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Philadelphia Estate Planning Council

Board of Directors

2024 - 2025 Board of Directors


President

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


Vice President

Jacklynn Barras, JD, LLM
BNY Mellon Wealth Management


Treasurer

Alan Weissberger
Hirtle, Callaghan & Co.


Secretary

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


Immediate Past President

Stephanie Sanderson-Braem, Esq.
Stradley Ronon Stevens & Young, LLP

Directors - Terms Expiring 2025


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


Josh Niles
Haverford Trust Company


Bradley D. Terebelo, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.


Tim Zeigler
Kamelot Auction House


Directors - Terms Expiring 2026


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

Directors - Terms Expiring 2027


Richard Bell
Planning Capital Management Corp.


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


Directors - Terms Expiring 2028


Renzo Cerabino
PNC Private Bank


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



Rachel Kieser
Armanino 


Erin McQuiggan, Esq.
Duane Morris LLP

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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