Advisors Council
The Community Foundation for Palm Beach and Martin Counties' Professional Advisors Council is a regional network of accomplished professionals with expertise in tax law, estate planning, accounting, wealth management, and financial planning. Members of the Council share the common objectives of promoting philanthropy in our area and helping clients achieve their philanthropic goals.
Professional Advisors Council
Lisa A. Schneider, Esq., Gunster, Chair, Professional Advisors Network Chair of Central Palm Beach County
Jeffrey A. Baskies, Esq., Katz Baskies, LLC, Co-Chair, Professional Advisors Network of South Palm Beach County
Donald R. Tescher, Esq., Tescher & Spallina, P. A., Co-Chair, Professional Advisors Network of South Palm Beach County
James A. Ballerano, Jr. Esq., Chapin, Ballerano & Cheslack
M. Adam Bankier, Esq., LL.M, CPA, The Bankier Law Firm
Melinda Barham, Marsh Private Client Services
James B. Bertles, Esq., Tiedemann Wealth Management, LLC
Scott A. Bowman, Esq.,
Proskauer
Bill Burnett, CFP, CIMA, Northern Trust
Mary Sue Donohue, Esq., Law offices of Mary Sue Donohue
Rosanne M. Duane, Esq., Rosanne M. Duane, P. A.
Elizabeth A. Dunn, CPA, Elizabeth A. Dunn, CPA, AEP
Jo Ann Engelhardt, Esq., Bessemer Trust
Alyssa Feder, Esq., J. P. Morgan Private Bank
Ronald L. Fick, Esq, Dunwody, White & Landon, P.A.
Fernando M. Giachino, Esq., Thurlow, Thurlow & Giachino, P.A.
William T. Hennessey III, Esq., Gunster
Thornton M. Henry, Esq., Jones, Foster, Johnston & Stubbs, P.A
Marjorie A. Horwin, CPA, Morrison, Brown, Argiz & Farra, LLP
Ryan Howard, CFA,
Goldman Sachs & Co.
Erik E. Joh, Esq., Hinman, Howard & Kattell LLP
Elsa G. Johnson, CPA, Elsa G. Johnson, P.A.
Thomas O. Katz, Esq., Katz Baskies LLC
David A. Katzman, CPA, CBIZ Goldstein Lewin & Co.
Donald L. Londeree, Sabadell United Bank
G. Randolph Macpherson, CPA, WTAS LLC
Rani Mathura, Esq., Cummings and Lockwood LLC
Peter Matwiczyk, Esq., Matwiczyk & Brown, LLP
Lawrence J. Miller, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
R. Brady Osborne Jr., Esq., Osborne & Osborne, P.A.
Victoria W. Peaper, Esq., Wilmington Trust
David Pratt, Esq., Proskauer
John C. Rau., Esq., Chilton Trust Management, LLC
Tandy L. Robinson, Goldman Sachs & Co.
Tandy L. Robinson, Goldman Sachs & Co.
Robert L. Rubin., Esq., Robert L. Rubin Attorney
James Sopko, Esq., Kramer, Sewell, Sopko & Levenstein, P.A.
Joel H. Yudenfreund, Esq., The Private Client Reserve of U.S. Bank
Joel H. Yudenfreund, Esq., The Private Client Reserve of U.S. Bank
Stories of Impact
Public Education: The Mary and Robert Pew Public Education Fund
...Read More
Selected Resources
Here to Help You with Your Philanthropy
 | Danielle Blangy Cameron V.P.for Personal and Family Philanthropy561.659.6800 |
“It was a pleasure to partner with the Community Foundation to achieve our client’s estate planning goals. The intended gift and the charitable lead trust involved a rather complicated set of facts and tax issues. Without the Community Foundation’s involvement, the client’s wishes might have been frustrated.”
-Erik E. Joh, Esq.
