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February Round Table Breakfast: Members Only
Event Details

Registration List: February Round Table Breakfast: Members Only

Samuel Afari-Aikins
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Sarah Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Laura Ames
Bass, Doherty & Finks, P.C.
RSVP Comments: N/A
Attending: Yes
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Laura Berard
Andersen Tax LLC
RSVP Comments: N/A
Attending: Yes
Matthew Bride
U.S. Trust
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Thomas Burns
Fortress Storage
RSVP Comments: N/A
Attending: Yes
Steven Carr
Pabian & Russell LLC
RSVP Comments: N/A
Attending: Yes
Gabrielle Clemens
UBS Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Michael Cosentino
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Marlee Cowan
Pabian & Russell
RSVP Comments: N/A
Attending: Yes
Kyle Cox
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Darlene Dahl
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Peter Donohoe
Webster Bank - LPL
RSVP Comments: N/A
Attending: Yes
Christopher Duffy
Capital Analysts of New England
RSVP Comments: N/A
Attending: Yes
Dale Edmunds
US Trust, Bank of America
RSVP Comments: N/A
Attending: Yes
Veronica Ferro
People's United Bank
RSVP Comments: N/A
Attending: Yes
Jessie Foster
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Quinn Hetrick
Mintz Levin
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
RSVP Comments: N/A
Attending: Yes
Rachel Kalin
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
Evan Kaplan
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Allyson Lee
Allyson Lee Art Appraisal Services
RSVP Comments: N/A
Attending: Yes
Carolyn Macedo
Boston Private
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
Marcum LLP
RSVP Comments: N/A
Attending: Yes
Maureen Mayotte
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Erin McKee
The Coyle Company Insurance Group, LLC
RSVP Comments: N/A
Attending: Yes
Kristen Meahl
Commonwealth Planning Group
RSVP Comments: N/A
Attending: Yes
Micaela Mirabassi
U.S. Trust
RSVP Comments: N/A
Attending: Yes
Michael Moran
CFG Brokerage Network
RSVP Comments: N/A
Attending: Yes
Taylor Morrison
Boston Private
RSVP Comments: N/A
Attending: Yes
Roger Moulton
LPL Financial Services
RSVP Comments: N/A
Attending: Yes
Paul Mutch
First Republic Investment Management
RSVP Comments: N/A
Attending: Yes
Paul Nadeau
Kahn, Litwin, Renza & Co., Ltd.
RSVP Comments: N/A
Attending: Yes
Alisa O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
Stephen Pepe
Reverse Mortgage Funding, LLC
RSVP Comments: N/A
Attending: Yes
Christopher Perry
The Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Mary Phillips
GMA Foundations
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Nancy Place
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
John Przybylski
Pathstone Federal Street
RSVP Comments: N/A
Attending: Yes
Jennifer Reardon
RBC Wealth Management
RSVP Comments: N/A
Attending: Yes
Thomas J. Reardon
Highland Capital Brokerage
RSVP Comments: N/A
Attending: Yes
Morris Robinson
M. Robinson & Co., P.C.
RSVP Comments: N/A
Attending: Yes
Debbie Robinson
M. Robinson Tax Law
RSVP Comments: N/A
Attending: Yes
Beverly Rodrigue
RSVP Comments: N/A
Attending: Yes
Diane Rooney
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Mark Ryan
Ryan Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Matthew Santangelo
Northern Trust
RSVP Comments: N/A
Attending: Yes
Steve Sarcione
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Caren Schindel
McLauhglin, Richards, Biller & Schindel
RSVP Comments: N/A
Attending: Yes
Randy Schneider
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Iris Taymore Schnitzer
Law Office of Iris Taymore Schnitzer
RSVP Comments: N/A
Attending: Yes
Michael Steinberg
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Christian Stone
PRW Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Matthew Sullivan
Penn Mutual Life Insurance Company
RSVP Comments: N/A
Attending: Yes
Leann Sullivan, CFP
TFC Financial Management, Inc
RSVP Comments: N/A
Attending: Yes
David Sweeney
Citizens Bank - Wealth Management
RSVP Comments: N/A
Attending: Yes
Stefan Thielen
Schechter Wealth
RSVP Comments: N/A
Attending: Yes
David Typermass
Morgan Stanley Wealth Management
RSVP Comments: N/A
Attending: Yes
Elana Vasi
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Frederick Warburg
Siharum Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Andrea Weltman
Morrissey, Hawkins & Lynch
RSVP Comments: N/A
Attending: Yes
R. Angus West
West Family Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Peter Whitlock
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Ryan Zimmerman
MSA Financial
RSVP Comments: N/A
Attending: Yes