finance lab

Developing Tomorrow's Finance Leaders Today

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.


impact report

Programs and events hosted for students, faculty, staff, and alumni, with over 26 hours of content, were hosted during the academic calendar year. 

impact report

8-week private equity seminar has been approved as an undergraduate course designed for students interested in pursuing a career in the industry. 

impact report

Undergraduate and graduate students took classes in the finance lab, totaling seven courses with 14 sections. 

career outcomes snapshot

impact report

Cutler Center Impact Report

The 2022-23 academic year was filled with memorable moments inside and outside the classroom. The finance lab continued to be integrated into several undergraduate and graduate courses, which incorporated the data and analytical tools available through the lab. Outside the classroom, our students continued to excel in many competitions, including a group of undergraduate students in the Babson College Fund who won the local CFA Institute’s Equity Research Challenge for the fifth time in the last seven years. The Cutler Center also hosted various thought leadership events for students, alums, and finance community members. 

Read our Impact Report

Cutler Center Leadership Team 


Patrick Gregory, CFA

Managing Director, Stephen D. Cutler Center for Investments and Finance
Director of the Babson College Fund
Associate Professor of Practice


Farrah Narkiewicz

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


Mark Potter, Ph.D

Barefoot Family Endowed Term Chair in Finance
Finance Division Chair


Leslie Romiza

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

Cutler Center Advisory Board 

advisory board

From left to right: finance division chair Ryan Davies, board member Jeff Mortimer, board member John Bailer, board member Bruce Herring, board member Nick Platt, CEO Jean Hynes, board member Catherine Friend White, board member Marco Gargurevich, board member Eric Crawley, board chair Jim Spencer, managing director Patrick Gregory

John Bailer ’92, CFA, Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management Group

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

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

Karen Chandor MBA’74, Principal, Mercer

Anthony Chiasson '95, Chief Investment Officer, Aurmedis Global Investors LP

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

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

Marco Gargurevich MBA’01, Head of Strategic Initiatives, Geode Capital Management

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

Rich Katz ’91, President, Rodeo Capital

Christopher Menard '96, Chief Financial Officer, Gordon Brothers 

Jeff Mortimer ’86, CFA, CIO, Founding Partner - Dragonfly Asset Management, LLC

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, Former Director, Eaton Vance Management

Joseph Spinelli ’98, Trader, Millennium Management

Jim Taylor ’86, CPWA, Managing Director and Wealth Partner, J.P. Morgan Wealth Management

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