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.
Samuel Afari-Aikins
Partner
Cerity Partners
Yvan Bodart
Principal, Investment Advisor
F.L. Putnam
Aimee Fukuchi Bryant
Vice President & Trust Counsel
Fiduciary Trust Company
Andrew Busa
Director of Financial Planning
RWA Wealth Partners, LLC
Raj Chokhani
Advisor
Paul | McCoy Family Office Services LLP
Kelley A. Crisp
Attorney
Sean Donovan
Vice President and Senior Trust Advisor
Northern Trust
Sean Edwards
Senior Wealth Advisor
Ballentine Partners, LLC
Ariel Fortunato
Strategic Advisor
Brown Advisory
Linda Liu
Associate
Lourie & Cutler, P.C.
JonPaul McBride
Wealth Advisor
The Colony Group
2023-2024 PAN Chair
Sarah Moore
Director, Advisor Relations
The Coyle Company
Alanna Paiva
Vice President
SCS Financial
Lucas D. Parker
Senior Manager
Wolf & Company, P.C.
Joanna Powell
Managing Director
CBIZ, Inc.
Randy Schneider
Managing Partner
Dwight Rudd Insurance
Heidi Seely
Partner
Day Pitney LLP
Nikki Marie Sherwood
Partner
Nutter McClennen & Fish LLP
2023-2024 PAN Vice Chair
Nikkisha Spencer
Senior Relationship Manager
Trove
Christian C. Stone
Senior Vice President, Senior Relationship Strategist
PNC Private Bank
Janice C. Sturchio
Senior Director
BNY Mellon Wealth Management
Valerie Sussman
Legal Counsel
Hurwit & Associates
Jennifer D. Taddeo
Estate Planning Attorney and Owner
Estatewise Advisory, LLC
Maureen M. Villadelgado
Principal
Clarkin & Phillips, P.C.
Karen Witherell
Partner
Bove & Langa
PAN Alumni
Susan L. Abbott, Esq.
Goodwin Procter
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
DGC, a division of PKF O'Connor Davies
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
USI Insurance Services
Lennox Chase
Needham Bank
Courtney Christianson
QED Investors
Jennifer Civitella Hilario
JC Hilario, PC
Andrew Clark
Marcum LLP
Liza M. Connelly
CIBC Private Wealth Management
Matthew Conroy
Altium Wealth Management
Erin J. Cooper
PNC
Kristin Costa
RSM US LLP
Chelsea Davis
Spark Capital
Jayson DeAngelis, CFP®
Ballentine Partners, LLC
Jennifer DeSisto
Anchor Capital Advisors LLC
John Dinneen, CPA
Battery Global Advisors
Susan N. Dupuis, Esq.
Eisner Advisory Group 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
Caroline Gaffney, CFP®, CFA
Atwater Wealth Management
Holly Gately
USI Insurance Services
Alison I. Glover
Mintz Levin
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
Travis Hall
Leader Bank
Pamela L. Halter
Howland Capital
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
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, LLC
William Leisman
Leisman Insurance Agency, Inc.
Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency, Inc.
Tyler Lewis
Brown Advisory
Benjamin J. Linares
The Coyle Company
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
Nakia Maddox-Eubanks
Trillium Asset Management
Richelle Maguire
DGC, a division of PKF O'Connor Davies
Christopher F. Mahoney
Captrust
Brooke L. Manfredi
Foster Dykema Cabot & Co., Inc.
Geoffrey M. Mason, Esq.
Choate, Hall & Stewart LLP
Ruth Mattson
Verrill Dana LLP
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
Acadia Management Company, 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®
TIFIN
Adam Ochlis, CPA, MST
Ballentine Partners, LLC
Tiffany A. O'Connell, Esq.
O’Connell Law LLC
Jaclyn S. O’Leary
Day Pitney LLP
Jeffrey Parker
Priority Capital
Martha Payne
Integrated Financial Partners
Adrienne M. Penta
Brown Brothers Harriman
Coco M. Plum
Paul | McCoy Family Office Services LLP
Michelle M. Porter
Goulston & Storrs PC
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
Kristin Shirahama, Esq.
Bowditch & Dewey
Angela P. Simmons
Trove
Molly Soiffer
Bove & Langa
Leanne Stafford
DGC, a division of PKF O'Connor Davies
Craig Standish
Brown Advisory
Jessica Sullivan
PwC
Melissa E. Sydney
Tarlow, Breed, Hart & Rodgers, P.C.
Allison L. Taff, CWS
SEMCAP
Barbara Targum
Dwight Rudd Insurance
Bradford Taylor
Citrin Cooperman
Kyle Tracey
SCS Financial
Scott D. Tuxbury, AIF
Sapers & Wallack, Inc.
Richard D. Tyson
Fiduciary Trust Company
Jonathan Vostok
Ernst & Young LLP
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