April 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members16 New Members in the New England Area

Join us in welcoming our new members! Reach out via their email below to make a connection.

Maud Dentico

Maud Dentico

Avidia Bank
AVP Business Banking Officer
(561) 254-5221
m.dentico@avidiabank.com
Banking Finance
Home Group: Framingham

Bio: I will be the personal “quarterback” in ensuring that the unique needs for custom tailored business banking solutions are handled expertly by the right team of banking professionals.

Matt Gradzewicz

Matt Gradzewicz

Vertikal 6
(401) 825-4451
mgradzewicz@vertikal6.com
Information Technology
Home Group: Cambridge

Jonathan Karelitz

Jonathan Karelitz

Morgan Stanley
Senior Vice President, Corporate Retirement Director
(781) 672-5169
jonathan.karelitz@morganstanley.com
Investment Advisor
Home Group: Boston 3
Bio: Financial advisor to Company Retirement Plans, Stock Plans and Deffered Compensation Programs. We specialize in offering financial planning as a benefit to go along with these programs.

Myles Keough

Myles Keough

Spade Technology, Inc.
Owner
(781) 405-6923
mkeough@spadetechnology.com
Information Technology
Home Group: Needham

Johna Krushnowski

Johna Krushnowski

Vertikal6
Executive Partner
(401) 825-4412
johna@vertikal6.com
Information Technology
Home Group: Providence

Bio: Dedicated networker with over 20 years of experience in technology. Committed to building lasting relationships with business leaders. We offer strategic technology and security solutions to help organizations meet their business goals.

Christopher MacPhee

Christopher MacPhee

Tritower Real Estate Capital
VP/ Partner
(603) 505-5653
cmacphee16@gmail.com
Real Estate
Home Group: Boston 1

Bio: I work with accredited HNW Clients, Institutions, Foundations and Trusts who invest in direct commercial real estate properties for the high cash flow, diversification and capital appreciation benefits.

Karen Nadeau

Karen Nadeau

Nadeau Harkavy LLC
Owner & Personal Injury Attorney
(617) 674-7640
kn@nadeauharkavy.com
Attorney
Home Group: Burlington

Bio: Karen has over 25 years experience helping accident victims of personal injury recover the compensation they need and deserve.

Carmen Ortiz

Carmen Ortiz

Anderson & Kreiger LLP
Partner
(617) 615-2763
cortiz@andersonkreiger.com
Attorney
Home Group: Boston 3

Bio: Carmen is the former US Attorney, now a white collar criminal defense attorney and internal investigator on claims of fraud, sexual harassment, racial discrimination and hostile workplace.

Lou Pereira

Lou Pereira

Merrimack Business Appraisers, LLC
President
(978) 975-7600
lou@mbappraisers.com
Financial Service
Home Group: Portsmouth

Bio: Certified Business Appraiser that helps people solve their problems relating to the value of ownership interests in privately-held companies.

John Polumbo

John Polumbo

Winning Edge Selling, Inc.
President
(401) 451-0553
john@winningedgeselling.com
Consultant Service
Home Group: Mansfield

Bio: Giving business owners expertise, impact and results to top line revenue and the bottom line.

Andrew Roberts

Andrew Roberts

AMR Benefits Management, LLC
Managing Advisor
(781) 639-1411
aroberts@amrbenefits.com
Insurance
Home Group: Danvers

Bio: Advisor to small and medium sized employers (50 to 5000 employees) on how to reduce health insurance costs 20% to 40%.

Dean Rowe

Dean Rowe

Commonwealth Payroll & HR
V.P., Client Development
(978) 599-1506
dean.rowe@commpayhr.com
Human Resources
Home Group: Framingham

Bio: Experienced, professional who helps businesses with their greatest asset, their people…paying them, tracking their information, streamlining processes, eliminating paper, engaging employees.

Harrison Ryder

R. Harrison Ryder, III

Elevation Sales Group, powered by Sales Xceleration
Founder & President
(774) 232-2904
hryder@salesxceleration.com
Consultant Service
Home Group: Framingham

Bio: Outsourced VP of Sales helping SMBs optimize their sales strategy, process, and execution. Focused on hiring the sales force, transforming the sales culture, implementing new sales processes and procedures, and instilling best practices.

Carol Salloway

Carol Salloway

Performa Consulting Group
Executive Coach
(781) 710-7529
carolsalloway@performagroup.com
Consultant Service
Home Group: Waltham

Bio: Certified Executive Coach. I help leaders enhance their effectiveness and increase their influence and impact.

Gary Todd

Gary Todd

Todd & Weld
Founding Partner
(617) 721-6842
gtodd@toddweld.com
Attorney
Home Group: Boston 4

Bio: Gary Todd, a Founding Partner at Todd & Weld LLP, is recognized as a preeminent family law practitioner specializing in divorce & domestic relations and probate litigation. He has successfully negotiated, mediated and tried numerous family law cases.

Alex Weatherall

Alex Weatherall

Expense Reduction Analysts
Principal Consultant
(781) 235-2927
aweatherall@expensereduction.com
Consultant Service
Home Group: Needham

Bio: Success-based cost consultant saving money for middle-market businesses and not-for-profits.

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 5 Years

Neeraj Bhatia

Neeraj Bhatia

Bhatia & Co., Inc., Certified Public Acc
President/ CPA
(408) 845-9411
bhatia@bhatiaco.com
Accountant
Home Group: Pleasanton 1

Bio: An accomplished accounting professional with 30+ years expertise in international and domestic tax planning, compliance for start ups and Multinational entities. Full service accounting firm. Offices in Pleasanton, Santa Clara, India.

Scott Brody

Scott Brody

Morgan Stanley
Financial Advisor, Managing Partner of The Wellesley Hills Group
(781) 263-6851
scott.brody@morganstanley.com
Investment Advisor
Home Group: Mansfield

Bio: Works with closely held business owners and affluent families to provide holistic wealth management including financial planning, investment management, and cohesion with other professionals to ensure all financial areas are aligned.

David Burnham

David Burnham

Burnham Real Estate
President
(781) 665-8400
davidnburnham@gmail.com
Real Estate
Home Group: Merrimack Valley

Bio: Burnham RE is a third generation, full service, commercial real estate brokerage and property management company specializing in the suburban North of Boston market. We have experience in all areas of commercial real estate.

George Constant

George Constant

Constant Law Group PC
President
(888) 849-5993
gconstant@constantlegal.com
Attorney
Home Group: Woburn

Bio: Holistic Estate Planning for affluent families, individuals and foreign nationals.

Lisa Godwin

Lisa Godwin

Gibson Sothebys International Realty
Real Estate Agent
(617) 686-0405
lisa@yourbritishrealtor.com
Real Estate
Home Group: Cambridge

Bio: Lisa Godwin, an England native, is a business graduate from the University of Portsmouth with a concentration in marketing. She brings a refreshing dose of British humor, overwhelming enthusiasm and a keen eye for design and architecture.

Stephen Hoar

Stephen J. Hoar

Worthington, Hughes & Hoar, P.C
CPA/Stockholder
(781) 305-3534
shoar@wh2cpas.com
Accountant
Home Group: Merrimack Valley

Bio: I have a broad and diverse background in accounting, auditing, and taxes. I provide tax preparation and planning services to individuals and businesses.

James Juliano

James Juliano

Scafidi Juliano, LLP
Partner
(781) 210-4710
jjuliano@scafidijuliano.com
Attorney
Home Group: Woburn

Bio: Real estate attorney focusing on residential and commercial real estate conveyancing including financing, acquisition, disposition and sale. Also founding partner of the firm and manager of the Woburn office.

Rosanne Klovee

Rosanne Klovee

Law Office of Rosanne Klovee, LLC
Principal
(781) 438-5222
rklovee@kloveelaw.com
Attorney
Home Group: Woburn

Bio: Specializing in divorce and child custody disputes, Rosanne is a strong and dedicated family law attorney and trained mediator.

Joseph Polsinello

Joseph Polsinello

Inland Professional Corp
President / Owner
(781) 826-4520
joe@inlandprofcorp.com
Consultant & Service
Home Group: Hingham

Bio: Environmental Construction Business 21E Wetlands Bld Code Deal Maker Problem Solver Ensure Your Sale Transfer Finance Litigation Support to Attorneys Expert Witness Problem Solving Solutions End Costly Trial & Error.

Jennifer Rivett

Jennifer Rivett

Devine Millimet
(603) 695-8620
jrivett@devinemillimet.com
Attorney
Home Group: Manchester

Bio: I work closely with clients at all stages of life to understand and formalize their estate planning goals. I also work with families and fiduciaries to navigate the probate and trust administration processes in New Hampshire, Massachusetts and Maine.

Glenn Schley

Glenn Schley

Schmidt & Federico, P.C.
(617) 695-0021
glenn.schley@schmidt-federico.com
Attorney
Home Group: Boston 1

Bio: I represent clients in complex divorce matters, including high asset divorce, business valuation, child custody and support, and alimony.

Larry Stybel

Larry Stybel

Stybel Peabody
Co-Founder
(617) 594-7627
lstybel@stybelpeabody.com
Human Resources
Home Group: Boston 4

Bio: Board and CEO-Level Talent Management: Retained Search and Executive Outplacement.

Jean Trim

Jean Trim

Vigilant Capital Management, LLC
Managing Director and Portfolio Manager
(603) 294-5346
jtrim@vigilantcap.com
Investment Advisor
Home Group: Newburyport

Bio: Family office providing customized investment management and comprehensive wealth planning to a select group of families with at least $2 million under our management. Total AUM $1.5 billion.

Upcoming Events

Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New England Accelerator Workshop

Date: Tuesday, April 13, 2021
Time: 11:30am – 1:30pm

New England Accelerator Workshop

Date: Monday, May 10, 2021
Time: 8:00am – 10:00am