January 2022

provisors news

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

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.

Mike Bace

Mike Bace

Bace Law
(508) 922-8328
mjb@bacelaw.com
Attorney
Home Group: Burlington

Michele Liu Baillie

Michele Liu Baillie

North Shore Patents
Registered Patent Attorney & Trademark Attorney
(781) 990-3916
mlb@nspatents.com
Attorney
Home Group: Boston 5

Bio: Experienced intellectual property lawyer specializing in patent and trademark law.

Paul Baker

Paul Baker

Baker Law Offices, P.C.
(617) 330-1330
baker@bakerlawoffice.com
Attorney
Home Group: Boston 2

Suzanne Elovecky

Suzanne Elovecky

Partridge Snow & Hahn, LLP
(617) 283-9152
selovecky@psh.com
Attorney
Home Group: Boston 3

Bonny Gilbert

Bonny Gilbert

Fairway Mortgage
Senior Mortgage Advisor
(617) 645-8907
bonnyg@fairwaymc.com
Real Estate
Home Group: Seaport

Jack Harrington

Jack Harrington

Franklin Management
(617) 325-2600
jack@franklinmgmt.com
Accountant
Home Group: Boston 2

Susan Howards

Susan Howards

Law Office of Susan K. Howards
(617) 283-2948
suehow@aol.com
Attorney
Home Group: Boston 5

Bio: Criminal defense attorney with focus on family violence including domestic violence, restraining orders, abuse, and discrimination.

Adam Jacobs

Adam Jacobs

Wilchins Cosentino Novins LLP
Attorney
(781) 771-2245
ajacobs@wcnllp.com
Attorney
Home Group: Boston 2

Bio: Business and transactional attorney with over 30 years experience representing business and individuals with transactions, contracts, entity formation, governance, succession planning, business disputes, and general business matters.

Mary Lee

Mary Lee

(617) 426-1689
marykylee@marylee-law.com
Attorney
Home Group: Burlington

Sara Kitaeff

Sara Kitaeff

Wimer, Karp, Warner & Ryan LLP
(617-) 423-7250
skitaeff@wkwrlaw.com
Attorney
Home Group: Boston 3

Bio: Sara is an experienced family law attorney providing representation to high-net worth clients seeking advice regarding prenuptial and postnuptial agreements, divorce, custody and parenting concerns.

Matthew Morris

Matthew Morris

Sherin & Lodgen
Partner
(617) 646-2130
mmorris@sherin.com
Attorney
Home Group: Woburn

Alex Olson

Alex Olson

KLR Wealth Management
(857) 317-4496
aolson@klrwealth.com
Investment Advisor
Home Group: Burlington

MaryAnn Pinto

MaryAnn Pinto

(603) 315-3925
mbpinto@fedcontractsolutions.com

Government Contracts Lawyer
Home Group: Merrimack Valley

Jeffrey Tomaneng

Jeffrey Tomaneng

Asset Management Resources, LLC
Wealth Advisor
(508) 771-8900
jeff@amrfinancial.com
Investment Advisor
Home Group: Boston Charter

Robert Schildkraut

Robert Schildkraut

Falcon Management LLC
(516) 993-6244
robert.m.schildkraut@icloud.com
Consultant Service
Home Group: Waltham

David Sebestyen

David Sebestyen

The Cloud Taskforce
david.sebestyen@cloudtaskforce.com
Consultant Service
Home Group: Boston 2

Bio: As Managing Director at The Cloud Taskforce, I help companies make the right technology decisions on telecommunications, IT support and hosted or ‘cloud’ solutions. The industry is evolving so rapidly, that many companies are quietly being left behind.

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed).  This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership

 

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Member Milestones

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

Celebrating 10 Years

David Barbash

Arent Fox LLP
Partner
(617) 973-6298
david.barbash@arentfox.com
Attorney
Home Group: Boston 1

Celebrating 5 Years

Peter Baty

ALO Advisors
Partner, M&A Transaction Services
(925) 482-7851
peter.baty@aloadvisors.com
Consultant & Service
Home Group: Boston 1

Bio: Over 25 years of environmental / ESG consulting experience advising on M&A transactions for both private equity and strategic buyers/sellers across numerous business sectors througut the US and internationally..

Daniel Capobianco

Law Offices of Daniel B. Capobianco
Attorney/Founder
(617) 261-5355
dan@dbclawyer.com
Attorney
Home Group: Boston 2

Bio: Attorney and CPA – Estate Planning with a focus on high net worth individuals, integrated tax strategies, international estate planning, asset protection, business succession planning, Charitable Planning, multiple owner protections (buy sell agreements).

Mark Diebus

Middlesex Savings Bank
Senior Vice President
(508) 599-5938
mark.diebus@middlesexbank.com
Banking & Finance
Home Group: Boston 1

Bio: Commercial lender providing growth capital to established companies and PE firms.

Kristine Fitzgerald

Johnson O’Connor Feron & Carucci LLP
Partner
(781) 914-3315
k.fitzgerald@johnsonoconnor.com
Accountant
Home Group: Wakefield

Bio: State and local tax expertise along with general tax advice and compliance for owner managed businesses.

Charlie Miraglia

Caras & Shulman, P.C.
Partner
(781) 418-2138
cmiraglia@carasshulman.com
Accountant
Home Group: Burlington

Upcoming Events

Join an Accelerator Workshop 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 England Accelerator PV Zoom

Date: Tuesday, January 11, 2022
Time: 11:30am – 1:30pm