Investment Team
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David L. Grey - President/Director Mr. Grey is the owner of Grey Investments which is a Massachusetts Registered Investment Adviser. Mr. Grey previously held the position of President and CEO of IpswichBank, a publicly held bank which he sold to TD Bank North in 2002 for 23 times the original I.P.O. proceeds in 1993. Under the direction of Mr. Grey, Ipswich Bank grew from $90MM to $325MM in assets and was one of the fastest growing and most profitable banks in the U.S. Mr. Grey graduated from Northeastern University with a B.S. in Economics and also attended Suffolk University Law School in Boston. He currently serves as Director of Children's Friend and Family Services which provides various social services to children and their families North of Boston. He is also an active member in the mentoring program at Children's Friend. He resides in Wenham, Massachusetts with his wife, Janet, and two daughters. Lawrence G. Miller, MD - Director/Investment Committee Dr. Miller is a Board Member of Family Fiduciary and serves on its Investment Committee.Dr. Miller is a Partner and Founder of the Mediphase Funds. Prior to founding Mediphase, Dr. Miller was Senior Vice President, Hambrecht & Quist Capital Management in Boston. Before joining H&Q, he was Executive Vice President and Director, Internal Operations at Avicenna Systems Corp., subsequently acquired by CareInsite.Dr. Miller was previously Vice President at HPR, Inc. as the company underwent dramatic growth and a successful IPO in 1995.Dr. Miller is trained as a physician and pharmacologist and was a faculty member in the Department of Pharmacology and Experimental Therapeutics at Tufts University School of Medicine in Boston. Dr. Miller was educated at Harvard College, Cambridge University and Harvard Medical School, and completed his clinical training at the Massachusetts General Hospital in Boston. Dr. David P. Simon - Investment Committee Dr. Simon is the Stanton Professor of Finance at Bentley College. He is a specialist in Fixed Income and Derivatives and has published extensively on these topics in academic and practitioner finance journals. He has over 20 years experience in the investment arena starting as an Economist for the Federal Reserve Board in Washington, DC. He is a valuable member of Family Fiduciary Services, Inc.'s Investment Committee. Dr. Simon has a PhD. in Money and Financial Markets from Columbia University Graduate School of Business; an MBA in Finance from University of California at Berkeley; and a BA in Economics from the University of Wisconsin. Sample of writings: An Examination of Short QQQ Option Trades, Journal of Futures Markets; A Conditional Assessment of the Relationship Between the Major World Bond Markets, European Financial Management; Are TIPS the Real Deal? A Conditional Assessment, Journal of Banking and Finance.
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