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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.


2018-2019 Committee Leadership

Annual Gala Committee

Chair: Hillary Price
  Koritz Wealth Strategies, LLC
Vice Chair: Rachel Ziegler
  Kaiser Law Group 
Board Liaison: Alisa O'Neil
Boston Financial Management Inc.

Golf Outing Committee


Chair: Travis Hall
  Leader Bank 

Vice Chair: Gabrielle Clemens
UBS Wealth Management

Board Liaison: Elliot Rotstein
Management Planning Inc

Member Involvement Committee


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

Vice Chair: David Keefe
4-Point Financial

Board Liaison: Elliot Rotstein
Management Planning Inc.  

Membership Committee

Chair: Chris Stone
Cambridge Trust 
Vice Chair: Brian Lynch
Lynch Insurance Group  
Board Liaison: Debra Whitney
Ballentine Partners

Council Outreach Committee

Chair: Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
 Vice Chair: Katie Von Kohorn
Casner & Edwards, LLP
Board Liaison: David Strachan
Cambridge Trust Company

Networking Committee

Chair: Barbara Targum
 Dwight Rudd Insurance
  Vice Chair: Lauren Atsalis
Bass, Doherty & Finks, P.C. 
Board Liaison: Amy Lonergan
Day Pitney LLP

Programs Committees  


Co-Chair: Rachel Kalin
Bass, Doherty & Finks, P.C
C0-Chair: Valerie Sussman
Goodwin Proctor LLP
Board Liaison: Laura Godine
Eaton Vance Investment Counsel 



Co-Chair: Alice Burley
            SCS Financial           
 Co-Chair: Anne Warren
    Brown Brothers Harriman 
Vice Chair: John Przybylski
      Pathstone Federal Street 


Chair: Darlene Dahl
   Daintree Advisors LLC 
Vice Chair: Laura Ames
 Casner & Edwards LLP 

Public and Community Outreach Committee

Co-Chair: Sheila Lawrence
Ballentine Partners, LLC 
Co-Chair: Leanne Stafford
DiCicco, Gulman & Company
 Board Liaison: Jay Lupica
    The Colony Group 

Sponsorship Committee

Co-Chair: Zachary Bourque
Rice, Heard & Bigelow
Co-Chair: Bill Jarry
 BNY Mellon Wealth Management 
Board Liaison: Susan Robb
      First Republic Trust Company 
  Vice Chair: Peter Kaplan

Marketing & Communications Committee

Chair: Steve Sarcione
JDJ Family Office Services
Chair: Karen McKenna
      Tarlow, Breed, Hart & Rodgers, P.C. 
Vice Chair: Chris Suh
Schmidt & Federico, P.C.
Vice Chair: Heather Bartel
     Squillace & Associates, P.C. 
Board Liaison: Rebecca MacGregor
Wilchins Cosentino & Novins LLP

Women's Initiative Committee

 Chair: Alyson Nickse
Crestwood Advisors 
Vice Chair: Megan Pervere
Board Liaison: Liza Connelly
CIBC Private Wealth Management

Inclusion & Diversity Committee


         Co-Chair: Yasmin Causer        
Kahn Litwin and Renza
        Co-Chair: Mary Schmidt
        Schmidt & Federico, P.C.

Board Liaison: Alisa O'Neil
Boston Financial Management Inc.

Leadership Development Committee

Chair: Dan Flanagan
Canby Financial Advisors
Board Liaison: Dale Kaiser
Kaiser Law Group