YPEM has expanded rapidly since beginning in 2013, and would not be possible without the support of leading young professionals in the financial services industry. Both YPEM - BOSTON and YPEM - NYC are led by philanthropic young professionals who volunteer their time in support of the fight against cancer. Leadership Team members play a huge rule in the strategy and growth of YPEM.

The YPEM Leadership Team takes on the role of a “board” with an all hands on deck approach. The Leadership Team has a President and a Vice President, and all Leadership Team members play a huge rule in the strategy and growth of YPEM. Members of the YPEM Leadership Team focus their efforts on collaborating in any way needed to help direct and grow YPEM in collaboration with Expect Miracles Foundation staff. The YPEM Leadership Team works together to plan events for members of YPEM, which will consist of fundraising initiatives, social events, and volunteer opportunities. Scroll down to see current members in Boston and New York City, and apply to be a part of the Team!

BOSTON YPEM LEADERSHIP TEAM
 


Members of the 2018 Boston Leadership Team at the 4th Annual Kan Jam and Cornhole Classic (October 2018)

• Melissa McNeillie, John Hancock Investment Management - Boston YPEM President

  Melissa is a Relationship Manager on the National Accounts team with John Hancock Investment Management focused on wirehouse partner relations. Melissa joined John Hancock in 2014 as a Sales Assistant to the National Accounts team where she passed the Series 7 and 63 exams. She previously worked at a Providence based technology start up as a Sales Development Representative. Melissa graduated from Roger Williams University in Bristol Rhode Island with a degree in Marketing and Global Communications.  Melissa is from Franklin, MA and currently resides in Quincy, MA, where she enjoys exploring local beaches and hiking trails in Blue Hills Reservation.

  
  

• Max Beimler, Reebok - Boston YPEM Vice President

  Max Beimler is a Product Marketing Coordinator for the Classics Dept at Reebok. In his current role, Max is responsible for managing systems and product sample management as well as trend forecasting. Max is a former Jimmy Fund patient and Leukemia Survivor. He is excited to be joining the YPEM team and is always looking for ways to give back to doctors and nurses who saved his life. 
  
  

• Mario Reto, Ampersand Capital Partners - Boston YPEM Vice President

  Mario is an associate at Ampersand Capital Partners, a middle market private equity firm focused on growth equity investments in the healthcare sector. Prior to Ampersand, he worked at PNC Riverarch Capital in Pittsburgh, and TM Capital Partners, a middle market investment bank in Boston. He graduated from Rochester Institute of Technology with a Bachelor of Science degree in finance and economics. Mario currently lives in downtown Boston and spends his free time playing hockey, kickboxing, traveling, and watching as many movies as he can.
  
  

• Shannon Cullinane, John Hancock Investment Management

  Shannon Cullinane joined the John Hancock Investment Management team in February 2019 as the National Accounts Sales Assistant. She focuses on supporting the National Accounts team and making strides for JHIM to become champions of Diversity & Inclusion. Shannon graduated from Westfield State University with a Bachelor of Arts degree in Public and Corporate Communications with a minor in Business Management. Shannon is from West Bridgewater, MA but is excited for her next chapter of living in Beacon Hill. In her spare time, she loves to travel to new places, volunteer within her community, and be around family and friends.
  
  

• Holly Foster, Brigham and Women's Hospital

  Hatherly (also known as Holly) is an Assistant Director of Development at Brigham and Women’s Hospital where she raises philanthropic support for many priorities across the institution. She joined the Brigham’s fundraising team in January of 2020 and was previously working in financial services in Institutional Sales at State Street Global Advisors and Acadian Asset Management. In her current role, Holly works closely with grateful patients of the hospital to help them make an impact through giving. 

  Holly received a BA from Dartmouth College in 2014 with a Government major and French minor in addition to competing at the varsity level in lacrosse. In her spare time she loves skiing, golfing, being outside and spending time with her family and friends.

  
  
  

• Laura Holland, MFS

  Laura is a Regional Sales Representative at MFS Investment Management. Laura joined MFS in 2020 and has served in various roles within the Internal Sales Force at MFS before beginning her current role in April 2022. In her current role she manages MFS' relationships with financial advisors in the various New England states.

  Prior to MFS, Laura attended Assumption College in Worcester, MA where she studied Economics and Data Analytics. Laura is from North Andover, MA, and currently resides in South Boston, MA.

• Maggie McGoldrick, Morgan Stanley

  Maggie McGoldrick is an Assistant Vice President in Morgan Stanley Wealth Management currently focused on Product Strategy & Relationship Management within the Investment Solutions Group. Maggie joined Morgan Stanley in 2013 as part of the Wealth Management Rotational Program, working across a variety of groups within Wealth Management. Maggie graduated from the College of the Holy Cross and holds a degree in Economics.

  Maggie grew up outside Boston and just recently moved back to the area after living in NYC for 4 years.
  
  

• Meghan Pfau, MFS

  

  Meghan (also known as Meg) is a Regional Sales Representative at MFS Investment Management. Meg joined MFS in 2020 and has served in various roles within the Internal Sales Force at MFS before beginning her current role in January 2022. In her current role she manages MFS' relationships with financial advisors in the state of North Carolina.

  Prior to MFS, Meg attended College of the Holy Cross in Worcester, MA where she double-majored in International Studies and Spanish. Meg is from Madison, WI, and currently resides in South Boston, MA, where she enjoys running (finishing her first Boston Marathon this year!), trying new coffee shops, and exploring the city with friends.

• Jack Pritchard, New Balance

• Kate Richman, Gainsight

  Kate Richman is an Executive Assistant at Gainsight. Kate’s day-to-day activities are planning team-wide events and managing calendars for 3 high level executives. She has been with the organization since June 2021.
  
  Kate attended the University of Connecticut where she personally witnessed four National Basketball Championships while receiving a BA in Psychology and a minor in Women's Studies. A native of East Greenwich, RI, Kate currently resides in Melrose, MA.
  
  

• Mike Sands, Accenture

  

  Mike is a Senior Manager within the Strategy & Consulting practice at Accenture focused in the capital markets industry. He joined Accenture via the acquisition of Beacon Consulting Group. Prior to Beacon, he was a financial analyst with Federated Hermes based in Pittsburgh, PA where he grew up. He has now spent the last ten years living and working in Boston, MA. Mike graduated from the Smeal College of Business at Penn State with a degree in finance. In his spare time, Mike enjoys playing squash, golfing, and traveling. His passion for the cause comes from his mother who is a breast cancer survivor.
  
  

• Christina Secatore, State Street

  Christina Secatore is an Associate with State Street Corporation, and is a founding member of the Regulatory Execution Group within Wealth Manager Services. She joined State Street in 2016, and is currently a part of the Future Focus Class of 2017, and working towards becoming a CFA Charterholder.
  
  Christina recently graduated with a B.S. in Financial Management from Clemson University; while there, she partnered with several philanthropic organizations, including Girls on the Run and the All in Foundation. Having grown up on the South Shore of Massachusetts, Christina spends her free time hiking throughout New England, at the beach, or with family and friends.
  
  

• Jaclyn Sostilio, Eaton Vance

  
  
  Jackie Sostilio is a Mutual Fund Specialist at Eaton Vance with a history of working in the Investment Management Industry since entering the workforce. In her current role, she supports broker dealers, assisting them in processing transactions and related trading functions. Jackie graduated from UMass Amherst in 2016 with a BS in Managerial Economics. Since working at Eaton Vance, she has passed her Series 7 exam and plans to take the Series 65 exam. In her spare time, Jackie enjoys hiking, hanging out with friends and family and exploring Boston!

• Casey Teal, Fidelity

  

  Casey Teal is a Director of Relationship Intelligence at Fidelity within the Enterprise Relationships Group (ERG), where she provides relationship management support for some of Fidelity’s most strategic clients. She joined Fidelity in July 2015 directly into their premier leadership development program where she rotated around the organization in six-month assignments for 2 years. Prior to Fidelity, Casey spent 7 years with KPMG in their international tax group where she prepared US income tax returns for expatriates.  Casey graduated from SUNY Geneseo with a Bachelor of Science in Business Administration, and she also holds an MBA from Boston College.  Casey grew up in Buffalo, NY and spends her free time traveling, playing pub trivia and being involved in her church community.

• Sydney Watson, EY

  

  Sydney joined Ernst & Young as a Business Management Consultant in the Financial Services Organization in October of 2021. Although she is currently based out of the Boston office, she works closely with teams in the EY New York City office. Sydney graduated with a BSBA and Summa Cum Laude honors from Suffolk University in January 2021, focusing on Finance and Global Business. 

   

  She is originally from Milton, Ma, but has strong ties to Jamaica where she lived for 10 years with her family. Sydney has recently returned to her roots in Milton where she currently resides. In her spare time she enjoys traveling, photography and discovering new experiences, people and places. 

 


Members of the 2022 NYC Leadership Team at the 4th NYC YPEM Cornhole Classic (July 2020)

• Brianna Day, Ernst and Young - NYC YPEM Co-President

  Brianna Day is a Manager at Ernst and Young and a member of the Technology Transformation and Advisory Services practice in the EY Financial Services Office. She joined Ernst and Young in 2016, with previous work experience at Barclays and Goldman Sachs. She has 7+ years of experience in the Financial Services Industry and specializes in Executive Stakeholder Management, concentrating in Wealth and Asset Management.
   
  Brianna holds a B.S. in Pre-Med Human Biology from the University at Albany where she played Division I Lacrosse. Brianna also played lacrosse internationally and was a member of the Italian National Lacrosse team in 2014. Brianna is currently pursuing her MBA at Columbia University.
   
  For volunteer work, Brianna has been involved with various organizations in the US and Panama, including Johns Hopkins Global Medical Brigades, The Leukemia Lymphoma Society, The Wounded Warrior Project/Lacrosse Shootout for Soldiers and Harlem Lacrosse and Leadership. Brianna grew up in Massapequa, NY, and currently resides in Manhattan.
  
  

• Luci Strauss Garren, Goldman Sachs - NYC YPEM Co-President

  Luci is a Vice President at Goldman Sachs Asset Management. At GSAM, she is a Relationship Manager in the third party distribution business, covering various wirehouse and broker-dealer firms. She joined Goldman Sachs in 2016. Prior to joining the firm, Luci worked at Morgan Stanley in both Investment Management and Operations. She received a B.A. from Elon University, magna cum laude with a major in Strategic Communications.
  
  

• Kelly Rupinski, Fitch Ratings - NYC YPEM Vice President

  Kelly Rupinski is a Senior Analyst at Fitch Ratings within the Real Estate and Leisure team. She graduated Summa Cum Laude from Boston University where she earned a B.A. in Business Administration with concentrations in Accounting and Finance. Additionally, Kelly holds a CPA for the state of NY. Kelly grew up in New Jersey and now lives in Manhattan. In her free time she enjoys running, traveling and exploring the City.
  
  

• Catherine Ardito, Goldman Sachs

• Matt Collins, Morgan Stanley

  Matt Collins is an Analyst at Morgan Stanley in the CMBS originations and lending group. Matt’s role focuses on underwriting and structuring loans on Commercial Real Estate assets, including office, retail, and hospitality properties. Matt graduated from Cornell University’s Dyson School in 2011, where he double-majored in Finance and Marketing. In his free time Matt likes to ski, go to the beach, and play golf with his father and friends. He grew up on eastern Long island and currently resides in Manhattan.
  
  

• Nick Cortese, Morgan Stanley

  Nick Cortese is a Vice President at Morgan Stanley Wealth Management currently focused on Product Development for Mutual Funds & ETFs within the Investment Solutions group. Nick joined Morgan Stanley in June 2015, participated in the firm’s Wealth Management Rotational Analyst Program prior to joining Investment Solutions in 2017. Prior to his current role Nick lead product development for the MSWM Money Market platform.

  In his free time, Nick enjoys skiing, golf, watching college basketball, and spending time in Cape Cod. Nick grew up outside of Boston and currently resides in Manhattan with his wife. Nick earned a B.B.A in Finance and Real Estate from Villanova University

  
  
  

• Katherine Fila, Amazon

  

  Katherine Fila is a program manager at Amazon on the Amazon Publisher Services (APS) team. As a program manager for APS' streaming TV business, she is responsible for managing complex initiatives in the programmatic advertising space and partnering with stakeholders across different functional areas to deliver results. She is passionate about solving problems and developing new processes that enable her team to operate more efficiently. Prior to joining Amazon in September 2021, Katherine worked at Havas as a digital media buyer and Nielsen as a client services manager.

   

  Katherine graduated from Gettysburg College in May 2015 and received an MBA from Rutgers University in December 2019. She grew up in Chester, New Jersey and currently resides in Brooklyn, New York. Outside of work, Katherine enjoys being active, reading, participating in the New York Junior League, traveling, and having new experiences in the city. 

  
  
  

• Danielle Gaglione, Investopedia

  

  Danielle Gaglione is the Director of Brand Partnerships at Dotdash Meredith. Danielle is responsible for helping banks, brokerages, and other financial institutions create unique custom digital advertising programs across the Dotdash Meredith network of sites. Prior to joining Dotdash Meredith, she worked at the Financial Times, and Tech Briefs Media Group.

  Danielle holds a BA in Marketing from The University of Tampa. As for volunteer work, Danielle previously volunteered for the Tampa Lighthouse for the Blind. She currently participates in various walks and races for charity in the New York City area.

  
  
  

• Nameeta Kamath Baxter, Morgan Stanley

  Nameeta is a Vice President at Morgan Stanley within Investment Solutions, where she works as a product development manager covering money market funds and separately managed accounts.
  
  Prior to joining Morgan Stanley in 2014, Nameeta began her career in the Analyst program at Citigroup in the Global Transaction Services division.
  
  Nameeta is an active member of the leadership team of the Investment Solutions Diversity & Inclusion Council, serving as the co-chair of the anti-racism education sub-committee. In 2021, she was recognized as one of twelve global Morgan Stanley Giving Back Champions due to her work promoting diversity in the workplace.
  
  Nameeta graduated with a B.Sc in finance and international business from New York University’s Stern School of Business. She is a proud native New Yorker and currently resides in Manhattan with her husband.

• Kelli Mesi, BNY Mellon Investment Management

  Kelli Mesi is a Vice President and Relationship Manager for BNY Mellon Investment Management. In this role, she is responsible for establishing productive, professional relationships with key personnel in her assigned distribution channels as well as investment product placement at BNY Mellon Investment Management.
   
  Kelli joined BNY Mellon in 2015 from Merrill Lynch where she spent 5 years as a Wealth Management Specialist. In this role, Kelli served as the managed product expert for over a thousand Merrill Lynch financial advisors across eleven states. Kelli was responsible for the support and distribution for Merrill Lynch’s full suite of Managed Solutions products including PIA, MLPA, UMA, Consults, SPA and Blackrock PI. She provided tailored guidance and expertise on platform features and benefits with a focus on practice management and investment construction. Drawing upon the vast investment resources of Merrill Lynch, she delivered highly personalized advice to our Financial Advisors.
   
  Kelli has over 12 years of industry experience. She earned a B.S. in Finance from The College of New Jersey and holds the Series 7 and 66 FINRA licenses.

• Melaina LaSalle, Mastercard

  

  Melaina LaSalle is a Data & Services Business Development Manager at Mastercard. She is responsible for growing Mastercard's digital partnerships and creating new opportunities for Mastercard clients to leverage transaction insights across various industries and market segments. Prior to joining Mastercard, Melaina worked as a Growth Partnerships Director at Nielsen and a Cloud & Cognitive Sales Representative at IBM. 

   

  Melaina holds an undergraduate degree in Business from the University of Notre Dame.  In her free time, Melaina enjoys traveling, cooking and reading.  She grew up in Ft. Lauderdale, FL and currently resides in Manhattan.

• Matt Petrillo, The ANNEX Performance and Fitness

  Matt is a Director at The ANNEX Performance and Fitness in Northern, NJ. At The ANNEX, he serves as Director of the Adult Fitness division. Matt and his team enjoy a diverse clientele, including C-Suite executives, former professional athletes, and many other professionals looking to improve their health and fitness.
  
  Matt graduated from Fairleigh Dickinson University with a B.S in Finance and has held positions at both Goldman Sachs Asset Management and Morgan Stanley Wealth Management before returning to the health and fitness industry.

  
  

• Jill Rooney, Morgan Stanley

  

  Jillian Rooney (Howe) is an Executive Director in Morgan Stanley Wealth Management currently focused on Business Intelligence & Strategy within the Reinvestment group. Jillian joined Morgan Stanley in 2010 and has held various roles within the Finance & Wealth Management divisions. Jillian graduated from Penn State University and holds a degree in Finance and Economics. In her free time, Jillian enjoys traveling, fitness and spending time at the beach. Jillian grew up in New Jersey and currently resides in Hoboken with her husband and son.
  
  

• Perri Searles, J.P. Morgan

   Perri Searles is an Associate at J.P. Morgan, working in a sales and client management role for large Asset Managers. Perri joined the bank in 2017 after graduating from Johns Hopkins University where she lived abroad in China for a year, ultimately earning her B.A. in International Studies & East Asian Studies.
   
  Within J.P. Morgan, she is a part of the Global Markets, Sales & Research Diversity, Equity & Inclusion Forum and on the leadership committee for the Analyst & Associate Council, helping to develop junior talent within the Corporate & Investment Bank. Outside of the firm, Perri is a mentor for Minds Matter and volunteers for both StreetWise Partners and Bottom Line.
  
  

• Amanda Tantleff, J.P. Morgan

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