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  • Exit Planning Exchange
Exit Planning Exchange
Mar
11

XPX Greater Boston: Navigating the Changing Climate

Details

Date & Time

Tue, Mar 11th, 2025 â‹… 4:00pm - 6:30pm (EDT)

Location

Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Fee
$105.00
XPX Chapter Network Member Regular Fee
$65.00
XPX Chapter Network Member Same Day Fee
$75.00
Guests

Registrants

56 people attended
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
JB
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Gregory Chin of CohnReznick LLP is a member of XPX Greater Boston
RS
+51



First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member  referral is required. Member (NOT GUEST) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
JB
Jonathan Brummer
Wells Fargo Advisors
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
Gregory Chin of CohnReznick LLP is a member of XPX Greater Boston
Gregory Chin
CohnReznick LLP
RS
Robert Schildkraut
Falcon Management LLC, CFO Consultant
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
SB
Sandra Batakis
JV
Jonathan Vogt
KeyBank
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
Grasshopper Bank
MD
Mark Diebus
Middlesex Savings Bank
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Stephen McGee of Bigelow LLC is a member of XPX Greater Boston
Stephen McGee
Bigelow LLC
JS
John Jr. Surrette
KLR
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Ken Sanginario of Corporate Value Metrics is a contact of XPX
Ken Sanginario
CVM - the Value Growth Company
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
YB
Yvan Bodart
F.L. Putnam Investment Management Company
JM
John McGourty
CFG / MassMutual
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
TD
Todd Davock
Carandsea3, LLC
DC
Dan Corcoran
MCRC
PO
Paul Oliveira
KLR
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
RC
Rick Clemon
Clemon Consulting
AJ
Adam Jacobs
Riemer | Braunstein LLP
TS
Tom Sherwin
CEO Resources, Inc.
Henry Myers of UBS is a member of XPX Greater Boston
Henry Myers
UBS
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Advisory Group
KM
Kristen Miale
Caswell Advisory Group
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Richard
Richard Brothers Financial Advisors
CA
Carter Allen
Richard Brothers Financial Advisors
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan Private Wealth
JA
Julie Alig
JLA Analytics, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
SD
Sean Donovan
Northern Trust
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
KF
Kevin Felton
US CFO's
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
EP
Erik Pelletier
Merrill Lynch Wealth Management
JC
Joshua Caswell
Nixon Peabody LLP
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
RL
Robert Look
Middlesex Savings Bank
BM
Brent Mathews
Main Street Bank
AS
Abitail Sweeney
BNY Mellon
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
BG
Bethany Grazio
Ruberto, Israel & Weiner, PC
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed Merola Private Wealth at J.P. Morgan
MH
Mike Hart
ZT
Zachary Taylor
Blue Herring LLC
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth
MH
Mark Hoffman
KeyBank
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
SS
Steve Shanck
Nautilus Strategy