Registration List: Members Only: Networking Reception at Heckerling Institute
David Appel  Appel Insurance Advisors LLC RSVP Comments: N/A Attending: Yes Robert Arone Orsi, Arone, Rothenberg, Turner RSVP Comments: N/A Attending: Yes Talia Azzaretto McCarter & English LLP 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 Catherine Bassick Bassick Advisors Trust and Estates at Douglas Elliman Real Estate RSVP Comments: N/A Attending: Yes Rachael Bator CMH Wealth RSVP Comments: N/A Attending: Yes David Blouin Blouin & Company, Inc. RSVP Comments: N/A Attending: Yes Seth Buckley Buckley Financial RSVP Comments: N/A Attending: Yes Andrew Clark CBIZ RSVP Comments: N/A Attending: Yes Nathan ClaybergMLG Capital 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 Nicole Cordeiro Smith Duggan Cornell & Gollub, LLP RSVP Comments: N/A Attending: Yes Adrienne Cormier Bank of America Private Bank RSVP Comments: N/A Attending: Yes Mike Costa Fiduciary Trust Company of New England RSVP Comments: N/A Attending: Yes Marlee Cowan Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Kathryn Craig DOYLE Auctioneers & Appraisers RSVP Comments: N/A Attending: Yes Lisa Cukier Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes David D'Amico Cambridge Trust Company RSVP Comments: N/A Attending: Yes Debra Del Toro CBIZ RSVP Comments: N/A Attending: Yes Tyler Dolan Rimon, PC RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Mary Ann Duffey Loring, Wolcott & Coolidge 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 Alexys Febonio Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Taylor Ferrara Wilchins Cosentino & Novins LLP 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 Peter Fisher Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Jennifer Flanagan Mirick O'Connell RSVP Comments: N/A Attending: Yes Daniel Flanagan Frank and Flanagan Wealth Advisors RSVP Comments: N/A Attending: Yes Kristina Foreman CAPTRUST RSVP Comments: N/A Attending: Yes Thomas Francione Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes Dara Lynn Freytag Holland & Knight LLP. RSVP Comments: N/A Attending: Yes Katherine Galloway Verrill Dana, LLP RSVP Comments: N/A Attending: Yes Marilyn Gentilotti The Washington Trust Company RSVP Comments: N/A Attending: Yes Emily Griset Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Kelly Guarino Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Richard Gulman PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Travis Hall Leader Bank RSVP Comments: Understand this is members only, and if not possible I understand, but would like to invite Dorothy Zahir (Leader Bank as a guest if possible). Attending: Yes Pamela Halter SCS Financial Services RSVP Comments: N/A Attending: Yes Megan Hathaway Foy The Boston Foundation RSVP Comments: N/A Attending: Yes Dan Hatten McDermott Will & Schulte LLP RSVP Comments: N/A Attending: Yes Paul Higgins Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Nicole Hostettler CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Alan Huberman CLA RSVP Comments: N/A Attending: Yes Nicole Jackson Leslie SCS Financial RSVP Comments: N/A Attending: Yes Melissa Jacoby GW&K RSVP Comments: N/A Attending: Yes Tyler Kelly Deloitte Tax LLP RSVP Comments: N/A Attending: Yes Jody King Fiduciary Trust Company RSVP Comments: N/A Attending: Yes James Kittler Trove RSVP Comments: N/A Attending: Yes Megan Knox McDonald & Kanyuk, PLLC RSVP Comments: N/A Attending: Yes Chris Koziel RA Capital RSVP Comments: N/A Attending: Yes Richard Kutia Howland Capital Management RSVP Comments: N/A Attending: Yes Melissa Langa Bove Langa Witherell & Soiffer P.C. RSVP Comments: N/A Attending: Yes Ryan Luks BNY Mellon Wealth Management 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 Patricia Malley McCarter & English, 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 FDC Family Office RSVP Comments: N/A Attending: Yes Kenneth Masters Winged Keel Group RSVP Comments: N/A Attending: Yes Marie Matterazzo Berkley One RSVP Comments: N/A Attending: Yes Ruth Mattson Verrill Dana, LLP RSVP Comments: N/A Attending: Yes Andy McGlynn Goldman Sachs RSVP Comments: N/A Attending: Yes Karen McKenna Shipman & Goodwin, LLP RSVP Comments: N/A Attending: Yes Matthew McKenzie Thomas Brady & Associates RSVP Comments: N/A Attending: Yes Kristen McVaugh Dwight Rudd Insurance 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 Matt Metsch Brown Advisory RSVP Comments: N/A Attending: Yes Joshua Miller Minot's Light Management, Inc. RSVP Comments: N/A Attending: Yes Mark Minassian CBIZ RSVP Comments: N/A Attending: Yes Marc Mingolelli HUB International New England, LLC RSVP Comments: N/A Attending: Yes Michael Mingolelli Winged Keel Group RSVP Comments: N/A Attending: Yes Brendan Mitchell Market Street Trust Company RSVP Comments: N/A Attending: Yes Sarah Moore The Coyle Company RSVP Comments: N/A Attending: Yes Jennifer Murtie Ballentine Partners, LLC 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 Michelle Ochs RSVP Comments: N/A Attending: Yes Greg O'Connell The Coyle Company RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil CAPTRUST RSVP Comments: N/A Attending: Yes Lucas Parker Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Asa Phillips Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Kelsey Piligian Andersen Tax LLC RSVP Comments: N/A Attending: Yes Cassandra Prince Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Jennifer Reardon RBC Wealth Management RSVP Comments: N/A Attending: Yes TJ Reardon HUB Private Client Group RSVP Comments: N/A Attending: Yes Kendall Reed Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Laura Riccio Fedele & Murray, P.C. 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 Kylie Ruschioni Trove RSVP Comments: N/A Attending: Yes Kathleen Sablone CAPTRUST RSVP Comments: N/A Attending: Yes Robert Sanders Woodstock Corporation RSVP Comments: N/A Attending: Yes Matthew Santangelo Lorenz Private Trustees - NH RSVP Comments: N/A Attending: Yes Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Judith Saxe CIBC Private Wealth Management 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 Tricia Smock Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Molly Soiffer Bove Langa Witherell & Soiffer P.C. RSVP Comments: N/A Attending: Yes Melissa Sommer Darwin Trust Company, LLC RSVP Comments: N/A Attending: Yes Lynn Sommer BDO - Valuation RSVP Comments: N/A Attending: Yes Craig Standish Brown Advisory RSVP Comments: N/A Attending: Yes Samuel Stanton TOC-23 RSVP Comments: N/A Attending: Yes Joni Stone FL Putnam RSVP Comments: N/A Attending: Yes Christian Stone PNC Private Bank RSVP Comments: N/A Attending: Yes Melissa Sydney Shipman & Goodwin LLP RSVP Comments: N/A Attending: Yes Barbara Targum Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Elana Vasi-Smith Trove RSVP Comments: N/A Attending: Yes Robert Vigoda Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Jeff Wulfson RSVP Comments: N/A Attending: Yes Dorothy Zahir RSVP Comments: N/A Attending: Yes
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