Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Leader Directory

Showing 12 members
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Partner
Tarlow Breed Hart & Rodgers, PC

Call Me When...

  • Secretary
  • Officer
  • Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
    Gregory R Rush
    Senior Managing Director
    Dunn Rush & Co. LLC

    Call Me When... When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

  • Events Committee
  • Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
    Lynn Schade
    SVP and Regional Manager
    Middlesex Savings Bank

    Call Me When... You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

  • Past President
  • Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
    Trammel Martin
    UBS Financial Services

    Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

  • Treasurer
  • Officer
  • Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
    Rudy Scarito
    President
    RS Finance & Consulting, LLC

    Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.

  • Sponsorship Chair
  • Ken Segal of LGA, LLP is a member of XPX Greater Boston
    Ken Segal
    Partner, Managing Director of Business Advisory Services
    LGA, LLP

    Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.

  • Marketing Chair
  • David Poulin of RBC Wealth Management is a member of XPX Greater Boston
    David Poulin
    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

  • President
  • Officer
  • Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
    Matthew Slaney
    President
    FinArc Investments, Inc.

    Call Me When... An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

  • Membership Chair
  • Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
    Greg Romero
    Founder & Principal
    Romero Solutions Group

    Call Me When... Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.

  • Summit Chair
  • Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
    Jeff Rolke
    Partner
    GoldCoast Mortgage Services

    Call Me When... There is any question regarding real estate or financing.

  • Power of Five Chair
  • Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
    Justin Merola
    Managing Director, Wealth Manager
    Mohamed-Merola Wealth Management

    Call Me When... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

  • NXT Chair
  • Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
    Gabrielle B Jenkins
    Partner
    Waypoint Growth Advisors

    Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

  • Events Chair
  • Showing 12 members
    Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
    Greg Romero
    Founder & Principal
    Romero Solutions Group

    Call Me When... Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.

  • Summit Chair
  • Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
    Gregory R Rush
    Senior Managing Director
    Dunn Rush & Co. LLC

    Call Me When... When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

  • Events Committee
  • Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
    Gabrielle B Jenkins
    Partner
    Waypoint Growth Advisors

    Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

  • Events Chair
  • David Poulin of RBC Wealth Management is a member of XPX Greater Boston
    David Poulin
    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

  • President
  • Officer
  • Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
    Rudy Scarito
    President
    RS Finance & Consulting, LLC

    Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.

  • Sponsorship Chair
  • Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
    Lynn Schade
    SVP and Regional Manager
    Middlesex Savings Bank

    Call Me When... You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

  • Past President
  • Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
    Justin Merola
    Managing Director, Wealth Manager
    Mohamed-Merola Wealth Management

    Call Me When... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

  • NXT Chair
  • Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
    Trammel Martin
    UBS Financial Services

    Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

  • Treasurer
  • Officer
  • William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
    William R. Rodgers
    Partner
    Tarlow Breed Hart & Rodgers, PC

    Call Me When...

  • Secretary
  • Officer
  • Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
    Matthew Slaney
    President
    FinArc Investments, Inc.

    Call Me When... An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

  • Membership Chair
  • Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
    Jeff Rolke
    Partner
    GoldCoast Mortgage Services

    Call Me When... There is any question regarding real estate or financing.

  • Power of Five Chair
  • Ken Segal of LGA, LLP is a member of XPX Greater Boston
    Ken Segal
    Partner, Managing Director of Business Advisory Services
    LGA, LLP

    Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.

  • Marketing Chair
  • Chapter Committees

    Get involved and make deeper connections – join a committee!  The following committees are looking for additional members:

    Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Mark Diebus, Middlesex Savings Bank | Aaron Naisbitt, Dunn Rush & Co. LLC | Greg Romero, Romero Solutions Group

    Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.

    Marketing: Ken Segal, LGA (Chair)

    Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)

    Programming: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Greg Rush, Dunn Rush & Co. LLC | Rudy Scarito, RS Finance & Consulting, LLC | Matthew Slaney, FinArc Investments

    Power of 5:  Jeff Rolke (Chair)

    Sponsorship:  Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Gabrielle Jenkins, Waypoint Growth Advisors | David Poulin, RBC Wealth Management | Greg Rush, Dunn Rush & Co. LLC | Lynn Schade, Middlesex Savings Bank

    NXT: Justin Merola,  Mohamed-Merola Wealth Management (Chair) | Richard Breed, Tarlow, Breed, Hart & Rodgers, P.C. | Leland Mindnich, Mohamed-Merola Wealth Management | David Poulin, RBC Wealth Management

    Summit: Greg Romero, Romero Solutions Group (Chair)

    Annual Summit Host

    Gold Sponsors

    Silver Sponsors

    Bronze Sponsors