Registration List: October Roundtable Breakfast: Members Only *

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: Speaker

Attending: Yes

Robert Arone

Orsi, Arone & Rothenberg

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Lourie & Cutler

RSVP Comments: N/A

Attending: Yes

Laura K. Barooshian

DiCicco, Gulman & Company LLP

RSVP Comments: N/A

Attending: Yes

Julie Barron

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Timothy Bell

Boston University School of Law

RSVP Comments: N/A

Attending: Yes

Joseph Bierwirth

Hemenway & Barnes LLP

RSVP Comments: N/A

Attending: Yes

Julie Braverman Bruno

Schmidt & Federico, P.C.

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Ann Hetherwick Cahill

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Joshua Caswell

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Nancy Chisholm

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Jennifer Civitella Hilario

JC Hilario, PC

RSVP Comments: N/A

Attending: Yes

John Collins

Aspiriant

RSVP Comments: N/A

Attending: Yes

Ada Colomb

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Kyle Cox

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Herbert Daroff

Baystate Financial Services, LLC

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

Sean Edwards

Ballentine Partners

RSVP Comments: N/A

Attending: Yes

Kathryn Espana

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Brandon Fink

Claro Advisors

RSVP Comments: N/A

Attending: Yes

Stephen Fitzmaurice

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Jennifer Flanagan

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Thomas Francione

Loring, Wolcott & Coolidge Trust, LLC

RSVP Comments: N/A

Attending: Yes

Dara Lynn Freytag

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

RSVP Comments: N/A

Attending: Yes

Marc Gillette

Fred C. Church Insurance

RSVP Comments: N/A

Attending: Yes

Willie Goldwasser

Goldwasser & Company, LLC

RSVP Comments: N/A

Attending: Yes

Toni Grimm

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Alexander Gross

Daintree Advisors LLC

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Richard Gulman

DiCicco, Gulman & Company, LLP

RSVP Comments: N/A

Attending: Yes

Naz Hassanein

Worthy Circles Networking and Consulting

RSVP Comments: N/A

Attending: Yes

Megan Hathaway Foy

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Jason Heman

JDJ Family Office Services LLC

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: N/A

Attending: Yes

Rachel Holbrook

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Kayla Holland

Crestwood Advisors LLC

RSVP Comments: N/A

Attending: Yes

Nicole Hostettler

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Mark Kane

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Melissa Langa

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Marie LeBlanc

Transitions Liquidation Services

RSVP Comments: N/A

Attending: Yes

John LeVangie

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Martin Lowenthal

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

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

James McDonald

UBS Wealth Management

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Beth Milkovits

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Kraig Moore

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Sonya Nersessian

Sonya Nersessian, Attorney

RSVP Comments: N/A

Attending: Yes

Susan Ogrodnik-Smith

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Richard Peck

New Hampshire Charitable Foundation

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Asa Phillips

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Asa Phillips

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Rebecca Pouliot

RINET Company, LLC

RSVP Comments: N/A

Attending: Yes

Elizabeth Raymond

RINET Company, LLC

RSVP Comments: N/A

Attending: Yes

Jennifer Reardon

RBC Wealth Management

RSVP Comments: N/A

Attending: Yes

Susan A. Robb

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Bev Rodrigue

Wealth Enhancement Group

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Matthew Santangelo

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Aviva Sapers

Sapers & Wallack, Inc.

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Cameron Scott

BerryDunn

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Boston Private, an SVB Company

RSVP Comments: N/A

Attending: Yes

Anne Sternlicht

Northern Trust

RSVP Comments: N/A

Attending: Yes

Christian Stone

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Edward Sullivan

Welch & Forbes LLC

RSVP Comments: N/A

Attending: Yes

Melissa Sydney

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

RSVP Comments: N/A

Attending: Yes

Jeffrey Tomaneng

Asset Management Resources, LLC

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Elana Vasi

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Melvin A. Warshaw

Melvin A. Warshaw, Esq.

RSVP Comments: N/A

Attending: Yes

Debra Whitney

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Stephen Wilchins

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Denise Yurkofsky

Law Office of Denise N. Yurkofsky

RSVP Comments: N/A

Attending: Yes

Rachel Ziegler

Ziegler Legal Services

RSVP Comments: N/A

Attending: Yes