August 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 8 New Members in the New England Area

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

Michael Chase

Michael Chase

NorthMarq
Managing Director, SVP
(617) 728-9534
mchase@northmarq.com
Real Estate
Home Group: Boston 1

Bio: Commercial real estate debt, mortgages, financing, equity & capital for multifamily, industrial, office, retail, hospitality.

Dave Ellis

Dave Ellis

Ellis Realty Advisors
Managing Partner
(781) 919-0800
dave@ellisrealtyadvisors.com
Real Estate
Home Group: Hingham

Alexander Hunt

Alexander Hunt

Alexander Hunt
Settlement Consultant
(781) 789-0932
ahunt@ringlerassociates.com
Consultant Service
Home Group: Boston 3

Bio: Settlement Consultant specializing in: Settlement Planning, Structured Settlements, Tax Advantaged Attorney Fee Deferrals, Special Needs Trusts, Lien Resolution, Medicare Set Asides, Personal Injury Settlements, Contingent Fee Tax Deferral Solutions.

Mark Newall

Mark Newall

Flat Rock Careers
Principal Career Consultant
(617) 510-8182
newall.mark@gmail.com
Consultant Service
Home Group: Danvers

Bio: I am an accomplished and certified career coach who has been partnering with executives and lawyers as they seek to improve their careers.

Stephanie Petty

Stephanie Petty

Brooks & DeRensis
Partner
(857) 702-9405
spetty@bdboston.com
Attorney
Home Group: Boston 2

Bio: Residential Real Estate representing buyers, lenders, sellers and developers. Also specializes in Wills, Trusts and Probate Administration.

Michelle Shepard

Michelle Shepard

Ramineni & Shepard, LLC
Partner
(617) 500-9983
mshepard@raminenilaw.com
Attorney
Home Group: Woburn

Richard Stamm

Richard Stamm

Stamm Advisory Group, LLC.
Owner/Principal
(617) 448-3553
rstamm@stammadvisory.com
Consultant Service
Home Group: Mansfield

Bio: Leveraging his 25 years as a corporate General Counsel, Rich provides “on call” GC services to firms without the resources to hire a full time in-house lawyer. In addition, Rich works with companies on initiatives to improve Board performance and culture.

Nora Yousif

Nora Yousif

RBC Wealth Management
(508) 230-8960
nora.yousif@rbc.com
Investment Advisor
Home Group: Milton

Bio: Nora is a 3rd generation Financial Advisor at her women-focused wealth management firm, aiming to empow(Her) women helping with investments & financial planning. She helps with divorce, retirement planning, Social Security optimization, widowhood, etc.

Member News

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

Todd Carey
Jul 07, 2021

Certified QDRO Specialist, CQSâ„¢

Certified Divorce Financial Analyst, Diane C Pappas, has been designated as a Certified QDRO Specialist after passing the required exams this past June.

Member Milestones

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

Celebrating 10 Years

Lita Verrier

Ropers Majeski PC
Partner
(617) 850-9081
lita.verrier@ropers.com
Attorney
Home Group: Boston 1

Bio: Experienced Boston based partner of a national law firm specializing in complex business disputes and intellectual property, both litigation and business advice. This includes high tech issues, trade secrets, employment and non-competes.

Celebrating 5 Years

Don Buehler

ROI Corporation
Business Broker
(781) 682-6209
dbuehler@roibusinessbrokers.com
Financial Service
Home Group: Woburn

Bio:  I’M a M&A advisor. I help business owners value and sell their companies.  I specialize in service, manufacturing and distribution industries. If you know someone who is interested in selling their company for the highest amount, call me…

Loree Dubois

KLR
Shareholder
(401) 274-2001
ldubois@kahnlitwin.com
Accountant
Home Group: Providence

Bio: Tax advisor serving closely held businesses and related business owners. Chair of KLR’s Corporate Tax Group and Co-chair of the Healthcare Services Group. Over 20 years of experience providing tax advisory services. Works closely with physician group…

Christopher Mason

Bodkin & Mason
Partner
(508) 459-6253
cmason@bodkinmason.com
Attorney
Home Group: Framingham

Bio: My law practice is dedicated to helping accident victims throughout Massachusetts and New England. I am an aggressive advocate for the injured. Call me when someone you know is injured in an accident.

Charlie Palmisano

Liberty Law & Title, LLC
Partner
(978) 462-8488
charlie@libertylawma.com
Attorney
Home Group: Newburyport

Bio: Counsel and Representation: *Commercial Mortgages * Residential Mortgages *Purchase and Sales for Buyers and Sellers. *Commercial Buyer/Seller Representation *Condominium Conversions *Conveyancing and Closings

Ian Pinta

Todd & Weld LLP
Partner
(617) 624-4755
ipinta@toddweld.com
Attorney
Home Group: Boston Back Bay

Bio: litigation, partnership dispute, shareholder dispute, freeze out, freeze-out, lawsuit, court, trial, deposition, subpoena, business dispute…

David Volkin

Law Offices of David J Volkin
Owner
(508) 618-7127
djvolkin@volkinlaw.com
Attorney
Home Group: Mansfield

Bio: Litigating on behalf of businesses from Main St. to Wall St., the Law Offices of David J Volkin, a service disabled veteran owned business with offices in Boston & Mansfield, MA serves clients residing in or doing business in Massachusetts.

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 PV Zoom

Date: Tuesday, August 10, 2021
Time: 11:30am – 1:30pm