慈善伙伴奖

When Bill received the Partner in Philanthropy Award, he was serving as the managing member of Diversified Capital Management, an investment advisory firm in Syracuse. With over 35 years of experience in accounting and over 25 years in financial planning, Bill focused on comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services. His deep expertise and breadth of experience helped him see his clients holistically. Read More

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