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40 Under 40 The Class of 2017

Principal, Customer Relationship Development, Sumner & Toner Insurance Agency Inc.; Age 36

Jack Toner

Jack Toner

Jack Toner is a third-generation business owner who you might say is going the distance. He’s an insurance agent by trade, and a marathoner for fun.

“The insurance business is always evolving and changing; on any given day you might come across a new risk that you need to manage,” he explained. “Running is a mental and physical recharge for me.”

He’s also on the run for his clients, some who’ve been with Sumner & Toner for more than 40 years.

Toner said the insurance industry is all about partnerships, bringing agents and customers together to tailor policies to meet each of their specific needs. “I like meeting people and figuring out not only how to help them prepare for the unexpected, but also make a positive difference in their lives.”

He got a jump start on changing lives for the better two years out of Georgetown University, when he taught English as a second language in China. “I was working in D.C. and decided I wanted to see the world and do something different,” Toner said. “It was amazing to experience their culture, and share ours.”

When he returned, he worked as a leasing agent for just over a year. He decided to come home to work at his family’s agency because it was an opportunity to not only carry on a family legacy, but build on a solid foundation of success.

“In 1967, our family became involved in a local independent insurance agency that was founded in 1933 in Springfield,” he noted. “The agency took its present form in 1998, when my father, Bill, and Warren Sumner III merged their two agencies. Today, Warren’s son Bud is my partner in the agency.”

Toner, who lives with wife, Elizabeth, in Longmeadow, is also involved in the community, serving as a leader for the Young Professional Society of Greater Springfield, Habitat for Humanity, and the Springfield Rotary Club. He also serves on St. Mary’s Parish Council in Longmeadow, and is a fourth-degree Knight of Columbus.

“I truly believe in the Rotary’s mission, ‘service above self,’ and serving humanity, whether it’s in our own backyard or across the world,” he said.

He added that he’s blessed to have loving parents who taught him that the world was bigger than him. “They told me to be patient, humble, and considerate, and that would lead to success.”

—Alta Stark

40 Under 40 The Class of 2017

Owner and Instructor, MEGAdance; Age 32

Megan Shaw

Megan Shaw

Megan Shaw has been passionate about dance and fitness all her life, so, about eight years ago, she started teaching Zumba.

Noticing that her classes at the YMCA were always packed, she took a leap in 2012 and launched her own fitness business, MEGAdance — which she characterizes as a “high-energy dance party workout” — from a small church basement, starting with only eight students. But it grew quickly by word of mouth, and today, she’s moved to much larger facilities in Greenfield, where her classes typically draw 40 to 50 people.

“MEGAdance is a place where people of all ages, sizes, backgrounds, and fitness abilities work out, dance, and have fun without fear of judgment,” she told BusinessWest. “I strive to create a positive environment where everyone is celebrated, supported, and encouraged to be themselves and express their own rhythm in class and in life.”

Shaw said her classes are a judgment-free zone for women and men of all ages, backgrounds, and abilities. “I love that women in their 70s come to my class; it’s very inspiring. And I strive to create a positive environment where everyone is supported and encouraged to be themselves. We are a fit family.”

It’s also a business that gives back to the community, offering free classes in low-income communities, schools, nursing homes, and at the Center for Human Development, and holding fund-raisers to support the New England Learning Center for Women in Transition, Shriners Hospitals for Children, Community Action, and most recently, the Peruvian Red Cross to help flood victims.

Shaw, who speaks Spanish fluently, is especially fond of Peru after spending the past two summers there, participating in internships that promote sustainable agriculture and working with indigenous communities.

“Because I come from a humble background and understand the struggle to live with few resources, I feel strongly about supporting the community,” she said, both in Peru and in her own backyard. To be able to do that while sharing her passion for dance, well, that’s just gravy.

“The goal in my professional life is nothing short of breaking the status quo and transforming my community through dance fitness, community building, and radical self-acceptance,” she noted, adding that seeing lives change for the better is only half the story.

“It’s reciprocal,” she said. “They change my life, too.”

—Joseph Bednar

40 Under 40 The Class of 2017

Executive Director, Palante Theater Co.; Holyoke City Councilor; Age 29

Nelson Roman

Nelson Roman

Nelson Roman loves the theater and played many roles in well-known productions during his youth. But his life story is more compelling and inspirational than any script.

“I’ve gone from hopeless to hopeful through the things I’ve done and am making my dream become a reality,” said the Puerto Rican, bilingual founder of the black-box-style Palante Theater Co. in Holyoke, whose first production will be a Puerto Rican/Latino play.

A decade ago, after learning he was HIV positive, Roman became homeless and spent two years on the streets of Holyoke before a state program changed his life.

Today, he has secured the initial investment for his theater, plans to launch a capital campaign to fund it, and has support from the Urban Theater Co. in Chicago and the Mass. International Festival of the Arts Victory Theatre in Holyoke.

His goal is to give local people an inexpensive venue to see live productions and showcase young talent via plays and films that raise awareness about social issues and celebrate the Puerto Rican and Latino cultures.

Roman is also working to help revitalize South Holyoke. The Ward 2 city councilor was first elected in 2015 and views himself as a connector between government and the neighborhood. He started three neighborhood associations, helped create Taste of South Holyoke and the Holyoke World AIDS City Event, chairs the Joint Committee of the City Council and the School Committee, and serves on the council’s Development and Government Relations Committee.

In 2012, he founded the Imperial Court of Western Mass. Inc., a nonprofit that raises money to provide services to the lesbian, gay, bisexual, and transgender community and people who have HIV or AIDS.

“Five years later, we were able to give out $65,000 in grants to organizations that include the AIDS Foundation of Western Mass. [he served on that board from 2013 to 2015], the Holyoke House of Color, Springfield Pride, and Northampton Pride,” he said.

Roman served on the board of the Springfield Puerto Rican Cultural Council from 2014 to 2016, and has been feted with the Audre Lordes Founder Award and an International Court System Commendation.

“Every day when I wake up,” he said of his approach to life, “I think, ‘what if I am not here tomorrow? Have I done everything I can to make a positive difference in my community?’”

—Kathleen Mitchell

40 Under 40 The Class of 2017

Director of Franklin/Hampshire Vocational Services, ServiceNet; Age 34

Shawn Robinson

Shawn Robinson

Shawn Robinson was 12 years old when he walked by a music festival in a park and was recruited into the Berkshire Coalition to Prevent Pregnancy.

At age 15, he wrote an application for and won a grant from the United Way to launch a free Culture Camp for kids that he ran with his peers, and a year later he was named to the Berkshire Coalition board of directors.

Robinson was exposed to people with diverse abilities throughout his youth because his parents worked for the Department of Developmental Services, and clients shared Thanksgiving and overnight stays with them. Those experiences, combined with parental values and his involvement in church, Boy Scouts, youth groups, and two missionary trips to Haiti during high school and college, fueled his passion to help others.

“I’ve always had a deep sense of wanting to make a difference,” he told BusinessWest. “I want to do anything I can to help the community, and often find myself getting involved in things without thinking, although I try to serve on only three boards at a time.”

Robinson and his wife, Jill, are parents to Sofia, 6, and Jake, 3, and he has volunteered with Big Brothers Big Sisters of Hampden County since 2008. He co-founded the Pioneer Valley chapter of Young Democrats, and served as president and was named Massachusetts Young Democrat of the Year in 2010.

In 2011, ServiceNet asked him to develop a program to improve client health outcomes through fresh-air and outdoor work. He spent a year working with a disabled man who lived in a house in Hatfield with plenty of acreage, and they converted the property into Prospect Meadow Farm.

Today, it employs 70 people with developmental disabilities, autism, or brain injuries who raise chickens, sell eggs, manage one of the state’s largest log-grown shiitake-mushroom operations, build and sell wood products, and operate catering and community landscaping services.

Robinson is president of the board of Highland Valley Elder Services and serves on the Ethics Committee at Cooley Dickinson Hospital, the town of Hatfield Finance Committee, the town’s Mental Health Awareness Committee and Council on Aging, and ServiceNet’s Diversity Committee. He has received awards from United Way of Hampshire County and the Mass. Department of Developmental Services. And he’s not slowing down.

“In the next few years,” he said, “I will look at new ways of engaging in the community.”

—Kathleen Mitchell

40 Under 40 The Class of 2017

Vice President, Internal Control, PeoplesBank; Age 32

Trisha Leary

Trisha Leary

It’s a challenging, tightly regulated world for banks these days, so it’s hard to overestimate the importance of auditors. But let’s hear Tom Senecal, president and CEO of PeoplesBank, tell it.

“I formerly served as the CFO, so I know how important financial audits and risk-mitigation efforts are to our safety and security,” he noted by way of explaining why Trisha Leary was promoted from Risk Oversight officer to vice president of Internal Control. “Trisha is the person our leadership team turns to for information on federal and state banking regulations, risk management, and related reporting.”

Leary started her career in a different corner of the financial-services world, as an accountant with Wolf & Co., primarily focusing on banking. “That’s how I got into banking,” she said. “I started auditing banks from a public perspective, then came to be the internal auditor here. I focus on policy and procedure, and make sure we’re doing what we say we’re doing.”

In doing so, she gets to interact with every department in the bank. “We’re looking at everything from the teller line to financial statements, making sure everything is in line; we get to see how everything operates, and it’s interesting. I get to work with a bunch of great people.”

Like most PeoplesBank employees, Leary also has one foot firmly planted in community service, volunteering for the United Way Day of Caring — her projects have included revitalizing a rec room at the YMCA of Greater Springfield, restoring and painting fences surrounding Wistariahurst Museum, and landscaping and cleaning up Forest Park Zoo — and serving as treasurer for Girls Inc., a cause especially close to her heart.

“I’m honored to be on the board,” she said of the nonprofit, which provides girls with opportunities to reach their full potential through programs in STEM studies, leadership development, and life skills, among others. “I have two girls myself, and I see the impact this organization has on girls’ lives.”

Leary also volunteers for the bank’s social committee, employee appreciation committee, and holiday committee, but finds it most gratifying to reach out to the community.

“As fun as it is being an auditor, it’s more satisfying when you can go out and help others,” she added. “The bank is very good about allowing opportunities for getting involved; it’s something we pride ourselves on. There’s a lot of satisfaction in that.”

—Joseph Bednar

40 Under 40 The Class of 2017

Teacher, English Language Learners School; Children’s Author; Age 26

Katherine Kraver

Katherine Kraver

Katherine Kraver jokes that she’s “retiring in reverse.”

That’s a reference to the fact that she’s collecting stamps on her passport — dozens of them — when she’s in her 20s, not 60s, 70s, or 80s. But she’s not traveling to destinations as diverse as Costa Rica, Croatia, India, Jordan, and South Africa to relax, sightsee, and snap photos for albums (although she does some of that).

No, she’s going to learn. Only she has another name for it.

“I keep it to business,” she noted, adding that this means absorbing everything she can about these countries, many of which are the birthplaces of students in her third-grade classroom at the ELL (English Language Learners) School in West Springfield.

“Every school vacation, I pick a student in my classroom, and I travel to their home country to learn more about their culture, customs, language, history, and some of the experiences they may have gone through,” she explained. “Students are more willing to learn when they feel you’re really connected to them, like if I know a little of their language, or a tradition, or something else I can connect to them with.”

And these trips have yielded more than insight, perspective, and those connections. Indeed, they have provided storylines and inspiration to tell those stories, in the form of children’s books told from the perspective of a child.

Her first, It Was Just a House, written when she was just 24, was inspired by her trip to a Middle Eastern refugee camp. Her second, The Boy with the Red Shoes, released last year, was motivated by her trip to Haiti following the earthquake there in 2010.

“I wrote that first book to teach other students about what that child might be bringing into our classroom, and how we can be compassionate and empathetic, as well as to teach my co-workers and adults about these people we know so little about,” she said, adding that it was the same with the second tome.

While she likes to talk about where’s she’s been, Kraver is more fond of discussing where she’s going next, to do more learning and perhaps gain the inspiration to pen additional books.

In fact, just a few days after the 40 Under Forty gala in late June, she’ll be off to Venice and a host of other destinations in Italy.

Retiring in reverse? Not even close. This will be another ‘business’ trip.

—George O’Brien

40 Under 40 The Class of 2017

Director of New Beginnings Early Education & Care Center, Springfield Partners for Community Action; Age 38

Tabitha Desplaines

Tabitha Desplaines

When Tabitha Desplaines was a child, she’d pretend to be a teacher, imagining her stuffed animals were students.

“I loved school, and teaching was all I wanted to do,” she said, adding that, when she was 17, she got pregnant and figured she’d hit a roadblock on her way to a career in education. But her mother had other ideas.

“She told me I was going to finish high school on schedule and go on to college; I had her full support, and together we figured it out.”

So Desplaines graduated high school with an 11-month old. Then she not only earned her college degree, she graduated at the top of her class. In her valedictory address, she praised her mom for helping her achieve her goals. “It was a struggle, getting through college, having a young child, but I looked to my mother, who was a single parent; she always figured out a way to take care of our family and give us what we needed, and that’s something I’ve taken with me my whole life.”

Desplaines planned to teach kindergarten, but when she couldn’t find a job in the public-school sector, she took a position at a private early-education and child-care center. There, she worked her way from the classroom to administration, leading to her present job as director of Early Education & Care for New Beginnings.

“I like teaching and guiding people — children and adults,” she said.

Her boss, Paul Bailey, says her experience of being a young, single mom “enhanced the skills she needed to become an ideal mentor, model, and (at times) shoulder to cry on for parents, students, and staff.”

Desplaines told BusinessWest she’s able to do what she does because she has a great family. She and her husband, Joshua, will celebrate their 14th anniversary this year. Her son Connor, who’s almost 21, is in college studying business.

She says her proudest New Beginnings achievement has been leading the center’s journey to accreditation, which was earned the year after she started. “I believe every child has a right to a quality education,” she said. “And I want to make sure our children have the skills, tools, and resources they need to grow and succeed. If there’s no funding, I try to find it.”

Desplaines says she’s always at the table, making herself known, because “it’s really important to me that these children get the best education they can.”

—Alta Stark

40 Under 40 The Class of 2017

Donor Outreach Manager, Baystate Health Foundation; Age 31

Jenna Conz

Jenna Conz

Jenna Conz says a career in the world of giving is a natural fit.

“I grew up in a family that was really involved in the community; our family culture was giving back,” she said. “That was ingrained in me from an early age, and it followed me through my experience at UMass. When I was job hunting, I had a real passion for being involved in the community and seeing the impact of what fund-raising can do.”

A development position opened up at the Jimmy Fund, and from there she made her way to Baystate Health Foundation, where she spent her first five years fund-raising for Baystate Children’s Hospital, which involved another of her loves, event planning, and saw her managing some of the health system’s signature events, from the Children’s Miracle Network Radiothon to the Max Golf Classic.

In that role, she got to hear plenty of patient stories, both heartwarming and heartwrenching, and occasionally inspiring, like the young patient who was transported in an adult-sized wheelchair and started a fund-raiser to purchase pediatric wheelchairs — one that took off when he shared it on the Radiothon.

Since 2015, Conz has taken on the role of donor outreach manager, overseeing stewardship of foundation donors across the health system, in so doing exposing herself — and others — to a wider range of patient success stories.

“I am so appreciative of the relationships I’ve formed, personally and professionally,” she said. “I get to meet people who have had amazing care at the children’s hospital or the Cancer Center, and hear life-saving stories from the Emergency Department. I feel so honored to share those stories in the community, letting people know about all that’s going on here.”

But Conz is doing much more than soliciting gifts. Outside the workplace, she’s doing plenty of giving herself — of her time and energy, to organizations like Northampton Dollars for Scholars and the Easter Seals. All the while, she’s thankful for a career that continues to bring her face to face with life-changing stories.

“It’s incredible to see the high level of care right here in our backyard; it’s incredible,” she told BusinessWest. “My job is to make sure people continue to choose Baystate as their charity of choice.”

—Joseph Bednar

40 Under 40 The Class of 2017

Co-owner, Camp K-9; Age 36

Alessandra Connor

Alessandra Connor

Ali Connor and her husband, Nick, wanted a change.

They both worked in upper management in the retail world, but the hours and lifestyle weren’t amenable to a growing family, which, in the spring of 2015, included a 2-year-old son, Reid, and another son, Wyatt, on the way.

That was the year their careers went to the dogs.

“We realized we wanted to do our own thing,” she told BusinessWest. “We tried a couple of things based on our experiences, but they didn’t pan out.”

But, dog owners themselves, they both loved animals and realized that their hometown of Westfield didn’t have a day camp for dogs — so they started one.

“We cater to customers who have busy lifestyles,” Connor said, noting that Westfield officials were excited about this new entry into the business community. “They saw what we offered was a lot different than the traditional kennel concept.”

At Camp K-9, which offers both day-care and sleepover services, the Connors emphasize getting to know not only the dogs, but their owners, in order to provide personalized care. Besides daily play groups, the facility arranges monthly events — like a Picnic in the Paw’k Pawty on April 24 — and allows dogs access to an indoor dog park and ‘fun-gility’ gym to socialize and exercise.

“We have fun,” she said. “We try to make the experience like a preschool daycare. A child might have arts and crafts or hobby days, and so do we.”

While brightening the days of their canine visitors, Ali and Nick also donate resources and energy to organizations including the Westfield Animal Shelter, Rainbow Rescue, T.J. O’Connor Animal Hospital, Westfield schools, the Kiwanis Club, Shriners Hospitals for Children, 126th Brigade, Children’s Miracle Network, Heroes at Home, Rays of Hope, and Westfield Little League, among others.

“I would love to do more, but we do what we can,” she told BusinessWest, adding that she takes pride in supporting groups that make life better for Westfield-area residents — by running a successful business that makes life easier for dog-loving families.

“There’s a bond you don’t get with other animals,” Connor said. “The companionship of dogs is so important to me, and it’s important to our customers. We were the first customers here, and as customers, we ask, ‘what do we want our dog to be doing?’”

Answering that question on a daily basis has been a rewarding experience, she added. “It’s great owning a business — a fun, family-oriented business — with someone you love.”

—Joseph Bednar

40 Under 40 The Class of 2017

Assistant Vice President, PeoplesBank; Age 39

Michelle Chase

Michelle Chase

Michelle Chase says she has a simple, yet quite poignant outlook on her career, parenting, and … every facet of her life, really.

“With whatever I’m doing, whether its running, with the kids, at work … I’m always trying to think of a way where I can leave my mark, or I can leave my legacy,” she explained, adding that she believes she’s been quite successful in those efforts to date.

As she elaborated, she started with a reference to a quarterly coffee hour she spearheaded at PeoplesBank, where she has been employed since 2011, currently serving as assistant vice president and manager of the branch in Westfield.

“A member of senior management speaks at that coffee hour about their career development and how they got to where they are — the career path they took, the mistakes they made, the things they did well,” she said of the gatherings, staged at the institution’s headquarters in Holyoke. “And it has spread like wildfire at the bank; we’ve run out of room for the people who want to attend. I left my mark — that event will continue long after I leave the bank.”

Chase is also leaving a mark, her mark, in the community through contributions to groups and causes ranging from the Young Professional Society of Greater Springfield (where she volunteers with everything from the CEO luncheons to dodgeball) to the Greater Westfield Chamber of Commerce; from Habitat for Humanity to the Springfield Boys & Girls Club.

She brought this passion to serve and help others together with another recently developed passion — running — to help in the fight against breast cancer. Indeed, soon after her best friend was diagnosed with that disease, she organized a 5k race called the Breast Run Ever.

And she believes she’s making her mark as a parent through … well, all of the above, by setting a solid example for her children, daughter Emma Daunais, 14, and son Chase Daunais, 11.

“One of the reasons why I do the things I do within the community is to lead by example and hope that these are things that they pick up and they want to do themselves someday,” she explained. “I’d love it if they’d say, ‘my mom did these things, and I want to follow that lead.’”

As she said, she likes to leave her mark, and it’s a mark of excellence and commitment to the community.

—George O’Brien

40 Under 40 The Class of 2017

Assistant Professor of Accounting, Elms College; Sole Practitioner, Cathro LLC; Age 36

Charlotte CathroCharlotte Cathro calls herself a “solver.”

Math has always come easily to the licensed certified public accountant, and she is passionate about simplifying complex concepts and helping students and business clients reach their goals.

When Cathro was told the Corporate Tax course in the Elms College master’s program needed to be revised, she took it upon herself to revamp the curriculum and made the material more relevant and easier for students to understand.

Cathro serves on the Elms faculty budget committee, and is a member of the Society of Certified Public Accountants and the American Institute of CPAs. She has worked in public accounting since 2002 and was a former manager at Meyers Brothers Kalicka, P.C. in Holyoke.

She enjoys disseminating knowledge, which she has done via presentations at Forbes Library in Northampton, and for Merrill Lynch, Click Workspace, and the Estate Planning Council of Hampden County. She has written articles for BusinessWest and HCN, and helps clients with personal and professional financial situations.

“I try to find solutions for people, and if I can’t answer a question directly, I look things up or use my network, which I believe is incredibly important,” she explained. “If you are willing to help others, you can call on them when you need to. It’s how the world goes around.”

She and her husband, Patrick, are parents to 6-year-old Oliver and 2-year-old Graham. She volunteers at their schools and is passionate about rescuing animals. She has two dogs and a cat, serves as a foster parent for animals, and has driven across the Northeast to rescue them. She is a member of the MSPCA and treasurer for Dakin Humane Society, where she led the search committee for the organization’s executive director and helped it choose a new financial director, and is also involved with New England Bassett Rescue and Looziana Bassett Rescue.

Cathro serves on the Look Park Auction Committee and loves taking her children there. She was treasurer for DEAF Inc. and has volunteered for Boston Cares, Operation Hope, and Junior Achievement.

“I’m a good listener, am constantly problem solving, and love animals,” she said. “They are always there for you.”

Cathro strives to emulate that quality, as she finds solutions to help people, organizations, dogs, and cats.

—Kathleen Mitchell

40 Under 40 The Class of 2017

Owner and President, Vivid Hair Salon & Spa Inc.; Age 35

Basia Belz

Basia Belz

When asked what she does for a living, salon owner Basia Belz will tell you she’s a master color specialist and stylist. But this hairstylist is truly a cut above, modeling more of the Old Masters, using hair as her canvas.

“I love that, in just a few hours, I can miraculously transform someone, and help them see their inner beauty,” said Belz, adding that her salon specializes in hair coloring and hair extensions, and helping brides look their best. But it’s more than beauty that drives Belz. She goes to great lengths to make a difference in her community.

“I’ve volunteered since I was a child, and I love to give back,” she told BusinessWest, adding that helping cancer patients feel and look good is one of her top priorities. “My grandmother had cancer, and I’ve devoted a lot of my time to events and fund-raisers in her honor. I want to make her proud.”

Belz is a longtime supporter of the Rays of Hope Foundation, creating pink pieces (hair extensions) for a cure. She’s also earning certification in wig fitting and maintenance to help cancer patients when they lose their hair. Belz says she wants to make each client feel special and cared for.

She’s been in the business for more than 19 years, graduating from Dean Technical High School’s cosmetology program, and earning business degrees from Holyoke Community College and Western New England University. She started her own salon when she was just 23, and has grown her business from one full-time employee to an expanded, full-service salon with a team of 10.

With her business thriving, she’s become even more active in the community, raising thousands of dollars for various organizations through her Vivid Community Care Projects.

“I enjoy bringing people together for a great cause and great time,” said Belz. She’s hosted numerous fund-raisers, like ‘paint parties,’ and sponsored a girls softball team in Westfield. She’s partnered with Westfield State University at a mental-health fair and was back on campus April 9 for the Buzz Off for Cancer event, shaving heads in honor and support of children who have the disease.

“I want people to see the passion that I have, and show other stylists that they have so much potential,” said Belz. “I love what I do, and I’m grateful I have the opportunity to change people’s lives for the better.”

—Alta Stark

40 Under 40 The Class of 2017

Program Director and Morning Show Host, 93.9 the River; Age 39

Christopher Belmonte

Christopher Belmonte

‘Monte’ Belmonte (only his mother still calls him Chris) says he probably owes his career to a solid Al Gore impersonation.

OK, that’s an exaggeration, but that impression definitely helped get him started in radio. He was an intern at a Boston station in the fall of 2000, and started doing the Gore impersonation (off the air) well into the campaign. One of the show’s hosts thought it was quite funny and put him on the air. It caught on, and, as everyone should recall, that race didn’t end the first Tuesday in November; it wasn’t official until all those hanging chads in Florida were counted weeks later.

So Belmonte kept on doing the impersonation, and people at the station soon realized he had many other talents. Fast-forwarding a little, he and his future wife relocated to this region, and Belmonte took a job with 93.9 the River, and he’s been there ever since, now serving as program director and morning-show host. He still does an occasional impression — he says he can do a decent Donald Trump — but adds quickly that this is not what he’s known for.

What he is known for, and what certainly impressed the 40 Under Forty judges, is his work in fund-raising, specifically for two main causes — helping those fighting cancer, and battling hunger.

With the former, his work focuses on the Cancer Connection, which promotes itself as “a place to find strength,” and it involves pitching a tent in the winter on the old courthouse lawn in Northampton to raise both awareness and money. The first year, the program raised $5,000; by the 10th, it was raising more than $100,000.

As for the latter, Monte’s March has become part of the region’s lexicon. He started with a single shopping cart and a trek between Northampton and Greenfield, collecting money for the Food Bank of Western Mass. as he went. Now, he has several “hot-rodded” carts thanks to students at Smith Vocational and Agricultural High School, a two-day trek between Springfield and Greenfield, and some people to keep him company, including U.S. Rep. Jim McGovern. Last year, the march raised more than $200,000.

“The congressman was with me the whole way, and listeners sign up to independently fund-raise, and they join me on the expedition,” he said. “The march has really taken off.”

In some respects, the region has Al Gore to thank for all this, but mostly it’s indebted to the man who can impersonate him.

 

—George O’Brien

Class of 2017 Difference Makers Event Galleries Features

Scenes From the Ninth Annual Event

The 2017 Difference Makers

The 2017 Difference Makers

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More than 450 people turned out at the Log Cabin Banquet & Meeting House in Holyoke on March 30 for a celebration of the 2017 Difference Makers, the ninth annual class of individuals and organizations honored by BusinessWest for making an impact in their Western Mass. communities. The photos on the next few pages capture the essence of the event, which featured musical entertainment by the Taylor Street Jazz Band, fine food, and thoughtful comments from the honorees. This year’s class, chosen by the editor and publishers of BusinessWest from dozens of nominations, include the: the Community Colleges of Western Massachusetts; Berkshire Community College, Greenfield Community College, Holyoke Community College, Springfield Technical Community College; Friends of the Holyoke Merry-Go-Round; Denis Gagnon Sr., President & CEO of Excel Dryer Inc.; Junior Achievement of Western Massachusetts; and Joan Kagan, President & CEO of Square One.

Sponsored by:

RoyalPC SunshineVillage first-american-logo nortwestern-mutual
mbk-300x141 jgs-lifecare oconnell-care-at-home hne_logo_cmyk_stack-page-001

Go HERE to view the sponsor’s videos

For reprints contact: Leah Martin Photography

From left, Dajah Gordon, Sabrina Roberts, and Johnalie Gomez

From left, Dajah Gordon, Sabrina Roberts, and Johnalie Gomez, teenagers involved in Junior Achievement of Western Mass., a 2017 Difference Maker.

Susan Jaye-Kaplan, a 2009 Difference Maker, and Bob Perry, a 2011 Difference Maker.

Susan Jaye-Kaplan, a 2009 Difference Maker, and Bob Perry, a 2011 Difference Maker.

Bob Pura, president of 2017 Difference Maker Greenfield Community College (left), chats with Ted Hebert of Teddy Bear Pools & Spas.

Bob Pura, president of 2017 Difference Maker Greenfield Community College (left), chats with Ted Hebert of Teddy Bear Pools & Spas.

Joe Marois of Marois Construction (left) chats with Ed Murphy and Molly Murphy of event sponsor First American Insurance.

Joe Marois of Marois Construction (left) chats with Ed Murphy and Molly Murphy of event sponsor First American Insurance.

From left, Darlene Francis of event sponsor JGS Lifecare, Ethel Griffin and Colleen Loveless of Revitalize CDC, Kathleen Plante of BusinessWest, and Mary-Anne Schelb of JGS Lifecare.

From left, Darlene Francis of event sponsor JGS Lifecare, Ethel Griffin and Colleen Loveless of Revitalize CDC, Kathleen Plante of BusinessWest, and Mary-Anne Schelb of JGS Lifecare.

From left, Noni Moran, Dennis Murphy, and Amber Letendre of event sponsor First American Insurance.

From left, Noni Moran, Dennis Murphy, and Amber Letendre of event sponsor First American Insurance.

Al Kasper of Savage Arms with Jennifer Connolly, president of 2017 Difference Maker Junior Achievement of Western Mass.

Al Kasper of Savage Arms with Jennifer Connolly, president of 2017 Difference Maker Junior Achievement of Western Mass.

The community colleges of Western Mass., honored collectively as 2017 Difference Makers, were represented by their presidents, from left, Bob Pura of Greenfield Community College, Ellen Kennedy of Berkshire Community College, Christina Royal of Holyoke Community College, and John Cook of Springfield Technical Community College.

The community colleges of Western Mass., honored collectively as 2017 Difference Makers, were represented by their presidents, from left, Bob Pura of Greenfield Community College, Ellen Kennedy of Berkshire Community College, Christina Royal of Holyoke Community College, and John Cook of Springfield Technical Community College.

From left, Shawna Biscone of event sponsor Royal P.C., Julie Cowan of MassDevelopment, Tara Brewster of Greenfield Savings Bank, and Amy Royal of Royal P.C.

From left, Shawna Biscone of event sponsor Royal P.C., Julie Cowan of MassDevelopment, Tara Brewster of Greenfield Savings Bank, and Amy Royal of Royal P.C.

From left, Patricia Faginski of St. Germain Investment Management, Amanda Huston of Elms College, Jennifer Connolly of 2017 Difference Maker Junior Achievement of Western Mass., and Rebecca Connolly (Jennifer’s daughter) of Moriarty & Primack, P.C.

From left, Patricia Faginski of St. Germain Investment Management, Amanda Huston of Elms College, Jennifer Connolly of 2017 Difference Maker Junior Achievement of Western Mass., and Rebecca Connolly (Jennifer’s daughter) of Moriarty & Primack, P.C.

From left, from Square One, Dawn DiStefano, Bonnie Katusich, Kristine Allard, Karen Smith, 2017 Difference Maker Joan Kagan, and Andrea Cincotta.

From left, from Square One, Dawn DiStefano, Bonnie Katusich, Kristine Allard, Karen Smith, 2017 Difference Maker Joan Kagan, and Andrea Cincotta.

From left, Brigit Shea-O’Connell, Fran O’Connell, and Rachel Normantowicz of event sponsor O’Connell Care at Home.

From left, Brigit Shea-O’Connell, Fran O’Connell, and Rachel Normantowicz of event sponsor O’Connell Care at Home.

Michael Curran of the Taylor Street Jazz Band.

Michael Curran of the Taylor Street Jazz Band.

2017 Difference Maker Denis Gagnon Sr., president and CEO of Excel Dryer, with his wife, Nancy.

2017 Difference Maker Denis Gagnon Sr., president and CEO of Excel Dryer, with his wife, Nancy.

From event sponsor Northwestern Mutual, from left, Adey Thomas, Darren James, Cara Cole, Kate Kane, Donald Mitchell, and Craig Knowlton.

From event sponsor Northwestern Mutual, from left, Adey Thomas, Darren James, Cara Cole, Kate Kane, Donald Mitchell, and Craig Knowlton.

From event sponsor Meyers Brothers Kalicka, P.C., from left, Howard Cheney, James Krupienski, John Veit, Brenda Olesuk, and Donna Roundy.

From event sponsor Meyers Brothers Kalicka, P.C., from left, Howard Cheney, James Krupienski, John Veit, Brenda Olesuk, and Donna Roundy.

Top row, from left: Glenda DeBarge of event sponsor Health New England (HNE); Jen Stone of USI Insurance Services; Mark Keroack of Baystate Health; Ashley Allen, Jody Gross, and Jessica Dupont of HNE. Bottom row: Michelle Martone of USI (left) and Yvonne Diaz of HNE.

Top row, from left: Glenda DeBarge of event sponsor Health New England (HNE); Jen Stone of USI Insurance Services; Mark Keroack of Baystate Health; Ashley Allen, Jody Gross, and Jessica Dupont of HNE. Bottom row: Michelle Martone of USI (left) and Yvonne Diaz of HNE.

Back row, from left: from event sponsor Sunshine Village, Teri Szlosek, Amie Miarecki, Michelle Depelteau, Peter Benton, and Jeff Pollier. Front row, from left: Colleen Brosnan and Gina Golash Kos from Sunshine Village, and Chicopee Mayor Richard Kos.

Back row, from left: from event sponsor Sunshine Village, Teri Szlosek, Amie Miarecki, Michelle Depelteau, Peter Benton, and Jeff Pollier. Front row, from left: Colleen Brosnan and Gina Golash Kos from Sunshine Village, and Chicopee Mayor Richard Kos.

Back row, from left: from TD Bank, Gregg Desmarais, Peter Simko, Dave Danker, and Tracey Alves-Lear. Front row, from left: from TD Bank, Christina Sousa, Bela Blake, Jana Seiler, and Claudia Pereira.

Back row, from left: from TD Bank, Gregg Desmarais, Peter Simko, Dave Danker, and Tracey Alves-Lear. Front row, from left: from TD Bank, Christina Sousa, Bela Blake, Jana Seiler, and Claudia Pereira.

BusinessWest Associate Publisher Kate Campiti welcomes attendees to the Log Cabin.

BusinessWest Associate Publisher Kate Campiti welcomes attendees to the Log Cabin.

Back row, from left: from event sponsor JGS Lifecare, Karen Petruccelli, Christina Tuohey, and Susan Halpern. Front row, from left: from JGS Lifecare, Darlene Francis, Mary-Anne Schelb, and Martin Baecker, with George Sachs from Acme Metals & Recycling.

Back row, from left: from event sponsor JGS Lifecare, Karen Petruccelli, Christina Tuohey, and Susan Halpern. Front row, from left: from JGS Lifecare, Darlene Francis, Mary-Anne Schelb, and Martin Baecker, with George Sachs from Acme Metals & Recycling.

BusinessWest Publisher John Gormally (left) with Springfield Mayor Domenic Sarno.

BusinessWest Publisher John Gormally (left) with Springfield Mayor Domenic Sarno.

From left, Monica Borgatti and Ellen Moorhouse of the Women’s Fund of Western Mass., a 2012 Difference Maker, and Elizabeth Fisk and Danielle LeTourneau-Therrien of Big Brothers Big Sisters of Franklin County, a 2016 Difference Maker.

From left, Monica Borgatti and Ellen Moorhouse of the Women’s Fund of Western Mass., a 2012 Difference Maker, and Elizabeth Fisk and Danielle LeTourneau-Therrien of Big Brothers Big Sisters of Franklin County, a 2016 Difference Maker.

Steve Levine applauds 2017 Difference Maker Joan Kagan, president and CEO of Square One.

Steve Levine applauds 2017 Difference Maker Joan Kagan, president and CEO of Square One.

BusinessWest Editor George O’Brien congratulates 2017 Difference Maker Denis Gagnon Sr., president and CEO of Excel Dryer.

BusinessWest Editor George O’Brien congratulates 2017 Difference Maker Denis Gagnon Sr., president and CEO of Excel Dryer.

40 Under 40 The Class of 2017

President and CEO, Franklin First Federal Credit Union; Age 34

Michelle Dwyer

Michelle Dwyer

It’s one of the more unlikely career journeys in the region’s financial sector.

“I fell into the world of banking,” Michelle Dwyer told BusinessWest. “I was working retail, and I was like many people who get to a certain age and realize that’s not the career path for them.”

Working with a job-placement center, she was matched to a temporary teller position at Franklin First Federal Credit Union.

Nine years later, in 2016, her business card read ‘president and CEO.’

“As I worked my way up, I was lucky to have people who were very supportive, and the timing was good with people retiring, giving me opportunities to learn and move forward,” she explained.

In her current role, Dwyer oversees an institution with 7,000 members, 18 employees, and more than $50 million in assets. But she sees her most important role as connecting the credit union with the community and building relationships with Franklin County residents and businesses.

To that end, she has increased the credit union’s involvement in a variety of community activities, including sponsorship of events and organizations like Greenfield’s Movies in the Park series, the Clarkdale Cider Run for CISA, the Fire Bird 5k benefiting addiction-prevention efforts, and Big Brothers Big Sisters of Franklin County, just to name a few. It’s a spirit of giving back she has strived to cultivate at Franklin First Federal by encouraging fund-raising and volunteerism.

“A lot of it comes from when I was little; I always tried to go volunteer and help people,” Dwyer said, adding that, as she got older, “I had big dreams about creating these big programs, but reality and finances set in. Now I’m in a position where I can go out and make an impact. It’s a huge opportunity for me.

“It goes along with the credit-union spirit of going out and helping people,” she went on. “Credit unions started when a group of farmers helped each other, or a group of business owners helped each other. Obviously, we want to make money, but it gets rolled back in to help our customers.”

While she enjoys the various aspects of her role, Dwyer is still a bit shocked at how rapidly it came about.

“It was a very quick progression in 10 years,” she said. “But it’s so gratifying. I wouldn’t have chosen my path any differently.”

— Joseph Bednar

40 Under 40 The Class of 2017

Executive Director, Springfield Central Cultural District; Age 26

Morgan Drewniany

Morgan Drewniany

When Morgan Drewniany was living on a reservation in New Mexico — studying soil chemistry and writing about the intersection between environmental and social justice as a project for Hampshire College — a career curating public arts programs may have seemed an unlikely next step.

But her desire to work in community development after college led her to the assistant director position at the Springfield Business Improvement District. When the director’s chair at the Springfield Central Cultural District (SCCD) opened up in 2014, she lobbied for the opportunity to run that agency.

“I said, ‘give me six months. If it’s not a good fit, you’ll know it.’ But it worked out well.”

It certainly has, on many levels. For example, Drewniany has spearheaded street and storefront initiatives like utility-box painting and Art Stop pop-up galleries, with the goal of promoting walkability and livability downtown. “To see the artists install their work, and at the same time see property owners make their spaces look amazing, and therefore make their tenants much happier, we’ve made several people’s day. Everyone feels more invested.”

Then there are broader programs like SCCD’s participation in Futurecity Massachusetts, which aims to reposition the cultural assets of Springfield, Boston, and Worcester as economic drivers.

Other SCCD initiatives have included an online video map to accompany the Downtown Springfield Cultural Walking Tour, and one-off events like a free concert last fall with three local organists in Old First Church in Court Square, playing the church’s full-size 1958 Aeolian-Skinner organ with its 56 ranks and 3,241 pipes, demonstrating the potential in a historic building and encouraging future activity there.

Besides connecting art and culture to the city’s economic-development efforts, many of these initiatives also provide income to local creatives, an outcome Drewniany values, noting that too many people take the arts for granted and think it’s enough for artists to produce works in exchange for exposure alone.

Leading a nonprofit that counts some 55 organizations as members, Drewniany told BusinessWest she enjoys helping people connect the dots between culture and commerce, bringing vibrancy and quality of life to Springfield.

“We can use art to solve public-safety issues, economic-development issues, and education issues. And more often than not, it’s a grass-roots approach; the community is involved in deciding what kinds if placemaking they want to see,” she said. “I always say art has a unique capacity to solve a number of problems in the most inclusive way.”

—Joseph Bednar

40 Under 40 The Class of 2017

Director of Risk Adjustment, Health New England; Age 33

Jessica Dupont

Jessica Dupont

Jessica Dupont is passionate about hockey. Really passionate.

That’s quite evident from the manner in which she can talk about everything from the ‘Broad Street Bullies,’ those famous Philadelphia Flyers teams that won Stanley Cups a decade before she was born, to the Vegas Golden Knights, the NHL’s latest expansion team, but not, she believes, its last, due to the sport’s ever-rising popularity.

Dupont, the highest scorer among the 150-plus nominees for the 40 Under Forty class of 2017, is also passionate about giving back to the community, which she does through involvement with organizations ranging from Dress for Success Western Mass. to Square One. So she was really enjoying herself last month at a unique fund-raiser for Dress for Success called Hockey in Heels, undertaken in conjunction with the Springfield Thunderbirds. The event was staged this year just prior to the March 11 tilt against the Hartford Wolf Pack.

“That event,” she explained, “brings my two favorite things together: Dress for Success and creating programs that will empower women to re-enter the workforce, and hockey, which is my favorite thing ever — NHL, AHL, you name it.”

Dupont is quite passionate about something else, too. That would be health insurance (a most unlikely career choice for this sociology major from Mount Holyoke College) and the broad goal of making sure those who have it understand it and get the most out of that critical benefit.

When asked what she does as the Director of Risk Adjustment, there was a noticeable sigh, because the explanation — at least to those not in the business — doesn’t come quickly or easily. She summed it up this way:

“I work with the physicians in our community to make sure the care they’re delivering to their patients is properly documented and coded, so that we have accurate data to build our clinical strategies around,” she explained. “We can only build interventions, do work, and make sure we’re getting paid appropriately if we know what’s going on with our membership base.”

Slicing through all that, she said her work involves making sure health insurance works for all the parties involved — HNE, those who provide the care, and, especially, those receiving the care. And she finds that work, and the company’s “holistic approach,” rewarding.

“We’re very member-focused,” she said. “And we try to take care of our members, because they live in our communities: they’re our neighbors, they’re our family members; they’re not just a number.”

—George O’Brien

40 Under 40 The Class of 2017

Founder and CEO, Olive Natural Beauty; Age 28

Jessica Dupuis

Jessica Dupuis

When Jessica Dupuis was selling cosmetics in a Boston apothecary in 2008, she began researching the ingredients they contained. The products aren’t regulated by the U.S. Food and Drug Administration, and her concern about customer safety grew when she discovered more than 1,500 ingredients known to cause health problems are banned in Europe but haven’t been eliminated in the U.S.

Dupuis felt the marketing was misleading, there was no transparency, and manufacturing benefited companies rather than consumers. So she began making soap and other products in her kitchen and giving samples to friends and relatives.

“I wanted to do something good for women that wouldn’t damage their health or the environment,” she said. “These products are being washed down the drain and are affecting the planet.”

She moved back to Amherst in 2010 and decided the following year to market her products to retail stores. She was working as an assistant to Tom Horton of Sustainable Resources, and his wife introduced her to people at Joia Beauty in Northampton, and they sold out of her products in weeks.

She continued to sell her product line, and in 2012, with help from fiancé (now husband) Graham Immerman, Dupuis launched a campaign and raised more than $7,000 on Indiegogo to donate safe skin-care products to women in need.

That same year, Horton introduced her to Paul Silva at Valley Venture Mentors (VVM). In 2015, Olive Natural Beauty won the first VVM Accelerator program for startups in Springfield. She and her team of 10 per-diem workers prepared and packaged 300,000 units of products and generated $250,000 in revenue by the end of that year, and she gave the keynote speech at the 2015 Grinspoon, Garvey & Young Entrepreneurship Conference.

Last year, Dupuis hired 13 local women to help fulfill orders and was featured multiple times on ipsy, the largest beauty-product sampling program in the world. Since then, 200,000 ‘ipsters’ have been introduced to her safe skin care, and she has mentored many VVM entrepreneurs seeking help with their startups.

“I dreamed about having my company become successful, but never thought this would happen,” she told BusinessWest. “It has been a very humbling experience, and I am not only proud but very grateful to people who have helped me.”

—Kathleen Mitchell

40 Under 40 The Class of 2017

Physician Assistant, Spa on the Green; Age 39

Leah Kenney

Leah Kenney

While studying to be a physician assistant, Leah Kenney planned to go into pediatric plastic surgery, fixing cleft palates and birth defects. But when she trained with Dr. Glen Brooks, she was intrigued by the wide range of procedures and the way they changed lives in ways both big and small.

“I love the diversity of being involved in short, sweet cosmetic cases, and then big, involved cases,” she said. “Either way, you’re making life better for the patient.”

Those major cases include assisting Brooks with breast reconstructions after cancer-related mastectomies. “The advances in the field have been extensive; we can do smaller surgeries now with equally satisfying results and less downtime, so patients can move forward with their recovery much more quickly.”

But Kenney has also built a strong niche in cosmetic injections, fillers, and laser work, which have become as common as getting highlights in one’s hair, she said.

“I remember when Botox was a dirty word, and now it’s truly a household word. Today, the question isn’t ‘who’s getting Botox,’ it’s who’s not having it done. It’s such a small thing, but it makes people feel more confident and competitive in the workforce because they feel as good as they look.”

Kenney’s passion for improving lives extends far beyond her office, however, with a host of volunteer roles in the community.

“Throughout my life, I’ve always been advocating for my peers,” she said, from her term as class vice president in college to her launch of the Assoc. of Plastic Surgery Physician Assistants. “And when I became a mother, I started Longmeadow Swap.”

That’s a Facebook page she expected to link a small number of area moms, who would send each other used toys and household items they were done with, as a way to keep plastic out of landfills. “But it’s unbelievably popular,” she said of the 5,000-strong group (with another 2,400 on the waiting list), which has assembled its collective might in the service of everything from helping members find jobs to locating lost dogs and even, in one case, a child who had wandered off.

It’s impressive she fits all this in while also training students in injection techniques, working at a second practice in Connecticut, and raising three children. But her work keeps her energized.

“Every day is a good day at work. When students come from area programs, they always have a fun rotation here because the patients are so thankful. It’s very satisfying.”

—Joseph Bednar

40 Under 40 The Class of 2017

Associate Professor, Department of Pharmaceutical & Administrative Sciences, Western New England University; Age 37

Daniel Kennedy

Daniel Kennedy

Professor Dan Kennedy is one of eight founding faculty members of Western New England University’s College of Pharmacy, a dream come true for a guy who’d always wanted to teach.

“I grew up in a family of teachers, and my mom was a principal,” he noted. “You might say it was pre-scripted.”

Before joining WNEU, he taught science at Emmanuel College while completing a post-doctoral fellowship at Harvard Medical School. When he got the chance to help build a program from the ground up, he moved west. “It was a great opportunity to not only take on roles that normally come later in a career, but also work with a diverse group of academics ranging from engineers to arts professors, which is something you don’t always experience.”

Kennedy said getting the program up and running was a professional high, but what means most to him is shaping the student experience.

“I’ve been amazed to see the growth and maturity of the students,” he said. “Seeing them develop is really rewarding.”

He also says it’s now rare to go into an area pharmacy and not run into a student or graduate, noting that “it demonstrates the impact the young program is having in the health field here.” The college is set to graduate its third class this spring.

Kennedy is the author of two patents and a third patent application. He’s also heavily involved with the American Assoc. of Colleges of Pharmacy, and serves on the editorial board of the American Journal of Pharmaceutical Education.

He is the faculty advisor to the Pharmacy Student Governance Assoc., which organizes an annual Day of Service to introduce students to community service. To date, hundreds have participated, visiting area nursing homes, animal shelters, and food kitchens. He also coaches softball and finds ample time for his wife and three children.

Kennedy is also an active researcher, and he’s mentored or co-mentored many students, almost all of whom have been involved in his research projects. The graduating class of 2015 recognized him with its Unsung Hero Award for going above and beyond helping, teaching, and mentoring. He also received the student-named Better Than Chuck Norris Award for making difficult subjects seem easy.

“What I try to instill in all my classes is that knowing isn’t enough,” he said. “You have to put things together to form the big picture and understand what’s happening.”

 —Alta Stark

40 Under 40 The Class of 2017

Assistant Vice President, Commercial Lending, Westfield Bank; Age 31

Brittney Kelleher

Brittney Kelleher

Westfield Bank saw something in Brittney Kelleher when they scoured the region’s business schools looking for a lender in training. Fresh out of Bryant College, she had offers in the Boston area too, but Western Mass. was closer — in both distance and rural spirit — to her hometown in Upstate New York, so she accepted the offer.

That was 10 years ago, and she’s been with Westfield Bank ever since, working her way up from underwriting commercial loans to putting them together for companies ranging in size from small outfits to those posting $20 million in revenues.

“It’s been a fun ride,” she told BusinessWest. “There’s always something new every day. I like numbers, I like the analytical part, and I like the social aspect of it, talking to people. As a commercial lender, I have a portfolio of clients I manage, and I take care of their lending needs here at the bank; anything they need, they call me up.”

Kelleher enjoys the relationships that grow from that process. “I’m out there visiting with them, seeing how they’re doing, giving them loans for equipment or a line of credit to buy a building to expand. That’s the best part of the job — watching companies grow from less than $1 million in sales, moving up to $5 million sales, on track to do $10 million. It’s fun watching that progress.”

She especially enjoys learning about the many businesses and organizations that make up the Valley, an education gleaned from her service on the boards of several entities, from Community Enterprises and the American Red Cross to the Young Professional Society of Greater Springfield and the Holyoke Rotary.

Through the Rotary, she helped to create Eat, Drink and Be Holyoke, which drew hundreds of people downtown to experience the city’s cuisine and entertainment. “People got to see more of Holyoke than they might otherwise. I’ve grown fond of Holyoke, so it was great to see.”

Kelleher said she follows the philosophy of “if you’re not going to do it, who will?” in giving back to the community, even though, like other 40 Under Forty honorees who balance career and service, her work keeps her plenty busy. “You have to find time — set aside time, actually — and do it, and it all kind of falls into place. It’s definitely worth it.”

—Joseph Bednar

40 Under 40 The Class of 2017

Chief Operations Officer, Caring Health Center; Age 31

Jacqueline Johnson

Jacqueline Johnson

Jacqueline Johnson has more than 15 years of professional experience working as a grass-roots community organizer and leader of diverse teams. But it’s her life experience that has shaped her success.

Raised by a strong, single Latina mother in Northampton’s Florence Heights projects, Johnson’s upbringing not only prepared, but motivated her to be the best she could be.

“My mom was 15 when I was born. Growing up, I saw a lot — drugs, alcohol, poverty. If it weren’t for my mom, my life could have turned out very differently,” said Johnson. “She told me to go to school, work hard, and do well.”

So she did, overcoming whatever challenges she faced. “I went to school in Northampton. None of the kids looked like me or spoke like me. They were mainly middle- to upper-class, and predominately white. There were a lot of economic and racial barriers, but I took every opportunity I could to grow.”

She started volunteering when she was 11, using her own street smarts and know-how to help kids at risk. She says the youth-development work gave her a sense of identity, and the beginning of a lifelong investment in social justice and community advocacy.

Johnson graduated from Mount Holyoke College with a bachelor’s degree in politics and urban development. She went on to earn a master’s in social justice from UMass Amherst, and started working for Springfield’s Caring Health Center when she was 21, as an HIV program director focused on management and prevention for people at high risk, specifically Latina intravenous drug users.

“I realized the odds were against me,” said Johnson. “I was helping people I grew up with, and it hit home that I could have been one of the program’s participants.”

Today, she’s the center’s chief operations officer, who never loses sight of what sustains her: the personal and professional relationships she’s made throughout her life. “I respect them all — friends, co-workers, and, of course, the people who come through our doors every day. They all inspire me and are the reason I love coming to work.”

Besides leading CHC through its development and expansion of new sites and services, Johnson also works tirelessly to secure funding and improve healthcare accessibility for the region’s diverse residents. She’s also served as a liaison to Northampton’s mayor and to the Latina community, and is a frequent public speaker and motivator — following in the footsteps of the mother who inspired her.

 —Alta Stark

40 Under 40 The Class of 2017

Associate Director, Springfield South End Community Center; Age 37

Wesley Jackson

Wesley Jackson

Many recognize “Do the Right Thing” as the title of a movie. Wes Jackson has made the phrase his life mantra, helping boys and young men at risk realize their potential.

Jackson started at Springfield’s South End Community Center 17 years ago, as an intern coaching basketball. Today, he manages day-to-day operations there, a multi-faceted job made more challenging five years ago when a tornado destroyed the center, pushing services to various satellite locations. But he says his biggest challenge is keeping kids on the right path, one he followed because of his own experience.

“I grew up on Parker Street in Springfield, across from the former Green Leaf Community Center,” he explained. “The programs they developed kept me out of trouble, and I wanted to do the same thing in my life.”

Jackson has stayed close to nearly 50 area boys and men who’ve gone through the programs he’s involved in, including two more jobs he holds, coaching at the Springfield Commonwealth Academy and serving as athletic director for the Paulo Freire Social Justice Charter School in Holyoke. “I like working with them and shaping their lives,” he said.

Many of these guys call him ‘Pops’ or ‘Dad,’ and two men, in particular, have seen their lives change for the better because of his influence.

In 2011, he was leading a discussion group as part of the RISE character-development program, when a young man revealed he was being bullied. “Kids were calling him names, making him feel bad about himself,” he said. With the support of the boy’s parents and school, Jackson worked with him to build his confidence. After the bullying stopped, the student excelled academically and went on to captain his high-school football team. He’ll graduate in June.

Jackson gave a second young man the life skills he needed to leave a life of crime behind, moving the boy into his home for two years following jail time for selling drugs. He got the boy on the basketball team and literally showed him how to ‘do the right thing’ on a daily basis. The young man got a job, graduated from high school, and went on to earn degrees from Holyoke Community College and Massachusetts College of Liberal Arts in North Adams.

While not yet a father, Jackson considers all the kids he works with his own — he’s pictured (center) with a few individuals who have been through the center’s programs — and looks forward to helping them grow, succeed … and lead.

—Alta Stark

40 Under 40 The Class of 2017

Vice President, The Dowd Insurance Agencies; Age 33

David Griffin Jr.

David Griffin Jr.

David Griffin wears plenty of hats as vice president of the Dowd Insurance Agencies, from account executive for commercial sales on the property and casualty side to a sort of IT director.

“I drew the short straw on that,” he laughed, recalling that the firm’s leadership, which includes his father, David Griffin Sr., took his Millennial tech savvy for granted. “They needed to get the agency caught up with technology, and they looked at each other and said, ‘you know more about this stuff than we do.’”

But Griffin likes the variety of tasks at Dowd, where he’s worked for eight years.

“I was always interested in the insurance field,” he said, noting that he majored in finance at Bentley University and interned at Dowd the summer after his junior year. “I saw what they had to offer, saw what my dad did on a daily basis, and decided to go into this full bore.”

No day is the same, he went on. “I spend the day talking to different people from different industries, getting a feel for what it takes to have a successful business, how the markets impact what they do, and the trials, tribulations, and strengths of their business. The thing we always preach internally is that we want to be a trusted advisor for businesses that choose us as their agent.”

Griffin said he enjoys being part of a multi-generational family business — not just the Dowds, who are on their fifth generation at the 119-year-old firm, but also working with his father. “Culturally, it’s a great fit.”

Griffin — whose own immediate family includes his wife, Corrinne, and son, David — also manages to fit plenty of community service into his schedule, serving on the foundation board of the Sisters of Providence Health System, the Wistariahurst Museum board, and the United Way Resource Development Council. He also serves on the board of the Holyoke Rotary, where he supports programs that promote reading and boost literacy.

“It’s something that, growing up, was preached to us by our parents,” he said of his volunteer work. “In the Rotary, the dollars we raise not only stay in Holyoke, but go to their projects worldwide, so you’re helping people across the globe. To see first-hand how that works is very rewarding.”

—Joseph Bednar

40 Under 40 The Class of 2017

Owner, Pete’s Sweets; Age 26

Peter GrayPeter Gray wasn’t long out of culinary school when he found his way onto Next Great Baker, a cooking-competition show on TLC hosted by “Cake Boss” Buddy Valastro. But, perhaps due to his youth, he didn’t feel stressed.

“I was there to learn and have fun,” he recalled. “All the others were there to win $100,000 and keep their failing bakery alive so they could feed their family.”

Indeed, he did not win, but during one of his weekly visits to a WMAS morning radio show to discuss the previous night’s episode, the topic of starting his own business came up. He had been putting out feelers to find a job working for someone else, but instead wound up moving into space in East Longmeadow where a gelato outfit operated during the summer. Since then, he’s not only taken over the whole property, but has expanded three times.

Gray has been passionate about baking from a very early age. In fact, he presented an oral report in fourth grade on his future company, which he then dubbed Peter’s Sweets; the teacher of that class is one of his customers today. And through high school, he made birthday cakes for friends as a side hobby. So perhaps owning his own shop was inevitable.

“It’s such a celebratory business,” he said. “Florists have to deal with funerals, but we just deal with celebrations — weddings, baby showers, anniversaries, birthdays. And we don’t sell coffee here, so we don’t have angry coffee drinkers in the morning. No one comes in angry for a cupcake.”

Gray is especially gratified when customers come in again and again. “I’ve done baby showers, then that child’s first birthday, then the second birthday. And I want to be the baker who bakes that child’s wedding cake.”

Environmentally and civically minded, he follows a compost food-waste and recycling policy and hosts food drives for area pantries, and also donates time, resources, and, yes, sweet stuff to various nonprofits and community organizations, as well as the East Longmeadow Police Department, which gets a delivery each month as a thank-you for responding to the needs of his hometown.

Growing up in East Longmeadow, Gray recalls helping out in the kitchen at age 5. “My mom would always joke, ‘I’m not a baker; I don’t know where he got this.’”

It’s more clear where he’s taking it — to new heights of sweet success.

—Joseph Bednar

40 Under 40 The Class of 2017

President, Geeleher Enterpises Inc.; Age 39

Ryan Geeleher

Ryan Geeleher

By the time most people reach their late 30s, they’ve been on countless job interviews. Ryan Geeleher is 39, and he’s never experienced one. He doesn’t have a résumé, and, as he says, he’s never held a ‘real’ job.

“I always planned to have my own business,” he said. “I wanted to be my own boss.” He started Geeleher Enterprises as a senior in high school, forgoing usual teen routines to mow lawns and plow snow, assisted by a couple of part-time helpers. “It was a sacrifice, but one I don’t regret.”

Geeleher graduated high school and went on to study landscape contracting at UMass Amherst’s Stockbridge School of Agriculture. While there, he not only earned a degree and honed his business skills, he also continued to grow his business. When he graduated in 1999, he poured what he’d learned into the company.

“Everything kind of snowballed,” said Geeleher. “I started getting larger commercial-site and snow contracts, so I bought more machines.” By 2000, he had a half-dozen or so employees, and while he suffered through economic downturns in the years that followed, he says he’s always been fortunate to keep his business growing with the help of a great team of employees.

Over time, he expanded services to include both private and public contracts, ranging from large-scale excavation to municipal utility installations. Today, Geeleher Enterprises is a multi-million-dollar company with 35 full-time employees year-round. In the winter, that number can flex up to as many as 50, to service some of the largest retail, commercial, and medical properties in Western Mass.

Geeleher remains hands-on, running equipment and filling in as a laborer as needed. He’s also the first one to get a call in the middle of the night to fix a water-main break or plow snow. He says he doesn’t mind because it’s his name on the door.

He also gives back to the community, chairing the Southampton Zoning Board of Appeals and supporting Team Justice, a nonprofit founded by three Southwick police officers to provide area youths with positive role models and give them the opportunity to compete in motocross, a sport Geeleher has enjoyed since he was 14.

Still unmarried (but attached), he remains devoted to the business he’s nurtured for 22 years. “It can consume you,” he said, “but it’s worth it.”

—Alta Stark

Daily News

SPRINGFIELD — There’s still time to nominate someone for the Continued Excellence Award, as BusinessWest will accept nominations through Friday, May 12. The winner of the award will be unveiled at the magazine’s 40 Under Forty gala on June 22.

Two years ago, BusinessWest inaugurated the award to recognize past 40 Under Forty honorees who had significantly built on their achievements since they were honored. The first two winners were Delcie Bean, president of Paragus Strategic IT, and Dr. Jonathan Bayuk, president of Allergy and Immunology Associates of Western Mass. and chief of Allergy and Immunology at Baystate Medical Center. Both were originally named to the 40 Under Forty class of 2008.

“So many 40 Under Forty honorees have refused to rest on their laurels,” said Kate Campiti, associate publisher of BusinessWest. “Once again, we want to honor those who continue to build upon their strong records of service in business, within the community, and as regional leaders.”

Candidates must hail from 40 Under Forty classes prior to the year of the award — in this case, classes 2007-16 — and will be judged on qualities including outstanding leadership, dedicated community involvement, professional achievement, and ability to inspire. The award’s presenting sponsor is Northwestern Mutual.

The nomination form is available at businesswest.com/40-under-forty/40-under-forty-continued-excellence-award. For your convenience, a list of the past nine 40 Under Forty classes may be found at businesswest.com/40-under-forty/40-under-forty-past-honorees.

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HADLEY — Bacon Wilson announced that attorney Alfred Albano Jr. has joined the firm. He is a general practitioner with over 35 years of experience representing clients in Western Mass.

“We are so pleased to welcome Al to Bacon Wilson,” said Kenneth Albano, Bacon Wilson’s managing shareholder, Kenneth J. Albano. “He is an accomplished lawyer who adds great value to the quality work we deliver, and he will also serve as a mentor to our younger associates.”

Alfred Albano is a member of Bacon Wilson’s real-estate, estate-planning, business, and family-law practice groups. To ensure continuity of client service, Bacon Wilson will maintain his current office at 100 Russell St. in Hadley. This new branch will also enhance Bacon Wilson’s presence as a regional, full-service law firm with five locations throughout the Pioneer Valley: in Amherst, Northampton, Springfield, Westfield, and now in Hadley.

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SPRINGFIELD — Square One has been awarded $5,000 by Alekman DiTusa Attorneys at Law, in support of Square One’s Adopt-a-Classroom initiative.

Square One President and CEO Joan Kagan was joined recently by attorneys Rob DiTusa and Ryan Alekman at the agency’s early-learning center on King Street in Springfield to celebrate the new partnership.

“We both feel that it is incredibly important for our firm to support the community in which we live and work,” Alekman and DiTusa noted. “It was uplifting to see the facility and actually meet some of the amazing children who benefit from the classroom we are sponsoring. We look forward to a long and mutually beneficial relationship with Square One.”

Alekman DiTusa, LLC is a local law firm consisting of five lawyers and nine staff that specializes in representing injured people.

“We are so incredibly grateful to Rob and Ryan for their generosity and genuine compassion for the children and families served by Square One,” said Kristine Allard, chief development & communications officer for Square One. “These funds will help to ensure that our children have the proper tools and supplies they need to be successful — academically, socially, physically, and emotionally.”

Through the Square One Adopt-a-Classroom program, area business and community leaders have the opportunity to partner with Square One to ensure that its classrooms are outfitted with the necessary supplies and tools needed to ensure each child’s success in the classroom. For more information on the program, contact Allard at [email protected] or (413) 858-3161.

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SPRINGFIELD — New England Breath Technologies, a medical-device startup company formed by Western New England University professors Dr. Ronny Priefer and Dr. Michael Rust, won the People’s Choice Award recently at the annual M2D2 $100K Challenge.

The Massachusetts Medical Device Development Center (M2D2) recently held its sixth annual $100K Challenge, a nationwide competition that showcases the innovative ideas of early-stage medical devices and start-up biotech companies. Its aim is to help new biotech and medical-device entrepreneurs develop products every step of the way, from proof of concept to commercialization.

“By winning the People’s Choice Award, it puts our new company, Breath Technologies, into the spotlight of innovation,” Preifer said. “We expect this recognition will trigger more investors to take a closer look at our breathalyzer, and invest in the company.”

Priefer and  Rust have developed a hand-held breathalyzer that allows individuals to painlessly check their blood-glucose levels. Instead of the traditional finger-stick testing, patients blow into a breathalyzer to detect the acetone levels in their breath, which have been linked to high blood glucose. With this information, patients can determine if they need to take insulin.

“Our goal is to help startups gain valuable services needed during the tenuous beginning stages of product development,” said Stephen McCarthy, UMass Lowell professor and director of M2D2. “Access to premium labs and other resources, along with experts and mentors, can make the difference between failure and success. We hope emerging companies from across the country will benefit from the M2D2 $100K Challenge.”

Added Rust, “we’re thrilled at the level of excitement our product received at the competition. This award was judged and selected by our peers, by the other 50 plus entrepreneurs in the competition, and we feel hopeful our startup company will continue to grow.”

Since it was founded in 2007, M2D2 has worked with more than 100 client companies, which in turn have secured more than $40 million in external funding for their ventures.

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AMHERST — As part of their ongoing support of local communities, Subaru of America Inc. and Steve Lewis Subaru recently presented a check for $56,465 to the Relay for Life. The Relay for Life was selected by Steve Lewis Subaru as its ‘hometown charity’ choice in Subaru’s Share the Love program.

From Nov. 17, 2016 to Jan. 3, 2017, customers who purchased or leased a new Subaru vehicle selected from a list of charities to receive a donation of $250 from Subaru of America. This year, for the first time throughout the life of the program, there was no cap on the total donation from Subaru of America to its Share the Love charitable partners. By the end of this year’s event, Subaru hopes to reach a grand total of nearly $90 million donated since the creation of Share the Love.

For 2016, Subaru of America selected the national charities — ASPCA, Make-A-Wish, Meal on Wheels America, and the National Park Foundation — while Subaru retailers could also elect to add a local charity to help support their community. Steve Lewis Subaru selected Relay for Life and listed it as an organization that customers could select to receive the 2016 Subaru Share the Love donation.

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NORTHAMPTON — Attorney Daniel Carr has joined Royal, P.C., the management-side-only labor and employment law firm, and will focus his practice in labor law and complex employment litigation.

Carr’s practice includes matters involving labor relations, workplace safety and OSHA, unfair competition and trade secrets, discrimination, harassment and retaliation, wrongful discharge, workers’ compensation, employee privacy, wage-and-hour law, breach-of-contract and unfair-competition claims, and laws related to disability and other leave. His preventive work includes drafting a variety of employment-related manuals and contracts, such as executive agreements, compensation and commission agreements, restrictive covenants, and severance and settlement agreements.

Prior to joining Royal, P.C., Carr worked at the Massachusetts Commission Against Discrimination, and has insight into state and federal employment discrimination law and agency regulations.

He obtained his juris doctor from the George Washington University School of Law. He received his bachelor’s degree in English and American literature from New York University.

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PITTSFIELD — Berkshire Bank was recently honored with six awards for community engagement and marketing of leading-edge products. The bank was recognized at the Financial Marketing Awards in Newport, R.I. and the New England Financial Marketing Awards in Burlington, Mass.; both events took place in March.

The Financial Marketing Awards are the oldest financial awards in New England. The program honors banks and credit unions for creative marketing and branding efforts, while the Community Champion Award recognizes a bank or credit union for the difference they make in the community. Berkshire received recognition in the following categories:

• Community Champion Award – Gold for Pittsfield Public Schools attendance billboard;

• Loan Award – Silver for home-equity campaign; and

• Deposit Award – Bronze for Leap Year deposit campaign.

The New England Financial Marketing Assoc. has a diverse membership representing financial institutions with assets ranging from less than $500 million to more than $5 billion. Its annual awards program honors banks and credit unions in the New England states for creative marketing, branding, and community efforts. Berkshire received recognition in the following categories:

• Overall Community Service – 2nd Place for Xtraordinary Day campaign;

• In-Branch Design – 2nd Place for Mid-Atlantic region branch design; and

• Customer Service – 2nd Place for Game Plan point of sale.

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SPRINGFIELD — The Family Business Center of Pioneer Valley has been helping family-owned and closely held companies from around Western Mass. since 1994, through a series of educational dinner forums and morning workshops, roundtables, and customized consults.

The center’s strategic partners contribute to that professional development in the areas of accounting, banking, leadership, insurance, wealth management, staffing, and law, and BusinessWest is the media partner for the center. Now, the law firm Bacon Wilson will take on the role of the FBC’s legal sponsor-partner.

“We are thrilled at this opportunity and consider it perfectly in line with Bacon Wilson’s long history of working with family businesses in the Pioneer Valley,” said Julie Dialessi-Lafley, one of Bacon Wilson’s shareholders with specialties in estate planning, employment, real estate, and business/corporate law. “We are particularly pleased to note that our team of attorneys can not only help members of the FBC with ‘typical’ business considerations, but we can also connect the legal dots between business ventures, real estate, estate planning, family law, and much more. Our goal is to provide members of the FBC with customized techniques and information they can put to practical use right away to benefit their businesses and our entire community.”

The schedule of educational events for the Family Business Center is at fambizpv.com.

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SPRINGFIELD — New England has named Mary Elizabeth (Beth) O’Brien president of Mercy Medical Center and its affiliates for an interim period while a national search is conducted. In this role, she will be responsible for the operational performance of Mercy Medical Center; provide leadership in the execution, management, financial performance and oversight of all hospital operations; and explore opportunities for growth through strategic development initiatives across the system.

With healthcare leadership experience that spans almost four decades, O’Brien has held a number of executive positions, including president and CEO, chief operating officer, executive vice president, and vice president of nursing in a variety of predominately Catholic health systems across the country. Most recently, she served as CEO and chief operating officer for PeaceHealth in Vancouver, Wash., a $2 billion, not-for-profit Catholic healthcare organization that operates 10 hospitals, medical clinics, and laboratories within Alaska, Oregon, and Washington.

O’Brien has also served as senior vice president of operations and group executive officer for Catholic Health Initiatives (CHI), a Colorado-based healthcare organization with 12 hospitals in four states. While at CHI, she developed a clinically integrated network in four markets, created the system’s first managed-care strategy and operations group, and served as national leader for integration for all CHI growth initiatives. Prior to CHI, she served as managing director for healthcare at Navigant Consulting in Chicago, as president and CEO for Baptist Health System in Birmingham, Ala., and as a senior vice president for CIGNA HealthCare in Hartford, Conn.

“Beth is a proven leader with the skills to realize the vision of our organization and achieve our financial goals through creative and collaborative partnerships. Her expertise and experience will allow her to work collaboratively with colleagues throughout Mercy to provide the best in health and healing for our communities and with the Trinity Health – New England executive leadership team to support the entire region,” said Christopher Dadlez, president and CEO of Trinity Health – New England.

O’Brien received her RN degree from Phoenix College School of Nursing in Arizona. She also holds a bachelor’s degree in health administration and an MBA from the University of Phoenix in Arizona. Her numerous professional and civic affiliations include serving on the boards of directors of the Birmingham Regional Chamber of Commerce, United Way of Central Alabama, Covenant House in Los Angeles, Seton Institute in San Francisco, and the Catholic Health Assoc. in St. Louis. In 2004, she was named to Modern Healthcare magazine’s list of the “100 Most Powerful People in Healthcare.”

Daily News

CHICOPEE — Those who would like to learn more about ServiceNet’s Shared Living program for adults with developmental disability or brain injury are invited to attend an informational session on Monday, April 24 at 6 p.m. at 355 Front St., Chicopee. Current providers will discuss their experience with the Shared Living program, and ServiceNet’s staff will provide application details for those who are interested in becoming a provider.

Shared Living gives program participants the opportunity to live with people in the community who have chosen to open their homes and provide needed structure and support. Matches are often made based on interests shared by hosts and participants — from art, music, and sports to volunteering.

ServiceNet provides hosts with training and ongoing support in their work with people who often struggle with some of the daily tasks of living. Hosts are paid a monthly, tax-free stipend for their time, and they receive funds to cover the individual’s living expenses.

ServiceNet offers services and programs throughout Western and Central Mass., providing individualized, effective mental health-care and human services.

Daily News

GREENFIELD — Today, April 12, the Connecticut River Conservancy (CRC), formerly the Connecticut River Watershed Council, will host a launch party to officially kick off the next era of the organization. Community members from any of the four Connecticut River states are invited to join CRC staff, trustees, and members to learn more about this change and celebrate this unique moment in the organization’s history. The free, family-friendly event will be held at the Arts Block, 289 Main St., Greenfield, from 4 to 7 p.m. Event participants will enjoy live music, refreshments, cash bar, photo booth, and more.

The Connecticut River Conservancy, founded in 1952, is headquartered in Greenfield. This year, it celebrates 65 years of serving the entire Connecticut River and its watershed, which includes tributary rivers and streams throughout Vermont, New Hampshire, Massachusetts, and Connecticut.

“Our rivers are a public resource — they literally belong to all of us, and we are all entrusted with their care,” said CRC Executive Director Andrew Fisk. “But they won’t stay clean and full of life simply because we want them to. It will take all of us working together to preserve and protect them. If you care about the future of our rivers, we invite you to join us. Your rivers need you now more than ever.”

To learn more about CRC, or to join the effort and help protect the region’s rivers, visit www.ctriver.org.

Daily News

HOLYOKE — Conklin Office Furniture announced it is partnering with Canadian brand Groupe Lacasse, a leader in the business furniture manufacturing industry.

“This partnership allows for us to stay competitive by offering our clients a range of products that cater to the education, government, healthcare, and, of course, office markets,” saids Michael Morin, Conklin’s marketing and communications coordinator.

The partnership has also driven Conklin’s expansion and redesign of its showrooms and design center. “We really want to create a space where clients can come in with ideas they’ve seen on TV, Instagram, and in design magazines and say, ‘make my office look like this,’” Morin noted. “There’s a real desire now to have workspaces that reflect a company’s brand or culture.”

Daily News

NORTHAMPTON — Attorney Poly Stamou has joined Royal, P.C., the management-side-only labor and employment law firm, and will focus her practice in labor law and complex employment litigation.

Stamou counsels companies on workplace issues concerning sexual harassment, disability and reasonable accommodations, managing leaves of absence, drug and alcohol policies and testing, conducting workplace investigations, disciplinary action and discharge, wage-and-hour law compliance, record keeping, workers’ compensation, OSHA, and OFCCP compliance.

In addition, she advises unionized employers in matters involving contract interpretation, employee discipline or discharge, and unfair labor practice charges, and advises non-union clients on developing the best practices for maintaining a union-free workplace. She also has extensive experience in immigration law and, in that capacity, helps employers navigate the regulatory process when hiring immigrant workers.

Stamou received her bachelor’s degree in economics from Brown University, her juris doctor from Suffolk University Law School, and her LLM in international and comparative law at George Washington University Law School.

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SOUTH HADLEY — Private Financial Design, LLC (PFD) recently announced the promotions of Shannon Asselin and David Ferraro Jr., and welcomed Melissa Hall to the company.

Asselin was promoted to executive administrator. She began her career with PFD in 2014 as a client services assistant, bringing more than 14 years of experience in customer service, which included head teller for a local bank. Over the past two years, she has advanced her skills in the financial-services industry with further training and education. She has been honored for excellence in her work with PFD’s broker dealer and clients. She will oversee the administrative operations and client services for PFD while taking on more corporate responsibilities.

Ferraro has been promoted to financial advisor. He has been working as an administrator since July 2016 so he could learn the procedures and compliance needs for his clients. His affiliation with PFD began when he interned in 2010, and he was a part-time administrator for several years while attending college. Ferraro graduated summa cum laude with a bachelor’s degree in business administration from Bryant University, where he studied financial services and economics. He leveraged his education to win the National Financial Plan Competition sponsored by the International Assoc. of Registered Financial Consultants. While attending Bryant, he served as chairman of the Macroeconomic Committee of the Archway Investment Fund. In this role, he developed the investment strategy for this $1 million endowment fund. His work at PFD will be focused on financial and estate planning, investment management, and retirement plans. He is currently pursuing the education and training requirements to become a certified financial planner.

Hall has joined the team at PFD as a registered administrator. She has more than five years of experience in the financial-services industry, starting first with a mutual insurance company and later working with an independent certified financial planner for several years. She is currently FINRA Series 6 licensed and will be actively working toward other licensures in the near future. Beyond financial services, Hall has many years of customer-care experience, including many years of volunteer work at her church and on the foreign mission field. She will be helping to develop best business practices, as well as designing new processes to enhance customer service.

Private Financial Design offers comprehensive financial planning for both personal and business needs, including fee-based investment-advisory services, retirement plans, and other wealth-management services.