Craig Harsfield, Chair

Craig Harsfield works with individuals, families, and small businesses advising them on investment, retirement, and risk mitigation strategies. He specializes in designing tailored long term care solutions for seniors and their families, especially those experiencing transitional needs due to Alzheimer’s and Early Onset Dementia. Craig has a proven track record throughout his     More ...

Craig Harsfield, Chair2022-06-05T02:52:00-04:00

Ann Hetherwick Cahill, Vice Chair

Ann Hetherwick (“Hether”) Cahill, Vice Chair is a Partner in the Private Client Group at Burns & Levinson LLP, where she focuses on all aspects of estate and trust litigation, guardianships and conservatorships, elder financial exploitation, and family law. Before entering private practice, she clerked for the Honorable Joseph A.     More ...

Ann Hetherwick Cahill, Vice Chair2022-06-05T02:52:00-04:00

Bill Friedler

Bill Friedler is currently counsel at Verrill Dana. Previously, he was a Shareholder in Ruberto, Israel and Weiner’s PC Trusts and Estates Group in Boston. Bill has concentrated his practice in the areas of complex estate planning, probate and trust administration, planning for adults or children with special needs     More ...

Bill Friedler2022-11-03T10:27:39-04:00

Charles Evangelakos

Charles Evangelakos is a wealth manager who specializes in working with the unique complexities of highly affluent families, business owners and corporate executives. Charles has a five-step planning process that allows him to understand his clients’ needs and their visions, values and goals. Through a comprehensive analysis of the information     More ...

Charles Evangelakos2022-06-05T02:52:00-04:00

Jacob Walters

Jacob Walters is an attorney who has been practicing in Brookline since 1984. Jacob was a partner with Goldenberg & Walters from 2001-2011, then a partner with Walters, Shannon & Jensen, who had offices in Brookline Village. A graduate of DePaul Law School (1975), Jacob has appeared numerous times before     More ...

Jacob Walters2022-09-22T11:00:47-04:00

Robert Donnelly

Robert Donnelly serves as a personal risk manager for high net worth individuals and families. In this capacity he delivers tailored risk management solutions that protect the wealth and physical assets of his clients, while freeing them of the administrative burdens associated with policy issuance and billing. Robert joined Marsh     More ...

Robert Donnelly2022-06-29T15:52:49-04:00

Sandra Saner

Sandra Saner is a Managing Director at U.S. Trust. She assists high net worth individuals and their families to preserve and enhance their wealth and values through a broad array of solutions such as risk assessment, investment management solutions, strategic financial planning, gifting and fiduciary services, credit and philanthropic services.     More ...

Sandra Saner2022-06-05T02:52:00-04:00

Shannon McAllister

Shannon McAllister is a Vice President for the J.P. Morgan Private Bank where she is responsible for developing and overseeing every aspect of successful client relationships. Shannon provides banking, investment management, and wealth planning to high net worth executives, founders and families in New England.  Prior to joining J.P. Morgan, Shannon     More ...

Shannon McAllister2022-06-05T02:52:00-04:00

Steven E. Gurdin

Steven E. Gurdin is a partner at Fitch Law Partners LLP (“Fitch”).  Steven’s civil litigation practice is concentrated in the areas of complex Family Law and Probate and Estate Litigation. Steven has almost 25 years of experience as a practicing attorney.  He has served as Co-Chair of the Family Law Section     More ...

Steven E. Gurdin2022-06-05T02:52:00-04:00

Tatyana Karayeva

Tatyana Karayeva is a Morgan Stanley employee. She is dedicated to the process of educating people to a wide range of topics that affect their financial life. Tatyana is a strong advocate of issues surrounding diversity, inclusion and environmental protection. Currently she is working toward a designation at Yale School     More ...

Tatyana Karayeva2022-06-29T15:52:44-04:00
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