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UUA Financial Advisor

I was elected to a four-year term as UUA Financial Advisor at General Assembly in Fort Worth in 2005, and was re-elected in 2009.



I am Chief Financial Officer of a non-profit start-up, The Boston Museum. Holding this part-time job permits me to devote a considerable amount of time, including many weekday meetings, to my service as UUA Financial Advisor.

I previously served as chief financial officer for the John F. Kennedy School of Government at Harvard University, and as Deputy State Budget Director for the Commonwealth of Massachusetts. I have a bachelor's degree from Harvard, and a master's degree in city planning from the University of California at Berkeley.

I've been a member of the First Unitarian Society in Newton for fifteen years, and have served on its Board of Investment and its planned giving committee. (If you follow the link to the FUSN home page, you can see me helping to carry our Welcoming Congregation banner at the Boston Gay Pride Parade several years ago.)

As UUA Financial Advisor since 2005, I've served on these boards and committees:

An article on UUWorld.org provides more information about my background and my candidacy for re-election.



The Financial Advisor has no independent authority, but instead works to improve the UUA's financial operations through education, negotiation, providing advice when asked (and sometimes when not asked), and, yes, by just showing up at an awful lot of committee meetings. Since my election as Financial Advisor, I've played a role in these accomplishments:



In the remaining years of my service, I will work with the new President and the Board of Trustees to address the following topics:

It is an honor and a privilege to serve our Association.