The Philanthropy Advisor Council works closely with the Community Foundation of North Central Massachusetts to learn more about the community and to better address their clients’ philanthropic goals. The Professional Advisor Council is composed of financial advisors, investment managers, from top advisory companies throughout Massachusetts. It’s part of The Community Foundation’s mission to stimulate philanthropy, and the professional advisors in our area are the linchpin of that mission.

Robert Alario
Robert C. Alario CPA PC, Leominster

Kerry Castonguay
Chestnut Hill Wealth Management Group, Boston

Janet Chambers, CPA/Partner
Reagan & Company, Leominster

Attorney Ms. Shani Collymore
Madge & Johnson, Estate Attorneys, Westford

Attorney Nina Dow
Mountain, Dearborn & Whiting LLP, Worcester

Stephen Erickson
Elm Wealth Management, Worcester

Christine Fletcher
Burns & Levinson LLP, Boston

Attorney Justin Gelinas
Gelinas and Ward, LLC, Leominster

Timothy E. Gray
UBS Financial Services, Inc., Worcester

Ms. Catherine D. Ryan
Cedar Rock Investment Advisors, Leominster

Robert Zaccardi
J. P. Morgan, Boston