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Noble & Greenough School; B.S. Tufts University
After graduating from college, Jim joined Aetna Financial Services in the Management Training Program. During his tenure, he held management positions in Albany, NY; Dallas, Texas; Atlanta, Georgia; Washington, DC; and Baltimore, Maryland before returning to Boston as Head of Annuity and Pension Operations.
During his tenure as Head of the Annuity and Pension Operations, the operation grew from a small business unit to the 3rd largest pension operation in the US and was recognized as one of the most innovative business units in the industry.
In 2001, after 30 years at Aetna, Jim retired. Since retiring from Aetna, he has continued to consult for major labor unions such as the American Federation of Teachers on their pension plans.
He also began a new career in public service and is currently in his third term as Chair of the Board of Selectmen in his home town of Norfolk, MA. Jim has always had a passion for sports and continues that passion by officiating High School and College Ice Hockey to this day. Mr. Lehan and his wife, Betty, have been married for 43 years and have four wonderful children and eight grandchildren.
B.S Information Systems Management with a minor in Business Administration; M.S Information Technology; University of Massachusetts
Joseph Asaya, M.S is Senior Project Manager in the Global Business Services Department at Boston Scientific (BSC).
He is a board member of the Global Council of Inclusion in BSC. He founded corporate sponsored affinity groups within BSC and now functions as the Global Bridge Employee Resource Group (ERG) president across all BSC sites.
He was invited by President Barack Obama and wife Michele to a diversity dinner reception in recognition of his ERG functions for BSC employees.
Joseph is a Massachusetts and New York State licensed financial planner who enjoys helping families with their financial planning needs. He is a Massachusetts notary public who is active in community service. Joseph is a member of the Board of Trustees for the New Vision Foundation, which supports minorities in the Greater Framingham community. He is also a standing committee member for the Ways & Means committee Precinct 18.
A.S. Massachusetts Bay Community College; B.S. Suffolk University; MBA Suffolk University; M.Ed Boston University
After graduation from college, Tom taught mathematics and business education in the Boston and Arlington Public Schools. His business experience includes 20 years working for several multi-national companies in senior management positions as treasurer and chief financial officer. In recent years, Tom has served in private schools as treasurer and chief financial officer. He holds certification as a Massachusetts Schools Superintendent in addition to other schools certifications. Since his retirement, he has been in real estate development and consults private schools in construction, design/build projects. He holds licenses in the Commonwealth of Massachusetts as a builder and real estate broker. Mr. Britt and his wife, Judy have been married for 46 years and have four sons and seven grandchildren.
A.A. Liberal Arts MassBay Community College; B. A. English, minor Law and Politics Framingham State University; candidate for M.A. Public Administration
Laurie J. Carlson is a Supervisor at Massachusetts Department of Transportation (MassDOT).
She enjoys volunteering and believes in the power of mentoring others, helping others achieve their educational dreams as a member of the Foundation Board.
B.A. Colgate University; M.B.A. Boston University
In his 38 year career in business, Bob served in a range of sales executive and sales management positions, for 13 years in hi-tech with the IBM company and Wang Laboratories and 25 years in institutional investment management and advisory services with State Street Corporation, State Street Global Advisors, Citistreet and Ameriprise, where he was a Certified Financial Planner and financial advisor. In 1984, he was the state political director for President Ronald Reagan’s reelection campaign in Massachusetts and was elected delegate to the Republican National Convention as well as to the Electoral College.
In his post career, he serves as a class agent for Colgate University, as vice chairman of the finance committee at Saint Elizabeth’s church in Sudbury and is pursuing a graduate degree in public administration at Framingham State University. For the Pioneer Institute, he is the author of the soon to be published white paper “Increasing MBTA Ridership and Revenue with Company Commuter Benefit Programs”. Bob has been married to his wife Peggy for 35 years and they have two children, Caroline and Robert.
Hebron Academy; B. A. Washington & Lee University
Stephen has have been in the investment field for over 45 years in a number of different capacities. He was an account executive with Hornblower & Weeks, Hemphill, Noyes, Bache and White, Weld. While at Bank of Boston Stephen was in municipal investment banking. “Those positions gave Stephen a solid background for his primary career as an investment counselor at Loomis, Sayles & Co., Standard Chartered Bank and ending my career at Middleton & Company, where he was a managing director.”
Since officially retiring in June of 2011, Stephen has continued to act a trustee for a few of his clients. He has volunteered through the Financial Planning Association of Massachusetts to help local military personnel with their taxes and financial planning. He is a director of the Atlantic Salmon Federation and chairman of their investment committee responsible for managing their $12.5 million endowment. He is also a director of the Miramichi Salmon Association and serves on its investment committee. Stephen is also a member of the Chartered Financial Analyst Institute, the Boston Security Analysts Society, the Boston Economics Club and the Financial Planning Association of Massachusetts.
B.S. in Economics, University of Massachusetts; J.D. Suffolk University Law
Attorney James McKenzie is engaged in the private practice of law in the Norfolk, Middlesex, Suffolk and Plymouth County areas since 1980.
His practice concentrates in the areas of real estate, conveyancing, leasing, commercial and residential lending, advising small businesses, administration of estates, landlord and tenant matters and simple estate planning. Before entering into private practice, he worked for the U.S. Small Business Administration in the District Counsel’s office closing disaster related loans.
Mr. McKenzie is a member of The Massachusetts Bar Association, The Bar Association of Norfolk County, The Massachusetts Association of Bank Counsel and The National Association of Development Companies. He coauthored the Massachusetts Continuing Legal Education volume entitled “Public, Quasi-Public and Private Financing.”