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BEPC Roundtable Luncheon
Event Details

Registration List: BEPC Roundtable Luncheon

Rachael Bator
N/A
RSVP Comments: N/A
Attending: Yes
Luke Bean
Rico, Murphy, Diamond & Bean, LLP
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
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
John, W Breedlove
The Moody Street Group
RSVP Comments: N/A
Attending: Yes
Dylan Brix, CFA
The Boston Family Office
RSVP Comments: N/A
Attending: Yes
Chuck Brown
LongView Investment Advisors LLC
RSVP Comments: N/A
Attending: Yes
Connor Bucklen
Howland Capital
RSVP Comments: N/A
Attending: Yes
Karen Carroll
RSVP Comments: N/A
Attending: Yes
Claire Commons
Northern Trust
RSVP Comments: N/A
Attending: Yes
Terence Condren
IEQ Capital LLC
RSVP Comments: N/A
Attending: Yes
Kyle Cox
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Kenneth Davis
The Bulfinch Group
RSVP Comments: N/A
Attending: Yes
Manish Deopura
Cottage Caregivers, LLC
RSVP Comments: N/A
Attending: Yes
Gillian DeSilva
Lake Street Advisors, LLC
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Beata Dragovics
Freedom Trail Financial
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
Fiona Finn
Howland Capital
RSVP Comments: N/A
Attending: Yes
Linda Fisher
Fisher Law LLC
RSVP Comments: N/A
Attending: Yes
Daniel Flanagan
Canby Financial Advisors
RSVP Comments: N/A
Attending: Yes
Vicky Gibbs
RSVP Comments: N/A
Attending: Yes
Alex Gross
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Thomas Hagstrom, CFA
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Jennifer Hall
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Travis Hall
Leader Bank
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
RSVP Comments: N/A
Attending: Yes
Russell Holmes
Baystate Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Ruth Kennedy Sudduth
LandVest, Inc.
RSVP Comments: prefer dairy free
Attending: Yes
Tim King
Merrill Lynch Private Banking & Investment Group
RSVP Comments: N/A
Attending: Yes
Mark LaCamera
Aureus Asset Management
RSVP Comments: N/A
Attending: Yes
Melissa Langa
Bove & Langa, P.C.
RSVP Comments: N/A
Attending: Yes
James Machinchick
Lake Street Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Kyle Munns
Day Pitney LLP
RSVP Comments: N/A
Attending: Yes
Thomas Nonnweiler
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Daniel Paris
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Chistopher Payer
Highland Capital
RSVP Comments: N/A
Attending: Yes
Alexander Powell
Northern Trust
RSVP Comments: N/A
Attending: Yes
Ruzanna Queenan
Queenvest LLC
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Howland Capital
RSVP Comments: N/A
Attending: Yes
Mariel Rheingold
Bass, Doherty & Finks, P.C.
RSVP Comments: N/A
Attending: Yes
Phillip Rothman
NJL&C
RSVP Comments: N/A
Attending: Yes
Ralph Rotman
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Caren Schindel
McLauhglin, Richards, Biller & Schindel
RSVP Comments: N/A
Attending: Yes
Iris Taymore Schnitzer
Law Office of Iris Taymore Schnitzer
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
Kathleen Smith
The Washington Trust Company
RSVP Comments: N/A
Attending: Yes
William Speciale
Cerity Partners
RSVP Comments: N/A
Attending: Yes
Christian Stone
PNC Private Bank
RSVP Comments: N/A
Attending: Yes
Joni Stone
FL Putnam
RSVP Comments: N/A
Attending: Yes
Wolfgang Suess
Great Point Capital, LLC
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
Jesse Thurman
RSVP Comments: N/A
Attending: Yes
Alice K. Walsh
Middleton & Company, Inc.
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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