Bottom Line relies on a dedicated group of individuals to lead the effort to support students and improve college graduation rates. Our National office was developed after we launched our New York site in 2011 and expects several additions in the coming years to support additional growth.
National Board of Directors
Our National Board of Directors brings overall strategic leadership and expertise to Bottom Line's mission and includes a representative from each of our Regional Advisory Boards.
Greg Johnson, Chief Executive Officer
Greg Johnson became CEO of Bottom Line in the fall of 2003. A graduate of Brown University, he previously led the marketing and outreach efforts in Boston for The Princeton Review. Since joining Bottom Line, the organization has tripled the size of its staff and students in Boston, replicated its programs to Worcester, MA, and New York City, and been recognized as a national leader in the field of community-based college retention. In 2008, Greg completed Harvard Business School's Strategic Perspectives in Non-Profit Management, and has spoken to a variety of audiences on topics including Managing Non-Profit Growth, Using Data to Improve Performance and Bottom Line's DEAL Model for College Success. When not at Bottom Line, he enjoys coaching his daughters' youth soccer team and has completed the Boston Marathon.
Dave Borgal, Founder and National Program Director
Dave was born in Reading, MA, and currently lives in Saugus, MA. He earned his Bachelors Degree in Journalism from Northeastern University in 1993 and his Masters Degree in Education from Salem State College in 1994. Dave started Bottom Line in July 1997, and recruited the first class of 25 students in late August 1997. 21 of the 25 kids from the first class earned a college degree. He worked out of a small office in New Mission High School in Roxbury for the first three years before moving Bottom Line's operations to Jamaica Plain in September 2000. After stepping down from the Executive Director role in 2003, Dave rejoined Bottom Line in July 2004 to focus his efforts on program development.
Jed Smith, Chief Development Officer
Jed Smith joined Bottom Line in the summer of 2013. He spent the last 20 years working at The Princeton Review where he developed a passion for educational access. Over the years he has managed teams in NY and MA, developed products & services and trained Executive Directors across the country. In 2009 he transitioned into a Higher Education Readiness role focusing on Partnership Development with the goal of bringing TPR's expertise and training to schools, districts, and organizations that have traditionally struggled to graduate students who went on to succeed in college. During that time, he established partnerships with industry leading organizations and he worked with some of the most challenged districts and schools in the Northeast. Jed earned his Bachelor's Degree in Art History and English Literature from Fairfield University in 1993. Jed is a devoted husband and father of 3. In his spare time he enjoys cultivating his gardens, hiking with his family and dog, and reading. During the summer on most Saturday mornings, Jed can be found volunteering at a community-based farmer's market where he's a founding board member.
Sarah Place, Director of Curriculum and Training
Sarah grew up in Oakland, CA, and moved to New Hampshire in 1995. She graduated from the University of New Hampshire in 2004 with a BA in English. Upon graduating, she worked on the Democratic National Convention and the Kerry Campaign. She then went on to join the community relations department at Citizens Bank. While working at Citizens, she read a proposal for funding from Bottom Line and was so inspired by the mission that she decided to apply for a job. She has been a part of Bottom Line's staff since August 2006 and served as the Curriculum and Training Director since December 2011.
Andrew MacKenzie, Director of Evaluation
Andrew received a BA in English from Providence College in 2004 and subsequently taught high school English and ESL in the Atlanta Public and Fulton County (Georgia) Schools. Because many of his seniors were the first in their families to attend college, Andrew developed a series of projects and resources to guide his students through the application process. In 2007, he received an M.Ed. from Georgia State University. Andrew returned to Boston in 2011, working at The Achievement Network before beginning the Public and Nonprofit Management MBA program at Boston University. While at BU, Andrew evaluated literacy programs as a New Sector Alliance fellow with the City of Boston, consulted on organizational development for City Year, and analyzed Boston public school performance at EdVestors. Andrew joined Bottom Line after receiving his MBA in 2013.
Katrina Magdol, Operations & HR Manager
Katrina grew up in West Hartford, CT, and moved to Philadelphia to attend Bryn Mawr College, where she studied Psychology and Education. After graduating in 2004, she worked as a Research Assistant in developmental psychology before deciding to pursue her passion for urban education. Katrina received her Masters in Education and teaching certification from the University of Pennsylvania, and then taught in the School District of Philadelphia for two years. While teaching, she discovered a drive for helping low-income and first-generation students gain access to college. Katrina moved back to New England in August 2010, and joined the Bottom Line team in April 2011.
National Board of Directors
Bob Ballard, USA Funds
Bob Ballard is Senior Vice President of Access and Outreach at USA Funds, Inc, a nonprofit corporation that works nationally to enhance postsecondary education preparedness, access, and success. He directs USA Funds®' postsecondary education access and outreach programs as well as the corporation's philanthropic activities. Bob has more than 29 years of financial services and higher education finance experience. Prior to joining USA Funds in 2008, he worked extensively within the financial service and education lending communities, including as SVP of Servicing at Sallie Mae, SVP of Servicing Operations at USA Group, EVP and COO at EDULINX Canada Corporation, President and CEO at Tricura Canada Corporation, and SVP of Servicing Operations at Citibank Student Loans. Bob holds a bachelor's degree in management from Rensselaer Polytechnic Institute and a master's degree in business administration from the University of Rochester. Bob also serves on the boards of several community and charitable organizations. He previously chaired Indiana Dollars for Scholars, a community scholarship foundation, and Riverview Hospital Foundation in Noblesville, Indiana. He currently serves on the boards of the United Way of Central Indiana and the Scholarship America Development Committee, in addition to Bottom Line's. Bob is a retired United States Navy Commander. He and his wife, Mary Ellen, live in Noblesville Indiana. They have two grown children, a son who currently serves as a Naval Flight Officer and a daughter who is completing a master's degree in Philanthropy and Nonprofit Management.
Kevin Connolly, State Street*
Kevin Connolly is a member of the Relationship Management Group at State Street. He oversees the activities in State Street's worldwide product divisions, which serve the company's largest clients. Prior to this role, Kevin served as the Director of Client Services for State Street's Wealth Manager Services, managing client service teams in Boston, London, New York, and Los Angeles. Kevin also managed client services and product delivery to State Street's top customers in the United States Public Funds market sector. Prior to joining State Street, Kevin held a number of positions at The Boston Company. Kevin graduated from Boston College with a BS in Biology, and earned an MBA from the F.W. Olin Graduate School of Business at Babson College. Kevin and his wife Jane are the parents of Patrick, a senior at Boston College, and Meredith, a recent graduate from California State University, Long Beach. In addition to serving on Bottom Line's board, he serves as a board member of the MetroWest Interfaith Hospitality Network and a delegate for the Wellesley Congregational Church.
Kay Marquet joined the Bottom Line Board in spring 2013. Kay is the former President and CEO of the Community Foundation Sonoma County, CA where she increased the assets from $4 million to more than $140 million between 1992 and 2009. Prior to moving to Sonoma County, she was the first Executive Director of the Greater Worcester Community Foundation, MA, raising the asset base to more than $30 million in 13 years. She has been dedicated to education and community service, throughout her life and was an appointee to the New England Board of Higher Education and the Massachusetts Community Service Commission and was the recipient of the Sonoma County Gold Award for Community Service. She is formerly a director of Scholarship America, and co-chaired the Families of Freedom Task Force, serving the dependents of those killed on 9/11. Kay currently lives in the Sonoma County Wine Country and is a member of the National Network of Consultants to Grantmakers, a consultant for Wells Fargo Center for the Arts and also serves on the boards for the Center for the Greater Good headquartered in Idaho and Sunny Hills Services in Marin County.
Patti Saris, US District Court and US Sentencing Commission
Judge Patti B. Saris was born in Boston, Massachusetts, and has resided in the Boston area for most of her life. She is a graduate of the Girls' Latin School, Radcliffe College, and Harvard Law School. After graduating from law school, she clerked for the Supreme Judicial Court and then went into private practice. When Senator Edward M. Kennedy became chairman of the Senate Judiciary Committee, she moved to Washington D.C. and worked as staff counsel. She later became an Assistant United States Attorney, and eventually chief of the Civil Division. In 1986, Judge Saris became a United States Magistrate Judge, and in 1989, she was appointed as an Associate Justice of the Massachusetts Superior Court. In 1994, she was appointed to the United States District Court by President Clinton. Judge Saris is active on various judicial committees and was on the Harvard Board of Overseers. She is also chair of the US Sentencing Commission. A mother of four children, Judge Saris is married to Arthur Segel who teaches at Harvard Business School.
Robert Shepler, Legg Mason
Bob is Managing Director for Corporate Development for Legg Mason in New York City. He first joined Legg Mason in 2005 as Head of Global Funds Administration. Prior to joining Legg Mason, Bob spent 30 years managing a variety of operations at CitiGroup, Bankers Trust, Goldman Sachs, and PricewaterhouseCoopers. He earned his BA from Williams College and his MBA from Harvard University.
Marc Smith (Chair)
Marc has been in the retail food business for the past thirty years. He spent eighteen years with Stop and Shop in several roles, leading up to a six-year assignment as CEO. A graduate of SUNY Albany, he has been involved with Bottom Line since 2006 and believes passionately in the organization's mission. Marc and his wife Mary Ellen live in Duxbury, Massachusetts. They have two children, Ben and Alexandra.
Dave Terry, Remedy Partners
Throughout his 20 year career in the healthcare provider business Dave has held senior leadership positions within several provider organizations; and he has been a trusted strategic advisor to larger health systems and academic medical centers across the US. As an operator Dave has led risk contracting and risk management initiatives on behalf of acute care hospitals, physician organizations, and post-acute providers. He has also acquired and run several business units within successful private equity backed healthcare organizations. As a senior industry consultant Dave has advised many leading health systems on their strategic options and opportunities within the emerging value-based healthcare environment. Most recently Dave was a Partner with The Chartis Group, a leading strategic consultancy in the healthcare provider sector. While at Chartis his work focused on accountable care initiatives and the increasing convergence between the provider and payer sectors. Before his experience with Chartis Dave was the Founder and President of Salvectus Healthcare, a consulting firm focused on strategy, business development & operations projects for health systems and private equity sponsored healthcare services companies. Prior to founding Salvectus Dave was the Senior Vice President of Business Development for Harborside Healthcare, a $700 million private equity backed long term health care company, where he led the start-up process for the company's Ancillary Services Division, resulting in the acquisition of a home care company and the creation of a hospice business. He also worked for Partners Community Healthcare Incorporated (PCHI), the for profit physician network arm of the Partners Healthcare system in Boston. In this role he worked with multiple groups in the physician network to improve risk management performance through the use of new technology tools and care management techniques. Mr. Terry holds an MBA from Harvard Business School and a BA from Columbia University.
Wes Thompson, Sun Life Financial
Wes Thompson is President, Sun Life Financial U.S., responsible for the Company's U.S. insurance operations which include a leading employee group insurance business, an expanding voluntary benefits business, and large in force blocks of individual life insurance. The company's Bermuda operations, which market to high net worth individuals internationally, also report to Mr. Thompson. Wes joined Sun Life in 2008 and has been instrumental in renewing the strategic direction of SLF U.S. He has a strong track record of building insurance organizations and is focused on growth for the Company in the group and voluntary benefits markets and delivering value across all business lines for customers and shareholders. He has championed key initiatives focused on growing the business and positioning it for further success, including a re-focused product strategy, enhanced distribution and brand, and alignment of operations. In the decade prior to joining Sun Life, Wes held leadership roles at Lincoln Financial Group. He created the company's centralized wholesale distribution organization, before becoming President of Employer Markets and then President of the Retirement Solutions division. Mr. Thompson received a bachelor's degree from Brown University. He is also a board member of the Hartford Hospital and the Wadsworth Atheneum-Amistad Foundation.
*These members also sit on Bottom Line Regional Boards