Print Page   |   Contact Us   |   Sign In   |   Join
Board of Directors
Share |

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.

PRESIDENT

Geoffrey Sargeant, CFP
Neuberger Berman 

VICE PRESIDENT

Ruth Flynn Raftery 
WISS & Company, LLP

TREASURER

Randy Kaufman
EMM

SECRETARY

David Weinstock
Weiser Capital Management

IMMEDIATE PAST PRESIDENT

Daniel S. Rubin, JD, LLM 
Moses & Singer

 

 

DIRECTORS OF ACCOUNTING

Laura LaForgia, CPA
Director of Accounting (2014-2017)  
Marks Paneth LLP 

 

Scott Ditman 
Director of Accounting (2015-2018)
Berdon LLP

 

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

 

 

 DIRECTORS OF BANKING

Steven C. Vacarelli
Director of Banking (2014-2017)

Brown Brothers Harriman Trust Co., N.A. 

 

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

 

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

 

 

DIRECTORS OF INSURANCE

Kevin O'Connor, CLU
Director of Insurance (2014-2017)
owR Opinion, LLC

 

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

 

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

   

DIRECTORS OF LAW

Juliet P. Kalib, Esq.
Director of Law (2014-2017) 

 

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

 

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

 



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

Juliet P. Kalib, Esq

Community Search
Sign In
Sign In securely