Professional Advisors Network
The Boston Foundation’s Professional Advisors Network provides a dynamic place for professional advisors with approximately 10 years of experience to connect with others at a similar stage in their careers. Members of this network are interested in learning ways to incorporate philanthropy into their work.
The Network has three primary goals:
- Meet like-minded professionals to exchange ideas and information
- Develop a deeper understanding of philanthropy and the role it can play in an advisor’s practice
- Learn more about the Greater Boston community
Members of the Professional Advisors Network are professionals from a variety of disciplines, including: attorneys, accountants, financial planners and insurance professionals.
We are grateful to the alumni members for their contributions to the Professional Advisors Network.
PAN Alumni
Susan L. Abbott, Esq.
Goodwin Procter
Samuel Afari-Aikins
Cerity Partners
Sarah M. Allen, Esq.
Rice, Heard & Bigelow, Inc.
Lauren E. Atsalis
Kelly Aylward
Rubin and Rudman LLP
Steven M. Ayr
Casner & Edwards, LLP
Emma Balian
Andersen Tax LLC
Laura K. Barooshian, CPA, MST
PKF O'Connor Davies, LLP
Brett J. Barthelmeh, Esq.
Squillace & Associates, P.C.
Brad Bedingfield
Hemenway & Barnes LLP
Sandrine Benevides
Andersen
Ryan Benson
Aspiriant
Kevin M. Bergesen
Private Family Trust Company
John H. Biebel, J.D., CFP®
Ridley Cove Financial Advisors LLC
Yvan P. Bodart
F.L.Putnam Investment Management Company
Ryan P. Brunell
Wolf & Company, P.C.
Stephanie A. Bruno
Nixon Peabody LLP
Aimee Fukuchi Bryant
Fiduciary Trust Company
Alice D. Burley
SCS Financial
Hillary Burr
Wolf & Company, P.C.
Andrew Busa
RWA Wealth Partners, LLC
Trevor D. Byrne, CFP
The Whalen Byrne Group at Morgan Stanley
Jeffrey Cashman
Ironside Insurance Group, LLC
Lennox Chase
Needham Bank
Courtney Christianson
Antler
Raj Chokhani
Paul | McCoy Family Office Services LLP
Jennifer Civitella Hilario
JC Hilario, PC
Andrew Clark
CBIZ
Allison L. Collins
Rubin and Rudman LLP
Liza M. Connelly
Glenmede
Matthew Conroy
Altium Wealth Management
Erin J. Cooper
Market Street Trust Company
Kristin Costa
RSM US LLP
Alexandra P. Crean
Nixon Peabody
Kelley A. Crisp
Reynolds Rappaport Kaplan & Hackney, LLC
Chelsea Davis
Academy Park Partners
Jayson DeAngelis, CFP®
Ballentine Partners, LLC
Jennifer DeSisto
CW Advisors
John Dinneen, CPA
Battery Global Advisors
Sean T. Donovan
Northern Trust Corporation
Susan N. Dupuis, Esq.
Apercen Partners LLC
Maria Egan
Reynders, McVeigh Capital Management, LLC
Annette Eaton
Northern Trust Corporation
Ryan D. Ederle
SCS Financial
Sean A. Edwards
Ballentine Partners, LLC
Jennifer S. Ewing, Esq.
Choate, Hall & Stewart LLP
F. Brooke Field
Andersen
Brandon P. Fink
Claro Advisors, LLC
Stephanie L. Finnegan
CliftonLarsonAllen
F. Peter Fisher
Foster Dykema Cabot & Partners, LLC
Ariel Fortunato
Brown Advisory
Caroline Gaffney, CFP®, CFA
Atwater Wealth Management
Holly Gately
USI Insurance Services
Alison I. Glover
Mintz
Laura T. Godine, J.D.
Corient Private Wealth LLC
Sarah R. Grandfield
Bessemer Trust
Alexander J. Gross
Cerity Partners
Kelly J. Guarino
Fiduciary Trust Company
Travis Hall
Leader Bank
Pamela L. Halter
SCS Financial
Michelle S. Harrison
Single Point Partners
Juleby A. Hirsch
TIAA-CREF
Eugene Ho
Verrill Dana LLC
Joshua T. Hohlfelder
CAPTRUST
Lilli Homer
SCS Financial
Nicole A. Hostettler
CIBC Private Wealth
Michael Hough, CPA
Andersen
Nicole Jackson-Leslie
SCS Financial
Rachel L. Kalin, Esq.
Bass, Doherty & Finks P.C.
Jeff Kaplan
Risk Strategies Company
Timothy Kierstead
PNC
Sonia Kowal
Zevin Asset Management, LLC
Richard LaCross, CPA
LaCross Financial Advisors
Jessica L. Lambert
Choate Hall & Stewart LLP
Sheila Chen Lawrence
Ballentine Partners, LLC
William Leisman
Leisman Insurance Agency, Inc.
Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency, Inc.
Tyler Lewis
Brown Advisory
Benjamin J. Linares
Empathy
Linda Liu
Lourie & Cutler, P.C.
Amy R. Lonergan
Day Pitney LLP
Johanna Blaxall Longnecker
Fidelity Investments
R. Maggie Lopez
ArentFox Schiff LLP
Kelly A. Lora Ewart
Salem Five Bank
Alison E. Lothes
Gilmore, Rees & Carlson PC
Jonah Lupton
Lupton Capital
Jennifer A. Lydon
PwC
Brian Lynch
Lynch Insurance Group
Nakia Maddox-Eubanks
Trillium Asset Management
Richelle Maguire
PKF O'Connor Davies, LLP
Christopher F. Mahoney
CAPTRUST
Brooke L. Manfredi
Foster Dykema Cabot & Partners, LLC
Geoffrey M. Mason, Esq.
Choate, Hall & Stewart LLP
Ruth Mattson
Verrill Dana LLP
JonPaul McBride
Focus Partners Wealth
Kathleen M. McDonough
At the Turn, LLC
Andrew McGlynn
Goldman Sachs
Victoria McHale
Wolf & Company, P.C.
Stephanie Meagher
SCS Financial
Kristen E. Meahl
Fidelity Investments
Amber Mercer
Marsh LLC
Gregg S. Miles, CFP®
Cross Coastal Advisors
Joshua S. Miller
Minot's Light Management, Inc.
Laurel M. Millette
Transitions Law LLC
Marc E. Mingolelli, AIF
HUB International
Brett A. Mirliani
Birch Hill Investment Advisors LLC
Brian W. Monnich, Esq.
Choate Hall & Stewart LLP
Sarah R. Moore
The Coyle Company
Jennifer A. Moran
Grimes & Company, Inc.
Rebecca J. Mutch
Bank of America
Jennifer Christian Murtie
Ballentine Partners, LLC
Paul L. Nadeau, Jr.
Kahn, Litwin, Renza
Andrew Nigrelli, CMFC®
Connective Technologies LLC
Adam Ochlis, CPA, MST
Ballentine Partners, LLC
Tiffany A. O'Connell, Esq.
O’Connell Law LLC
Jaclyn S. O’Leary
Goulston & Storrs PC
Lucas D. Parker
Wolf & Company, P.C.
Jeffrey Parker
Priority Capital
Martha Payne
Integrated Financial Partners
Adrienne M. Penta
SCS Financial
Coco M. Plum
Paul | McCoy Family Office Services LLP
Michelle M. Porter
Goulston & Storrs PC
Joanna Powell
CBIZ, Inc.
Jharid Pratt
Granite Peak Associates
Robert W. Prifti, CFP®, CPA
Andersen
Steven Principe, CFP®
Morgan Stanley
Sam Quinn, CFA
JP Morgan
John H. Ramsey
Goulston & Storrs PC
David S. Raymon
Day Pitney LLP
April Rey
Marsh McLennan Agency LLC
Saritin E. Rizzuto
Metro Credit Union
Susan A. Robb
Nixon Peabody LLP
Alanna Paiva Robinson
Ballentine Partners, LLC
Allison Robinson
Ballentine Partners, LLC
Elliot Rotstein
Ballentine Partners, LLC
Julie Rousseau
JP Morgan
MaryEllen S. Ryan
Bentley University
Anja Saloranta
Beckley Retreats
Randy Schneider
Dwight Rudd Insurance
Jordana G. Schreiber
Day Pitney LLP
Heidi A. Seely
Day Pitney LLP
Nikki Marie Sherwood
Nutter McClennen & Fish LLP
Kristin Shirahama, Esq.
Fides Law LLC
Angela P. Simmons
Trove
Molly Soiffer
Bove Langa Witherell & Soiffer
Nikkisha Spencer
Trove
Leanne Stafford
PKF O'Connor Davies, LLP
Craig Standish
Brown Advisory
Christian C. Stone
PNC Private Bank
Janice C. Sturchio
BNY Mellon Wealth Management
Jessica Sullivan
PwC
Valerie R. Sussman
Hurwit & Associates
Melissa E. Sydney
Shipman & Goodwin LLP
Jennifer D. Taddeo
Estatewise Advisory, LLC
Allison L. Taff, CWS
ATM Family Office Partners
Barbara Targum
Dwight Rudd Insurance
Bradford Taylor
Citrin Cooperman
Kyle Tracey
SCS Financial
Scott D. Tuxbury, AIF
Cambridge Trust
Richard D. Tyson
Cambridge Trust
Maureen M. Villadelgado
Gilmore, Rees & Carlson P.C.
Jonathan Vostok
EY
Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP
Anne Warren
Brown Brothers Harriman
Sara A. Wells, Esq.
Morgan, Lewis & Bockius LLP
Matthew D. Whitehead
Feinberg Hanson LLP
Debra A. Whitney
Ballentine Partners, LLC
Karen Witherell
Bove Langa Witherell & Soiffer