Professional Advisors Committee and Network

PROFESSIONAL ADVISORS

We are proud to work closely with Greater Boston’s professional advisors who support their clients in every aspect of their philanthropic giving. We thank the contributions of our Professional Advisors Committee and our Professional Advisors Network for collaborating with us and advocating for the importance of philanthropy and high-impact charitable planning.

PROFESSIONAL ADVISORS COMMITTEE

Sarah M. Allen Rice, Heard & Bigelow, Inc. (CHAIR)

Laurie J. Austin DGC a division of PKF O’Connor Kelly Aylward Lourie & Cutler, P.C.

Bithiah L. Carter New England Blacks in Philanthropy Andrew Clark Marcum LLP (VICE CHAIR) Nicole L. Cyr Daigle & Associates LLP David M. Desmarais KLR

Caroline Gaffney Atwater Wealth Management

Brooke L. Manfredi Foster Dykema Cabot & Partners, LLC

Laurel M. Millette Transitions Law LLC

Brian W. Monnich Choate, Hall & Stewart LLP

Jonathan J. Oliver J.P. Morgan Private Bank Calixto Perez Eastern Bank Wealth Management

Michelle M. Porter Goulston & Storrs PC

David S. Raymon Burns & Levinson Elliot Rotstein Ballentine Partners, LLC

Steven R. Sarcione JDJ Family Office Services Jordana G. Schreiber Day Pitney LLP

Reena Thadhani Brown Advisory

Sarah M. Allen

CHAIR

Andrew Clark

VICE CHAIR

PROFESSIONAL ADVISORS NETWORK

Samuel Afari-Aikins Cerity Partners Lauren E. Atsalis La Tanzi, Spaulding & Landreth LLP

Stephanie A. Bruno Nixon Peabody LLP Raj Chokhani Paul | McCoy Family Office Services LLP Kelley Crisp Attorney Chelsea Davis Spark Capital (CHAIR) Ryan D. Ederle SCS Financial Ariel Fortunato Brown Advisory

Michelle S. Harrison Ballentine Partners, LLC Eugene H. Ho Verrill Dana LLP

Benjamin J. Linares The Coyle Company JonPaul McBride The Colony Group (VICE CHAIR) Lucas D. Parker Wolf & Company, P.C. Joanna D. Powell CBIZ, Inc.

Nikki Marie Sherwood Nutter, McClennen & Fish LLP Nikkisha Spencer JDJ Family Office Services

Christian C. Stone PNC Private Bank Janice C. Sturchio BNY Mellon Wealth Management

Jennifer D. Taddeo Estatewise Advisory, LLC Maureen M. Villadelgado Clarkin & Phillips, P.C. Jonathan Vostok Ernst & Young LLP Matthew D. Whitehead Feinberg Hanson LLP Karen Witherell Bove & Langa

Chelsea Davis

CHAIR

JonPaul McBride

VICE CHAIR