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Committee Leadership
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The Council's success depends in large part on the vision of Committee leaders and the dedicated collaboration among participants, and we are grateful for the many hours these volunteers put in. Engaging in BEPC work through our various Committees enables members to contribute their expertise to the development of the field and to help build value for the organization and the community, as well as enjoying participating in activities with peers.

Our committee members work together via teleconference and web conference, through face-to-face meetings, and using the collaboration tools of our members-only platform. Each BEPC Officer has a portfolio of related committees to which he or she provides oversight, support and liaison to the Board – the complete organizational structure can be seen here.

If you are a member who is interested in becoming involved with any of the BEPC Committees or activities listed below, please get in touch with the appropriate Chair.


2016-2017 Committee Leadership

Annual Gala Committee

Co-Chair: Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
Co-Chair: Alisa O'Neil
Boston Financial         Management           
Vice Chair: Travis Hall
Admirals Bank

Golf Outing Committee

Co-Chair: Christine Fletcher
Burns & Levinson
Co-Chair: Elliot Rotstein
Management Planning, Inc.

Member Involvement Committee

Chair: Liza Connelly
Boston Private Bank & Trust Company
Vice Chair: Alice Burley
   Bessemer Trust      
Vice Chair: Bill Jarry
BNY Mellon Wealth Management 

Membership Committee

Board Member: Steve Sarcione
JDJ Family Office Services
Board Member: Barbara Attardo
Daintree Advisors


Chair: Mark Ryan
Ryan Financial An Office of METLIFE
Vice Chair: Debra Whitney
Ballentine Partners

NAEPC/Council Outreach Committee

Board Member: Dale Ann Kaiser
Kaiser Law Group
 Co-Chair: Tiffany O'Connell
O'Connell Law LLC
Vice Chair:
Wilchins Cosentino & Friend, LLP

Networking Committee

Board Member: John Przybylski
Pathstone Federal Street    
Co-Chair: Zachary Bourque
Rice, Heard & Bigelow
Co-Chair: Christian Stone
 PRW Wealth Management

Programs Committee    


Board Member: Robert Donnelly
Marsh Private Client Services


Round Tables

Co-Chair: Rachel Kalin
Bass, Doherty & Finks, P.C
Co-Chair: Joelle Spear
Canby Financial Advisors

Board Member: Yasmin Causer
            Kahn, Litwin & Renza

Chair: Lisa Rico
    Rico, Murphy & Diamond  
Vice Chair: Eileen Lee Breger
Bowditch & Dewey, LLP 
 Signature Events    
Board Member: Jennifer Leisman Dessert
Leisman Insurance Agency, Inc
Co-Chair: Kelly Lora
Chubb Insurance   
Co-Chair: Amiel Weinstock
Morgan Lewis & Bockius LLP

Public and Community Outreach Committee

 Co-Chair: Beth Milkovits
Atwater Wealth Management
Co-Chair: Laura Godine
The Boston Foundation

Sponsorship Committee

Board: Amy Lonergan
Day Pitney LLP
Co-Chair: Kelly Aylward
Tarlow Breed Hart & Rodgers
Vice Chair: Joseph Bierwirth
Hemenway & Barnes LLP

Marketing & Communications Committee

Co-Chair: Karen McKenna
Tarlow, Breed, Hart & Rodgers, P.C.
Co-Chair: Katie Von Kohorn
Casner & Edwards, LLP
Vice Chair: David Keefe
            4-Point Financial 

Women's Initiative Committee

       Chair: Kylie Ruschioni
JDJ Family Office Services
Vice Chair: Barbara Targum
Dwight Rudd Insurance