Financial Building Blocks is an unbiased online educational platform designed to help people learn the basics of personal finance.
Financial Building Blocks was founded by Stephen Martiros, a wealth management expert with over 25 years of experience working with investors and family offices. Stephen previously served as Managing Partner of CCC Alliance, America’s largest private knowledge network of single-family offices, and as founder and CEO of Summitas, a software company that provides family offices and investment advisors with a secure portal for collaboration. Stephen received his BS and MBA from Babson College, where he serves on the Board of Overseers, is an Entrepreneur-in-Residence, and is a recipient of the Snyder Award for Distinguished Service.
We are committed to ethical behavior, honesty, fairness, transparency, and accountability.
We strive for excellence in everything we do.
We aim to produce measurable results that improve people’s lives.
We value each person’s unique perspective, goals, and circumstances.
We help people improve their financial knowledge and judgment.
James Carney is the CEO of Morningstar’s ByAllAccounts, a leading financial account aggregation company that he co-founded to track information from thousands of custodians and data sources. Previously, James was the co-founder and CEO of Bidder’s Edge, the largest online auction portal, which services more than 500,000 users a month; the co-founder and CEO of Workgroup Technology Corp., which had a successful IPO on the NASDAQ exchange; and the co-founder and CEO of WSI, which was acquired by BOM Nesbitt Burns. James holds a BS in finance from Babson College.
Marshall N. Carter
Marsh Carter is the former Chairman of the New York Stock Exchange Group, and the former Chairman and CEO of the State Street Bank and Trust Company. Marsh served in the State Department during the Ford Administration, and was awarded the Navy Cross and Purple Heart while serving two combat tours in Vietnam as a Marine Corps infantry officer. He holds a BS degree in civil engineering from the U.S. Military Academy at West Point; an MS in operations research and systems analysis from the Naval Postgraduate School; and an MA from George Washington University.
Corey Griffin is the CEO of Boston Private Wealth Management at Boston Private Financial Holdings. He has previously served as the President of The Davis Companies (an institutional real estate investment manager), and the CEO of The Boston Company Asset Management (a subsidiary of Bank of New York Mellon, which during his tenure grew from $20 billion to $75 billion in assets under management). Corey has also served as a member of the Bank of New York Mellon’s Operating Committee. He holds a BA in economics from Harvard University and an MBA from Harvard Business School.
Kathryn McCarthy is an advisor to family enterprises and family offices on a variety of issues, including strategic planning, performance assessment, the establishment of family oversight committees, and the creation of family offices and related entities such as private trust companies. Kathryn is also a director of The Rockefeller Trust Company, and a member of the board of directors of SEI Investments. Previously, Kathryn was the founding President of Marujupu, LLC, the family office of the Sulzberger Family (The New York Times Company), and a Managing Director of Rockefeller & Co. Kathryn holds an MBA in finance from New York University’s Graduate School of Business Administration, and a JD from New York Law School. She earned her BA from Rosemont College.
Jeff Parker is Managing Director of the Parker Family Limited Partnership. He is a founder of multiple financial information companies—including Technical Data, CCBN, and FirstCall—all of which were sold to Thomson Financial, where he later served as CEO. Jeff is a graduate of Cornell University, where he received a BS and MS in engineering and an MBA. Jeff is a Cornell Trustee Emeritus, founder of the Cornell Parker Center for Investment Research, and a recipient of the Cornell Entrepreneur of the Year award.
Rudina Seseri is a founding partner at Glasswing Ventures and also serves as an Entrepreneur-in-Residence at the Harvard Business School. Rudina is on the Board of Overseers for Boston Children's Hospital, Board of Advisors for L’Oreal’s Women in Digital, and Board of Directors at MITX. She is also a Boston Business Journal 40-under-40 honoree, and a Women to Watch honoree by Mass High Tech. Rudina graduated magna cum laude from Wellesley College with a B.A. in economics and international relations, and received her MBA from the Harvard Business School.
Amanda Strong is Director of Asset Management for MIT’s Investment Management Company, where she oversees a portfolio of commercial real estate assets for the MIT endowment. Prior to joining MIT, Amanda was Managing Director of Asset Management at Colony Capital in Boston. She is a LEED AP Professional and holds a BS in business administration from Babson College, an Advanced Professional Certificate in Real Estate from New York University, and a Master of Real Estate Development from MIT. Amanda is also a member of the Real Estate Executive Council, NEWiRE, and is a Babson College Trustee. She received the President’s Award from NAIOP Massachusetts, was recognized as a “Woman of Fire” by Banker & Tradesman, and has received the Babson Richard J. Snyder “Distinguished Service to the College” Award.
Geoff von Kuhn
Geoff von Kuhn most recently spent nine years with the privately held Fidelity Investments, where he served as Chief Administrative Officer, overseeing more than 11,000 employees across 11 divisions: Legal, Tax, Finance, Real Estate, Compliance, Risk & Security, Shared Services, Global Business Services, Human Resources, Workforce Planning, Communications, and Corporate and Government Affairs. Previously, he ran the Crosby Group, the family office of Edward Johnson, III, the largest shareholder of Fidelity. Previously, he led the Wealth Management Group at AmSouth Bancorporation; led Citibank’s private bank in the U.S.; and served in management roles at Banc One Corporation, Lehman Brothers, and Bankers Trust Company. A native of New York, Geoff earned a BA in business and law from University of Virginia.
John Wolfson is an award-winning journalist whose work has appeared in The Atlantic, The New Yorker, The New York Times, Wired, and numerous other publications. He is the editorial director of the Tufts University publications group, and the former editor of Boston magazine, which during his tenure won a National Magazine Award and was nominated for 20 City and Regional Magazine Association awards. Previously, John spent several years as a newspaper reporter, including stints at the Seattle Times and the Orlando Sentinel. He holds a BA from the University of Maine and a MS from the Graduate School of Journalism at Columbia University.