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October Round Table Breakfast: Members Only *
Event Details

Registration List: October Round Table Breakfast: Members Only *

Mark Alaimo
Mark J. Alaimo, CPA/PFS, CFP, AEP
RSVP Comments: N/A
Attending: Yes
Barbara Attardo
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Laura K. Barooshian
DiCicco, Gulman & Company LLP
RSVP Comments: N/A
Attending: Yes
Julie Barron
Wilmington Trust Company
RSVP Comments: N/A
Attending: Yes
Heather Bartel
Squillace & Associates, P.C.
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
J. Frederick Bush
The Freedom Trust Company of America
RSVP Comments: N/A
Attending: Yes
Steven Carr
Pabian & Russell LLC
RSVP Comments: N/A
Attending: Yes
Kyle Carrigan
McSweeney & Ricci Insurance Agency
RSVP Comments: N/A
Attending: Yes
Nancy Chisholm
Rockland Trust Company
RSVP Comments: N/A
Attending: Yes
Stephen Colella
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Darlene Dahl
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Dana Darlington
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Lauren Desforge
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Steven DiVirgilio
Steven DiVirgilio CPA
RSVP Comments: N/A
Attending: Yes
Steven DiVirgilio
Steven DiVirgilio CPA
RSVP Comments: N/A
Attending: Yes
Peter Donohoe
Webster Bank - LPL
RSVP Comments: N/A
Attending: Yes
Beata Dragovics
Freedom Trail Financial
RSVP Comments: N/A
Attending: Yes
Richard Dunsmore
Arons & Dunsmore Insurance Agency
RSVP Comments: N/A
Attending: Yes
Brian Eddy
Eddy Company
RSVP Comments: N/A
Attending: Yes
Dale Edmunds
US Trust, Bank of America
RSVP Comments: N/A
Attending: Yes
Barbara Epstein
Scheier Katin & Epstein, P.C.
RSVP Comments: N/A
Attending: Yes
Veronica Ferro
People's United Advisors
RSVP Comments: N/A
Attending: Yes
Daniel Flanagan
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Jennifer Flanagan
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Lauren Gates
Blum, Shapiro & Company, P.C.
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Cambria Happ
McKenna Management Inc
RSVP Comments: N/A
Attending: Yes
Jason Heman
RSVP Comments: N/A
Attending: Yes
Quinn Hetrick
Mintz
RSVP Comments: N/A
Attending: Yes
Karen Hill
McKenna Management Inc
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
RSVP Comments: N/A
Attending: Yes
Rachael Hylan
Caras & Shulman PC
RSVP Comments: N/A
Attending: Yes
Sandra Intinarelli
RSVP Comments: N/A
Attending: Yes
Rachel Kalin
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
David Keefe
4-Point Financial
RSVP Comments: N/A
Attending: Yes
Jason Lea
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Jennifer Leisman Dessert
Leisman Insurance Agency, Inc
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
Michael McDonough
Citizens Bank - Wealth Management
RSVP Comments: N/A
Attending: Yes
Brett Mirliani
Birch Hill Investment Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Michelle Morris
BRIO Financial Planning
RSVP Comments: N/A
Attending: Yes
Taylor Morrison
Boston Financial Management, LLC
RSVP Comments: N/A
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
Natalene Ong
Samuel, Sayward & Baler LLC
RSVP Comments: N/A
Attending: Yes
Christopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Christopher Perry
The Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Rebecca Pouliot
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Susan Robb
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
Beverly Rodrigue
Lake Street Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Diane Rooney
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Theresa Rosen
Prudence Financial, Inc
RSVP Comments: N/A
Attending: Yes
Kylie Ruschioni
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
Timothy Scanlan
Bass, Doherty & Finks PC
RSVP Comments: N/A
Attending: Yes
Randy Schneider
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Stephen M. and Iris Schnitzer
Ms.
RSVP Comments: N/A
Attending: Yes
Mary Shahian
Daintree Advisors, LLC
RSVP Comments: N/A
Attending: Yes
William Speciale
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Scott Squillace
Squillace & Associates, P.C.
RSVP Comments: Session 2: How to Talk to Your Clients about Charitable Giving
Attending: Yes
Michael Steinberg
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Anne Sternlicht
Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
David Valente
Tarlow Breed Hart & Rodgers, P.C.
RSVP Comments: N/A
Attending: Yes
Elana Vasi
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Alice K. Walsh
Middleton & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Christine Whitman
LYNCH FINK & LABELLE LLP
RSVP Comments: N/A
Attending: Yes
Denise Yurkofsky
Law Office of Denise N. Yurkofsky
RSVP Comments: N/A
Attending: Yes
Sahri Zeger
CohnReznick LLP
RSVP Comments: N/A
Attending: Yes