BMT - A division of Christian Brothers Services
Welcome to BMT
First row: (left to right) Connie Neeson, Christine Ackert, Mark Fontana, Kelly Murphy, John Tortolani, Dana Manganelli, Holly Borzacchiello and Eileen Alexanderson. Second row: (left to right) Amy Meister, Randy Kail, Nick Rush, Rich Ficarrotta, Lorraine Golio, Ginny Gladu, Cindy McKay and Clare Lorenzatti.

About BMT

Founded in 1972, Headquartered in Tarrytown, New York, Brenner, McDonagh & Tortolani, Inc. serves 280 religious institutes and many sponsored ministries in need of assistance with the management of daily operations including accounting and financial management, benefits eligibility management, human resources, investment consulting and real estate planning and sustainability studies.

About Christian Brothers Services

Founded in 1960 and headquartered in Romeoville, Illinois, Christian Brothers Services is a nonprofit, Catholic organization that administers cooperative programs in the areas of health, retirement, property/casualty, technology and Catholic school consulting to church organizations. (cbservices.org)

Our Services

Our Directors

 
John Tortolani, MBA
John Tortolani, MBA

Managing Director

As one of the founding partners of BMT, John has been providing financial consultation, both domestically and internationally, for religious and not-for-profit organizations for 40+ years.

Kelly Murphy
Kelly Murphy

Director of Financial Services

Having joined BMT in 1991, Kelly currently serves a number of clients as their Director of Finance and is also the firm's representative for several European clients.

Constance Neeson, LSW
Constance Neeson, LSW

Director of Benefit Eligibility Management

Since joining BMT in 2005, Connie has supervised BMT's Benefit Eligibility Management team in administering government program eligibility for 70+ religious institutes.

 
Karen Francisco
Karen Francisco

Director - Financial Services

Karen serves as Controller and Director of Finance for several religious institutes and their sponsored ministries...

Clare Lorenzatti, DBA
Clare Lorenzatti, DBA

Senior Director - Financial Services

Clare has considerable experience in long-range planning, financial forecasting and reconfiguration. A partner since 1996, she joined BMT in 1992 after serving as Treasurer...

Randy Kail
Randy Kail

Director - Financial Services

While Randy's key role in BMT is providing financial management services to clients in the Mid-Atlantic region, he also assists with investment return analysis and the preparation of income taxes.

 
Christine Ackert
Christine Ackert

Co-Director of Investment Services

Chris joined BMT in May of 2016 after 29 years in the financial services industry...

Eileen Alexanderson
Eileen Alexanderson

Co-Director of Investment Services

With over 35 years of investment management experience, Eileen joined BMT in 2017 to support the manager research process and the needs of BMT’s investment consulting services client base...

Dana Manganelli
Dana Manganelli

Director of Fixed Income Services

With over 20 years of investment management experience, Dana joined BMT in October, 2018 and is responsible for implementing and maintaining fixed income strategy in the oversight of BMT’s client base with management of their liquidity needs...

Testimonials