New England 0920

New Members | 6 New Members in the New England Area

Frank Finlayson

Phone: (978) 376-4785
Email: fﬁnlayson@comcast.net
Profession: Financial Service
Home Group: Newburyport
Bio: Part-time and Interim CFO with a working knowledge of operations, accounting, banking, auditing, acquisitions and divestitures. Supported all management functions with a focus on ﬁnancial diligence.

Erin Fontana

Company: Warren ∓ Fontana, LLC
Phone: (617) 504-3679
Email: erin@warren-fontana.com
Profession: Attorney
Home Group: Mansﬁeld

Janet Guen

Company: New Hampshire Charitable Foundation
Title: Senior Philanthropy Advisor
Phone: (603) 263-8361
Email: jg@nhcf.org
Profession: Consultant Service
Home Group: Portsmouth

George McCracken

Company: PC Dynamix
Title: President
Phone: (978) 548-6007
Email: gmccracken@pcdynamix.com
Profession: Information Technology
Home Group: Wakeﬁeld
Bio: PC Dynamix provides businesses of all sizes with a 360 degree approach to IT & Tech Services. With a focus on cybersecurity combined with our “People-Friendly” delivery, rest assured that we’re taking care of your IT so you can focus on your business.

Dan McDonnell

Company: SFP Wealth
Title: Client Relationship Manager – Retirement Plans
Phone: (781) 239-2010
Email: dmcdonnell@sfpwealth.com
Profession: Investment Advisor
Home Group: Needham

Juan Murray

Company: Juan Real Estate Group at RE/MAX Destiny
Phone: (617) 576-3800
Email: juan@juanrealestate.com
Profession: Real Estate
Home Group: Milton

Member News

Frank Licata of LicataRisk Named Top Risk Advisor in Lawyers Weekly’s 2020 Survey

Frank is happy to announce that the attorney community in the Northeast has recognized Licata Risk Advisors as #1 in the Risk Management category again this year. We thank the GCs who are among the 19,500+ readers of the publication, some of whom are clients, and many of whom are friends of the firm. LicataRisk consultants work hand in hand with attorneys, both those employed by our client firms, and those acting as outside counsel. Congratulations Frank! Learn more, click here.

Steve Seckler was a Guest on Steve Fretzin’s Podcast, Be that Lawyer

Steve Seckler appeared as a guest on Be That Lawyer (a podcast hosted by Steve Fretzin-Chicago Region). They discussed why relationship building is so important for career success in the law. They talked about the challenges that lawyers face in growing a law practice and why it is hard for lawyers to take their careers in a new direction. Steve Fretzin also appeared on Steve Seckler’s podcast, Counsel to Counsel, in July. On C2C, Steve Fretzin shared some great advice about how we can all get more from our troikas. Learn more, click here.

Terri Pastori Named “Lawyer of the Year” by Best

Attorney Terri Pastori has been named Best Lawyers’ Concord Employment Law – Individuals “Lawyer of the Year” for 2021. This is the 2nd year in a row for Terri as a “Lawyer of the Year,” – in 2020 she was elected as Employment Law – Management “Lawyer of the Year.”

Loren Larsen Featured in Boston Globe

When the COVID-19 shutdown leads to divorce, how to sell your property amicably. Learn more, click here.

Michael Chinitz Selected as 2020 “Super Lawyer” for his 15th Year

Michael Chinitz, employment and “Executive Mobility” Attorney, was recently selected as a “Super Lawyer” for the 15th time. Congratulations Michael!

Demetra Pontisakos Named as One of Massachusetts Lawyers Weekly “Top Women of Law” for 2020

Attorney Demetra Pontisakos, was named a “Top Women of Law” by Massachusetts Lawyers Weekly for 2020. “The Top Women of Law event celebrates the achievements of exceptional women lawyers who are pioneers, educators, trailblazers and role models.” Demetra is a family law attorney and mediator in Topsfield, MA and practices in both Massachusetts and New Hampshire.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 5 Years

Pat Bennett

Company: Longevity Planning
Title: CLTC, LUTCF, President
Phone: (603) 427-0101
Email: pat@longevityplanning.com
Profession: Insurance
Home Group: Portsmouth
Bio: I work with families, businesses and their advisors to protect against the adverse consequences of living too long, dying too soon or becoming disabled. As an independent broker, I can compare a variety of financial services products including life, long term care, and more.

Beth Chea

Company: Atlantic Capital Bank
Title: Business Development Officer
Phone: (603) 969-8144
Email: beth.chea@atlcapbank.com
Profession: Banking & Finance
Home Group: Portsmouth
Bio: SBA and USDA lender with Atlantic Capital Bank with a focus on business acquisition and franchise financing.

David Gabor

Company: The Wagner Law Group
Title: Partner
Phone: (617) 357-5200
Email: dgabor@wagnerlawgroup.com
Profession: Attorney
Home Group: Boston 3
Bio: Reach out to David to remain compliant with employment and wage and hour laws. He can draft policies, educate teams, provide interactive training, ensure compliance with equal pay and wage & hour laws and when needed, resolve disputes.

Barry Horwitz

Company: Horwitz & Company LLC
Title: President
Phone: (617) 928-0572
Email: bhorwitz@horwitzandco.com
Profession: Consultant & Service
Home Group: Boston 4
Bio: I help organizations develop strategy and business plans for sustainable growth. I work with early stage and venture capital-backed companies and with nonprofit organizations to develop plans they can effectively execute.

Katelin Kalal

Company: Bank of America Private Bank
Title: Vice President, Private Client Advisor
Phone: (617) 434-5063
Email: katelin.kalal@bofa.com
Profession: Investment Advisor
Home Group: Boston 3
Bio: Personal CFO to the wealthy. My team helps high-net worth individuals & families preserve, deploy, and grow their wealth more effectively.

Jason Kroll

Company: BANKW Staffing, LLC
Title: Managing Partner
Phone: (603) 792-2345
Email: jkroll@kbwfinancial.com
Profession: Human Resources
Home Group: Portsmouth
Bio: Jason is Managing Partner of BANKW Staffing LLC and its portfolio companies Alexander Technology Group, KBW Financial Staffing & Recruiting, The Nagler Group and Sales Search Partners. They offer recruiting services for Accounting and Finance, IT, Admin and more.

Kathleen Mallows

Company: Hub International New England, LLC
Title: Vice President – Personal Risk Specialist
Phone: (844) 245-8527
Email: kathleen.mallows@hubinternational.com
Profession: Insurance
Home Group: Merrimack Valley
Bio: Tailoring diverse P&C programs for high-net worth individuals, families, single & multi family offices. With a special focus in the area of Media, Entertainment and Sports. These folks have unique needs so need holistic options.

James Moore

Company: Merrill Lynch
Title: Assistant Vice President, Senior Portfolio Advisor
Phone: (617) 946-4060
Email: james.w.moore@ml.com
Profession: Investment Advisor
Home Group: Boston 3

Vince Pisegna

Company: Krokidas & Bluestein LLP
Title: Partner
Phone: (617) 482-7211
Email: vpisegna@kb-law.com
Profession: Attorney
Home Group: Boston 3
Bio: Over 35 years experience handling real estate and commercial disputes using advanced litigation and problem solving techniques. Senior trial attorney and head of firm’s litigation practice.

Gil Schipani

Company: Tempus Fugit Law LLC
Title: Partner
Phone: (617) 752-2371
Email: gil@tflawllc.com
Profession: Attorney
Home Group: Boston 3
Bio: Gil Schipani is the founder and managing partner of Tempus Fugit Law, his office is located in downtown Boston. Gil and his team focus on real estate conveyancing and issuing title insurance to home & condo purchaser’s.

Michael Singer

Company: Michael R Singer
Phone: (603) 431-2103
Email: michael@michaelsingerinsurance.com
Profession: Insurance
Home Group: Portsmouth
Bio: Independent Insurance Broker with over 25 years of trusted experience providing insurance to individuals, families, self-employed, and small businesses with a particular focus in Medicare Supplement, Life, Disability, Health, and Long Term Care Insurance.

Lettie Trespasz

Company: Monument Mortgage Co. Inc.
Title: Loan Officer NMLS# 881511
Phone: (781) 861-7767 x115
Email: lettiet@monumentmortgage.com
Profession: Real Estate
Home Group: Woburn
Bio: Residential Loan Officer who specializes in refinancing or purchase financing for primary, 2nd or Inv.. Cash-out or Rate and Term refinancing of residential mortgages in MA, NH&ME.

Jonathan White

Company: Blue Door Mortgage
Title: President
Phone: (617) 527-2583
Email: jwhite@bluedoormortgage.com
Profession: Banking & Finance
Home Group: Boston 3
Bio: I am the President and one of the producing Mortgage Brokers for Blue Door Mortgage located in Newton, Massachusetts. With over 21 years in the Mortgage Brokerage business, I have helped thousands of homeowners and generations of their families with the purchasing and refinancing of their properties.

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