Investment Committee
Pauline Sheedy (Trustee)
Chair
U.S. Trust Bank of America
Paula is a Senior Vice President at U.S. Trust Bank of America. Prior to that, she was a managing director at Barclays Wealth Management. Paula has also served as a Senior Portfolio Manager in the Wealth Management Division of US Trust managing $1.2 billion for high net worth individuals, corporate executives, business owners and entrepreneurs. Paula started her career at The Boston Company in 1977. She held various positions with the company, leaving in 1988 as a Vice President. She joined State Street Bank and Trust Company in 1988. In 2003, United State Trust Company acquired the Personal Asset Management Division from State Street. Paula graduated Magna Cum Laude from Boston College in 1983 with a BS in Business Administration and With Distinction from Babson College in 1990 with a Master of Business Administration.
Thomas B. Hovey
Appleton Partners (retired)
Thomas retired in 2009 after over 40 years in finance. With Appleton Partners from 1993-2009, he most recently served as SVP Municipal Department Managing Director. Prior to Appleton Partners, Thomas was a VP at the Patriot Group from 1990-1993. He served as President and CEO of Boston Children’s Services Association (BCSA), was a VP at John Hancock Advisors, and a VP Municipal and Bank Portfolio Manager at Boston Safe Deposit and Trust. Thomas also has extensive experience as a nonprofit Trustee, serving on the board of BCSA for 31 years, 6 of them as president.
Becky Linhart
Sharp & Linhart Financial Stategies
Becky Linhart has been in the financial field since 1988. She focuses on retirement income planning, financial planning and wealth management. She earned a C.S.S. from Harvard University and a B.S. in psychology from Roanoke College.
Patricia (Trish) Roach
U.S. Trust (retired)
Trish Roach retired from US Trust in 2005 after a distinguished investment career that spanned 36 years. Trish started her career at the Boston Safe Deposit and Trust Company as an investment professional. In 1975 Trish joined State Street Bank and Trust Company. In 2003, US Trust acquired the Personal Asset Management Division of State Street Bank. At the end of her career, Trish managed $850 million of assets for individuals, institutions and foundations. She served on the Investment Strategy Committee that reviewed and developed investment strategy and policy.
Richard Sumberg (Trustee)
The Financial Advisors
Founder and Principal 1985-2007 The Financial Advisors, Comprehensive Financial Planning and Investment Management Firm . Dick also active in community, including Current member and Past President Merrimack Valley Estate Planning Council, Current member and former Executive Board Member Yankee Clipper Council, Boy Scouts of America , Current VP, Past President of Board Family Service, Inc. Past Finance Chair and Member of the Board of Trustees Malden Catholic High School. Dick graduated from Boston College with a BSBA and Suffolk University with an MBA .
John C. Walsh
Brown Brothers Harriman & Co.
John, a CFA, joined Brown Brothers Harriman & Co. (BBH) in 1991, and now serves as a Senior Relationship Manager in the Wealth Management Boston office. Prior to joining BBH, Mr. Walsh worked as a commercial banker for Bank of New England and a consultant for Bain & Co. During the 1990's, Mr. Walsh served as an investment banker at BBH advising owners of successful, privately held companies in the sale of their companies. He then joined BBH's private equity business and spent 6 years as one of five partners overseeing the investment of a $377 million mezzanine debt/equity fund. At the conclusion of this fund's investment period, Mr. Walsh joined the Wealth Management group. Mr. Walsh serves on several boards of privately held companies and non profit organizations. He received his BA in Economics and Mathematics from Dartmouth College in 1987. John and his family live in Wenham.
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