2024 - 2025 Board of Directors
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President
Christopher Borden, CFP®
Stedmark Partners at Janney Montgomery Scott LLC
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Vice PresidentJacklynn Barras, JD, LLM
BNY Mellon Wealth Management
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TreasurerAlan Weissberger Hirtle, Callaghan & Co.
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Secretary
Fareeha Arshad, CFA, CFP® Glenmede Trust Company, N.A.
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Immediate Past President
Stephanie Sanderson-Braem, Esq.
Stradley Ronon Stevens & Young, LLP
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Directors - Terms Expiring 2025
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James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP, CEPA Wells Fargo
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Josh Niles
Haverford Trust Company
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Bradley D. Terebelo, Esq. Heckscher, Teillon, Terrill & Sager, P.C.
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Tim Zeigler Kamelot Auction House
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Directors - Terms Expiring 2026
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Michael DeFillipo, CLU, ChFC 1847 Private Client Group
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Leanne Evans, CFP® Raymond James & Associates
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Sharon Greenberg, MS, CPA
Isdaner & Company
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Matthew Levitsky, Esq. Fox Rothschild LLP
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Directors - Terms Expiring 2027
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Richard Bell Planning Capital Management Corp.
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Jillian Kukucka Glenmede Trust Company, N.A.
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Shane Johnson, CLU, ChFC Perspective Financial Group, an Alera Group Company
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Lisa Mittelman, JD, CPA Bank of America Private Bank
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Directors - Terms Expiring 2028
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Renzo Cerabino
PNC Private Bank
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Kim V. Heyman, JD, LLM (tax), AEP® Pathstone
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Erin McQuiggan, Esq.
Duane Morris LLP
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Calendar
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America/New_York
Wednesday, December 04, 2024 8:30 AM
Virtual Meeting
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America/New_York
Thursday, December 05, 2024 8:30 AM
Convene CityView, 30 S. 17th Street, Philadelphia, PA
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America/New_York
Thursday, December 12, 2024 5:30 PM
Racquet Club of Philadelphia, 215 S. 16th Street, Philadelphia, PA 19102
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