Deborah B. Goldberg
Treasurer & Receiver General
The Commonwealth of Massachusetts
Visit masstreasury.gov
Deborah B. Goldberg is the Massachusetts State Treasurer and Receiver General. In that role she is responsible for the state’s cash and debt management, unclaimed property, and chairs state boards and commissions, including the Massachusetts School Building Authority, the Pension Reserves Investment Management Board, the State Board of Retirement, Massachusetts State Lottery Commission, and the Massachusetts Clean Water Trust. In 2015, she established the new Office of Economic Empowerment, the first of its kind in the country, and chairs its Economic Empowerment Trust Fund. Treasurer Goldberg also was elected to serve as President of the National Association of State Treasurers. As a former businesswoman and local elected leader, Treasurer Goldberg brings innovative leadership, disciplined fiscal management and an unwavering commitment to uphold economic stability and create opportunity for every Massachusetts resident. Treasurer Goldberg served for six years on the Brookline Board of Selectmen, including two as its Chair. Prior to her career in public service, she worked in retail operations, buying, and consumer affairs at The Stop & Shop Companies, Inc. Treasurer Goldberg is the President Emeritus of Adoptions with Love and serves on the Advisory Board of the Greater Boston Food Bank. She was one of the founders of Berkshire Hills Music Academy, a school for individuals with intellectual disabilities, is a trustee emeritus at Beth Israel Lahey Health, and a Director at Affiliated Physicians Group / Beth Israel Deaconess HealthCare. Treasurer Goldberg has been actively involved with numerous philanthropic activities, including The Grow Clinic, the 100 Club, Planned Parenthood League of Massachusetts, and the Combined Jewish Philanthropies. A graduate of Boston University, Boston College Law School and Harvard Business School, Treasurer Goldberg lives in Brookline with her husband Michael Winter and their son, Evan, and daughter, Meredith.
About the Treasurer's Office
The State Treasurer is responsible for the issuance of most debt securities of the Commonwealth. The Debt Management Department serves the Treasurer’s Office by providing industry best-practice debt management services over two primary functional disciplines: Debt issuance and debt administration. The department facilitates the sale of bonds to investors, administers interest payments and when these obligations come due, redeems the securities through the repayment of principal. The Debt Management Department is committed to providing investors with the data they need to review the credit of the Commonwealth of Massachusetts in a timely fashion.
James A. MacDonald
First Deputy Treasurer
Office of the State Treasurer
Jim MacDonald is a fifty plus year career employee in the Office of the State Treasurer. In January 2015, Treasurer Deborah Goldberg appointed Jim to the statutory position of First Deputy Treasurer. Jim also serves as Chief Executive Officer at the Massachusetts School Building Authority. As First Deputy Treasurer, Jim works closely with other state agencies on matters of policy and operations. On top of his duties as First Deputy, Jim is responsible for overseeing various departments that fall under the umbrella of the State Treasurer. Jim works closely with the Deputy Treasurer for Debt Management, the Executive Director of the Massachusetts Clean Water Trust, Assistant Treasurer/ CFO, Assistant Treasurer for the Unclaimed Property Department. Jim is the designee of the State Treasurer on the Board of Bank Incorporation, Clean Water Trust and the MMDT Advisory Board. He also represents the Treasurer at the Massachusetts Collectors and Treasurers Association and is a member of the National Association of State Treasurers, and the National Association of State Auditors, Comptrollers and Treasurers. Jim, who lives in Dedham, Massachusetts, attended Boston State College and is married, with two sons, to Paula, a retired registered nurse. He is active in St. Susanna Church in Dedham. Jim is in his eleventh term as a member of the Dedham Select Board.
Sue Perez
Deputy Treasurer for Debt Management
Office of the State Treasurer
Sue Perez is a Deputy Treasurer for Debt Management in the Massachusetts State Treasurer’s Office. Sue is responsible for all of the Commonwealth’s short-term and long-term borrowing needs and for its $34 billion debt portfolio consisting of issues within the General Obligation credit as well as various Special Obligation credits. Sue also serves as Executive Director of the Massachusetts Clean Water Trust (“MCWT”), a position she has held since 2012. Sue was an auditor at PricewaterhouseCoopers, during which time she received her CPA. She is a graduate of the Boston University School of Management, with a B.S. in Business Administration. She resides in Foxborough, Massachusetts and serves as a Board Commissioner for the Foxborough Housing Authority.
Sandy Wong
Controller for Debt Management
Office of the State Treasurer
Sandy Wong has been the Controller for Debt Management department at the Treasurer’s Office for 24 years. Sandy supervises a small group of staff responsible for processing and verifying all debt service payments, ensuring they are done accurately and in a timely manner. Her oversight includes bank reconciliation with the trustees and monthly bond allocation. She assist’s the Deputy Treasurer in preparing and tracking our department’s budget and cash flows. In addition, she acts as a liaison between Treasury’s internal auditors, the State Comptroller’s office, as well as other stakeholders for the preparation of the annual audit. Prior to joining this agency, Sandy’s background was with an investment banking and trust company handling domestic securities.
Vanessa Balcarcel-Monzon
Senior Debt Analyst for Debt Management
Office of the State Treasurer
Vanessa joined the Office of State Treasurer in 2019 and joined the Debt Management department in 2021 as a Debt Analyst. In this role, Ms. Balcarcel-Monzon is responsible for preparing and verifying monthly debt service payments in addition to maintaining excel models for bond reconciliation. She also assists in maintaining swap models and processing invoice payments. Vanessa graduated in 2019 with a Bachelor of Science in Management with a concentration in Finance from the University of Massachusetts - Boston. She is currently pursuing her MBA also at the University of Massachusetts – Boston.
Daniel Aldridge
Senior Debt Analyst for Debt Management
Office of the State Treasurer
Dan joined the Debt Management team in 2021 as a Debt Analyst. In this role, he assists with the team in the issuance of Commonwealth debt. Before joining Debt, he worked as a stockbroker and graduated from UMass Amherst in 2018 with a BBA degree in Finance.
Rachel Stanton
Investor Relations and Communications Graphic Designer
Office of the State Treasurer
Rachel joined the Debt Management team in Fall of 2019. Ms. Stanton provides design support and manages the social media presence for the department. Previously, she was the Special Projects Coordinator and Designer for the Tufts Center for the Study of Drug Development. She graduated in 2013 with a Bachelor of Fine Arts degree in Illustration from Massachusetts School of Art and Design.
Cory Bannon
Senior Debt Analyst for Debt Management
Office of the State Treasurer
Cory joined the Debt Management team in 2023 as a Debt Analyst. In this role, he assists with the issuance of Commonwealth debt. Cory graduated from Wheaton College in 2023 earning a business major with a concentration in finance and analytics as well as a minor in economics.
Jake Holcomb
Debt Analyst for Debt Management
Office of the State Treasurer
Jake joined the Debt Management team in 2023 as a Debt Analyst. In this role, he will provide support to the Controller for Debt Management in carrying out the essential functions of the department operations. Before joining Debt, Jake graduated from UMass Amherst in 2023 with a degree in Economics.