is a Certified Public Accountant in the Commonwealth of Massachusetts and earned his BA in Financial Economics from Saint Anselm College.
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About Allied Minds: Allied Minds is a private investment firm that forms, funds, manages, and builds start-ups.
Vice President & Chief Financial Officer of Northeast Retirement Services
Chris Ellis has over twenty years of finance and accounting experience, including significant experience in senior leadership roles across a wide range of businesses. Previous positions include VP Finance and Administration at iMakeNews, Inc., Corporate Controller at Engage, Inc., and six years in public accounting. Chris received a B.S. degree in Accounting from the University of Massachusetts at Dartmouth and an M.B.A. from Bentley University. Chris is also a Certified Public Accountant in the Commonwealth of Massachusetts.
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About Northeast Retirement Services: Northeast Retirement Services provides administration and processing solutions for employee benefit plans and charitable programs.
Managing Partner, CFO and CCO of Potamus Holdings
Kristin Linnell is a Managing Partner and the firm’s Chief Financial Officer and Chief Compliance Officer. Ms. Linnell oversees the firm’s accounting, financial reporting, tax, operations and compliance functions. Prior to co-founding Potamus, Ms. Linnell was the Director of Finance and Head of Compliance for PhaseCapital LP and has previously held similar positions at multi-strategy hedge funds and hedge fund administrators.
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About Potamus Holdings: Potamus Holdings is a technology company.
CFO of Satuit Technologies
Chief Financial Officer. Prior to joining Satuit in 2004, Mr. Nothern was a portfolio manager responsible for more than $10 Billion in Fixed Income portfolios at MFS Investments. He also worked at Merrill Lynch in Manhattan as a derivatives and futures specialist. Mr. Nothern holds a bachelors degree from Middlebury College and an MBA from Boston University. Steven has volunteered for organizations outside Satuit such as The Habitat for Humanity and The Carter Center. “I find inspiration in former President Carter’s example of public service. For me, helping to strengthen emerging democracies is not about spreading our values so much as supporting the very basic of Human rights, the right to self-determination”, says Steven.
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About Satuit Technologies: Satuit Technologies Inc. is a global leader in CRM and investor portal software for Buy-Side asset managers
John L Hackett
Chief Financial Officer of BDC Capital Corporation
John L. Hackett is the Chief Financial Officer for BDC Capital. He is primarily responsible for the oversight of the financial management and reporting of the Company. In addition, John is responsible for the administration of the BDC Capital loan portfolios and the ongoing maintenance of relationships with existing customers. John earned a B.S. with a concentration in Accounting from Boston College in 1987. He is a Certified Public Accountant in the state of Massachusetts. He is also a member of the AICPA. John began his accounting career in the Audit Department of Coopers & Lybrand. After leaving public accounting, John has held various financial management positions for companies in a diverse set of industries. He brings with him nearly 20 years of financial experience in both the public and private sectors.
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About BDC Capital Corporation: BDC Capital has been recognized locally and nationally as a leader.
Carl M. Carlson
CFO of Brookline Bank
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About Brookline Bank: Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships.
President, CFO and Co-Founder of LifeYield
Michael was the Chief Financial Officer at Upstream Technologies, starting in 2002. Upon the sale of Upstream in May 2007 to CheckFree Investment Services, now Fiserv, Michael was Vice President of Advanced Trading Solutions at CheckFree and Chief Financial Officer of CheckFree Securities, CheckFree’s broker dealer subsidiary. Prior to Upstream, Michael was CFO of Collectsafe, a developer of web-based anti-fraud technology. Before Collectsafe, Michael was Vice President and Co-founder of the Private Equity Group at Wit Capital Corporation (now part of UBS), a pioneer in investment banking technology, and was an associate in Cowen & Company’s Private Transactions Group. Michael has a B.A. from Vassar College, a J.D. from Boston College School of Law, and is a member of the New York and Massachusetts State Bars.
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About LifeYield: LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.