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
you are contemplating a significant company transaction, whether it is to grow the company through capital raising or acquisition or to sell the company
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
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)
Annual Summit Host
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.
Gold Sponsors
It seems we can't find what you're looking for.
Silver Sponsors
A business is planning a significant transition.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
When a company needs an Client Accounting Services Firm
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.
Bronze Sponsors
The tax structure of a transaction requires evaluation and understanding
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
You or a client needs experienced deal counsel for middle market transactions.