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210 North Central Avenue

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Hartsdale, NY 10530

 

P: (914) 948 - 5166

F: (914) 948 - 5197

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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

Morgan Stanley

James T. Ausili, Esq.

Partner

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.

​Partner

Hyman & Gilbert

Michael Markhoff, Esq.

​Partner

Danziger & Markhoff, LLP

Matthew G. McCrosson

Partner​

PKF O’Connor Davies, LLP

Raymond M. Planell, Esq.

President

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)

​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

 

Karen J. Walsh, Esq.

​Partner

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