<p>John is deeply committed to increasing the financial literacy of all of our citizens. He has been a valued and credible, go-to source for the national conversation around financial education. John and the Center have been nationally recognized by the White House, Consumer Financial Protection Bureau, the Financial Literacy Education Commission, the FDIC and the media for the Center’s unique teacher training programs, research, and advocacy.<br>John is an entrepreneurial-minded business executive. Prior to working at the Center, John was chief operating officer and/or chief legal officer at some of the largest asset management firms in the United States, including Natixis Global Asset Management, Eaton Vance, and Funds Distributor, Inc. John has also worked at The Boston Company, Sidley Austin and Ropes &amp; Gray as an attorney. John was the co-chair along with the Vermont State Treasurer of the Vermont Financial Literacy Commission and is currently an independent trustee of the Transamerica Mutual Fund Family and formerly an independent trustee of the Sentinel Funds. John has a law degree and an MA in public policy from Duke University.<br>&nbsp;</p>

<p>Julie is creator of Ms. Money &amp; the Coins® and Ms. Money’s Classroom and host of the Behind the Curtain: Money Made Simple podcast. A Certified Financial Educator (AAFCS), an Accredited Financial Counselor (AFC) and a graduate of New York University's Tisch School of the Arts, Julie creates and implements such engaging and entertaining financial education programming for colleagues, customers and the community. Before joining Rockland Trust, Julie was the Community Relations Manager at Blue Hills Bank where she managed the bank’s charitable foundations, sponsorships, matching gifts and volunteer programming. Julie is a graduate of YW’s LeadBoston, serves on the Advisory Council of ETHOS Money Management and most recently was on the Selection Committee of Citizens’ Housing and Planning Association (CHAPA) and the Vice Chair of Canton’s Diversity, Equity and Inclusion Committee. Julie is a founding member of the Student Financial Education Initiative, a member of the Financial Empowerment Network and is a fierce advocate for equitable access to unbiased financial education. &nbsp;</p><p>Mary Anne Clancy, longtime Senior Vice President of Marketing &amp; Communications for the Institution for Savings, oversaw the day-to-day planning and implementation of the Bank's advertising, public relations and community outreach efforts. She also managed the Bank’s extensive financial education programs and coordinated with seven Massachusetts powerhouse banks in 2021 to develop and offer an online financial education tool that is used by thousands of students. Mary Anne served a term as Mayor of the City of Newburyport and 10 years on the Newburyport School Committee. She retired at the end of March 2026 after 20 years at the Bank. Mary Anne is active in the community, including serving on the boards of Anna Jaques Hospital, North Shore Chamber of Commerce, Putnam Free School and Student Financial Education Initiative (SFEI). Mary Anne also served on the Newburyport School Committee for 10 years. A recipient of numerous awards, &nbsp;Mary Anne is a graduate of the University of New Hampshire with a dual degree in communications and political science, as well as the American Banking Association's School of Bank Marketing &amp; Management.&nbsp;</p>