Michael is the lead portfolio manager of our dedicated private equity funds, which have closed on US$2.4 billion since 2014 to invest in late-stage growth investments. He also manages institutional portfolios in the Multi-Cap Growth styles, drawing on research provided by Wellington’s regional and global industry analysts and other global research resources within the firm. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He is a member of the firm’s Incentive Compensation Committee and previously served as the first male Advisory Board member of the Wellington Women’s Network.
Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 – 1999), State Street Research and Management (1992 – 1996, 1997), and Montgomery Asset Management (1996). He began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 – 1990) and later with Cigna Investments (1991 – 1992).
He received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation.
Lucia joined SCS Noonan in February 2019 as Career Development Associate VISTA. She is a first-generation college graduate and SoCal native. She earned a bachelor’s degree from Cal State Long Beach in Family Consumer Science. She is excited to be a part of and contribute to the success of SCS Noonan Scholars!
Johanna joined SCS Noonan Scholars in February 2019 as a Career Coach. Johanna has worked in higher education since 2005 advising and coaching students on career related concerns work that she thoroughly enjoys. Johanna understands how career identity is core to one’s overall identity and endeavors to help others find satisfying work. She enjoys getting to know students and learning from them as well. Her time in higher education spans three distinct institutions including the University of Detroit Mercy, Virginia Tech, and The University of Chicago. Prior to her time in higher education, Johanna worked in the automotive industry as a mechanical engineer and supervisor. Johanna holds a B.S in Mechanical Engineering from Kettering University and M.A. in Counseling from the University of Detroit Mercy. Johanna is a native of Gary, Indiana and has lived in seven different cities.
Karen Williams joins SCS Noonan Scholars as National Director of Career Development. She is a seasoned executed with extensive management experience in the private sector, higher education, and non-profit. Most recently Karen served as Director of Alumni Professional Development for Management Leadership for Tomorrow (MLT) and Executive Director for the UCLA Anderson School of Management Center for Management of Enterprise in Media, Entertainment & Sports. Prior to joining UCLA Anderson School of Management, Karen spent twenty years in senior marketing roles working for blue chip companies including Disney-ABC, Time Warner, and Johnson & Johnson.
Karen serves on the board of Women in Cable Telecommunication (WICT) Southern California and the UCLA Anderson Alumni Board. Williams graduated from UCLA with a Bachelor of Arts in Economics and received her MBA from the UCLA Anderson School of Management.
She is a California native and resides in Los Angeles.
Dan joined SCS Noonan Scholars as the Boston Executive Director in October of 2018. In this role he helps to marshal the city’s resources to support Scholars from the Greater Boston area and beyond, as well as manage foundation relations and grant writing for the organization nationwide. Dan previously served as the General Counsel of the May Institute, a national nonprofit serving individuals with autism spectrum disorder and other developmental disabilities, worked in Boston and Washington in advocacy organizations and government institutions, and practiced law at a number of firms in Greater Boston.
Dan also serves on the boards of nonprofit organizations in the education, arts, and Jewish communities. He holds a J.D. from Boston College Law School and a B.A. in Political Science from the University of Rochester.
Bethany Queior joined SCS Noonan Scholars in July 2018 as the National Director of Mentorship. Previously, Bethany was Director of Match Support at Big Sister Association of Greater Boston, where she oversaw the training and support of all Community-Based Mentoring matches. She has seen formal and informal mentoring relationships provide meaningful avenues for youth-led learning, and she is pleased to support this growth between mentors and Scholars. She brings a background in mediation, dialogue facilitation, and youth program management, with over 10 years’ experience leading programs in school, community, and residential settings.
Bethany holds a B.A. in English and Sociology from Brandeis University, with a focus on Peace, Conflict, and Coexistence Studies.
Nate joined the team in May of 2018. He has spent the last 15 years helping nonprofits in Boston build capacity by improving the way they collect, process and report on organizational data.
He most recently spent 6 years at Citizen Schools working closely with their leadership team to manage and report on all donor and volunteer information. He is a Salesforce expert and has given a number of presentations at regional and national conferences.
A graduate of Oberlin College, with a BA in Philosophy & Anthropology and Boston University with an MBA focused on nonprofit management, Nate lives in Jamaica Plain with his beloved family & two phenomenal cats.