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.

R. Maggie Lopez
Associate
ArentFox Schiff LLP

Victoria McHale
Senior Tax Accountant
Wolf & Company, P.C.

Stephanie Meagher
Vice President – Client Service
SCS Financial

Sarah R. Moore
Director, Advisor Relations
The Coyle Company

Paul L. Nadeau, Jr.
Partner, Private Client Services Group
Kahn, Litwin, Renza
2025-2026 PAN Vice Chair

Alanna Paiva Robinson
Senior Client Advisor
Ballentine Partners, LLC
2025-2026 PAN Chair

John H. Ramsey
Associate
Goulston & Storrs PC 

Saritin E. Rizzuto
Vice President Emerging Market & Community Relations
Metro Credit Union

Allison Robinson
Assistant Vice President | Relationship Manager
Brown Brothers Harriman 

Randy Schneider
Managing Partner
Dwight Rudd Insurance

Heidi Seely
Partner
Day Pitney LLP

Valerie R. Sussman
Legal Counsel
Hurwit & Associates

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

Samuel Afari-Aikins
Cerity Partners

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

Lauren E. Atsalis

Kelly Aylward
Goulston & Storrs PC

Steven M. Ayr 
Casner & Edwards, LLP

Laura K. Barooshian, CPA, MST
PKF O'Connor Davies, LLP 

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

Brad Bedingfield
Hemenway & Barnes LLP

Sandrine Benevides
Andersen

Ryan Benson
Aspiriant

Kevin M. Bergesen
Private Family Trust Company

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

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

Stephanie A. Bruno
Nixon Peabody LLP

Alice D. Burley
SCS Financial

Hillary Burr
Wolf & Company, P.C.

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

Jeffrey Cashman
Ironside Insurance Group, LLC

Lennox Chase
Needham Bank

Courtney Christianson
25madison

Raj Chokhani
Paul | McCoy Family Office Services LLP

Jennifer Civitella Hilario
JC Hilario, PC

Andrew Clark
CBIZ

Liza M. Connelly
CIBC Private Wealth Management

Matthew Conroy
Altium Wealth Management

Erin J. Cooper
PNC

Kristin Costa
RSM US LLP

Kelley A. Crisp
Reynolds Rappaport Kaplan & Hackney, LLC

Chelsea Davis
Academy Park Partners 

Jayson DeAngelis, CFP®
Ballentine Partners, LLC

Jennifer DeSisto
CW Advisors

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Apercen Partners LLC

Maria Egan
Reynders, McVeigh Capital Management, LLC

Annette Eaton
Northern Trust

Ryan D. Ederle
SCS Financial 

Jennifer S. Ewing, Esq.
Choate, Hall & Stewart LLP

F. Brooke Field
Andersen

Stephanie L. Finnegan
CliftonLarsonAllen

Ariel Fortunato
Brown Advisory

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Holly Gately
USI Insurance Services

Alison I. Glover
Mintz

Laura T. Godine, J.D.
Corient Private Wealth LLC

Sarah R. Grandfield
Fiduciary Trust Company

Alexander J. Gross
Cerity Partners

Kelly J. Guarino
Fiduciary Trust Company

Travis Hall
Leader Bank

Pamela L. Halter
SCS Financial

Michelle S. Harrison
Single Point Partners

Juleby A. Hirsch
TIAA-CREF

Eugene Ho
Verrill Dana LLC

Lilli Homer
SCS Financial

Michael Hough, CPA
Andersen

Nicole Jackson-Leslie
Brown Brothers Harriman

Rachel L. Kalin, Esq.
Bass, Doherty & Finks P.C.

Jeff Kaplan
Risk Strategies Company

Timothy Kierstead

Sonia Kowal
Zevin Asset Management, LLC

Richard LaCross, CPA
LaCross Financial Advisors

Jessica L. Lambert
Choate Hall & Stewart LLP

Sheila Chen Lawrence
Ballentine Partners, LLC

William Leisman
Leisman Insurance Agency, Inc.

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

Tyler Lewis
Brown Advisory

Benjamin J. Linares
Empathy

Linda Liu
Lourie & Cutler, P.C.

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Kelly A. Lora Ewart
Ballentine Partners, LLC

Alison E. Lothes
Gilmore, Rees & Carlson PC

Jonah Lupton
Lupton Capital

Jennifer A. Lydon
PwC

Brian Lynch
Lynch Insurance Group

Colleen MacLeod, CPA

Nakia Maddox-Eubanks
Trillium Asset Management

Richelle Maguire
PKF O'Connor Davies, LLP

Christopher F. Mahoney
Captrust

Brooke L. Manfredi
Foster Dykema Cabot & Partners, LLC

Geoffrey M. Mason, Esq.
Choate, Hall & Stewart LLP

Ruth Mattson
Verrill Dana LLP

JonPaul McBride
Focus Partners Wealth

Kathleen M. McDonough
Paul | McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Kristen E. Meahl
Fidelity Investments

Amber Mercer
Marsh LLC

Nicole Merrill

Gregg S. Miles, CFP®
Cross Coastal Advisors

Joshua S. Miller
Minot's Light Management, Inc. 

Laurel M. Millette
Transitions Law LLC

Marc E. Mingolelli, AIF
HUB International

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
Bank of America

Jennifer Christian Murtie
Ballentine Partners, LLC

Andrew Nigrelli, CMFC®
Connective Technologies LLC

Adam Ochlis, CPA, MST
Ballentine Partners, LLC

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

Jaclyn S. O’Leary
Goulston & Storrs PC

Lucas D. Parker
Wolf & Company, P.C.

Jeffrey Parker
Priority Capital

Martha Payne
Integrated Financial Partners

Adrienne M. Penta
SCS Financial

Coco M. Plum
Paul | McCoy Family Office Services LLP

Michelle M. Porter
Goulston & Storrs PC

Joanna Powell
CBIZ, Inc.

Jharid Pratt
Granite Peak Associates

Robert W. Prifti, CFP®, CPA
Andersen

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

David S. Raymon
Day Pitney LLP

April Rey
Marsh McLennan Agency LLC

Susan A. Robb
Day Pitney LLP

Elliot Rotstein
Ballentine Partners, LLC

Julie Rousseau
First Republic Private Wealth Management

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Gingko Bioworks

Jordana G. Schreiber
Day Pitney LLP

Nikki Marie Sherwood
Nutter McClennen & Fish LLP

Kristin Shirahama, Esq.
Bowditch & Dewey

Angela P. Simmons
Trove

Molly Soiffer
Bove Langa Witherell & Soiffer

Nikkisha Spencer
Trove

Leanne Stafford
PKF O'Connor Davies, LLP

Craig Standish
Brown Advisory

Christian C. Stone
PNC Private Bank

Janice C. Sturchio
BNY Mellon Wealth Management

Jessica Sullivan
PwC

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

Jennifer D. Taddeo
Estatewise Advisory, LLC

Allison L. Taff, CWS
SEMCAP

Barbara Targum
Dwight Rudd Insurance

Bradford Taylor
Citrin Cooperman

Kyle Tracey
SCS Financial

Scott D. Tuxbury, AIF
Cambridge Trust

Richard D. Tyson
Fiduciary Trust Company

Maureen M. Villadelgado
Gilmore, Rees & Carlson P.C.

Jonathan Vostok
EY

Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP

Anne Warren
Brown Brothers Harriman

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

Matthew D. Whitehead
Feinberg Hanson LLP

Debra A. Whitney
Ballentine Partners, LLC

Karen Witherell
Bove Langa Witherell & Soiffer