Registration List: 2022 Holiday Networking Reception: Members Only

Alexandria (Nadworny) Dunn

Affinia Financial Group

RSVP Comments: N/A

Attending: Yes

Ade Akande

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Ade Akande

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Lourie & Cutler

RSVP Comments: N/A

Attending: Yes

Chris Barber

DOYLE

RSVP Comments: N/A

Attending: Yes

Julie Barron

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Rachael Bator

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Zachary Bourque

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Kenneth Brier

Brier Marandett & Rossetti LLP

RSVP Comments: N/A

Attending: Yes

Michael Brown

Boston Financial Mgt

RSVP Comments: N/A

Attending: Yes

David Bryant

Walter & Shuffain, PC

RSVP Comments: N/A

Attending: Yes

Alice Burley

SCS Financial

RSVP Comments: N/A

Attending: Yes

Steven Carr

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Andrew Clark

Marcum LLP

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

Erin Cooper

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Amy Corcoran

Bonhams International Auctioneers & Appraisers

RSVP Comments: N/A

Attending: Yes

Michael Cosentino

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Lauren Cosulich

Summit Trail Advisors

RSVP Comments: N/A

Attending: Yes

Marlee Cowan

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Kathryn Craig

DOYLE

RSVP Comments: N/A

Attending: Yes

Carolyn Decker

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Joel Desjardins

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Jenni Dessert

Leisman Insurance Agency, Inc.

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

Rich Dunsmore

Arons & Dunsmore Insurance Agency

RSVP Comments: N/A

Attending: Yes

Douglas Farrington

Marcum LLP

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

Christine Fletcher

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Christopher Fox

RSVP Comments: N/A

Attending: Yes

Thomas Francione

Loring, Wolcott & Coolidge Trust, LLC

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

Kate Guedj

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Justin Hannan

RSVP Comments: N/A

Attending: Yes

Michelle Harden

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Drew W. Harker

Bernstein Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Meredith Harvard

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Megan Hathaway Foy

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Dan Head

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Jillian Hirsch

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Carin Hofer

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Rachel Holbrook

CI Eaton Private Wealth

RSVP Comments: N/A

Attending: Yes

Lindsay Holden

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Lisa Hudson

Washington Trust

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Dale Kaiser

Bowditch

RSVP Comments: N/A

Attending: Yes

David Keefe

4-Point Financial

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

Alisa G. Kreger

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Britton Leone

Northern Trust

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

Amy Lonergan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Patricia Look

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Kelly Lora Ewart

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Evan Macedo

Sapers & Wallack, Inc.

RSVP Comments: N/A

Attending: Yes

Rebecca MacGregor

Bowditch & Dewey, LLP

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

DGC - A Division of PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Gary McGovern

Janney Montgomery Scott LLC

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Karen McKenna

Tarlow Breed Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Beth Milkovits

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Michael Mingolelli

Pinnacle Financial Group

RSVP Comments: N/A

Attending: Yes

Thomas Mitchell

Sconset WM/Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Keiron O Brien

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Susan Ogrodnik-Smith

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Akhil Patel

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Christopher Perry

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Caroline Plansky

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Alexander Powell

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Deirdre Prescott

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Cassandra Prince

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

John Przybylski

Pathstone

RSVP Comments: N/A

Attending: Yes

Susan A. Robb

RSVP Comments: N/A

Attending: Yes

Kaled Rocha

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Jeff Rolke

GoldCoast Mortgage Services, Inc

RSVP Comments: N/A

Attending: Yes

Elliot Rotstein

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Rob Rudnick

First Republic Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Timothy Schmidt

Wainwright Investment Counsel, LLC

RSVP Comments: N/A

Attending: Yes

Randy Schneider

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Jordana Schreiber

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Sandy Cove Adisors

RSVP Comments: N/A

Attending: Yes

Robb Scott

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Cameron Scott

BerryDunn

RSVP Comments: N/A

Attending: Yes

Nikki Marie Sherwood

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Smith

The Washington Trust Company

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Craig Standish

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Joni Stone

42 North Private Bank

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Cameron Stonehouse

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

RSVP Comments: N/A

Attending: Yes

Mirna R. Succari, CFP®, CWS®

JP Morgan Private Bank

RSVP Comments: N/A

Attending: Yes

Barbara Targum

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Brad Taylor

Citrin Cooperman

RSVP Comments: N/A

Attending: Yes

Brian Thompson

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Christopher Voukides

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Seth Ward

Brown Brothers Harriman & Co, Inc.

RSVP Comments: N/A

Attending: Yes

Amiel Weinstock

AZW Law, P.C.

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

Rachel Ziegler

Ziegler Legal Services

RSVP Comments: N/A

Attending: Yes