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2015-2016 Committee Roster

Annual Gala Committee
Barbara Attardo, Daintree Advisors LLC - Chair
Kelly Lora, Chubb Insurance - Vice Chair - Vice Chair
Thomas Francione, Loring, Wolcott & Coolidge Trust - Vice Chair
Toni Brogna, Choate, Hall & Stewart LLP
Amy Corcoran, Bonhams International Auctioneers & Appraisers
Dale Kaiser, Kaiser Law Group
Alisa O'Neil, Boston Financial Management
Albana Orgocka, Choate, Hall & Stewart LLP

Golf Committee
Christian Stone, PRW Wealth Management - Co-Chair
Dale Edmunds, US Trust, Bank of America - Co-Chair

Jamie Ebersole, Ebersole Financial LLC
Brian Lynch, Lynch Insurance Group
Cupp F. Nguyen, The Northern Trust Company
Scott Peterson, BNY Mellon
Joseph Scanga, Vacovec, Mayotte & Singer LLP
David Valcourt, Financial Architects Partners

Member Involvement Committee
Joshua Miller, Atlantic Trust Private Wealth Management - Chair
Liza Connelly, Boston Private Bank & Trust Company - Vice Chair
Alice Burley, Bessemer Trust
Steven Carr, Pabian & Russell, LLC
Beata Dragovics, Freedom Trail Financial
Kelly Gaitens, Biltmore Family Office, LLC
Mitchell Halpern, KLR
Laurin Johnson, Bartlett P.C.
Carolyn Macedo, Boston Private Bank
Kaitlin Robinson, Ohrenberger, De Lisi & Harris, LLP
Elliot Rotstein, MPI
Randy Schneider, Dwight Rudd Insurance
Anne Warren, Brown Brothers Harriman & Co.
Sara Wells, Morgan Lewis & Bockius LLP

Membership Committee
John Przybylski, Pathstone Federal Street - Co-Chair
David Keefe, 4-Point Financial - Vice Chair
Mark Ryan, Ryan Financial An Office of METLIFE - Vice Chair

Brian Balduzzi, Wilchins Cosentino & Friend, LLP
Laura Berard, Andersen Tax LLC
Matthew Bride, US Trust
Tamara Busch, Day Pitney LLP
Michael Corliss, U.S. Trust, Bank of America NA
Kenneth Davis, The Bulfinch Group
Gary Emond, Wolf and Company, PC
Dara Lynn Freytag, Tarlow, Breed, Hart & Rodgers, P.C.
Paul Higgins, Highland Capital Brokerage
Katelin Kalal, US Trust, Bank of America
Lenny Lozinsky, The Spectrum Capital Group, LLC
Kristen  Meahl, Commonwealth Planning Group
Victoria Purcell, BDO
Susan Robb, First Republic Trust Company
David Shannon, CCT Insurance Partners

NAEPC Committee
Lisa Rico, Rico, Murphy & Diamond LLP - Co-Chair
Tiffany O'Connell, O'Connell Law LLC - Co-Chair
Erin Cooper, Cambridge Trust Company
Christine Fletcher, Burns & Levinson LLP
William Kirchick, Nutter, McClennen & Fish
Rebecca Macgregor, Wilchins, Cosentino & Friend LLP
Matthew McKenzie, Thomas Brady & Associates
Amy Phelan, Tonneson & Co

Networking Committee
Lisa Weinstein Burns, RIMON PC - Chair
Zachary Bourque, Rice, Heard & Bigelow, Inc. - Vice Chair
David Brosnan, Fidelity Charitable Services - Vice Chair

Caroline Brooks, John Hancock
Kristen Jilek, Boston Private Bank & Trust Company
David O'Neil, Story Trust Publishing, LLC
Hillary Price,  Koritz Insurance, LLC
Michael Stephens, Emerson Investment Management
David Strachan, Cambridge Trust Company
Allison Whitmore, Morgan, Lewis & Bockius LLP
Michael Wright, The Colony Group
Emily Yiannis, Atlantic Trust

Programs Committee

    Round Table
    Jennifer Leisman Dessert, Leisman Insurance Agency, Inc. - Chair
    Blair Trippe, Continuity FBC - Vice Chair
    
John Collins, Aspiriant
    Jennifer Flanagan, Seegel Lipshutz & Lo, LLP
    Melissa Langa, Bove & Langa, P.C.
    John Napolitano, U. S. Wealth Management
    Daniel Paris, Citizens Private Bank & Trust
    Chris Perry, The Northern Trust Company
    Joelle Spear, Canby Financial Advisors
    Kathleen Trachy, Fortis Management Group LLC

     
    Seminars/Webinars
    Ruth Mattson, Bove & Langa, P.C. - Chair
    Robert Donnelly, Marsh Private Client Services - Vice Chair
    
David Correira, Correira & Correira LLP
    Kenneth Davis, The Bulfinch Group
    Peter Donohoe, Citizens Investment Services
    Michelle DuBois, Winston Art Group
    Caroline Gaffney, Atwater Wealth Management
    Larry Gingrow, PRW Wealth Management
    Peter Godino, Modera Wealth Management
    Trevor Hamilton, Tenzing Advisors, LLC
    Eileen Lee, Hutchings, Barsamian, Mandelcorn & Robinson, LLP
    Imelda Monaghan, Wilchins Cosentino & Friend LLP
    Kerry Reilly, K. Reilly Law LLC
    Aviva Sapers, Sapers & Wallack Ins Agency Inc
    Joseph Scanga, Vacovec, Mayotte & Singer LLP
    Amiel Weinstock, Thomas Brady & Associates
    Karen Witherell, Bove & Langa, P.C.
       

    Signature Events
    Jennifer Leisman Dessert, Leisman Insurance Agency, Inc. - Co-Chair
    Ruth Mattson, Bove & Langa, P.C. - Co-Chair
    Jay Lupica, The Colony Group - Vice Chair
    
Robert Donnelly, Marsh Private Client Services
    
Blair Trippe, Continuity FBC   
                  

Sponsorship Committee
Sarah AllenRice, Heard & Bigelow, Inc. - Chair
Susan Ogrodnik-Smith, HUB International New England, LLC - Vice Chair
Amy Lonergan, Day Pitney - Vice Chair
Joe Bierwirth, Hemmenway & Barnes
Jayson DeAngelis, Ballentine Partners
Christopher Falzone, Rockland Trust
Christopher Gullotti, Canby Financial
Bill Jarry, BNY Mellon
Jennifer Murtie, Pathstone Federal Street
Jacyln O'Leary, Day Pitney LLP
Ed Wallack, Sapers & Wallack

Public/Community Outreach Committee
Beth Milkovits, Atwater Wealth Management - Co-Chair
Laura Godine, The Boston Foundation - Co-Chair
Meg Bennett, US Trust
Georgia Beit, TD Wealth
Lauren Desforge, Daintree Advisors
Sheila Lawrence, Ballentine Partners
Kasey McCarthy, The Weiner Company
Leanne Stafford, DiCicco, Gulman & Co.
Barbara Targum, Dwight Rudd Insurance

Web Content & Communications Committee
Travis Hall, Admirals Bank - Co-Chair
Nilufer (Nell) Usta, RSM US LLP - Co-Chair
Richelle Maguire, Marcum LLP - Vice Chair
Karen McKenna, Tarlow, Breed, Hart & Rodgers, P.C.
Katherine Von Kohorn, Casner & Edwards, LLP

Women’s Initiative Committee (WIC)
Susan Black, Boston Private Wealth  - Chair
Debra Whitney, Ballentine Partners LLC - Vice Chair
Laura Ames, Bass, Doherty & Finks, P.C.
Laurie Burkhardt, Modera Wealth Management
Jill Cabitt, Fiduciary Trust Company
Nancy Chisholm, Rockland Trust
Elizabeth Drake, Bob Goldman Law LLP
Lauren Gates, Davies and Monahan, PC
Annette Macaluso, Student Member
Jennifer Moran, Grimes & Company, Inc.
Karla Pippins, Riverside Wealth Management, Inc.
Kylie Ruschioni, JDJ Family Office Services
Melissa Sydney, Burns & Levinson LLP
Barbara Wand, Day Pitney LLP
Donna White, Rubin and Rudman LLP

Boston Estate Planning Council

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Boxborough, MA 01719

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