Erin Cooper

PNC Private Bank
Senior Relationship Strategist
(617) 912-5052
ej.cooper@pnc.com
Financial Service
Home Group: Boston 7

Bio: 25 yrs. across multiple areas of private banking & wealth management. I enjoy coordinating, strategizing & building deep relationships with clients over time. Helping clients with successful achievement of their goals and aspirations is my primary focus.

Sharna Favuzza

DeMoura Smith
Attorney, Owner
(781) 914-3778
sfavuzza@demourasmith.com
Attorney
Home Group: Wakefield

Bio: Sharna brings competence and compassion to her clients. She balances the emotional components with the legal ones and is a trusted advisor leaving clients feeling fully supported and less anxious about the planning process.

Jennifer Fox

Transworld Business Advisors of Boston
President
(203) 258-6967
jfox@tworldma.com
Financial Service
Home Group: Merrimack Valley

Alyson Graybill

Newburyport Bank
(603) 294-0707
agraybill@newburyportbank.com
Banking Finance
Home Group: Portsmouth

Rob Hannon

RWH Architect PLLC
Owner
(603) 458-6903
rob@rwh-architect.com
Consultant Service
Home Group: Haverhill

Kate Henderson

Michaud Insurance Agency
Producer
(978) 685-2549
katehenderson@michaudinsurance.com
Insurance
Home Group: Haverhill

Bio: Licensed Insurance Agent | Producer at Michaud Insurance Agency.

Nancy Lee

Lee & Associates, P. C.
Owner/Real Estate Attorney
(617) 934-1668
nlee@leeassociatespc.com
Attorney
Home Group: Boston 7

Michael Longo

Altman Nussbaum Shunnarah Trial Attorneys
Attorney
(917) 204-9541
mlongo@anslawyers.com
Attorney
Home Group: Haverhill

Bio: Experienced civil litigation attroeny focusing on personal injury.

Charlotte Mattei

Webster Bank
SVP, Sr. Relationship Manager Business Banking
(203) 915-0615
cmattei@websterbank.com
Banking Finance
Home Group: Boston 5

Bio: In the banking Industry for 40 years. With Webster Bank for over 13. My passion is working with family-owned businesses from startup, through self-growth or acquisition, partner buyout, and expansion.

Bob Melone

Radius Financial Group
Vice President – Business Banking Relationship Manager
(781) 579-7910 x 7911
bmelone@radiusgrp.com
Real Estate
Home Group: Norwell

Michael Mottola

Ocean First
(978) 423-8283
mmottola@oceanfirst.com
Banking Finance
Home Group: Merrimack Valley

Erin O’Leary

BayState Business Brokers
Business Broker M&A Advisor
(617) 297-8350
erin@baystatebusinessbrokers.com
Consultant Service
Home Group: Seaport

Bio: Erin helps business owners sell their businesses without leaving money on the table. Erin has a strong background, having been a serial entrepreneur herself. Erin works closely with founders, strategic buyers, private equity and family offices.

Kevin Pepe

Commercial Real Estate Advisors
Principal
(508) 962-5022
kpepe@comrealty.net
Real Estate
Home Group: Plymouth

Laura Sauter

Agency Bel
Brand Strategist and Designer
(617) 780-6485
laura@agencybel.com
Marketing
Home Group: Milton

Bio: I solve complex problems, creatively.

Heidi Sporel

E2Excel Marketing
(978) 846-2659
heidi.sporel@e2excel.com
Marketing
Home Group: Boston 7

Lindsay St Pierre

Newburyport Bank
(978) 872-5350
lstpierre@newburyportbank.com
Banking Finance
Home Group: Danvers

David Virden

HUB International
VP Employee Benefits
(617) 233-9937
david.virden@hubinternational.com
Insurance
Home Group: Haverhill

Jack Wang

Smart College Buyer(TM)
(877) 226-4157
jack@smartcollegebuyer.com
Financial Service
Home Group: Boston 7

Bio: Helping families navigate college financial aid to lower the cost of college, and pay for it efficiently without become the next student debt story.

Jen Whittemore

Wolf Dog Marketing
(508) 577-9916
jen@wolfdogmarketing.com
Marketing
Home Group: Boston 7

Bio: Helping your business win big online. Using bold website design, one of a kind branding and stand out social media marketing.

Bruce Zaro

Granite Wealth Management, LLC
Managing Director
(508) 746-4228
bruce@granite-wealth.com
Investment Advisor
Home Group: Plymouth

Bio: At Granite Wealth we are always on duty and are in the markets every day.

Gina Abudi

Abudi Consulting Group, LLC
President
(603) 471-3864
gabudi@abudiconsulting.com
Consultant & Service
Home Group: Waltham

Bio: Your training partner! Gina supports organizations to achieve strategic goals by providing leadership programs for all levels of managers and leaders.

James Grace

Silver Pine Capital, LLC.
Director of Wealth Management
(617) 717-4687
james.grace@silverpinecapital.com
Financial Service
Home Group: Cambridge

Bio: “Personal CFO” financial planning and wealth management services for busy, successful professional couples with kids.

Nicholas A. Iannuzzi

Sassoon Cymrot Law, LLC
Partner
(617) 969-0069
niannuzzi@sassooncymrot.com
Attorney
Home Group: Needham

Bio: Family Matters * 27 years of guiding clients through all aspects of family law related cases. I am a seasoned practitioner who strives for a swift settlement but will take a case to trial when necessary.

Ed Musmon

i need a CFO
Principal and Founder
(617) 515-3942
edmusmon@ineedacfo.com
Consultant & Service
Home Group: Seaport

Bio: I provide Fractional CFO services to small and middle-market businesses across a wide array of industries. Forward focused I provide business strategy, systems & processes improvements, and bottom-line results. www.ineedacfo.com

Jean Zick

Juna Financial Solutions LLC
Partner
(857) 239-0199
jean@junafinancial.com
Accountant
Home Group: Boston Back Bay

Bio: As your virtual accounting & finance department, I provide remote outsourced Accounting/Bookkeeping, Controller and CFO services to growing companies in technology, professional service, and life science companies.