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Meet our Leadership Team


Mission Statement

The Stephen D. Cutler Center for Investments and Finance is dedicated to advancing finance education and improving the marketability of Babson students. We provide programs and cutting-edge resources that enrich the student learning experience, support faculty research, and engage our alumni community. We’re committed to furthering Babson’s innovative and practical approach to finance education and enabling industry practitioners, faculty, and students to collaborate and learn from one another.

To achieve its mission, the Center will: 

  • Offer unsurpassed educational access to the technological tools and information resources used by the most sophisticated industry professionals.
  • Provide outstanding curricular and co-curricular activities to enable students and alumni to be highly effective in finance and investments careers around the world.
  • Extend Babson’s international reputation for thought leadership by supporting faculty research in investments and finance.



Patrick Gregory, CFA

(781) 354-7881

Senior Lecturer, Managing Director, Stephen D. Cutler Center for Investments and Finance, Director of the Babson College Fund

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Farrah Narkiewicz

(781) 239-4448

Marketing & Events Manager, Stephen D. Cutler Center for Investments and Finance

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Leslie Romiza Headshot

Leslie Romiza

(781) 239-5115

Program Manager, Stephen D. Cutler Center for Investments and Finance

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Erik Sirri

(781) 239-5799

Professor, Associate Dean of Faculty, Division Chair

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Advisory Board

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From left to right, front row: board member Eric Crawley, board member Rick Katz, board member Rick Spillane, Stephen Cutler, board member Annabelle Reid, board member Marco Gargurevich, board member Jeff Mortimer; From left to right, middle row: board member Jim Taylor, board chair John Bailer, legendary investor Peter Lynch, finance professor Ryan Davies; From left to right, back row: board member Jim Spencer, managing director Patrick Gregory, board member Catherine Friend White, board member Jason Orlosky, and board member Chris Chandor

John Bailer ’92, CFA, Senior Portfolio Manager for U.S. Dividend Portfolios, Mellon

Brian Barefoot ’66, H’09, P’01, Senior Advisor, Carl Marks Advisors

Dan Brennan ’87 MBA’89, M’09, Executive Vice President and CFO, Boston Scientific

Chris Chandor MBA’98, Senior Vice President of Development & Asset Management, The Davis Companies

Karen Chandor MBA’74, Principal, Mercer

Eric Crawley MBA’09, Director, Investment Strategist, Bank of America

Chip Dickson ’74, MBA’76, CFA, Co-Founder, DISCERN

Marco Gargurevich MBA’01, VP, Asset Management, Fidelity Investments

Bruce Herring ’87, P’19, CFA, President, Strategic Advisers, Asset Management Division, Fidelity Investments

Rich Katz ’91, President, Rodeo Capital

Harold Kotler ’65, CFA, Partner, CEO, CIO, Gannett, Welsh & Kotler (GW&K Investment Management)

Chris Menard ’96, Chief Financial Officer, BlueSnap

Jeff Mortimer ’86, CFA, Director, Investment Strategy, BNY Mellon Wealth Management

Jason Orlosky ’04, Chief Strategist & Managing Director, Bridgeway Wealth Partners LLC

Nick Platt P’23, Partner/Chief Operating Officer/Chief Compliance Officer, Kudu Investment Management

Annabelle Reid MBA’86, Managing Partner, FoxMoor Capital

Harison Sidhu MBA’10, Head of Manager Selection and Due Diligence, Fiduciary Trust

James Spencer ’73, CFA, Former SVP & Chief Investment Officer, Cambridge Trust Company

Rick Spillane, CFA, Director, Eaton Vance Management

Joseph Spinelli ’98, Trader, Millennium Management

Jim Taylor ’86, Senior Vice President, Wealth Management, UBS

Catherine Friend White MBA’86, Managing Director, Golden Seeds

Mark Williams MBA’04, Partner, Cape Horn Coffees Inc.


Giving Back

John Bailer '92 and James Spencer '73 were featured in the Babson Magazine to discuss their involvement with the Center and its importance to students on campus.

Read the Babson Magazine Article