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.
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 Allen became a shareholder and Director of Rice, Heard & Bigelow, Inc. in 2014. Prior to joining the firm, she was a partner in the Boston law firm of Pabian & Russell, LLC. At Pabian & Russell, Sarah served as co-manager of the firm’s estate planning and administration department. Her legal practice was concentrated in the areas of estate planning, trust and estate administration and probate litigation. Sarah graduated with a Bachelor of Science summa cum laude from the S.I. Newhouse School of Public Communications at Syracuse University in 2000, earned a J.D. from Boston University School of Law in 2004 and received a Master of Laws (LL.M.) in Taxation from Boston University School of Law in 2014.
In 2014, Sarah was named Up & Coming Lawyer by Massachusetts Lawyers Weekly and the Massachusetts Bar Association. Sarah was also named to the 2014 Massachusetts Super Lawyers list appearing in New England Super Lawyers Magazine and Boston Magazine. In 2009, 2011 and 2012, Sarah was named to the Massachusetts Rising Stars list in the same magazines. She regularly serves as a lecturer for Massachusetts Continuing Legal Education and Boston Bar Association on various estate planning, trust administration and elder law topics.
Sarah is the Treasurer for the Boston Estate Planning Council (BEPC). She is a former Co-Chair of the Boston Foundation’s Professional Advisors Network. Sarah is a member of the Massachusetts Bar Association, the Boston Bar Association and the Trusts & Estates Consortium.
Sarah was raised in Georgetown, Massachusetts, and now lives in North Reading, Massachusetts with her husband and two children.
Adrienne Smith is a retired shareholder and director of Rice, Heard & Bigelow. Before joining RHB, Adrienne was a partner in the Boston law firm of Hutchins & Wheeler. Adrienne was elected fellow of American College of Trust and Estate Counsel and co-authored a two volume treatise Massachusetts Estate Planning, Will Drafting, and Probate & Trust Administration. Adrienne 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.