our crew

For more than a decade, the ICEX, team has been putting technology and business professionals in touch with the invaluable first-person ideas, advice and experience of other practitioners. Leaders of large, global companies use ICEX Accelerators as a vehicle to determine approaches and practices that really work in complex environments and get honest feedback on ideas in a confidential and trusting community.

  richard w. swanborg, jr.

Richard W. Swanborg, Jr. Richard W. Swanborg, Jr., President and Founder of ICEX, has more than 40 years of experience as a business executive, consultant, professor, and entrepreneur. He founded ICEX, Intellectual Capital Exchange, in 1996 which provides private and confidential knowledge exchanges for business executives. In addition, Rick is a professor at Boston University School of Management where he has taught Business and IT Strategy/Management courses for over 16 years.

Prior to ICEX, he was a Principal with Ernst & Young’s Center for Information Technology & Strategy, the Director of Planning and Operations at Index Technology, a management consultant at Index Group, and Director of MIS at Helix Technology. Rick has held many functional and leadership positions in IT, business, and academic institutions. These positions include CIO, Operations Executive, Business Strategy Leader, Product Manager, Knowledge Director, Researcher and Professor. These executive roles, research and academic positions have provided a mixture of direct experience and innovative research.

In addition to Boston University and ICEX, Rick currently serves as Co-Chairman of the Globespan Capital IT Leadership Council, Judge for the CIO 100 Awards, and Chairman of the Cohasset Land Foundation.

Rick has published articles on Business and IT for a variety of publications including American Programmer, and CIO Magazine.

Rick is a graduate of Knox College with majors in Mathematics and Computer Science. His hobbies include sailboat racing, fishing, and anything else that requires being on a boat.

  bruce j. rogow

Bruce J. Rogow Since 1992, Bruce has been a private counselor for CIOs, CEOs and Boards of Directors on issues related to the management of information technology. His practice, which is totally independent of ICEX, is based on over 120 annual IT Odyssey visits he makes with senior executives involved with the management of IT. The visits are designed to determine what is happening in the industry, what is working and what isn’t. His observations can be found in his Gartner Executive Program Road Notes and Podcasts as well as the Cognizant thought leadership pieces and blogs. In addition to providing private counsel to CIOs and CEOs, he has been a Research Affiliate of Don Tapscott’s Research Programs. He also serves as an Executive Fellow of Differentis, a UK based advisory boutique.

Prior to being an independent counselor, he was Executive Vice President and Head of Research for Gartner for five years. From 1977 through 1987, he was Senior Managing Principal of Nolan, Norton & Co. He was a major contributor to much of the NNC methodology, and also led major management assessments in over twenty Fortune 200 firms. He started his career at IBM in sales and spent five years in Advanced Technical Training pioneering what became known as systems management.

He holds a Bachelor of Civil Engineering from the University of Florida and serves on the UF College of Engineering Dean’s Advisory Board.

  jill roosevelt

Jill Roosevelt Jill joined ICEX in January 2012 as a member of the Corporate Venturing team. Prior to joining ICEX she spent 2 years as Senior Vice President of Business Development at Volition Capital, a growth equity firm in Boston and 6 years as Senior Vice President of Business Development at Fidelity Ventures, a global subsidiary of Fidelity Investments.

Prior to Fidelity Ventures, Jill held several executive positions at Fidelity, including her role as Chief Information Officer for the Fidelity Management Trust Company and Chief Information Officer for Fidelity Pricing and Cash Management Services. She also served as Senior Vice President for Fidelity Investments Systems Company, where she was responsible for the company’s Customer Relationship Management organization. Prior to joining Fidelity, she worked at State Street Corporation for 16 years, where she was Senior Vice President & Division Head for State Street’s Mutual Fund Information Services Division.

Jill studied English Literature at the University of Hartford and received an M.B.A. from the Simmons Graduate School of Management in 1999. She enjoys teaching and was an adjunct professor at Boston University’s Graduate School of Management from 2003 to 2006. She’s also a current Governance Board Committee member for The Boston Women’s Club and board member for Campus of Caring, an organization dedicated to building a much-needed hospice home on the South Shore of Massachusetts.

Jill enjoys biking, traveling cross-country in her husband’s motor home (sometimes) and spending time with her family at their ski house in New Hampshire.

  william traster

William Traster William Traster, Principal at ICEX, is responsible for providing insights regarding the establishment of effective risk based IT security services and solutions to ensure the confidentiality, integrity, and availability of information while enabling business processes to continue in a cost effective manner.

Prior to joining ICEX, Bill spent 34 years in IT at Ford Motor Company with over 20 years of experience in the IT Audit and Security areas. Over that period he was globally responsible for the development of the overall IT security strategy, IT policy, risk management, regulatory compliance, incident response, digital forensics, host based security, vulnerability management, security awareness, and in-vehicle security. He is a member of the College of Business & Innovation Information Systems Advisory Council at the University of Toledo assisting with the alignment of their college curriculum with current business needs.

Bill has a BS from Wayne State University and holds CISM and CISA professional certifications. He enjoys hunting, fishing, gardening and collecting pinball machines.

  mary pat hinckley

Mary Pat Hinckley Mary Pat has been in technology since 1993, first as a consultant with Open Systems Advisors, a boutique analyst and consulting firm serving CIO’s of rapidly growing companies and later as a founder of a software and services company in the mobile device space. Mary Pat subsequently became a Director at the Center for Women and Enterprise, the largest entrepreneurial training center in New England. In this role, she directed Springboard, a program that educates, sources, coaches, and showcases women-led high-growth companies seeking equity capital. She also taught entrepreneurship in the undergraduate school at Babson College. Areas of expertise include information technology practices, starting new ventures and financing high-growth businesses. Mary Pat holds a bachelor degree in Anthropology from the University of Vermont and an MBA from Boston University.

  yeji hong

Yeji Hong Yeji Hong, Principal at ICEX, is the latest member of the Digital Innovation and Corporate Venturing teams.

Prior to joining ICEX, Yeji managed a customized tour program at Fidelity Center for Applied Technology, where she presented Fidelity’s technology and innovation story to potential and existing clients in support of a wide range of sales and relationship management endeavors. Before Fidelity, she conducted software demonstrations, implementations and training at Cognition Corporation to help medical device manufacturers and pharmaceutical companies manage lean product development processes. Yeji previously worked at John Hancock for 10 years, where she interfaced with clients, internal business partners, and IT infrastructure and security vendors to oversee all aspects of enrollment websites for the group long-term care insurance business.

Yeji received her BA in New Media from Emerson College and holds an MBA from Boston University. She is passionate about food and travel.

  shaw lively

Shaw LivelyShaw Lively, Vice President of Community Development with ICEX, is responsible for maximizing participation in existing ICEX communities with active, contributing member companies, driving the creation of new communities, and working with partners to effectively leverage ICEX peer knowledge exchange expertise.

Prior to joining ICEX, Shaw spent 5 years managing service delivery and client satisfaction for CIO Magazine’s CIO Executive Council. The Council is a private, global community for CIOs and top IT leaders, and provides peer interactions, thought leadership, and leadership development services. Shaw led initiatives to influence the development of emerging technology, improve vendor relations, and develop IT leaders for the new business demands. Earlier Shaw was Research Manager for IDC’s business technology advisory practice. Shaw developed market intelligence and provided business strategy advice on technology adoption for leading US brokerage and financial services companies and technology suppliers to the industry. Earlier in Shaw’s career he spent 10 years on the front line of change in the retail financial services industry.

Shaw has a BS from Dickinson College and an MBA from the State University of New York’s Binghamton University.

  christian montminy

Christian Montminy As the Director of Community Development, Christian Montminy is responsible for increasing member enrollment and participation in ICEX Communities, enhancing service offerings, influencing the creation of new communities, and advising members on how to maximize their membership benefits. He brings over 15 years of sales, account management, and IT experience to ICEX. Prior to joining ICEX in May of 2016, Christian spent 7 years managing a community of mid-market and enterprise CIOs for CIO Magazine’s Executive Council delivering peer to peer advisory services, virtual and onsite peer networking events, and customizing leadership development competency programs focused on developing the next generation of IT leaders. He has held multiple roles for many recognized technology media organizations such as United Business Media, World Congress, DCI/Shared Insights, International Data Group (IDG), and TechTarget. Christian received his Bachelors of Science degree from Providence College in Providence, Rhode Island and completed a variety of continuing education classes surrounding sales strategies, building your brand, customer service excellence, etc. He resides in Litchfield, NH accompanied by his wife, Nicole, and their sons, Owen and Charlie. He enjoys spending time with his family, playing ping pong, billiards, basketball, camping, target shooting, boating, motorcycling, and anything that has to do with classic and exotic cars.

  laurie fitzgerald graham

Laurie Fitzgerald Graham Laurie Fitzgerald Graham, Director of Operations at ICEX, manages all aspects of meeting operations & planning as well as company-wide operations. Laurie joined the ICEX team in March of 2000, bringing more than 10 years of meeting planning experience with her. Prior to joining ICEX, Laurie managed Executive Education programs at Harvard Business School (HBS). While working for Executive Education, she was selected to manage HBS’ first ever Program for Global Leadership in Singapore. She was also appointed IT Liaison for all programs which involved responsibility for training & assisting program staff in IT-related issues and ensuring that the IT needs for each program were met. Laurie holds a bachelor degree in Sociology from Tulane University and is an avid golfer and loves to cook.

  patrice hanlon

Patrice HanlonPatrice C. Hanlon, Meeting Manager, has been with ICEX part-time since 2012. In addition to planning and executing ICEX Accelerators, she supports ICEX’s president. She worked full-time for ICEX from 1999 to 2002, in a similar role. Prior to that, she worked for CSC Index for over 8 years. She specializes in meeting planning and executive level support to senior management. Patrice holds a bachelor degree in Sociology from The University of Massachusetts. She enjoys being able to balance her professional career with her family life. Patrice enjoys spending time each day with her husband, 13-year-old daughter and 7-year-old son.