Board of Directors

President

Jacklynn Barras, JD, LLM
BNY Wealth Management

Vice President

Alan Weissberger, Esq.
Hirtle, Callaghan & Co.

Treasurer

Fareeha Arshad, CFA, CFP®
Glenmede Trust Company, N.A.

Secretary

Tim Zeigler
Kamelot Auction House

Immediate Past President

Christopher Borden, CFP®, AEP®
Stedmark Partners at Janney Montgomery Scott LLC

Michael DeFillipo, CLU, ChFC
1847 Private Client Group

Leanne Evans, CFP®
Raymond James & Associates

Sharon Greenberg, MS, CPA
Isdaner & Company

Matthew Levitsky, Esq.
Fox Rothschild LLP

Richard Bell
Waverly Advisors

Jillian Kukucka
Glenmede Trust Company, N.A.

Shane Johnson, CLU, ChFC
Perspective Financial Group, an Alera Group Company

Lisa Mittelman, JD, CPA
Bank of America Private Bank

Renzo Cerabino
WhartonHIll Investment Advisors

Kim V. Heyman, JD, LLM (tax), AEP®
Pathstone

Rachel Kieser
Armanino 

Erin McQuiggan, Esq.
Duane Morris LLP

Andrew Barron, Esq.
Stradley Ronon

James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP, CEPA
Wells Fargo

Andrew Logan, Esq.
Cozen O'Connor