Committees

Governance

  • Dan Guglielmo, TrustDesign (Chair)
  • Jeff Hart, Tarlow, Breed, Hart & Rodgers, PC

Budget

  • Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (Chair)

Events

  • Laura Kevghas, Mirus Capital Advisors, Inc. (Chair)
  • Bonni Carson DiMatteo, Atlantic Consultants
  • Bill Norman, McLane

Sponsorship

  • Dan Guglielmo, TrustDesign (Chair)

Marketing

  • Joan Seamster (Chair)
  • Jay Karamourtopoulos, Lee Munder Capital Group
  • Rob Piacitelli, NEBC
  • Joe Thomas, Joseph A. Thomas

Membership

  • Stan Davis, TowerHunter Executive Search (Chair)
  • Steve Synder, Gesmer Updegrove LLP
  • Frank Mancieri, B2B CFO®
  • Jerry DiMatteo, Atlantic Consultants
  • Itamar Chalif, Rockland Trust
  • Dan Williams, Wellfleet Wealth Advisors LLC

Content and Curriculum

  • Larry Girouard, The Business Avionix Company, LLC (Chair)
  • Kevin Mulvaney, Babson Academic Advisor
  • Martin Imm, C apital Access Strategies
  • Ellen Kaplan, Possibilities-at-Work
  • Jack Beauregard, Successful Transition Planning Institute
  • Brian Layton, Bernstein Global Wealth Management
  • 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