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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.

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

PAC Alumni

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