| New England
New Members
17 New Members in the New England Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
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Eydie Balsam
College Bound Advising
(301) 525-8456
eydie@collegeboundadvising.org
Consultant Service
Home Group: Metro West 1
Bio: We help students find and apply to the colleges that are the fit for them, not make them fit the college.
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Gary Bubb
Roberto Israel & Weiner
Shareholder
(617) 570-3538
gcb@riw.com
Attorney
Home Group: Seaport
Bio: Business and tax lawyer. Focus on merger and acquisition transactions, with specialty in partnership and corporate tax law and executive compensation.
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Douglas Carignan
HPM Insurance Agency
Commercial Lines Account Executive
(603) 673-1201
doug@hpminsurance.com
Insurance
Home Group: Manchester
Bio: Business owners/ Contractors/ Commercial Property Owners/ Condominium Assoc./ Commercial Property & Liability/ Professional Liability/ Workers Compensation/ Business Vehicles/ Commercial Umbrella/ Cyber Liability
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Sandra Costello
(413) 427-1676
sandra@sandralovesyou.com
Marketing
Home Group: Boston 7
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Christine Gervais
Cultivate Consulting
MSA, CPA
(603) 781-8014
christine@cultivateconsulting.co
Accountant
Home Group: Portsmouth
Bio: Concierge accounting and tax strategy built by small business owners for smaller business owners. We specialize in helping closely held businesses in construction, manufacturing, restaurants, retail, cannabis, and real estate.
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Matthew Green
Green Accounting Services
(781) 974-8687
mgreen@mggreenaccounting.com
Accountant
Home Group: Mansfield
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Kelly Mann
Cushman & Wakefield
Director, Total Workplace
(617) 694-5453
ksmann418@gmail.com
Real Estate
Home Group: Boston 6
Bio: Kelly is a strategic workplace advisor supporting companies in their success with their people, place and technology integrations, and providing insights into supporting neurodiverse needs of employees.
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David Marinofsky
Grobstein Teeple
Director Of Strategic Relations
(347) 417-0970
dmarinofsky@gtllp.com
Consultant Service
Home Group: Merrimack Valley
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Rob Morrow
Cabot Risk Strategies, LLC
Senior Account Executive
(781) 939-6832
robert.morrow@cabotrisk.com
Insurance
Home Group: Boston 3
Bio: Best in class ideas, strategies, and cost-containment solutions around group medical insurance programs for small and mid-sized businesses.
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Rob Mungovan
Team Logic IT
Owner and President
(781) 856-9048
rmungovan@teamlogicit.com
Information Technology
Home Group: Metro West 1
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Abigail Poole
Samuel, Sayward & Baler LLC
(781) 461-1020
poole@ssbllc.com
Attorney
Home Group: Needham
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Josh Rissmiller
Feinberg Hanson LLP
Attorney
(617) 603-3304
jrissmiller@feinberghanson.com
Attorney
Home Group: Boston 4
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Michelle Samuel
Berkshire Bank
Senior Vice President, Private Banking
(508) 926-7043
msamuel@berkshirebank.com
Banking Finance
Home Group: Boston 7
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Lara Shuqom
Compass Real Estate
(678) 549-5357
lara@compass.com
Real Estate
Home Group: Seaport
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Robert Smith
Saville CPA
Tax Partner
(469) 949-8436
roberts@savillecpa.com
Accountant
Home Group: Boston Charter
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Kathleen Teehan
ClearRock Inc
Senior Vice President, Talent Consulting
(781) 752-8711
kteehan@clearrock.com
Consultant Service
Home Group: Boston 7
Bio: I am a trusted partner for leadership development, executive coaching, outplacement and career management and a Premier Partner of the Predictive Index.
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Paige Zacharakis
Morse
Attorney
(781) 697-2256
pzacharakis@morse.law
Attorney
Home Group: Dedham
Bio: Commercial Litigator
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
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Robert Karlis
Cabot Business Brokers LLC
(781) 783-6998
bkarlis@cabotbb.com
Financial Service
Home Group: Braintree
Bio: Experienced and knowledgeable business broker with a comprehensive sales process that gets clients the best possible price for their business.
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Jesse Stein
US Bank
Mortgage Loan Officer, NMLS # 139598
(617) 875-6479
jesse.stein@usbank.com
Real Estate
Home Group: Needham
Bio: Residential lending. On time closing at a great rate with minimal stress. Real Estate Mortgage…
Celebrating 5 Years
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Jason Carosi
Berkshire Bank
SVP, ABL Relationship Manager, Asset-Based Lending, Northeast
(401) 474-4765
jcarosi@berkshirebank.com
Banking & Finance
Home Group: Providence
Bio: Strong credit background in ABL, C&I and ICRE. Expertise in Growth Capital, Asset-Based Lending, Acquisition Financing, SBA Financing and Real Estate. Proven and consistent loan growth and cross-sell for treasury & payments and investment management.
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Marc Diller
DILLER LAW, LLP
(617) 290-6123
marc@dillerlaw.com
Attorney
Home Group: Boston Back Bay
Bio: Trial consulting. Jury consulting. Trial strategy. Trial preparation. Personal injury. Wrongful death. Products liability. Premises liability. Car accidents. Construction site accidents. Dog bites. Trucking accidents. Dram shop. Slip and falls.
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Jeffrey Dretler
Rubin and Rudman LLP
Partner
(617) 330-7078
jdretler@rubinrudman.com
Attorney
Home Group: Boston 2
Bio: Experienced employment litigator, counselor and independent workplace investigator.
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Denver Gibbs
Gibbs Software Solutions, Inc
President / CEO
(781) 343-1932
denver@gibbsss.com
Information Technology
Home Group: Braintree
Bio: We deliver workflow audits, software integrations, and custom application development to nonprofits and small businesses nationwide.
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Nina Kallen
Nina E. Kallen, Attorney at Law
(617) 363-0547
ninakallenlaw@hotmail.com
Attorney
Home Group: Milton
Bio: If an insurer acts in bad faith, Nina Kallen’s on the case. I sue liability insurance companies when they wrongfully deny coverage, lowball claims, or don’t protect the policyholder. I started off working for insurers, and know how they think.
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Jay LeClerc
Realty ONE Group NEST
Real Estate Specialist
(978) 985-6329
jayleclerc@rognest.com
Real Estate
Home Group: Newburyport
Bio: Specializing in good people and assisting them from one chapter to the next best chapter of their real estate lives! Servicing MA & NH since 1994…
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Karyn Rhodes
Isolved
VP/Director
(401) 332-9325
krhodes@isolvedhcm.com
Human Resources
Home Group: Providence
Bio: We are a Human Resources outsourcing firm handling high level employee relations issues, investigations, employee handbooks, HR compliance, AAP plans, management training and more.
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Ellen Waldorf
eWaldorf Mediation
(617) 206-4999
ew@ewaldorfmediation.com
Attorney
Home Group: Boston 5
Bio: Ellen is a former corporate attorney who has focused her practice on divorce and family mediation for almost 20 years. Ellen helps families with straight-forward or complex issues resolve conflicts in a thoughtful and cost-effective way.
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Marc Zwetchkenbaum
Marc Z Legal Staffing
Founder & President, Marc Z Legal Staffing
(617) 338-1300
marc@marczlegal.com
Consultant & Service
Home Group: Boston 3
Bio: I am the Founder & President of Marc Z Legal Staffing, a legal search and staffing firm in New England that works to place attorneys, paralegals, mid-level management, and business development professionals.
Events
Join us for our Spring PV@Night – Thursday, May 16th at the University of Mass Club. Registration and details are on the Hub.
On April 18th, ProVisors hosted our annual Group Leader Awards and put a spotlight on some of our finest GLs. With over 450 amazing Home Group and Affinity Group Leaders, it’s nearly impossible to pick winners within this esteemed group. We had over 27 finalist in five categories. Congratulations to all of you and especially this years’ winners – Maria Castillo Dominguez, Christopher Cazares, Deb Danger, Kelly Fischer, Nicola Gelormino, Steven Glick, Josh Glikin, Neil Forester, David Oates, Tom Means, Krystalynn Schlegel, Michael Shockley and Dinia Takacs. We thank all of our Group Leaders for their passion, service and dedication to our amazing community and members.
Accelerate Your Membership (AYM) on Monday, June 10, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!
Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
New Member Orientations
Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, June 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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