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Since inception, Bottom Line has benefited from the dedicated involvement from individuals throughout the community. Our Leadership Team is currently made up of three boards of advisors that help to guide our growth. We currently have a Board of Directors and a Worcester Advisory Committee.

Board of Directors
Bottom Line's Board is comprised of 14 individuals from the greater Boston community:

Peter Bishop, Morgan StanleyViola Morse, Brandeis University
George Chu, Citizen SchoolsCharles J. O'Connor III, Fidelity Investments
Kevin Connolly, State StreetC. Sura O'Mard, Boston Public Schools
Patrick Day, University of Massachusetts at BostonPatti Saris, United States District Court
Emerson Foster, The Mentor NetworkMarc Smith
Alan Halfenger, Bain CapitalDave Terry, Chartis Healthcare
John Lewis, Seyfarth ShawMichael Volo, Fidelity Investments


Worcester Advisory Committee 

There have been many early supporters of our efforts to open an office in Worcester, Massachusetts. Several of those individuals are now formal members of our Worcester Advisory Committee to play an integral role in the development of our office and success reaching the wider community. The Chair of our Worcester Advisory Committee will also sit on our Board of Directors.

Charlie J. O'Connor III, Fidelity Investments John Alexandrov, Legacy Capital Solutions
Jacqueline Peterson, College of the Holy Cross Mario Silva-Rosa, Assumption College
Mary O'Sullivan, University Park Campus School Gillian Taitz, Staples
Tom McGregor, Bank of America Averil Capers, Worcester Telegram and Gazette
Linda St. John, Fallon Community Health Plan James Leary, UMass Medical School


Board of Directors

Peter Bishop, Morgan Stanley 
Peter is a product of the Worcester, MA Public Schools and has been a member of the board since 2006. He joined Morgan Stanley in 2009 after a 15-year career at Goldman Sachs. He is part of a 5-person team that advises wealthy family groups. Peter received his MBA from the Amos Tuck School of Business at Dartmouth College and earned his BS at the United States Naval Academy in 1985, where he played for the Navy hockey team. During his 7 years of military service, Peter completed a 2-year post-graduate program in Nuclear Engineering, served as a nuclear engineering officer on the USS Long Beach, and taught engineering to newly commissioned officers. Peter is a founding member of the Boston Medical Center Trust. He lives in Wellesley with his wife Pattie and his 3 children, Lauren, Bryan and Kristen.

George Chu, Citizen Schools 
George joined the Bottom Line board in 2005. He is currently the Chief Financial Officer at Citizen Schools. Prior to Citizen Schools, George worked as a consultant for the Bridgespan Group, a non-profit consulting firm where his work has centered on his passion for youth and education with such organizations as Year Up, City Year, New Sector Alliance and the College Board. Prior to his non-profit work, he was a management consultant at Arthur D. Little and a manufacturing engineer for Varian Semiconductor Equipment Associates. George also serves on the board of ESAC, a community-based, non-profit, multi-service agency that strives to improve the quality of life for residents of Boston and eastern Massachusetts, particularly the young and the old, through innovative programs in homeownership, education and community service. He currently resides in Jamaica Plain with his wife Carolyn and his son, William.

Kevin Connolly, State Street 

Patrick Day, University of Massachusetts at Boston 
Originally from Toledo, Ohio, Patrick Day began his career working as an undergraduate in the Northwestern University Office of Undergraduate Admission, recruiting students of color to the University. After graduating with a Bachelor of Science Degree in Education and Social Policy, he moved to Texas to serve as the Coordinator of Multicultural Student Services at Texas Tech University. He was promoted to Assistant Dean of Students and his responsibilities included the orientation, retention, and leadership development of students at the University. After completing a Master of Education Degree in Higher Education Administration while working at Texas Tech, Patrick moved to Charlotte, North Carolina to serve as the Assistant Vice President for Student Affairs/Dean of Students at Johnson C. Smith University. After seven months at the historically black university and at age 28, he became the Senior Student Affairs Officer at the institution charged with leadership of the entire Division of Student Affairs. Upon leaving JCSU, Patrick became the Associate Vice President for Student Affairs at Temple University becoming a senior administrator at the institution of 34,000 students. In July 2006, Patrick Day was appointed the Vice Chancellor for Student Affairs at the University of Massachusetts Boston. As the Chief Student Affairs Officer at the urban campus of the University of Massachusetts System, he provides leadership for the co-curricular educational experience of the University.

Emerson Foster, The Mentor Network 
A native of Jamaica, Emerson Foster is a product of the Lynn, MA Public Schools. He was the first in his family to graduate from college when he completed his Bachelors degree at the University of Rhode Island in 1990. Emerson began his career at Stop and Shop in 1995. In 1996 he was asked to lead Stop and Shop's diversity efforts. He also held the titles of Director of Talent Acquisition and Senior Director of Community Relations during his time there. Emerson currently works at The Mentor Network. In addition to supporting Bottom Line, Emerson is the founder of Men of Action, a program that brings professionals of color into the DYS system to mentor incarcerated youth. Emerson has served on the Bottom Line board since 1998 and lives in Canton, MA with his wife Anna and children Alana and Devin.

Alan Halfenger, Bain Capital 

John Lewis, Seyfarth Shaw 

Viola Morse, Brandeis University 
Viola Morse joined the board in October 2005 as a result of her strong interest in educational opportunities for underserved populations. She came to this country as a child, having lived in several other countries before settling in New York City. English was her fifth language. As a young adult, Viola moved to Boston and started her career working in health care management. Her career expanded to Marketing, Communications and Program Management in the non-profit sector, mostly in educational and health care institutions. Viola received a B.S. from New York University and an MBA from Suffolk University; She lives in Wellesley with her husband Richard, and two children who are both currently away at college. Both children were adopted from Ecuador. She has continued her strong connection to Ecuador by supporting an orphanage there, running semi-annual Mission Trips to Quito and creating a child sponsorship program through a local church.

Charles J. O'Connor III, Fidelity Investments 
Charlie O'Connor is senior vice president of Fidelity Investments, the largest mutual fund company in the United States and No. 1 provider of workplace retirement savings plans. Charlie leads the client relationship management team serving tax-exempt employers. He joined Fidelity in 2000, after serving in the United States Air Force for 24 years where he held a variety of senior leadership positions, from the Pentagon to Okinawa to Capitol Hill. Charlie serves on the Board of Trustees for Worcester Academy and is a member of several professional and benevolent organizations. He earned a BS degree in Business, from Norwich University, an MBA from Golden Gate University, and an MA degree in National Security Strategy and Policy from the Naval War College. Charlie and his wife Liz have five children and reside in Worcester.

C. Sura O'Mard, Boston Public Schools 
Sura joined the board in September 2007. She has worked in the Boston Public Schools since 1987. She began her educational career as a bilingual teacher at the Mattahunt School in Boston and in 1999 she became Principal of the Ralph Waldo Emerson School. Prior to her education experience, Sura was a Contract Administrator for the Department of Transitional Assistance and a Marketing Representative at the Boston Housing Authority. She holds a BA from UMASS Amherst and a Masters degree in Education Administration from UMASS Boston. In addition to serving on Bottom Line’s Board, Sura serves as a board member of the Shirley Eustis House in Roxbury and is a member of the DOME advisory council which supports Science Technology, Engineering and Mathematics (STEM) initiatives. She is a member of the Massachusetts Association of Elementary School Principals, the Black Educator's Alliance of Boston and CSAME Educator's Alliance. She currently resides in Mattapan, MA.

Patti Saris, United States District Court 
Judge Patti B. Saris was born in Boston, Massachusetts, and has resided in the Boston area for most of her life. She is graduate of the Girls' Latin School, Radcliffe College and Harvard Law School. After graduating from law school she clerked for the Supreme Judicial Court and then went into private practice. When Senator Edward M. Kennedy became chairman of the Senate Judiciary Committee she moved to Washington D.C. and worked as staff counsel. She later became an Assistant United States Attorney, and eventually chief of the Civil Division. In 1986, Judge Saris became a United States Magistrate Judge, and in 1989, she was appointed as an Associate Justice of the Massachusetts Superior Court. In 1994, she was appointed to the United States District Court by President Clinton. Judge Saris is active on various judicial committees and was on the Harvard Board of Overseers. The mother of four children, Judge Saris is married to Arthur Segel who teaches at Harvard Business School.

Marc Smith 
Marc has been in the retail food business for the last thirty years. He spent the last eighteen years with Stop and Shop in several roles, leading up to a six year assignment as CEO. A graduate of SUNY Albany, he has been involved with the Bottom Line and believes passionately with it's mission. Marc and his wife Mary Ellen live in Duxbury Ma. and have two children, Ben and Alexandra.

Dave Terry, Chartis Healthcare, Chair 
Dave is a native Bostonian and a product of the Boston Public schools. He credits his admission to college to the diligence and persistence of his guidance counselor at the Boston Latin School. Dave is an experienced healthcare executive with over 17 years in the industry. Currently, he serves as President at Chartis Healthcare. Prior to working at Chartis, he was the President of Salvectus Healthcare, an investment firm he founded that focused on acquiring and managing middle market healthcare services companies. Before founding Salvectus Dave was the Senior Vice President of Business Development for Harborside Healthcare, a private equity backed long term care company. At Harborside he led the company's Ancillary Services Division. In the past Dave has held senior positions in healthcare general management, mergers and acquisitions, management consulting, and IT development and implementation. Dave holds an MBA from Harvard Business School and a BA from Columbia University. He lives in Brookline with his wife Emily and three children, Julia, Henry and Miles.

Michael Volo, Fidelity Investments 
Mike Volo is senior vice president of Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans and a leading online brokerage firm. Mike is responsible for marketing and communications to Fidelity's workplace retirement savings plan clients. Mike re-joined Fidelity in 2005, leading the client relationship management team serving tax-exempt employers. He joined Fidelity from Scudder Investments, a division of Deutsche Bank, where he held a series of leadership positions, including managing director of Marketing and Product Management for the firm, chief operating officer of Scudder Distributions, Inc., and president of Scudder Trust Company. Mike has also held senior positions at two Fortune 500 financial services organizations. Mike earned a Bachelor of Science degree from Boston College and resides in Sudbury with his wife and three children.