28
Sep
XPX Greater Boston: Space limited- Register Today for Summit Party 2021.5!
September
28
Tuesday

Event Information

Date & Time

Tue, Sep 28th, 2021
4:00pm - 7:00pm (EDT)

Location

Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Status

XPX Registration Closed

Price

Greator Boston Members $50.00
March Summit Registrants $0.00
Non-Members $75.00
Other XPX Chapter Members $60.00

Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley R. Agnew
Centerpoint Advisors
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Keith Boudreau
Edward Jones
Kevin M. Burke
Cambridge Savings Bank
Gregory T Caswell
Caswell Vlachos Group
GRACE CONNELLY
Linda Crothers
Monroe Credit Advisors
Kevin Dougherty of KD-Partners Business Brokerage and Valuation Services is a member of XPX Greater Boston
Kevin Dougherty
KD-Partners Business Brokerage and Valuation Services
John Dwyer
Paul Edelman of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Jay Erdekian
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Joshua French
Nutter McClennan & Fish
Karin A Gregory
Blue Highway Capital
Leo Grohowski
Elliot Herman
Garren Hilow
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin H. Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
BNY Mellon Wealth Management
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle B Jenkins
Waypoint Growth Advisors
Brian C Kelleher
Mohamed-Merola Wealth Management
Ruben Klein
Aaron T Kriss
Gesmer Updegrove LLP
Robert Look
Middlesex Savings Bank
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Brent Mathews
Kevin McAuliffe
Bernstein Private Wealth Management
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
Tracey Mullen
Aaron Naisbitt
Dunn Rush & Co. LLC
Daniel Paris
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Tarlow Breed Hart & Rodgers, PC
Havell Rodrigues
New Majority Capital
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory R Rush
Dunn Rush & Co. LLC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
Paul Schmid
Arent Fox LLP
Tom Sherwin
CEO Resources, Inc.
Bonnie Simmons
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Louise Wager
David Walsh of Harbinger Partners, LLC is a member of XPX Greater Boston
David Walsh
Harbinger Partners, LLC
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
John Weeks of The Colony Group is a member of XPX Greater Boston
John Weeks
The Colony Group
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Scott Yewell
Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Shannon S. Zollo
Nutter McClennen & Fish LLP

REGISTRATION IS CLOSED

Re

Thank you to our gracious Summit Sponsor, Nutter. To allow for spacious enjoyment at the event, we will be limiting the number of guests to 80 as opposed to the maximum 175 allowed in the Nutter conference space. We hope you will join us to safely network and learn amidst lovely views in an open floor plan. While encouraged, masks are optional in the event space. Masks are required in building common areas such as elevators and lobbies.


AGENDA:

4:00 pm- Great to See You! Registration and Welcome.

4:30 pm- What’s Going On? What’s Ahead? Market Update with Leo Grohowski, Executive VP, Chief Investment Officer, BNY Mellon Wealth Management.

5:15 pm- Let’s Catch Up: Nosh and Networking.

Thank you to our gracious Summit Sponsor Nutter. Out of respect for their policies and event guests, kindly wear a face mask if you are unvaccinated.

About Leo:

We are excited to host Mr. Grohowski and his over 30 years of industry experience. Prior to his current role he worked in the investment landscape enhancing organizations such as US Trust, Bank of America, Deutche Bank, and HSBC, covering end-to-end investment solutions. As Chief Investment Officer at BNY Mellon Wealth Management, he currently leads all investment strategy and investment management functions for the wealth management organization.

Registration Fees:

Attendees of March Virtual Summit: Free*

XPX Greater Boston Members: $50

Other XPX Chapter Members: $60

Non-Members: $75

* CODE required.  Email Angie Ellis at angie@exitplanningexchange.com to get your code.


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THANK YOU TO OUR SUMMIT EVENT SPONSORS:

Summit Annual Host Sponsor:
Nutter McClennen & Fish LLP

Summit Opening Keynote Sponsor:
BNY Mellon Wealth Management

Summit Closing Keynote Sponsor:
RBC Wealth Management & RBC Global Asset Management

Summit Communication Sponsor:
Dale Carnegie

Summit Success Kit Sponsor:
Dunn Rush & Co. LLC

Summit-Table Sponsors:
Centerpoint Avisors, LLC
Dunn Rush & Co. LLC
Middlesex Savings Bank

Summit-Half Table Sponsor:
AAF CPAs
Gray, Gray & Gray, LLP
KLR
Mirus Capital Advisors, Inc.
RBC Wealth Management
TBHR-Law
Washington Trust


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