Registration List: June Virtual Roundtable Breakfast: Members Only *
Laura Ames  Robert W. Baird & Co. RSVP Comments: N/A Attending: Yes David Appel Appel Insurance Advisors, LLC RSVP Comments: N/A Attending: Yes Jane Barney TFC Financial RSVP Comments: N/A Attending: Yes Brad Bedingfield Hemenway & Barnes RSVP Comments: N/A Attending: Yes Laura Berard Andersen RSVP Comments: N/A Attending: Yes Toni Brogna Fletcher Tilton PC RSVP Comments: N/A Attending: Yes Seth Buckley Buckley Financial RSVP Comments: N/A Attending: Yes Timothy Burke Burke and Associates RSVP Comments: N/A Attending: Yes Christopher Cahill Twelve Points RSVP Comments: N/A Attending: Yes Steven Carr Pabian & Russell LLC RSVP Comments: N/A Attending: Yes Jennifer Civitella Hilario JC Hilario, PC RSVP Comments: N/A Attending: Yes Andrew Clark Marcum LLP RSVP Comments: N/A Attending: Yes Kimberly Clouse Via Global Advisors LLC RSVP Comments: N/A Attending: Yes John Collins Aspiriant RSVP Comments: N/A Attending: Yes Kyle Cox Morgan Stanley 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 Dorsey Steward Partners Global Advisory RSVP Comments: N/A Attending: Yes Richard Dunsmore The Coyle Company RSVP Comments: N/A Attending: Yes Brian Eddy Eddy Company RSVP Comments: N/A Attending: Yes Brooke Field Andersen RSVP Comments: N/A Attending: Yes Lauren Finn Pathstone RSVP Comments: N/A Attending: Yes S. Robert Fish Sulloway & Hollis, P.L.L.C. RSVP Comments: I would like to register for estate planning for non citizen spouses. 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 Jessie Foster First Republic Private Wealth Management 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 Lauren Gates Welch & Forbes, LLC RSVP Comments: N/A Attending: Yes Willie Goldwasser Goldwasser & Company, LLC 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 Megan Hathaway The Boston Foundation 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 Andrew Hochberg Tamkin & Hochberg, LLP RSVP Comments: N/A Attending: Yes Rawson Hubbell Merrill Lynch RSVP Comments: N/A Attending: Yes Rawson HubbellMerrill Lynch RSVP Comments: N/A Attending: Yes Rachel Kalin Bass, Doherty & Finks, P.C RSVP Comments: N/A Attending: Yes Evan Kaplan Daintree Advisors LLC RSVP Comments: N/A Attending: Yes Kathleen Kazmarek FTS-US RSVP Comments: N/A Attending: Yes Jody King Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Marie LeBlanc Transitions Liquidation Services RSVP Comments: N/A Attending: Yes Jenna Lewis Ernst & Young US LLP RSVP Comments: N/A Attending: Yes Jenna Lewis Ernst & Young US LLP RSVP Comments: N/A Attending: Yes Brian Lynch Lynch Insurance Group 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 Robert Matson Robert A. Matson, CLU, ChFC, AEP RSVP Comments: N/A Attending: Yes Ruth Mattson Vacovec, Mayotte & Singer, LLP RSVP Comments: N/A Attending: Yes Todd Mayo UBS RSVP Comments: N/A Attending: Yes Maureen Mayotte Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Karen McKenna Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Preston McSwainFWP Partners RSVP Comments: N/A Attending: Yes Jennifer Moran Grimes & Company, Inc. RSVP Comments: N/A Attending: Yes Sonya Nersessian Sonya Nersessian, Attorney RSVP Comments: N/A Attending: Yes Tiffany O'Connell O’Connell Law LLC RSVP Comments: N/A Attending: Yes Jacolyn O'LearyDay Pitney LLP RSVP Comments: N/A Attending: Yes Sarah J. O'Leary Clarkin & Phillips, PC RSVP Comments: N/A Attending: Yes Rick Olney Fiduciary Trust Company RSVP Comments: N/A Attending: Yes David O'Neil Story Trust Publishing, LLC RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Emma Penick The Boston Foundation RSVP Comments: N/A Attending: Yes Stephen Pepe Reverse Mortgage Funding, LLC 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 John Przybylski Pathstone Federal Street RSVP Comments: N/A Attending: Yes Jennifer Reardon RBC Wealth Management RSVP Comments: N/A Attending: Yes Susan Robb N/A RSVP Comments: N/A Attending: Yes Bev Rodrigue North American Management RSVP Comments: N/A Attending: Yes Ralph Rotman Northwestern Mutual RSVP Comments: N/A Attending: Yes Mark Ryan Ryan Financial Services, LLC RSVP Comments: N/A Attending: Yes Rita RyanVacovic, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Kathleen Sablone Boston Financial Management RSVP Comments: N/A Attending: Yes Patricia SchneiderFiduciary Trust Company RSVP Comments: N/A Attending: Yes Carol Simmons Plimoth Investment Advisors RSVP Comments: N/A Attending: Yes William Speciale Daintree Advisors LLC RSVP Comments: N/A Attending: Yes Ruth Kennedy Sudduth LandVest, Inc. RSVP Comments: N/A Attending: Yes Jeffrey Tomaneng Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Betsy Townsend The Boston Foundation RSVP Comments: N/A Attending: Yes Kyle Tracey SCS Financial RSVP Comments: N/A Attending: Yes Rick TysonFiduciary Trust Company RSVP Comments: N/A Attending: Yes Elana Vasi JDJ Family Office Services RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Jason Zeman BDO USA, LLP RSVP Comments: N/A Attending: Yes
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