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  • Exit Planning Exchange
Exit Planning Exchange
Jun
02

XPX Greater Boston 2026 Annual Summit (SOLD OUT)

Details

Date & Time

Tue, Jun 2nd, 2026 â‹… 11:30am - 7:00pm (EDT)

Location

Morgan Lewis offices | One Federal Street | Boston, MA

Tickets

Greater Boston Emerging Professionals Members Regular Fee
$125.00
Greater Boston Members Regular Fee
$150.00
Non-Member Regular Fee
$175.00
XPX Chapter Network Members Regular Fee
$165.00
Guests

Registrants

123 people attended
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
JE
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Emily Feeley of AAFCPAs is a member of XPX Greater Boston
+118

SOLD OUT!



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
JE
Joshua England
AAFCPA's Inc.
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
Emily Feeley of AAFCPAs is a member of XPX Greater Boston
Emily Feeley
AAFCPAs
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
ZT
Zachary Taylor
Blue Herring LLC
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
MK
Meaghan Krupa
Hinckley Allen
KZ
Kelly Zack
AAFCPAs
PC
Peter Costa
Carter Morse & Goodrich
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
RW
Rick Weed
SES ESOP Strategies
NS
Noah Schlesinger
AllianceBernstein
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
ET
Eric Tobin
Equiniti Trust Company
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
JF
Jeffrey Fink
Coren Lichtenstein LLP
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Henry Myers of UBS is a member of XPX Greater Boston
Henry Myers
UBS
JP
Jessie Pyne
The Pyne Group, LLC
MD
Mark Demichaelis
The Pyne Group, LLC
Gregory Chin of EisnerAmper is a member of XPX Greater Boston
Gregory Chin
EisnerAmper
DB
David Barbato
Talent Retriever
Benjie Hughes of Hopeless Marketing is a member of XPX Greater Boston
Benjie Hughes
Hopeless Marketing
BB
Brian Beneduce
Bernstein Private Wealth Management
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed Merola Private Wealth at J.P. Morgan
KF
Kevin Felton
US CFO's
SD
Suzanne Dwyer
MCRC
KF
Kevin Finin
Rockefeller Capital Management
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
JP
Judy Polacheck
Polacheck HR Law LLC
JH
Justin Hannan
Day Pitney LLP
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
SS
Sara Sarkis
Cambridge Trust/Eastern Bank
IY
Ian Young
CFO Centre
BK
Brad Kayton
CFO Center
DC
Dan Corcoran
MCRC
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
CP
Cassandra Prince
Brown Brothers Harriman & Co.
RK
Richard Katzman
On call Leadership
JL
Juan Lopez
CFO Centre
MR
Michael Radin
Shipman Goodwin LLP
BS
Brian Sergenian
MLG Capital
Hank Beresin of First Street Business Brokers is a member of XPX Greater Boston
Hank Beresin
First Street Business Brokers
BS
William Stewart
First Street Acquisitions
GC
Gregory Carroll
First Street Business Brokers
VK
Vanessa Karlis
Cabot Business Brokers LLC
JS
Jake Stavros
LGA, LLP
BP
Brian Peterson
LGA, LLP
JD
Jim Deleo
Gray, Gray & Gray, LLP
RF
Rich Frizzell
Gray, Gray & Gray, LLP
MO
Monique O'Connell
Gray, Gray & Gray, LLP
WM
Will Mountzoures
Gray Strategic Partners
HM
Heather Morse
Gray, Gray & Gray, LLP
Anne Gouthro of Napier Financial is a member of XPX Greater Boston
Anne Gouthro
Napier Financial
MC
Marissa Chapman
Andersen
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
PS
Paul Schmid
ArentFox Schiff LLP
EP
Evan Proulx
AAFCPAs, Inc.
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Shipman & Goodwin LLP
LL
Logan Liljeberg
Brown Brothers Harriman & Co.
EL
Ellen Long
Goodwin
DS
Daniel Shea
Bernstein Private Wealth Management
KM
Kevin McAuliffe
Fiduciary Trust Company
Reed Smith of Brown Brothers Harriman & Co. is a member of XPX Greater Boston
Reed Smith
Brown Brothers Harriman & Co.
AK
Armen Krmzian
Bank of America
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
LW
Louise Wager
BNY Mellon
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
EP
Erik Pelletier
Merrill Lynch
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan
KB
Kevin Barton
Webster Bank
RY
Ross Yogel
LGA LLP
RV
Robert von Furth
Armory Securities, LLC
ME
Matthew Estadt
CFGI
RA
Rushika Athia
Goldman Sachs
JS
John Schnauck
Broadreach Executive Search
EL
Eric Lousararian
F9 Advisory
DB
Doug Baumoel
VK
Vassilis Kontogls
AAFCPAs
VA
Vinny Amaru
JP Morgan
DA
David Anzalone
Advanced Exteriors and Glazing
RS
Robert Schildkraut
Falcon Management LLC
B
Bny Guest
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
Shannon Zollo of Morgan Lewis & Bockius LLP is a member of XPX Greater Boston
Shannon Zollo
Morgan Lewis & Bockius LLP
Joshua French of Morgan Lewis is a member of XPX Greater Boston
Joshua French
Morgan Lewis
GW
Greg Wales
Ventoux Industrial Holdings
JY
John Yanchek
Montis Financial
MW
Mikki Wilson
Dot Connector Consulting
MD
Mark Diebus
Middlesex Savings Bank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
AF
Alan Fullerton
Mirus Capital Advisors
TB
Thom Busby
Mirus Capital Advisors
MY
Mark Young
Mirus Capital Advisors
GF
Greg Fanikos
Mirus Capital Advisors
BK
Brendan Kiernan
Mirus Capital Advisors
AB
Anthony Boschetto
Brook Trail Associates
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
CD
Chris Dicenso
Growth Strategy Partners
BM
Brien Moriarty
BNY Wealth
AF
Adam Fazzini
BNY Wealth
SN
Sara Nanez
BNY Wealth
JP
Jeff Powers
BNY Wealth
HC
Heather Cheney
BNY Wealth
DR
Derek Rebello
Gray, Gray & Gray, LLP
JC
John Cohan
Gesmer
MA
Matthew Allison
Citrin Cooperman
Arber Cufe of LGA is a member of XPX Greater Boston
Arber Cufe
LGA
Todj Gozdeck of Citrin Cooperman is a member of XPX Greater Boston
Todj Gozdeck
Citrin Cooperman
JE
Jae Erdekian
BDO
Ellie Myers of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Ellie Myers
Nutter McClennen & Fish LLP
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Karin Gregory of Blue Highway Capital is a member of XPX Greater Boston
Karin Gregory
Blue Highway Capital