Professional Advisors Committee

The Professional Advisors Committee is a committee of Brookline-area professionals appointed by the Board of Trustees to act as BCF ambassadors and advisers for, philanthropic, fiduciary and legal matters. Learn more about members of the committee below.

Ann Hetherwick (“Hether”) Cahill 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. Trainor of the Massachusetts Appeals Court.  Hether received her J.D. from Suffolk University Law School and her B.A. from Skidmore College. She is the Book Review Editor of the Massachusetts Law Review and a participant in the 2016-2017 Boston Chamber of Commerce’s Women’s Leadership Program.  Hether lives in Brookline with her husband and two children.

Liza M. Connelly (Vice Chair) is a vice president and trust officer at Boston Private Bank & Trust Company. Prior to joining Boston Private Bank & Trust Company she worked as a wealth strategist in the Boston office of Atlantic Trust Private Wealth Management, an associate in the Trusts & Estates Department of Rackemann, Sawyer & Brewster PC, an associate in Personal Client Service at Deutsch Williams Brooks DeRensis & Holland PC in Boston and in offshore relationship management and marketing at Brown Brothers Harriman & Co. She has a niche area of pet trust planning and worked extensively on the Massachusetts pet trust statute. Liza is an active member and has served on various committees for the Boston Estate Planning Council and is a member of the board of overseers at the Massachusetts Society for the Prevention of Cruelty to Animals. She is also on the executive committee of the Trusts & Estates Consortium in Boston and on the alumni council for Dedham Country Day School. Liza received her Juris Doctorate from Suffolk University, her LL.M. in Taxation from Boston University and a Bachelor of Arts from Miami University. She is a member of the State Bar of Massachusetts. Liza enjoys traveling to Africa with her husband, running and tennis.

Robert Donnelly (Chair) 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 USA Inc. as Office Head, Private Client Services in 2008 bringing with him more that twenty-four years of insurance industry experience. The Private Client Services division of Marsh has national capabilities and expertise with twenty-seven locations and 350 licensed professionals in all fifty states. Robert is a graduate of Villanova University, earned his MBA at New York University and successfully completed the Executive Program in Strategic Sales Management at the University of Chicago Graduate School of Business. He resides in Brookline with his wife and daughters, where he often walks with his family to Fenway Park to catch a game. Robert is the vice chair of the professional advisors committee.

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 that his clients provide, he is able to deliver sound advice customized to his clients’ needs. Bringing 20 years of experience and a team of advanced case design experts and professionals, the advice delivered is of top caliber. Charles is committed to putting his clients best interest first. He is a member of the Boston Estate Planning Council and many other local organizations. He serves as a board member of Mercantile Bank of Boston and on the Boston Advisory Committee for Commerce Bank of Worcester, Massachusetts.

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 15+ years in the financial services industry, and continues to advise hundreds of clients, in making smart decisions about their investments so they can seek to maximize their financial growth, and work towards creating more certainty for their future. He received his business degree from Babson College and holds the designations of Chartered Retirement Planning Counselor and Certified Long Term Care Planner.  He is involved with and serves on numerous non-profit boards in addition to currently serving as the President of the Brookline Chamber of Commerce. Craig lives in Brookline with his wife and their two young children. SayingCraig is an avid Boston sports fan would be an understatement. In his free time he enjoys an active lifestyle including, coaching various Brookline youth sports teams, traveling and spending parts of his summers on Cape Cod and the Martha's Vineyard.

Marcos Lopez is a financial specialist who teaches people how to save money more efficiently, by showing them how to make financial decisions in the right order, to achieve what they want for their families now and in the future. Marcos wants to have a positive impact in his community and act as a resource for people, making their lives easier and their financial situations more stable. When Marcos decided to build his own practice, he wanted to find a group of specialists that he could work with who shared his philosophy: enjoying life and help others enjoy their lives. The Bulfinch group was the perfect fit for him; The Bulfinch Group was founded in 1994 on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities they serve. Marcos recently moved from Spain, and although he misses watching futbol, he is very happily becoming a fan of Boston teams- especially the Celtics.

Sandra Saner is a Managing Director at U. S. Trust. She assists high net worth individuals and their families 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. Sandra is an innovative idea generator and problem solver for clients with multi-faceted needs. She has been with U. S. Trust for 17 years. Previously, she was with Citibank's Private Bank. She worked in Corporate Finance for 12 years for Prudential Capital Corporation, originating, closing and managing long-term private placements for companies in New England. She holds an MBA in Applied Economics from the William Simmon School at the University of Rochester and a B. A. in Psychology from the University of Rochester. She is a Certified Financial Planner, Certified Trust and Estate Planner, Chartered Alternative Investment Analyst and an Accredited Estate Planner. Sandra lives in Brookline with her husband Paul and dog Phoenix. They have two daughters.

Oliver C. Scholle is a financial planner with Harvest Wealth Management in Needham MA where he specializes in helping families facing the twin challenges of paying for their children’s college education while saving for their own retirement.  His previous experience includes positions with Bank of Boston Global Asset Management, the Citibank Private Bank and the American International Group (AIG). He received his Bachelor of Arts degree with honors from Harvard College. Oliver lives in Brookline with his wife Beth and daughter and has two sons serving in the U.S Navy.

Charlie Walsh is a managing director at Pathstone Federal Street, bringing more than 30 years of financial services and international business experience to the firm. Prior to joining Pathstone Federal Street, Charlie spent seven years at LongVue Advisors, a wealth advisory firm he co-founded. Previously, Charlie worked for 15 years at Fleet Bank and its predecessor, BankBoston. He was a Director and Senior Private Banker responsible for managing relationships with high net worth individuals in the United States and overseas, including business owners, entrepreneurs and senior corporate executives of Fortune 100 corporations. At Fleet, Charlie coordinated and managed a team of specialists with expertise in all aspects of wealth management. Before joining BankBoston, he spent eight years as a corporate banker with Chase Manhattan Bank in New York and the Middle East. Charlie earned his master's degree in government and foreign affairs at Georgetown University, and his bachelor's degree at Villanova University.He is a mentor at Year Up, an organization which provides ongoing training and career placement for inner city youth. Charlie serves on the Advisory Committee for The Equality Fund at The Boston Foundation, Steering Committee for the Haiti Development Institute, and Leadership Council for Oxfam America.  He is also active in Catholic Relief Services. 
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