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:
Members of the Professional Advisors Network are professionals from a variety of disciplines, including: attorneys, accountants, financial planners and insurance professionals.
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
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