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    PROFESSIONAL ADVISORS

    //Professional Advisors Council
    Professional Advisors Council 2017-05-24T16:21:13+00:00

    OVERVIEW

    The Cambridge Community Foundation’s Professional Advisors Council is a group of investment, tax, and estate planning professionals who offer their expertise to the Cambridge Community Foundation’s work with the greater Cambridge community.  We express profound gratitude to our Professional Advisors Council for their ongoing counsel and leadership.

    PROFESSIONAL ADVISORS COUNCIL

    Lauren S. Cosulich
    Co-Chair, Professional Advisors Council
    Partner
    Summit Trail Advisors

    Beth S. Milkovits, CFP©, AEP®
    Co-Chair, Professional Advisors Council
    Chief Wealth Strategist
    Atwater Wealth Management

    Yasmin Causer, CPA/PFS, CFP©, AEP®, MST
    Principal, Private Client Services Group
    KLR

    Kelwin Conroy
    Director
    Pathstone Federal Street

    Judith Cranna, CFA
    Vice President
    Eaton Vance Investment Counsel

    Carrie A. Endries, Ph.D.
    Senior Portfolio Manager and Director of Impact Investments
    Reynders, McVeigh Capital Management, LLC

    Wendy Weiss, Ph.D., MBA
    Financial Planner
    Weiss Financial Advisors, LLC

    Kristin N.G. Dzialo, Esq.
    Attorney
    Eckert Byrne LLC

    Arlene M. Holtzman
    Holtzman & Menuck, LLC
    Wealth Advisors for Women

    Barbara Targum
    Managing Partner
    Dwight Rudd Insurance