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.
Sean Apgar
Partner, Director of Portfolio & Wealth Advisory
BBR Partners LLC
Steven M. Burke
Director
McLane Middleton
Alice D. Burley
Director
SCS Financial
Hillary Burr
Principal
Wolf & Company, P.C.
Cameron Casey
Partner
Ropes & Gray
Steven Dechiario
Director
Citi Private Bank
Carolyn B. R. Decker
Partner
Lake Street Advisors, LLC
Scott B. Kaplowitch
Managing Partner
Edelstein & Company LLP
Candace R. Lau-Hansen
Managing Director
J.P. Morgan Private Bank
Amy R. Lonergan
Partner
Day Pitney LLP
Michael A. Mingolelli, Jr.
Principal
Winged Keel Group
Pamela A. Murray
Managing Director
BNY Mellon Wealth Management
Jennifer Christian Murtie
Managing Director and Senior Investment Advisor
Ballentine Partners
Suma V. Nair
Director
Goulston & Storrs PC
Adrienne M. Penta, J.D., PAC Chair
Managing Director
Brown Brothers Harriman
Rebecca R. Pouliot
Managing Director
RINET Company, LLC
Deirdre R. Prescott
Founder, President
Sandy Cove Advisors
Kylie C. Ruschioni
Partner
JDJ Family Office Services
Leah R. Sciabarrasi
Managing Partner
Crestwood Advisors
Sara A. Wells
Partner
Morgan, Lewis & Bockius LLP
Danielle Oristian York
Managing Director
21/64
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
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 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
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
Evelyn V. Moreno, Esq.*
Nixon Peabody LLP
Joseph H. Morgart*
Pioneer
Mary B. Mullin, CFP®*
Merrill Lynch
Amy B. Naughton, Esq.
Lourie & Cutler, P.C.
J. H. Daingerfield Perry, CLU*
Northwestern Mutual
Margery L. Piercey, CPA
Mass Insight Education and Research
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 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
R. Robert Woodburn, Jr., Esq.*
Hemenway & Barnes
Deborah Woodman, CPA, MST
Woodman-Forrest Financial Services, LLC
* PAC Founding Member
± Deceased