Registration List: 2022 Annual Gala: Individual Registration (VIRTUAL ONLY)

Valerie Achorn

Simplified Lives LLC

RSVP Comments: N/A

Attending: Yes

Thomas Ames

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Samantha Anderson

Art Intelligence Global

RSVP Comments: N/A

Attending: Yes

Mary Kate Andrews

Day Pitney

RSVP Comments: N/A

Attending: Yes

Artika Angel

Estate & Elder Law Advisory PLLC

RSVP Comments: N/A

Attending: Yes

Patricia M Annino

Rimon PC

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Lauren Atsalis

La Tanzi Spaulding & Landreth LLP

RSVP Comments: N/A

Attending: Yes

LaGina Austin

SKINNER, Inc.

RSVP Comments: N/A

Attending: Yes

Laurie Austin

DGC (DiCicco, Gulman & Company LLP)

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Lourie & Cutler

RSVP Comments: N/A

Attending: Yes

Talia Azzaretto

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Nicole Bailey

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Gerald Baker

SVB Private Bank

RSVP Comments: N/A

Attending: Yes

Andrew Barbieri

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Damon Barglow

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Laura Barooshian

DiCicco, Gulman & Company LLP

RSVP Comments: N/A

Attending: Yes

Heather Bartel

RSVP Comments: N/A

Attending: Yes

Brett Barthelmeh

RSVP Comments: N/A

Attending: Yes

Catherine Bassick

Bassick

RSVP Comments: N/A

Attending: Yes

Rachael Bator

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Joseph Bierwirth

Hemenway & Barnes LLP

RSVP Comments: N/A

Attending: Yes

Jennifer Billings

RSVP Comments: N/A

Attending: Yes

Brian Bixby

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

David Blouin

Blouin & Company, Inc.

RSVP Comments: N/A

Attending: Yes

Yvan Bodart

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Vincent Bonazzoli

Family Estate Planning Law Group

RSVP Comments: N/A

Attending: Yes

Gregory Bourque

Rice, Heard & Bigelow, Inc

RSVP Comments: N/A

Attending: Yes

Zachary Bourque

Boston Estate Planning Coucil

RSVP Comments: N/A

Attending: Yes

Alexander A. Bove, Jr.

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Rich Brad

MPI

RSVP Comments: N/A

Attending: Yes

Rich Brady

MPI

RSVP Comments: N/A

Attending: Yes

Richard Breed III

Tarlow Breed Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Toni Brogna

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Ryan Brunell

Wolf & Company, P.C.

RSVP Comments: N/A

Attending: Yes

Victoria Bucci

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Steven Carr

Rubin and Rudman LLP

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

Mickey Cockrell

Catie's Closet, Inc

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Ada Colomb

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Joseph Confessore

Washington Trust

RSVP Comments: N/A

Attending: Yes

Liza Connelly

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Amy Corcoran

Bonhams International Auctioneers & Appraisers

RSVP Comments: N/A

Attending: Yes

Elizabeth Crowley

Elizabeth Crowley

RSVP Comments: N/A

Attending: Yes

Lisa Cukier

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Carolyn Decker

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

David Desmarais

KLR

RSVP Comments: N/A

Attending: Yes

Robert Donnelly

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Sean Donovan

Northern Trust

RSVP Comments: N/A

Attending: Yes

Elizabeth Drake

Bob Goldman Law LLP

RSVP Comments: N/A

Attending: Yes

Michelle DuBois

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Michael Duff

American Cancer Society

RSVP Comments: N/A

Attending: Yes

Alexandria Dunn

Affinia Financial Group

RSVP Comments: N/A

Attending: Yes

Rich Dunsmore

Arons & Dunsmore Insurance Agency

RSVP Comments: N/A

Attending: Yes

Kathryn Espana

RSVP Comments: N/A

Attending: Yes

Chris Farrell

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Douglas Farrington

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Kelsey Fitzpatrick

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Dylan Flaherty

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Christine Fletcher

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Christine Fletcher

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Christine Fletcher

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Foraste

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Chris Fox

Day Pitney LLP

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

Andrew Frieze

Frieze Cramer Rosen & Huber LLP

RSVP Comments: N/A

Attending: Yes

Caroline Gaffney

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Holly Gately

USI Insurance Services

RSVP Comments: N/A

Attending: Yes

Marc Gillette

Fred C. Church Insurance

RSVP Comments: N/A

Attending: Yes

Alyssa Giordano

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Laura Godine

Eaton Vance WaterOak Advisors

RSVP Comments: N/A

Attending: Yes

Howard Goldman

Humboldt Storage & Moving

RSVP Comments: N/A

Attending: Yes

Robert Goldman

Bob Goldman Law LLP

RSVP Comments: N/A

Attending: Yes

Matthew Goldwasser

Goldwasser Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Emily Griset

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Kate Guedj

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Koury Hajjar

Thomas Brady & Associates

RSVP Comments: N/A

Attending: Yes

Travis Hall

Leader Bank

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Adam Hamel

RSVP Comments: N/A

Attending: Yes

Justin Hannan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Doug Hart

Penobscot Investment Management

RSVP Comments: N/A

Attending: Yes

Megan Hathaway Foy

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Christie Hedges

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Jason Heman

JDJ Family Office Services LLC

RSVP Comments: N/A

Attending: Yes

Paul Herzig

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial

RSVP Comments: N/A

Attending: Yes

Jillian Hirsch

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Katie Hislop

RSVP Comments: N/A

Attending: Yes

Carin Hofer

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Lisa Hudson

The Washington Trust Company

RSVP Comments: N/A

Attending: Yes

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Kenneth Johnson

Morgan Stanley Private Wealth Management

RSVP Comments: N/A

Attending: Yes

MaryAnn Johnson

Morgan Stanley Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Lauren Jones

Loring, Wolcott & Coolidge

RSVP Comments: N/A

Attending: Yes

Donald Jones

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

KC King

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Tim King

Merrill Lynch Private Banking & Investment Group

RSVP Comments: N/A

Attending: Yes

Jody King

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

William Kirchick

Nutter, McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Megan Knox

McDonald & Kanyuk, PLLC

RSVP Comments: N/A

Attending: Yes

Ken Knox

Tenzing Insurance Strategies

RSVP Comments: N/A

Attending: Yes

Will Krause

Northern Trust

RSVP Comments: N/A

Attending: Yes

Alisa G. Kreger

TD Wealth

RSVP Comments: N/A

Attending: Yes

Colleen Laffin

RSVP Comments: N/A

Attending: Yes

Joseph Lanzi

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Al Lazo

MPI

RSVP Comments: N/A

Attending: Yes

Al Lazo

MPI

RSVP Comments: N/A

Attending: Yes

Marie LeBlanc

Transitions Liquidation Services

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency, Inc

RSVP Comments: N/A

Attending: Yes

Davina Lewis

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Jonathan Liebeskind

Tenzing Insurance Strategies

RSVP Comments: N/A

Attending: Yes

J.T. Ligget

Penobscot Investment Management

RSVP Comments: N/A

Attending: Yes

Mark Lingerfield

MPI

RSVP Comments: N/A

Attending: Yes

Mark Lingerfield

Management Planning Inc. (MPI)

RSVP Comments: N/A

Attending: Yes

Katie Lombardi

SVB Private

RSVP Comments: N/A

Attending: Yes

Amy Lonergan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Ryan Luks

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Jay A Lupica

The Colony Group

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

Matthew MacDowell

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Rebecca MacGregor

Bowditch & Dewey, LLP

RSVP Comments: N/A

Attending: Yes

Colleen MacPherson

Penobscot Investment Management

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

DGC - A Division of PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Patricia Malley

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Mallows

Hub International

RSVP Comments: N/A

Attending: Yes

Tedmund Mara

Ericson Insurance Advisors

RSVP Comments: N/A

Attending: Yes

Maxwell Marsden

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Robert Matson

Robert A. Matson, CLU, ChFC, AEP

RSVP Comments: N/A

Attending: Yes

Ruth Mattson

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Timothy McBride

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Ashley McKay

DiCicco, Gulman & Company (DGC)

RSVP Comments: N/A

Attending: Yes

Caroline McKay

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Erin McKee

Echelon Wealth Preservation Inc

RSVP Comments: N/A

Attending: Yes

Karen McKenna

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

RSVP Comments: N/A

Attending: Yes

Matthew McKenzie

Thomas Brady & Associates

RSVP Comments: N/A

Attending: Yes

Joshua Miller

Acadia Management Co.

RSVP Comments: N/A

Attending: Yes

Thomas Mitchell

Sconset Wealth Management/ Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Kraig Moore

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Whitney Mullare

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Katherine Mullen

RSVP Comments: N/A

Attending: Yes

Kyle Munns

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Pamela Murray

Pam Murray

RSVP Comments: N/A

Attending: Yes

Rebecca Mutch

Eaton Vance WaterOak Advisors

RSVP Comments: N/A

Attending: Yes

Paul Nadeau

KLR

RSVP Comments: N/A

Attending: Yes

Suma Nair

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Greg O'Connell

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Jaclyn O'Leary

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Alexander Olson

KLR Wealth Management, LLC

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Daniel Paris

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Terri Partridge

Partridge Ankner LLP

RSVP Comments: N/A

Attending: Yes

Emma Penick

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Chris Perry

Northern Trust

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Moriah Preston

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Peter Rahe

Marcum LLP

RSVP Comments: N/A

Attending: Yes

David Raymond

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Susan Robb

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Kaled Rocha

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Bev Rodrigue

Wealth Enhancement Group

RSVP Comments: N/A

Attending: Yes

Graham Rogers

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Mark Rogozinski

Pitcairn

RSVP Comments: N/A

Attending: Yes

Jeff Rolke

GoldCoast Mortgage Services, Inc

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Meridith Roy

Ropes & Gray LLP

RSVP Comments: N/A

Attending: Yes

Rob Rudnick

First Republic Trust Company

RSVP Comments: N/A

Attending: Yes

Robert Sanders

Woodstock Corporation

RSVP Comments: N/A

Attending: Yes

Matthew Santangelo

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Katie Sapp

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Steve Sarcione

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Joseph Scanga

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Yuliya Scharf

RSVP Comments: N/A

Attending: Yes

Randy Schneider

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Jordana Schreiber

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Lawrence Schwartz

L A Schwartz CPA

RSVP Comments: N/A

Attending: Yes

Meaghan Schweitzer

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Andrea Schweitzer

RSVP Comments: N/A

Attending: Yes

Heidi Seely

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

SVB Private Bank

RSVP Comments: N/A

Attending: Yes

Joel Sherman

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Kerry Shrives

SKINNER, Inc.

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Allen Snyder

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Scott Squillace

Squillace & Associates

RSVP Comments: N/A

Attending: Yes

Leanne Stafford

DiCicco, Gulman & Company (DGC)

RSVP Comments: N/A

Attending: Yes

Jon Steffensen

RSVP Comments: N/A

Attending: Yes

Christian Stone

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

RSVP Comments: N/A

Attending: Yes

Edward Sullivan

Welch & Forbes LLC

RSVP Comments: N/A

Attending: Yes

Kara Sun

Ropes & Gray LLP

RSVP Comments: N/A

Attending: Yes

Ryan Swartz

RSVP Comments: N/A

Attending: Yes

Melissa Sydney

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

RSVP Comments: N/A

Attending: Yes

Barbara Targum

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Brian Thompson

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Paige Thomson

Wolf & Company, P.C.

RSVP Comments: N/A

Attending: Yes

Erin Torres

Catie's Closet, Inc

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Allison Treitler

Ropes & Gray LLP

RSVP Comments: N/A

Attending: Yes

Carol Tully

Wolf & company PC

RSVP Comments: N/A

Attending: Yes

Leah Upton

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Shawn Valliere

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Elana Vasi-Smith

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Brad Vezina

RSVP Comments: N/A

Attending: Yes

Maureen Villadelgado

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Katherine Von Kohorn

Casner & Edwards, LLP

RSVP Comments: N/A

Attending: Yes

Cathy Watson

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

RSVP Comments: N/A

Attending: Yes

Amiel Weinstock

AZW Law, P.C.

RSVP Comments: N/A

Attending: Yes

Sara Wells

Morgan, Lewis & Bockius LLP

RSVP Comments: N/A

Attending: Yes

Pete Whitlock

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

stephen Wilchins

Wilchins Cosentino Novins LLP

RSVP Comments: N/A

Attending: Yes

Karen Witherell

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Jodi Wolin

Catie's Closet, Inc

RSVP Comments: N/A

Attending: Yes

Hugh Woodside

Empire Valuation Consultants, LLC

RSVP Comments: N/A

Attending: Yes

Rachel Ziegler

Ziegler Legal Services

RSVP Comments: N/A

Attending: Yes

Susan Zimmerman

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Bill Zorn

RSVP Comments: N/A

Attending: Yes