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.
Steven M. Ayr
Associate
Fort Point Legal powered by Casner & Edwards, LLP
Brad Bedingfield
Partner
Hemenway & Barnes LLP
Kevin M. Bergesen
Trust Officer
Beacon Trust Company
Ryan P. Brunell
Tax Senior Manager
Wolf & Company, P.C.
Liza M. Connelly
Senior Vice President, Fiduciary Advisor
CIBC Private Wealth Management
Erin J. Cooper
Vice President & Relationship Manager
Cambridge Trust Company
Kristin Costa
Senior Manager
RSM US LLP
Maria Egan
Portfolio Manager and Shareholder Engagement
Manager
Reynders, McVeigh Capital Management, LLC
Stephanie L. Finnegan
Manager
BlumShapiro
Holly Gately
Vice President, Sales & Marketing
Felton, Berlin & Erdmann Insurance Services, Inc.
Sarah R. Grandfield
Counsel
Verrill Dana LLP
Pamela L. Halter
Partner
Pabian & Russell, LLC
Lilli Homer
Vice President
SCS Financial
Jessica L. Lambert
Counsel
Choate Hall & Stewart LLP
Brian Lynch
Owner
Lynch Insurance Group
Christopher F. Mahoney
Managing Director
RINET Company, LLC
Jennifer A. Moran
Financial Advisor
Grimes & Company, Inc.
Rebecca J. Mutch
Counsel
Arent Fox
Jaclyn S. O’Leary
Counsel
Day Pitney LLP
Jharid Pratt
Principal
Abbott, Pratt & Associates
David S. Raymon
Associate
Burns & Levinson LLP
Susan A. Robb
Vice President & Senior Trust Officer
First Republic Trust Company
Craig Standish
Strategic Advisor, Boston Operating Officer
Brown Advisory
Melissa E. Sydney
Partner
Tarlow, Breed, Hart & Rodgers, P.C.
Barbara Targum
Managing Director
Dwight Rudd Insurance
Debra A. Whitney
Senior Client Advisor
Ballentine Partners
Susan L. Abbott, Esq.
Goodwin Procter
Sarah M. Allen, Esq.
Rice, Heard & Bigelow, Inc.
Kelly Aylward
Lourie & Cutler, P.C.
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
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
Matthew Conroy
Argent Wealth Management, LLC
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
F. Brooke Field
Andersen Tax
Caroline Gaffney, CFP®, CFA
Atwater Wealth Management
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
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
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
Colleen MacLeod, CPA
Nakia Maddox-Eubanks
CIBC Private Wealth Management
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, MST
Acorn Financial
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
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
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
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
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