|  New England

New Group Leaders

2 New Group Leaders in the New England Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Christopher Mahoney

Principal
CAPTRUST
(617) 488-2753
chris.mahoney@captrust.com
Home Group: Boston 1

Aidan Murphy

Scalli Murphy Law, P.C.
(617) 387-7000
amurphy@scallimurphy.com
Home Group: Wakefield

New Members

14 New Members in the New England Area

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

Michele Beasley

Michele Beasley

FP Leadership & Business Coaching LLC
Leadership & Business Executive Coach
(857) 636-2008
mbeasley@focalpointcoaching.com
Consultant Service
Home Group: Needham

Bio: Michele Beasley is a seasoned advisor, legal counsel, and senior executive who uses her decades of experience to coach business owners and leaders to achieve success, solve problems, and create new opportunities.

Daniel Carpenter

Daniel Carpenter

Clark Lau, LLC
Immigration Attorney/Partner
(617) 299-4207
dcarpenter@clarklau.com
Attorney
Home Group: Plymouth

Bio: Employment Based Immigration Attorney/U.S Air Force Veteran.

Kevin Finin

Kevin Finin

Rockefeller Global Family Office
Vice President – Private Advisor
(857) 504-8724
kfinin@rockco.com
Investment Advisor
Home Group: Boston Back Bay

Bio: Private Advisor within the Rockefeller Global Family Office. Kevin provides family office services, investment management, tax planning advice, and philanthropic guidance to ultra-high net worth individuals and families.

Sam Miller

Sam Miller

Rodman Employment Law
(617) 639-5150
sam.miller@rodmanemploymentlaw.com
Attorney
Home Group: MetroWest 1

Jenny Naylor

Jenny Naylor

Rockefeller Global Family Office
(857) 504-8716
jnaylor@rockco.com
Financial Service
Home Group: Merrimack Valley

Josh Nelson

Josh Nelson

(415) 297-0829
joshcnelsonl9@gmail.com
Marketing
Home Group: Southern New England

Tony Pompeo

Tony Pompeo

Sunbelt Business Brokers
Managing Broker
(857) 557-5350
tpompeo@sunbeltnetwork.com
Consultant Service
Home Group: Providence

Bio: Helping business owners discover their business’s market value and navigate a confidential sale to the ideal buyer, maximizing value and ensuring a smooth transition.

Anthony Poole

Anthony Poole

Trivantus
Director of Sales
(603) 624-7788
apoole@trivantus.com
Human Resources
Home Group: Manchester

Bio: Director of Sales for 14 years, over 1,000 clients sold, avid golfer.

Mark Powers

Mark Powers

Prince Lobel
(508) 318-1746
mpowers@princelobel.com
Attorney
Home Group: Boston 1

Bio: My legal practice focuses on creditors’ rights, business bankruptcy, and bankruptcy litigation.

Stephen Reich

Stephen Reich

Stephen Reich Law
(917) 204-7024
sreichesq@stephenreichlaw.com
Attorney
Home Group: Boston Back Bay

Bio: Solo practitioner with a focus on trademark and copyright registration, counseling and litigation.

Paul Santos

Paul Santos

Santos Messina LLC
(617) 804-0814
psantos@santosmessina.com
Accountant
Home Group: Milton

Ken Sazama

Ken Sazama

Sazama Real Estate
(617) 308-3678
ken@sazamare.com
Real Estate
Home Group: Needham

Bio: A real estate expert since 2003, Ken combines client advocacy with a passion. He is known for detail, negotiation, and trend insight. Ken helps clients buy/sell homes. A former educator, he mentors agents and supports green living, local non-profit.

Michael Ung

Michael Ung

CLA
(401) 330-2756
michael.ung@claconnect.com
Accountant
Home Group: Providence

Michael Weber

Michael Weber

North Star Technology Lead
(413) 384-9795
mweber@northstartechlead.com
Information Technology
Home Group: Southern New England

Bio: Fractional CTO and AI expert. Providing technology leadership in mid size organizations. 20+ years of business ownership.

Member News

Member Milestones

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

Celebrating 10 Years

Denise Caven-Moynihan

Coldwell Banker Realty
Realtor
(781) 334-5700
denise.moynihan@nemoves.com
Real Estate
Home Group: Danvers

Bio: Working closely with my clients from the beginning to the end of the home and business buying and selling process allows me to provide exceptional service each step of the way.

Christopher Downey

Christopher Downey

The Federal Savings Bank
Senior Vice President
(617) 594-1162
cdowney@thefederalsavingsbank.com
Banking & Finance
Home Group: Braintree

Bio: Engaged in conventional, jumbo and reverse mortgage lending for over 25 years.

Bob Hurwitz

Hurwitz, Richard & Sencabaugh, LLP
Attorney
(617) 720-7870
rhurwitz@hrsllp.com
Attorney
Home Group: Needham

Bio: Focus is on construction law and commercial collections, representing building supply companies and subcontractors. Situations include disputes, mechanic’s liens, surety bond claims and collections.

Judy Rakowsky

Liberty Square Group
Mg Dir. Strategic Communications
(617) 512-1975
rakowsky@libertysquaregroup.com
Consultant & Service
Home Group: Boston Back Bay

Bio: Communications savvy in a crisis, managing bad news in litigation, media and social media glare in a fast changing landscape.

Celebrating 5 Years

Thomas Carey

Sunstein LLP
Partner
(617) 821-1297
tcarey@sunsteinlaw.com
Attorney
Home Group: Newburyport

Bio: As an IP lawyer, I help companies commercialize technologies and address privacy and data security issues.

Adam Chandler

Vrountas, Ayer & Chandler
(603) 935-9601
achandler@vaclegal.com
Attorney
Home Group: Manchester

Bio: Adam litigates and counsels clients in both commercial disputes and employment matters. Adam’s firm specializes in legal service to the hospitality industry.

Charles Waters

Charles Waters

Sheehan Phinney
(617) 897-5644
cwaters@sheehan.com
Attorney
Home Group: Newburyport

Bio: Charles is an experienced trial attorney. For 28 years, he has handled business and financial disputes, and represented companies, individuals, trusts and estates.

Events

Join ud for our Holiday Party – Tuesday, December 3rd from 5-7pm at the UMass Club.  Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 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, December 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET