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, on July 25th, members heard from Jane Wilton, 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]
Dale Akinla, LL.M., S.J.D., CFP®
Vice President, Financial Planner
Bleakley Platt & Schmidt, LLP
Stephen M. Condon, AAMS®
Benjamin F. Edwards & Co.
Vincent Cucuzza, CFP®, ChFC®, CAP®
Barnum Financial Group
Hyman & Gilbert
Danziger & Markhoff, LLP
PKF O’Connor Davies, LLP
The Kensico Cemetery
Clarfeld Financial Advisors
David Ringler, CAP®, CRPC®
Kathy N. Rosenthal, Esq., (Chairperson)
Rosenthal & Markowitz, LLP
True Abundance Advisors
Adam Rude, CFP®
Lob Planning Group
Larry Thaul, CLU®, ChFC®, CLTC
Vice President, Westchester NY Metro
Walsh & Amicucci LLP
Law Office of Michael D. Weinstein
Senior Vice President and Regional Wealth Planning Manager
Wells Fargo Private Bank