Estate Planning Council of New York City Inc.

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EPCNYC: Evening Program & Dinner November 2018

Event Details

Registration List: EPCNYC: Evening Program & Dinner November 2018

All RSVPs

Melissa Abbott

Berdon LLP

RSVP Comments: N/A

Attending: Yes

Craig Allen

Brown Brothers Harriman Trust Company

RSVP Comments: N/A

Attending: Yes

Eva-Maria ANTHONY

BNY MELLON

RSVP Comments: N/A

Attending: Yes

John B. Araneo

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Erin Ardleigh

Dynama Insurance

RSVP Comments: N/A

Attending: Yes

Nathan Arnell

Law Offices of Nathan E. Arnell, PC

RSVP Comments: N/A

Attending: Yes

Jill Arnold Bull

Lockton Companies

RSVP Comments: N/A

Attending: Yes

Edward Avery

Midland Trust Company

RSVP Comments: N/A

Attending: Yes

Leon Baburov

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Ayham Bahnassi

Wells Fargo Private Bank

RSVP Comments: N/A

Attending: Yes

Caroline Baker

Christie's

RSVP Comments: N/A

Attending: Yes

Danielle Barrett

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Warren Bergstein

Adelman Katz & Mond LLP

RSVP Comments: N/A

Attending: Yes

Steven Berman

Steven Berman, Esq.

RSVP Comments: N/A

Attending: Yes

Mark Bernstein

Katz, Sapper, & Miller

RSVP Comments: N/A

Attending: Yes

Jacqueline Bevilaqua

New York University School of Law

RSVP Comments: N/A

Attending: Yes

Tom Bindert

BNY Mellon, N.A.

RSVP Comments: N/A

Attending: Yes

Andrew Blumenthal

EMM

RSVP Comments: N/A

Attending: Yes

Brian Boak

BOAKS Advisors

RSVP Comments: N/A

Attending: Yes

Lawrence K Bogar

Bogar LK Financial LLC

RSVP Comments: N/A

Attending: Yes

Donald Bolt

Evaluation Services, Inc.

RSVP Comments: N/A

Attending: Yes

Sharon Bregman

360Demenager LLC

RSVP Comments: N/A

Attending: Yes

Dorrie Bronson

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Michael Burke

Association of Divorce Financial Planners

RSVP Comments: N/A

Attending: Yes

Tabitha Burnett

Fordham University Law School

RSVP Comments: N/A

Attending: Yes

Alanna Butera

Bonhams New York

RSVP Comments: N/A

Attending: Yes

Richard Chalifoux

First Republic Trust Company

RSVP Comments: N/A

Attending: Yes

Julie Min Chayet

U.S. Trust, Bank of America Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Christopher Clark

Fordham University Law School

RSVP Comments: N/A

Attending: Yes

Geoffrey Close

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Sherri Cohen

Bonhams

RSVP Comments: N/A

Attending: Yes

Marcia Cohen

Morgan Stanley Wealth Management

RSVP Comments: N/A

Attending: Yes

Michael Comerford

Comerford &Dougherty LLP

RSVP Comments: N/A

Attending: Yes

Janis Cowhey

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Peter Culver

IWM Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Peter Culver

IWM Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Vivian DeLillo

TIAA, FSB

RSVP Comments: N/A

Attending: Yes

Ariella Deutsch

Goldweber Epstein LLP

RSVP Comments: N/A

Attending: Yes

Karin Dillie

The RealReal

RSVP Comments: N/A

Attending: Yes

Brad Dillon

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Elliot Dole

Buckingham Strategic Wealth

RSVP Comments: N/A

Attending: Yes

Joseph Donohue

Donohue, O'Connell & Riley PLLC

RSVP Comments: N/A

Attending: Yes

Paul Dorr

Bernstein Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Gregory Doyle

Fidelity Investments

RSVP Comments: N/A

Attending: Yes

Raymond Dragon

Anchin, Block & Anchin LLP

RSVP Comments: N/A

Attending: Yes

Ellen Dudas

Planned Giving Advancement, LLC

RSVP Comments: N/A

Attending: Yes

Kyle Edmonds

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

David Edwards

Heron Wealth

RSVP Comments: N/A

Attending: Yes

Genan F. Zilkha

New York University School of Law

RSVP Comments: N/A

Attending: Yes

Joseph Falanga

UHY Advisors NY, Inc.

RSVP Comments: N/A

Attending: Yes

Leslie Fitting

Dynama Insurance

RSVP Comments: N/A

Attending: Yes

Jason S. Fitz, CFP

Lincoln Financial Advisors

RSVP Comments: N/A

Attending: Yes

Jay W. Freiberg

Elman Freiberg PLLC

RSVP Comments: N/A

Attending: Yes

Logan Fulrath, Jr.

RSVP Comments: N/A

Attending: Yes

Julie Gallagher

The RealReal

RSVP Comments: N/A

Attending: Yes

Evan Gansl

RSVP Comments: N/A

Attending: Yes

Kirsten Georges

Fiduciary Trust Company International

RSVP Comments: N/A

Attending: Yes

John Gianni

Valley National Bank

RSVP Comments: N/A

Attending: Yes

Laura Giella

Bessemer Trust Company

RSVP Comments: N/A

Attending: Yes

Michael Gooen

Lowenstein Sandler LLP

RSVP Comments: N/A

Attending: Yes

Paul Gottlieb

McCormick, O'Brien LLP

RSVP Comments: N/A

Attending: Yes

Elizabeth Grimm

Phillips

RSVP Comments: N/A

Attending: Yes

Susan Hartley-Moss

EMM Wealth

RSVP Comments: N/A

Attending: Yes

James Jacaruso

EisnerAmper LLP

RSVP Comments: N/A

Attending: Yes

Jonathan Justice

SunTrust Bank

RSVP Comments: N/A

Attending: Yes

Juliet Kalib

Kalib & Kalib

Leadership: Board of Directors

RSVP Comments: N/A

Attending: Yes

Randy Kaufman

EMM Wealth

RSVP Comments: N/A

Attending: Yes

Kevin Kelly

Lutz and Carr CPAs, LLP

RSVP Comments: N/A

Attending: Yes

Scott Kohen

Laffie Financial Group

RSVP Comments: N/A

Attending: Yes

Ellen Kratzer

Fiduciary Trust International

RSVP Comments: N/A

Attending: Yes

Bridget La Rosa

White and Williams LLP

RSVP Comments: N/A

Attending: Yes

Scott Laffie

Laffie Financial Group

RSVP Comments: N/A

Attending: Yes

Laura LaForgia

Marks Paneth LLP

RSVP Comments: N/A

Attending: Yes

Paula Laliberte

Fiduciary Trust Company International

RSVP Comments: N/A

Attending: Yes

Nadine Lee

The Colony Group

RSVP Comments: N/A

Attending: Yes

Francine Lee

Ernst & Young

RSVP Comments: N/A

Attending: Yes

Shawn Leventhal

Showplace Estate Buyers

RSVP Comments: N/A

Attending: Yes

Dan Lipschutz

Aronson Mayefsky & Sloan

RSVP Comments: N/A

Attending: Yes

Ladidas Lumpkins

Prager Metis CPAs, LLC

RSVP Comments: N/A

Attending: Yes

Barry Lutzky

Schiff Hardin LLP

RSVP Comments: N/A

Attending: Yes

Charles Manice

Morris & McVeigh LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Marino

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Kenneth Marino

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Michael Markiewicz

Feuer & Orlando, LLP

RSVP Comments: N/A

Attending: Yes

Vincent Marsden

Financial Partners Capital Managment LLC

RSVP Comments: N/A

Attending: Yes

Daniel McCarron

Capital Counsel

RSVP Comments: N/A

Attending: Yes

Miranda McCray

Eagle Bay Advisors LLC

RSVP Comments: N/A

Attending: Yes

Kevin McElroy

Valuation Services, Inc.

RSVP Comments: N/A

Attending: Yes

Kevin McGrath

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Michael Meltzer

Tocqueville Asset Management L.P.

RSVP Comments: N/A

Attending: Yes

David Mendels

Creative Financial Concepts, LLC

RSVP Comments: N/A

Attending: Yes

Kelly Michael

Davidson, Dawson & Clark LLP

RSVP Comments: N/A

Attending: Yes

Melissa Milich

Kozusko Harris Duncan LLP

RSVP Comments: N/A

Attending: Yes

Richard Miller

Morris & McVeigh LLP

RSVP Comments: N/A

Attending: Yes

Michael Mintz

MD Squared Property Group LLC

RSVP Comments: N/A

Attending: Yes

Jeremy Motz

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Michael Nelson

Eagle Bay Advisors

RSVP Comments: N/A

Attending: Yes

Lauren Netburn

Jill Miller & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Amit Neuman

New York University School of Law

RSVP Comments: N/A

Attending: Yes

Adam Oestreich

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Adam Osterweil

Frankfurt Kurnit Klein & Selz PC

RSVP Comments: N/A

Attending: Yes

Skye Ostreicher

RSVP Comments: N/A

Attending: Yes

Joanna Ostrem

Christie's

RSVP Comments: N/A

Attending: Yes

Olha Paluch

PNC Wealth Management

RSVP Comments: N/A

Attending: Yes

Ed Papier

Amadeus Wealth Advisors

RSVP Comments: N/A

Attending: Yes

Stephen Perl

Calamos Wealth Management

RSVP Comments: N/A

Attending: Yes

Heather Perlmutter

Tocqueville Asset Management

RSVP Comments: N/A

Attending: Yes

Julius Picardi

Anlimar Consulting

RSVP Comments: N/A

Attending: Yes

Caroline Plowden

New York University School of Law

RSVP Comments: N/A

Attending: Yes

Michael Podniesinski

Showplace Estate Buyers

RSVP Comments: N/A

Attending: Yes

Emily Pollock

Kasowitz Benson Torres LLP

RSVP Comments: N/A

Attending: Yes

Todd Povlich

MPI (Management Planning Inc.)

RSVP Comments: N/A

Attending: Yes

Mark Rabinovich

Calamos Wealth Management

RSVP Comments: N/A

Attending: Yes

Ruth Raftery

Leadership: Board of Directors

RSVP Comments: N/A

Attending: Yes

Lisa Rispoli

GRASSI & CO CPAS

RSVP Comments: N/A

Attending: Yes

Leilani-Kali Rivers

McCormick & O'Brien, LLP

RSVP Comments: N/A

Attending: Yes

Lauren Rocklin

US Trust, Bank of America Private Wealth Mgt.

RSVP Comments: N/A

Attending: Yes

Furman Rogers

Katz, Sapper, & Miller

RSVP Comments: N/A

Attending: Yes

Greg Rosica

Ernst & Young LLP

RSVP Comments: N/A

Attending: Yes

Ariel Roth

Herrick, Feinstein LLP

RSVP Comments: N/A

Attending: Yes

Allison Rowoth

U.S. Trust, Bank of America Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Geoffrey Sargeant

Calamos Wealth Management

RSVP Comments: N/A

Attending: Yes

Lara Sass

Lara M Sass PLLC

RSVP Comments: N/A

Attending: Yes

Michael Schwartz

Curtis, Mallet-Prevost, Colt & Mosle LLP

RSVP Comments: N/A

Attending: Yes

Linda Selvin

Appraiser Association of America

RSVP Comments: N/A

Attending: Yes

Richard Shaw

Bessemer Trust Company

RSVP Comments: N/A

Attending: Yes

Caitee Shelley

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Elisa Shevlin Rizzo

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Perry Shulman

Perry A. Shulman, CPA

RSVP Comments: N/A

Attending: Yes

David Sleeman

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Nicky Smith

RSVP Comments: N/A

Attending: Yes

Samantha Smith

New York University School of Law

RSVP Comments: N/A

Attending: Yes

Reed Smith

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Hank Snyder

JP Morgan Private Bank

RSVP Comments: N/A

Attending: Yes

Lisa Solomon

Solomon & Associates, LLC

RSVP Comments: N/A

Attending: Yes

Robert Steele

Schwartz Sladkus Reich Greenberg Atlas LLP

RSVP Comments: N/A

Attending: Yes

Michael Steiner

RegentAtlantic

RSVP Comments: N/A

Attending: Yes

Bruce Steiner

Kleinberg, Kaplan, Wolff & Cohen P.C.

RSVP Comments: N/A

Attending: Yes

David te Boekhorst

The Corpag Group

RSVP Comments: N/A

Attending: Yes

Harold Unger

The Unger Company, Ltd.

RSVP Comments: N/A

Attending: Yes

Andrea Vacca

Vacca Law & Mediation

RSVP Comments: N/A

Attending: Yes

Steve Vaccarelli

Brown Brothers Harriman Trust Co., N.A.

RSVP Comments: N/A

Attending: Yes

Stephanie Vitti

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

David Weinstock

Mazars USA Wealth Advisors

Leadership: Board of Directors

RSVP Comments: N/A

Attending: Yes

Sharon Weissbart

RSVP Comments: N/A

Attending: Yes

Sean R. Weissbart

Counsel at Morris & McVeigh LLP, and Adjunct Professor of Law at NYU and Fordham University

RSVP Comments: N/A

Attending: Yes

Christopher Wolfe

CJW Financial Associates Inc.

RSVP Comments: N/A

Attending: Yes

Christopher Wright

Marks Paneth LLP

RSVP Comments: N/A

Attending: Yes

Jeffery Wyble

Fidelity Investment

RSVP Comments: N/A

Attending: Yes

Joshua Zimmerman

Ernst & Young LLP

RSVP Comments: N/A

Attending: Yes