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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. Members may locate contact information for all Chairs via the Member Directory.


2020-2021 Committee Leadership


Annual Gala Committee


Chair: Alyson Nickse
  Crestwood Advisors 


Vice Chair: Joe Scanga
  Vacovex, Mayotte & Singer LLP


Board Liaison: Christine Fletcher
Burns & Levinson, LLP

Community Engagement Committee


Co-Chair: Megan Hathaway
The Boston Foundation 

Co-Chair: Lauren Finn

Vice Chair: Andy McGlynn
Goldman Sachs


 Board Liaison: David Desmarais
Kahn, Litwin, Renza & Co., Ltd.

Council Outreach Committee


Chair: Rachel Holbrook
UBS Financial Services, Inc.

Vice Chair: Gerald Baker
Boston Private Bank & Trust Company


Board Liaison: Zachary Bourque
Rice, Heard & Bigalow, Inc.


Diversity, Equity, & Inclusion Task Force



Membership Liaison:
Dale Edmunds
Bank of America Private Bank


Member Involvement Liaison:
Mary Schmidt
Schmidt & Federico, P.C.


Education Liaison:
Sheila Lawrence
Ballentine Partners, LLC 


 Task Force Liaison:
Katherine Von Kohorn
Casner & Edwards, LLP



Golf Outing Committee


Chair: Joe Beauchaine
CIBC Private Wealth Management 

Vice Chair: Amy Phelan
Tonneson & Co


Board Liaison: Christian Stone
Cambridge Trust Company


Leadership Development Committee


Chair: Laura Barooshian
 DiCicco, Gulman & Company LLP


Vice Chair: Josh Miller
Acadia Management Co


Board Liason: Amy Lonergan 
Day Pitney LLP



Board Liaison: Elliot Rotstein
Management Planning, Inc.



Marketing & Communications Committee


Chair: Jennifer Civitella Hilario
Schmidt & Federico, P.C.

 Vice Chair: Rachel Ziegler
  Kaiser Law Group 


 Board Liaison: Barbara Targum
Dwight Rudd Insurance

Membership Committee


Co-Chair: Maureen Villadelgado
Clarkin & Phillips, P.C.


 Co-Chair: Brett Barthelmeh
Squillace & Associates, P.C.


Vice Chair: Alice Flanagan
Bank of America Private Bank



Vice Chair: Molly Soiffer
Bove & Langa, P.C.


 Board Liaison: Tom Francione
Loring, Wolcott & Coolidge Trust, LLC



 Member Involvement Committee


Chair: Mitchell Halpern

Vice Chair: Beth Raymond
RINET Company, LLC

Board Liaison: David Strachan
Cambridge Trust Company


Networking Committee


Chair: Paul Nadeau
Kahn, Litwin, Renza & Co., Ltd.  


Vice Chair:  Brett Mirliani
Birch Hill Investment Advisors, LLC


Vice Chair: Nicole Cyr
Daigle & Associates LLP



Board Liaison: Melissa Sydney
Tarlow, Breed Hart & Rodgers, P.C.





Chair: Karen McKenna
Tarlow, Breed, Hart & Rodgers, P.C


Vice Chair: Rebecca Pouliot
RINET Company, LLC





Education Committee
Board Liaison: Susan Robb





Co-Chair: Alisa O'Neil
Boston Financial Management Inc.


 Co-Chair:  Nicole Jackson Leslie
      Brown Brothers Harriman

Vice Chair:  Katie Sheehan
    Boston Private Bank & Trust Company



 Education Committee
Board Liaison: Susan Robb



Sponsorship Committee


 Co-Chair: Holly Gately
Felton, Berlin & Erdmann Insurance Services, Inc.


Co-Chair: Laura Godine
Eaton Vance Investment Council

Vice Chair: Emma Penick
The Boston Foundation



Board Liason: Debra Whitney
Ballentine Partners, LLC



Women's Initiative Committee


 Chair: Heather Bartel
Squillace & Associates, P.C.

Vice Chair: Gabrielle Clemens
RBC Wealth Management




 Education Committee
Board Liaison: Susan Robb