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
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley R. Agnew
Director of Relationship Development
Centerpoint Advisors
I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.
  • Marketing Chair
  • Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
    Gabrielle B Jenkins
    Partner
    Waypoint Growth Advisors
    Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
  • Programming Chair
  • Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
    Justin Merola
    Vice President
    Mohamed-Merola Wealth Management
    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
    We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
  • Treasurer
  • 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
    You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
  • Vice President
  • Summit Chair
  • Meet up Chair
  • Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
    Matthew A Slaney
    President
    FinArc Investments, Inc.
    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
  • Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
    Lynn Schade
    SVP and Regional Manager
    Middlesex Savings Bank
    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.
  • President
  • Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
    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.
  • Sponsorship Chair
  • Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
    Gregory R Rush
    Partner
    Dunn Rush & Co. LLC
    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.
  • Programming Committee
  • Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
    Jeff Rolke
    Partner
    GoldCoast Mortgage Services
    There is any question regarding real estate or financing.
  • Power of Five Chair
  • William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
    William R. Rodgers
    Partner
    Tarlow Breed Hart & Rodgers, PC
  • Legal Affairs
  • Secretary
  • Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
    Shannon S. Zollo
    Partner
    Nutter McClennen & Fish LLP
    You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
  • XPX Global
  • 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) | Ryan Carlson, Grant Thornton, LLP | Jeff Glashow, Middlesex Savings Bank | Aaron Naisbitt, Dunn Rush & Co. LLC

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

    Marketing: Ashley Agnew, Centerpoint Advisors LLC (Chair)

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

    Programming: Greg Rush, Dunn Rush & Co. LLC (Chair) Ashley Agnew, Centerpoint Advisors LLC | David Czarnecki, Morse, Barnes-Brown & Pendleton | Gabrielle Jenkins, Waypoint Growth Advisors | Justin Merola, Mohamed-Merola Wealth Management | Rudy Scarito, RS Finance & Consulting, LLC | Lynn Schade, Middlesex Savings Bank

    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) | Ashley Agnew, Centerpoint Advisors LLC | Richard Breed, Tarlow, Breed, Hart & Rodgers, P.C. | Leland Mindnich, Mohamed-Merola Wealth Management | David Poulin, RBC Wealth Management

    Summit & Meet-Ups: David Poulin, RBC Wealth Management (Chair)

    Annual Summit Host

    Gold Sponsors

    Silver Sponsors

    Bronze Sponsors