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March Educational Seminar: The Family Dynamics of Wealth
Event Details

Registration List: March Educational Seminar: The Family Dynamics of Wealth

Bianca McLaughlin
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Jane Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Laura K. Barooshian
DiCicco, Gulman & Company LLP
RSVP Comments: N/A
Attending: Yes
Talia Bartash
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Daniel Beauchemin
U.S. Trust Bank of America
RSVP Comments: N/A
Attending: Yes
Maggie Brennan
RSVP Comments: N/A
Attending: Yes
Lauren Brown
Pathstone
RSVP Comments: N/A
Attending: Yes
Alice Burley
SCS Financial
RSVP Comments: N/A
Attending: Yes
James Bush
Bush & Company
RSVP Comments: N/A
Attending: Yes
David Camelio
RSVP Comments: N/A
Attending: Yes
Steven Carr
Pabian & Russell LLC
RSVP Comments: N/A
Attending: Yes
Geoffrey Chamberlain
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Mary Connelly
North American Management Corp
RSVP Comments: N/A
Attending: Yes
Amy Corcoran
Bonhams International Auctioneers & Appraisers
RSVP Comments: N/A
Attending: Yes
Kathryn Craig
DOYLE
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
Rich Dunsmore
Arons & Dunsmore Insurance Agency
RSVP Comments: N/A
Attending: Yes
Ellen Essenfeld
Luxe d'Europa LLC
RSVP Comments: N/A
Attending: Yes
Alexander Gross
Daintree Advisors LLC
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Paul Higgins
Heritage Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Lilli Homer
SCS Financial
RSVP Comments: N/A
Attending: Yes
Michael Hopkins
Brokers' Service Marketing Group
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
George Kimball
Needham Advisory Corp
RSVP Comments: N/A
Attending: Yes
Tim King
Merrill Lynch Private Banking & Investment Group
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
James Kittler
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Kerry Klein
Wells Fargo Private Bank
RSVP Comments: N/A
Attending: Yes
Jay A Lupica
The Colony Group
RSVP Comments: N/A
Attending: Yes
Nicole Lynch
Lake Street Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
RSVP Comments: N/A
Attending: Yes
Timothy McBride
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Kristin McFarland
Darrow Wealth Management
RSVP Comments: N/A
Attending: Yes
Robert McKenzie
Boston Research and Management
RSVP Comments: N/A
Attending: Yes
Kelly McKernan
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Amber Mercer
Marsh Private Client Services
RSVP Comments: N/A
Attending: Yes
Micaela Mirabassi
U.S. Trust
RSVP Comments: N/A
Attending: Yes
Jennifer Moran
Grimes & Company, Inc.
RSVP Comments: N/A
Attending: Yes
Cupp F. Nguyen
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Alyson Nickse
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
David O'Neil
Story Trust Publishing, LLC
RSVP Comments: N/A
Attending: Yes
Alisa O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
Daniel Paris
US Trust Bank of America Private Wealth
RSVP Comments: N/A
Attending: Yes
Christopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Nancy Place
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Rick Renwick
PRW Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Beverly Rodrigue
North American Management
RSVP Comments: N/A
Attending: Yes
Kylie Ruschioni
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Kathleen Sablone
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Steve Sarcione
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Amy Schnitzer
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
James Shannahan
Attorney
RSVP Comments: N/A
Attending: Yes
David G. Strachan
Cambridge Trust Company
RSVP Comments: N/A
Attending: Yes
Huong Strong
Eaton Vance Investment Counsel
RSVP Comments: N/A
Attending: Yes
Jon Stuart
Financial Services
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Jessica Vacanti
North American Management Corp.
RSVP Comments: N/A
Attending: Yes
Julia Vanzler
Boston Private
RSVP Comments: N/A
Attending: Yes
Elana Vasi
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes