In addition to advocating for the state’s position as a global asset management capital, The Boston Financial Services Leadership Council highlights the various segments that strengthen the state’s financial services sector. Mass Insight has interviewed key thought leaders from the financial services sector who bring unique perspectives from his or her finance specialty including: asset management – insurance – retirement – mutual funds – banking – private equity – venture capital – academics – talent – economy – fintech
Charlie Baker, Governor, Commonwealth of Massachusetts
“In order for Massachusetts to attract, retain and develop the next generation of innovation, we need to utilize our resources and create meaningful partnerships in all out communities.”
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Charlie Benway, Executive Director, Advanced Cyber Security Center
“The financial services sector has taken a leadership role in our region’s focus on cyber security. From actionable threat intelligence, to research and development, to talent management, innovation from our finance firms is positioning the state as a veritable cyber security hub.”
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Bryan Calder, President, U.S. Bank Global Corporate Trust Services
“The quality, highly-respected colleges and universities in Boston and the surrounding community, as well as the large number of financial services businesses located here, enable us to find very talented people with the education and the financial experience we need at U.S. Bank.”
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David Cotney, Commissioner of Banks, OCABR, Commonwealth of Massachusetts
“In the past year, we have seen the first Massachusetts bank, Lowell Bank, offer an interactive teller machine with live video assistance 24 hours per day. Mobile transactions, prepaid cards and other payment options are also evolving very rapidly.”
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Hugh Courtney, Dean and Professor of International Business & Strategy, D’Amore-McKim School of Business, Northeastern University
“The relationship between higher education and the financial services sector in Massachusetts, and specifically in Boston, makes the region an ideal ecosystem to win the competition for talent and innovation, not only regionally and nationally, but globally as well.”
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Greg Dracon, Partner, .406 Ventures
“Entrepreneurship has become very healthy in the U.S., and specifically in Boston, because of its world-class universities. As a result, companies wanting to foster entrepreneurial activity have set up shop in the New England region.”
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David Long, Chairman and CEO, Liberty Mutual Insurance
“There is great demand from Liberty and others for high-performing professionals with science, technology, engineering and mathematics (STEM) degrees or experience. And our demand for skilled professionals across the board will only increase as we will likely hire 25,000 people worldwide over the next five years.”
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Charlie Morrison, President of Asset Management, Fidelity Investments
“As we approach our 70th year, we are now a national firm with a global workforce, but we remain deeply connected to our hometown – to its energetic people, proud communities, culture of entrepreneurship, and world-renowned healthcare and academic institutions.”
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Robert Reynolds, President & CEO, Putnam Investments
“Retirement savings are to Boston as oil is to Houston — but with a much, much lighter carbon footprint!”
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Jerry Sargent, President, Citizens Bank
“Our universities attract smart, talented students from around the world and our strong financial services sector recruits many of those students after graduation.”
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John Serafini, Vice President, Allied Minds
“At Allied Minds, we are company builders, leveraging our unique network of universities and federal research labs to provide the intellectual property that serves as the foundation of each of our companies. Accordingly, there are few geographic locations in the US that provide a greater density of R&D centers of excellence than the larger Boston region.”
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Martin J. Walsh, Mayor, City of Boston
“Boston has a world-leading college and university system; a vast array of innovative companies across a wide spectrum of industries; and a government that already has seen dividends from making strategic investments in several science and technology clusters. If we work together, we will win the competition for talent and innovation.”.”
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