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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:
RebeccaMacGregor
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    

 Education

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
   
       
Seminars/Webinars     
       

Board Member: Yasmin Causer
            Kahn, Litwin & Renza

Chair: Lisa Rico
    Rico, Murphy & Diamond  
Vice Chair: Eileen Lee Breger
Hutchings, Barsamian, Mandelcorn & Robinson, 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