Leaders

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 14 members

Greg Romero

Founder & Principal

Romero Solutions Group

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

Director

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, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.

Marketing Chair

Jeffrey L Glashow

Senior Vice President

Middlesex Savings Bank

When you need bank financing for working capital, business expansion and commercial building acquisitions.

Membership Committee

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

Managing Director, Wealth Manager

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

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

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.

President

Summit Chair

Meet up Chair

Aaron Naisbitt

Managing Director

Dunn Rush & Co. LLC

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.

Membership Committee

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

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.

Past President

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

Senior Managing Director

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.

Director

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

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) | Greg Romero, Romero Solutions Group | 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: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Greg Rush, Dunn Rush & Co. LLC | Ashley Agnew, Centerpoint Advisors LLC | Justin Merola, Mohamed-Merola Wealth Management | 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) | 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)