Bob Kenny, Ed.D
Bob Kenny is a Founding Partner at the North Bridge Advisory Group with thirty years of practical and research experience in developmental, counseling and educational psychology. With a distinct combination of skills and expertise, Bob listens with the ear of a therapist and sees the future through the eyes of an educator.
Through his work as the Associate Director of the Boston College Center on Wealth and Philanthropy and the Executive Director of More Than Money, Bob understands the complex emotional quandaries and interpersonal dilemmas faced by parents and children in high net worth households. He formulates and implements developmentally appropriate strategies to address the unique challenges found in affluent families and settings.
As the field director for the research conducted at Boston College and funded primarily by the Bill and Melinda Gates Foundation, Bob focused on the joys, dilemmas and aspirations of individuals from high net worth households. Current research projects include identifying the characteristics of psychologically healthy high net worth families.
A former Associate in Education at the Harvard Center for Moral Education, Bob earned his doctorate in Counseling Psychology from Boston University. In addition to his experience teaching and lecturing Bob was an unusually effective clinician for young adults with addictions. Throughout his career Bob has centered on how values based decision-making changes over the developmental life span.
David Vaughn, BA
David’s 30-year career in Social Entrepreneurship has focused on exploring the relationships between Passion, Purpose and Impact. He guides clients as they explore the voluminous and diverse opportunities for maximizing their civic engagement and social impact. David’s career spans the fields of journalism, politics, public policy, non-profit leadership, education, and philanthropy. He was the founding editor of Recruiting Magazine, a national employment trade journal, and served as a journalist and columnist for the Boston Phoenix and the Boston Business Journal. For almost five years David served as an editor at the Harvard-Smithsonian Center for Astrophysics working on curriculum-development projects funded by the National Science Foundation.
In the political arena, David organized and directed several local and statewide political campaigns. These included the GREY2K Massachusetts ballot initiative, which he founded, as well as his personal campaign for the Boston City Council. He served as staff director for the Massachusetts Community Education Task Force, a joint committee of the State Legislature, to organize the Commonwealth’s first statewide after-school education initiative.
As a social entrepreneur, David co-founded and co-directed the Social Innovation Forum, a venture fair and capacity-building project for the Boston non-profit sector. As an educator, David founded the Collaborative Learning Project, an “education action tank” for innovative and provisional start-up schools. In addition David is co-founder and founding board chair of the Tremont Schoolin Lexington, MA, as well as a founding board member of theEdward Brooke Charter School. He served the Mason Pilot Schoolas a board member along with the Community Music Center of Boston, and Hope Collaborative. He serves as a Trustee for a number of private foundations.
A graduate of Boston University, Choate Rosemary Hall, and Greenwich Country Day School, David attended the American School in London, and St. Lawrence University. Most recently David has pursued his interest in family dynamics through Online Training at the Bowen Family Systems Theory Program based in Washington D.C.
Tim Lee, MA
A Certified Educational Planner, for over three decades Timothy B. Lee has guided multiple generations of young people and their families to understand the complex and sometimes puzzling world of private education at the middle, secondary and college levels.
As the former President and long time member of the Independent Educational Consultants Association (IECA) Tim is highly regarded in the field of private education. He draws upon his long experience and extensive relationships to help young people make informed educational decisions. He has worked with clients with a long family history with independent schools as well as families exploring possibilities private school for the first time.
Before establishing a private practice, Tim was an associate director of admissions and placement advisor at leading New England Independent schools. As the director of educational services at Advocates for Human Potential, Tim worked with students to find the best fit for an independent school or college. Throughout his long professional career Tim has been highly regarded by parents and educators for identifying appropriate and reputable placements for young people seeking alternatives to meet their learning or emotional needs. In guiding families, Mr. Lee draws upon his extensive knowledge of independent schools and their traditions, heads of school, programs, values and development officers.
Tim is well known for his ability to quickly establish a positive connection with young clients. He draws upon his three decades of experience to help parents, step-parents and grandparents understand the highly complex and the deeply emotive dynamic that occurs while engaging in the process of selecting appropriate educational placements.
A graduate of Harvard College Tim earned a master’s degree in adolescent development at the Harvard Graduate School of Education.
Bart Wendell, Ph.D
For over 35 years, Bart Wendell has worked with CEO's, Boards, Founders and Families to find ways to move through financial, structural, and interpersonal bottlenecks with plain, transparent talk and timely action.
Bart has been a trusted adviser to clients including The International Monetary Fund, The Ford Foundation, The United States Air Force Academy, The Forum for Socially Responsible Investing, and The Certified Financial Planners Board. Specifically, he worked closely with the leadership team that took the family owned Southern Container Corporation from $200 M in annual sales to publicly traded RockTenn (now WestRock) with over $11B in sales. He also designed and led, for many years, a quarterly summit meeting known as the ‘G-4” that included the Presidents and Board Chairs of PBS, NPR, CPB and APTS (America’s Public Television Stations).
Bart has a well-earned reputation as a master facilitator, possessing the unique ability and experience to address both the business side of families, and the family sides of businesses. With candor, perspective and humor, Bart focuses on the path forward by using the strengths of those in the room, even in the most chaotic environments. Bart is also known for his private-practice therapeutic work with adolescents, young adults and their families as well as his consultation to secondary schools.
Bart earned his B.A. and M.A.T. from Wesleyan University in Middletown, Connecticut and Ph.D. in Psychology and Organizational Development from Duke University. He has led seminars for The Executive Leadership Program at the Harvard Business School and served on the adjunct faculty of The Massachusetts School of Professional Psychology. He is the author of Hot Leaders, Cool Facilitators, a book on how meetings can be used to develop leadership skills from good to great.
Bart lives in Petersham, MA with his wife, artist Sandra Whaley, where he currently serves in the elected position of Town Moderator. He is a Member of the Board of the Massachusetts Moderator Association and a past Vice President of the International Enneagram Association. Bart and Sandra have two adult children, Amelia and George.
Jamie Forbes (CAP®)
Jamie’s love of Philanthropy Advising comes from a lifelong passion for understanding people and a keen interest in helping them connect with their passions and what motivates them. He grew up in a multi-generational New England family imbued with a strong sense of belonging, good fortune and a deep understanding that with privilege comes responsibility. Jamie pulls from his personal experience in his work with families, based on the conviction that trust and communication are essential elements in helping individuals find purpose and meaning beyond their financial wealth.
Jamie has consulted in the nonprofit sector for more than a dozen years, which gives him a deep understanding of how to assess organizations and what drives impact; he has served on boards and advised families on their giving. He has also coached and mentored his own young children in their giving, including helping them raise funds and donate books to establish a library for an elementary school on the Caribbean Island of Dominica. Jamie is particularly passionate about helping people discover how to combine what they love and how to give.
In the for-profit sector, Jamie spent 16 years at Dunkin Brands, working in brand management, field marketing, and communications roles, where he led both the conversion to smoke-free at all US Dunkin' Donuts and the development and launch of Coffee Coolatta, He also managed internal communications for Baskin-Robbins.
When he is not at work, Jamie can be found with his wife and 2 daughters or enjoying time with friends. He is an avid outdoor enthusiast, exercise nut, traveler and cancer survivor. Traveling provides an opportunity to understand other cultures, which also helps him understand people better. Jamie graduated from Milton Academy and has a degree in economics from Connecticut College. Professional development and other education includes the Wharton School and Babson.
Betsy Hlavacek, MA
Betsy Hlavacek is an educator and certified counselor who specializes in guiding young people toward a better understanding of their academic, social and emotional lives through the process of learning about themselves, to be themselves, as they prepare to live a fully engaged life.
For over thirty years, Betsy has been at The Lawrenceville School in New Jersey, one of the oldest boarding schools in the country. Living and working with students has provided her with insight into the dynamics of families, particularly the ramifications of high achievement and high expectations. Betsy’s experience informs her guidance on relationships, communication, motivation, loyalty and personal identity.
As an Educational Support Specialist, Betsy assists students in becoming advocates of their own learning. Helping young adults to recognize the importance of identifying their individual needs, she collaborates in developing distinct strategies for success, equipping them with skills to guide their planning and future.
In her work with institutions, Betsy has explored educational organization and operation. At National Sports Academy, a school for elite athletes in Lake Placid, NY, she led the board of trustees through an extensive self-study process for reaccreditation and growth. Betsy designed and implemented a teacher feedback program at The Lawrenceville School, giving students a meaningful way to voice their views and providing points of reflection for the teachers. As a founding board member of the Tremont School in Weston, MA, Betsy has culled her professional and personal experiences for the creation of a unique, inclusive learning environment designed as a new model for curriculum and teaching.
A graduate of Greenwich Country Day School and The American School in London, Betsy earned her Bachelor’s Degree in Education from The University of Vermont and her Master’s Degree in Counseling from The College of New Jersey.
Judy Beatrice, MPH, MBA
Judy Beatrice has spent her life listening, advising, and educating others. Her diverse background provides Judy with experience and insight that enhance her ability to translate complex concepts into accessible, relevant training content for people of all ages. Her 20 years in the financial services industry as a financial advisor, assistant manager, development advisor and team consultant enhance her effectiveness with advisory teams. Her passion for learning and development invigorates her workshops and developmental programs for over 700 teams and business managers. One of her specialties is developing teams and encouraging teamwork through extensive training and reinforcement. Judy’s commitment to personal competence and professional development make her an in-demand facilitator, presenter, mentor, consultant, and coach.
Her clients include the not-for-profit sector as well as major businesses, corporations, closely held and family businesses, as well as families and individuals. She assists clients in dealing positively with complex management issues affecting productivity.
Judy has BA in Chemistry and Physics from Regis College, an MPH from Yale University in Environmental Science, an MBA from Northeastern University in Finance and an MST from Bentley University in Taxation.
She has taught at Regis College, Suffolk University, and Bentley College. She has participated in many academic and business seminars speaking on the topic of women and investing, retirement planning, and investing. Judy is an avid reader and enthusiastic Red Sox fan.
Michael Bell, BA
Michael is a Research Associate for North Bridge Advisory Group. His research focuses on the Millennial perspective on the intersection between money and meaning. He graduated from Boston College in 2010 having worked extensively with The Center on Wealth and Philanthropy as a Research Assistant on various projects such as The Joys and Dilemmas of Wealth study. Michael has also interned with The ASU Lodestar Center for Philanthropy & Nonprofit Innovation and consulted for various non-profit start-ups in San Francisco, where he currently lives. Michael also worked with Teach for America, was a Founding Teacher at Gateway Public Schools in San Francisco, and currently works for IXL Learning in San Mateo, CA.
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