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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
29

XPX Greater Boston - Summer Social in the Seaport

Details

Date & Time

Wed, Jul 29th, 2026 ⋅ 5:00pm - 8:00pm (EDT)

Location

Deck 12 — Yotel Boston; 65 Seaport Blvd, Boston, MA 02210

Tickets

Greater Boston Members
$75.00
Greater Boston Members Same Day
$85.00
Non-Members Regular Fee
$125.00
Non-Members Same Day Fee
$135.00
XPX Chapter Network Members
$80.00
XPX Chapter Network Members Same Day
$90.00
Guests

Registrants

74 people attended
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
BS
Joshua French of Morgan Lewis is a member of XPX Greater Boston
Louise Roussel of KeyBank is a member of XPX Greater Boston
LS
+69

Join XPX Greater Boston for our 2026 Summer Social!


Enjoy a beautiful evening at a rooftop bar in the Seaport and a chance to connect with peers from across New England. Appetizers and an open bar will be provided!


Registrations Fees:

XPX Greater Boston Members: $75.00
XPX Greater Boston Members Same Day: $85.00

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

Non-Members - $125.00
Non-Members Same: $135.00

Registration fee includes appetizers and an open bar.

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 or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
BS
Brian Sergenian
MLG Capital
Joshua French of Morgan Lewis is a member of XPX Greater Boston
Joshua French
Morgan Lewis
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
LS
Lawrence Siff
Neptune Advisors & C Level Community
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
AK
Armen Krmzian
Bank of America
MD
Mark Diebus
Middlesex Savings Bank
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
DC
Dan Corcoran
MCRC
LW
Louise Wager
BNY
RC
Rick Clemon
Clemon Consulting
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Rick Weed of SES ESOP Strategies is a member of XPX Greater Boston
Rick Weed
SES ESOP Strategies
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
MM
Michael McEntee
A. Neumann & Associates
Allie Flood of Brown Brothers Harriman is a member of XPX Tri-State
Allie Flood
Brown Brothers Harriman
KB
Kevin Barton
Webster Bank
BB
Brian Beneduce
Bernstein Private Wealth Management
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
EM
Elizabeth Madden
Brown Brothers Harriman
Reed Smith of Brown Brothers Harriman & Co. is a member of XPX Greater Boston
Reed Smith
Brown Brothers Harriman & Co.
MD
Michael Dimuccio
Bank of America Private Bank
MR
Michael Radin
Shipman Goodwin LLP
Joseph Attia of Xcelerated Equity Advisors, LLC is a member of XPX Greater Boston
Joseph Attia
Xcelerated Equity Advisors, LLC
PS
Paul Schmid
ArentFox Schiff LLP
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
RO
Ryan O'Connell
Brown Brothers Harriman
LY
Li-Mei Yang
South Shore Bank
HR
Havell Rodrigues
New Majority Capital
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
AC
Allison Chisolm
Choice Words/Chisolm & Co.
HD
Heather Dean
Riptide, LLC.
NS
Noah Schlesinger
Bernstein Private Wealth Management
YC
Yaznairy Cabrera
Bernstein Private Wealth Management
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
AK
Alex Khalarian
Fox Rothschild LLP
ZT
Zachary Taylor
Blue Herring LLC
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
JS
Joe Schipani
Cross/Section
EL
Eric Lousararian
F9 Advisory
TS
Tom Sherwin
CEO Resources, Inc.
EB
Elisabeth Bassett
CEO Resources, Inc.
Kevin Finin of Rockefeller Capital Management is a member of XPX Greater Boston
Kevin Finin
Rockefeller Global Family Office
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
HM
Hratch Minassian
Principal Asset Management
CM
Colin Murtha
Merrill Lynch
William Jarry of Hingham Street Advisors of Wells Fargo Advisors is a member of XPX Greater Boston
William Jarry
Wells Fargo
RL
Reginald Lamb
Merrill Lynch
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
WK
Will Krause
Northern Trust
PETER SULLIVAN of 550 Advisors LLC is a member of XPX Greater Boston
Peter Sullivan
550 Advisors LLC
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth
SC
Sebastien Cuvelier
CohnReznick Advisory LLP
Richard Katzman of On Call Leadership LLC is a member of XPX Greater Boston
Richard Katzman
On Call Leadership LLC
AP
Akhil Patel
Brown Brothers Harriman
DN
David Nussbaum
Eastern Bank
TB
Tom Barcikowski
Eastern Bank
RS
Robert Schildkraut
Falcon Management LLC
CO
Christopher O'Connell
Key Private Bank
William Hilton of Gesmer Updegrove LLP is a member of XPX Greater Boston
William Hilton
Gesmer Updegrove LLP
JC
Joshua Caswell
Rubin and Rudman LLP
CM
Craig Mancusi
Marsh McLennan
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Shipman & Goodwin LLP
LW
Louise Wager
BNY
LV
Lars Vaule
Pilotage Partners LLC
AR
Alex Roitman
Seyfarth Shaw LLP
DD
David Dibiase
Commonwealth Financial Group
GF
Gabby Fredrick
Brown Brothers Harriman
HE
Holly Eddleston
Continuity Family Business Consulting
CG
Cruz Gamboa
Ascend Growth Ventures
MS
Mark Sees
JP Morgan Chase
BL
Bill Lemos
Howden Insurance Group
HW
Hannah Woodworth
UBS