In Person
Building a New Path to Generational Wealth
Denisha McDonald has made it her mission to help residents of Boston’s underserved neighborhoods build wealth through homeownership. Now she’s partnering with HYM Investment Group on a proposal that includes 40 market-rate condominiums in Roxbury.
A Framework to Help Understand Customers
Even before the pandemic, the “Amazon effect,” had changed consumers’ expectations about how they interact with companies. The Aite-Novarica Group’s Paul Legutko wants to help lenders meet these demands.
Charting Roadmaps for Tech Growth and Public Health
Using the same collaborative strategies that powered the Cambridge Innovation Center, founder Tim Rowe has helped Massachusetts fight the COVID-19 pandemic with hundreds of testing sites and vaccination clinics.
Lobby Art Raises Funds for Research
When Boston Private wanted to present board members and clients with artwork several years ago, they turned to Art in Giving, co-founded by Eliane Markoff. The nonprofit raises money for pediatric cancer research.
Positioning Roxbury for an Infusion of Investment
Neighborhood activists founded Madison Park Development Corp. in the 1960s to fight urban renewal and its demolition of Roxbury properties. Now, its new head Leslie Reid is looking to accelerate affordable housing production on long-neglected parcels.
The Woman Who Reshaped a Waterfront
Boston only has the world-class waterfront it does today thanks to Vivien Li and her decades of work marshaling support from developers and elected officials to clean up the harbor.
Mhatre Marks First Year As CEO
In his first year helming Berkshire Bank, CEO Nitin Mhatre has had to steer the bank through challenging waters as he and other senior leadership tried to rescue it amid the uncertainty of the COVID-19 pandemic.
Assessing Multifamily Deal-Breakers Through Due Diligence
Breaking down barriers to multifamily development in Massachusetts runs in the family for Geoff Engler.
HarborOne’s Longtime Leader Nears End of Career
HarborOne’s James Blake decided early in his career that he wanted to be a bank president. Once he got there, he led what was once a credit union through a period of remarkable growth.
Tracking How Commercial Buildings Measure Up
JLL’s recent $300 million acquisition of Boston-based proptech company Building Engines, headed by CEO Tim Curran, brings together one of the world’s largest brokerages and a leading provider of building data and operations programs.
An Entrepreneurial Vision for Affordable Housing
At Capstone Communities, Jason Korb works with towns and cities to build new or adapt old buildings for market-rate and affordable housing, completing over $60 million in projcts in the last 10 years.
An Employee Benefit to Promote Financial Wellness
Littleton-based Workers Credit Union launched a new employee benefit for area businesses: financial wellness coaching. Johan Romero Luna heads up the program, Workers Way at Work, and said his own background helped drive his interest in financial wellness.
Making the Case for Face-to-Face Business Meetings
Martha Sheridan, CEO of Greater Boston’s Convention and Visitors Bureau, has a new source of funding at her disposal to shore up the battered hospitality industry as 2022 opens with uncertainty.
A Champion for Small Credit Unions
As president and CEO of a credit union with one branch and $49 million in assets and board chair of the CCUA, Ron Draper wants to see small credit unions survive.
A Value Investment Strategy in Multifamily Properties
Matt Frazier founded Jones Street Investment Partners after a career in the local banking industry. In 2021, its busiest year yet, the firm completed over $850 million in transactions buying and selling 10 properties totaling over 2,600 apartments.
Port of Entry Reimagined for a Changing Economy
Long before Fan Pier rose from Boston’s shores, there was John Drew’s World Trade Center Boston complex, which pioneered commercial development in the Seaport District between 1988 and 1992.
Cloistered Quarters Reimagined in Brighton
Decades before “compact living” became a buzzword, an order of priests lived in tiny cells at Brighton’s St. Gabriel’s Monastery. John Sullivan is an executive vice president at CC&F, where he oversees development projects including the 555-unit development that rose in the monastery’s place.
From Call Center Rep to Market President
Lisa Murray got her start in banking answering calls in Shawmut Bank’s customer service center. Three decades later, she’s the new Massachusetts market president for Citizens Bank.
Boston’s Luxury Market Returns
Pauline Bennett has a good perch to watch the urban luxury market grow as Coldwell Banker’s New England regional president. A recent company report recently named Boston as one of the top destinations for luxury homebuyers nationwide.
Board Chair Aims to Aid DEI Journey
Dedham Savings Bank President and CEO Peter Brown, the new Mass. Bankers board chair, plans to focus his term on rolling out a diversity, equity and inclusion initiative.
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