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 17 Members

Vice President

Officer

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.

Membership Chair

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.)

Governance

Officer

Advisory Board

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.

Summit Co-Chair

Jeff Rolke

Partner

GoldCoast Mortgage Services

Call me when... There is any question regarding real estate or financing.

Assistant Secretary

Michael Radin

Partner

Tarlow, Breed, Hart & Rodgers P.C.

Call me when... You or your clients have a significant transaction or a transaction that could have significant impact on a business, its owners or employees, or customer or suppliers of any of them.

Treasurer

Officer

Aaron Naisbitt

Managing Director

Dunn Rush & Co. LLC

Call me when... Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.

Events Chair

Gabrielle Jenkins

Co-Founder

Waypoint Growth Advisors

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

Summit Co-Chair

Joshua French

Partner

Nutter McClennen & Fish

Call me when... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way

Emerging Professional Chair

Leland Mindnich

Vice President- Private Wealth Advisor

J.P. Morgan Private Wealth

Call me when... You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Sponsorship Committee

Brad Kayton

Regional Director, US Northeast

CFO Center

Call me when... a fractional CFO is needed

Secretary

Officer

Governance Committee

Advisory Board

William Rodgers

Partner

Tarlow Breed Hart & Rodgers, PC

Assistant Treasurer

Mark Diebus

Senior Vice President

Middlesex Savings Bank

Call me when... A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.

Power of 3 Chair

Kristin McKenna

President

Darrow Wealth Management

Call me when... Someone needs help managing/planning for sudden wealth from the sale of their business.

Marketing Chair

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.

President

Officer

Trammel Martin

Managing Director

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.

Governance Committee

Advisory Board

Gregory 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.

Governance Committee

Rudy Scarito

President

RS Finance & Consulting, LLC

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.

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 | Greg Romero, Romero Solutions Group | Megan Kearney, Exit Factor Lexington (Boston Metro West) | William Wilcoxson, Osage Advisors

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

Marketing: Ken Segal, LGA (Chair) |Jake Stavros, LGA, LLP | Erin O’Leary, BayState Business Brokers

Treasurer: Aaron Naisbitt, Dunn Rush & Co. LLC | Mark Diebus, Middlesex Savings Bank

Programming: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Kim Kramer, McLane Middleton Professional Association | Aaron Naisbitt, Dunn Rush & Co. | Matthew Slaney, FinArc Investments, Inc. | Rudy Scarito, RS Finance & Consulting, LLC | James Turner, 5th Line

Power of 3: Kristin McKenna, Darrow Wealth Management (Chair)

Sponsorship: Armen Krmzian, Bank of America (Chair) | John Bobbin, Cambridge Savings Bank | Robert Schildkraut, Falcon Management LLC

Emerging Professionals: Leland Mindnich, J.P. Morgan Private Wealth (Chair) | Paul Schmid, ArentFox Schiff LLP

Summit: Jeff Rolke, GoldCoast Mortgage Services (Co-Chair) | Josh French, Nutter McClennen & Fish (Co-Chair)