Registration List: BEPC Fall Kickoff Networking Reception
David Appel  Appel Insurance Advisors LLC RSVP Comments: N/A Attending: Yes Thomas Assad PNC Private Bank RSVP Comments: N/A Attending: Yes Bracknell Baker GB Financial Group RSVP Comments: N/A Attending: Yes Damon Barglow Damon Barglow RSVP Comments: N/A Attending: Yes Rachael Bator Lake Street Advisors RSVP Comments: N/A Attending: Yes Luke Bean Rico, Murphy, Diamond & Bean, LLP RSVP Comments: N/A Attending: Yes Joshua Bearce Holland & Knight LLP RSVP Comments: N/A Attending: Yes Susan Black Boston Financial Management RSVP Comments: N/A Attending: Yes Sydney Blomstrom J.D. Graduate 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 Liz Campana Ballentine Partners, LLC 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 Jennifer Civitella Hilario JC Hilario, PC RSVP Comments: N/A Attending: Yes Matthew Clark Fortis Management Group LLC RSVP Comments: Guest of Kathleen Trachy Attending: Yes Sharon E. Cohen Northern Trust Company RSVP Comments: N/A Attending: Yes Allison Collins Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Terence Condren IEQ Capital LLC RSVP Comments: N/A Attending: Yes Marlee Cowan Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Lisa Cukier Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Megan Curran Boston Financial Management RSVP Comments: N/A Attending: Yes Lauren DeMatteo Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Carter Denton Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Manish Deopura Cottage Caregivers, LLC RSVP Comments: N/A Attending: Yes Ashish Deopura RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP 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 RSVP Comments: N/A Attending: Yes Doug Farrington 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 Linda Fisher Fisher Law LLC RSVP Comments: N/A Attending: Yes Jennifer Flanagan Mirick O'Connell 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 Dara Lynn Freytag Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes David Friedman RSVP Comments: N/A Attending: Yes Lexi Gibbs Howland Capital Management RSVP Comments: N/A Attending: Yes Susan GrandisRubin and Rudman LLP RSVP Comments: N/A Attending: Yes Meredith GreeneDay Pitney RSVP Comments: N/A Attending: Yes Thomas Hagstrom, CFA Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Mitchell Halpern KLR RSVP Comments: N/A Attending: Yes Drew W. Harker Bernstein Private Wealth Management RSVP Comments: N/A Attending: Yes Bailey Harper HansDay Pitney RSVP Comments: N/A Attending: Yes Paul Higgins Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Nicole Jackson Leslie Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Tim King Merrill Lynch Private Banking & Investment Group RSVP Comments: N/A Attending: Yes William Krause Northern Trust RSVP Comments: N/A Attending: Yes Richard Kutia Howland Capital Management RSVP Comments: N/A Attending: Yes Megan L. Dean Ruberto, Israel & Weiner, P.C. RSVP Comments: N/A Attending: Yes Tyler Lambert Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Jenni Leisman Dessert Leisman Insurance Agency, Inc RSVP Comments: N/A Attending: Yes Logan Liljeberg Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Ryan Luks BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Rebecca MacGregor Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Daniella MacRitchie Howland Capital Management RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP 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 Joan McGrath PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Joshua Miller Acadia Management Co. RSVP Comments: N/A Attending: Yes Brayden Minahan Wilmington Trust RSVP Comments: N/A Attending: Yes Mark Minassian BDO USA, RSVP Comments: N/A Attending: Yes Brendan Mitchell Market Street Trust Company, Inc RSVP Comments: N/A Attending: Yes Brendan Mitchell Market Street Trust Company RSVP Comments: N/A Attending: Yes William Morgan Murtha Cullina LLP RSVP Comments: N/A Attending: Yes Jennifer Murtie Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Tom Nonnweiler Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Michael O'Connor Ruberto, Israel & Weiner, P.C. RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes Sean Oliveira JPMorgan 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 Jay Pabian Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Nick Parseghian Marcum LLP RSVP Comments: N/A Attending: Yes Kara Pass 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 John Pini Boston Financial Management, LLC RSVP Comments: N/A Attending: Yes Deirdre Prescott Sandy Cove Advisors 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 John Ramsey Goulston & Storrs 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 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 Phillip Rothman NJL&C RSVP Comments: N/A Attending: Yes Elliot Rotstein Ballentine Partners, LLC 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 Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Jordana Schreiber Day Pitney RSVP Comments: N/A Attending: Yes Cameron Scott BerryDunn RSVP Comments: N/A Attending: Yes Courtney Scott Connolly Ballentine Partners, LLC 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 Kathleen Smith The Washington Trust Company 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 Joni Stone FL Putnam RSVP Comments: N/A Attending: Yes David Strachan Dakota Wealth Management RSVP Comments: N/A Attending: Yes Rusdi SumnerMarket Street Trust Company RSVP Comments: N/A Attending: Yes Brad Taylor Citrin Cooperman RSVP Comments: N/A Attending: Yes Zachary Taylor Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Kathleen Trachy Fortis Management Group RSVP Comments: N/A Attending: Yes Susan Turnbull Personal Legacy Advisors, LLC RSVP Comments: N/A Attending: Yes Christopher VoukidesDay Pitney RSVP Comments: providing sponsor remarks 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 Karen Witherell Bove & Langa, P.C. RSVP Comments: N/A Attending: Yes Scott Wittlin Sassoon Cymrot Law, LLC RSVP Comments: N/A Attending: Yes
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