Registration List: 2023 Kick Off Networking Reception
David Appel  Appel Insurance Advisors, LLC RSVP Comments: N/A Attending: Yes Susan Atlas Susan A Atlas, Esq., LL.M RSVP Comments: N/A Attending: Yes Kelly Aylward Goulston & Storrs RSVP Comments: N/A Attending: Yes Chris Barber DOYLE RSVP Comments: N/A Attending: Yes Jane Barney TFC Financial RSVP Comments: N/A Attending: Yes Brett Barthelmeh Squillace & Associates, P.C. RSVP Comments: N/A Attending: Yes Rachael Bator Lake Street Advisors RSVP Comments: N/A Attending: Yes Joshua Bearce Goulston & Storrs, PC RSVP Comments: N/A Attending: Yes Joseph Bierwirth Hemenway & Barnes LLP RSVP Comments: N/A Attending: Yes Susan Black Boston Financial Management RSVP Comments: N/A Attending: Yes Margaret Bree UBS Financial Services RSVP Comments: N/A Attending: Yes John, W Breedlove The Moody Street Group RSVP Comments: N/A Attending: Yes Kenneth Brier Brier Marandett & Rossetti LLP RSVP Comments: N/A Attending: Yes Alice Burley SCS Financial RSVP Comments: N/A Attending: Yes Colleen Carcone TIAA RSVP Comments: N/A Attending: Yes Steven Carr Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Sharon E. Cohen Northern Trust RSVP Comments: N/A Attending: Yes John Collins New York Life RSVP Comments: N/A Attending: Yes Terence Condren IEQ Capital RSVP Comments: N/A Attending: Yes Liza Connelly CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Michael Cosentino Wilchins Cosentino & Novins LLP 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 Lisa Cukier Burns & Levinson, LLP RSVP Comments: N/A Attending: Yes Kenneth Davis The Bulfinch Group RSVP Comments: N/A Attending: Yes Marie DelRossi Independent Trustee RSVP Comments: N/A Attending: Yes Jessica Demmerly Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Gary Dennis, CLTC®, CFBS® Tower Hill Financial Group LLC RSVP Comments: N/A Attending: Yes Gillian DeSilva Cabot-Wellington, LLC RSVP Comments: also attending the new member networking event prior. Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Liz Drake Bob Goldman Law LLP RSVP Comments: N/A Attending: Yes Rich Dunsmore Arons & Dunsmore Insurance Agency RSVP Comments: N/A Attending: Yes Annette Eaton Northern Trust RSVP Comments: N/A Attending: Yes Todd Eckler Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Ryan Ederle SCS Financial RSVP Comments: N/A Attending: Yes Alexys Febonio Ballentine Partners RSVP Comments: N/A Attending: Yes Kenzie Ferris Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Brandon Fink Claro Advisors RSVP Comments: N/A Attending: Yes Peter Fisher Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Daniel Flanagan Canby Financial Advisors RSVP Comments: N/A Attending: Yes Jennifer Flanagan Mirick O'Connell RSVP Comments: N/A Attending: Yes Christine Fletcher Day Pitney LLP RSVP Comments: N/A Attending: Yes Christopher Fox Day Pitney LLp RSVP Comments: N/A Attending: Yes Thomas Francione Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes Caroline Gaffney Atwater Wealth Management RSVP Comments: N/A Attending: Yes Marc Gillette Fred C. Church Insurance RSVP Comments: N/A Attending: Yes Larry Gingrow Corient RSVP Comments: N/A Attending: Yes Caitlin Glynn Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Dyan Goodwin Bank of America Private Bank RSVP Comments: N/A Attending: Yes Vaishali Goyal Goulston & Storrs RSVP Comments: N/A Attending: Yes Toni Grimm TFC Financial Management, Inc RSVP Comments: N/A Attending: Yes Christopher Gullotti Canby Financial Advisors RSVP Comments: N/A Attending: Yes Mitchell Halpern KLR RSVP Comments: N/A Attending: Yes Bailey Harper HansDay Pitney RSVP Comments: N/A Attending: Yes Heather HarrisDay Pitney RSVP Comments: N/A Attending: Yes naz Hassanein Worthy Circles Networking and Consulting RSVP Comments: N/A Attending: Yes Kate Hersey Berkshire Bank 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 Andrew Hochberg Tamkin & Hochberg, LLP RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Lilli Homer SCS Financial RSVP Comments: N/A Attending: Yes Brittany Hopkins Bank of America Private Bank RSVP Comments: N/A Attending: Yes Rawson Hubbell Adviser Investments RSVP Comments: N/A Attending: Yes Lisa Hudson Washington Trust Company RSVP Comments: N/A Attending: Yes David Jaeger Canby Financial Advisors RSVP Comments: N/A Attending: Yes Mark Kane CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Tyler Kelly Deloitte RSVP Comments: N/A Attending: Yes Tim King Merrill Lynch Private Banking & Investment Group RSVP Comments: N/A Attending: Yes william kirchick Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Ken Knox Tenzing Insurance Strategies RSVP Comments: N/A Attending: Yes Tyson Lashley Ameriprise Financial 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 Rebecca MacGregor Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Brooke Manfredi Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Lisa May PLAN of MA & RI, Inc. 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 Gary McGovern Janney Montgomery Scott LLC RSVP Comments: N/A Attending: Yes Joan McGrath PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Caroline McKay CIBC Private Wealth RSVP Comments: N/A Attending: Yes Ethan McKittrick Loring, Wolcott & Coolidge RSVP Comments: N/A Attending: Yes Matt Metsch Brown Advisory RSVP Comments: N/A Attending: Yes Beth Milkovits Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Joshua Miller Acadia Management Co. RSVP Comments: N/A Attending: Yes Brayden Minahan Welch & Forbes LLC RSVP Comments: N/A Attending: Yes Imelda Monaghan Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Sarah Moore The Coyle Company RSVP Comments: N/A Attending: Yes Bill Moran Bass, Doherty & Finks PC RSVP Comments: N/A Attending: Yes William Morgan Murtha Cullina LLP 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 Alexander Olson Rockland Trust Company RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Chistopher Payer Highland Capital RSVP Comments: N/A Attending: Yes Christopher Perry Northern Trust RSVP Comments: N/A Attending: Yes Amy Phelan Tonneson & Co RSVP Comments: N/A Attending: Yes Cameron Rahbar Anchor Capital RSVP Comments: N/A Attending: Yes John RamseyGoulston & Storrs RSVP Comments: N/A Attending: Yes David Raymon Day Pitney LLP RSVP Comments: N/A Attending: Yes Kendall Reed Bonhams International Auctioneers & Appraisers RSVP Comments: N/A Attending: Yes Laura Riccio Fedele & Murray, P.C. RSVP Comments: N/A Attending: Yes Victoria Richardson Bonhams International Auctioneers & Appraisers RSVP Comments: N/A Attending: Yes Susan A. Robb Day Pitney 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 Kylie Ruschioni JDJ Family Office Services RSVP Comments: N/A Attending: Yes Kathleen Sablone Boston Financial Management RSVP Comments: N/A Attending: Yes Judith Saxe CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Yuliya Scharf Hirsch Law LLC RSVP Comments: N/A Attending: Yes Mary Schmidt Verrill Dana LLP RSVP Comments: N/A Attending: Yes Randy Schneider Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Jordana Schreiber Day Pitney RSVP Comments: N/A Attending: Yes Courtney Scott Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Katie Sheehan Crestwood Advisors RSVP Comments: N/A Attending: Yes Chris SheplerFiduciary Trust Company RSVP Comments: N/A Attending: Yes Jacob Simon Cherry Tree Legal, PLLC RSVP Comments: N/A Attending: Yes Christian Stone PNC Private Bank RSVP Comments: N/A Attending: Yes Joni Stone Unaffiliated RSVP Comments: N/A Attending: Yes David Strachan Dakota Wealth Management RSVP Comments: N/A Attending: Yes Mirna Succari JP Morgan Private Bank 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 Zachary Taylor Blue Herring, LLC. 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 Robert Vigoda Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Maureen Villadelgado Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Chris VoukidesDay Pitney 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 Sahri Zeger CohnReznick LLP RSVP Comments: N/A Attending: Yes
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