About Us

Greg Caldicott

President & CEO

Greg has over 25 years of experience in the financial services and software industries. He became CEO of Convenient Cards in July 2009 after successfully executing the merger of Convenient Cards and EstateWorks, Inc. where he was CEO. Following the merger, Greg orchestrated the sale of EstateWorks, a leading provider of web-based estate planning and settlement software serving national financial institutions and law firms including Bank of America, Citigroup, BB&T and Comerica. Before that, he was manager of business operations for IBM’s personal communications group. He earned his MBA from Stanford University and bachelor’s degree in mechanical engineering from Tufts University.

Adam David

Vice President Operations

Adam began his banking experience 20 years ago, with a small community bank in Orlando, Florida.  He has also worked in various positions with both national and regional banks, giving him a unique insight into various operational environments in the financial services arena.  Combining his understanding of financial operations with his legal and technical experience, Adam has served as the compliance expert and operational head of Convenient Cards since 2008.  In this role he has worked with hundreds of compliance officers and Federal regulators across the country for more than a decade.  He holds a degree in Multinational Business Operations, Magna Cum Laude, from Florida State University.

Don Tappin

Vice President Business Development

“Don has over twenty years of business development experience in the legal and financial services marketplace. In his role as the Vice President of Business Development he is responsible for all revenue generating activity for Convenient Cards. Prior to joining Convenient Cards in 2010 he held strategic positions within Xerox and Wolters Kluwer where he focused on developing and implementing turn-around strategies for underperforming regions, developing new products, opening new territories and identifying and implementing sales systems and methodologies. Don is a graduate of both Plymouth State University and the National University of Ireland.”

Thomas D. Murphy JR. Esq.

Tom received his B.A. from St. Anselm's College, and was awarded the Bronze Star in Vietnam. He received his J.D. from Suffolk University Law School and served as the Prosecutor for the City of Chicopee before joining his firm, Murphy McCoubrey.  Tom has been President of the Chicopee Boys & Girls Club, Director of the Chicopee Savings Bank, Director of Baystate Medical Center, and past Chairman of the Board of Elms College. Tom is a Director and former Chairman of CATIC Financial and currently a Director of CATIC Title. Tom is the Founder and past Chairman of EstateWorks, and current Chairman of the Board of Convenient Cards.

Gary E. Martinelli

Managing Member, Martinelli Law and formerly Chairman, Martinelli Discenza law and investment management firms. Gary is a leading adviser to Western Massachusetts families and businesses on both legal and investment matters. From 1981 until 1994, Gary served as the principal outside counsel to Computer Associates International, Inc., an international software company, and for eight years served as a member of its Board of Directors. As counsel he was responsible for the legal aspects of CA's IPO, its subsequent securities offerings, over a dozen major acquisitions and the development and financing of its $190 million corporate headquarters in New York. As a Board member, he served on its Audit, Stock Option and Compensation Committees. Gary is a member of the Massachusetts and New York bars. He is a graduate of Williams College (1965) and Cornell Law School (1968).