My Feed | Print Page | Contact Us | Sign In | Register
Committee Leadership
Share |

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
Pathstone


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
KLR


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.

 

   

Roundtables

 
   

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


 

Vice Chair: Rebecca Pouliot
RINET Company, LLC

 

 

 

       

Education Committee
Board Liaison: Susan Robb

 

     

Seminars/Webinars 

 
   

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