Professional Advisors Committee

Professional Advisors Committee

Simple content posted in on 15 January 2014
audience: The Boston Foundation | last updated: 27 February 2017

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:

Sean Apgar   
Partner, Director of Portfolio & Wealth Advisory
BBR Partners LLC

Hillary Burr
Wolf & Company, P.C.

Cameron Casey 
Ropes & Gray

Anthony J. Daigle, CPA, JD, MST
Managing Partner
Daigle & Associates LLP

Nancy E. Dempze, Esq.
Hemenway & Barnes

Michael D. Hough
Managing Director
Andersen Tax

Scott B. Kaplowitch
Edelstein & Company LLP

Candace Lau-Hansen
Managing Director
J.P. Morgan Private Bank

Amy R. Lonergan
Day Pitney LLP


Managing Director
SCS Financial Services, LLC

Michael A. Mingolelli, Jr.
Chief Executive Officer
Pinnacle Financial Group

Jennifer Christian Murtie
Chief Marketing Officer and Chief Operating Officer
Pathstone Federal Street

Suma V. Nair
Goulston & Storrs PC

Adrienne Penta, Esq.
Senior Vice President
Brown Brothers Harriman

Rebecca R. Pouliot
Managing Director
RINET Company, LLC

Kylie C. Ruschioni
Senior Manager/Vice President
JDJ Family Office Services

Leah R. Sciabarrasi
Partner, Managing Director, Relationship Management
Crestwood Advisors LLC

Sara A. Wells
Morgan, Lewis & Bockius LLP

Danielle Oristian York
Managing Director

PAC Alumni

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

Thomas H. Belknap, Esq.*
Ropes & Gray

Laurie A. Bencal, CPA, MST
CBIZ Tofias

Debbie Bing
Center for Applied Research

Mark M. Christopher, Esq.
Edwards Wildman, LLP

Kimberly R. Clouse, CTFA
VIA Global Advisors

L. Joseph Comeau, CPA
Andersen Tax

Patrick J. Delahunty
Merrill Lynch

Robert J. Donnelly
Marsh USA

Douglas R. Ederle
SCS Financial Services, LLC

Robert H. Erdmann
Felton, Berlin & Erdmann Insurance Services

Coventry Edwards-Pitt, CFA, CFP®
Ballentine Partners, LLC

Jennifer S. Ewing, Esq. 
Ropes & Gray

Michael L. Fay, Esq.*
Verrill Dana LLP

Scott C. Fithian*±
The Legacy Companies, LLC

Kenneth C. Forasté
The Coyle Company

Beth C. Gamel, CPA, PFS*
Argent Wealth Management

Mary E. Gilligan, Esq.*
MG Financial LLC

A. Silvana Giner, Esq.
Choate Hall & Stewart

Robert P. Goldman, Esq.
Bob Goldman Law

Nicholas A. Grace, Esq.*
Ropes & Gray

Martin Hall, Esq.*
Ropes & Gray

Peter T, Jaworski, CFP®, ChFC, CLU
Financial Planning Strategies, LLC

James M. Kittler
JDJ Family Office Services

Kenneth Knox, CLU, ChFC, AEP®
Tenzing Advisors, LLC

Melissa Langa, Esq.
Bove & Langa, P.C.

Shari A. Levitan, Esq.
Holland & Knight LLP

William A. Lowell, Esq.
Choate, Hall & Stewart, LLP

Leiha Macauley, Esq.
Day Pitney LLP

Shamus McBride
Goldman Sachs

* PAC Founding Member
± Deceased


Timothy S. McBride, Esq., MBA, CFP®, ChFC, CLU
Bessemer Trust

Jacqueline R. McCoy
Paul | McCoy Family Office Services LLP

Drew McMorrow, CFP®
Ballentine Partners, LLC

Evelyn V. Moreno, Esq.*
Nixon Peabody LLP

Joseph H. Morgart*
Pyramis Global Advisors

Mary B. Mullin, CFP®*
Merrill Lynch

Amy B. Naughton, Esq.
Lourie and Cutler, P.C.

J. H. Daingerfield Perry, CLU*
Northwestern Mutual

Margery L. Piercey, CPA
Marcum LLP

Michael J. Puzo, Esq.
Hemenway & Barnes

Hanson S. Reynolds, Esq.*
Rackemann, Sawyer & Brewster

Gary P. Savage, CFP®, CPA, MST
RINET Company, LLC

Judith A. Saxe, Esq.*
Atlantic Trust

Charles E. Shirley, CPA, MST
PricewaterhouseCoopers LLP

William G. Speciale, Esq., MST*
Daintree Advisors

Scott E. Squillace, Esq.
Squillace & Associates, P.C.

David F. Squire*

Chitra Staley
Beacon Pointe Wealth Advisors

Jon E. Steffensen, Esq.
McLane Middleton

Kurt R. Steinkrauss, Esq.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo PC

Marjorie Suisman*
Davis, Malm & D'Agostine, P.C.

Richard W. Talkov, Esq.*
Goulston & Storrs P.C.

Dune Thorne, CWS®, CTFA
Brown Advisory

Anne Marie Towle
Athena Capital Advisors LLC

Brian Walsh
Brown Advisory

Charles A. Walsh III, CFP®
Pathstone Federal Street

Barbara Freedman Wand
Day Pitney LLP

R. Robert Woodburn, Jr., Esq.*
Hemenway & Barnes

Deborah Woodman, CPA, MST
Woodman-Forrest Financial Services, LLC

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The Boston Foundation
75 Arlington Street 10th Floor
Boston, MA 02116
United States
Phone: 1 617-338-1700
Fax: 1 617-338-1605



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