Tom is a founding partner of the accounting and finance consulting (AFC) practice for RSM. He leads a team responsible for guiding clients through complex business, accounting and financial reporting challenges and opportunities. Tom and his team rely on their unique blend of technical knowledge with operational and consulting experience to support clients throughout their organization’s life cycle.

As a business strategist, Tom supports global public, private equity and family-owned companies with establishing and driving business outcomes to achieve strategic goals and objectives. Leading RSM’s accounting and financial consulting national practice, his team provides clients with strategic finance and financial reporting consulting services for transformative events such as mergers and acquisitions, divestitures and IPO transactions. The AFC team brings a wealth of deep technical accounting skills to our clients and a full suite of financial accounting outsourced service offerings covering transaction processing, accounting and financial reporting and fractional CAO and CFO services.

Tom is deeply invested in client service and enjoys collaborating with clients. He draws on his extensive experience as a consultant, tax adviser and auditor to understand a client’s needs and implement workable solutions. With his training and experience in enterprise value drivers, Tom has assisted many clients in creating business, succession and exit plans. He has served as an outsourced chief financial officer of privately held companies and as a full-time CFO of companies navigating through their initial public offering, giving him a true sense of what it’s like inside a client’s operations. Tom ensures the AFC team strives to understand each client’s needs and objectives to optimize performance, develop solutions for people, process, and technology challenges and ultimately, drive shareholder value.

Tom’s previous experience working in RSM’s audit practice and as a consultant illuminated the firm’s need for a practice that specialized in technical accounting solutions, operational optimization, and financial consulting services. Leveraging his entrepreneurial mindset, he helped lay the foundation for the AFC practice to operate as a startup within RSM and grow into a mature practice dedicated to client service. His industry focus includes consumer products with a specialty in automobile dealerships, industrials, technology and business and professional services.

José Miguel Bonetti Terán is a renowned businessman with a strong track record in the corporate world. He currently serves as the Director of Operations of Grupo Terán, a leading company in the sale and distribution of medical equipment, as well as in the development of turnkey hospital projects. Under his leadership, the company continues to expand its presence in the healthcare sector, providing high-quality solutions for medical institutions.

He completed his academic studies at Boston College, where he majored in Communications and Economics, gaining a solid foundation in financial analysis and market strategies. He then spent four years in New York, working for Banco Popular de Puerto Rico, where he acquired valuable experience in the financial sector and enhanced his business vision.

Following this period, he returned to the Dominican Republic to join the family business, Grupo Terán, with the mission of contributing his knowledge and leadership to the company’s consolidation and expansion. Since his arrival, he has spearheaded key initiatives focused on innovation, operational efficiency, and business sustainability.

Under his leadership, Grupo Terán has experienced consistent growth, adapting to market challenges while reaffirming its commitment to business excellence. With a strategic vision and a leadership approach centered on responsibility and innovation, José Miguel Bonetti Terán continues to strengthen the group’s presence in the industry and generate a positive impact in the sector.

Since 1999, David Altman has represented seriously injured people and their families throughout the Northeast. A third-generation attorney, David has recovered hundreds of millions of dollars for people injured in cases ranging from simple negligence to the most sophisticated and complex liability cases. As a partner at Altman Nussbaum Shunnarah Trial Attorneys, headquartered in Boston, David oversees the firm’s team of attorneys and case managers to ensure every case gets the attention and care it deserves.

While David has developed a reputation for achieving consistently outstanding results on behalf of injured victims, he is best known for his unmatched service. His dedication to being a trusted adviser is evident in his unique approach to client relations, starting with building a meaningful relationship. Working closely with David, clients realize they are in control of their decisions whether to accept a settlement, file a lawsuit, or go to trial. David is available 24 hours per day and is always willing to go the extra mile to deliver client satisfaction and favorable results. After representation of a particular case has ended, clients often find that they consider David not just an adviser but a true friend.

Recognized as one of Boston magazine’s “150 Most Influential Bostonians” in 2024, David’s dedication to the community extends beyond the courtroom. He also is a devoted father to three adult daughters, his proudest title.

Greetings! I’m Alex Ortiz, and I’m excited to join the David Ortiz Children’s Fund as a proud new member. Raised in the vibrant heart of Boston, my life has been enriched by a deep love for music, family, and community.

Some may recognize my smile as it mirrors that of my father, David Ortiz. Currently pursuing my degree in Music Composition and Production at Berklee College of Music, I’ll proudly graduate in 2024 right here in Boston. At the age of 16, I had the honor of singing the National Anthem at Fenway Park on my Dad’s final Opening Day. In July 2022, I performed at his Hall of Fame induction in Cooperstown, NY.

My time at Berklee has nurtured my creative talents and instilled in me a profound belief in music’s power to heal and unite. With my background in singing and a passion for the arts, I’m excited to join the dedicated team behind the DOCF.

Growing up, I’ve been immersed in the culture and mission of the foundation, championed by my parents, Tiffany and David Ortiz. It’s a privilege I eagerly embrace as I take on more responsibilities within the organization.

My commitment to community service and advocacy for young people has led me to actively volunteer, driven by a desire to make a positive impact wherever I go. As I prepare to graduate from Berklee, I look forward to engaging with communities in Boston and Miami, collaborating with the exceptional team at the DOCF, and celebrating our organization’s life saving work.

Together, with the support of our generous donors, we have so much to accomplish and celebrate in the coming years. I’m honored to be part of this esteemed group of individuals dedicated to the well-being of children and our community.

Join me in this exciting journey as we continue the inspiring work of the David Ortiz Children’s Fund.

Pam Indeck is a seasoned global HR executive, focusing on creating and implementing human capital strategy in the ecosphere of investment management and financial services. In her most recent role as a Managing Director in Human Resources for Wellington Management Company, a 1T+ AUM business where she led and collaborated with senior executives to position the organization for growth.  In prior roles, Pam managed the HR practice for the company’s growing Asia region and ran the firms Talent Acquisition Group.  Pam has worked in start-up organizations, growing organizations, and companies looking to sell.  She has a passion for helping organizations create and sustain dynamic cultures with the fast pace of a changing environment.

Pam is a graduate of Suffolk University.  She resides in Boston, MA where she enjoys spending time with family and friends, traveling extensively, and pursuing a passion for assisting others.

Sydney Engel is the Founder and CEO of Sydney E. Publicity, a boutique firm that builds and amplifies travel, hospitality and luxury lifestyle brands through the power of relationships, one-of-a-kind storytelling and creative partnerships. Sydney’s A-list client roster includes brands like Mandarin Oriental, Canouan (St. Vincent and The Grenadines), Mandarin Oriental, Kuala Lumpur (Malaysia), Wymara Resort & Villas (Turks & Caicos), Atlantis Paradise Island (The Bahamas), FLYJETS (Private Jet Marketplace), Flagship Restaurant Group (National Brand Behind Blue Sushi Sake Grill, Plank, Ghost Donkey, Anthem, Revival House Palma, and Cham Pang Lanes) among others. She also supports some of the leading public relations and experiential agencies, globally, with earned media campaigns for clients in the travel and food and beverage sectors.

Prior to founding her PR firm in 2020, Sydney served as Global Director of Public Relations and Reputation Management for Atlantis Paradise Island, where she spearheaded publicity efforts for the five hotel towers, celebrity chef restaurants, marine habitats, guest activities and special events. She also has held esteemed PR and Marketing positions with Four Seasons (New York and Caribbean Markets) and Ferrari North America.

Sydney Engel holds a Bachelor of Science from New York University’s Steinhardt School of Culture, Education and Human Development, where she also guest lectures, quarterly.  Most recently, she received her Masters Certificate in Sports and Entertainment Marketing from Northwestern University’s Medill School of Journalism.

Brad Ballard has had over 10 years of Business Partnership selling in the professional sports world and radio. In a crowed landscape of pro sports, Brad found success early on in his career by creating unique ideas for corporations that go well beyond the average “outfield wall sign” at an MLB ballpark. From engaging promotions with fans, to creating a continuing education degree program with a local university to provide minor league baseball players a chance at a better life beyond baseball. Brad has a desire to use his role as a way to give back to whomever he encounters. Brad has spent many seasons selling business partnerships in both the NBA with the Phoenix Suns, to now with his hometown team the Texas Rangers. Ballard even spent time on the grounds crew of the Texas Rangers in High School and College before making the full circle into the Front Office.

Personally, Brad has a passion to help people who have life threatening heart conditions as he was recently affected in a similar manner. Ultimately, Brad feels that whatever difficult circumstances he has faced in life, in the end he wants to use those moments for good to give others the chance to live life to the fullest. Brad is an avid runner and completed one Full Marathon back in early 2020, which is more than enough for now. He’s happy to cheer others from the sideline going forward.

Brad lives in Fort Worth, TX with his wife Lauren and son JT.

Mary Boyd brings more than 30 years of insurance industry experience to her role as President and Chief Executive Officer of Plymouth Rock Assurance Corporation. Plymouth Rock is a super-regional, omni-channel insurance carrier serving its partners and customers across the Northeast in each of the personal lines insurance products. Mary has financial responsibility for the $950M Independent Agency Auto and Umbrella businesses, where she is currently guiding the organization through a multi-discipline digital evolution to connect product, customer and agency partner experiences across the customer lifecycle.

Mary’s diverse skillset has helped her lead businesses through transformative phases in their histories, helping them tackle operations, technology and team transformation. She brings an agile and innovative approach that have helped her find success in both seeing the forest and navigating the trees, while identifying strategic opportunities in the space between them. In 2022, Mary was chosen by the Insurance Library Association of Boston as its Insurance Professional of the Year – the youngest ever to receive the award, which was bestowed on Mary for her dedication to the insurance industry and the community at large.

Mary’s passion to compete – and win – has fueled her as an executive, an athlete, and a coach. Mary loves developing talent, improving technique, and unleashing the power of strong teams – both on the playing field and in the board room. Plymouth Rock has long supported New England sports teams both with innovative customer products and official partnerships, the latest of which was formed with the Boston Red Sox in 2020 under Mary’s guidance.

A New Jersey native, Mary received her bachelor’s degrees in Applied Mathematics and Economics from Rutgers University. She lives in Hingham, MA with her husband Matt and dog Oscar.