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The Board of Directors of the Estate Planning Council of New York City, Inc. is elected by the members to lead, formulate policy, and provide oversight to the operations of the Council.

Directors are here to serve you— so if you have any questions or concerns, please do not hesitate to contact any member of the board.

 

CLICK HERE TO LEARN MORE ABOUT THE 2017-2018 BOARD OF DIRECTORS.

 

PRESIDENT


Ruth Flynn Raftery 

WISS & Company, LLP


VICE PRESIDENT


Randy Kaufman

EMM


TREASURER


David Weinstock

Weiser Capital Management


SECRETARY


Juliet P. Kalib, Esq.

Kalib & Kalib 


IMMEDIATE PAST PRESIDENT


Geoffrey Sargeant, CFP
Neuberger Berman 

 

 

DIRECTORS OF ACCOUNTING

Scott Ditman 
Director of Accounting (2015-2018
Berdon LLP

 

Stephanie Hines
Director of Accounting (2016-2019)
EisnerAmper LLP
 

 

Lisa Rispoli
Director of Accounting (2017-2020)
GRASSI & CO CPAS

 

 

 DIRECTORS OF BANKING

Michael Kimmel
Director of Banking (2015-2018) 
Wealthstream Advisors Inc

 

Michael Meltzer
Director of Banking (2016-2019) 
Tocqueville Asset Management L.P.

 

Lauren Rocklin
Director of Banking (2017-2020)
US Trust, Bank of America Private Wealth Mgt.

 

 

DIRECTORS OF INSURANCE

Jared Levy
Director of Insurance (2015-2018) 
KAP Planning Ltd

 

Chad Reyes
Director of Insurance (2016-2019)
Wealth and Legacy Group

 

Steven Goodman
Director of Insurance (2017-2020) 
SHG Planning

   

DIRECTORS OF LAW

Michael Gooen
Director of Law (2015-2018) 
Lowenstein Sandler LLP

 

Caryn Keppler
Director of Law (2016-2019)
Putney, Twombly, Hall & Hirson, LLP

 

Adam Osterweil
Director of Law (2017-2020)
Frankfurt Kurnit Klein & Selz PC

 


CLICK HERE TO LEARN MORE ABOUT THE 2017-2018 BOARD OF DIRECTORS.

Daniel S. Rubin, JD, LLM 
Moses & Singer LLP

Juliet P. Kalib, Esq

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