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BEPC Webinar: Alternative Residence & Citizenship by Investment
Event Details

Registration List: BEPC Webinar: Alternative Residence & Citizenship by Investment

Julie Alix
PNC Private Bank
RSVP Comments: N/A
Attending: Yes
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Brett Barthelmeh
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Jennifer Billings
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Jeremy Bohne
Paceline Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Gernon Brown
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Katie Bullen
Jordan Park Trust Company
RSVP Comments: N/A
Attending: Yes
Kyle Charlot
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Sharon E. Cohen
Northern Trust Company
RSVP Comments: N/A
Attending: Yes
Debra Del Toro
CBIZ
RSVP Comments: N/A
Attending: Yes
Lauren DeMatteo
Rubin Rudman
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Erin Donahue
Dalton & Finegold
RSVP Comments: N/A
Attending: Yes
Steven Dray
Zevin Asset Management, LLC
RSVP Comments: N/A
Attending: Yes
Mary Ann Duffey
Loring, Wolcott & Coolidge
RSVP Comments: N/A
Attending: Yes
David Ferraro
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Kristina Foreman
CAPTRUST
RSVP Comments: N/A
Attending: Yes
Judi Galst
Henley & Partners
RSVP Comments: N/A
Attending: Yes
Pamela Halter
SCS Financial Services
RSVP Comments: N/A
Attending: Yes
Michelle Harrison
Single Point Partners
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Dalton & Finegold, LLP
RSVP Comments: N/A
Attending: Yes
Carin Hofer
Cabot-Wellington, LLC
RSVP Comments: N/A
Attending: Yes
Nicole Hostettler
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
SCS Financial
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Eric Labo
The Baldwin Group
RSVP Comments: N/A
Attending: Yes
Mark LaCamera
Aureus Asset Management
RSVP Comments: N/A
Attending: Yes
Melissa Langa
Bove Langa Witherell & Soiffer P.C.
RSVP Comments: N/A
Attending: Yes
Judy Leung
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Tova Litwak
Trove FS, LLC
RSVP Comments: N/A
Attending: Yes
Madalina Loghin
LGA, LLP
RSVP Comments: N/A
Attending: Yes
James Machinchick
The Oglethorpe Collective
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
PKF O'Connor Davies, LLP
RSVP Comments: N/A
Attending: Yes
Kenneth Masters
Winged Keel Group
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Karen McKenna
Shipman & Goodwin, LLP
RSVP Comments: N/A
Attending: Yes
Bianca McLaughlin
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Kristen McVaugh
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Micaela Mirabassi
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Thomas Mitchell
Sconset Wealth Management
RSVP Comments: N/A
Attending: Yes
Kraig Moore
Trove
RSVP Comments: N/A
Attending: Yes
Sonya Nersessian
Sonya Nersessian, Attorney
RSVP Comments: N/A
Attending: Yes
Sarah J. O'Leary
Gilmore Rees & Carlson PC
RSVP Comments: N/A
Attending: Yes
Daniel Paris
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Howland Capital
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America Private Bank
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
Katherine M. Sheehan
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Dawn Smith
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
Michelle Soufan
Ballentine Partners
RSVP Comments: N/A
Attending: Yes
William Spencer
crestwood advisors
RSVP Comments: N/A
Attending: Yes
Jane Taubner Barney
TFC Financial
RSVP Comments: N/A
Attending: Yes
Kathleen Trachy
Fortis Management Group LLC
RSVP Comments: N/A
Attending: Yes
Anne Warren
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Lauren White
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Dimitria Yeannakopoulos
Wolf & Company, P.C.
RSVP Comments: N/A
Attending: Yes
Emily Yiannis
CIBC - Private Wealth Management
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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