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.
Sarah M. Allen
Sharehold and Director
Rice, Heard & Bigelow, Inc.
Brett J. Barthelmeh
Partner
Squillace & Associates, P.C.
Steven M. Burke
Director
McLane Middleton
Alice D. Burley
Director
SCS Financial
2020-2021 PAC Chair
Nicole L. Cyr
Chief Operating Officer
Daigle & Associates LLP
Carolyn B. R. Decker
Partner/Chief Financial Officer
Lake Street Advisors, LLC
David M. Desmarais
Partner
KLR
Susan N. Dupuis
Principal
Marcum LLP
Nancy N. Keller-Go
Managing Director, Wealth Strategy Market Director
Bank of America Private Bank
Sheila C. Lawrence
Partner & Senior Client Advisor
Ballentine Partners
Katie McDonough
Partner
Paul | McCoy Family Office Services LLP
Joshua S. Miller
President and CEO
Acadia Management Co.
Pamela A. Murray
Consultant
Jonathan J. Oliver
Executive Director
J.P. Morgan Private Bank
Michelle M. Porter
Director
Goulston & Storrs PC
Deirdre R. Prescott
Founder, President
Sandy Cove Advisors
Elliot Rotstein
Senior Vice President and Northeast Regional Director
Management Planning, Inc.
Steven R. Sarcione
Co-Founder and Partner
JDJ Family Office Services
Craig Standish
Partner, Boston Operating Officer
Brown Advisory
2020-2021 PAC Vice Chair
Anne L. Warren
Senior Vice President
Brown Brothers Harriman
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
Hillary Burr
Principal
Wolf & Company, P.C.
Cameron Casey
Partner
Ropes & Gray
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
Steven Dechiario
Director
Citi Private Bank
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
Scott B. Kaplowitch
Managing Partner
Edelstein & Company LLP
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
Amy R. Lonergan
Partner
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
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
Suma V. Nair
Director
Goulston & Storrs PC
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
Leah R. Sciabarrasi
Managing Partner
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 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