The Boston Foundation names Raj Sharma and Jane Steinmetz to its board of trustees

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BOSTON– The Boston Foundation announced the appointment of Jane Steinmetzgeneral manager of the office of Ernest and Young Boston office of LLP, and Raj SharmaManaging Director/Private Wealth Advisor and Founder of The Sharma Group at Merrill Private Wealth Managementto the Board of Directors of the Foundation for terms beginning July 1, 2022.

Steinmetz and Sharma will replace Paul Gannon and Peter Nessen, who will leave the board after ten years due to term limits. In addition to being recognized as Trustees Emeritus, Gannon and Nessen will remain involved with the Foundation in ex-officio committee roles.

Linda Mason

“Both Paul Gannon and Peter Nessen have my undying gratitude for their decade of service to The Boston Foundation. Both Peter and Paul have been active and supportive members who have used their decades of experience in finance, government and philanthropy to help the Foundation remain effective during one of the most difficult times. tough times in Greater Boston’s history, and I’m glad they’re both doing it. remain actively connected to TBF,” said Linda Mason, Chairman of the Board.

“It is also with great enthusiasm that we welcome Jane Steinmetz and Raj Sharma to the Board of Directors,” continued Mason. “Jane is both a renowned business executive in the city and an active, thoughtful leader in the nonprofit sector, and Raj brings both tremendous insight and ideas as a financial advisor and his own story. as a leader and advisor to a number of organizations.”

The board also announces that Vice Chairman TJ Rose is also leaving the board because he is leaving the Boston area. A replacement as vice-president and a replacement director for the remainder of his term will be determined at a later date.

“TJ Rose has been a great friend and colleague on the Board for the past three years,” Mason said, “and I have especially appreciated his support, guidance and counsel as Vice Chairman. of the Board of Directors since 2020. On behalf of the Board of Directors, I thank him and wish him the best as he embarks on new adventures.

Full biographies of Jane Steinmetz and Raj Sharma are below.

With the appointments of Steinmetz and Sharma, the Boston Foundation’s board of trustees is majority female—with 11 of 19 seats held by women—and the most ethnically diverse in the Foundation’s history. Nine of the 19 current directors, as well as the chairman and chief executive, Mr. Lee Pelton, are of black, Latino or Asian origin.

Jane Steinmetz (Photo: LinkedIn)

About Jane Steinmetz

Jane Steinmetz is a business leader at EY who brings more than 25 years of experience serving Fortune 100 clients, leading high-performing teams and driving change.

In her role as Managing Director of EY’s Boston office, Jane is responsible for overall client service, market growth and internal management of the Boston office, which has more than 2,300 insurance, taxation, transactions and advice.

As a CEO and business leader, she is connected to senior management and uses her experience to guide strategic, customer service and operational recommendations.

Prior to her current role, Jane served as a Financial Services Market Leader in New England and led the national and local financial services tax practice for EY, managing a team in the US and India.

Jane is also active in giving back to the community, pursuing her passion to personally make a difference in youth mentorship, women’s advancement, and equality for all. She chairs the Massachusetts Business Roundtable and sits on the executive committee of the Massachusetts High Tech Council and the Massachusetts Taxpayers Foundation. She is a board member of the Boys and Girls Club of Boston, the United Way of Massachusetts Bay and Merrimack Valley, and the National Association of Corporate Directors – New England Chapter. She is a corporate member of the Woods Hole Oceanographic Institute and a member of the Boston Club’s Corporate Advisory Board. She also works with many charities including Earthwatch, NVNA Hospital and the New England International Institute.

For her professional and personal achievements, Jane has been named to the Boston Business Journal Power 50 and Women Who Mean Business. She was also the recipient of the 2020 Boston Chamber Pinnacle Award, winner of the 2018 Women to Watch Award from the Massachusetts Society of CPAs, and winner of the year for LEAP Girls.

Jane began her career at PwC and joined EY in 2011. She received her Bachelor of Science in Accounting from Rhode Island College and her JD and LL.M. in Taxation from Boston University School of Law. She is a member of the bars of Massachusetts and Connecticut.

Jane resides in Cohasset with her husband of 25 years, four children and 2 Newfoundlands.

About Raj Sharma

The founder of The Sharma Group, Raj has over 30 years of experience in financial services. Prior to joining Merrill in 1987, he worked for 12 years as a financial analyst, executive and media specialist. Thoughtful and analytical, with an excellent understanding of global markets, Raj has received numerous industry accolades. Barron’s named him one of America’s Top 100 Financial Advisors for 18 consecutive years through 2022, placing him in the “Barron’s Hall of Fame”, an honor given to advisors who have been on the Top Advisors list for ten years.

In 2021 and 2022, Raj was named Massachusetts’ #1 Financial Advisor on Barron’s America’s Top 1,200 Financial Advisors list for the thirteenth consecutive year. Forbes named Raj the #1 financial adviser in Massachusetts on the Forbes list of the state’s top wealth advisers in 2019-2022. He was also named to Forbes’ “America’s Top Wealth Advisors” list from 2016-2022. Best Private Wealth Management Teams for 2021. Additionally, he was named one of the Financial Times Top 400 Financial Advisors from 2013-2021. Raj earned a Masters in Business Administration, with a concentration in Finance, from the University Osmania in Hyderabad, India, and a Masters in Mass Communication from Emerson College in Boston. Raj holds the Certified Investment Management Analyst® (CIMA®) designation and is a Fellow of the Investments & Wealth Institute™ (The Institute). Passionate about giving back to his community and the world, Raj is active in many local and global organizations. He is a past president and board member of Boston Harbor Island Now, sits on the board of trustees of Emerson College as well as Youth LEAD, an organization dedicated to promoting dialogue and tolerance among young people. Raj is also a founding member of TIE, a global organization supporting entrepreneurship and business creation, and Emeritus Director and Trustee of the American India Foundation, which is dedicated to accelerating social and economic change in India. Raj also sits on the advisory board of the RIAN Immigrant Center. RIAN empowers immigrants, refugees and international exchange visitors on the path to opportunity, safety and a brighter future.

Raj lives in Massachusetts with his wife and four children. He enjoys travelling, hiking, making art, and playing golf and tennis.

The Boston Foundation Board of Trustees, as of July 1, 2022, includes:

Linda MasonChair

Zamawa Arena

Andrew Arnot

Vanessa Calderon-Rosadodoctorate

Cherry Elysee

Brian Conway

Pam Y. Eddingerdoctorate

Betty Francois

Paul W. Lee

dr. Myechia Minter-Jordan

J. Keith Motleydoctorate

Ron O’Hanley

Tracy Palandjian

Dwight Polier

Raj Sharma

Scott E. SquillaceEsq.

Jane Steinmetz

Kate Walsh

CA Webb

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The Boston Foundation, Greater Boston’s community foundation, seeks to harness the collective power of the people and resources of our region to create real change. Established in 1915, it is one of the nation’s largest community foundations, with net assets of $1.7 billion. In fiscal year 2021, the Foundation and its donors disbursed $174 million in grants to nonprofit organizations. The Foundation has many partners, including its donors, who have created more than 1,000 separate charitable funds for the general benefit of the community or for specific purposes. With support from the annual Campaign for Civic Leadership, the Foundation also facilitates public discourse and action, commissions research on the most critical issues of our time, and advocates for public policy that provides opportunity for all. The Philanthropic Initiative (TPI), an advisory unit of the Foundation, designs and implements personalized philanthropic strategies for families, foundations and businesses around the world. To learn more about the Foundation and its work, visit TBF.org.

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