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Committee Leadership
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The Council's success depends in large part on the vision of Committee leaders and the dedicated collaboration among participants, and we are grateful for the many hours these volunteers put in. Engaging in BEPC work through our various Committees enables members to contribute their expertise to the development of the field and to help build value for the organization and the community, as well as enjoying participating in activities with peers.

Our committee members work together via teleconference and web conference, through face-to-face meetings, and using the collaboration tools of our members-only platform. Each BEPC Officer has a portfolio of related committees to which he or she provides oversight, support and liaison to the Board – the complete organizational structure can be seen here.

If you are a member who is interested in becoming involved with any of the BEPC Committees or activities listed below, please get in touch with the appropriate Chair.


2017-2018 Committee Leadership

Annual Gala Committee

Chair: Barbara Targum
Dwight Rudd Insurance
Vice Chair: Hillary Price
      Koritz Wealth Strategies, LLC         
Board Liaison: Dale Kaiser
Kaiser Law Group

Golf Outing Committee

Chair: Elliot Rotstein
Management Planning, Inc.
Vice Chair: Travis Hall
Admirals Bank

Member Involvement Committee

Chair: Bill Jarry
BNY Mellon Wealth Management 
Vice Chair: Molly Soiffer
Bove & Langa, P.C.        
Board Liaison: Laura Godine
Eaton Vance

Membership Committee

Chair: Debra Whitney
Ballentine Partners
Vice Chair: Brian Lynch
Lynch Insurance Group  
Board Liaison- Jenni Leisman Dessert
Leisman Insurance Agency, Inc

Council Outreach Committee

Chair: Tiffany O'Connell
O'Connell Law LLC
 Vice Chair: Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
Board Liaison- Alisa O'Neil
Boston Financial Management Inc.

Networking Committee

Co-Chair: Christian Stone
 PRW Wealth Management
 Co-Chair: Beth Milkovits
Brown Brothers Harriman 
Board Liaison: John Przybylski
Pathstone Federal Street   

Programs Committee  


Board Liaison: Robert Donnelly
Marsh Private Client Services


Round Tables

Chair: Rachel Kalin
Bass, Doherty & Finks, P.C
Vice Chair: Darlene Dahl
Daintree Advisors LLC 
Chair: Eileen Lee Breger
Bowditch & Dewey, LLP 
Vice Chair: Anne Warren
    Brown Brothers Harriman 

 Signature Events  
Co-Chair: Ruth Mattson
Bove & Langa, P.C. 
Board Liaison/Co-Chair:
Jenni Leisman Dessert
Leisman Insurance Agency, Inc

Public and Community Outreach Committee

Chair: Sheila Lawrence
Ballentine Partners, LLC 
Vice Chair: Leanne Stafford
DiCicco, Gulman & Company
 Board Liaison: Yasmin Causer
Kahn, Litwin & Renza

Sponsorship Committee

Co-Chair: Susan Robb
First Republic Trust Company 
Co-Chair: Chris Gullotti
Canby Financial
Board Liaison: Amy Lonergan
Day Pitney LLP
  Vice Chair: Craig Standish
Brown Advisory
 Vice Chair: Zachary Bourque
Rice, Heard & Bigelow

Marketing & Communications Committee

Chair: Karen McKenna
Tarlow, Breed, Hart & Rodgers, P.C.
Chair: Katie Von Kohorn
Casner & Edwards, LLP
Chair: David Keefe
4-Point Financial 
Co-Chair: David Strachan
Cambridge Trust 
Co-Chair: Steve Sarcione
JDJ Family Office Services 
Co-Chair: Richelle Maguire
Marcum LLP
   Board Liaison: Rebecca MacGregor
Wilchins Cosentino & Novins LLP 

Women's Initiative Committee

       Chair: Valerie Sussman
 Lourie & Cutler PC
Vice Chair: Alyson Nickse
Crestwood Advisors 
 Board Liaison: Liza Connelly
Boston Private

Strategic Advisory Committee

Co-Chair: Mary Schmidt
Schmidt & Federico, P.C.
Co-Chair: Karen Witherell
Bove & Langa, P.C.