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February Round Table Breakfast: Members Only *
Event Details

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
Laura Berard
Andersen Tax
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
Steven Fusco
Simplified Lives, 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
Derek Johnston
Fiduciary Trust Company
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
Will Krause
Northern Trust
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
Renee Senes, CDFA
Senes & Chwalek Financial Advisors
RSVP Comments: N/A
Attending: Yes
Mary Shahian
Daintree Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Dave Shannon
CCT Insurance
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
Caroline Vincent Basque
Wilchins Cosentino & Novins LLP
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