专业顾问委员会成员

专业顾问委员会汇集了纽约州中部的专业顾问专家,他们与我们合作,为顾问的参与提供见解和建议。 理事会的志愿成员全年致力于传播信息,帮助同行有效识别和满足客户的慈善规划需求。 (截至 2024 年 4 月 1 日)

VICKI R. BRACKENS

维姬在社区基金会董事会任职时,是 Brackens Financial Solutions Network 的总裁。 2012 年至 2015 年,Brackens 在公共广播公司 WCNY-Syracuse 频道共同主持了 “金融健身 “节目。 她曾担任罗莎蒙德-吉福德动物园之友(Friends of the Rosamond Gifford Zoo)的董事会成员,还曾担任米尔顿-J-鲁宾斯坦科技博物馆(Milton J. Rubenstein Museum of Science and Technology)的董事会成员。 她是锡拉丘兹地区救世军顾问委员会和雷蒙德-冯-德兰 IDEA 顾问委员会的成员。

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Elaine Buffington, CPA

Partner, Dannible & McKee LLP

Jack Capron

Principal, The Bonadio Group

Peter L. Derrenbacker

Wealth Management Advisor, Northwestern Mutual

Caragh Fahy, CFP®

麦迪逊财务规划集团总裁兼所有人

Caragh 在社区基金会董事会任职时,已拥有 20 多年的金融服务行业经验。 Caragh 通过美国学院获得了 Certified Financial Planner™ 认证。 她曾担任财务规划协会(FPA)前任主席和董事会成员。 她还受邀成为 500 名财务顾问之一,参加了巴伦顶级女性峰会。 在加入董事会之前,Caragh 曾在社区基金会的专业顾问委员会任职。 她还曾担任纽约州中部妇女基金会(Women’s Fund of Central New York)主席,该基金会是社区基金会的一个附属基金,为满足妇女和女孩需求的当地组织提供资助。 更多信息

Lee Gatta CLU®, ChFC®, AEP®

财务规划师,保诚金融

 

Gary Grossman, CPA/CFP

Consultant, Grossman St. Amour

R. Andrew Hagen, CFP®

Financial Consultant, Equitable Advisors

马里恩-汉考克-费什

玛丽恩在社区基金会董事会任职期间,是 Hancock Estabrook, LLP 的合伙人,也是纽约州律师基金会、奥农达加公民联盟和石阙山艺术公园等多个组织的董事会成员。 她还参与了纽约州中部探访护士协会和纽约州立大学环境科学与林业学院基金会的工作。

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Scott Harris

Vice President, Wealth Management, Empower Federal Credit Union

Cole Henderson, CFP

Senior Vice President/Financial Advisor, Morgan Stanley

MADELYN H.霍恩斯坦

麦德琳在社区基金会董事会任职时,自 1983 年起就一直在 Dermody, Burke & Brown 公司工作,并担任该公司的首席执行官。 Madelyn 毕业于纽约州立大学科特兰分校,拥有雪城大学工商管理硕士学位。 她是纽约州注册会计师协会 (NYSSCPA)、美国注册会计师协会 (AICPA)、女总裁组织 (Women Presidents’ Organization) 的成员,也是 Allinial Global 公司管理委员会和提名委员会的成员。 Madelyn 曾担任 CenterState CEO 和 WISE 妇女商业中心的董事会成员,并参与了锡拉丘兹大学的专业顾问委员会和指导计划。

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Karl Jacob, CPA/PFS

Tax Partner, Dannible & McKee LLP

John King

Attorney/Retired

Emilee Lawson Hatch

Estate Planning Attorney, Bousquet Holstein, PLLC

Lisa Miller, CFP

Financial Planner, Equitable Advisors

Kevin Nass

Retired, Fust Charles Chambers

Richard Neal

Senior Vice President/Senior Financial Advisor, Merrill Lynch

Anne Ruffer

Estate Planning Attorney, Mackenzie Hughes LLP

迈克尔-E-奥康纳

Mike 毕业于纽约州立大学水牛城分校和雪城大学法学院。 他是一名信托与遗产律师,也是美国信托与遗产顾问学院的研究员。 他曾担任该组织的前任州主席。 他曾担任锡拉丘兹大学法学院硕士课程的税务兼职教授。 他还担任过 Aurora of CNY 和社区基金会的董事会主席。

“我的执业领域是信托和遗产,我做了很多遗产规划。我很高兴被邀请加入董事会。人们一直认为这是最好的董事会之一,是最愉快的经历,事实也的确如此。董事会的宗旨之一就是让你掌握社区的脉搏。我的董事会成员来自不同的董事会,对社区的情况非常了解。每个人不可能对所有事情都了如指掌,但在一个团体中,你可以获得很多意见,这一点非常重要。

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马丁-施瓦布

邦德勋克律师事务所信托与遗产税律师

合规干事

克里斯汀-伍德科克-德托尔

从韦尔斯利学院和锡拉丘兹大学法学院毕业后,克里斯蒂娜在法律职业生涯中取得了成功。 在社区基金会董事会任职期间,她是 Bousquet Holstein, PLLC 的合伙人。 她对慈善事业的贡献包括在曼柳斯山学校(Manlius Pebble Hill School)和洛雷托管理公司(Loretto Management Corporation)担任董事。

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Mark Worden

Senior Vice President - Wealth Management, Financial Advisor, UBS Financial Services Inc.

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