New Members

16 New Members in the New England Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

George Bissias

Movement Mortgage
Branch Manager/Sr Loan Officer
(781) 439-0449
george.bissias@movement.com
Banking Finance
Home Group: Lexington

Bio: George has over 18 years residential mortgage lending experience and 19 years residential property investment experience. Bissias Mortgage Lending Team is a full service lender in all aspects of lending (Primary/Vacation-2nd Home/Investment).

Jeremy Bohne

Paceline Wealth Management
Financial Advisor, Founder
(617) 440-7442
jbohne@pacelinewealth.com
Investment Advisor
Home Group: Needham

Jason Carter

Law Office of Jason Carter
(617) 942-0892
jason@jasoncarterlaw.com
Attorney
Home Group: Norwell

Bio: I focus on landlord tenant litigation, real estate litigation, construction litigation, and small business consulting and litigation. That narrow focus allows me to deliver skilled and efficient representation.

Daryl Cohan

Compass Real Estate
Vice President
(508) 517-7574
daryl.cohan@compass.com
Real Estate
Home Group: Needham

Bio: Helping buyers and sellers with all their real estate needs.

Marc Drucker

(339) 204-8295
mdrucker@gmail.com
Consultant Service
Home Group: Milton

Bio: I’ve helped big companies become scrappy. Now I help scrappy company become big.

Sara Khan

KLF Law PLLC
(617) 371-2900
skhan@klflawboston.com
Attorney
Home Group: Boston 7

David Labonte

Cabot Risk
Senior Account Executive
(781) 939-6822
david.labonte@cabotrisk.com
Insurance
Home Group: Providence

David A Maglio

Consulting CFO
(781) 929-9711
david.maglio@claconnect.com
Accountant
Home Group: Danvers

Matthew Ray

Bowditch & Dewey, LLP
Partner
(781) 254-7335
mray@bowditch.com
Attorney
Home Group: Boston Charter

Scott Rolph

BankProv
VP, Commercial Lender
(603) 498-5945
srolph@bankprov.com
Banking Finance
Home Group: Portsmouth

Bio: Commercial Lender at BankProv who lives and works in Portsmouth, NH.

Jeff Ryan

Beacon Benefits
Advisor Relationship Manager
(978) 578-3645
jeff.ryan@beacon-benefits.com
Financial Service
Home Group: Danvers

Michelle Shepard

Fragomen, Del Rey, Bernsen & Loewy LLP
Of Counsel
(857) 305-4434
mshepard@fragomen.com
Attorney
Home Group: Boston 3

Bio: Non-Immigrant and Work Visas (H-1B, L-1, TN, E-3,Student), Green Cards, Citizenship, Family Immigration.

Lisa Stevens

Newburyport Bank
Vice President Commercial Lending
(978) 225-8705
lstevens@newburyportbank.com
Banking Finance
Home Group: Newburyport

Bio: Lisa is a Mero Boston /North Shore based commercial lender with Newburyport Bank. The organization specializes in commercial lending, and Lisa has a particular focus on.

Eric Tam

Compass Real Estate
Managing Director
(617) 803-5683
tam@compass.com
Real Estate
Home Group: Boston 7

Jeff Winnick

Swerling Milton Winnick
Public Insurance Adjusters, Inc.
(781) 416-1000 x114
jeff@swerling.com
Insurance
Home Group: Natick

David Wittmann

Rubin and Rudman LLP
Attorney
(617) 548-7114
dwittmann@rubinrudman.com
Attorney
Home Group: Boston 1

Bio: Business lawyer with expertise in capital raising transactions (representing early-stage and growth-stage companies as well as investors) and M&A transactions. Routinely act as outside GC for closely-held companies in a wide range of industries.

Member News

Video Testimonial Campaign: We invite you to submit a brief video testimonial on how ProVisors has had an impact on your business. Select videos will be featured on our website. Click HERE for details.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Michael J. Radin

Tarlow Breed Hart & Rodgers, PC
Attorney at Law
(617) 218-2035
mradin@tbhr-law.com
Attorney
Home Group: Boston Back Bay

Bio: Lawyer for private business, owners, investors. Execute significant transactions. Mergers, acquisitions, m&a, equity, loan, distribution, supply chain, license, franchise, technology, disputes

Celebrating 5 Years

Shawn Ford

Salem Five Bank
Senior Vice President Commercial and Business Banking Salem Five Bank
(603) 234-5967
shawnpford@comcast.net
Banking & Finance
Home Group: Newburyport

Bio: Shawn Ford is the SVP of Commercial and Business Banking at Salem Five Bank. Shawn is a gifted sales leader and stellar presenter, with strong proficiencies in sales force development and relationship building.

Adam Hamel

McLane Middleton, Professional Association
Attorney
(781) 904-2710
adam.hamel@mclane.com
Attorney
Home Group: Wakefield

Bio: I am a director in McLane Middleton’s Litigation Department, concentrating my practice in the areas of business, employment and probate litigation.

Matt Roberts

Ligris + Associates
Attorney
(617) 274-1500
mroberts@ligris.com
Attorney
Home Group: Seaport

Bio: I specialize in all aspects of commercial and residential real estate matters, working with lenders, private individuals and developers in the financing, leasing and conveyancing of residential and commercial real estate.

Jason Solomon

Eastern Bank
VP Business Relationship Officer
(781) 223-4363
j.solomon@easternbank.com
Banking & Finance
Home Group: Boston 4

Bio: Jason refinances business bank/lending relationships due to restructuring, exhaustion of big banks and if you/your client are looking to acquire. Newer performing to established businesses. Nonprofit-tech-LifeScience-prof services-women/minority entities…

Events

Join us for our New England Holiday Party at the University of Mass Club on Tuesday, December 12th from 5-7pm. Registration and details on the Hub.

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch. 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.

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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET