BOARD OF DIRECTORS
“XPX NE has developed an open and inviting community of advisors and business owners. I find the business owner-centric programming to be some of the most unique, interesting and actionable content out there, and our clients and prospects find the topics to be directly relevant to the issues they face. The programs are a valuable tool when learning how best to manage the early coordination and collaboration between a business owner’s trusted advisors – a critical step to achieving the best possible outcome in any type of transaction.”
Get involved and make deeper connections – join a committee! The following committees are looking for additional members:
Sponsorship: Laura Kevghas, Seed to Harvest, LLC (Chair)| David Poulin, RBC Wealth Management
Membership: Matthew Slaney, FinArc Investments, Inc. (Chair)| Harry Mink, Touchstone Advisors | Aaron Naisbitt, Dunn Rush & Co. LLC | Joe Rahal, Rahal Consulting
Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.
Marketing: Ashley Agnew, Centerpoint Advisors LLC – (Chair)| Rudi Scheiber-Kurtz, Next Stage Solutions | Craig James, Vistage | Kerri Salls, This Way Out Group, LLC
Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)
Programming: Keith Boudreau, The Newport Board Group (Chair) | David Czarnecki, Morse, Barnes-Brown & Pendleton | Chris DiCenso,Growth Strategy Partners | Trammel Martin, UBS Private Wealth Management | Rudy Scarito, RS Finance & Consulting, LLC
Power of 3: Tom LeBlanc (Chair)
Next Chapter Events
We could not have quality programming without our sponsors!