Professional Advisors Committee
This committee counsels the Boston Foundation as we establish, develop and maintain strong working relationships with the members of Greater Boston’s advisor community. Additionally, the Committee provides its members with opportunities to exchange charitable giving ideas, learn about new issues in philanthropy and establish new relationships with other advisors.
We are grateful to the following current members for their contributions to this important committee.
Kelly Aylward
Director
Goulston & Storrs
Steven M. Carr
Partner
Rubin and Rudman LLP
Kimberly E. Cohen
Partner
Choate, Hall & Stewart LLP
Sarah T. Connolly
Partner
Nixon Peabody LLP
Gary J. Emond
Principal
Wolf & Company, P.C.
F. Brooke Field
Managing Director
Andersen Tax LLC
Caroline A. Gaffney
CEO & Chief Investment Officer
Atwater Wealth Management
Alexander J. Gross
Partner
Cerity Partners
Nicole Jackson-Leslie
Vice President, Wealth Planner
Brown Brothers Harriman & Co.
Brooke L. Manfredi
Senior Client Advisor, Partner
Foster Dykema Cabot & Partners, LLC
2024-2025 PAC Chair
Andrew McGlynn
Vice President
Goldman Sachs
Susan Ogrodnik-Smith
President – Private Client Group
HUB International
Calixto Perez
Senior Financial Advisor
Wells Fargo Advisors
David S. Raymon
Partner
Day Pitney LLP
Jordana G. Schreiber
Partner
Day Pitney LLP
Nicholas Sharis
Managing Director – Private Client Group
SCS Financial
Katherine M. Sheehan
Managing Director, Wealth Strategist
Crestwood Advisors
Melissa E. Sydney
Partner
Tarlow, Breed, Hart & Rogers, P.C.
2024-2025 PAC Vice Chair
Reena Thadhani
Strategic Advisor
Brown Advisory
Amiel Z. Weinstock
Principal
AZW Law, P.C.
Debra A. Whitney
Partner & Senior Client Advisor
Ballentine Partners, LLC
PAC Alumni
Sarah M. Allen
Rice, Heard & Bigelow, Inc.
Sean Apgar
BBR Partners LLC
Laurie J. Austin
PKF O'Connor Davies, LLP
Laura K. Barooshian, CPA, MST
PKF O'Connor Davies, LLP
Brett J. Barthelmeh
Squillace & Associates, P.C.
Thomas H. Belknap, Esq.*
Laurie A. Bencal, CPA, MST
CBIZ & MHM New England
Debbie Bing
Center for Applied Research
Steven Burke
McLane Middleton
Alice Burley
SCS Financial
Hillary Burr
Wolf & Company, P.C.
Bithiah L. Carter
Give Black Alliance
Cameron Casey
Choate, Hall & Stewart LLP
Mark M. Christopher, Esq.
Goulston & Storrs PC
Andrew Clark
Marcum LLP
Kimberly R. Clouse, CTFA
AdvicePeriod
L. Joseph Comeau, CPA±
Nicole L. Cyr
Daigle & Associates LLP
Anthony J. Daigle, CPA, JD, MST
Daigle & Associates LLP
Steven Dechiario
Truist Wealth
Carolyn Decker
Lake Street Advisors Group, LLC
Patrick J. Delahunty
Merrill Lynch
Nancy E. Dempze, Esq.
Hemenway & Barnes
David Desmarais
Kahn, Litwin, Renza
Robert J. Donnelly
Marsh McLennan Agency LLC
Susan N. Dupuis
Eisner Advisory Group LLC
Douglas R. Ederle
SCS Financial
Robert H. Erdmann
Felton, Berlin & Erdmann Insurance Services, Inc.
Coventry Edwards-Pitt, CFA, CFP®
Ballentine Partners, LLC
Jennifer S. Ewing, Esq.
Choate, Hall & Stewart LLP
Michael L. Fay, Esq.*±
Scott C. Fithian*±
Kenneth C. Forasté
The Coyle Company
Beth C. Gamel, CPA, PFS*
Mary E. Gilligan, Esq.*
MG Financial LLC
A. Silvana Giner, Esq.
Choate Hall & Stewart LLP
Robert P. Goldman, Esq.
Bob Goldman Law
Nicholas A. Grace, Esq.*
Martin Hall, Esq.*
Hall & Diana LLC
Michael D. Hough
Andersen
Peter T, Jaworski, CFP®, ChFC, CLU
Financial Planning Strategies, LLC
Scott B. Kaplowitch
Edelstein & Company LLP
Nancy N. Keller-Go
BNY Mellon Wealth Management
James M. Kittler
Trove
Kenneth Knox, CLU, ChFC, AEP®
Tenzing Insurance Strategies
Melissa Langa, Esq.
Bove & Langa, P.C.
Candace R. Lau-Hansen
Sheila C. Lawrence
Ballentine Partners, LLC
Shari A. Levitan, Esq.
Holland & Knight LLP
Amy R. Lonergan
Day Pitney LLP
William A. Lowell, Esq.
Choate, Hall & Stewart, LLP
Leiha Macauley, Esq.
Day Pitney LLP
Colleen MacLeod
Shamus McBride
Goldman Sachs
Timothy S. McBride, Esq., MBA, CFP®, ChFC, CLU
Bessemer Trust
Jacqueline R. McCoy
Paul | McCoy Family Office Services LLP
Katie McDonough
Paul | McCoy Family Office Services LLP
Drew McMorrow, CFP®
Ballentine Partners, LLC
Joshua S. Miller
Acadia Management Co.
Laurel M. Millette
Transitions Law LLC
Michael A. Mingolelli, Jr.
Winged Keel Group
Brian W. Monnich
Choate, Hall & Stewart LLP
Evelyn V. Moreno, Esq.*
Nixon Peabody LLP
Joseph H. Morgart*
Amundi US
Mary B. Mullin, CFP®*
Merrill Lynch
Jennifer Christian Murtie
Ballentine Partners, LLC
Pamela Murray
Momentum Philanthropy
Suma V. Nair
Fiduciary Trust
Amy B. Naughton, Esq.
Lourie & Cutler, P.C.
Jonathan J. Oliver
J.P. Morgan Private Bank
Adrienne M. Penta
Brown Brothers Harriman
J. H. Daingerfield Perry, CLU*
Margery L. Piercey, CPA
Mass Insight Education and Research
Michelle M. Porter
Goulston & Storrs PC
Rebecca R. Pouliot
CAPTRUST
Deirdre Prescott
Sandy Cove Advisors
Michael J. Puzo, Esq.
Hemenway & Barnes
Hanson S. Reynolds, Esq.*
Elliot Rotstein
Ballentine Partners, LLC
Kylie C. Ruschioni
Trove
Steven R. Sarcione
Trove
Gary P. Savage, CFP®, CPA, MST
CAPTRUST
Judith A. Saxe, Esq.*
CIBC Private Wealth Management
Leah R. Sciabarrasi
Crestwood Advisors
Charles E. Shirley, CPA, MST
PwC
William G. Speciale, Esq., MST*
Cerity Partners LLC
Scott E. Squillace, Esq.
Squillace & Associates, P.C.
David F. Squire*
Chitra Staley
Beacon Pointe
Craig Standish
Brown Advisory
Jon E. Steffensen, Esq.
McLane Middleton
Kurt R. Steinkrauss, Esq.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo PC
Marjorie Suisman*
AZW Law, LLC
Richard W. Talkov, Esq.*
Goulston & Storrs PC
Dune Thorne, CWS®, CTFA
Brown Advisory
Anne Marie Towle
Fiduciary Trust Company International
Brian Walsh
Boston Financial Management
Charles A. Walsh III, CFP®
Pathstone
Barbara Freedman Wand
Day Pitney LLP
Anne L. Warren
Brown Brothers Harriman
Sara A. Wells
Morgan, Lewis & Bockius, LLP
R. Robert Woodburn, Jr., Esq.*
Hemenway & Barnes
Deborah Woodman, CPA, MST
Woodman-Forrest Financial Services, LLC
Danielle Oristian York
21/64
* PAC Founding Member
± Deceased