Professional Advisors Committee

PAC Alumni

Sarah M. Allen
Rice, Heard & Bigelow, Inc.

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.

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 
Choate, Hall & Stewart LLP

Mark M. Christopher, Esq.
Goulston & Storrs PC

Kimberly R. Clouse, CTFA
AdvicePeriod

L. Joseph Comeau, CPA±

Nicole L. Cyr
Daigle & Associates LLP 

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

David Desmarais
Kahn, Litwin, Renza

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.
Choate, Hall & Stewart LLP

Michael L. Fay, Esq.*
Verrill Dana LLP

Scott C. Fithian*±

Kenneth C. Forasté
The Coyle Company

Beth C. Gamel, CPA, PFS*

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

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
Momentum Philanthropy

Suma V. Nair
Fiduciary Trust

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

Jonathan J. Oliver
J.P. Morgan Private Bank

Adrienne M. Penta
Brown Brothers Harriman

J. H. Daingerfield Perry, CLU*

Margery L. Piercey, CPA
Mass Insight Education and Research

Michelle M. Porter
Goulston & Storrs PC

Rebecca R. Pouliot
CAPTRUST

Deirdre Prescott
Sandy Cove Advisors

Michael J. Puzo, Esq.
Hemenway & Barnes

Hanson S. Reynolds, Esq.*

Elliot Rotstein
Ballentine Partners, LLC

Kylie C. Ruschioni
JDJ Family Office Services

Steven R. Sarcione
JDJ Family Office Services

Gary P. Savage, CFP^®, CPA, MST
CAPTRUST

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