Leadership

For over 30 years, Corey has served in multiple senior leadership roles in the financial services, investment, and real estate industries. These include: CEO and Chairman of The Boston Company Asset Management, a wholly owned subsidiary of BNY Mellon investing multibillion portfolios globally on behalf of some of the world’s largest institutions, sovereign wealth funds, endowments, foundations and mutual funds; CEO of Boston Private Wealth-a subsidiary of Boston Private Bank providing investment advice to high net worth families; President of The Davis Companies, a national real estate development and investment business investing on behalf of institutions and Family Offices, and President of BC-GUMPs an investment platform specifically designed to provide investors with the tools to invest with conviction during periods of severe market dislocation.  

Corey is Chairman of the Board of the Corey C. Griffin Foundation, a 501(c)(3) public charity created in memory of his nephew Corey C. Griffin. The Foundation provides strategic financial support to Boston’s most innovative non-profits focused on at risk youth as well as those with medical challenges. He is also on the Board of Trustees at The Carroll School in Greater Boston. Carroll is renowned for its innovative and focused approach to helping kids who have been diagnosed with specific learning disabilities in reading and writing such as dyslexia..

Corey has a BA from Harvard University in Economics an MBA from Harvard Business School.

  Rich has worked over 25 years with Artificial Intelligence, Neural Networks, decision modeling, and robotics, implementing transformation programs for Fortune 500 Companies, as well as Venture Capital and Private Equity Firms. He has worked for Cap Gemini, Ernst and Young, Bearing Point and The Highland Group, in over 100 companies in multiple sectors, including Financial Services, Aerospace, Automotive, Discrete Manufacturing, Mining, Oil & Gas, Chemicals, and Insurance. He has lived and worked in Europe, Africa, Asia, and North and South America. 

 Rich has deployed AI projects in Sales and Marketing, Manufacturing and Supply Chain, Customer Support, Operations, Human Resources, and many others. 

Rich lectures and runs AI workshops for colleges and universities and serves on several boards for recent MBA graduates. 

Rich is also an active supporter of Habitat for Humanities, an organization which is renowned for its efforts to provide affordable housing for those in need. 

Rich has a BA from Harvard University in Economics and Masters in Industrial Administration from Carnegie Mellon.

  Evie Barnes has worked in academia and business for over 25 years. As a professor of Mathematics at Butler College, and the Director of STEM (Science Technology Engineering Mathematics), Evie was recognized several times as Teacher of the Year. Later Evie joined Carnegie Mellon University as a Professor of Mathematics. Evie served on The Governor’s Commission in Harrisburg to promote STEM throughout Pennsylvania.   Evie joined corporate America in 2015 as a Financial Advisor for Merrill Lynch where she was awarded a handful of awards for growing business and facilitating the integration of BofA and Merrill. In 2018 Evie was promoted to Vice President of Training and Onboarding for new employees. She has a gift for taking extremely difficult topics and making them understandable and learner friendly. Evie joined AIQ in 2023 and was recently promoted to Director of ASBOT (AI Skill Building and Organization Transformation).
 

Evie teaches music at Urban Impact, an organization dedicated to improving the lives of underprivileged children in the Pittsburgh area. She has also served on the Board of Directors for the Civic Light Opera Guild, and Symphonies in both Florida and Pennsylvania.  Evie was a four-year letter collegiate softball pitcher at Grove City College.  She is a professional singer, and a car and motorcycle enthusiast. When not visiting clients, Ms. Barnes splits her time between Pittsburgh, PA and Melbourne Beach, FL where she lives close to each of her two daughters, their husbands, and extended family. 

Evie has a Bachelor of Science in Mathematics from Grove City College, and a Masters in Mathematics from Slippery Rock University.

    Jeff began his career in the Defense and Aerospace Industry in a series of progressively responsible positions providing engineering and research and development services for such programs as the Patriot Missile, Space Based Radar, and Ballistic Missile Early Warning Systems. Jeff headed the New England Division of Unidyne Corporation focused on providing engineering, research and development and logistics services for the US Navy’s Submarine fleet with specific focus on submarine combat systems.

Jeff transitioned into the financial services industry as the Chief Information Officer of Mellon Institutional Asset Management, a $300 billion asset manager comprising 13 asset management entities. Jeff served as Chief Risk Officer at Old Mutual Asset Management.

Later Jeff served as Chief Operating Officer of Upromise Investments; a very successful startup focused on the management of 529 College Savings Plans. Jeff became CEO of Upromise Investments and later Ascensus College Savings.

Jeff received a BA in History from Harvard University and an MBA from Rensselaer Polytechnic Institute (RPI)