Registration List: February Round Table Breakfast: Members Only *

Colleen Abcunas

Morrissey, Hawkins & Lynch

RSVP Comments: N/A

Attending: Yes

Valerie Achorn

Simplified Lives, LLC

RSVP Comments: N/A

Attending: Yes

Laura Ames

Casner & Edwards, LLP

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Barbara Attardo

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Lourie & Cutler

RSVP Comments: N/A

Attending: Yes

Aaron Beltrami

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Kathleen Callahan

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Jeffrey Cashman

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Nancy Chisholm

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Andrew Clark

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Sharon E. Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Bill Collins

MAI Capital Management, LLC

RSVP Comments: N/A

Attending: Yes

John Coughlin

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Kyle Cox

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Dana Darlington

Brokers' Service Marketing Group

RSVP Comments: N/A

Attending: Yes

Michael Daszkiewicz

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

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

Robert Donnelly

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Michael Dorsey

Steward Partners Global Advisory

RSVP Comments: N/A

Attending: Yes

Brian Eddy

Eddy Company

RSVP Comments: N/A

Attending: Yes

Ryan Ederle

UBS Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Dale Edmunds

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Christine Ellsmore

Choate, Hall & Stewart LLP

RSVP Comments: N/A

Attending: Yes

Veronica Ferro

People's United Advisors

RSVP Comments: N/A

Attending: Yes

Brooke Field

Frances Field

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Janice Forgays

PRW Wealth Management, LLC

RSVP Comments: N/A

Attending: Yes

Lynda Furash

Furash Law, LLC

RSVP Comments: N/A

Attending: Yes

Katherine Galloway

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Dyan Goodwin

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Sarah Grandfield

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Alex Gross

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Eric Hayes

Goodwin Procter LLP

RSVP Comments: N/A

Attending: Yes

Christie Hedges

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Jason Heman

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Quinn Hetrick

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Andrew Hochberg

Tamkin & Hochberg, LLP

RSVP Comments: N/A

Attending: Yes

Carin Hofer

Cabot-Wellington, LLC

RSVP Comments: Session 5

Attending: Yes

Rachel Holbrook

UBS Financial Services, Inc.

RSVP Comments: N/A

Attending: Yes

Michael Hopkins

Brokers' Service Marketing Group

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Tatyana Karayeva

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Melissa Langa

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Jenna Lewis

Ernst & Young US LLP

RSVP Comments: N/A

Attending: Yes

Jonathan Liebeskind

Tenzing Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Martin Lowenthal

AEP, MSIM, CLU, ChFC, WMCP, RICP, CAS, CLTC

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

Justin Makso

First Republic Investment Management

RSVP Comments: N/A

Attending: Yes

Maureen Mayotte

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Meghan McCullen

Casner & Edwards, LLP

RSVP Comments: N/A

Attending: Yes

Beth Milkovits

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Allison Montgomery

Derby & Company

RSVP Comments: N/A

Attending: Yes

Cupp F. Nguyen

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Rick Olney

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Alexander Olson

The Washington Trust Company

RSVP Comments: N/A

Attending: Yes

Alisa O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Natalene Ong

Samuel, Sayward & Baler LLC

RSVP Comments: N/A

Attending: Yes

Daniel Paris

Bank of America Private Bank

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

Deirdre Prescott

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Susan Robb

N/A

RSVP Comments: N/A

Attending: Yes

Diane Rooney

Merrill Lynch Wealth Management

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

Mary Shahian

Daintree Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Ray Sicard

Ameriprise Financial

RSVP Comments: N/A

Attending: Yes

William Speciale

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Michael Steinberg

Hemenway & Barnes LLP

RSVP Comments: N/A

Attending: Yes

Anne Sternlicht

Northern Trust

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

David Typermass

Morgan Stanley Wealth Management

RSVP Comments: N/A

Attending: Yes

Julia Vanzler

Boston Private

RSVP Comments: N/A

Attending: Yes

Elana Vasi

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Jonathan Vostok

Ernst & Young LLP

RSVP Comments: N/A

Attending: Yes

Alice K. Walsh

Middleton & Company, Inc.

RSVP Comments: N/A

Attending: Yes