Boston Estate Planning Council

2024 Annual Gala

Event Details

Registration List: 2024 Annual Gala

Stephanie Addeo

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Katelyn Allen

Nutter

RSVP Comments: N/A

Attending: Yes

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Mouna Annazri

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Chris Arnold

MG Financial

RSVP Comments: N/A

Attending: Yes

Susan A. Atlas

Susan A. Atlas, Esq., LL.M

RSVP Comments: N/A

Attending: Yes

Lauren Atsalis

N/a

RSVP Comments: N/A

Attending: Yes

Laurie Austin

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

LaGina Austin

Hindman Appraisals

RSVP Comments: N/A

Attending: Yes

Talia Azzaretto

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Lynne Bagby

Asset Preservation, Inc.

RSVP Comments: N/A

Attending: Yes

Nicole Bailey

Fortis Management Group

RSVP Comments: N/A

Attending: Yes

Jessica Bailot

Verrill

RSVP Comments: N/A

Attending: Yes

Gerald Baker

Wilmington Trust

RSVP Comments: N/A

Attending: Yes

Chris Barber

DOYLE

RSVP Comments: N/A

Attending: Yes

Emma Barooshian

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Mark Barooshian

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Laura Barooshian

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Casey Barron

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Kathryn Barry

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Brett Barthelmeh

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Michael Bass

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Rachael Bator

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Joseph Beauchaine

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Thomas Bentley

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Tiffany Bentley

Day Pitney

RSVP Comments: N/A

Attending: Yes

James Berry

Cushman & Wakefield of MA

RSVP Comments: N/A

Attending: Yes

John Biebel

Ridley Cove Financial Advisors LLC

RSVP Comments: N/A

Attending: Yes

Joseph Bierwirth

Hemenway & Barnes LLP

RSVP Comments: N/A

Attending: Yes

Susan Black

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Cristina Blau

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Dave Blouin

Blouin & Company, Inc.

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

Zachary Bourque

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Kelly Boutin

Day Pitney

RSVP Comments: N/A

Attending: Yes

Richard Brady

Management Planning Inc. MPI

RSVP Comments: N/A

Attending: Yes

Julie Braverman Bruno

Verrill

RSVP Comments: N/A

Attending: Yes

Margaret Brennan

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Kenneth Brier

Brier Marandett & Rossetti LLP

RSVP Comments: N/A

Attending: Yes

Katharine Brite

Verrill

RSVP Comments: N/A

Attending: Yes

Antonietta Puopolo Brogna

Fiduciary Trust of New England

RSVP Comments: N/A

Attending: Yes

Amy Brown

Commonwealth Trust Company

RSVP Comments: N/A

Attending: Yes

Mike Brown

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Victoria Bucci

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Daniel Buckley

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Doug Burden

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Hannah Burke

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Alice Burley

SCS Financial

RSVP Comments: N/A

Attending: Yes

Hether Cahill

Day Pitney

RSVP Comments: N/A

Attending: Yes

Tom Callahan

BFA Family Offices

RSVP Comments: N/A

Attending: Yes

Liz Campana

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Alexa Carbone

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Steven Carr

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Emily Cashman

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Matthew Casieri

Appleton Partners Inc.

RSVP Comments: N/A

Attending: Yes

Lindsay Cassaro

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Kayla Caswell

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Heather Cheney

BNY Mellon

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

Leonard Clark

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Nathan Clayberg

MLG Capital

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Allison Collins

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Ada Colomb

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Terence Condren

IEQ Capital LLC

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

Gina Costello

First Republic Investment Management

RSVP Comments: N/A

Attending: Yes

Stephen Coulter

Planned Lifetime Assistance Network of MA and RI, Inc.

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

Louis Crosier

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Tim Cuff

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Lisa Cukier

Burns & Levinson, LLP

RSVP Comments: N/A

Attending: Yes

Bala Cumaresan

Siharum Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Megan Curran

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Ryan Dahlgren

BNY Mellon

RSVP Comments: N/A

Attending: Yes

Joseph Darby

12 ROBBINS RD

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Westerman Davis

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Carolyn Decker

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Olivier Delmelle

Trove

RSVP Comments: N/A

Attending: Yes

Kaitlin DeMartin

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Lauren DeMatteo

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

Carter Denton

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Gillian DeSilva

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

Derek Dobecki

SCS Financial

RSVP Comments: N/A

Attending: Yes

Gary Domoracki

Oppenheimer

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

Nina Dow

Bowditch & Dewey, LLP

RSVP Comments: N/A

Attending: Yes

James Downing

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Jere Doyle

BNY Mellon

RSVP Comments: N/A

Attending: Yes

Chris Duffy

Capital Analysts of New England

RSVP Comments: N/A

Attending: Yes

Adam Dunn

Berkadia

RSVP Comments: N/A

Attending: Yes

Peter Dunn

Greater Worcester Community Foundation

RSVP Comments: N/A

Attending: Yes

Rich Dunsmore

Arons & Dunsmore Insurance Agency

RSVP Comments: N/A

Attending: Yes

Kristin Dzialo

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Todd Eckler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Sean Edwards

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Ashley Evirs

Dalton & Finegold, LLP

RSVP Comments: N/A

Attending: Yes

Kelly Lora Ewart

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Doug Farrington

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Susan Farris

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Alexys Febonio

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

David Ferraro

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

David Ferraro

Ballentine Partners, LLC

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

Dylan Flaherty

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Jennifer Flanagan

Mirick O'Connell

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Thomas Francione

Loring, Wolcott & Coolidge Trust, LLC

RSVP Comments: N/A

Attending: Yes

Barbara Freedman Wand

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Dara Lynn Freytag

Tarlow Breed Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

David Friedman

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Andrew Frieze

Frieze & Rosen LLC

RSVP Comments: N/A

Attending: Yes

Kimberly A Furnald

Robin Glen

RSVP Comments: N/A

Attending: Yes

Caroline Gaffney

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Katherine Galloway

Verrill

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

Caitlin Glynn

Nutter

RSVP Comments: N/A

Attending: Yes

Laura Godine

Corient

RSVP Comments: N/A

Attending: Yes

James Gorrie

Farella Braun + Martel LLP

RSVP Comments: N/A

Attending: Yes

William Graham

JP Morgan

RSVP Comments: N/A

Attending: Yes

Tim Gray

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Danielle Grimes

PKF O’Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Rick Gulman

PKFOD

RSVP Comments: N/A

Attending: Yes

Shea GuntherMaher

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Thomas Hagstrom

Appleton Partners, Inc.

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

Jennifer Hall

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Pamela Halter

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

Justin Hannan

Day Pitney

RSVP Comments: N/A

Attending: Yes

Drew Harker

AllianceBernstein

RSVP Comments: N/A

Attending: Yes

Bailey Harper Hans

Day Pitney

RSVP Comments: N/A

Attending: Yes

Heather Harris

Day Pitney

RSVP Comments: N/A

Attending: Yes

Andrew Harrod

Brown Brothers Harriman

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

Abbey Henderson

Abaris Financial Group

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Dena Hirsch

Verrill

RSVP Comments: N/A

Attending: Yes

Jillian Hirsch

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Katie Hislop

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Carin Hofer

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

John Homan

SCS Financial

RSVP Comments: N/A

Attending: Yes

Lilli Homer

SCS Financial

RSVP Comments: N/A

Attending: Yes

Stephanie Hood

Farella Braun + Martel LLP

RSVP Comments: N/A

Attending: Yes

Nicole Hostettler

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Alyssa Jasiak

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Geoffry Juviler

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

David Keefe

4-Point Financial

RSVP Comments: N/A

Attending: Yes

Kathleen Kenealy

Katapult Financial Planning

RSVP Comments: N/A

Attending: Yes

Ahlem Khaled

BNY Mellon

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

RSVP Comments: N/A

Attending: Yes

Jake Kucharzyk

BNY Mellon

RSVP Comments: N/A

Attending: Yes

Richard Kutia

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Lisa Lamb

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Tyler Lambert

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Melissa Langa

Bove & Langa P.C.

RSVP Comments: N/A

Attending: Yes

Joseph Lanzi

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Sheila Lawrence

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Will Leisman

Leisman Insurance Agency, Inc.

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency, Inc.

RSVP Comments: N/A

Attending: Yes

Matthew Leonard

Verrill

RSVP Comments: N/A

Attending: Yes

Matthew Lichtman

Lichtman & Associates, LLC

RSVP Comments: N/A

Attending: Yes

Jonathan Liebeskind

Tenzing Insurance Strategies

RSVP Comments: N/A

Attending: Yes

Logan Liljeberg

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Mark Lingerfield

Management Planning Inc. MPI

RSVP Comments: N/A

Attending: Yes

Tova Litwak

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Amy Lonergan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Longo

SCS Financial

RSVP Comments: N/A

Attending: Yes

Logan Luongo

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

Rebecca MacGregor

Bowditch

RSVP Comments: N/A

Attending: Yes

Alexander Macheras

Tarlow, Breed, Hart & Rodgers

RSVP Comments: N/A

Attending: Yes

Jim Machinchick

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Elizabeth Madden

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Norman Maguire

NKM Financial, Inc.

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Liz Malgari

Abaris Financial Group LLC

RSVP Comments: N/A

Attending: Yes

Patricia Malley

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Mallows

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

Craig Mancusi

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Brooke Manfredi

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Ken Masters

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Richard Mastrocola

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Robert Matson

Robert A. Matson, CLU, ChFC, AEP

RSVP Comments: N/A

Attending: Yes

Marie Matterazzo

InterContinental Insurance Brokers

RSVP Comments: N/A

Attending: Yes

Ruth Mattson

Verrill

RSVP Comments: N/A

Attending: Yes

Garett May

Planned Lifetime Assistance Network of MA and RI, Inc.

RSVP Comments: N/A

Attending: Yes

Lisa May

Planned Lifetime Assistance Network of MA and RI, Inc.

RSVP Comments: N/A

Attending: Yes

Timothy McBride

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Steve McCabe

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Justin McCarthy

Burns & Levinson

RSVP Comments: N/A

Attending: Yes

Liz McElligott

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Joan McGrath

PLAN of MA & RI, Inc.

RSVP Comments: N/A

Attending: Yes

Diane McGwin

Newfound Associates

RSVP Comments: N/A

Attending: Yes

Caroline McKay

CIBC Private Wealth

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

Ethan McKittrick

Loring, Wolcott & Coolidge

RSVP Comments: N/A

Attending: Yes

Drew McMorrow

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Dan Mello

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Lisa Melpignano

Boston Trust Walden

RSVP Comments: N/A

Attending: Yes

Jose Mercado

Commonwealth Trust Company

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

Michael Mingolelli

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Thomas Mitchell

Sconset Wealth Management

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

William Moran

Bass, Doherty & Finks P.C.

RSVP Comments: N/A

Attending: Yes

Katie Moschella

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Terry Mullaney, Sr.

Wilmington Trust

RSVP Comments: N/A

Attending: Yes

Whitney Mullare

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Brett Murdock

SCS Financial

RSVP Comments: N/A

Attending: Yes

Jennifer Murtie

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Rebecca Mutch

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Kerry Needham

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Sonya Nersessian

Sonya Nersessian, Attorney

RSVP Comments: N/A

Attending: Yes

Thomas Nonnweiler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Colleen Noonan

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Laurie Novak

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Keiron O Brien

Cross Coastal Advisors

RSVP Comments: N/A

Attending: Yes

Adam Ochlis

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Ryan O'Connell

SCS Financial

RSVP Comments: N/A

Attending: Yes

Shannon O'Connor

Nutter

RSVP Comments: N/A

Attending: Yes

Jaclyn O'Leary

Day Pitney

RSVP Comments: N/A

Attending: Yes

Alex Olson

Rockland Trust Company

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

Albana Orgocka

Choate Hall and Stewart LLP

RSVP Comments: N/A

Attending: Yes

Luke Parker

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Nick Parseghian

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Elisa Pasche

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Christopher Perry

Northern Trust

RSVP Comments: N/A

Attending: Yes

Christopher Petronio

Verrill

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

John Pini

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Allison Post

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Lori Power

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Cassandra Prince

Nutter

RSVP Comments: N/A

Attending: Yes

John Przybylski

Pathstone

RSVP Comments: N/A

Attending: Yes

Ruzanna Queenan

Queenvest LLC

RSVP Comments: N/A

Attending: Yes

Sid Queler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar, MST, CFP®, AEP®

Anchor Capital

RSVP Comments: N/A

Attending: Yes

David Raymon

Day Pitney

RSVP Comments: N/A

Attending: Yes

Kendall Reed

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Melissa Rego

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Heather Reid

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Mariel Rheingold

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Laura Riccio

Fedele & Murray, P.C.

RSVP Comments: N/A

Attending: Yes

Laura Richards

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Susan Robb

Day Pitney

RSVP Comments: N/A

Attending: Yes

Jeffrey Roberts

Nutter

RSVP Comments: N/A

Attending: Yes

Jillian Robillard

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Allison Robinson

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Becca Rotstein

RSVP Comments: N/A

Attending: Yes

Elliot Rotstein

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Judith Rowland

Moody, Lynn, & Lieberson, LLC

RSVP Comments: N/A

Attending: Yes

Rob Rudnick

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Kathy Sablone

Boston Financial Management Inc.

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

Steve Sarcione

Trove

RSVP Comments: N/A

Attending: Yes

Stefan Sargeant

Cushman & Wakefield of MA

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

Timothy Scanlan

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Lauren Scanlon

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Yuliya Scharf

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Mary Schmidt

Verrill

RSVP Comments: N/A

Attending: Yes

Mary Schmidt

Verrill Dana LLP

RSVP Comments: N/A

Attending: Yes

Jordana Schreiber

Day Pitney

RSVP Comments: N/A

Attending: Yes

Nathan Schroeder

Empire Valuation Consultants, LLC

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Lawrence A. Schwartz

L.A. Schwartz CPA

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Meaghan Schweitzer

Neuberger Berman Private Wealth

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

Donna Scotti

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Sam Seekins

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Heidi Seely

Day Pitney

RSVP Comments: N/A

Attending: Yes

Brian Sergenian

MLG Capital

RSVP Comments: N/A

Attending: Yes

Nick Sharis

SCS Financial

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Joel Sherman

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Nikki Sherwood

Nutter

RSVP Comments: N/A

Attending: Yes

Patricia Shumaker

PYWL

RSVP Comments: N/A

Attending: Yes

Josh Silverstein

Brecher, Wyner, Simons, Fox & Bolan, P.C.

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney

RSVP Comments: N/A

Attending: Yes

Michelle Skrobacz

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Haley Slack

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Caroline Smith

Freeman's

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Lynn Sommer

BDO

RSVP Comments: N/A

Attending: Yes

Michelle Soufan

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Leanne Stafford

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Nicholas Staley

BNY Mellon

RSVP Comments: N/A

Attending: Yes

Jon Steffensen

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Kurt Steinkrauss

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Thomas Stephens

The Moody Street Group

RSVP Comments: N/A

Attending: Yes

Joni Stone

FL Putnam Investment Managment Company

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Wolfgang Suess

Great Point Capital

RSVP Comments: N/A

Attending: Yes

Christopher Suh

The Wagner Law Group

RSVP Comments: N/A

Attending: Yes

Rob Suiter

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Cassandra Swanson

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Ryan Swartz

McLane Middleton, P.A.

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

Abby Thackston

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Peter Thomas

Burns & Levinson

RSVP Comments: N/A

Attending: Yes

Brian Thompson

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Philip Tizzano

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Kyle Tracey

SCS Financial LLC

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Sarah Trahon

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Kimberley Train

PKF O’Connor Davies

RSVP Comments: N/A

Attending: Yes

Donald Troy

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Shawn Valliere

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Shawn Valliere

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Jessica Varney

Kahn Litwin Renza & Co LTD

RSVP Comments: N/A

Attending: Yes

Elana Vasi-Smith

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Brad Vezina

McLane Middleton, P.A.

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

Christopher Voukides

Day Pitney

RSVP Comments: N/A

Attending: Yes

Louise Wager

BNY Mellon

RSVP Comments: N/A

Attending: Yes

Anne Warren

Brown Brothers Harriman

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

Thomasina Williams

Sankofa Legacy Advisors

RSVP Comments: N/A

Attending: Yes

Johanna Wise Sullivan

Nutter

RSVP Comments: N/A

Attending: Yes

Karen Witherell

Bove & Langa, P.C.

RSVP Comments: N/A

Attending: Yes

Hugh Woodside

Empire Valuation Consultants, LLC

RSVP Comments: N/A

Attending: Yes

Bobby Wyman

SCS Financial

RSVP Comments: N/A

Attending: Yes

Emily Yiannis

CIBC - Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Nora Yousif, CFP®, CDFA®, CPFA

RBC Wealth Management's Empower Wealth Group

RSVP Comments: N/A

Attending: Yes

Susan Zimmerman

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

Upcoming Events more

12/4/2025
Invite Only: Holiday New Member Pre-Reception

12/4/2025
Members Only: 2025 Holiday Networking Reception

12/10/2025
BEPC Webinar: Alternative Residence & Citizenship by Investment

12/10/2025
NAEPC Webinar: Complimentary Webinar presented by John A. Warnick, JD, AEP® (Distinguished)

1/12/2026 » 1/16/2026
60th Annual Heckerling Institute on Estate Planning

Registration List: 2024 Annual Gala

Boston Estate Planning Council

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