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    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
16

XPX Greater Boston Summer Social

Details

Date & Time

Wed, Jul 16th, 2025 ⋅ 4:30pm - 7:30pm (EDT)

Location

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

Tickets

Greater Boston Members
$50.00
Greater Boston Members Same Day
$60.00
Non-Members
$100.00
Non-Members Same Day
$110.00
XPX Chapter Network Members
$80.00
XPX Chapter Network Members Same Day
$90.00
Guests

Registrants

84 people attended
HR
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
ZT
Mark Lynch of Supporting Strategies is a member of XPX Greater Boston
Louise Roussel of KeyBank is a member of XPX Greater Boston
+79

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




Registration Fees:

Greater Boston Members- $50.00
Greater Boston Members Same Day- $60.00

Non-Members - $100.00
Non-Members Same: $110.00

XPX Network Members:  $80.00
XPX Network Members Same Day: $90.00

Passed and displayed Appetizers and Drinks will be served. 2 Drink tickets per person are included.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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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.
HR
Havell Rodrigues
New Majority Capital
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Richard
Richard Brothers Financial Advisors
ZT
Zachary Taylor
Blue Herring LLC
Mark Lynch of Supporting Strategies is a member of XPX Greater Boston
Mark Lynch
Supporting Strategies
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
MG
Marc Gillette
Fred C. Church/Assured Partners
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
CM
Colin Mackay
JPMorgan
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
MK
Meaghan Krupa
Hinckley Allen
Marc Scribi of BerryDunn is a member of XPX Greater Boston
Marc Scribi
BerryDunn
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
William Hilton of Gesmer Updegrove LLP is a member of XPX Greater Boston
William Hilton
Gesmer Updegrove LLP
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
RS
Robert Schildkraut
Falcon Management LLC
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
JS
John Jr. Surrette
KLR
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
RW
Rick Weed
SES ESOP Strategies
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
PR
Patrick Riley
KLR
CS
Craig Cepa(r) Cpwa(r) Slater
Morgan Stanley
MN
Marissa Nero
Andersen
MY
Mark Young
Mirus Capital Advisors
KZ
Kelly Zack
AAFCPAs
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Camp Corporate Law, LLC
MD
Mark Diebus
Middlesex Savings Bank
PS
Paul Schmid
ArentFox Schiff LLP
KO
Keiron O’brien
Cross Coastal Advisors
EP
Erik Pelletier
Merrill Lynch Wealth Management
MS
Mark Sees
Citizens Bank
BG
Bethany Grazio
Ruberto, Israel & Weiner, PC
MD
Michael Dimuccio
Bank of America Private Bank
JL
Jeffrey Levin
KLR
JM
Jose Malpartida
Noblestone Holdings
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
DH
Dan Head
Brown Brothers Harriman
SE
Steven Egna
Valuation Resource Group, LLC
TE
Tod Edgecomb
CBIZ, Inc.
EL
Eric Lousararian
Ignition Consulting
MM
Michael McEntee
A. Neumann & Associates
SS
Sara Sarkis
Cambridge Trust/Eastern Bank
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
JH
Jack Heintzelman
Boston Wealth
CO
Christopher O'Sullivan
Rockland Trust
TD
Todd Davock
Carandsea3, LLC
HS
Haley Slack
BNY Wealth
LS
Lexi Shaftel
BNY Wealth
KF
Kevin Finin
Rockefeller Capital Management
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
RD
Ryan Dahlgren
BNY Wealth
AR
Alina Ritter
Insperity
KD
Kristin Dzialo
Rubin Rudman
CA
Chris Avery
Cambridge Trust
KS
Ken Schaefer
Business Transition Strategies
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
DC
Dan Corcoran
MCRC
LP
Lenny Pierce
JLL
PO
Paul Oliveira
KLR
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
SR
Stuart Rose
Mirus Capital Advisors
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Diane McGwin of Newfound Associates is a member of XPX Greater Boston
Diane McGwin
Newfound Associates
MM
Mark McGwin
Rockland Trust
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
GT
Gretchen Troiano
Rockland Trust
RL
Ryan Landolfi
BerryDunn
WW
William Wilcoxson
Osage Advisors
NS
Nicholas Staley
BNY Wealth
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan Private Wealth
JB
Jonathan Brummer
Wells Fargo Advisors
MB
Michael Brummer
Michael Brummer & Associates
BP
Brian Pineau
New World Advisors
JW
Jordan Walsh
Murphy & King, P.C.
Henry Myers of UBS is a member of XPX Greater Boston
Henry Myers
UBS
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
SC
Sean Carter
Citrin Cooperman
TB
Thomas Bennett
The Money Connector
AF
Allie Flood
Brown Brothers Harriman
HM
Hratch Minassian
Principal Asset Management