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.


Kelwin Conroy Newman
Co-Chair, Professional Advisors Council
Director, Pathstone

Kristin N.G. Dzialo, Esq.
Co-Chair, Professional Advisors Council
Partner, Rubin and Rudman LLP

Brad Bedingfield, Esq.
Hemenway & Barnes, LLP

Lauren S. Cosulich
Summit Trail Advisors

Leslie Ditrani, Esq.

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

Bill Laskin
PG Calc

Beth S. Milkovits, CFP©, AEP®
Vice President, Private Banking
Brown Brothers Harriman & Co.

Alexander Olson
Vice President, Senior Private Client Advisor
Washington Trust Wealth Management

Kevin Roszkowski
Senior Vice President, Private Client Advisor
Bank of America Private Bank

David Strachan
Senior Wealth Advisor
Dakota Wealth Management

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

Sarah Wulf
Tax Principal, Private Clients Group
DGC, a division of PKF O’Connor Davies

Nadia Yassa
Director of Estate and Gift Planning and Technical Advisor
Emerson College