ROBERT G. BANNISH
Bob Bannish is the president of Rice, Heard & Bigelow and has been a shareholder and director of the firm since January 2001. Prior to joining RHB, Bob spent his entire legal career at the Boston law firm of Hutchins & Wheeler. He was a partner in that firm and chairman of its trusts & estates practice. He brought to RHB his expertise in estate planning and administration, trust management, the settlement of estates, business and succession planning for closely-held businesses, and the formation and management of charitable entities. Bob graduated cum laude from Harvard College and earned a J.D. from Boston University School of Law.
Bob is a trustee on several family foundations, including the Amelia Peabody Charitable Fund, and serves on a number of charitable boards. He is a past president and current member of the board of Family Service of Greater Boston, and a board member of The Human Relations Service of Wellesley, Massachusetts. He serves on the Catholic Charities Planned Giving Board of Advisors, the National Council for Strawbery Banke Museum, and the Board of Overseers of the New England Aquarium. He is also active in alumni associations for Harvard College and Deerfield Academy.
Adrienne Smith became a shareholder and director of Rice, Heard & Bigelow in 1998. Prior to joining the firm, she was a partner in the Boston law firm of Hutchins & Wheeler. Her legal practice was concentrated in the areas of estate planning and administration, and trust management. Adrienne was elected a Fellow of the American College of Trust and Estate Counsel in 1996. Adrienne co-authored, with John H. Clymer and Katherine Babson, a two volume treatise, Massachusetts Estate Planning, Will Drafting, and Probate & Trust Administration.
Adrienne has served on the Allocations Committee of the United Way of Massachusetts Bay and on the Development Committee and as Chair of the Professional Council for the Massachusetts Chapter of the American Red Cross. She is currently serving on the boards of the Charles River YMCA, Carleton-Willard Village, and the Library Foundation of Needham. She received a Bachelor of Arts degree in Art History and English from Wellesley College and received her J.D. cum laude from Boston University School of Law.
Greg Gullickson joined Rice, Heard & Bigelow in 1986, following his graduation from the London School of Economics with a Master of Science degree in Economics in 1985 and employment at Fidelity Management & Research. Greg received his Chartered Financial Analyst designation in 1990, and is a member of the CFA Institute and the Boston Security Analysts Society. He became a shareholder and director of Rice, Heard & Bigelow in 1997.
Greg received his Bachelor of Arts degree cum laude from the University of South Dakota. Greg was elected to his university’s chapter of Phi Beta Kappa and served as president of the student body. Greg was an aide to U.S. Senator George McGovern and on the staff of the District of Columbia Public Service Commission. He serves on the boards of the Sears Trust and the Cambridge Community Center. Greg has served as an expert witness, testifying on matters concerning trust administration and investments.
Zach Bourque joined Rice, Heard & Bigelow in 2001, and in 2010 he became a shareholder and director. He was awarded his Chartered Financial Analyst designation in 2004 and is a member of the CFA Institute and the Boston Security Analysts Society. Zach received his Bachelor of Arts degree cum laude from Middlebury College where he was an Economics major. Before beginning his professional career, Zach completed the Business Bridge Program at the Tuck School of Business at Dartmouth.
Zach has served as a past President of the Middlebury College Alumni Association and for many years a member of the Greater Boston Food Bank’s Kitchen Cabinet. Zach is a member of the Trusts and Estates Consortium and the Boston Estate Planning Council, and a graduate of the American Banker’s Association trust school.
KEVIN T. MCQUAID
Kevin McQuaid joined Rice, Heard & Bigelow in August of 2010, and in 2011 he became a shareholder and director. He also became the firm’s tax manager, assuming that role from Steve Walsh, who retired at the end of 2010. Prior to joining RHB, Kevin was the tax manager for the law firm of Nixon Peabody LLP, and its predecessor, Hutchins & Wheeler, and served as the Tax Systems Manager for Nixon Peabody Fiduciary Services. Kevin brought over 27 years of experience to RHB’s tax compliance function, including the preparation of fiduciary, individual and charitable income tax returns, and gift and estate tax returns.
Kevin received his Bachelor of Science degree in Finance from Babson College and was awarded his Certified Financial Planner designation in 1991. He is an Enrolled Agent with the Internal Revenue Service. He has been active in coaching the soccer and baseball programs in the Town of Pembroke.
SARAH M. ALLEN
Sarah M. Allen became a shareholder and director of Rice, Heard & Bigelow in 2014. Prior to joining the firm, she was a partner in the Boston law firm of Pabian & Russell where she served as co-manager of the firm’s estate planning department. Her practice concentrated in the areas of estate planning and administration, probate litigation and trust management. Sarah earned her Juris Doctor degree from Boston University School of Law, where she served as editor of the Journal of Science and Technology Law. Sarah also obtained a Master of Laws in Taxation degree (LL.M.) from Boston University School of Law. She received a Bachelor of Science degree in broadcast journalism, summa cum laude, from the S.I. Newhouse School of Public Communications at Syracuse University.
Sarah is a current member of the board of the Boston Estate Planning Council (BEPC) and serves as the Chair of the Sponsorship Committee for the same organization. She also serves as Co-chair of Professional Advisors Network for the Boston Foundation. Sarah regularly serves as a lecturer for Massachusetts Continuing Legal Education (MCLE) as well as other organizations on various estate planning and administration topics.
STEPHEN E. WALSH
Steve Walsh is a retired shareholder and director of Rice, Heard & Bigelow. He became the tax manager of the firm’s predecessor firm, Minot, DeBlois & Maddison in 1978, and continued in that role at RHB through 2010. Steve received a Bachelor of Science degree in Accounting from Suffolk University and a Master of Science degree in Taxation from Bentley College.
GEORGE H. STEPHENSON
Geo Stephenson is a retired shareholder and director of Rice, Heard & Bigelow. Before joining RHB, Geo was employed by the Old Colony Trust Company and the trust department at Bank of Boston. Geo graduated from Brown University and received his Juris Doctorate from Boston University School of Law.