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PAST EVENTS

HERE ARE JUST A FEW OF OUR RECENT INSIGHTFUL GUEST SPEAKERS

Jesse Gillett 08', CPA | Director of Willamette Management Associates

 

Mike Hickey 89', CFA | Institutional Portfolio Manager for Fidelity Contra fund

 

Malcolm Makin, CFP | Founder and Top Financial Advisor of Professional Planning Group (PPG) and affiliated with Raymond James Financial Services

 

David Miller | Private Equity Investor and Strategy Consultant

 

Abby Benson | Interim Vice President for Administration and Finance at the University of Rhode Island

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Angela Miller | AVP of Financial Operations at the University of Rhode Island

 

Douglas Cote | Senior Portfolio Manager, Head of Global Perspectives, Voya Investment Management

 

Ronald Ohsberg |  Senior Executive Vice President, Chief Financial Officer and Treasurer, The Washington Trust

 

Eric Baggesen 87' | Chief Investment Officer for the State of Rhode Island, Office of the General Treasurer

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Justin Maistrow | Deputy Chief Investment Officer for the State of Rhode Island, Office of the General Treasurer 

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Robert Potter 86' |Head of Global Sales, Mylan Laboratories 

 

Doug Cote 82' | Senior Portfolio Manager and Head of Global Perspectives, Voya Financial

 

John Abate | Head of Trading and Partner, Silver Point Capital

 

Erik Carleton | Director of Pension Investments, Textron Inc.

 

Kathleen Ryan | Executive Vice President, and Chief Management Officer, Washington Trust

 

Kate Horton | Director, and US Senior Relationship Manager Barclays

 

Melinda A. Lewis | Financial Advisor Morgan Stanley

 

Jon Liebergall | Senior Financial Services Executive AIG

 

Bill Eigen, CFA, Class of 90' | Head of the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management

 

Oksana Aronov, | Managing Director J.P. Morgan Asset Management

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Kristy Coleman | Senior Manager of Risk Management Turner Broadcasting System 

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Thomas M. Ryan '75 | Fmr. Chairman & CEO, CVS Health (formerly CVS Caremark)

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Alfred J. Verrecchia '67, '72 | Fmr. Chairman & CEO, Hasbro Inc.

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Robert Edgar '92, '94 | Executive Director - Financial Planning & Analysis, Textron Inc.

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Russell Jeffrey '81 | Fmr. CEO, Providence Investment Management

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Kristen Regan '92 | Sr. Vice President, Fidelity Institutional Asset Management

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Eamonn Hartnett '08 | Manager, Investment Sales Development Program, Fidelity Investments

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Shane Plunkett '16 | Investment Sales Associate, Fidelity Institutional Asset Management

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Peter Sheehan | Sr. Vice President - Wealth Management Investments, Washington Trust 

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David Aballo '16 | Buy-side Equity Research Analyst, Washington Trust 

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Ed Gencarelli '17 | Research Associate, Washington Trust

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Jamie Hilton '83 | Sr. Vice President - Wealth Management, UBS Financial Services

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Anthony Cerino | Client Services Associate, UBS Financial Services

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Dr. Jim Glasheen | General Partner, Technology Partners Venture Capital / Harvard University Fellow

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Gerry Lavallee | Sr. Vice President / Partner, CBRE

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Francis Carr | Partner, Rockland Advisory Group

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Christopher Storti & Oliver Bennet | Bank of America

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Malcolm Makin, CFP
Founder and Top Financial Advisor for PPG
Fall 2023
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Douglas Cote, Senior Portfolio Manager, Head of Global Perspectives, Voya Investment Management
Spring 2023
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Eric Baggesen & Justin Maistrow, Chief & Deputy Chief Investment Officers, State of Rhode Island, Office of the General Treasurer
Fall 2022
Al Verrecchia Hasbro CEO URI
Alfred J. Verrecchia
Fmr. Hasbro Chairman & CEO
Spring 2017
Thomas Ryan
Fmr. CVS Chairman & CEO
Fall 2017
Dr. Jim Glasheen
Technology Partners
Spring 2017
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Mike Hickey, CFA
Institutional Portfolio Manager for Fidelity
Spring 2024

ACTIVE ON CAMPUS & IN THE COMMUNITY

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FMA Executive Board along side Douglas Cote for a Spring 2023 guest speaker series meeting 
Kingston, RI 
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Executive Board members hosting a "financial literacy initiative" at Pawtucket elememnary school
Spring 2022
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Executive board recognized by the CFA Society of Providence for philanthropic leadership 
Executive Board members and Professor Ice
"Save The Bay" Beach Clean Up Fall 2017
Narragansett, RI
FMA members with Leonard Reinhart '77
Money Management Institute Conference Fall 2017
Chicago, IL
FMA attended a CFA Society Finance Club Roundtable
Rhode Island State House Spring 2018
Providence, RI
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FMA helped the Business Living Learning Communities move in the incoming freshman Fall 2018 
Kingston, RI
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FMA volunteered with the Junior Achievement Program to teach financial literacy to children from K through 5
Elizabeth Baldwin Elementry Fall 2018
Providence, RI
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FMA volunteered with the Junior Achievement Program to teach financial literacy to children from K through 5
Robert F. Kennedy Elementary Spring 2019
Providence, RI
FMA members at Oracle's "Modern Finance Experience"
Corporate Finance Conference Spring 2017
Boston, MA
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FMA was recognized for their financial literacy work in local elementary schools.
Rhode Island State House Spring 2018
Providence, RI
FMA members spoke about their internship experiences
College of Business Career Day Fall 2017
Kingston, RI
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