Registration List: Networking Reception at Heckerling Institute: Members Only
Julia Abbott  Orsi Arone Rothenberg Turner, LLP RSVP Comments: N/A Attending: Yes Julie Alix PNC Private Bank RSVP Comments: N/A Attending: Yes David Appel Appel Insurance Advisors LLC RSVP Comments: N/A Attending: Yes Robert Arone Orsi, Arone, Rothenberg, Turner RSVP Comments: N/A Attending: Yes Susan A. Atlas Susan A. Atlas, Esq., LL.M RSVP Comments: N/A Attending: Yes Talia Azzaretto McCarter & English LLP RSVP Comments: N/A Attending: Yes Nicole Bailey Fortis Management Group RSVP Comments: N/A Attending: Yes Chris Barber Doyle Auctioneers and Appraisers RSVP Comments: N/A Attending: Yes Michael Bass Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Susan Black Boston Financial Management RSVP Comments: N/A Attending: Yes David Blouin Blouin & Company, Inc. RSVP Comments: N/A Attending: Yes Vincent Bonazzoli Family Estate Planning Law Group RSVP Comments: N/A Attending: Yes Seth Buckley Buckley Financial RSVP Comments: N/A Attending: Yes Steven Carr Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Andrew Clark CBIZ RSVP Comments: N/A Attending: Yes Sharon E. Cohen Northern Trust Company RSVP Comments: N/A Attending: Yes Ada Colomb Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Erin Cooper PNC Private Bank RSVP Comments: N/A Attending: Yes Adrienne Cormier Bank of America Private Bank RSVP Comments: N/A Attending: Yes Michael Cosentino Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Michael CostaFiduciary Trust Company RSVP Comments: Gold Sponsor Tickets (2 of 2) Attending: Yes Marlee Cowan Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes David D'Amico Cambridge Trust Company RSVP Comments: N/A Attending: Yes Joseph Darby 12 ROBBINS RD RSVP Comments: N/A Attending: Yes Carolyn Decker Lake Street Advisors RSVP Comments: N/A Attending: Yes Eric Denny RSM US LLP RSVP Comments: N/A Attending: Yes Gillian DeSilva Lake Street Advisors, LLC RSVP Comments: N/A Attending: Yes Victor Diune Bank of America - Merrill 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 Mary Ann Duffey Loring, Wolcott & Coolidge RSVP Comments: N/A Attending: Yes Chris Duffy Capital Analysts of New England RSVP Comments: N/A Attending: Yes Todd EcklerFiduciary Trust Company RSVP Comments: Gold Sponsor Tickets (1 of 2) Attending: Yes Sean Edwards Ballentine Partners 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 Daniel Flanagan Canby Financial Advisors RSVP Comments: N/A Attending: Yes Christine Fletcher Day Pitney LLP RSVP Comments: N/A Attending: Yes Kristina Foreman Boston Financial Management LLC 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 Marc Gillette Fred C. Church Insurance RSVP Comments: N/A Attending: Yes Caitlin Glynn Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Richard Gulman PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Travis Hall Leader Bank RSVP Comments: I would like to bring my colleague Dorothy Zahir to this event if possible. Thank you! Attending: Yes Megan Hathaway Foy The Boston Foundation RSVP Comments: N/A Attending: Yes Stephanie Hood The Hood Firm, PC RSVP Comments: N/A Attending: Yes Alan Huberman CLA RSVP Comments: N/A Attending: Yes Alyssa Jasiak Tonneson & Company, PC RSVP Comments: N/A Attending: Yes Jody King Fiduciary Trust Company RSVP Comments: N/A Attending: Yes David Krall Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Richard Kutia Howland Capital Management RSVP Comments: N/A Attending: Yes Amy Lonergan Day Pitney LLP RSVP Comments: N/A Attending: Yes Ryan Luks BNY Mellon Wealth Management RSVP Comments: I would like to bring some colleagues of mine if possible. Attending: Yes Rebecca MacGregor Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes James Machinchick Lake Street Advisors, LLC RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Patricia Malley McCarter & English, LLP RSVP Comments: N/A Attending: Yes Craig Mancusi Marsh Private Client Services RSVP Comments: N/A Attending: Yes Brooke Manfredi FDC Family Office RSVP Comments: N/A Attending: Yes Kenneth Masters Winged Keel Group RSVP Comments: N/A Attending: Yes Jean McDevitt Bullens Baker Newman Noyes, LLC RSVP Comments: N/A Attending: Yes Geoff McDonald IQ-EQ RSVP Comments: N/A Attending: Yes Andy McGlynn Goldman Sachs RSVP Comments: N/A Attending: Yes Chris Mellen Valuation Research Corporation RSVP Comments: N/A Attending: Yes Lisa Melpignano Boston Trust Walden 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 Mark Minassian BDO USA RSVP Comments: N/A Attending: Yes Brendan Mitchell Market Street Trust Company RSVP Comments: N/A Attending: Yes Kraig Moore JDJ Family Office Services RSVP Comments: N/A Attending: Yes Bill Moran Bass, Doherty & Finks PC RSVP Comments: N/A Attending: Yes James Murphy Northeast Investment Management RSVP Comments: N/A Attending: Yes Jennifer Murtie Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Paul Nadeau Kahn, Litwin, Renza & Co., Ltd. RSVP Comments: N/A Attending: Yes Matthew Naumec Winged Keel Group RSVP Comments: N/A Attending: Yes Kathleen OBrien Bonhams Skinner RSVP Comments: N/A Attending: Yes Jaclyn O'Leary Day Pitney, LLP RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Asa Phillips Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Cameron Rahbar Howland Capital 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 Allison Robinson Brown Brothers Harriman 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 Judith Saxe CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Randy Schneider Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Nathan Schroeder Empire Valuation Consultants, LLC RSVP Comments: N/A Attending: Yes Meaghan Schweitzer Merill Lynch 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 Brian Sergenian MLG Capital 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 Melissa Sommer Darwin Trust Company, LLC 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 RSVP Comments: N/A Attending: Yes Barbara Targum Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Jane Taubner Barney TFC Financial RSVP Comments: N/A Attending: Yes Shawn Valliere Lake Street Advisors RSVP Comments: N/A Attending: Yes Elana Vasi-Smith Trove RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes
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