Chris Shepler

Vice President and Investment Officer
Fiduciary Trust Company
(617) 574-3468
cshepler@fiduciary-trust.com
Home Group: Seaport 1

Simon Akkary

Simon Akkary CPA, LLC
(781) 769-5800
simon@simon-cpas.com
Accountant
Home Group: Dedham

Shawn Bloom

Meridian Realty Group LLC
(857) 496-7253
shawn@mrgproperty.com
Real Estate
Home Group: Braintree

Rena Clark (PE Investor)

Laurel Oak Capital, LLC
Managing Partner
(508) 962-1841
rena.clark@laureloakcapital.com
Banking Finance
Home Group: Boston 1

Paul DiCicco

Paul DiCicco Coaching, LLC
Executive Coach
(774) 254-7417
paul@pauldicicco.com
Consultant Service
Home Group: Southern New England

Bio: I come alongside senior leaders to help them make the impact they were designed to make while finding a healthier rhythm to their life that provides more time to be with loved ones and have fun along the way.

Hugh Keefe

Morgan Partners LLC
Managing Director
(617) 863-2126
hugh.keefe@morganpartners.com
Banking Finance
Home Group: Metro West 1

Amy Morrison

Your Part Time Controller, LLC. (YPTC)
Nonprofit CFO/Controller
(978) 729-7319
amy.morrison@yptc.com
Accountant
Home Group: Southern New England

Bio: Amy is a CPA and provides customized services to nonprofit organizations as an outsourced accountant (CFO/Controller) and formerly an auditor. Support including financial and grant reporting, forecasting, best practice solutions, & systems implementations.

Andrea Nelson

Koiles Pratt Family Law Group
Senior Trial Counsel – Family Law
(978) 744-7774
anelson@koileslaw.com
Attorney
Home Group: Merrimack Valley

Kevin O’Keefe

Employee Benefits Solutions Inc
(617) 459-4008
kevin@employeebenefitsinc.com
Insurance
Home Group: Milton

Kevin Quinn

(413) 527-0517
kquinn@legacycounsellors.com
Attorney
Home Group: Southern New England

Ryan Siden

Siden & Associates, P.C.
(617) 423-5999
rsiden@sidenlaw.com
Attorney
Home Group: Danvers

Bruce Bagdasarian

Sheehan Phinney Bass & Green
Shareholder
(617) 897-5645
bbagdasarian@sheehan.com
Attorney
Home Group: Boston 1

Bio: A commercial real estate and finance attorney

Denise Chicoine

Wagner Law Group
Partner
(617) 357-5200
dchicoine@wagnerlawgroup.com
Attorney
Home Group: Needham

Bio: I litigate land use issues, including beach rights claims in the Land Court. I am also an experienced employment attorney, representing individuals and businesses in noncompete claims. I have successfully litigated an array of appellate issues.

Monica Horan

Express Employment Professionals
Owner
(781) 848-2324
monica.horan@expresspros.com
Human Resources
Home Group: Braintree

Bio: We help companies find good people and help people find good jobs. We place people in both permanent and temporary positions and work across multiple industries but specialize in manufacturing, distribution and professional services.

Joe Burnham

Brown & Brown Insurance
SVP of Business Development / Property & Casualty Consultant
(781) 247-6338
joe.burnham@bbrown.com
Insurance
Home Group: Needham

Bio: I uncover the problems to make sure you are covered correctly.

Mike Cavaretta

Morse
Partner
(781) 697-2263
mcavaretta@morse.law
Attorney
Home Group: Waltham

Bio: I help Davids negotiate contracts with Goliaths. Commercial Contracts & Strategic Partnerships specialist with decades of experience.

Jeff Swett

UBS
Managing Director
(617) 439-8004
jeffrey.swett@ubs.com
Investment Advisor
Home Group: Boston 4

Bio: Financial Advisor with 30 years experience. We provide comprehensive retirement planning and asset management to individuals with $5mm+ to invest.

T.D. Thompson

Schooley Mitchell – Boston
Managing Director
(617) 794-1803
td.thompson@schooleymitchell.com
Consultant & Service
Home Group: Boston 1

Bio: You can’t spell EBITDA without TD! I help businesses improve profitability through expense reduction, risk-free. We only get paid if/when we successfully help the client save money- no strings attached.