Committees
Governance
- Dan Guglielmo, TrustDesign (chair)
- Jeff Hart, Tarlow, Breed, Hart & Rodgers, PC
Budget
- Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (chair)
Events
- Michael Oleksak, Trek Consulting (chair)
- Laura Kevghas, Mirus Capital Advisors, Inc.
- Harvey Wigder, Fulcrum Group
Sponsorship
- Dan Guglielmo, TrustDesign (chair)
Marketing
- Joan Seamster (chair)
- Jay Karamourtopoulos, Lee Munder Capital Group
- Rob Piacitelli, NEBC
- Joe Thomas, Joseph A. Thomas
Membership
- Steve Snyder, Gesmer Updegrove LLP (chair)
- Frank Mancieri, B2B CFO®
- Ryland Hanstad, Wells Fargo Advisors
- Stan Davis, TowerHunter Executive Search
- Jerry DiMatteo, Atlantic Consultants
- Itamar Chalif, Atlantic Capital Solutions, Inc.
Content and Curriculum
- Larry Girouard, The Business Avionix Company, LLC (chair)
- Kevin Mulvaney, Babson Academic Advisor
- Jack Beauregard, Institute for Successful Exit Planning
- Mike Cassata, Adventum Group, Inc.
- Marty Croyle, Croyle & Associates PC
- Bonni DiMatteo, Atlantic Consultants
- Steven Horwitz, Morgan Stanley Smith Barney
- Jonathan Isenburg, Caturano and Company
- Martin Imm, C apital Access Strategies
- Ellen Kaplan, Possibilities-at-Work
- Steven Konowitz, Konowitz & Greenberg, PC
- Brian Layton, Bernstein Global Wealth Management
- John Leonetti, Pinnacle Equity Solutions, Inc.
- Steve Lipka, Avatar Strategic Partners, LLC
- Charley Matera, HiComm Consulting
Owner’s Academy
- Dan Guglielmo, TrustDesign (c0-chair)
- Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (c0-chair)
- Andy Crain, Briggs Capital
- Dale Edmunds, US Trust
- Laurie Kirk, The Board Forum
- Scott Wakeman, Family Navigation Strategies