GROWTH. TRANSFER. LEGACY.
The leaders of the Exit Planning Exchange New England Chapter include prominent professionals in the local market.
The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!
“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.”
Get involved and make deeper connections – join a committee! The following committees are looking for additional members:
Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Ryan Gass, Cambridge Trust Company | Harry Mink, Touchstone Advisors | Aaron Naisbitt, Dunn Rush & Co. LLC | Alex Olson, Wilmington Trust
Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.
Marketing: Ashley Agnew, Centerpoint Advisors LLC – (Chair) | Shawn Mills, Three Horsemen, LLC | Kerri Salls, This Way Out Group, LLC
Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)
Programming: Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Ashley Agnew, Centerpoint Advisors LLC | David Czarnecki, Morse, Barnes-Brown & Pendleton | Ryan Gass, Cambridge Trust |Trammel Martin, UBS Private Wealth Management | Justin Merola, Mohamed-Merola Wealth Management | Lynn Schade, Middlesex Savings Bank
Power of 3: Tom LeBlanc (Chair)
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We could not have quality programming without our sponsors!
ANNUAL SUMMIT HOST