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
Shareholder and Director
Rice, Heard & Bigelow, Inc.
2022-2023 PAC Chair
Laurie Austin
Co-Managing Partner
DGC, a division of PKF O'Connor Davies
Kelly Aylward
Director
Goulston & Storrs
Steven M. Carr
Partner
Rubin & Rudman LLP
Bithiah L. Carter
President and CEO
New England Blacks in Philanthropy
Andrew Clark
Partner
Marcum LLP
2022-2023 PAC Vice Chair
Nicole L. Cyr
Chief Operating Officer
Daigle & Associates LLP
David M. Desmarais
Partner
KLR
Caroline Gaffney
CEO & Chief Investment Officer
Atwater Wealth Management
Brooke Manfredi
Senior Client Advisor, Partner
Foster Dykema Cabot & Partners, LLC
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
Calixto Perez
Vice President
Eastern Bank Wealth Management
Michelle M. Porter
Director
Goulston & Storrs PC
David S. Raymon
Partner
Burns & Levinson
Elliot Rotstein
Partner & Senior Client Advisor
Ballentine Partners, LLC
Steven R. Sarcione
Co-Founder and Partner
JDJ Family Office Services
Jordana G. Schreiber
Partner
Day Pitney LLP
Reena Thadhani
Strategic Advisor
Brown Advisory
Sean Apgar
BBR Partners LLC
Laura K. Barooshian, CPA, MST
DGC, a division of PKF O'Connor Davies
Brett J. Barthelmeh
Squillace & Associates, P.C.
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±
Anthony J. Daigle, CPA, JD, MST
Daigle & Associates LLP
Steven Dechiario
Truist Wealth
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
Susan N. Dupuis
Eisner Advisory Group 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*±
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
Nancy N. Keller-Go
BNY Mellon Wealth Management
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
Sheila C. Lawrence
Ballentine Partners, LLC
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
Katie McDonough
Paul | McCoy Family Office Services LLP
Drew McMorrow, CFP®
Ballentine Partners, LLC
Joshua S. Miller
Acadia Management Co.
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*
Cerity Partners LLC
Scott E. Squillace, Esq.
Squillace & Associates, P.C.
David F. Squire*
Chitra Staley
Beacon Pointe
Craig Standish
Brown Advisory
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
Anne L. Warren
Brown Brothers Harriman
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