XPX Greater Boston 2025 Summit
Date & Time
Location
Status
Tickets
Registrants

May 13, 2025
Nutter McClennen & Fish LLP, Boston MA
We are excited to announce that registration is open for the 2025 XPX Summit. Our pinnacle annual event is scheduled for May 13th, beginning at 11:30 am with lunch. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers using a mix of session formats (e.g., fireside chats, "ted talk", panel, etc.). Program agenda and further information to follow soon.
Agenda:
Check In & Networking Lunch
11:30am - 12:30pm
Welcome and Introductions
12:30pm – 1:00pm
Session 1
1:00pm
“Views from Washington” Political Update
Session 2
1:45pm – 2:30pm
State of the M&A Market
Networking Break
2:30pm – 3:00pm
Session 3
3:00pm – 3:45pm
“How advisors can work together for better outcomes”
Session 4
3:45pm – 4:30pm
“How are advisors leveraging AI today?” TED Talk
Closing Speaker
4:30pm – 5:00pm
Economic Update
Sponsor: Mohamed Merola Private Wealth (JP Morgan)
Networking Reception
5:00pm – 7:00pm
Early Registration Fees (through 4/1/25):
XPX Greater Boston Chapter Members - $135.00
XPX Greater Boston Emerging Professionals Members- $110.00
XPX Chapter Network Members - $150.00
Non-Members - $160.00
Regular Registration Fees (4/2/25-5/12/25):
XPX Greater Boston Chapter Members - $150.00
XPX Greater Boston Emerging Professionals - $125.00
XPX Chapter Network Members - $165.00
Non-Members - $175.00
A $25.00 Same Day (5/13/25) will be applied to the above fees. Please register early.
No refunds or credits will be given for cancellations. This registration is not transferable to another individual - no substitutes please.
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Guests
Leanne Scott
Baker Newman NoyesElliot Herman
Edelman Financial Services LLCSuzanne Dwyer
MCRCPeter Allison
ChenmarkAndy Sherman
Apex Growth AdvisorsDaniela Spanos
Wiggin and Dana LLPLouise Wager
BNY MellonAngela Spears
Genuine Business AdvisorsJohn Gleason
Genuine Business AdvisorsCarmen Posteraro
Salem Five BankMarshall Sugarman
TD BankPeter Costa
Carter Morse & GoodrichPeter Cifichiello
Bowditch & Dewey, LLPJulie (chevalier) Sauriol
AAFCPAsDavid Lapergola
M&T BankKelly Zack
AAFCPAsDan Cpa Seaman
AAFCPAsReed Smith
Brown Brothers Harriman & Co.Marc Berthiaume
Mainstay TechnologiesKyle Charlot
Brown Brothers Harriman
Allie Flood
Brown Brothers HarrimanAllison Robinson
Brown Brothers HarrimanPhilip Dytko
Brown Brothers HarrimanJessie Pyne
The Pyne Group, LLCCaleb White
CFARLars Vaule
Pilotage Partners LLCKelly Dutremble
Analog DevicesThomas Spiegel
Provident Healthcare PartnerJennifer Buco
InsperityMeghan Kelly
Nutter McClennen & Fish LLPAlan Fullerton
Mirus Capital Advisors
Andrew Crain
Mirus Capital AdvisorsGreg Fanikos
Mirus Capital AdvisorsMark Young
Mirus Capital AdvisorsPhilip English
ARENTFOX SCHIFF LLPSam Kaplan
Griffin Financial GroupJeffrey Glashow
Middlesex Savings BankJim Deleo
Gray, Gray & Gray, LLPMark Henry
Citrin CoopermanDavid Musto
Exit FactorGreg Desimone
Catapult Advisory Group