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Testimonial

“XPX NE has developed an open and inviting community of advisors and business owners. I find the business owner-centric programming to be some of the most unique, interesting and actionable content out there, and our clients and prospects find the topics to be directly relevant to the issues they face. The programs are a valuable tool when learning how best to manage the early coordination and collaboration between a business owner’s trusted advisors – a critical step to achieving the best possible outcome in any type of transaction.”   

Gregory R. Rush, Partner at Dunn Rush & Co, LLC


chapter commitees

Get involved and make deeper connections – join a committee!  The following committees are looking for additional members:

Sponsorship: Laura Kevghas, Seed to Harvest, LLC (Chair) | Bill Clifford, Vigilant Capital | David Poulin, Bay Colony Group - Morgan Stanley

Membership: Warren Rutherford, The Executive Suite (Chair) | George Jensen, Glenlyon Management | Harry Mink, Touchstone Advisors | Joe Rahal, Rahal Consulting | Matthew Slaney, FinArc Investments, Inc. 

Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.

Marketing: Kerri Salls, This Way Out Group LLC (Chair) | Rudi Scheiber-Kurtz, Next Stage Solutions | John Halloran, UBS | Craig James, Vistage | Iris Stammberger, TALBOK Consulting, LLC 

Finance: Trammel Martin, UBS Private Wealth Management (Chair)

Programming: Keith Boudreau, The Newport Board Group (Chair) | Chris DiCenso, Growth Strategy Partners LLC | Trammel Martin, UBS Private Wealth Management | Rudy Scarito, RS Finance & Consulting, LLC

Power of 3: Tom LeBlanc (Chair)

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