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 ...

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 ...

Ben Stern is a partner in Nutter’s Litigation Department. He focuses his practice on intellectual property (patents, trademarks, copyrights, and trade secrets) and has extensive trial experience representing multinational and entrepreneurial companies in federal and state courts nationwide, as in contested administrative proceedings. Ben combines his courtroom experience with knowledge     More ...

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 ...

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 ...

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 ...

Keith M. Pauletti is the Vice President of the Boston Metro Branches of HarborOne Bank. In this role, he leads the bank’s engagement in the market and surrounding communities. Keith comes to HarborOne Bank with over 15 years of experience in the banking industry. Prior to joining HarborOne Bank, he     More ...

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 ...

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 ...

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 ...