Shep Becker
New England Regional Director
(978) 604-3064
shep@provisors.com
Welcome to ProVisors – New England
Our New England region includes 24 Home Groups and 10 Affinity Groups throughout the New England area. Our groups are all curated to maximize cross-referral opportunities. Home Group meetings, Troikas (three-person meetups), and social events help you form deeper connections with members, which allows you to provide clients with trusted recommendations.
As an invitation-only community, our members are vetted to ensure that the New England region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.
New England Group Leaders
Lee Adelson
Financial Representative
The Bulfinch Group
Milton
Todd Bennett
Partner
Bennett & Belfort, PC
Boston 2
Jon Bicknell
CERTIFIED FINANCIAL PLANNER TM
Cetera Advisors
Burlington
Rick Briggs
Managing Director
Consilium Partners LLC
Boston 1
Robert Donahoe
IP & Technology Attorney
Rhodes Donahoe, LLC
Cambridge
Jonathan Farrell
Managing Director
Andersen
Manchester
David Gabor
Partner
The Wagner Law Group
Boston 3
Michael Garand
CFP, Senior Vice President, Private Client Advisor
The Private Bank at Bank of America
Framingham
Andrew Godfried
Producer
Risk Strategies
Wakefield
Alfred Gray
Partner
Rubin and Rudman, LLP
Danvers
Kevin Hallinan
Principal
WINNING, Incorporated
Mansfield
Albert Inglesi
Vice President
Eastern Bank
Dedham
Loren Larsen
Realtor
Compass
Seaport
Anthony Laurentano
Partner
Nelson Mullins Riley & Scarborough LLP
Boston 4
Kathleen Mallows
Vice President - Personal Risk Specialist
Hub International New England, LLC
Merrimack Valley
Richard Mandel
My Title? It's Dr. Evil! I didn't spend 6 years in Evil Medical School to be Mr.
Baker Law Offices, P.C.
Waltham
Beth Masterman
President
Masterman Executive Coaching, Inc.
Woburn
Karen McCloskey
Wealth Manager, CFO, Principal
CMH Wealth Management, LLC
Portsmouth
Gabrielle Piasio
Vice President, Commercial Lending Officer
The Provident Bank
Boston Charter
Brad Pinta
Attorney
Pinta Law Group, LLC
Hingham
Frank Rudewicz
Partner and Counsel
BlumShapiro
Boston Back Bay
Martha Slaight
Partner
Commonwealth Financial Group
Providence
Jean Trim
Managing Director and Portfolio Manager
Vigilant Capital Management, LLC
Newburyport
Michael Walsh
Founding Partner
Workers Compensation (WC) & Social Security (SS) Law Group, LLP
Needham
New England Affinity Group Leaders
Peter Armanetti
Principal
Navera Group, LLC
Boston Mergers and Acquisitions Affinity Group
Sheri Bouchie
Financial Advisor
Morgan Stanley Wealth Management
Family Transitions Affinity Group
Ernest Brown
Principal
Business Funding Northeast
Transitioning Business Advisors Affinity Group
Greg Collins
Chief Catalyst
Catalyze LLC
Boston Management Consultant & Coaches Affinity Group
Carla Moynihan
Commercial Real Estate Partner
Sherin & Lodgen
Downtown Boston Real Estate Affinity Group
Michael Mulcahy
Principal
Mulcahy Capital
Boston Real Estate Affinity Group
Christopher Murphy
Attorney
Scalli Murphy Law, P.C.
Boston Lawyers Affinity Group
Judy Rakowsky
Sr. VP Crisis and Strategic Communications
Liberty Square Group
Boston Women's Affinity Group
Kerry Reilly
Owner/Attorney
K. Reilly Law LLC
Boston Estate and Succession Planning Affinity Group
Susan Winshall
Managing Director
Zions Bank
Boston Non Profit Affinity Group
Interested in joining ProVisors?
To learn more about joining ProVisors in New England please contact Regional Director Shep Becker using the form below.
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