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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 and President
Daintree Advisors LLC

Lauren E. Atsalis
Attorney
La Tanzi, Spaulding & Landreth LLP

Stephanie A. Bruno
Partner
Nixon Peabody LLP

Kelley A. Crisp
Associate
Ropes & Gray LLP

Chelsea Davis
Family Office Director
Spark Capital
2021-2022 PAN Vice Chair

Ryan D.  Ederle
Vice President
SCS Financial

Kelly Lora Ewart
Vice President of Strategic Partnerships
PURE Insurance

Michelle S. Harrison
Wealth Planner
Ballentine Partners

Eugene Ho
Partner
Verrill Dana LLC

Nicole Jackson-Leslie
Vice President
Brown Brothers Harriman

Tyler Lewis
Portfolio Manager & Partner
Brown Advisory

Benjamin J.  Linares
Case Design Analyst
The Coyle Company

Richelle Maguire
Partner
DiCicco, Gulman & Company LLP

JonPaul McBride
Financial Planner
Adviser Investments, LLC

Amber Mercer
Assistant Vice President, Project Manager
Marsh LLC

Joanna Powell
Managing Director
CBIZ, Inc.

Luz-Maria Sheridan
Senior Accountant
CliftonLarsonAllen

Angela P. Simmons
Senior Manager/Vice President
JDJ Family Office Services

Molly Soiffer
Attorney
Bove & Langa
2021-2022 PAN Chair

Christian C. Stone
Vice President, Private Banking
Cambridge Trust Company

Janice C. Sturchio
Senior Director
BNY Mellon Wealth Management

Jennifer D. Taddeo
Partner
Conn Kavanaugh Rosenthal Peisch & Ford, LLP

Maureen M. Villadelgado
Principal
Clarkin & Phillips, P.C.

Jonathan Vostok
Senior Tax Manager
Ernst & Young LLP

Matthew D. Whitehead
Partner
Feinberg Hanson LLP

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

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

Kelly Aylward
Lourie & Cutler, P.C

Steven M. Ayr 
Casner & Edwards, LLP

Laura K. Barooshian, CPA, MST
DiCicco, Gulman & Company LLP

Brett J. Barthelmeh, Esq.
Squillace & Associates, P.C.

Brad Bedingfield
Hemenway & Barnes LLP

Sandrine Benevides
Andersen

Ryan Benson
Aspiriant

Kevin M. Bergesen
Beacon Trust

John H. Biebel, J.D., CFP®
Ridley Cove Financial Advisors LLC

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

Alice D. Burley
SCS Financial

Hillary Burr
Wolf & Company, P.C.

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

Jeffrey Cashman
Marsh USA

Lennox Chase
Needham Bank

Jennifer Civitella Hilario
Attorney at Law

Andrew Clark
Marcum LLP

Liza M. Connelly
CIBC Private Wealth Management

Matthew Conroy
Argent Wealth Management, LLC

Erin J. Cooper
Cambridge Trust Company

Kristin Costa
RSM US LLP

Jayson DeAngelis, CFP®
Ballentine Partners

Jennifer DeSisto
Anchor Capital Advisors LLC

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Marcum LLP

Maria Egan
Reynders, McVeigh Capital Management, LLC

Annette Eaton
Northern Trust

Jennifer S. Ewing, Esq.
Ropes & Gray

F. Brooke Field
Andersen

Stephanie L. Finnegan
CliftonLarsonAllen

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Holly Gately
Felton, Berlin & Erdmann Insurance Services, Inc.

Alison I. Glover
Mintz Levin

Laura T. Godine, J.D.
Eaton Vance Investment Counsel

Sarah R. Grandfield
Verrill Dana LLP

Alexander J. Gross
Daintree Advisors LLC 

Kelly J. Guarino
Fiduciary Trust

Travis Hall
Leader Bank

Pamela L. Halter
Pabian & Russell, LLC

Juleby A. Hirsch
TIAA-CREF

Lilli Homer
SCS Financial

Michael Hough, CPA
Andersen

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

William Leisman
Leisman Insurance Agency, Inc.

Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency, Inc.

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Alison E. Lothes
Gilmore, Rees & Carlson PC

Jonah Lupton
Intercapital Group

Jennifer A. Lydon
PwC

Brian Lynch
Lynch Insurance Group

Colleen MacLeod, CPA
BBR Partners, LLC

Nakia Maddox-Eubanks
Bainco International Investors

Christopher F. Mahoney
RINET Company, LLC

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

Geoffrey M. Mason, Esq.
Ropes & Gray

Ruth Mattson
Vacovec, Mayotte & Singer, LLP

Kathleen M. McDonough
Paul McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Kristen E. Meahl
Fidelity Investments

Nicole Merrill

Gregg S. Miles, CFP®
Cross Coastal Advisors

Joshua S. Miller
CIBC Private Wealth Management 

Laurel M. Millette
Pabian & Russell, LLC

Marc E. Mingolelli, AIF
Pinnacle Financial Group

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
Eaton Vance Investment Counsel

Jennifer Christian Murtie
Ballentine Partners

Andrew Nigrelli, CMFC®
Northeast Planning Associates, Inc.

Adam Ochlis, CPA, MST
Ballentine Partners

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

Jaclyn S. O’Leary
Day Pitney LLP

Jeffrey Parker

Martha Payne
LPL Financial

Adrienne M. Penta
Brown Brothers Harriman

Coco M. Plum
Paul McCoy Family Office Services LLP

Michelle M. Porter
Goulston & Storrs PC

Jharid Pratt
Abbott, Pratt & Associates

Robert W. Prifti, CFP®, CPA
Andersen

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

David S. Raymon
Burns & Levinson LLP

April Rey
Marsh USA

Susan A. Robb
Day Pitney LLP

Elliot Rotstein
Management Planning, Inc.

Julie Rousseau
First Republic Private Wealth Management

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Ballentine Partners

Jordana G. Schreiber
Day Pitney LLP 

Kristin Shirahama, Esq.
Bowditch & Dewey

Leanne Stafford
DiCicco, Gulman & Co., LLP

Craig Standish
Brown Advisory

Jessica Sullivan
PwC

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

Allison L. Taff, CWS
Wheels Up

Barbara Targum
Dwight Rudd Insurance

Bradford Taylor
Marcum LLP

Kyle Tracey
SCS Financial

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

Richard D. Tyson
Wilmington Trust

Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP

Anne Warren
Brown Brothers Harriman

Sara A. Wells, Esq.
Morgan, Lewis & Bockius LLP

Courtney Wilkinson
The Blackstone Group

Debra A. Whitney
Ballentine Partners