Professional Advisory Council

Members of the Professional Advisory Council are legal, financial management, accounting, and other professionals who are committed to helping their clients achieve philanthropic goals. Council members are ambassadors of our work in the community, and care deeply about the people and places in Westchester County. Through the Professional Advisory Council, members receive invitations to Westchester Community Foundation events, attend educational and networking opportunities, and explore strategies for meeting their clients’ needs in charitable giving.

At right, members heard from the New York Community Trust's general counsel on lessons learned from working with professional advisors to ensure their clients’ charitable interests are effectively carried out.

Membership is by invitation only, although some events are open to interested professional advisors.

To learn more about our Professional Advisory Council, please contact Laura Rossi at 914-948-5166 x3 or at: [email protected]

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Dale Akinla, LL.M., S.J.D., CFP®

Vice President, Financial Planner

Morgan Stanley

James T. Ausili, Esq.


Bleakley Platt & Schmidt, LLP


Anthony Cilibrasi, CPA, MST​

Tax Director

Citrin Cooperman

Stephen M. Condon, AAMS®

Financial Consultant

Benjamin F. Edwards & Co.

Vincent Cucuzza, CFP®, ChFC®, CAP®

Financial Planner

Barnum Financial Group


Rita K. Gilbert, Esq.


Hyman & Gilbert

Michael Markhoff, Esq.


Danziger & Markhoff, LLP

Matthew G. McCrosson


PKF O’Connor Davies, LLP

Raymond M. Planell, Esq.


The Kensico Cemetery

Jose A. Reynoso, J.D., LL.M.

Managing Director

Clarfeld Financial Advisors


David Ringler, CAP®, CRPC®

Financial Advisor

Merrill Lynch


Kathy N. Rosenthal, Esq., (Chairperson)


Rosenthal & Markowitz, LLP


Laura I. Rotter, CFA®, CFP®


True Abundance Advisors

Adam Rude, CFP®


Lob Planning Group


Larry Thaul, CLU®, ChFC®, CLTC

Vice President, Westchester NY Metro



Karen J. Walsh, Esq.


Walsh & Amicucci LLP

Michael D. Weinstein, Esq.

Law Office of Michael D. Weinstein


William Zeltner, Esq.

Senior Vice President and Regional Wealth Planning Manager

Wells Fargo Private Bank