Registration List: Seminar: Overlooked Techniques for Passing on the Family Business to the Next Generation

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Mark Andersen

Wilmington Trust

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Lourie & Cutler

RSVP Comments: N/A

Attending: Yes

Julie Barron

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Talia Bartash

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Steven Carr

Pabian & Russell LLC

RSVP Comments: N/A

Attending: Yes

Sharon E. Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

William Collins

MAI Capital Management, LLC

RSVP Comments: N/A

Attending: Yes

Lauren Cosulich

Summit Trail Advisors

RSVP Comments: N/A

Attending: Yes

Kathryn Craig

DOYLE

RSVP Comments: N/A

Attending: Yes

Darlene Dahl

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Jay Darby

Sullivan and Worcester

RSVP Comments: N/A

Attending: Yes

Lauren Desforge

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

John Donahue

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Michael Duff

American Cancer Society

RSVP Comments: N/A

Attending: Yes

Dale Edmunds

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

David Ferraro

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Brandon Fink

Financial Compass Group, LLC

RSVP Comments: N/A

Attending: Yes

Jessie Foster

First Republic Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Alexander Gross

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Matt Guanci

Guest

RSVP Comments: N/A

Attending: Yes

Naz Hassanein

Worthy Circles Networking and Consulting

RSVP Comments: N/A

Attending: Yes

Jerry Hesch

Guest Speaker

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

Jody King

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Melissa Langa

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Joseph Lanzi

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Jenna Lewis

Ernst & Young US LLP

RSVP Comments: N/A

Attending: Yes

Katie Lombardi

Beaumont Financial Partners

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

DGC (DiCicco, Gulman & Company LLP)

RSVP Comments: N/A

Attending: Yes

Justin Makso

First Republic Investment Management

RSVP Comments: N/A

Attending: Yes

Karen McKenna

Tarlow, Breed, Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Joshua Miller

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Laurel Millette

Pabian & Russell, LLC

RSVP Comments: N/A

Attending: Yes

Thomas Mitchell

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Matthew Ostrelich

PwC

RSVP Comments: N/A

Attending: Yes

Megan Pervere

PwC

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Rebecca Pouliot

RINET Company, LLC

RSVP Comments: N/A

Attending: Yes

Deirdre Prescott

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

John Przybylski

Pathstone Federal Street

RSVP Comments: N/A

Attending: Yes

Elizabeth Raymond

RINET Company, LLC

RSVP Comments: N/A

Attending: Yes

Susan Robb

First Republic Trust Company

RSVP Comments: N/A

Attending: Yes

Diane Rooney

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Elliot Rotstein

MPI Valuation

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

Judith Saxe

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Katherine Sheehan

Boston Private

RSVP Comments: N/A

Attending: Yes

Christian Stone

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Jessica Sullivan

RSVP Comments: N/A

Attending: Yes

Christopher N. Sutherland

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Rick Tyson

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Maureen Villadelgado

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Debra Whitney

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Karen Witherell

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Sahri Zeger

CohnReznick LLP

RSVP Comments: N/A

Attending: Yes