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 10 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
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 Chair
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 and 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) | 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)

Chapter Events

Thu, Sep 24th, 2015 7:15am (EDT)
Wed, Sep 30th, 2015 9:30am (EDT)

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