About

Keith grew up in Florida but has called Massachusetts home since 1979. He has an undergraduate degree from Florida State University and a law degree from Boston University. He also has a master’s degree in history from the University of Virginia where he wrote his thesis on the development of the university library in 19th century America. He has practiced corporate and securities law at Ropes & Gray in Boston continuously since 1982, broken only by three and a half years during which he was Director of Corporation Finance at the U.S. Securities and Exchange Commission in Washington, D.C. Keith also serves as Secretary and pro bono counsel to Upstream, an organization committed to expanding opportunity and reducing unplanned pregnancy across the United States.

Keith and his late wife Andrea moved to Wellesley in 1990 and raised two sons, both of whom went to Fiske Elementary School and one of whom graduated from Wellesley High School. Keith is an avid cyclist (having ridden a dozen times in the Pan Mass Challenge), a middling gardener, a mediocre golfer and a voracious and eclectic reader.

Ken has achieved his BS in Mechanical Engineering from Tufts University, an MBA from the
University of California, Berkeley, CA, his Masters in Tax from Bentley University, and his Masters in
Financial Services from the Institute of Business and Finance.

While as the Vice Chair of Finance on the Board of Trustees of MassBay Community
College, Ken was responsible for directing the finances of the college where he led them to operating
under a fiscal budget and generated a surplus of eight times the value from when he started. He also
saw similar success while working as an outside business auditor for Price Waterhouse Cooper. Ken’s
corporate experience gained at Endwave Corporation and Cisco Systems continued to develop his skill
set in financial operations, risk management, controllership, operational analysis, internal controls, and
corporate strategy.

As a team player with hands-on project management and leadership ability, Ken can manage financial matters at strategic and operational levels and is adept at quickly finding and implementing creative and effective solutions to financial problems. Ken is thrilled to see businesses thrive under his direction.

As the Finance Planning Manager for European operations for Digital Equipment, he was responsible to
the forecasting of results for a $7 Billion operation with 26 subsidiaries in Europe with a focus on
budgets, forecasting and currency hedging against the dollar, Ken developed a keen sense of working in
international environments and cultures. He lived in Geneva Switzerland for five years carrying out his
responsibility.

Just prior to joining Affiliated Financial Services as Managing Partner, Ken had started his own very
successful Tax, Accounting and Financial Planning practice in Westborough, MA. Ken’s team who remained
with him during this transition, are experienced tax professionals and support both local and
international clientele from China, Finland, Singapore, Peru and the United Kingdom.

Ken has a passion for helping to educate and mentor people through sharing his knowledge
and experience. Ken served as an Adjunct Professor at Babson College for 4 years at the undergraduate
and graduate level teaching accounting and tax. Ken enjoys doing seminars on Tax and business
consulting practices. He also mentors students from MassBay Community College and Framingham
State University.

Ken lives with his wife Pearl in Wellesley, MA. They share two adult sons with three beautiful
grandchildren.

Amiee Munro has lived in Wellesley since 2009 with her husband, Bill, and three boys who are currently students at WMS & WHS. A lifelong lover of the written word, Amiee spent
her early career in publishing, first as a Business Manager at Conde Nast and then in marketing and subsidiary rights at Little, Brown, Inc. and the Perseus Books Group. Currently, Amiee is a real estate agent with Donahue Maley | Burns Team
/ Compass, eager to share her knowledge and love of Wellesley with all potential residents.

An active community volunteer and fundraiser, Amiee has served as Fiske PTO President, Auction Chair, Wild West Chair and spent five years as a member of the Wellesley Hills Junior Women’s Club, including Community Outreach Chair, Wonder Run Chair and Nominating Committee Member. Currently, Amiee serves as the town wide Scouting for Food coordinator, on the WMS book fair committee, and the WHS Cotillion Committee. A
graduate of Connecticut College, Amiee resided in Washington DC, New York City and Boston before settling in Wellesley.

Alexa has lived in Wellesley since 2010 with her husband Robert and their three daughters Lucy (16), Molly (14) and Lila (12) who attend the Wellesley Public Schools. She would be remiss to not include additional family members Coco and Java, their two beloved chocolate labs.

Alexa spent a career in financial services and retired in 2017 after 14 years at Fidelity and prior stints at Charles Schwab and Franklin Templeton. After retiring from financial services, she joined a volunteer training program at the Museum of Fine Arts and now leads art tours across the collections, as well as participating in a number of other program activities.

Throughout her years in Wellesley, Alexa has remained active and committed to community. She has held or currently holds a Board or leadership position in the Wellesley Chapter of the National Charity League, the Wellesley Education Foundation and has been active in planning events for PTOs and neighborhood associations. Her family enjoys the Wellesley Free Library and she looks forward to participating in Board activities to help the library evolve to meet growing community demands.

A native of Kalamazoo, MI, Liz attended Boston College, receiving degrees in Biology and Economics. Professionally, her career in finance, including at Bank of Boston and Fidelity Investments Institutional Services, focused on specialized financing for multinational asset management and insurance companies globally. Presently, she is Principal of Snug Harbor Consulting, a financial consulting practice, and Managing Partner of Walker Snug Harbor, a multi-family investment partnership.

With the exception of two years in New York in the late 1990s, Liz has lived in Wellesley since 1986. She has two daughters in college who attended Sprague and graduated from Wellesley High School. Liz has spent countless hours at the Wellesley Free Library: story time at the Hills Branch; and at the main library in the play room, Wakelin room for recitals, and reading in the periodicals room between carpools.

Liz was actively involved in the Wellesley schools, holding leadership positions in Creative Arts & Sciences, Art Enrichment, Sprague Fields Task Force, WHS PTSO Volunteer Coordinator and Nominating Committee, and elected School Council member, and co-founder of Lessons in Leadership speaker series. Other Wellesley service activities included Wellesley Mothers Forum Treasury positions and Wellesley Hills Junior Women’s Club Economic Needs, Scholarships, and Donations Committees leadership roles. In 2019, Liz became a trustee of the Wellesley Scholarship Foundation. Beyond Wellesley, Liz has been an Advisor at WGBH since 2012 and sits on the Advisor Nominating, Emerging Media & Technologies and Ralph Lowell Society committees. Since 1996, Liz has served in various volunteer leadership positions at the Museum of Fine Arts Boston and is currently Vice-Chair of Membership for the Patron Program. Liz volunteered extensively with Junior League of Boston (recipient of Boston Bean Pot award for community volunteerism), Children’s Hospital Boston (Co-Chair Women in Medicine Committee), Brigham & Women’s Hospital (Advocate), and Boston Youth Symphony Orchestra (Parent Board).

David earned a BS degree in Aerospace Engineering from the University of Southern California and an
MBA from the Wharton School of the University of Pennsylvania.

David applied his engineering skills on the Space Shuttle program and then helped set up an electronics
manufacturing facility near Portland, Oregon for a Japanese automotive components supplier. After
receiving his MBA, he worked at McKinsey & Company as a management consultant for nearly 11 years,
finishing in the role of partner. He supported clients on topics related to sales and marketing strategy out
of the Los Angeles, Minneapolis, and Boston offices. Since leaving McKinsey, David has focused most of
his career on cancer screening and early detection with business leadership roles at Cytyc, Hologic, and
Exact Sciences (where he works today). David is currently focused on developing and bringing to market
a blood test that will screen for multiple cancers in one test.

David and his spouse, Julie, live in Wellesley. They have 7 adult daughters/step-daughters. David has
recoverable fluency in Japanese and loves all kinds of travel. He is an avid reader, loves to sing, and
enjoys participating in a wide variety of sports with a focus on cycling, tennis, and golf. David currently
serves on the board of Rising Star Outreach (an organization that seeks to lift those suffering from
leprosy in India) and the Madison Symphony Orchestra. He is also an active volunteer in his local
church.

Bill Horn graduated from St. Lawrence University with a B.A. in Economics and has spent the past 30 years in Financial Services in various capacities at Fidelity, State Street, and First Angel Capital. Bill has been a Director of public companies including MFC Industrial and LMS Medical Systems. At LMS, he assumed the role of CEO/CFO during strategic transition phase. Currently, Bill serves as COO for the High Yield Capital Markets division at Citizens Capital Markets, a subsidiary of Citizens Bank.

Bill has lived in Wellesley for the past 10 years with his wife, Anne, and twin boys who attended Hunnewell Elementary School and Wellesley Middle School, and now attend Wellesley High School. Over the past seven years, Bill has also been active in Wellesley United Soccer Club coaching youth soccer and active on the WUSC Board.

Chrissie grew up in Wellesley and returned with her husband, John, in 1992 to raise their family here. Chrissie graduated from the University of Virginia with a BA in English Literature and from the Wharton School of Business at UPenn with an MBA in Marketing. Chrissie began her career in Massachusetts as a Consumer Products Marketer with Gorton’s of Gloucester. After eight years, she switched gears and joined Rutledge Properties, the family real estate business owned by her mother. Ever since, Chrissie has been a leading agent in town. Pointing out what is outstanding about Wellesley – especially the Library – is an everyday activity for Chrissie as she welcomes new families to town.

Chrissie and John have four adult children, all of whom attended Hunnewell Elementary School and spent many hours at the Wellesley Free Library next door. Chrissie has served as a coach and President of Wellesley Youth Lacrosse and has cheered on innumerable Wellesley Youth and High School teams. She has served as a Town Meeting Member since 2009. Chrissie is a lifelong voracious reader, a member of multiple book groups, and plays as much tennis as possible.

Carol Almeda Morrow leverages over 25 years of experience to lead top-and bottom-line
growth via marketing and communication initiatives for her clients. She specializes in
developing brand identity, positioning, and competitive differentiation, as well as
cultivating opportunities in new and existing stakeholder segments.

A passionate fundraiser at heart, Carol has led the fundraising efforts for several
charitable and political organizations, raising multi-million dollars in the last 25 years.
Carol possesses a depth of knowledge and experience in formulating powerful
development strategies, as well as in designing and driving a wide range of integrated
donor-centric marketing campaigns that best engage the target audiences.

Carol currently serves as a member of the Board of Trustees for the Currier Museum of
Arts, as well as a member of the Director’s Circle at the American Repertory Theater at
Harvard University. Carol was formerly a management consultant with Deloitte Consulting
and is currently the managing principal at Morningstar Consulting Group.

Carol received her MBA in Economics and Marketing Strategy from the University of
Chicago Booth School of Business, and her BA in Organization Psychology from the
University of Michigan.

Carol and her late husband, Joe, have four children, all of whom have graduated from
Wellesley High School.

Linda received a BBA in Marketing from the University of Massachusetts, Amherst and continued with studies in Managerial Accounting at Harvard University. Linda has spent the majority of her career as a Sales and Management professional. She specializes in creating and managing high performing sales teams, market analysis, identifying new markets and opportunities and setting and achieving sales objectives within the engineering and construction, technology and aviation industries. She has worked for international companies such as Hilti and Bombardier as well as with technology start-ups.

Linda has served as an active volunteer at the Fiske Elementary School and Wellesley Middle School and continues to do so at The Rivers School in Weston. She has also served in various active roles as a volunteer with the Wellesley Mothers Forum and at The Hills Church in Wellesley.

Linda, her husband Shawn Herlihy and their three boys have lived in Wellesley since 2008.