2024 ACG Boston: Women of Leadership Annual Luncheon

Terry Sylvester Charron is Team Lead and Senior Investment Strategist for BNY Mellon Wealth Management’s Family Wealth Investment Advisor group. In this role, she provides investment advice to individuals, families and family offices by creating tailored wealth management solutions to meet their investment needs. Terry has more than 25 years of experience in the wealth management business. Prior to her current role, she was responsible for managing ultra high net worth client portfolios. Terry spent five years as Director of Alternative Investment Strategies at the firm. In this role, she worked on both strategic asset allocation and the creation of alternative investment solutions, including forming the Mellon Hedge Fund Group, to meet the unique investment needs of ultra high net worth clients. She is a member of the firm’s Investment Strategy and Alternative Strategy committees. She has previously chaired Boston Investment and Implementation Committee and Mellon Hedge Advisors.

Caroline Kung is the Managing Partner of SagePath Capital. With over 20 years of industry experience, she is an experienced investor with an extensive track record of executing private equity transactions and value creation at portfolio companies in business services, software, chemicals, healthcare, and retail. Previously, Caroline was a Managing Director at H.I.G. Capital. She has served on the boards of eight companies. Earlier in her career, Caroline worked at GB Merchant Partners, a consumer/retail private equity firm, and Merrill Lynch in mergers & acquisitions. Caroline also has operating experience in planning and strategy for the luxury brand, Armani. Caroline has an A.B. in Psychology and East Asian Studies from Harvard College, magna cum laude with highest honors, and an MBA from Harvard Business School. She also has an MBA in International Luxury Brand Management from ESSEC Business School in France.

MARIA G. MELONE is a leading M&A advisor in healthcare, with deep knowledge of the dental industry. Her mission is to help both individual businesses and multi-site groups navigate the complex landscape of capital or strategic transactions. Maria has extensive transactional knowledge and brings a wide breadth of skills to the table – particularly in valuation. As a Certified Valuation Analyst, she is an expert in helping clients understand what their business is worth. She determines value based on tangibles like equipment, actual cash flow, and profitability. But she also understands that a more complete picture of a businesses’ value includes much more, including variables like business climate, market demand, staff retention, customer base, payor base and competition.

Detail-oriented and team-focused, Maria is a confident, effective negotiator with a strong track record of helping clients close transactions and achieve the best possible outcomes. Prior to joining Caber Hill Advisors, Maria worked in corporate development for American Dental Partners, Inc. During her 10 years with the company, she managed lead generation, valuation, legal-document negotiation and integration. She also developed a deep understanding of multi-site healthcare businesses which informs her insight in the intangible aspects of valuations. More recently, Maria founded MORR Dental Solutions in 2012 to provide an investment banking perspective to solo practitioner dentists looking to transition their practices, as well as fill a gap in service for emerging dental group practices. Maria has touched well over 500 dental transactions in her career.

Maria holds a B.A. in Economics from Gettysburg College and a Master of Science in Accountancy from Bentley College. She received her CPA license in 1998 and became a Certified Valuation Analyst in 2014. Maria is currently on the Board of Directors of Splice Histology, Inc. and serves as the Board Audit Chair for the non-profit Boston Center for the Arts. Outside of work, Maria enjoys giving of her time and talent to a variety of non-profits, playing soccer & pickleball, and creating feasts for friends and family.

Brigid Morrissey, CPA, MBA, MST, is a tax partner in CohnReznick’s Financial Sponsors and Financial Services Industry Practice. Based in the Boston office, Brigid works with investment management firms throughout all stages of their lifecycle from formation to wind-down, providing strategic tax planning, compliance, and structuring for both debt and equity strategies. Brigid assists investment firms and their principals in navigating the complexities of carried interest and tax allocations with an understanding of their unique investor needs, as well as addressing multi-state and international tax issues. She is active in CohnReznick’s Small Business Investment Company (SBIC) niche practice. Brigid’s responsibilities include client and engagement management, along with business development throughout the New England market. Throughout her career, Brigid has worked with companies across multiple industry segments, including manufacturing and distribution, real estate, retail, international shipping, and technology, many of which are held by private equity and venture capital sponsors. She has provided closely-held corporations, partnerships, and high-net-worth individuals with a wide range of tax-related services, including selection of and changes in accounting methods, tax credit advisory services, cost segregation studies, representation before the IRS and other taxing authorities, and tax advisory services to businesses and their owners for various M&A transactions. Early in her career, Brigid gained extensive experience within the construction industry at a regional accounting firm, providing services to nationally and regionally recognized general contractors, specialty trade subcontractors, material suppliers, and architect and engineering firms.