Katie Dorval
Katie Dorval, an established estate planning attorney at Bowditch, helps individuals, couples and families, both in Massachusetts and Rhode Island, with estate, trust, business succession planning and other complex estate and administration needs. Katie’s expertise includes traditional estate planning documents such as wills and trusts, but she also routinely advises clients regarding asset protection, real estate […]
Shannon McAllister
Shannon employs 20+ years of banking and wealth planning experience to provide financial advice to individuals and business leaders. She is responsible for developing and overseeing every detail of successful client relationships and offers highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet. Shannon graduated magna cum laude from Union College […]
Christina Marin
Christina Marin is the Vice President of Finance and Administration at the Community Foundation for MetroWest, bringing senior leadership experience in public finance, impact investing, and organizational stewardship. She began her career as a small-town journalist in MetroWest, grounding her professional approach in transparency, community voice, and a deep understanding of how local decisions shape […]
Bella Laramee
As the Development Operations Associate, Bella focuses on supporting the Foundation by providing essential operational support. She oversees the donor database, assists in the execution of project plans and key strategies, and analyzes the data to determine how to drive greater engagement. Prior to joining the Foundation, she provided recruitment, admissions, and administrative support to […]
Erich Smith
Erich Smith is executive vice president and New England Region Managing Director with PNC Private Bank®. In this role, Erich works with his leadership team to ensure the delivery of Private Bank services and capabilities to help clients achieve their financial goals. Prior to his role as New England Region Managing Director, Erich served as […]
Gina Fajardo
Gina is the Director of Communications at the Community Foundation for MetroWest, where she leads the Foundation’s efforts to elevate its voice, strengthen its brand, and deepen connections with the more than 30 communities it serves. As a member of the senior leadership team, she is responsible for shaping and executing a communications strategy that […]
Jason Grant
Jason Grant is President of ARCO National Construction’s New England office, where he oversees design-build operations and strategic growth throughout the region. With a background in civil engineering and extensive experience managing large-scale industrial and commercial projects, Jason is committed to delivering high-quality, client-focused construction solutions. A native of St. Louis, Missouri and a graduate […]
Kirsten Poler
Kirsten is a trusts and estates attorney who practiced at Palmer & Dodge and Wellesley College before relocating to London with her family in 2000. Upon her return in 2019, Kirsten has focused on getting to know her community, joining the Medfield Conservation Commission, the Medfield Historical Commission, the Bellforge Arts Center and currently serves […]
Katharine Delaney, CFA
Katie is a partner and portfolio manager in Brown Advisory’s Boston office. She manages customized investment portfolios for family offices, foundations, and private clients. Prior to joining the firm, Katie was a managing director at Cambridge Associates in Boston, where she advised family offices, endowments and foundations on asset allocation and manager selection across all […]
Katherine Collins
Katie Collins established Pathway Philanthropic Solutions in 2023, born from her time guiding both funders and non-profits over a career that spans over two decades. Her work is deeply rooted in the notion of breaking down silos within the philanthropic sector and prioritizes creating actionable resources and strategies to help clients achieve their goals to […]
Robert A. O’Neil, Jr.
Robert is a Founding Principal of Birch Hill Investment Advisors LLC, a wealth management firm based in Boston. He is active in his local community as a member of the investment committee of the Louisa May Alcott Memorial Association and Emerson Hospital, where he serves as Corporator and Vice-Chairman of the Investment Committee.
James S. Rider
James is the Corporate Treasury Manager for MathWorks, Inc., responsible for the company’s investments and global cash management. Prior to joining in 2001, he spent 15 years in the financial services industry in various corporate treasury and investment management roles.