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 ...

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 ...

Julie Braverman Bruno works as an attorney at Verrill Dana LLP in Boston. She focuses on sophisticated trust and estate planning and also advises clients on family law, adoptions, conservatorships, guardianships, and name changes. Prior to working in estate planning and family law, Julie worked for over a decade     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 ...

Patricia Correa retired in 2022 after 14 years as the Town of Brookline’s First Assistant Town Counsel, and prior to that, Associate Town Counsel. Patty’s legal work for the Town was varied but included helping the Town devise one of the State’s first local licensing schemes for cannabis shops, developing     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 ...

Shannon McAllister is a Senior Vice President at UBS Private Wealth Management where she employs 20+ years of banking and wealth planning experience to provide financial advice to individuals and business leaders. She is responsible for developing and overseeing every detail of successful client relationships and offers highly sophisticated goals-based     More ...

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 ...

Urban Larson is a seasoned investor who is in the process of launching his own independent investment firm, White Pine Advisory. Urban has worked around the globe for various firms, including five years spent in London and six in Mexico City. He was most recently employed by Standish Mellon Asset     More ...