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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.

PAC Alumni

Sean Apgar   
BBR Partners LLC

Laura K. Barooshian, CPA, MST
DiCicco, Gulman & Company LLP

Thomas H. Belknap, Esq.*
Ropes & Gray

Laurie A. Bencal, CPA, MST
CBIZ Tofias

Debbie Bing
Center for Applied Research

Mark M. Christopher, Esq.
Goulston & Storrs PC

Kimberly R. Clouse, CTFA
VIA Global Advisors

L. Joseph Comeau, CPA
Andersen

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

Patrick J. Delahunty
Merrill Lynch

Nancy E. Dempze, Esq.
Hemenway & Barnes

Robert J. Donnelly
Marsh USA

Douglas R. Ederle
SCS Financial

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

Coventry Edwards-Pitt, CFA, CFP®
Ballentine Partners

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.*
Ropes & Gray

Martin Hall, Esq.*
Ropes & Gray

Michael D. Hough
Andersen

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

James M. Kittler
JDJ Family Office Services

Kenneth Knox, CLU, ChFC, AEP®
Tenzing Advisors, LLC

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

Candace R. Lau-Hansen

Shari A. Levitan, Esq.
Holland & Knight LLP

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

Leiha Macauley, Esq.
Day Pitney LLP

 

Colleen MacLeod

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

Michael A. Mingolelli, Jr.
Winged Keel Group

Evelyn V. Moreno, Esq.*
Nixon Peabody LLP

Joseph H. Morgart*
Pioneer

Mary B. Mullin, CFP®*
Merrill Lynch

Jennifer Christian Murtie
Ballentine Partners

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

Adrienne M. Penta
Brown Brothers Harriman

J. H. Daingerfield Perry, CLU*
Northwestern Mutual

Margery L. Piercey, CPA
Mass Insight Education and Research

Rebecca R. Pouliot
RINET Company, LLC

Michael J. Puzo, Esq.
Hemenway & Barnes

Hanson S. Reynolds, Esq.*
Rackemann, Sawyer & Brewster

Kylie C. Ruschioni
JDJ Family Office Services

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

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

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 P.C.

Dune Thorne, CWS®, CTFA
Brown Advisory

Anne Marie Towle
Athena Capital Advisors LLC 

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