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]

Dale Akinla, LL.M., S.J.D., CFP®
Vice President, Financial Planner
Morgan Stanley
Partner
Bleakley Platt & Schmidt, LLP
Tax Director
Citrin Cooperman
Stephen M. Condon, AAMS®
Financial Consultant
Benjamin F. Edwards & Co.
Vincent Cucuzza, CFP®, ChFC®, CAP®
Financial Planner
Barnum Financial Group
Partner
Hyman & Gilbert
Partner
Danziger & Markhoff, LLP
Partner
PKF O’Connor Davies, LLP
President
The Kensico Cemetery
Managing Director
Clarfeld Financial Advisors
David Ringler, CAP®, CRPC®
Financial Advisor
Merrill Lynch
Kathy N. Rosenthal, Esq., (Chairperson)
Partner
Rosenthal & Markowitz, LLP
Laura I. Rotter, CFA®, CFP®
Owner
True Abundance Advisors
Adam Rude, CFP®
Principal
Lob Planning Group
Larry Thaul, CLU®, ChFC®, CLTC
Vice President, Westchester NY Metro
Ascela
Partner
Walsh & Amicucci LLP
Law Office of Michael D. Weinstein
Senior Vice President and Regional Wealth Planning Manager
Wells Fargo Private Bank