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 current members for their contributions to the Professional Advisors Network.

Samuel Afari-Aikins
Partner
Cerity Partners

Yvan Bodart
Principal, Investment Advisor
F.L. Putnam

Aimee Fukuchi Bryant
Vice President & Trust Counsel
Fiduciary Trust Company

Andrew Busa
Director of Financial Planning
RWA Wealth Partners, LLC

Raj Chokhani
Advisor
Paul | McCoy Family Office Services LLP

Kelley A. Crisp
Attorney

Sean Donovan
Vice President and Senior Trust Advisor
Northern Trust

Sean Edwards
Senior Wealth Advisor
Ballentine Partners, LLC

Ariel Fortunato
Strategic Advisor
Brown Advisory

Linda Liu
Associate
Lourie & Cutler, P.C.

JonPaul McBride
Wealth Advisor
The Colony Group
2023-2024 PAN Chair

Sarah Moore
Director, Advisor Relations
The Coyle Company

Alanna Paiva
Vice President
SCS Financial

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

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

Lauren E. Atsalis

Kelly Aylward
Goulston & Storrs PC

Steven M. Ayr 
Casner & Edwards, LLP

Laura K. Barooshian, CPA, MST
DGC, a division of PKF O'Connor Davies

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

Ryan P. Brunell
Wolf & Company, P.C.

Stephanie A. Bruno
Nixon Peabody LLP

Alice D. Burley
SCS Financial

Hillary Burr
Wolf & Company, P.C.

Trevor D. Byrne, CFP
The Whalen Byrne Group at Morgan Stanley

Jeffrey Cashman
USI Insurance Services

Lennox Chase
Needham Bank

Courtney Christianson
QED Investors

Jennifer Civitella Hilario
JC Hilario, PC

Andrew Clark
Marcum LLP

Liza M. Connelly
CIBC Private Wealth Management

Matthew Conroy
Altium Wealth Management

Erin J. Cooper
PNC

Kristin Costa
RSM US LLP

Chelsea Davis
Spark Capital

Jayson DeAngelis, CFP®
Ballentine Partners, LLC

Jennifer DeSisto
Anchor Capital Advisors LLC

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Eisner Advisory Group LLC

Maria Egan
Reynders, McVeigh Capital Management, LLC

Annette Eaton
Northern Trust

Ryan D. Ederle
SCS Financial 

Jennifer S. Ewing, Esq.
Choate, Hall & Stewart LLP

F. Brooke Field
Andersen

Stephanie L. Finnegan
CliftonLarsonAllen

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Holly Gately
USI Insurance Services

Alison I. Glover
Mintz Levin

Laura T. Godine, J.D.
Corient Private Wealth LLC

Sarah R. Grandfield
Fiduciary Trust Company

Alexander J. Gross
Cerity Partners

Kelly J. Guarino
Fiduciary Trust

Travis Hall
Leader Bank

Pamela L. Halter
Howland Capital

Michelle S. Harrison
Single Point Partners

Juleby A. Hirsch
TIAA-CREF

Eugene Ho
Verrill Dana LLC

Lilli Homer
SCS Financial

Michael Hough, CPA
Andersen

Nicole Jackson-Leslie
Brown Brothers Harriman

Rachel L. Kalin, Esq.
Bass, Doherty & Finks P.C.

Jeff Kaplan
Risk Strategies Company

Timothy Kierstead
Eaton Vance Investment Counsel

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
The Coyle Company

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Kelly A. Lora Ewart
Ballentine Partners, LLC

Alison E. Lothes
Gilmore, Rees & Carlson PC

Jonah Lupton
Lupton Capital

Jennifer A. Lydon
PwC

Brian Lynch
Lynch Insurance Group

Colleen MacLeod, CPA

Nakia Maddox-Eubanks
Trillium Asset Management

Richelle Maguire
DGC, a division of PKF O'Connor Davies

Christopher F. Mahoney
Captrust

Brooke L. Manfredi
Foster Dykema Cabot & Co., Inc. 

Geoffrey M. Mason, Esq.
Choate, Hall & Stewart LLP

Ruth Mattson
Verrill Dana LLP

Kathleen M. McDonough
Paul | McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Kristen E. Meahl
Fidelity Investments

Amber Mercer
Marsh LLC

Nicole Merrill

Gregg S. Miles, CFP®
Cross Coastal Advisors

Joshua S. Miller
Acadia Management Company, 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

Jennifer A. Moran
Grimes & Company, Inc.

Rebecca J. Mutch
Bank of America

Jennifer Christian Murtie
Ballentine Partners, LLC

Andrew Nigrelli, CMFC®
TIFIN

Adam Ochlis, CPA, MST
Ballentine Partners, LLC

Tiffany A. O'Connell, Esq.
O’Connell Law LLC

Jaclyn S. O’Leary
Day Pitney LLP

Jeffrey Parker
Priority Capital

Martha Payne
Integrated Financial Partners

Adrienne M. Penta
Brown Brothers Harriman

Coco M. Plum
Paul | McCoy Family Office Services LLP

Michelle M. Porter
Goulston & Storrs PC

Jharid Pratt
Granite Peak Associates

Robert W. Prifti, CFP®, CPA
Andersen

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

David S. Raymon
Day Pitney LLP

April Rey
Marsh McLennan Agency LLC

Susan A. Robb
Day Pitney LLP

Elliot Rotstein
Ballentine Partners, LLC

Julie Rousseau
First Republic Private Wealth Management

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Gingko Bioworks

Jordana G. Schreiber
Day Pitney LLP 

Kristin Shirahama, Esq.
Bowditch & Dewey

Angela P. Simmons
JDJ Family Office Services

Molly Soiffer
Bove & Langa

Leanne Stafford
DGC, a division of PKF O'Connor Davies

Craig Standish
Brown Advisory

Jessica Sullivan
PwC

Melissa E. Sydney
Tarlow, Breed, Hart & Rodgers, P.C.

Allison L. Taff, CWS
SEMCAP

Barbara Targum
Dwight Rudd Insurance

Bradford Taylor
Citrin Cooperman

Kyle Tracey
SCS Financial

Scott D. Tuxbury, AIF
Sapers & Wallack, Inc.

Richard D. Tyson
Fiduciary Trust Company

Jonathan Vostok
Ernst & Young LLP

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