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Joint Networking Event with XPX
Event Details

Registration List: Joint Networking Event with XPX

Susan Black
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Yvan Bodart
Boston Financial Management, LLC
RSVP Comments: N/A
Attending: Yes
Andrew Clark
Marcum LLP
RSVP Comments: N/A
Attending: Yes
Kimberly Clouse
AdvicePeriod
RSVP Comments: N/A
Attending: Yes
Holly Gately
USI Insurance Services
RSVP Comments: N/A
Attending: Yes
Neal Hegge
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Rachel Holbrook
CI Eaton Private Wealth
RSVP Comments: N/A
Attending: Yes
Tim King
Merrill Lynch Private Banking & Investment Group
RSVP Comments: N/A
Attending: Yes
Martin Lowenthal
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Brian Lynch
Lynch Insurance Group
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Kristin McKenna
Darrow Wealth Management
RSVP Comments: N/A
Attending: Yes
Matthew Metsch
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Kevin Mooney
The PenFacs Group
RSVP Comments: N/A
Attending: Yes
Kathleen Sablone
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America Private Bank
RSVP Comments: Also an XPX Member!
Attending: Yes
Brad Taylor
Citrin Cooperman
RSVP Comments: N/A
Attending: Yes
Jeffrey Tomaneng
Asset Management Resources LLC
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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