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Holiday Networking Reception: Members Only
Event Details

Registration List: Holiday Networking Reception: Members Only

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Patricia Annino
RIMON PC
RSVP Comments: yes
Attending: Yes
David Appel
Appel Insurance Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Lauren Atsalis
Bass, Doherty & Finks, P.C.
RSVP Comments: N/A
Attending: Yes
Laurie Austin
DiCicco, Gulman & Company LLP
RSVP Comments: N/A
Attending: Yes
Kelly Aylward
Lourie & Cutler
RSVP Comments: N/A
Attending: Yes
William Baldwin
Argent Wealth Management 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
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Michael Bass
Bass, Doherty & Finks, P.C.
RSVP Comments: N/A
Attending: Yes
Daniel Beauchemin
U.S. Trust Bank of America
RSVP Comments: N/A
Attending: Yes
Emily Beekman
Casner & Edwards LLP
RSVP Comments: N/A
Attending: Yes
Aaron Beltrami
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Joseph Bierwirth
Hemenway & Barnes LLP
RSVP Comments: N/A
Attending: Yes
Tom Bishop
The Bishop Company, LLC
RSVP Comments: N/A
Attending: Yes
Jane Borthwick
Ronald Varney Fine Art Advisors
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Alexander Bove
Bove & Langa, PC
RSVP Comments: N/A
Attending: Yes
John, W Breedlove
The Moody Street Group
RSVP Comments: N/A
Attending: Yes
Margaret Brennan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Matthew Bride
U.S. Trust
RSVP Comments: N/A
Attending: Yes
Kenneth Brier
Brier & Ganz LLP
RSVP Comments: N/A
Attending: Yes
Caroline Brooks
John Hancock
RSVP Comments: N/A
Attending: Yes
Amy Brown
CohnReznick LLP
RSVP Comments: N/A
Attending: Yes
Mike Brown
Boston Financial Mgt
RSVP Comments: N/A
Attending: Yes
Ryan Brunell
Wolf & Company, P.C.
RSVP Comments: N/A
Attending: Yes
Daniel Buckley
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Seth Buckley
Buckley Financial
RSVP Comments: N/A
Attending: Yes
Darian Butcher
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
David Camelio
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Elizabeth Campana
Cabot-Wellington
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
Jeff Cashman
Marsh Private Client Services
RSVP Comments: N/A
Attending: Yes
Allison Catanese
Riemer & Braunstein LLP
RSVP Comments: N/A
Attending: Yes
Yasmin Causer
KLR
RSVP Comments: N/A
Attending: Yes
Geoffrey Chamberlain
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Leonard Clark
Marcum LLP
RSVP Comments: N/A
Attending: Yes
Kathaleen Coelho
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
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
Lynsey Cozens
Oak Financial
RSVP Comments: N/A
Attending: Yes
George Cushing
McLane Middleton, Professional Association
RSVP Comments: N/A
Attending: Yes
Dana Darlington
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Jessica Demmerly
Pabian & Russell, LLC
RSVP Comments: N/A
Attending: Yes
Steven DiVirgilio
Steven DiVirgilio CPA
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Steven Dray
Zevin Asset Management, LLC
RSVP Comments: N/A
Attending: Yes
Michelle DuBois
Winston Art Group
RSVP Comments: N/A
Attending: Yes
Rich Dunsmore
Arons & Dunsmore Insurance Agency
RSVP Comments: N/A
Attending: Yes
Susan Eddy
Bank of America-US Trust
RSVP Comments: N/A
Attending: Yes
Brian Eddy, CFA, CFP(R), AEP(R)
Eddy Company
RSVP Comments: N/A
Attending: Yes
Ryan Ederle
UBS Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Dale Edmunds
US Trust, Bank of America
RSVP Comments: N/A
Attending: Yes
Ellen Essenfeld
Luxe d'Europa LLC
RSVP Comments: N/A
Attending: Yes
Kelly Ewart
PURE Insurance
RSVP Comments: N/A
Attending: Yes
Susan Farris
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Dan Flanagan
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Alice Flanagan
US Trust Bank of America Private Wealth
RSVP Comments: N/A
Attending: Yes
Jennifer Flanagan
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Barbara Freedman Wand
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Andrew Frieze
Frieze Cramer Rosen & Huber, LLP
RSVP Comments: N/A
Attending: Yes
Caroline Gaffney
Atwater Wealth Management
RSVP Comments: N/A
Attending: Yes
Holly Gately
Felton, Berlin & Erdmann Insurance Services, Inc.
RSVP Comments: N/A
Attending: Yes
Lauren Gates
Blum, Shapiro & Company, P.C.
RSVP Comments: N/A
Attending: Yes
Matt Giorgetti
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Laura Godine
Eaton Vance Investment Counsel
RSVP Comments: N/A
Attending: Yes
Roberta Grainger
US Trust Bank of America
RSVP Comments: N/A
Attending: Yes
Alisa Hacker
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
Travis Hall
Leader Bank
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Mitchell Halpern
KLR
RSVP Comments: N/A
Attending: Yes
Pamela Halter
Pabian & Russell, LLC
RSVP Comments: N/A
Attending: Yes
Megan Hathaway
The Boston Foundation
RSVP Comments: N/A
Attending: Yes
Christie Hedges
Atwater Wealth Management
RSVP Comments: N/A
Attending: Yes
Paul Higgins
Heritage Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Matthew Hillery
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Jillian Hirsch
Hirsch Law LLC
RSVP Comments: N/A
Attending: Yes
Sam Hodgson
First Republic Investment Management
RSVP Comments: N/A
Attending: Yes
Terry Holmgren
Community Work Services
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Nicole Hostettler
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Melissa Jacoby
Goulston & Storrs, PC
RSVP Comments: N/A
Attending: Yes
Bill Jarry
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Kristen Jilek
Boston Private Bank & Trust Company
RSVP Comments: N/A
Attending: Yes
Donald Jones
U.S. Trust, Bank of America Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Dale Kaiser
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes
Rachel Kalin
Bass, Doherty & Finks, P.C
RSVP Comments: N/A
Attending: Yes
Mark Kane
CIBC Private Wealth
RSVP Comments: N/A
Attending: Yes
Peter Kaplan
The Coyle Company
RSVP Comments: N/A
Attending: Yes
Kathleen Kazmarek
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
David Keefe
4-Point Financial
RSVP Comments: N/A
Attending: Yes
Kathleen Kenealy
Boston Private Wealth
RSVP Comments: N/A
Attending: Yes
Randy Kinard
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Tim King
Merrill Lynch Private Banking & Investment Group
RSVP Comments: N/A
Attending: Yes
William Kirchick
Nutter, McClennen & Fish, LLP
RSVP Comments: N/A
Attending: Yes
Ken Knox
Tenzing Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Alisa Kreger
TD Wealth
RSVP Comments: N/A
Attending: Yes
Jake Kucharzyk
BNY Mellon
RSVP Comments: N/A
Attending: Yes
Melissa Langa
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
Bill Leisman
Leisman Insurance Agency, Inc.
RSVP Comments: N/A
Attending: Yes
Will Leisman
Leisman Insurance Agency, Inc.
RSVP Comments: N/A
Attending: Yes
Jenna Lewis
Ernst & Young US LLP
RSVP Comments: N/A
Attending: Yes
Davina Lewis
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes
Robert Lieberson
Moody Lynn & Lieberson LLC
RSVP Comments: N/A
Attending: Yes
Gregory Lomanno
Wilmington Trust
RSVP Comments: N/A
Attending: Yes
Amy Lonergan
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Jay A Lupica
The Colony Group
RSVP Comments: N/A
Attending: Yes
Brian Lynch
Lynch Insurance Group
RSVP Comments: N/A
Attending: Yes
Carolyn Macedo
Boston Private
RSVP Comments: N/A
Attending: Yes
Rebecca MacGregor
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Chris Macina
Leisman Insurance Agency, Inc.
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Paul Maregni
Wellesley Asset Management
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Vacovec, Mayotte & Singer, LLP
RSVP Comments: N/A
Attending: Yes
Maureen Mayotte
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Timothy McBride
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Andy McGlynn
Goldman Sachs
RSVP Comments: N/A
Attending: Yes
Kelly McKernan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Kristen Meahl
Commonwealth Planning Group
RSVP Comments: N/A
Attending: Yes
James Medeiros
Ernst & Young US LLP
RSVP Comments: N/A
Attending: Yes
Chris Mellen
Valuation Research Corporation
RSVP Comments: N/A
Attending: Yes
Matthew Metos
Fidelity Personal Trust Company, FSB
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Joshua Miller
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Thomas Mitchell
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Imelda Monaghan
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Kevin Mooney
The PenFacs Group
RSVP Comments: N/A
Attending: Yes
Bill Moran
Bass, Doherty & Finks PC
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
Paul Nadeau
Kahn, Litwin, Renza & Co., Ltd.
RSVP Comments: N/A
Attending: Yes
Megan Neal
Nixon Peabody, LLP
RSVP Comments: N/A
Attending: Yes
Alyson Nickse
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Keiron O Brien
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Adam Ochlis
Ballentine Partners LLC
RSVP Comments: N/A
Attending: Yes
Susan Ogrodnik-Smith
HUB International New England, LLC
RSVP Comments: N/A
Attending: Yes
Jaclyn O'Leary
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
James O'Neil
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Alisa O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Michael Onorato
Boston Private Wealth
RSVP Comments: N/A
Attending: Yes
Michael Orentlich
Orentlich Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Jay Pabian
Pabian & Russell, LLC
RSVP Comments: N/A
Attending: Yes
Daniel Paris
US Trust Bank of America Private Wealth
RSVP Comments: N/A
Attending: Yes
William Parizeau
Cabot Wellington
RSVP Comments: N/A
Attending: Yes
Christopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Thomas Peckham
Morgan Lewis & Bockius LLP
RSVP Comments: N/A
Attending: Yes
Emma Penick
The Boston Foundation
RSVP Comments: N/A
Attending: Yes
Adrienne Penta
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Nancy Place
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Jeff Potter
Ballentine Partners LLC
RSVP Comments: N/A
Attending: Yes
Deirdre Prescott
Sandy Cove Advisors
RSVP Comments: N/A
Attending: Yes
Hillary Koritz Price
Koritz Wealth Strategies, LLC
RSVP Comments: N/A
Attending: Yes
John Przybylski
Pathstone Federal Street
RSVP Comments: N/A
Attending: Yes
Regina Ransford
U.S. Trust Company, N.A.
RSVP Comments: N/A
Attending: Yes
Elizabeth Raymond
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Jesse Reando
US Trust, Bank of America
RSVP Comments: N/A
Attending: Yes
Thomas J. Reardon
Highland Capital Brokerage
RSVP Comments: N/A
Attending: Yes
Jennifer Reardon
RBC Wealth Management
RSVP Comments: N/A
Attending: Yes
Susan Robb
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
Bev Rodrigue
North American Management
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
Elliot Rotstein
MPI Valuation
RSVP Comments: N/A
Attending: Yes
Judith Rowland
Moody, Lynn, & Lieberson, LLC
RSVP Comments: N/A
Attending: Yes
Rita Ryan
Vacovec, Mayotte & Singer, LLP
RSVP Comments: N/A
Attending: Yes
Amy Sahler
Boston Financial Management, LLC
RSVP Comments: N/A
Attending: Yes
Sandra Saner
U. S. Trust
RSVP Comments: N/A
Attending: Yes
Matthew Santangelo
Northern Trust
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
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
Jordana Schreiber
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Jocelyn Schwartz
SCS Financial LLC
RSVP Comments: N/A
Attending: Yes
Robb Scott
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
David Shannon
CCT Insurance Partners
RSVP Comments: N/A
Attending: Yes
Molly Soiffer
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
Scott Squillace
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Leanne Stafford
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Kurt Steinkrauss
Mintz Levin
RSVP Comments: N/A
Attending: Yes
Christian Stone
PRW Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
David G. Strachan
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Christopher N. Sutherland
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Barbara Targum
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Stefan Thielen
Schechter Wealth
RSVP Comments: N/A
Attending: Yes
Rebecca Tunney (Flewelling)
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
Julia Vanzler
Boston Private
RSVP Comments: N/A
Attending: Yes
Katherine Von Kohorn
Casner & Edwards, LLP
RSVP Comments: N/A
Attending: Yes
Jing Wang
JW Insurance and Financial Services
RSVP Comments: N/A
Attending: Yes
Frederick Warburg
Frederick M Warburg
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Amiel Weinstock
AZW Law, LLC
RSVP Comments: N/A
Attending: Yes
Sara Wells
Morgan Lewis & Bockius LLP
RSVP Comments: N/A
Attending: Yes
Peter Whitlock
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Christine Whitman
LYNCH FINK & LABELLE LLP
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Jillian Wickman
Bass, Doherty & Finks, P.C.
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Charles Willauer
Wellesley Investment Partners
RSVP Comments: N/A
Attending: Yes
Karen Witherell
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
Emily Yiannis
Atlantic Trust
RSVP Comments: N/A
Attending: Yes
Audrey Young
McLane Middleton, P.A.
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes