Richard Taggart, Chairman
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.
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.
Jim Balfanz has served as President of City Year since 2010. Jim led City Year’s strategic shift toward addressing the nation’s urban education challenge as a scalable human capital strategy for high-poverty schools. He co-authored a 2012 City Year report, Closing the Implementation Gap, that highlights the critical role national service can play in helping to improve student achievement in America’s highest need schools. In partnership with Johns Hopkins Talent Development and Communities In Schools, Jim has also played a leadership role in the development of Diplomas Now, which was awarded a $36 million Investing in Innovation award by the Department of Education.
Jim received his undergraduate degree from Northeastern University, is a graduate of the Wharton School of Business executive management program, and is a 2011-2012 Pahara-Aspen Education Fellow. He currently serves on the boards of Eye to Eye and City Year UK. In 2016, he was appointed to the Aspen Institute National Commission on Social, Emotional, and Academic Development as a Distinguished Educator.
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.
Susan F. Lusi, Ph. D., Ex Officio
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.
Margery L. Piercey, CPA CGMA
Margery Piercey is a Certified Public Accountant and Chartered Global Management Accountant. Margery has spent the majority of her career in public accounting providing audit and advisory services to a diverse portfolio of public and private-company clients. She has served in many leadership roles including leader of the Commercial Industries Audit Department at a regional accounting firm. Eight years of her public accounting career were with PricewaterhouseCoopers.
In addition to her public accounting experience, Margery spent six years in the industry working in corporate financial reporting and treasury management with a global public manufacturing company and in the start-up environment.
Margery lends her experience as a financial expert and business leader as an advisor and Board Member to a variety of organizations. Currently, in addition to serving on the Mass Insight Board, Margery serves on the Board of Directors of the Association of International Professional Accountants (the Association), which in January 2017 combined the memberships of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA). Both predecessor organizations were founded over a century ago and combined have members totaling 650,000 in 175 countries. She also served on the Talent and Remuneration Committee of both the AICPA and the Association.
Margery is also active in the Accounting Advisory Council of UMass Amherst’s Isenberg School of Management, her alma mater.
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.