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.
Lauren E. Atsalis
Associate
Bass Doherty & Finks, P.C.
Stephanie A. Bruno
Partner
Nixon Peabody LLP
Erin J. Cooper
Vice President & Relationship Manager
Cambridge Trust Company
Chelsea Davis
Family Office Director
Spark Capital
Ryan D. Ederle
Vice President
SCS Financial
Stephanie L. Finnegan
Tax Director
CliftonLarsonAllen
Sarah R. Grandfield
Partner
Verrill Dana LLP
Lilli Homer
Director
SCS Financial
Jessica L. Lambert
Partner
Choate Hall & Stewart LLP
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
Kristen E. Meahl
Financial Consultant
Fidelity Investments
Amber Mercer
Assistant Vice President, Senior Client Advisor
Marsh Private Client Services
Brett A. Mirliani
Managing Director
Birch Hill Investment Advisors LLC
Jennifer A. Moran
Financial Advisor
Grimes & Company, Inc.
Jaclyn S. O’Leary
Partner
Day Pitney LLP
Angela P. Simmons
Senior Manager/Vice President
JDJ Family Office Services
Molly Soiffer
Attorney
Bove & Langa
2020-2021 PAN Vice Chair
Melissa E. Sydney
Partner
Tarlow, Breed, Hart & Rodgers, P.C.
Barbara Targum
Managing Partner
Dwight Rudd Insurance
2020-2021 PAN Chair
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
Associate
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
Principal
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
Senior Vice President
CIBC Private Wealth Management
Matthew Conroy
Argent Wealth Management, LLC
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
Portfolio Manager and Shareholder Engagement
Manager
Reynders, McVeigh Capital Management, LLC
Annette Eaton
Northern Trust
Jennifer S. Ewing, Esq.
Ropes & Gray
F. Brooke Field
Andersen
Caroline Gaffney, CFP®, CFA
Atwater Wealth Management
Holly Gately
Vice President, Sales & Marketing
Felton, Berlin & Erdmann Insurance Services, Inc.
Alison I. Glover
Mintz Levin
Laura T. Godine, J.D.
Eaton Vance Investment Counsel
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
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
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
Owner
Lynch Insurance Group
Colleen MacLeod, CPA
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
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
Brian W. Monnich, Esq.
Choate Hall & Stewart LLP
Rebecca J. Mutch
Vice President, Wealth Planning Advisor
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
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
Principal
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
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
Allison L. Taff, CWS
Wheels Up
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
Partner & Senior Client Advisor
Ballentine Partners