Registration List: 2023 Holiday Networking Reception: Members Only

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

Susan A. Atlas

Susan A. Atlas, Esq., LL.M

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

Tiffany Bentley

Day Pitney

RSVP Comments: N/A

Attending: Yes

Emily Berlin

Goulston & Storrs PC

RSVP Comments: N/A

Attending: Yes

Yvan Bodart

F. L. Putnam Investment Management Company

RSVP Comments: N/A

Attending: Yes

Maurice Bortzfield

Kahn, Litwin, Renza & Co., Ltd.

RSVP Comments: N/A

Attending: Yes

Margaret Brennan

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Alice Burley

SCS Financial

RSVP Comments: N/A

Attending: Yes

Kathleen Callahan

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Steven Carr

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Regina Cheung

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Jennifer Civitella Hilario

JC Hilario, PC

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Anne Colacarro

American Cancer Society

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

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

Marie DelRossi

Private Consultant

RSVP Comments: N/A

Attending: Yes

Gillian DeSilva

Cabot-Wellington, LLC

RSVP Comments: N/A

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

Ryan Ederle

SCS Financial

RSVP Comments: N/A

Attending: Yes

Sean Edwards

Ballentine Partners

RSVP Comments: N/A

Attending: Yes

Alexys Febonio

Ballentine Partners

RSVP Comments: N/A

Attending: Yes

David Ferraro

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

BRANDON FINK

Claro Advisors

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Anthony Forcione

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Christopher Fox

Day Pitney

RSVP Comments: N/A

Attending: Yes

Thomas Francione

Loring, Wolcott & Coolidge Trust, LLC

RSVP Comments: N/A

Attending: Yes

David Friedman

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Caroline Gaffney

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Katherine Galloway

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Marc Gillette

Fred C. Church Insurance

RSVP Comments: N/A

Attending: Yes

Caitlin Glynn

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Kate Guedj

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Connor Hall

Civic Financial

RSVP Comments: N/A

Attending: Yes

Jennifer Hall

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Trevor Hamilton

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Meredith Havard

Wilchins Cosentino & Novins

RSVP Comments: N/A

Attending: Yes

Quinn Hetrick

Mintz Levin

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

Lilli Homer

SCS Financial

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Jeff Keady

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Karen Keane

Bonhams International Auctioneers & Appraisers

RSVP Comments: N/A

Attending: Yes

David Keefe

4-Point Financial

RSVP Comments: N/A

Attending: Yes

Tyler Kelly

Deloitte Tax LLP

RSVP Comments: N/A

Attending: Yes

Randy Kinard

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Jody King

Fiduciary Trust Company

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

Richard Kutia

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency, Inc

RSVP Comments: N/A

Attending: Yes

Matthew Lichtman

Lichtman & Associates, LLC

RSVP Comments: N/A

Attending: Yes

Robert Lieberson

Moody Lynn Lieberson & Walker LLC

RSVP Comments: N/A

Attending: Yes

Jonathan Liebeskind

Tenzing Insurance Strategies

RSVP Comments: N/A

Attending: Yes

Amy Lonergan

Day Pitney

RSVP Comments: N/A

Attending: Yes

Ryan Luks

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Rebecca MacGregor

Bowditch

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

Ruth Mattson

Verrill

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Caroline McKay

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Chris Mellen

Valuation Research Corporation

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

Joshua Miller

Acadia Management Co.

RSVP Comments: N/A

Attending: Yes

Brayden Minahan

Welch & Forbes LLC

RSVP Comments: N/A

Attending: Yes

Kevin Mooney

The PenFacs Group

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

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Keiron O Brien

Sandy Cove Advisors

RSVP Comments: N/A

Attending: Yes

Greg O'Connell

The Coyle Company

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

Luke Parker

Wolf & Company P.C.

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

Minerva Pinto

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Allie Powell

Northern Trust

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar

Anchor Capital

RSVP Comments: N/A

Attending: Yes

Melissa Rego

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Laura Riccio

Fedele & Murray, P.C.

RSVP Comments: N/A

Attending: Yes

Susan A. Robb

Day Pitney

RSVP Comments: N/A

Attending: Yes

Allison Robinson

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Jeff Rolke

GoldCoast Mortgage Services, Inc

RSVP Comments: N/A

Attending: Yes

Judith Rowland

Moody, Lynn, & Lieberson, 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

Robert Sanders

Woodstock Corporation

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Kaitlyn Sapp

Day Pitney

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Timothy Scanlan

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Mary Schmidt

Verrill Dana,LLP

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Meaghan Schweitzer

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Robb Scott

Mariner Wealth Advisors

RSVP Comments: N/A

Attending: Yes

Courtney Scott

Ballentine Partners LLC

RSVP Comments: N/A

Attending: Yes

Cameron Scott

BerryDunn

RSVP Comments: N/A

Attending: Yes

Heidi Seely

Day Pitney

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Nikki Marie Sherwood

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Reed Smith

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Craig Standish

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Kurt Steinkrauss

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Joni Stone

FL Putnam Investment Managment Company

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

RSVP Comments: N/A

Attending: Yes

Mirna R. Succari, CFP®

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

Jeffrey Tomaneng

Jeffrey N. Tomaneng, CFP®

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Maureen Villadelgado

Clarkin & Phillips, P.C.

RSVP Comments: N/A

Attending: Yes

Anne Warren

Brown Brothers Harriman & Co.

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