September 23, 2026
4:30 to 6:30 pm
(Brief Program at 5:30pm)
Residence Inn, Natick
Avidia Bancorp, Inc. is the bank holding company of Avidia Bank. Avidia Bank is a Massachusetts-chartered stock savings bank. With headquarters in Hudson, Massachusetts, it also operates nine full-service banking offices in western Middlesex County and eastern Worcester County, in Massachusetts. For more information, please visit https://www.AvidiaBank.com.
National Development is a vertically integrated real estate investment, developmentand management company. One of Boston’s leading firms for over 40 years, it invests throughout the Northeast, helping to shape communities across the region through a legacy of transformative properties. The firm has earned a reputation for delivering long-term value by thoughtfully navigating complexity through the creativity and deep experience of its team. National Development has developed and/or acquired more than 40 million square feet across a diverse range of property types and manages over $6 billion of assets through a series of fully discretionary real estate investment funds. For more information visit natdev.com.
David Swartz
Chair
David Swartz is the Southern New England Market Executive at Morgan Stanley. In this position, he manages nine offices representing over 231 Financial Advisors with $70+ Billion in client assets (as of month end June 2026). David graduated from Syracuse University with a BS in Political Science and Suffolk University Law School cum laude with a JD in Law.
After practicing law, David chose to follow his passion for financial services by joining Morgan Stanley as a Financial Advisor in Boston. After building a successful practice, he subsequently assumed a leadership role for Morgan Stanley in Boston from 2002-2006 before his promotion to manage the Wellesley Complex in 2006. Since 2006, David’s leadership territory has grown considerably to include Morgan Stanley offices in Massachusetts and Connecticut.
David currently resides in Westwood, MA with his wife, Jennifer, and their two sons, Gavin, and Jared. He is also a Board of Trustees member for the Community Foundation for MetroWest. In his free time, David enjoys spending time with his family, coaching youth sports, as well as playing basketball and golf.
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Dean Blackey – R.W. Holmes Commercial Real Estate Katie Collins – Pathway Philanthropic Solutions Louis Crosier – CAPTRUST Jason Grant – ARCO National Construction, New England Jenni Leisman Dessert – Leisman Insurance Agency Craig Mancusi – Marsh |
Shannon McAllister – UBS Brian Sergenian – MLG Capital Mike Stephens – Fiduciary Trust Bryant Sullivan – Janitronics Building Services Mike Vogel – Conning Li Mei Yang – South Shore Bank |
