+Howard L. Wolk, Chairman
Howard Wolk is the Chairman of Financial Recovery Technologies (FRT) and the Co-President of The Cross Country Group (CCG), a privately held organization consisting of emergency assistance, direct marketing and customer service businesses serving Fortune 1000 clients. He began his career at Simpson Thacher & Bartlett LLP, where he participated in a number of corporate finance, merger and acquisition and joint venture transactions. He joined the White House as Associate Counsel for the transition team during the Clinton Administration, vetting candidates for positions in the Departments of Treasury and Justice. Mr. Wolk received B.A. and B.S.Ec. degrees from the University of Pennsylvania, a J.D. degree from Columbia Law School and an M.P.A. degree from Harvard’s Kennedy School of Government. He is a member of the Massachusetts, New York and DC Bar Associations. He is an Overseer of the Beth Israel-Deaconess Medical Center, a member of the Board of Visitors of Columbia Law School, and a member of the Board of Directors of Satellife, an international healthcare information services non-profit that supports community health organizations in Sub-Saharan Africa and elsewhere.
+Thomas O. Jones, Senior Advisor
Thomas Jones is a senior member of the advisory board for Financial Recovery Technologies (FRT) and works actively with FRT on a wide range of strategic and business issues. He was a co-founder of Epsilon, the nation’s leading database marketing company, and served as its CEO until it was acquired by American Express. A graduate of MIT and Harvard, he has taught on the full-time faculty of both the Harvard Business School and MIT’s Sloan School. Mr. Jones is featured in a number of HBS Publishing products, including the Harvard Business Review. He is a recognized expert in the area of customer loyalty and personalized marketing and speaks widely on issues relating to organizational innovation and transformation.
+David Lamere, Senior Advisor
David Lamere has over 30 years’ experience leading the strategic efforts for wealth management firms. Currently, David is a board member for Big Brothers Big Sisters of Massachusetts, Beth Israel Deaconess Medical Center and Babson College. Most recently, Mr. Lamere was hired to create and build the Private Wealth Management business for Fidelity Investments and served as President of the group focused on providing a full range of investment management, asset allocation, product, trust and other administrative capabilities to high-net-worth clients. Previously, Mr. Lamere served as Chief Executive Officer at BNY Mellon Wealth Management and was a member of The Bank of New York Mellon Corporation’s Executive Committee which identified the company’s strategies and policies. David oversaw the day-to-day operations of the division and was also responsible for the company’s on-going wealth management strategy. In addition, he led the integration of the Mellon and BNY legacy private wealth businesses and merging their respective mutual fund families into one. Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon’s Private Wealth Management group where he led Mellon’s private client services. He was responsible for coordinating all of Mellon’s nationally recognized investment, wealth management and private banking services. Mr. Lamere holds a Bachelor of Science degree from Babson College.
+James “Jim” P. Palermo, Senior Advisor
Jim Palermo is a Founding Partner at Breton Capital Management, LLC, a special situation private equity investment management firm. Jim began his career as a Financial Analyst and Accountant for the General Motors Corp. and later held Sales Management positions at Dancorp, Inc. He joined Mellon Financial Corporation in 1986, eventually becoming the Chief Executive Officer of the Asset Servicing group, continuing that role when Mellon Financial Corp. became Bank of New York Mellon in 2007. In 2010, Jim became the CEO of Global Client Management at BNY Mellon, responsible for the growth and enterprise-wide strategic partnership development of 900 complex global clients. In the past, Jim has served as the Vice Chairman of BNY Mellon and a member of its Executive Committee, as well as Chairman of BNY Mellon New England. Jim was also a Board of Directors Member for CIBC Mellon, Eagle Investments, ABN AMRO Mellon and the Americas Society. Mr. Palermo also served on the Board of Directors and as the Chairman of the Compensation Committee for the YMCA of Greater Boston.
+F. Meade Reynolds, Senior Advisor
F. Meade Reynolds is the Managing Director and Global Head of Fund Services for Brown Brothers Harriman & Co. Meade is responsible for fund accounting, fund administration, alternative investments, and global custody client service for BBH’s clients worldwide. Mr. Reynolds began his career at BBH in 1994 as a Section Head of the Corporate Actions Department. In 1997, Mr. Reynolds moved to Luxembourg and became Head of the Global Custody and Fund Accounting Client Service Group of BBH Luxembourg. Mr. Reynolds returned to BBH Boston in 1999 where he served as Relationship Manager in Investor Services prior to joining the Client Service Group. Mr. Reynolds has held previous positions at The Boston Company and Mellon Trust in their Global Custody Divisions.
+Steve Roycroft, Senior Advisor
Steve Roycroft is an accomplished business leader with over 20 years of operating experience that ranges from launching start-ups to running multi-billion dollar global enterprises. He is currently the CEO of RANE (Risk Assistance Network & Exchange), an information and advisory company serving the enterprise risk management market. Earlier in his career, Steve led the sales and commercial efforts for CCBN (Corporate Communications Broadcast Network), a pioneering network-based financial information and technology company. After seven years of rapid growth, CCBN was successfully sold to Thomson Reuters and became part of its Corporate Services division. Over the next eight years, Steve led this division serving as the Global Managing Director. During that period, the business substantially scaled to serve more than 7,000 companies globally with information and workflow solutions for finance, compliance, research and communication professionals. Steve then went on to lead the day-to-day operations of inVentiv Health Commercial, a diversified information, technology, and services company serving the global life sciences and healthcare market. He has extensive experience in building and commercializing businesses in the financial services, technology, healthcare, and media industries. Steve is a graduate from Stonehill College with a B.S. in Business Administration.