Professional Advisor Network (PAN)

The Foundation’s PAN provides an opportunity for professional advisors to connect with one another and the Foundation in learning ways to incorporate philanthropy in their work. Members include professionals from a variety of disciplines; attorneys, accountants, financial planners and insurance professionals. The group provides opportunities for members to exchange charitable giving ideas, learn trends in philanthropy and establish and grow relationships with other advisors.

PAN Annual Event Coming Up!

Each year we collaborate with regional philanthropic institutions and councils on estate and business planning to host an informational networking event for our PAN members. Join us for "The U.S. Trust Study of the Philanthropy Conversation: Understanding Advisor Approaches and Client Expectation."

Date & Time: Thursday, April 25 at 5pm

Location: Wachusett Country Club, 187 Prospect Street, West Boylston, MA

Speaker: U.S. Trust & Claire M. Costello, Managing Director, National Practice Executive, Strategic Philanthropy

Managing Director, National Practice Executive
Strategic Philanth

Our Professional Advisor Network

Jay Z. Aframe, Phillips, Silver, Talman, Aframe and Sinrich, PC
Sarah G. Berry, The Berry Group of Wells Fargo Advisors
Janet L. Bousquet, Worcester County Fiduciary Advisors Inc.
Michael D. Brockelman, Bowditch & Dewey
David Brunelle, North Point Investment Partners
Joel A. Buthray, O'Hara-Buthray Associates, Inc.
Linda T. Cammuso, Estate Preservation Law Offices
Peter V. Caruso, The CHK Group of Wells Fargo Advisors
Joy C. Child, AAFCPAs
Tracy A. Craig, Mirick O'Connell
David M. Dimenstein, Feingold Companies
George L. Dresser, Dresser & McGourthy, LLP
Dennis F. Gorman, Fletcher Tilton
J. Michael Grenon, Grimes & Company
Patricia L. Jones, P.L. Jones & Associates, P.C., CPAs
Barbara A. Kendall, Bowditch & Dewey
Michael D. Machnowski, The Berry Group of Wells Fargo Advisors
Donald O. Maloney Jr., O'Connor, Maloney & Company, P.C.
Charles Manoog, Moynihan Advisors LLC
Michael J. Martin, Wealth Management Group of Raymond James
Ann K. Molloy, Mountain, Dearborn & Whiting LLP
Neil F. Petersen Jr., Beaton & Peterson PLLC
Marvin S. Silver, Christopher, Hays, Wojcik & Mavricos, LLP
Joseph N. Stolberg, Stolberg, Ebbeling & Blanchette, LLP
Daniel Tinsley, Tinsley Financial Group, LLC
Wayne M. Ushman, Assabet Advisors, LLC
Anne E. Wales, Bank of America / U.S. Trust

Learn more about the Professional Advisor Network

Contact Kelly Stimson
Vice President of Donor Services
Send email

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