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Professional Advisors Committee

This committee counsels the Boston Foundation as we 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.

Katie McDonough
Partner
Paul | McCoy Family Office Services LLP

Joshua S. Miller
President and CEO
Acadia Management Co.

Laurel M. Millette
Founder
Transitions Law LLC

Brian W. Monnich
Partner and Practice Group Leader
Choate, Hall & Stewart LLP

Jonathan J. Oliver
Executive Director
J.P. Morgan Private Bank

Michelle M. Porter
Director
Goulston & Storrs PC 

Elliot Rotstein
Senior Client Advisor
Ballentine Partners, LLC

Steven R. Sarcione
Co-Founder and Partner
JDJ Family Office Services

Craig Standish
Partner, Strategic Advisor,
Head of Boston Office
Brown Advisory
2021-2022 PAC Chair

Anne L. Warren
Senior Vice President
Brown Brothers Harriman

PAC Alumni

Sean Apgar   
BBR Partners LLC

Laura K. Barooshian, CPA, MST
DGC, a division of PKF O'Connor Davies

Thomas H. Belknap, Esq.*

Laurie A. Bencal, CPA, MST
CBIZ & MHM New England

Debbie Bing
Center for Applied Research

Steven Burke
McLane Middleton

Alice Burley
SCS Financial

Hillary Burr
Wolf & Company, P.C.

Cameron Casey 
Ropes & Gray

Mark M. Christopher, Esq.
Goulston & Storrs PC

Kimberly R. Clouse, CTFA
AdvicePeriod

L. Joseph Comeau, CPA
Andersen

Anthony J. Daigle, CPA, JD, MST
Daigle & Associates LLP

Steven Dechiario
Citi Private Bank

Carolyn Decker
Lake Street Advisors Group, LLC

Patrick J. Delahunty
Merrill Lynch

Nancy E. Dempze, Esq.
Hemenway & Barnes

Robert J. Donnelly
Marsh McLennan Agency LLC

Douglas R. Ederle
SCS Financial

Robert H. Erdmann
Felton, Berlin & Erdmann Insurance Services, Inc.

Coventry Edwards-Pitt, CFA, CFP®
Ballentine Partners, LLC

Jennifer S. Ewing, Esq.
Ropes & Gray

Michael L. Fay, Esq.*
Verrill Dana LLP

Scott C. Fithian*±
The Legacy Companies, LLC

Kenneth C. Forasté
The Coyle Company

Beth C. Gamel, CPA, PFS*
Argent Wealth Management

Mary E. Gilligan, Esq.*
MG Financial LLC

A. Silvana Giner, Esq.
Choate Hall & Stewart LLP

Robert P. Goldman, Esq.
Bob Goldman Law

Nicholas A. Grace, Esq.*

Martin Hall, Esq.*
Ropes & Gray

Michael D. Hough
Andersen

Peter T, Jaworski, CFP®, ChFC, CLU
Financial Planning Strategies, LLC

Scott B. Kaplowitch
Edelstein & Company LLP

James M. Kittler
JDJ Family Office Services

Kenneth Knox, CLU, ChFC, AEP®
Tenzing Insurance Strategies

Melissa Langa, Esq.
Bove & Langa, P.C.

Candace R. Lau-Hansen

Shari A. Levitan, Esq.
Holland & Knight LLP

Amy R. Lonergan
Day Pitney LLP

William A. Lowell, Esq.
Choate, Hall & Stewart, LLP

Leiha Macauley, Esq.
Day Pitney LLP

 

Colleen MacLeod
BBR Partners LLC

Shamus McBride
Goldman Sachs

Timothy S. McBride, Esq., MBA, CFP®, ChFC, CLU
Bessemer Trust

Jacqueline R. McCoy
Paul | McCoy Family Office Services LLP

Drew McMorrow, CFP®
Ballentine Partners, LLC

Michael A. Mingolelli, Jr.
Winged Keel Group

Evelyn V. Moreno, Esq.*
Nixon Peabody LLP

Joseph H. Morgart*
Amundi US

Mary B. Mullin, CFP®*
Merrill Lynch

Jennifer Christian Murtie
Ballentine Partners, LLC

Pamela Murray
Financial Recovery Technologies

Suma V. Nair
Fiduciary Trust

Amy B. Naughton, Esq.
Lourie & Cutler, P.C.

Adrienne M. Penta
Brown Brothers Harriman

J. H. Daingerfield Perry, CLU*

Margery L. Piercey, CPA
Mass Insight Education and Research

Rebecca R. Pouliot
RINET Company, LLC

Deirdre Prescott
Sandy Cove Advisors

Michael J. Puzo, Esq.
Hemenway & Barnes

Hanson S. Reynolds, Esq.*

Kylie C. Ruschioni
JDJ Family Office Services

Gary P. Savage, CFP®, CPA, MST
RINET Company, LLC

Judith A. Saxe, Esq.*
CIBC Private Wealth Management

Leah R. Sciabarrasi
Crestwood Advisors

Charles E. Shirley, CPA, MST
PwC

William G. Speciale, Esq., MST*
Daintree Advisors

Scott E. Squillace, Esq.
Squillace & Associates, P.C.

David F. Squire*

Chitra Staley
Beacon Pointe Wealth Advisors

Jon E. Steffensen, Esq.
McLane Middleton

Kurt R. Steinkrauss, Esq.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo PC

Marjorie Suisman*
AZW Law, LLC

Richard W. Talkov, Esq.*
Goulston & Storrs PC

Dune Thorne, CWS®, CTFA
Brown Advisory

Anne Marie Towle
Fiduciary Trust Company International 

Brian Walsh
Boston Financial Management

Charles A. Walsh III, CFP®
Pathstone

Barbara Freedman Wand
Day Pitney LLP

Sara A. Wells
Morgan, Lewis & Bockius, LLP

R. Robert Woodburn, Jr., Esq.*
Hemenway & Barnes 

Deborah Woodman, CPA, MST
Woodman-Forrest Financial Services, LLC

Danielle Oristian York
21/64

* PAC Founding Member
± Deceased