PROFESSIONAL ADVISORS

//Professional Advisors Council
Professional Advisors Council 2017-11-30T00:54:26+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

Upcoming Events

  1. Spring Grants Deadline

    February 15, 2018

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