About The Author

Carol McGrath-Pestilli

About Carol McGrath-Pestilli

Carol joined Boston Financial in 1990 in the Mutual Fund business line. As Carol moved forward, she combined her financial industry acumen with her previous experience with engineering and mathematics to participate in numerous improvement studies. Carol joined the Settlement Administration team in 1995 and today acts as the Senior Settlement Consultant. She works closely with all parties involved, spearheading Boston Financial's efforts in the early stages of the settlement development.

Category: Event Center, Innovation, Smart Sourcing

Who Do You Call When You are Faced with Business Unusual?

In 1984, one of our mutual fund clients, who was also in the insurance business, had a dilemma. They were faced with a class action settlement, but didn’t know where…

Keep Reading »

Category: Compliance, Settlement Administration

SEC – Tough on Enforcement

On October 9th, Madeline FitzGerald and I attended the Securities Enforcement Forum 2013 in Washington D.C. Since Boston Financial’s Settlement Administration Solutions group is now part of the SEC’s administrator…

Keep Reading »