New England Chapter

Our Sponsors

We are deeply grateful to our Chapter Sponsors, and want to recognize them for their generous support of our chapter activities.

Gold Sponsors

Capital Trustees
Bret Keisling bret@captrustees.com
Rich Heeter rich@captrustees.com
(717) 303-3446
www.capitaltrustees.com

Empire Valuation Consultants
Chuck Coyne ccoyne@empireval.com
West Hartford, CT 
(860) 233-6552
www.empireval.com

 
Fred C. Church Insurance
Mike Lucas mlucas@fredcchurch.com
Lowell, MA
(978) 322-7211
www.fredcchurch.com


Morgan Stanley  
Joseph Verri  Joseph.verri@morganstanley.com
Waltham, MA 02451
(781) 672-5140

Silver Sponsors:

Bernstein Shur, Steve Gerlach, (207) 228-7128


BerryDunn, Sandra Smith, Boston, MA (603) 518-2615


GreatBanc Trust, Kjersti Cory, Lisle, IL (630) 991-6265

Key Equipment Finance, Tim Stickney, Portland, ME (207) 874-7020



Principal Financial Group, Joe Marx, Williamsville, NY (800) 428-2021 ext. 4134

The Capital ESOP Group at UBS, Keith J. Apton, (202) 585-5354

Valuation Research Corporation, Patrice Radogna, (781) 501-1386

Bronze Sponsors:

Atlantic Management Company 
Portsmouth, NH

Blue Ridge ESOP Associates 
Charlottesville, VA and Providence RI

Crowe Horwath 
Columbus, OH

Devine Millimet
Manchester, NH
 
ESOP Economics, Inc.
Philadelphia, PA

ESOP Plus - Schatz Brown Glassman, LLP
W. Hartford, CT
First Bankers Trust Services, Inc.   
Philadelphia, PA

Katz Sapper & Miller
New York, NY

Marcum LLP
New Haven, CT

McSoley & McCoy
South Burlington, VT

Murray Securus
Lancaster, PA

Newport Group
East Providence, RI
 
Prairie Capital Advisors
Boston, MA

Praxis Consulting Group, Inc. 
Philadelphia, PA

Schatz Brown Glassman LLP
West Hartford, CT

Spinnaker Trust
Portland, ME

Steiker, Greenapple & Fusco, P.C. 
Providence, RI and Burlington, VT

Sullivan & Worcester
Boston, MA
 
Swerdlin & Company  
Holliston, MA and Atlanta, GA

More Information About the 2018 New England Chapter Sponsors (pdf with links)

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