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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

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.
Edwards Wildman, LLP

Kimberly R. Clouse, CTFA
VIA Global Advisors

L. Joseph Comeau, CPA
Andersen Tax

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 Services, LLC

Robert H. Erdmann
Felton, Berlin & Erdmann Insurance Services

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

Robert P. Goldman, Esq.
Bob Goldman Law

Nicholas A. Grace, Esq.*
Ropes & Gray

Martin Hall, Esq.*
Ropes & Gray

Michael D. Hough
Andersen Tax

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.

Shari A. Levitan, Esq.
Holland & Knight LLP

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

Leiha Macauley, Esq.
Day Pitney LLP

 

 

Colleen MacLeod
SCS Financial Services, 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 

Evelyn V. Moreno, Esq.*
Nixon Peabody LLP

Joseph H. Morgart*
Pyramis Global Advisors

Mary B. Mullin, CFP®*
Merrill Lynch

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

J. H. Daingerfield Perry, CLU*
Northwestern Mutual

Margery L. Piercey, CPA

Michael J. Puzo, Esq.
Hemenway & Barnes

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

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

Judith A. Saxe, Esq.*
CIBC Atlantic Trust

Charles E. Shirley, CPA, MST
PricewaterhouseCoopers LLP

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*
Davis, Malm & D'Agostine, P.C.

Richard W. Talkov, Esq.*
Goulston & Storrs P.C.

Dune Thorne, CWS®, CTFA
Brown Advisory

Anne Marie Towle
Athena Capital Advisors LLC 

Brian Walsh
Brown Advisory

Charles A. Walsh III, CFP®
Pathstone Federal Street

Barbara Freedman Wand
Day Pitney LLP

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

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

* PAC Founding Member
± Deceased