The
Accelerator
New Members | 15 New Members in the New England Area
Heather Bearfield
Company: Blum Shapiro
Phone: (508) 713-6903
Email: hbearfield@blumshapiro.com
Profession: Consultant Service
Home Group: Framingham
Alex Chiulli
Company: Barton Gilman
Phone: (401) 273-7171
Email: achiulli@bglaw.com
Profession: Attorney
Home Group: Providence
Mark Foster
Company: SageView Advisory Group
Title: Retirement Plan Consultant
Phone: (617) 982-7250
Email: mfoster@sageviewadvisory.com
Profession: Investment Advisor
Home Group: Boston 1
Shaun Foster
Company: Pampanin Foster LLC
Title: Partner
Phone: (617) 498-0900
Email: sfoster@pampaninlaw.com
Profession: Attorney
Home Group: Danvers
Michael Hertz
Company: The Bulfinch Group
Phone: (781) 292-3246
Email: mhertz@bulfinchgroup.com
Home Group: Boston 4
Donna Martin
Company: LGA
Title: Manager, Tax Department
Phone: (781) 569-4763
Email: dmartin@lgallp.com
Profession: Accountant
Home Group: Merrimack Valley
Kevin McMillan
Company: Cunningham & Associates
Title: Manager – Specialty Tax
Phone: (781) 258-3813
Email: kmcmillan@jec-llc.com
Profession: Attorney
Home Group: Merrimack Valley
Justin Merola
Company: Merrill Lynch
Title: First Vice President
Phone: (781) 283-5680
Email: justin.merola@ml.com
Profession: Financial Service
Home Group: Seaport
Bio: As First Vice President and Senior Advisor at Merrill Lynch in Wellesley, my team and I provide comprehensive goals-based wealth management and integration – including and beyond investment advice and guidance – for successful families.
Peer Nielsen
Company: Business Improvement Group LLC
Phone: (617) 378-1335
Email: peer.nielsen@bizimprovementgroup.com
Profession: Consultant Service
Home Group: Boston 1
Bio: Operational efficiency, supply chain, turn-around.
James Nunn
Company: Juuced LLC
Title: Managing Director
Phone: (617) 249-4082
Email: james@juuced.com
Profession: Marketing
Home Group: Waltham
Bio: Innovative marketing expert with experience implementing marketing strategies for global billion- dollar brands and local independent businesses.
Nicole Pope
Company: Transformance Partners
Title: Founder & CEO
Phone: (774) 272-1896
Email: nicole@transformancepartners.com
Profession: Consultant Service
Home Group: Framingham
Bio: Nicole is a passionate Process Improvement executive that enables sustainable organizational growth and success of her clients. Areas of Expertise: Lean Six Sigma | Continuous Improvement | Project Management | Data & Metrics Analysis | Coaching/Training.
Paul Robertson
Company: DeMoura|Smith LLP
Title: Esq.
Phone: (857) 334-6408
Email: probertson@demourasmith.com
Profession: Attorney
Home Group: Boston 1
Bio: I am an experienced commercial litigator. I am a former partner at one of the nation’s largest commercial law firms. I took a break from my practice and, with my wife and two children, circumnavigated in a small sailboat between 2007 and 2016.
Ken Segal
Company: LGA
Title: Partner, Business Advisory
Phone: (781) 569-4782
Email: ksegal@lgallp.com
Profession: Consultant Service
Home Group: Boston 1
Bio: Ken joined LGA in 2020 as a Partner to lead the firm’s business advisory services group. Ken has over 25 years of experience assisting businesses and their owners maximize enterprise value, while minimizing risk.
Eric Solem
Company: Lee & Associates | Boston
Title: Managing Principal | President
Phone: (617) 906-5567
Email: esolem@lee-associates.com
Profession: Real Estate
Home Group: Cambridge
Bio: Eric Solem is a Managing Principal and President of the Boston office of Lee & Associates. Eric is an experienced tenant representation and corporate real estate advisory services professional with over two decades of experience as a trusted advisor.
Marjorie Wallens
Company: New Boston Communications
Title: Principal- New Boston Communications
Phone: (617) 820-1883
Email: marjorie@newbostoncomms.com
Profession: Marketing
Home Group: Boston Back Bay
Bio: Marjorie is a marketing communications and brand strategist and brings more than 25+ years of helping build awareness for company products and services that lead to increased sales and new opportunities.
Member News
Phyllis Jones Appointed Interim Member of North Andover Commission
Phyllis Jones – Interim Appointed Member on behalf of the North Andover Commission for Inclusion, Equity and Diversity on Ability Assistance which she currently Chair’s.
Loren Larsen Named Top Producer by Boston Magazine
Loren Larsen, GL of Boston’s Seaport Group, was named to Boston Magazine’s Top Producer list. Her business partner, Lara Shuqom, was named to the WSJ’s Real Trends list of top national producers. Loren and Lara are both VPs at Compass and Founders and Principals of their team, Company. Representing buyers, sellers, renters, developers, and investors throughout Boston and Greater Boston, Loren and Lara would love to connect with anyone curious about the MA real estate market.
Trent Warner Featured in Mass. Assoc. of Realtors
Trent Warner @NYB Creative was interviewed by the Massachusetts Association of Realtors about Customer Relationship Management (CRM) software, and how this technology allows agents to better serve their clients. We discussed emerging trends, what Softwares fit user needs, and the future of this product offering has in store. Learn more click here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Alan Huberman
Company: blumshapiro
Title: Partner
Phone: (617) 658-5220
Email: ahuberman@blumshapiro.com
Profession: Accountant
Home Group: Needham
Bio: Alan is a tax partner and a member of blumshapiro’s Private Client and Family Office Services group. He works with clients to help them achieve their success and satisfaction by minimizing their taxes and helping them comply with very complex tax laws.
Joy Riddell
Company: Riddell Law, PLLC
Title: Attorney
Phone: (603) 610-1580
Email: jriddell@riddelllawnh.com
Profession: Attorney
Home Group: Portsmouth
Bio: Specialize in estate planning, probate, trust administration, Medicaid planning, guardianships and special needs trusts.
Upcoming Events
PV Webinar – How to Raise Your Firm’s Profile and Develop Business
Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)
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