Bio
Credentials
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ABV, Accredited in Business Valuation
AICPAApr, 2015- Jun, 2026 -
CEPA, Certified Exit Planning Advisor
Exit Planning InstituteMay, 2013- Jun, 2026 -
CGMA, Chartered Global Management Accountant
American Institute of Certified Public AccountantsJan, 2012- Jun, 2026 -
Certified Public Accountant
MassachusettsJan, 1980- Jun, 2026 -
Certified Exit Planning Advisor
Exit Planning Institute -
Passed CFP Exam (2014)
Certified Financial Planning Board
Experience
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KMF Consulting Services
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Boston, MA 02116
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Principal
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Dec 2014 - Present
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Boston, MA 02116
Provide part-time and interim CFO/COO, general management, and special project services, including performance enhancement, and transition/exit planning, coaching and M&A services. Assignments include: Part-time CFO of 100% ESOP owned engineering company with management transition; M&A c...
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Boston Financial Management
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Boston, Masachusetts
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Managing Director
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Mar 2013 - Dec 2014
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Boston, Masachusetts
Investment and wealth management firm with $2 billion of assets under management. Primary responsibilities include business development, and strategic growth opportunities. Available to advise clients on business, operations, M&A, and transition matters.
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Schepens Eye Research Institute
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Boston, Massachusetts
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President and COO
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Oct 2007 - Dec 2011
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Boston, Massachusetts
Largest independent non-profit biomedical research institution devoted to the cure, prevention, and treatment of blindness and vision impairment. Revenue of $29 million with 200 employees. Provided both strategic and operational leadership, secured long-term financing, developed additional source...
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KMF Consulting Services
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Boston, Massachusetts
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Principal
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Dec 2004 - Sep 2007
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Boston, Massachusetts
Provided general management and financial consulting services. Assignments included: Interim CFO of public start-up with PIPE financing distributing durable medical equipment. managing foreign company exit from the U.S., divestiture escrow negotiations, litigation support, performance improvemen...
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Lurgi Lentjes North America Inc
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Columbia, Maryland
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Chief Executive Officer
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Jan 2004 - Dec 2004
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Columbia, Maryland
North American operation for German based company specializing in engineering and construction of flue gas emission cleaning systems for electric utilities. Revenues of $90 million. Recruited to provide management oversight and financial control during a period of business uncertainty. Successf...
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Babcock Borsig Capital Corporation
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Worcester, Massachusetts
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President & CEO (1997-2003); VP Finance and Treasurer (1995-1997); Dir.,T...
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Jan 1993 - Dec 2003
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Worcester, Massachusetts
US holding/financial services company for North American operations of Babcock Borsig, AG, BBAG), a $6 billion global engineering and industrial products conglomerate based in Germany. Led holding company for 8-10 North American operating companies with combined revenues of $600 million. Provide...
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Bruel &Kjaer Instruments, Inc.
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Marlborough, Massachusetts
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Vice President Finance and Administration
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Jul 1991 - Dec 1992
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Marlborough, Massachusetts
$45 million US subsidiary of $200 million Danish manufacturer of electronic instrumentation and medical diagnostic equipment. Part of new team hired to return the company to profitability. Directed finance, accounting, HR, IT and strategic planning, working closely with the President on key oper...
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The Reece Corporation
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Waltham, Massachusetts
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Treasurer (1988-19910; Director of Tax (1985-1988)
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1985 - 1991
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Waltham, Massachusetts
Managed worldwide cash/debt policy, taxation, foreign exchange, insurance, leasing and credit policy.
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KPMG Peat Marwick
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Boston, Massachusetts
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Manager (1982-1985); Associate (1978-1982)
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1978 - 1985
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Boston, Massachusetts
Audit and tax engagements in Fortune 500, non-profit and privately held companies.
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Territory Sales Manager
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1974 - 1977
Relationship management and sales for mini-computer systems.
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Education
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1970 - 1974Providence College
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1975 - 1977Babson College - Franklin W. Olin Graduate School of Business
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1980 - 1983Bentley University
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1997 - 1997Harvard Business School
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2012 - 2012Endowment Institute, Yale School of Management
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2012 - 2013Boston University
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