Professional Advisors Network

Professional Advisors Network

Simple content posted in on 15 January 2014
audience: The Boston Foundation | last updated: 27 February 2017
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The Boston Foundation’s Professional Advisors Network provides a dynamic place for professional advisors with approximately 10 years of experience to connect with others at a similar stage in their careers. Members of this network are interested in learning ways to incorporate philanthropy into their work.

The Network has three primary goals:

  • Meet like-minded professionals to exchange ideas and information
  • Develop a deeper understanding of philanthropy and the role it can play in an advisor’s practice
  • Learn more about the Greater Boston community

Members of the Professional Advisors Network are professionals from a variety of disciplines, including: attorneys, accountants, financial planners and insurance professionals.

Please contact our Senior Director of Professional Advisor Relations for more information.

We are grateful to the following current members for their contributions to this important Committee:

Kelly Aylward
Member
Tarlow, Breed, Hart & Rodgers, P.C.

Kevin M. Bergesen
Associate
Holland & Knight LLP

Matthew Conroy 
Senior Financial Advisor
Argent Wealth Management, LLC

Kristin Costa
Senior Manager
Baker Newman Noyes

Jennifer DeSisto
Portfolio Manager
Anchor Capital Advisors LLC

F. Brooke Field
Senior Manager
Andersen Tax LLC

Holly Gately
Vice President, Sales & Marketing
Felton, Berlin & Erdmann Insurance Services, Inc.

Alexander J. Gross
Managing Director and Senior Client Advisor
Daintree Advisors LLC

Timothy Kierstead
Vice President
Eaton Vance Investment Counsel

Sheila Chen Lawrence
Senior Client Advisor and
Managing Director
Ballentine Partners

William Leisman
Vice President
Leisman Insurance Agency, Inc.

Alison E. Lothes
Attorney
Gilmore, Rees & Carlson PC

Nakia Maddox-Eubanks
Vice President
Atlantic Trust Wealth Management

             

Christopher F. Mahoney
Director
RINET Company, LLC

Brooke L. Manfredi
Vice President
Foster Dykema Cabot & Co., Inc.

Ruth Mattson
Partner
Bove & Langa, PC

David S. Raymon
Associate
Burns & Levinson LLP

Elliot Rotstein
Vice President 
Management Planning, Inc.

Jordana G. Schreiber
Associate
Day Pitney LLP

Leanne Stafford
Principal, Private Clients Group
DiCicco, Gulman & Co., LLP

Craig Standish
Strategic Advisor
Brown Advisory

Jessica Sullivan
Tax Director
PricewaterhouseCoopers LLP

Pamela L. Sywak
Senior Associate
Pabian & Russell, LLC

Kyle Tracey
Vice President
SCS Financial Services, LLC

Anne Warren
Vice President/Wealth Planner
Brown Brothers Harriman & Co.

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

Sarah M. Allen, Esq. 
Rice, Heard & Bigelow, Inc.

Laura K. Barooshian, CPA, MST
DiCicco, Gulman & Company LLP

Brett J. Barthelmeh, Esq.
Squillace & Associates, P.C.

Sandrine Benevides
Andersen Tax

Ryan Benson
Aspiriant 

John H. Biebel, J.D., CFP®
Ridley Cove Financial Advisors LLC

Alice D. Burley
SCS Financial Services, LLC

Hillary Burr
Wolf & Company, P.C.

Trevor D. Byrne, CFP
Morgan Stanley

Jeffrey Cashman
Marsh USA

Lennox Chase
Needham Bank

Jennifer Civitella Hilario
Tarlow Breed Hart & Rodgers, P.C.

Andrew Clark
Marcum LLP

Jayson DeAngelis, CFP®
Ballentine Partners

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Marcum LLP

Annette Eaton
Nixon Peabody

Jennifer S. Ewing, Esq.
Ropes & Gray

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Alison I. Glover
Mintz Levin

Laura T. Godine, J.D.
The Boston Foundation

Kelly J. Guarino
Lourie & Cutler

Travis Hall
Admirals Bank

Juleby A. Hirsch
TIAA-CREF

Michael Hough, CPA
Andersen Tax

Rachel L. Kalin, Esq.
Bass, Doherty & Finks P.C.

Jeff Kaplan
Risk Strategies Company

Sonia Kowal
Zevin Asset Management, LLC

Richard LaCross, CPA
KLR

Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Jonah Lupton
Intercapital Group

Jennifer A. Lydon
PricewaterhouseCoopers

         

Colleen MacLeod, CPA
SCS Financial Services, LLC

Geoffrey M. Mason, Esq.
Ropes & Gray

Kathleen M. McDonough
Paul McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Nicole Merrill, MST
Acorn Financial

Gregg S. Miles, CFP®
Miles Logue Financial Group

Joshua S. Miller
Atlantic Trust

Laurel M. Millette
Millette Law LLC

Marc E. Mingolelli, AIF
Pinnacle Financial Group

Brian W. Monnich, Esq.
Choate Hall & Stewart LLP

Jennifer S. Christian Murtie
Pathstone Federal Street

Andrew Nigrelli, CMFC®
Pegaesus Advisors

Adam Ochlis, CPA, MST
Ballentine Partners

Tiffany A. O'Connell, Esq.
O’Connell Law LLC

Jeffrey Parker

Martha Payne
LPL Financial

Adrienne M. Penta
Brown Brothers Harriman

Coco M. Plum
Paul McCoy Family Office

Michelle M. Porter
Goulston & Storrs PC

Robert W. Prifti, CFP®, CPA
Andersen Tax

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

April Rey
Marsh USA

Julie Rousseau
Shepherd Kaplan LLC

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Ballentine Partners

Kristin Shirahama, Esq.
Bowditch & Dewey

Allison L. Taff, CWS
Wheels Up

Bradford Taylor
Marcum LLP

Scott D. Tuxbury, AIF
New Wealth Advisors

Richard D. Tyson
US Trust

Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP

Sara A. Wells, Esq.
Morgan, Lewis & Bockius LLP

Courtney Wilkinson
The Blackstone Group

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75 Arlington Street 10th Floor
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United States
Phone: 1 617-338-1700
Fax: 1 617-338-1605

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