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Professional Advisors Committee
This committee counsels the Boston Foundation as we work to establish, develop and maintain strong working relationships with the members of Greater Boston’s advisor community. Additionally, the Committee provides its members with opportunities to exchange charitable giving ideas, learn about new issues in philanthropy, and establish new relationships with other advisors.
We are grateful to the following current members for their contributions to this important Committee:
LAURIE A. BENCAL, CPA, MST
Partner
CBIZ TOFIAS
KIMBERLY R. CLOUSE, CTFA
Managing Director
ATHENA CAPITAL ADVISORS LLC
L. JOSEPH COMEAU, CPA
Managing Director
WEALTH & TAX ADVISORY SERVICES
DOUGLAS R. EDERLE
Managing Director and Director of Client Services
SCS FINANCIAL SERVICES, LLC
ROBERT H. ERDMANN
President
FELTON, BERLIN & ERDMANN INSURANCE SERVICES, INC.
KENNETH FORASTÉ, Chair
Vice President, Business Chair Development
THE COYLE COMPANY
PETER T. JAWORSKI, CFP®
Partner
CATURANO & COMPANY, LTD.
SHARI LEVITAN, ESQ.
Partner
HOLLAND & KNIGHT
TIMOTHY S. MCBRIDE, ESQ., MBA, CFP®,
CHFC, CLU
Senior VP, Wealth Strategies Group
NORTHERN TRUST BANK
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AMY B. NAUGHTON, ESQ.
Principal
LOURIE AND CUTLER, P.C.
GARY P. SAVAGE, CFP®, CPA, MST
Executive Vice President
RINET COMPANY, LLC
CHARLES E. SHIRLEY, CPA
PRICEWATERHOUSECOOPERS LLP
SCOTT E. SQUILLACE , ESQ.
Principal and Founder
SQUILLACE & ASSOCIATES, P.C.
JON E. STEFFENSEN, ESQ.
STEFFENSEN, HERMAN & DOGGETT, LLC
KURT STEINKRAUSS, ESQ.
Member
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY
DUNE THORNE
Client Advisors
SILVER BRIDGE ADVISORS LLC
CHARLES A. WALSH III, CFP
Principal
FEDERAL STREET ADVISORS
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Former PAC Members
THOMAS H. BELKNAP, ESQ.*
ROPES & GRAY LLP
MARK M. CHRISTOPHER, ESQ.
EDWARDS ANGELL PALMER & DODGE, LLP
MICHAEL L. FAY, ESQ.*
WILMERHALE LLP
SCOTT C. FITHIAN*±
THE LEGACY COMPANIES, LLC
BETH GAMEL, CPA/PFS*
PILLAR FINANCIAL ADVISORS
MARY E. GILLIGAN, ESQ.*
MG FINANCIAL LLC
ROBERT P. GOLDMAN, ESQ.
GOULSTON & STORRS, P.C.
NICHOLAS A. GRACE, ESQ.*
ROPES & GRAY LLP
MARTIN HALL, ESQ.*
ROPES & GRAY LLP
MELISSA LANGA, ESQ.
LAW FIRM OF BOVE & LANGA, P.C.
WILLIAM A. LOWELL, ESQ.
CHOATE, HALL & STEWART, LLP
DREW MCMORROW, CFP
BALLENTINE, FINN & COMPANY
* PAC Founding Member
± Deceased
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EVELYN V. MORENO, ESQ.*
NIXON PEABODY LLP
JOSEPH H. MORGART*
BOLDWATER CAPITAL MANAGEMENT L.P.
MARY B. MULLIN, CFP*
MERRILL LYNCH PRIVATE CLIENT GROUP
J. H. DAINGERFIELD PERRY, CLU*
NORTHWESTERN MUTUAL FINANCIAL NETWORK
MICHAEL J. PUZO, ESQ.
HEMENWAY & BARNES
HANSON S. REYNOLDS, ESQ.*
RACKEMANN, SAWYER & BREWSTER
JUDITH A. SAXE, ESQ.*
ATLANTIC TRUST
WILLIAM G. SPECIALE, ESQ., MST*
CALIBRE
MARJORIE SUISMAN, ESQ.*
DAVIS, MALM & D’AGOSTINE, P.C.
DAVID F. SQUIRE*
RICHARD W. TALKOV*
GOULSTON & STORRS PC
ROBERT WOODBURN, JR., ESQ.*
EDWARDS ANGELL PALMER & DODGE, LLP
DEBORAH WOODMAN, CPA, MST
PRICEWATERHOUSECOOPERS LLP
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Boston Indicators Project "A Great Reckoning" Visit the website and review the latest Indicators Report released December 16.
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