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  • Exit Planning Exchange
Exit Planning Exchange
Jul
16

XPX Greater Boston: Summer Social

Details

Date & Time

Tue, Jul 16th, 2024 ⋅ 4:30pm - 7:30pm (EDT)

Location

Ned Devine’s - 1 N Market St, Boston, MA 02109

Tickets

Greater Boston Members Fee
$50.00
Greater Boston Members Same Day/Walk-In Fee
$60.00
Non-Members Fee
$100.00
Non-Members Same Day/Walk-in Fee
$110.00
Guests

Registrants

86 people attended
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
PH
+81

Join us for our Summer Social at Ned Devine’s @ Faneuil Hall.

Event Pricing:

XPX Greater Boston Members - $50.00 
XPX Greater Boston Member Same Day/Walk-in Fee- $60.00

Non-Members:
$100.00 
Non-Members Same Day/Walk-In Fee: $110.00 

Includes passed and displayed appetizers and 2 drink tickets.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
PH
Paul Higgins
Heritage Financial Services
Mark Lynch of Supporting Strategies is a member of XPX Greater Boston
Mark Lynch
Supporting Strategies
MD
Mark Diebus
Middlesex Savings Bank
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
RM
Rudy Minar
Mirus Capital Advisors, Inc.
JS
John Jr. Surrette
KLR
RS
Robert Schildkraut
Falcon Management LLC, Fractional CFO
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
NS
Noah Schlesinger
AllianceBernstein
DO
David O'Brien
Asset Strategy Advisors
BK
Brendan Kiernan
Mirus Capital Advisors
JV
Jonathan Vogt
KeyBank
RC
Rick Clemon
Clemon Consulting
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
RW
Rick Weed
SES ESOP Strategies
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
BP
Brian Pineau
New World Advisors
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Peggy McGillin of Journey Financial Planners is a member of XPX Greater Boston
Peggy McGillin
SAX Wealth Advisors
JM
John Moffitt
5th Line
James Turner of 5th Line is a member of XPX Greater Boston
James Turner
5th Line
JW
Jordan Walsh
Schlossberg, LLC
KM
Kathryn Martin
Schlossberg, LLC
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
HR
Havell Rodrigues
New Majority Capital
JN
Jenny Norris
Allianz Trade Americas
RO
Richard O'Neil
AAFCPAs
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
JR
Jd Ramon
Alliance Private Wealth
JM
John McGourty
CFG / MassMutual
CP
Carmen Posteraro
Salem Five Bank
NH
Neal Hegge
Fiduciary Trust Company
Christina Sayles of LGA, LLP is a member of XPX Greater Boston
Christina Sayles
LGA, LLP
ML
Martina Lipinska
LGA, LLP
WW
William Wilcoxson
Osage Advisors
RL
Robert Lorenson
TD Bank, N.A.
DC
Dan Corcoran
MCRC
RB
Ryan Bowler
Dunn Rush & Co. LLC
TM
Terri Monjar
Bank of America
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Danny Parenteau of Morgan Stanley is a member of XPX Greater Boston
Danny Parenteau
Morgan Stanley Private Wealth Management
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
SP
Slayton Purcell
Rockland Trust
PO
Paul Oliveira
KLR
CH
Carol Hansen
Brookline Bank
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
HA
Hanneke Antonelli
Hanneke Antonelli Coaching, Inc.
LS
Laurence Stybel
Stybel Peabody Associates, Inc.
MH
Mark Haley
Centri Consulting
Len Bruskiewitz of FocalPoint Coaching is a member of XPX
Len Bruskiewitz
FocalPoint Coaching
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Private Wealth at JP Morgan
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Greg Caswell
Caswell Advisory Group
KM
Kristen Miale
Caswell Advisory Group
JS
Jake Stavros
LGA, LLP
TD
Todd Davock
Carandsea3, LLC
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
Grasshopper Bank
KH
Kevin Hsu
Outstand
RY
Rafael Yepez
JP Morgan Chase
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
TS
Tom Sherwin
CEO Resources, Inc.
EI
Evan Israelson
Bank of America
HC
Holly Cloutier
Alliance Private Wealth
LS
Larry Siff
Neptune Advisors & C Level Community
AK
Armen Krmzian
Bank of America
BM
Brayden Minahan
Wilmington Trust
DL
David Landrum
Integrated Growth Advisors
JM
Jeff Maslanka
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
BDC Capital
MJ
Mark Jones
River Associates Investments
JC
Joshua Caswell
Nixon Peabody LLP
GR
Gabriela Redhead
Goldman Sachs
GS
George Shaw
PKF O'Connor Davies LLP
Danny Lattanzi ChFC®, SE-AWMA™ of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Danny Se-Awma™ Lattanzi Chfc®
The Weber Group at Merrill Lynch Wealth Management
Ari Weber of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Ari Weber
The Weber Group at Merrill Lynch Wealth Management
PC
Patrick Carey
Bridgepoint Consulting