Our Team

View: Staff Board
David Adams
VP, New England and Middle States Regional Offices, The College Board
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David Adams

VP, New England and Middle States Regional Offices, The College Board
David Adams is the Vice President for the College Board’s New England and Middle States Regional Offices, which work in collaboration with the College Board’s member institutions to help all students, particularly those who are underserved, prepare for, enroll in, and complete college. David leads the organization’s partnerships with higher education institutions and systems, states, districts, and non-profits throughout the Northeast that are focused on ensuring that students realize their academic potential and seize the opportunities they have earned. He works closely with regionally elected member leaders and serves as an ex-officio member of both the New England and Middle States Regional Councils. After teaching high school Spanish for several years, he joined the College Board in 2005 as an Educational Manager, serving schools and districts in the New England region. During his tenure in New England, he served as the Principal Investigator on the College Board’s sub-award of a $12.5M Math Science Partnership grant from the National Science Foundation that sought to improve science education from middle school through graduate studies in Boston. In 2009, he began his service as the K-12 Chief in New England, which was soon followed by expanded responsibilities to also lead the K-12 team in the Middle States region. David graduated cum laude from Eastern Michigan University with a B.A. in Spanish. He also holds an M.B.A. in Public and Non-Profit Management from Boston University.
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Patti Azzara
Content Director, AP English
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Patti Azzara

Content Director, AP English
Patti has 36 years of teaching experience at both the middle and high school levels. She introduced the AP Language and Composition course to Kennedy High School in Waterbury, Connecticut. Patti served for the past five years as the Director of English Services for Project Opening Doors, the former Connecticut National Math and Science Initiative (NMSI) affiliate. Patti holds a M.A. for Equivalency in Education from Fairfield University and B.A. degrees in English and Education from the College of White Plains (now Pace University).
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Anna Braet
Engagement Manager
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Anna Braet

Engagement Manager
Anna is a Consultant, working with the field-based engagement teams. Prior to joining Mass Insight, she spent two years working as a business analyst with Public Consulting Group, a Boston-based government consulting firm. She previously held internships conducting analysis and research with Lee & Associates Management Consulting and Clayton Capital Partners. Anna graduated from Boston University’s Questrom Business School of Business in May 2013 with a B.S. in business administration and a concentration in operations and technology management.
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Jenna Bullock
Engagement Manager
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Jenna Bullock

Engagement Manager
Before joining Mass Insight, Jenna was Director of Teacher Leadership Development for Teach For America Twin Cities, where she successfully coached teachers to accelerate academic gains and pioneered an innovative PLC model to accelerate teacher growth. She previously was a biology teacher at a high-poverty school in North Carolina, leading her students to achieve a 100% pass rate on the state ECA and the third-highest mean scores in the state for all schools. Jenna graduated from Bethel University. 
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Wesley Chin
Director of AP Operations
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Wesley Chin

Director of AP Operations
Wes oversees the day-to-day management and coordination of the College Success Program Management Team. Wes also is responsible for the development and management of program systems key to the successful implementation of the AP Program and other multiple focus areas. He joined Mass Insight in 2008 as a Project Coordinator working on various initiatives, and also served as the program lead for the Advanced Cyber Security Center (ACSC) and the School Turnaround Group's State Development Network. Wes holds a B.A. in Psychology and Political Science from Boston University.
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Carla Comeau
Content Director, AP Computer Science
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Carla Comeau

Content Director, AP Computer Science
Carla enjoys bringing her STEM industry background into education, working with and supporting students and teachers to gain computer science (CS) content knowledge and promote participation in the AP CS program. She began her career as a computer programmer and software engineer for IBM Corporation, then entered education as a teacher, math department chair, and STEM Curriculum Coordinator. Carla's experiences in teaching mathematics encompass all courses at all levels in the span from grades 7 to 12, including AP Calculus AB & BC, and AP Statistics. She was the mathematics department chair for both Taconic High School and Pittsfield High School and Mass Insight Math Lead Teacher for the Berkshires Cluster. In 2011, as a STEM Curriculum Coordinator, Carla helped usher the new Common Core State Standards into Pittsfield Public Schools (PPS). At this time, she also managed and administered the Federal Race To The Top grant for PPS. From 2016-2018, Carla was an active member of the grade 10 MCAS 2.0 Assessment Development Team for the Massachusetts Department of Elementary and Secondary Education (DESE). Carla holds a B.S. degree in Computer Science from the UMASS College of Mathematics Amherst. She also earned a M.S. degree in Education, with a concentration in Administration, from the MCLA Leadership Academy. (Mass College of Liberal Arts). Carla has also enjoys being a dance teacher for more than 20 years in Pittsfield, MA.
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Amanda Dahm
Consultant
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Amanda Dahm

Consultant
Amanda is a Consultant on Mass Insight’s School Improvement team, where she works at the district and school level to support strategic planning, professional development, and instructional improvement systems. Previously, Amanda was the principal at an elementary school in Minneapolis, MN. Prior to that role, she taught various grades including kindergarten, second, and middle school science. Amanda earned a B.S. in Brain, Behavior and Cognitive Science from the University of Michigan.
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Jeffrey Davis, CPA
Audit Partner, EY
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Jeffrey Davis, CPA

Audit Partner, EY
Jeff Davis is an audit partner with EY. He has 15 years of experience in financial services with a focus on the asset management industry. He has spent 18 months in Melbourne, Australia where he assisted clients with the transition from Australian GAAP to International Financial Reporting Standards. Jeff serves on the Board of Directors of Breakthrough Greater Boston. He attended Villanova University, graduating with a B.S. in Accounting and a B.S.B.A in Finance. He is a Certified Public Accountant.
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Dr. Eldrin L. Deas
Consultant
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Dr. Eldrin L. Deas

Consultant
Eldrin Deas is a Consultant on Mass Insight's School Improvement Team, working with leaders to develop and advance visionary, practical ideas to dramatically improve K-12 education. He previously taught high school math in DeKalb County, Georgia and developed state math assessments at American Institutes for Research in Washington, D.C. While serving as Analyst for District Supervision and Support at the Connecticut State Department of Education, he led the development and analysis of turnaround initiatives in priority school districts across the state. Eldrin holds a B.S. in Mathematics from Morehouse College, an M.S. in Social Foundations of Education from Georgia State University, and a Ph.D. in Education; Culture, Curriculum, and Change from the University of North Carolina at Chapel Hill.
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Michael Dinger
Program Manager
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Michael Dinger

Program Manager
Michael previously worked as a jewelry designer and personal stylist in New York City. Michael used his strong background with design and logistics to support the College Success Program with teacher trainings, data management and analysis, and systems development. Michael holds a B.A. in psychology from the New School for Social Research.
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Gary Evee
CEO, Evee Security Consulting Group
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Gary Evee

CEO, Evee Security Consulting Group
Expert in Cyber Security, Gary Evee co-founded Evee Security Consulting Group, LLC in 2018, and serves as its Chief Executive Officer. Gary has 11+ years of experience in enterprise security. He is a former IBM executive with more than two decades of experience addressing complex business challenges across the company’s global business. His tenure boasts many achievements including a consistent and proven track record of successfully managing, and scaling, new enterprises. Under his leadership IBM Security recognized the largest cloud revenue signing for a financial services security solution.   He was most recently a cyber security executive within the IBM Security Division, where he was responsible for the sales force strategy and go--‐to--‐market for IBM’s mobile and financial services cyber security solutions. Prior to this role, Gary was the Chief of Staff for the General Manager of IBM Security, helping to lead the business and technical strategy for IBM’s strategic imperative IBM Security grew to be the #1 enterprise security provider (~$2B revenue).   In his current role he is responsible for the strategy, vision and company direction of Evee Security Consulting Group. He is manically focused on facilitating the company’s activity in consulting, sales, marketing, alliances and growth. Being able to provide clear insight into navigating the complex information security threat landscape is a priority for Gary. Over the past year, he has also acted as a Cyber Security advisor to a number of Higher Education institutions including Boston College, Bridgewater State University and Johnson C. Smith. Gary Evee serves as a Board of Director for Dedham Savings Bank.   In his spare time, he enjoys spending time with his wife and two children, travelling, playing golf and is an avid Boston sports fan. Gary Evee grew up in Boston MA and received a Bachelor of Science degree from Hampton University, in Hampton Virginia.
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Cecilia M. Frerotte, CPA
Principal, Wolf & Company, P.C.
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Cecilia M. Frerotte, CPA

Principal, Wolf & Company, P.C.
Cecilia is a Principal in Wolf's Commercial Audit Group and has over ten years of experience in public accounting delivering audit services. She has worked with a variety of organizations including start-ups, service businesses, software developers, medical device companies, distributors, franchises, and not-for-profits. Cecilia has also worked in industry at a large foreign-owned biopharmaceutical company which lends a unique perspective to her client relationships having been responsible for financial and benefit plan reporting in that environment. Cecilia's experience includes providing internal control and accounting guidance to start-ups, family-owned and closely-held businesses throughout New England. She is a member of Wolf's Technology Services Team, which provides guidance on accounting for complex debt, equity and revenue transactions to our technology clients. Cecilia lives in Brookline, MA with her son. She delights in listening to NPR podcasts and spending time exploring the city and taking road trips with her son.
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Katherine Friend
Consultant
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Katherine Friend

Consultant
Prior to joining Mass Insight's School Improvement Team, Katie was the Senior Managing Director of Teach for America Mississippi Delta, where she managed multiple teams specializing in teacher recruitment, certification program, curriculum design, leadership values development, diversity and inclusion training, and new teacher training and ongoing professional development models. Throughout her tenure with Teach for America, she worked with over fifty different rural and urban Delta districts. She started her work in education in rural Helena, Arkansas and has experience teaching kindergarten and art education. She graduated from Furman University with a B.A. in Art and Art History.
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Dr. Beth Gamse
Consultant, Gamse Partnership
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Dr. Beth Gamse

Consultant, Gamse Partnership
Dr. Beth Gamse is an experienced education evaluation leader with broad research and education policy expertise. She has designed and conducted studies with designs that range from mixed quantitative and qualitative methods to random assignment to regression discontinuity to large‐scale descriptive survey‐based efforts of federal, state, and local educational initiatives. She has led studies for federal and state agencies, philanthropic, and nonprofit organizations; her studies have examined implementation and impact of initiatives to smooth college and career transitions, improve afterschool and expanded learning programming, implement policy changes in teacher preparation and evaluation, and launch research-practice partnerships. Her recent work includes consulting with nonprofits and foundations about evaluation strategy and design. She collaborates effectively with evaluation stakeholders to determine evaluation goals, refine study design and metrics as needed, and determine how to present results most usefully. She has an Ed.D. from the Harvard Graduate School of Education.
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Nicolas Gonzalez
Staff Accountant
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Nicolas Gonzalez

Staff Accountant
Before joining Mass Insight, Nicolas was a former collegiate athlete, held 5 years of retail experience, managed an investment portfolio of over $500,000 in financial securities, and interned as a Consulting Assistant focused on equipment valuations at Vista Consulting Group. Nick is a Bookkeeper/Operations Assistant in the Finance and Accounting Department of Mass Insight. In May of 2018, he graduated from Colby-Sawyer College with a Bachelor of Science in Business Administration and a concentration in Accounting/Finance.
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Ernesto Gonzalez Jr.
VP Product Management, Charles River Development
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Ernesto Gonzalez Jr.

VP Product Management, Charles River Development
Ernesto Gonzalez has over 20 years of experience delivering technology solutions to top-tier brokerage and investment management firms. He currently serves as a VP in Product Management responsible for delivering the Data Interfaces product on the Charles River Investment Management System. Prior to joining Charles River Development, Ernesto held management positions at Bain Capital, Wellington Management, Fidelity Capital Markets, and J.P. Morgan. Ernesto was also an independent consultant delivering enterprise data warehouse solutions for financial services firms including MFS Investment Management and State Street Global Exchange. Throughout Ernesto's career he has focused on Latino initiatives and community outreach. He was selected to participate in the Latinos for Education Board Fellowship program which helps place Latino professionals on the governing boards of schools and education non-profit organizations. Ernesto has also participated in mentorship and career enrichment events for Boston High School students, with organizations such as Sociedad Latina and Hyde Square Task Force. Ernesto also worked to improve diversity and inclusion in the investment management sector through recruiting events with ALPFA. Ernesto holds a Master's degree in Urban Planning from Boston University and a bachelor's degree in History from UMass Amherst. Ernesto enjoys being a father of two and spends his free time practicing Krav Maga.
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Sally Guadagno
Managing Director of AP STEM & English
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Sally Guadagno

Managing Director of AP STEM & English
Sally is an experienced English teacher, with more than 30 years of teaching experience at both the high school and college levels. She introduced the AP Language and Composition course to Marshfield High School and has served as the district representative to the Academic Assembly of the College Board. Sally started her time at Mass Insight as Director of English Services, a position she still holds in addition to her work as Director of the AP STEM and English program. In these capacities, Sally supports high school administrators and educators to increase AP program enrollment and qualifying exam scores. Sally is also a Visiting Instructor of Education at Wheaton College. Sally holds a B.A. and an M.A. in English Teaching from Merrimack College and the University of Massachusetts Boston, respectively. She completed her post graduate studies in Educational Leadership at Bridgewater State College.
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Kamau Hixon
Director, Prudential Capital Group
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Kamau Hixon

Director, Prudential Capital Group
Kamau is a Director and investment team leader for Prudential Capital Group, the private debt investing unit of Prudential Financial. Kamau is focused on originating, underwriting, and monitoring debt and equity investments in middle market companies. Kamau is principally responsible for a $700 million+ portfolio of investments in New England and Ontario, where he works closely with client management teams, intermediaries, and private equity funds to structure and execute transactions. Kamau invests across a broad spectrum of industries, providing capital to facilitate acquisitions, growth, recapitalizations and leveraged buy-outs. Prior to Prudential, Kamau focused on Restructuring Investment Banking at Gordian Group, and Asset Backed Securitizations at UBS Investment Bank. He began his career as an Analyst at Credit Suisse, in the Media and Telecommunications Investment Banking Group. Kamau earned a BA from Morehouse College and MBA from Columbia University. Kamau lives in New York City with his wife and two small children.
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Rob Jentsch
Managing Director of School Improvement
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Rob Jentsch

Managing Director of School Improvement
Rob manages a number of academic projects and currently oversees Mass Insight’s work in Evansville, Indiana. At Mass Insight, Rob’s work at the district level has included diagnostics, strategic planning, academic strategy, performance measurement, and leadership coaching for principal supervisors. With Partnership Zones and member schools, Rob has led Strategic Readiness Assessments (SRAs), school improvement planning, leadership coaching for principals, and created performance measurement systems. Previously, Rob worked with TNTP’s Baltimore City Teaching Residency program, where he provided Common Core content training, coached pre-K to 12 teachers and trained coaches. As an independent consultant, Rob designed curriculum and assessment, led professional development through seminars and coaching for district and charter leaders at both the school and systems levels, internationally and domestically. Rob started his education career in a high-performing/high-poverty school in North Carolina where he taught, founded an AP program, coached varsity baseball, and served as a department chair. Rob earned a B.A. in Anthropology from Macalester College. 
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Samantha Kennedy
Project Coordinator, External Affairs
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Samantha Kennedy

Project Coordinator, External Affairs
Samantha is a Project Coordinator on Mass Insight’s External Affairs team, where she manages Mass Insight's social media, blog, website, and legislative outreach. Prior to joining Mass Insight as an intern, she managed social media for several small businesses. Samantha also taught middle school Democracy and Advocacy through Generation Citizen. Samantha holds a B.F.A. from Emerson College.
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Nardos Kidane
Accounting & Finance Manager
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Nardos Kidane

Accounting & Finance Manager
Nardos oversees the Finance and Accounting operations at Mass Insight. She brings 20 years of experience working in both the private and public sector. Prior to joining Mass insight, she held a tax manager position at State Street Corporation. Nardos graduated summa cum laude with a B.S in Management Information Systems from UMASS Boston and earned a Master of Science in Finance from Brandeis University.
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Katherine Kilday
Director of Human Resources
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Katherine Kilday

Director of Human Resources
Katherine manages all aspects of Human Resources including policies and procedures, employee evaluation, talent acquisition and training, and benefits. She has been employed as an HR generalist for the past 11 years in a variety of industries. She received a B.S. in Management from Keene State College. 
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Mimi Letourneau
Content Director, AP Statistics
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Mimi Letourneau

Content Director, AP Statistics
Mimi has been a teacher for more 25 years. She taught AP Statistics for 15 years at New Bedford High School and has been a reader of the AP Statistics exam for 11 years. She also been a Saturday Study Session presenter for three years. She has a B.S. in math from the UMass Amherst, as well as many additional credits and experience in mentoring teachers.
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Dr. Susan F. Lusi
President and CEO
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Dr. Susan F. Lusi

President and CEO

Sue has worked in both urban and suburban settings, and in practice, policy and research, during her nearly 30-year career. She most recently served as Superintendent of Schools in Providence, R.I., where she is credited with increasing student achievement and opportunity. Most notably, she improved graduation rates as well as reading proficiency scores for Grades 4 and 11, particularly among English Language Learners.

Sue was a champion for Providence students. To enhance their college and career readiness, she and her team increased Advanced Placement, Career and Technical Education, and dual credit offerings in all high schools, as well as established partnerships with institutions of higher education. Sue also collaborated with the Providence School Board and Providence Teachers’ Union to develop board policy and teacher contract language supporting increased school autonomy.

Sue previously served as Superintendent of Schools in Portsmouth, R.I., Chief of Staff for Providence Schools and Assistant Commissioner for the Rhode Island Department of Education. She started her career at Brown University working for the Coalition of Essential Schools and the Annenberg Institute for School Reform, as well as serving as a Visiting Assistant Professor at the Taubman Center for Public Policy.

Sue is the author of The Role of State Departments of Education in Complex School Reform (Teachers College Press, 1997). She holds a B.A. in Economics and a M.A. in Teaching Social Studies from Brown University, and a M.P.P. and Ph.D. in Public Policy from Harvard University.

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Dr. Susan F. Lusi, Ex Officio
President & CEO, Mass Insight Education & Research
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Dr. Susan F. Lusi, Ex Officio

President & CEO, Mass Insight Education & Research
Sue Lusi has worked in both urban and suburban settings, and in practice, policy and research, during her nearly 30-year career. Mass Insight’s Chief Executive Officer and President, she most recently served as Superintendent of Schools in Providence, R.I., where she is credited with increasing student achievement and opportunity. Most notably, she improved graduation rates as well as reading proficiency scores for Grades 4 and 11, particularly among English Language Learners. Sue was a champion for Providence students. To enhance their college and career readiness, she and her team increased Advanced Placement, Career and Technical Education, and dual credit offerings in all high schools, as well as established partnerships with institutions of higher education. Sue also collaborated with the Providence School Board and Providence Teachers’ Union to develop board policy and teacher contract language supporting increased school autonomy. Sue previously served as Superintendent of Schools in Portsmouth, R.I., Chief of Staff for Providence Schools and Assistant Commissioner for the Rhode Island Department of Education. She started her career at Brown University working for the Coalition of Essential Schools and the Annenberg Institute for School Reform as well as serving as a Visiting Assistant Professor at the Taubman Center for Public Policy. Sue is the author of The Role of State Departments of Education in Complex School Reform (Teachers College Press, 1997). She holds a B.A. in Economics and a M.A. in Teaching Social Studies from Brown University, and a M.P.P. and Ph.D. in Public Policy from Harvard University.
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Peter Morton
Director of Advancement
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Peter Morton

Director of Advancement
Peter has spent the last 6+ years in the nonprofit industry as the VP, Corporate Development for Autism Speaks. Peter managed a team of 5 responsible for $10m in annual revenue working with a variety of brands including TJ Maxx, Home Depot, Philips Lighting, MassMutual, Quest Diagnostics, GameStop, and SunTrust. Peter specializes in developing multi-faceted partnerships combining the interests of all involved to deliver the highest impact and best results. Prior to working in the nonprofit industry, Peter spent 20+ years in the sports marketing and cable advertising industry as a sales manager with his most recent role at the New England Sports Network managing a team of 7 and an annual budget of $30m.
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Scott Nickles
Content Director, AP Science
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Scott Nickles

Content Director, AP Science
Scott joins us after 14 years as a high school science educator, having taught AP biology, AP chemistry, marine biology, environmental science, and biotechnology.   In his undergraduate work at Georgia State University, he studied lobster communication.  Scott earned his B.S. in Biology with a concentration in Neurobiology and Behavior before moving on to Southern New Hampshire University for an M.A. in Education concentration in Technology Integration.  His love of learning has him currently enrolled at the University of Saint Joseph working on his M.S. in Chemistry.
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Stephen Oleski
Research Analyst
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Stephen Oleski

Research Analyst
Stephen supports the College Success Program and other focus areas. Before joining Mass Insight, Stephen was a research intern for Verité. Stephen holds a B.A. in Economics and Political Science from the University of Massachusetts Amherst, concentrating in economic development and international relations.
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Dr. Sarah Phillips
Director of Research and Impact
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Dr. Sarah Phillips

Director of Research and Impact
Sarah Phillips is Mass Insight’s internal evaluator and leads studies examining the impact and effectiveness of our programs. Before joining the Mass Insight team, Sarah worked as the Vice President of Research at Tripod Education Partners where she developed a host of survey offerings and conducted numerous studies on issues such as school climate, student engagement, teacher effectiveness, and racial disproportionality. Sarah’s scholarship has been published in academic journals like The Urban Review and Social Work Research, and the social and emotional competency survey she developed for Tripod is featured in CASEL’s well-respected SEL Assessment Guide. Sarah’s research is informed by nearly a decade of experience as an educator and social worker. She was Service Director at City Year Rhode Island, a Community Organizing Liaison at the Jewish Council on Urban Affairs, and a founding staff member of Quilombo, one of Oakland, CA’s first community schools. In addition, Sarah taught middle school in the Oakland Public Schools and high school in Alameda County’s juvenile hall. She holds a doctorate in Social Policy from Brandeis University, a master’s in Social Work from the University of Michigan, and B.A. in U.S. History from Brown University.
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Margery Piercey, CPA
CFO/COO
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Margery Piercey, CPA

CFO/COO
Margery Piercey is a Certified Public Accountant and Chartered Global Management Accountant. Margery has spent twenty-seven years of her career in public accounting providing audit and advisory services to a diverse portfolio of public and private-company clients and not-for-profit organizations. She held many leadership roles in public accountant, most recently serving as Partner-in-Charge of a National firm’s Boston office and a member of that firm’s Executive Committee through a transitional period, leading the integration of its suburban and Boston office teams, including leading office growth and team development initiatives. Her tenure in public accounting also includes having served as leader of the Commercial Industry Audit Practice and the Family Business Service Team for a large regional firm. She spent eight years with PricewaterhouseCoopers. During a six-year hiatus from public accounting, Margery worked in the industry responsible for financial reporting, budgeting, forecasting and cash management with a global public manufacturing company and in the start-up environment. Margery has lent her experience as a financial expert and business leader as an advisor and Board Member to a variety of organizations, including the Association of International Professional Accountants (formerly, the memberships of the American Institute of CPAs).  She is a past Board Chair of both the Massachusetts Society of CPA and the United Way of Tri-County. Margery served for eight years on the Board of Mass Insight Education & Research during which term she chaired both the Finance & Audit and Governance & Nominating Committees.  Margery is an active member of the Accounting Department Advisory Council of UMass Amherst’s Isenberg School of Management.
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Sam Pipp
Deputy Director of Advancement
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Sam Pipp

Deputy Director of Advancement
Sam has spent his career in the nonprofit field, specializing in both funding and program development. His primary areas of professional focus are educational equity and organizational partnership building. He is currently on the board of directors for the DREAM Program, an organization that provides mentoring opportunities to students living in affordable housing communities. He received his bachelor’s degree from New York University and an M.B.A. from UMass Amherst.
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Leslie Prudhomme
Senior Content Director, AP Science
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Leslie Prudhomme

Senior Content Director, AP Science
Leslie supports AP teachers in the classroom, helping to strengthen teaching practices and develop ways to improve student success. Initially trained as a wildlife biologist, she worked on state and federal projects throughout the United States. Leslie has a broad range of management and conservation experience in habitat, heavy metal contaminant, and population assessments. A change in life circumstances led her to public education where she has been engaging students in the life sciences for 16 years. She has taught earth science, stream ecology, chemistry, biology, and AP biology. Leslie holds a B.A. in Biology with a concentration in Zoology from California State University in Sacramento and a M.S. in Wildlife Management from the University of Maine, Orono.
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Carol Relph
Administrative & Events Manager
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Carol Relph

Administrative & Events Manager
Carol provides advanced administrative support for Mass Insight's President and CEO, and manages event planning and special projects across the organization. Prior to joining Mass Insight in 2009, Carol was a corporate event planner for more than 25 years.
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John Schneider
Managing Director of External Affairs
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John Schneider

Managing Director of External Affairs
John is an accomplished leader in expanding educational and economic opportunity in Massachusetts with more than 20 years of experience working with government, nonprofit and public policy organizations. Prior to joining Mass Insight, John worked with charter management organizations on strategies for expansion in underserved communities and with Empower Schools on their strategic expansion in Massachusetts. He served as the executive vice president to the Massachusetts Institute for a New Commonwealth (MassINC) where he led the organization’s groundbreaking Gateway Cities research and policy initiative and the New Skills for a New Economy Campaign, MassINC’s workforce development research and advocacy program. Prior to joining MassINC, John directed a regional planning and economic development partnership in Boston’s high-tech Metrowest region. He also served as chief of staff to the House majority whip and research director to the state legislature’s Joint Committee on Education, Arts and Humanities, where he played a key staff role in the development, passage, and implementation of the Massachusetts Education Reform Act of 1993. John also has worked in higher education, coordinating programs for first generation college students and adult students returning to college to complete their degrees. He began his career as a teacher in an alternative high school working with out-of-school youth in Chicago and Boston. Trained in education and public policy, John has degrees from Northeastern University and Loyola University of Chicago.
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Julie Shepherd
Consultant
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Julie Shepherd

Consultant
Before joining Mass Insight, Julie taught 7th and 8th grade mathematics in Illinois, 8th grade mathematics in Georgia, and 4th-6th grade mathematics in Sweden, and also held leadership positions in both Georgia and Sweden. While attending graduate school at the University of Iowa, she worked for Iowa Testing Programs as a research assistant for four years and presented at numerous American Educational Research Association and University Council of Educational Administration conferences. Julie holds a B.S. in Elementary Education from Illinois State University and an M.A. in Educational Measurement and Statistics, an Ed.S. in School Curriculum and Assessment Policy, and a Ph.D. in Educational Policy and Leadership Studies from the University of Iowa.
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Larry Stanton
Senior Consultant
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Larry Stanton

Senior Consultant
Larry leads Mass Insight’s State Development Network and supports strategic planning efforts in Partnership Zones. Larry served as Strategy and Planning Officer for the Chicago Public Schools from 2003-2008 with responsibility for developing, managing and communicating the district improvement strategy. Since 2008 he has been an independent consultant helping clients in education and workforce development to develop and implement strategies for change. From 2010 to 2012 Larry co-chaired the Illinois committee charged with developing new teacher and principal evaluation systems. He also has served as vice chancellor for administrative services of the City Colleges of Chicago. He began his career as a high school English teacher and tennis coach. Larry has a M.P.A. from the Harvard Kennedy School, a J.D. from Loyola University Chicago and a B.A. from the University of Notre Dame.
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Dick Taggart
Richard Taggart, Chairman
EVP, Global Head of Investment Operations, State Street Global Advisors
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Richard Taggart, Chairman

EVP, Global Head of Investment Operations, State Street Global Advisors
Dick Taggart is the global head of operations for State Street Global Advisors. Dick was previously responsible for State Street’s Investment Management Services business. Prior to joining State Street, he was senior vice president and head of Global Operations at AllianceBernstein, responsible for institutional investment management operations, fund services, and broker-dealer operations. Dick also served on the board of the Depository Trust and Clearing Corporation, the organization providing central clearance and custody for the securities markets in the United States. He spent the majority of his career at Morgan Stanley as a managing director, where he was responsible for a variety of operations functions, including Transformation Services, Institutional Equity Operations, Global Custody Operations and MSCI Product Development. His international assignments have included Tokyo, London and Geneva. Dick also served as a principal in two start-up firms in technology and business process outsourcing. He was senior vice president and head of Global Business Architecture at JPMorgan Chase Global Investment Services and vice president and head of Research Operations at Greenwich Associates. Dick serves on the Board of Managers of Omgeo. He received a Master of Science in industrial engineering and operations research from Columbia University and a Bachelor of Science in mathematics from St. Lawrence University.
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Marty Walz
Principal, Marty Walz & Associates
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Marty Walz

Principal, Marty Walz & Associates
Marty Walz has over 25 years of experience in leadership positions in the non-profit, corporate, and government sectors. As the principal of Marty Walz & Associates, she provides executive level support to organizations of all sizes, and her work includes project management, strategic planning, fundraising, communications and advocacy, board development, and interim leadership roles. Prior to founding her own firm, Marty served as the President and Chief Executive Officer of Planned Parenthood League of Massachusetts, leading the organization’s health care, education, and advocacy work. A former State Representative, she represented the 8th Suffolk District for 8 years. Among her legislative achievements, she was the author of the 2010 education reform law, the anti-bullying law, and the law allowing the establishment of virtual schools. Marty has held leadership positions at non-profit and public organizations including Jumpstart for Young Children and Boston Public Schools. Marty started her career as an employment attorney, having practiced law at the national law firm Littler Mendelson and the venerable Boston law firm Palmer & Dodge. She also worked as Associate General Counsel for Harcourt General, Inc. Marty holds a M.P.A. from Harvard University’s John F. Kennedy School of Government, a J.D. from New York University School of Law, and a B.A. from Colgate University.
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Andrea Wolfe
Managing Director of School Improvement
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Andrea Wolfe

Managing Director of School Improvement
Andrea leads large consulting projects across the country including Boston Public Schools (Boston, MA), Aurora Public Schools (Aurora, CO), and the Texas Education Agency (Austin, TX). Andrea has also led various school improvement initiatives in Providence, RI, Portland, ME, and Accomack, VA; and district diagnostic strategic planning work in Lexington, KY and Portland, ME. In each engagement, Andrea collaborates with school, district, and state clients to design and implement academic and organizational strategy to strengthen school and district performance. Prior to joining Mass Insight, Andrea worked with TNTP to design and improve teacher recruitment, selection, development, and evaluation strategies across the country. Andrea also managed TNTP’s new teacher training and support program with Chicago Public Schools. Andrea also taught bilingual 4th grade in Austin, Texas. Originally from Bolivia, Andrea received a B.A. from the University of Notre Dame.
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Mass Insight’s expert team of school improvement and content professionals works with schools, districts, and states to implement proven school improvement strategies that focus on the seven elements of our Theory of Action. By focusing on system transformation and student academic success, we help schools dramatically improve and, importantly, student learning increase. At Mi, we are committed to changing lives and changing schools across the country.