SHARE

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.

Kelly Aylward
Partner
Lourie & Cutler, P.C.

Steven M. Ayr 
Associate
Fort Point Legal powered by Casner & Edwards, LLP

Brad Bedingfield 
Counsel
Hemenway & Barnes

Kevin M. Bergesen
Trust Officer
Beacon Trust Company

Ryan P. Brunell
Tax Senior Manager
Wolf & Company, P.C.

Matthew Conroy 
Senior Financial Advisor
Argent Wealth Management, LLC

Kristin Costa
Senior Manager
RSM US LLP

Maria Egan 
Portfolio Manager and Shareholder Engagement 
Manager
Reynders, McVeigh Capital Management, LLC

F. Brooke Field
Director
Andersen Tax LLC

Holly Gately
Vice President, Sales & Marketing
Felton, Berlin & Erdmann Insurance Services, Inc.

Alexander J. Gross
Managing Director and Senior Client Advisor
Daintree Advisors LLC 

Pamela L. Halter
Senior Associate 
Pabian & Russell, LLC

William Leisman
Vice President
Leisman Insurance Agency, Inc.

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

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

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

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

Sandrine Benevides
Andersen Tax

Ryan Benson
Aspiriant

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

Alice D. Burley
SCS Financial Services, LLC

Hillary Burr
Wolf & Company, P.C.

Trevor D. Byrne, CFP
Morgan Stanley

Jeffrey Cashman
Marsh USA

Lennox Chase
Needham Bank

Jennifer Civitella Hilario Attorney at Law

Andrew Clark
Marcum LLP

Jayson DeAngelis, CFP®
Ballentine Partners

Jennifer DeSisto
Anchor Capital Advisors LLC

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Marcum LLP

Annette Eaton
Northern Trust

Jennifer S. Ewing, Esq.
Ropes & Gray

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Alison I. Glover
Mintz Levin

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

Kelly J. Guarino
Fiduciary Trust

Travis Hall
Admirals Bank

Juleby A. Hirsch
TIAA-CREF

Michael Hough, CPA
Andersen Tax

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
KLR

Sheila Chen Lawrence
Ballentine Partners

Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Jonah Lupton
Intercapital Group

Jennifer A. Lydon
PricewaterhouseCoopers



Colleen MacLeod, CPA

SCS Financial Services, LLC

Geoffrey M. Mason, Esq.
Ropes & Gray

Ruth Mattson
Bove & Langa, PC

Kathleen M. McDonough
Paul McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Nicole Merrill, MST
Acorn Financial

Gregg S. Miles, CFP®
Miles Logue Financial Group

Joshua S. Miller
CIBC Atlantic Trust

Laurel M. Millette
Millette Law LLC

Marc E. Mingolelli, AIF
Pinnacle Financial Group

Brian W. Monnich, Esq.
Choate Hall & Stewart LLP

Jennifer S. Christian Murtie
Pathstone Federal Street

Andrew Nigrelli, CMFC®
Pegaesus Advisors

Adam Ochlis, CPA, MST
Ballentine Partners

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

Jeffrey Parker

Martha Payne
LPL Financial

Adrienne M. Penta
Brown Brothers Harriman

Coco M. Plum
Paul McCoy Family Office

Michelle M. Porter
Goulston & Storrs PC

Robert W. Prifti, CFP®, CPA
Andersen Tax

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

April Rey
Marsh USA

Elliot Rotstein
Management Planning, Inc.

Julie Rousseau
Shepherd Kaplan LLC

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Ballentine Partners

Kristin Shirahama, Esq.
Bowditch & Dewey

Leanne Stafford
DiCicco, Gulman & Co., LLP

Allison L. Taff, CWS
Wheels Up

Bradford Taylor
Marcum LLP

Kyle Tracey
SCS Financial Services, LLC

Scott D. Tuxbury, AIF
PFE Group

Richard D. Tyson
US Trust

Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP

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

Courtney Wilkinson
The Blackstone Group