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Directors

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. With his extensive experience in Public Accounting, his areas of specialization include financial management, planning, real estate and reconfiguration. John earned his Masters in Organizational Behavior from Iona College in New Rochelle, New York.


With years of investment management experience, Bob is responsible for BMT's domestic and international investment consulting services. A partner since 1991, he also serves as Director of Finance for a number of the firm's key clients. Bob earned his Masters in Business Administration from Long Island University, New York.


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 for the Sisters of Saint Joseph of Springfield, MA for nine years. As a former President of the National Association of Treasurers of Religious Institutes (NATRI), Clare also served as Acting Executive Director of NATRI from 1992 to 1994 and was a NATRI/NRRO consultant. She authored the section titled, "The Role of the Treasurer" for the NATRI financial management and accounting manual. Clare holds a Doctorate in Business Administration from Boston University.


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. Kelly is actively involved in a variety of long-term planning and reconfiguration projects for clients across the country and internationally. She is a graduate of Bryant University in Smithfield, Rhode Island.


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. Before joining BMT in 1993, he gained valuable experience in the banking industry. Randy earned his BBA from Loyola University, Baltimore, MD.


With BMT since 2003, Peter serves as Director of Finance for communities located throughout the United States. Prior to joining BMT, Peter had extensive audit experience with a Certified Public Accounting firm in New York specializing in the not-for-profit, hospitality and real estate industries. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Peter holds a Bachelor of Science in Accounting from Franklin and Marshall College, Lancaster, Pennsylvania.


Karen serves as Controller and Director of Finance for several religious institutes and their sponsored ministries, including a Catholic High School. In addition, she is the Coordinator of RESAMP, a self-funded medical program for eight religious institutes. Karen worked in several finance-oriented positions before joining BMT in 1994. She received her BSA from Newbury College in Taunton, MA.


 

Since joining BMT in 2005, Connie has supervised BMT's Benefit Eligibility Management team in administering government program eligibility for 20+ religious institutes; provides consulting services to over 100 religious communities; and speaking regularly at the annual RCRI conference, as well as at gatherings of members of religious institutes, and CORT workshops. Her previous employment included  8 1/2 years as a Medicaid caseworker, and Benefit Eligibility Coordinator for the Sisters of Providence at St. Mary-of-the-Woods, IN. She is a Licensed Social Worker, and is the primary author of the Government Programs Resource, published by RCRI.  Connie is a graduate of Spalding University in Louisville, Kentucky.                    

 

Senior Consultants Serving as Director of Finance 

In charge of BMT's office in Oakland, CA, Sister Linda serves as Director of Finance and senior consultant for clients in the Northern California area. Prior to joining BMT, she was the Provincial  Treasurer for the Sisters of Holy Name of Jesus and Mary in Los Gatos, CA, CFO and Treasurer of the Sisters of the Presentation, in San Francisco, CA, and Director of Finance and Treasurer for the Sisters of Holy Family in Fremont, CA. She has served as a NATRI/NRRO consultant. Sister Linda holds a Master of Business Administration from the University of Notre Dame, and has authored "The Organization of a Finance Office" chapter of the NATRI financial management and accounting manual.

   

Sister Eileen began her employment with BMT in 2006. Prior to joining BMT, Sr. Eileen served as Treasurer of the Sisters of the Presentation, New Windsor, NY. Sr. Eileen completed the Institute of Church Management Program at Villanova University and serves as a TRENDS consultant.


Ginny joined BMT in 1989 and is currently serving as Director of Finance or Treasurer for several New England clients. She has developed a specialty in individual tax returns for religious, preparing and presenting financial statements, budgeting and forecasting. Ginny is a graduate of Bryant University in Smithfield, Rhode Island.


Kate joined BMT on a part-time basis in 2006. Prior to her BMT employment, Kate worked in public accounting for fourteen years. She has developed a specialty in auditing religious institutes and secondary schools. Kate also performs operational reviews of finance offices.


Nadine joined BMT in 2004 after spending nine years with a New York CPA firm as an audit manager. A Certified Public Accountant, Nadine holds a Bachelor of Science in Accounting. Nadine's primary service responsibilities include preparation and presentation of financial statements for a number of secondary schools and service as controller for several BMT clients. She also performs operational reviews of finance offices.


Began working with BMT part time 1991. Karol earned her Bachelor of Science in Accounting/Finance from Mercy College, and received her MBA in Accounting from Long Island University. Karol has served over 30 religious congregations in various capacities from Business Manager to Controller, and is currently serving several clients in the capacity of Controller with responsibilities which include accounting and computer software setup & implementation, financial reporting and analysis, budgeting, forecasting, insurance reviews and audit preparation.

 

Senior Consultants

joined BMT in 2002. His primary responsibility is investment portfolio performance reporting and attribution analysis. He also performs information technology work for BMT and its clients and serves as office manager for a number of BMT clients. Richard received his BBA from Loyola University in management information systems.


joined BMT in 1986. Robin holds a Masters of Science degree from Long Island University, New York. Robin's professional experience includes employment as Director of Human Resources, payroll and administrative services for a religious institute and corporate entities. Robin's primary BMT service areas are salary and benefits administration, development of personnel policies and job descriptions, assistance with performance evaluations, and restructuring initiatives.


 joined BMT in 1993, having served for four years as a Senior Staff Accountant with the accounting firm of Pannell, Kerr, Forster in New York. A Certified Public Accountant, Noreen also holds a Bachelor of Science in Accounting. Noreen's primary service area is in the preparation and presentation of internal financial statements. Noreen co-supervises BMT's completion of client's tax returns.


joined BMT in 2005 after spending ten years with the Vigo County, Indiana, Division of Family and Children, working as a Medicaid caseworker. Cindy spent several years as a specialist in Institutional Medicaid. Cindy is the Office Manager of the BMT Indiana office of Benefits Eligibility Management for Religious, as well as a Benefits Eligibility Consultant to several religious congregations. Cindy holds a Bachelor of Science in Secondary Education, and also has training in accounting and tax preparation.


Chris joined BMT in May of 2016 after 29 years in the financial services industry. Prior to joining BMT, she was VP Client Services/Marketing and spent twenty one years working for an independent investment advisor in New York City with attention focused on portfolio management compliance to socially responsible client guidelines. She received her MBA in Finance from Hofstra University and BA in Economics from Fairfield University.

 

Government Benefit Eligibility Consultants

 joined BMT in 2012 after serving 5 years with Xerox (outsourced manager of Public Assistance in Indiana) in the capacities of Learning and Development Specialist and Quality Assurance Supervisor. Prior to the State of Indiana privatizing their public assistance model, she served 7 years with the Vigo County Division of Family Resources in the capacities of Public Assistance Caseworker, Senior Public Assistance Caseworker, and Family Case Coordinator. Lisa has also previously worked in the fields of Property/Casualty and Life/Health insurance.


 joined BMT in 2007. Karen was a Medicaid caseworker for five years with the Vigo County, Indiana, Division of Family and Children / Division of Family Resources. Prior to that, Karen worked for five years overseeing compliance with government regulations in the field of Developmental Disabilities.


 joined BMT in 2008. Cindy had previously worked for both the Vigo County and Parke County offices of the Indiana Division of Family and Children/Division of Family Resources, accumulating a total of 18 years of benefit assistance experience before joining theBMT team of Eligibility Management. Cindy also previously worked for a private contracting firm to screen hospital patients for various benefit programs.


 

joined BMT in 2010. Kathy came to BMT after 19 years working for the Indiana Division of Family and Children / Division of Family Resources. Kathy held positions that included Public Assistance Caseworker, Supervisor, and State Eligibility Consultant. Kathy also previously worked as a Correction Education Coordinator for Indiana State University, overseeing enrollments for onsite college instruction for inmates of the U.S. Federal Prison in Terre Haute, Indiana. Kathy holds a Bachelor of Science degree in Computer Science from Indiana State University.


 joined BMT in 2006, having worked twenty years for the Vigo County, Indiana, Division of Family and Children / Division of Family Resources. Carol worked from 1989 to 2003 as a Medicaid caseworker, and then spent 2.5 years working in Quality Assurance for the State of Indiana, ensuring accuracy of caseworker implementation of government benefits.

 

Staff Consultants

Beth Swiss, New York

Lynn Romanski, New York

Barbara McKay, New York

Maria Cantillana, New York

Pat Carey, New York

Sara Pirrello, New York

Karen DeSimone, Rhode Island

Frances Fillmore, Rhode Island

Joanne Guilmain, Rhode Island

Michelle Lambert-Frigon, Rhode Island

Support Staff

Kim Tortolani, New York

Kim Tortolani

Chris Simonetti, New York

Dena Polynice, New York

Ryan Jefferson, New York

Christina Scaglione, New York

Debra Alles, Rhode Island



Corporate and Organizational Affiliations

Service Provider listed in the directory of The Resource Center for Religious Institutes (RCRI)

Corporate Member of Conference for Catholic Facility Management (CCFM)

Corporate Member of Not for Profit Risk Management Association

Sponsor of the Annual Meeting of the Association of Treasurers of Religious Institutes (ATRI)

Silver Sponsor of Leadership Conference of Women Religious (LCWR)

BMT Employees' Affiliations

  • Conference of Religious Treasurers (CORT) – Regions I, II, III, VIII, IX, and XIV
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Society for Human Resource Management (SHRM)

Testimonials

"The Sisters of Charity (Halifax)'s involvement with BMT now spans two years. During that time, the company has provided us with highly competent, professional and friendly staff helping to ensure the effective and efficient operation of the finances at our Boston office."
–Sr. Joan Butler, SC
Sisters of Charity, Halifax

"John Tortolani provided me with excellent assistance and insight on all matters related to our property sale. He was not only an excellent consultant; he was a partner with me and brought invaluable insight and expertise to the table in the marketing and final negotiations of the sale."
–Robert A. Twele, OFM
Catholic Relief Services

"John Tortolani provided me with excellent assistance and insight on all matters related to our property sale. He was not only an excellent consultant; he was a partner with me and brought invaluable insight and expertise to the table in the marketing and final negotiations of the sale."
–Robert A. Twele, OFM
Catholic Relief Services

"Connie Neeson and her BMT Benefit Eligibility Management Team have been an outstanding asset for the Sisters of Providence.
The team manages the government programs for all our sisters. I have complete confidence in the work these wonderful women do with our sisters with regard to Social Security, Medicare, Medicaid, SSI, etc,. Without the Benefit Eligibility Management Team we would not have the financial help from the programs for which we qualify.
We are so grateful that we were the first congregation that Connie worked with to enroll us in these programs.
Now there are so many other congregations sharing in the expertise possessed by Connie and her entire team. What wonderful, helpful, beneficial service is provided to religious congregations by this team of women."
–Sister Nancy Reynolds, SP
Sisters of Providence, St. Mary of the Woods, IN

"Our Congregation used to have separate databases for Sisters' personal information: Social Security income, Insurance, etc.
 
Now it's all easily accessible in an eye appealing format in BEATRICE (BMT's web-based data management tool) -- it saves a lot of time looking for what we need.

In the short nine months we've been with the Benefit Eligibility Management Team of Brenner, McDonagh and Tortolani, in accessing government benefits for us, they have both, greatly increased our income and decreased our expenses as well as taken a lot of work out of the Treasurer's Office!"
–Sister M. Veronica Robert,O Carm
Carmelite Sisters for the Aged and Infirm, Germant

"Thanks much for bringing to a successful conclusion the BMT assessment project. The insights and recommendations presented will be valuable in our planning during many years to come."
–Sister Christa Franzer
Sisters of St. Francis

"It is difficult to adequately convey my gratitude to the BMT firm for your decades of commitment to and support of Mercy Providence.
Know that BMT has my sincere best wishes for continued blessings and success in your service to religious congregations."
–Marypatricia Murphy, RSM
Sisters of Mercy of the Americas

"Your advice and expertise has proven very valuable to us over the last several years. In particular, Bob Moody as a member of the Investment Advisory Committee and Peter Kandel assisting with accounting issues."
–Br. David Turmel
Brothers of Holy Cross, Eastern Province

"It was a joy to have Peter Kandel and Kate McDonnell with us at La Reina High School. They were extraordinary with their professionalism, patience and encouragement.
Both spent the time they needed to leave us with basic reports that will enable us to move forward."
–Sr. LaReina Kelly, SND
La Reina High School, Thousand Oaks, CA

"Kelly Murphy is well informed on the operating aspects of a religious institute's finance office and provides me with key viewpoints and alternative operating ideas.
 
She has performed these services and numerous others in a very energetic, professional and competent manner."
–Sr. M. Jeremiah O'Sullivan, mfic
Missionary Franciscan Sisters of the Immaculate Co

"John Tortolani has worked with us in the financing of the construction of our new motherhouse building and the completion of the sale of two elementary schools.
 
He continues to be our representative in the sale of our previous motherhouse building and about forty acres of land.
 
John has always been a highly respected consultant whom I would strongly recommend for any service he felt qualified to offer."
–Sr. Olivia Reginella
Sisters of the Catholic Apostolate

"Are you in good hands?" Well I think we
are in GOOD HANDS thanks to all of you at BMT" –Sister Mary Francis, OBS
Blessed Sacrament Monastery, NY

Lorraine Golio was a wonderful resource and help when we suddenly were left without an HR Director. She quickly understood us as a community and the type of person we needed. Lorraine found just the right person for us. During our search she also efficiently researched the new MA earned sick leave law and composed the policy for it and helped us with several other HR issues. Thank you Lorraine! Thank you BMT!
–Sister Annette Laliberte, p.m.
Sisters of the Presentation of Mary

To: Nadine Veletanga
Thanks were expressed at each of our meetings. I personally want to thank you for your dedication, professionalism, clarity and sensitivity to prepare a report that helps us understand our reality, the challenges and the unknowns we cannot predict. I hope you sense the confidence our sisters have in you and the real awareness of your wholehearted commitment to help us steward our resources.
Thank you!
–Sr. Helen Kearney, President,
CSJ - Brentwood, NY

"We could never thank you adequately for your service to us over the years – TEN STARS!"
–Sr. Patricia Flattery
Congregation de Notre Dame – Wilton, CT

The Sisters of St. Joseph of Lyon-Maine have had a working relationship with the firm of BMT as financial consultants for over 30 years. We have always been very pleased with the expertise and experience they've provided. Like so many religious groups, we have become fewer and have needed to respond differently to our reality. Because of the positive working relationship with BMT all these years, we made a decision nearly two years ago to outsource most of the work still needing to be done in our finance-business office. BMT has been providing that service. It's one of the best decisions leadership has ever made!
–Sr. Gilla Dube
Provincial, Sisters of St. Joseph of Lyon-Maine