About Carleton-Willard Board of Trustees

John is an Executive-in-Residence at the Harvard Medical School Executive Education. He is a former senior vice president of population health, at Cerner Corporation. Previously he was chief executive officer of Siemens Heath Services. Prior to Siemens, John was chief information officer at Partners HealthCare.

John was the founding chair of the College of Healthcare Information Management Executives (CHIME) and the past-president of the Healthcare Information and Management Systems Society (HIMSS). He is a former Chair of the Board of the American Telemedicine Association and a former Chair of the Global Agenda Council on Digital Health, World Economic Forum. He was a Senior Advisor to the US Office of the National Coordinator for Health Information Technology, federal department of Health and Human Services.

John serves on the boards of Carleton-Willard Village, the Scottsdale Institute, National Committee for Quality Assurance, Lumeon, Wellsheet, and Relatient.

John has received numerous industry awards including the John P. Glaser Innovation Award (established by the School of Biomedical Informatics, University of Texas Health Sciences Center), William B. Stead Thought Leadership Award (American Medical Informatics Association) and the Lifetime Achievement Award (CHIME).

John received his Ph.D. from the University of Minnesota. He has written over 200 articles and three books on the strategic application of IT in health care. He is on the faculty of the UTHealth School of Biomedical Informatics and the Harvard School of Public Health. He was previously on the faculty of the Wharton School at the University of Pennsylvania.

Tom Woodhouse has been Managing Partner at PRIO Wealth since 2001 and has been in the investment business for over 30 years. PRIO manages over $3.5 billion of investments for high net worth individuals and non-profit organizations. He has obtained the Chartered Financial Analyst^® and CERTIFIED FINANCIAL PLANNER^TM professional designations. Tom received undergraduate degrees from St. Lawrence University and Columbia University as part of a combined math and mechanical engineering program. He received his MBA from Carnegie Mellon University. A resident of Boston, Tom is married to Anne-Marie and has two grown children. He is also a board member of Swan Point Cemetery in Providence.

Jeffrey R. Williams is a corporate director and independent consultant with over 40 years experience in the financial services and education industries in Greater China.

In 2004, Jeff became the first foreigner to lead a Chinese bank — Shenzhen Development Bank — since the founding of the PRC. Previously, he had served in various roles for Citibank in Taiwan, Hong Kong and Shenzhen, and as the Taiwan general manager for American Express Company and Standard Chartered Bank. Most recently, Jeff was the inaugural Executive Director and General Manager of Harvard Center (Shanghai) Co., Ltd., Harvard University’s base of operations in China.

In 1979-80 Jeff taught at Peking University, shortly after the establishment of diplomatic relations between the People’s Republic of China and the United States.

Jeff has extensive experience at the board level in private and listed companies as well as non-profit organizations in Greater China and globally. Currently, he is an advisor to UBS Asset Management in Hong Kong and China, and a director of UBS SDIC Fund Management Company, Ltd. and UBS Asset Management (China) Ltd.. He is a trustee of the China Medical Board, a foundation board member of UBS Optimus Foundation, and governing council member of the Asian Corporate Governance Association. Jeff was formerly chairman of the American Chamber of Commerce in Taipei and chairman of Taipei American School. He has been the President of the Harvard alumni clubs of Taiwan and Hong Kong.

Jeff graduated magna cum laude in East Asian Languages and Civilizations from Harvard College in 1978 and received his MBA from Harvard Business School in 1982. He is currently a research fellow at the Ash Center for Democratic Governance and Innovation of Harvard Kennedy School of Government, and an associate at the Harvard Fairbank Center for Chinese Studies. Jeff is fluent in Mandarin Chinese.

Prior to her retirement in 2018, Adrienne Smith was a shareholder and Director of Rice, Heard & Bigelow, Inc., which is a privately owned firm of private trustees. Before joining the firm in 1998, she was a partner in the law firm of Hutchins & Wheeler. Her legal practice was concentrated in the areas of estate planning and trust administration.

Adrienne was a Fellow of the American College of Trust and Estate Counsel and co-authored, with John H. Clymer and Katherine Babson, a two-volume treatise, Massachusetts Estate Planning, Will Drafting, and Probate & Trust Administration.

Adrienne was an American Field Service exchange student to Sweden for a year prior to attending Wellesley College, from which she received a Bachelor of Arts degree in Art History and English. She received her JD cum laude from Boston University School of Law. Adrienne and her husband, Mark Gluesing, live in Needham, Massachusetts.

Christopher R. Anderson has been employed at the Massachusetts High Technology Council, Inc. (MHTC) since 1984, serving as the Council’s President since 2001. Chris is responsible to the Board of Directors for the successful development and implementation of public policy programs and initiatives in Massachusetts and in Washington, D.C. on behalf of technology companies, professional services firms, and academic and research institutions dedicated to creating and sustaining conditions that support investment and job growth in Massachusetts. In December 2003, he became president of the Massachusetts Defense Technology Initiative, a subsidiary of MHTC and a public-private partnership that led the Commonwealth’s successful efforts to preserve Hanscom Air Force Base and Natick Soldier Systems Center. Additional affiliations for Chris include the American Bar Association; Honorary Commander, 653^rd Electronic Systems Wing, Hanscom AFB, MA; appointed member of the state Board of Education in 2005, having served as the Chairman from 2006 – 2008, and the Chairman at Lawrence Catholic Academy. Chris holds a bachelor of arts degree from the University of Notre Dame, and a law degree from Suffolk University School of Law. Chris and his family reside in Westford, MA.  

Mac Creighton is Chair of the Department of Emergency Medicine and Chair of Hospital Based Specialties for Lahey Hospital and Medical Center, a member of Beth Israel Lahey Health. Lahey’s Burlington ER is a Level One Trauma center seeing over 45,000 patients a year. Mac has had the privilege of being an Emergency Physician at Lahey since 1987. He is a graduate of Dartmouth Medical School and the Milton S Hershey Residency in Emergency Medicine. Mac lives in Carlisle with his wife Jeannette and several of his adult children who seem to be returning home at an alarming rate.

John E. Cupples is a retired healthcare executive with forty years of leadership and consulting experience in a broad variety of healthcare settings. John has held senior management positions in community health, academic medical centers, long term care, and rehabilitation hospitals. In addition, John has served in volunteer board capacities in affordable housing, urban development, elderly service organizations, and a variety of community organizations. Most recently he led a consulting enterprise working with community health centers and related organizations in implementing strategic objectives improving the effectiveness of community health.

Bill Gallagher is recently retired from a long career in the insurance industry, which included founding the still-operating Boston-based firm William Gallagher Associates. Earlier in his career he worked at two large global brokers, Marsh & McLennan and Willis (formerly Corroon and Black). Bill grew up in Weston, Massachusetts and graduated from Harvard College with a degree in economics. While at Harvard he entered Naval Officer Candidate School and was subsequently assigned to the destroyer USS John Paul Jones. Bearing the name of the “father of the U S Navy” the ship and its crew were often called upon for ceremonies and dedications at home and abroad. From a bridge dedication in Lubec, Maine to a celebration of the Jamaican Independence; from Tangier to Malta, Crete and many places in between, he traveled the world. More travel, this time inland in the US, led him to his future wife Karen. After marriage they settled in Weston where they have lived ever since. They have two daughters and a son as well as three granddaughters, all living nearby. Bill and Karen spend summers in West Bath, Maine on the New Meadows River, a salt-water estuary that feeds into Casco Bay. Bill plays tennis as well as golf, ski, and he skates a bit, but his real passion is being on any kind of boat on any kind of water. He has been a longtime member of CWV’s Board of Trustees and was Chair from 1999-2002. He is also on the board of a revolutionary-era small house museum in Weston, the Golden Ball Tavern and in the past has served as a trustee of Noble and Greenough School.

Paul lives in West Acton, MA with his wife Jeanne Abboud.  He recently retired from a forty-four year career at Middlesex School in Concord, MA where he taught history and coached soccer for thirty-five years, and served as a  senior advancement officer for the final nine years. He is a graduate of Moorestown Friends School in Moorestown, NJ and earned a B.A. and M.S. degrees at the University of Pennsylvania. Paul and Jeanne have two children, Sam in Durango, CO and Nina in Bozeman, MT.

Margaret A. Hoag has been a partner at Eckel, Hoag & O’Connor in Acton since 2018 but has worked as an attorney with the firm since 2005.  Margaret concentrates her practice in estate planning and elder law.  She was previously associated with Mendel & Associates and The Law Office of William J. Brisk.

Margaret received her A.B. from Bryn Mawr College and her J.D., cum laude, from Suffolk University Law School. At Suffolk University Law School, she was a member of the Transnational Law Review and the winner of several writing awards including the White, Inker, Aronson Award, and the Moot Court “Best Brief” Award.

Margaret is the co-author of Massachusetts Elder Law, published by Lexis Law Publishing in 1998, updated in 1999 and 2001. She has authored and co-authored several articles for American Jurisprudence, a legal encyclopedia published by West Publishing.  She currently enjoys blogging on legal topics in the EHO Blog which can be found at www.eckel-law.com.

A long time resident of Concord, Margaret now lives in Acton.  She served on the board of the Concord Council on Aging and the board of Minuteman Senior Services both for many years.  Currently she serves on the advisory boards for Minuteman Senior Services and Newbury Court, and as Treasurer for the Westford Chorus.   An enthusiastic singer, you can hear Margaret as a cantor at Holy Family Parish in Concord or as an alto in the Westford Chorus.  Margaret has twin boys who are also professional singers.

Mike lives in West Medford with his wife, Annie.  He has four children who all live in the Boston area.  He was born in the UK and became a Chartered Accountant with EY before transferring to their Bermuda Office for two years and 5 years in their Boston Office, where he obtained his CPA.

With more than 45 years of experience spanning public accounting, start-ups, and established corporations, his focus has been insurance, non-profit and healthcare.  He has managed responsibilities spanning financial reporting, operations, system implementation, taxation, payroll, budgeting, capital strategy, financial modeling, audits, internal controls, government and regulatory reporting, and investments strategy and reporting.

Mike was something of an athlete in soccer and track in his earlier days but limits his athletic pursuits to bocce these days.

Having served 40 years as an ordained parish minister, more than half as Senior Minister in the Trinitarian Congregational Church (United Church of Christ), Concord, MA, the Reverend Dr. John Lombard along with his wife, Janet, a world language teacher, retired to Stow, MA in 2017. He graduated with a BA from Colby College, an MA from the University of Wisconsin, and a certificate in Gerontology from the University of New Hampshire. John received his professional training with an MDiv from Yale Divinity School and a DMin from the Boston University School of Theology. Prior to settling in Massachusetts, he pastored UCC churches in Torrington, CT and Portsmouth, NH. In retirement, John serves as the Metropolitan Boston Area Annuitant Visitor for the Pension Boards of the United Church of Christ. He remains active in a number of fraternal, religious, and civic groups, especially notable the Rotary Club of Concord, along with service as a trustee on a couple area boards. He and his wife enjoy international travel, spending family time with two daughters and four grandchildren in the VA/DC/MD area, outdoor recreation, bicycling, reading, and time in Kennebunkport, Maine, home to both of them and their families.

Ruth Piper left Canada to get a graduate science education degree from Harvard and simultaneously acquired a husband from Concord where they have lived ever since. She taught at high schools in Lexington and Concord, acquired an MBA degree, raised two children, and was a supporting traveler during her husband’s long teaching career at Harvard Business School. She has been Moderator of her church, a Sunday school teacher for many years, Chairman of Carleton-Willard Village Board of Trustees, an officer in Concord organizations, and is presently operating a small interior design business while enjoying five grandchildren – all of whom live within a mile of her home.

Nick Schmalz has been a Regional Property Manager with The Dolben Company, Inc. since 2001 and has been in Property Management for 29 years and in Real Estate for 32 years.  Dolben owns and/or manages 80 multi-family properties throughout New England, the Mid-Atlantic and in Florida.  He has his Certified Portfolio Manager designation from the National Apartment Association.  Nick received his Bachelors of Science degree in Finance from Babson College and his Certificate of Real Estate Finance from Boston University.  A resident of Billerica, Nick is married to Stel Schmalz and has three grown children.

Cathleen Summers is a nurse as well as an attorney with over 30 years of legal experience. She founded Generations Law Group in 2003 with her partner and husband, Phil Summers. Cathleen concentrates her legal practice on estate planning and elder law, guiding her clients and their loved ones as they navigate the legal and health care worlds. She received her nursing degree from Lasell College and graduated from Boston College Law School. Cathleen is a member of the New England Chapter of The American Association of Nurse Attorneys and is the Immediate Past President of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Cathleen and Phil enjoy their time at their home in New Hampshire, especially when their three grown children visit.

Ann Marie Teuber is a Licensed Marriage and Family Therapist. She worked for the not-for-profit agency, Parenting Journey, in Somerville, MA for 25 years. She collaborated with colleagues to develop The Parenting Journey program. Currently, she sees clients for individual and couples therapy in her private practice. Ann Marie previously worked as a speech and language pathologist in schools, rehabilitation settings and in a group practice. In addition to Carleton-Willard, Ann Marie has served on the Mount St. Joseph Academy Board of Directors and was a founding member of The Hestia Fund, a philanthropic giving circle. At present she is a founding board of advisors member of the non-profit Resilient Sisterhood Project and former board chair. She is a graduate of Worcester State University, Boston University, and Emmanuel College. Ann Marie lives in Boston with her husband Bill; they have three daughters and seven grandsons.

Brenda Wenning is the Founder of Wenning Investments, a boutique wealth management firm dedicated to helping high-net-worth individuals and families achieve their financial goals. With over 35 years of experience in the industry, Brenda has developed a reputation as a trusted advisor.

Prior to launching Wenning Investments, Brenda co-founded Capital Advisors, a wealth management firm, where she co-managed the firm’s investment strategies. Before that, she served as Vice President and Investment Officer at First Financial Trust N.A. in Newton, where she was responsible for managing multiple investment strategies, including individual stocks and bonds. Earlier in her career, Ms. Wenning also held roles at the respected financial advisory firm GWK, further honing her expertise in portfolio management and client service.

Brenda Wenning holds a Bachelor of Science in Accounting with Honors from Northeastern University. Brenda previously served as the President of NAAIM and was on the organization’s board for many years. She also held the role of Treasurer for the Angier After School Program when her children were younger.

In her spare time, Brenda enjoys traveling and spending time with her family. She is married and has two grown children.