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EPCNYC: Evening Program & Dinner January 2019
Event Details

Registration List: EPCNYC: Evening Program & Dinner January 2019

All RSVPs

Melissa Abbott
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Melissa Abbott
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Noelle Abrams
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 Araneo
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Erin Ardleigh
Dynama Insurance
RSVP Comments: N/A
Attending: Yes
Marie Arrigo
EisnerAmper LLP
RSVP Comments: N/A
Attending: Yes
Elizabeth Aubin
Grassi & Co.
RSVP Comments: N/A
Attending: Yes
Edward Avery
Midland Trust Company
RSVP Comments: N/A
Attending: Yes
Richard Bader
Janover LLC
RSVP Comments: N/A
Attending: Yes
Richard Bader
Janover LLC
RSVP Comments: N/A
Attending: Yes
Danielle Barrett
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Pedro Batista
Batista Group
RSVP Comments: N/A
Attending: Yes
Kevin Batterton
New York Private Trust Company
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
Thomas Bindert
BNY Mellon, N.A.
RSVP Comments: N/A
Attending: Yes
Tom Bindert
BNY Mellon, N.A.
RSVP Comments: N/A
Attending: Yes
Richard Bloom
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Brian Boak
USI Insurance Services
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
Dorothy Bronson
BNY Mellon
RSVP Comments: N/A
Attending: Yes
Michael Burke
Association of Divorce Financial Planners
RSVP Comments: N/A
Attending: Yes
Alanna Butera
Bonhams New York
RSVP Comments: N/A
Attending: Yes
Alanna Butera
Bonhams New York
RSVP Comments: N/A
Attending: Yes
david campbell-clark
silva thomas pc
RSVP Comments: N/A
Attending: Yes
Warwick Carter
1919 Investment Counsel
RSVP Comments: N/A
Attending: Yes
Alicea Castellanos
Global Taxes LLC
RSVP Comments: N/A
Attending: Yes
Jennifer Cayetano
American Cancer Society
RSVP Comments: N/A
Attending: Yes
Gregory Cayne
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Richard Chalifoux
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
julie min chayet
US Trust, Bank of America Private Wealth Mgt.
RSVP Comments: N/A
Attending: Yes
Geoffrey Close
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Marcia Cohen
Morgan Stanley Wealth Management
RSVP Comments: N/A
Attending: Yes
Peter Culver
IWM Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jessie Dasilva-Sims
Merrill Lynch
RSVP Comments: N/A
Attending: Yes
Vivian DeLillo
TIAA, FSB
RSVP Comments: N/A
Attending: Yes
Lauren Dell
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Ariella Deutsch
Goldweber Epstein LLP
RSVP Comments: N/A
Attending: Yes
Scott Ditman
Berdon LLP
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
Raymond Dragon
Anchin, Block & Anchin LLP
RSVP Comments: N/A
Attending: Yes
Nicole Drury
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Christina Duffy
SunTrust Private Wealth Management
RSVP Comments: N/A
Attending: Yes
David Edwards
Heron Wealth
RSVP Comments: N/A
Attending: Yes
Linda Elfenbein
HSBC Private Bank
RSVP Comments: N/A
Attending: Yes
Rita Esquenazi
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Joseph Falanga
UHY Advisors NY, Inc.
RSVP Comments: N/A
Attending: Yes
Scott Ferretti
Cravath, Swaine & Moore LLP
RSVP Comments: N/A
Attending: Yes
Heather Flanagan
HSBC Private Bank
RSVP Comments: N/A
Attending: Yes
Christopher Fleck
Rothman Law Group
RSVP Comments: N/A
Attending: Yes
Vincent Gatto
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Kirsten Georges
Fiduciary Trust Company International
RSVP Comments: N/A
Attending: Yes
Elliott Glass
Janover LLC
RSVP Comments: N/A
Attending: Yes
Arlene Glotzer
Eddy & Schein Group
RSVP Comments: N/A
Attending: Yes
Steven Goodman
SHG Planning
RSVP Comments: N/A
Attending: Yes
Michael Gooen
Lowenstein Sandler LLP
RSVP Comments: N/A
Attending: Yes
Paul Gottlieb
Jones, Wolf & Kapasi LLC
RSVP Comments: N/A
Attending: Yes
Ilka Gregory
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Elizabeth Grimm
Phillips
RSVP Comments: N/A
Attending: Yes
Deborah Hammett
Adelman Katz & Mond LLP
RSVP Comments: N/A
Attending: Yes
Aaron Hertsgaard
Chubb
RSVP Comments: N/A
Attending: Yes
Stephanie Hines
EisnerAmper LLP
RSVP Comments: N/A
Attending: Yes
Tamar Hirshman
Baker Tilly Virchow Krause
RSVP Comments: N/A
Attending: Yes
Maribeth Holland
Sutton Place Capital Management LLC
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
Philip Kalafatis
Bessemer Trust
RSVP Comments: N/A
Attending: Yes
Juliet Kalib
Kalib & Kalib
Leadership: Board of Directors
RSVP Comments: N/A
Attending: Yes
Josh Kaplan
Dechert LLP
RSVP Comments: N/A
Attending: Yes
Randy Kaufman
EMM Wealth
RSVP Comments: N/A
Attending: Yes
Caryn Keppler
Putney, Twombly, Hall & Hirson LLP
RSVP Comments: N/A
Attending: Yes
Kevin Kettell
Appraisal Economics
RSVP Comments: N/A
Attending: Yes
Ellen Kratzer
Fiduciary Trust International
RSVP Comments: N/A
Attending: Yes
Ellyn Kravitz
Abrams Fensterman
RSVP Comments: N/A
Attending: Yes
Zoe Kreca
EMM Wealth
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
Bridget LaRosa
White and Williams LLP
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
Daniel Levinas
Moulinos & Associates LLC
RSVP Comments: N/A
Attending: Yes
Ladidas Lumpkins
Prager Metis CPAs, LLC
RSVP Comments: N/A
Attending: Yes
Steve Maggi
SMA Immigration Law Firm
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
Gretchen Marolda
US Trust, Bank of America Private Wealth Mgt.
RSVP Comments: N/A
Attending: Yes
Daniel McCarron
Capital Counsel LLC
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
Michael Meltzer
Tocqueville Asset Management L.P.
RSVP Comments: N/A
Attending: Yes
Ivy Menchel
Sagemark Consulting
RSVP Comments: N/A
Attending: Yes
David Mendels
Creative Financial Concepts, LLC
RSVP Comments: N/A
Attending: Yes
Melissa Milich
Kozusko Harris Duncan LLP
RSVP Comments: N/A
Attending: Yes
Jeremy Motz
Merrill Lynch Wealth Management
RSVP Comments: N/A
Attending: Yes
Craig Notte
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.
RSVP Comments: N/A
Attending: Yes
Adam Osterweil
Frankfurt Kurnit Klein & Selz PC
RSVP Comments: N/A
Attending: Yes
Olha Paluch
PNC Wealth Management
RSVP Comments: N/A
Attending: Yes
Anthony Panebianco
Grassi & Co.
RSVP Comments: N/A
Attending: Yes
Ed Papier
Amadeus Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Maxine Park
Law Office of Maxine H. Park
RSVP Comments: N/A
Attending: Yes
Heather Perlmutter
Tocqueville Asset Management L.P.
RSVP Comments: N/A
Attending: Yes
Marian Philips
RSVP Comments: N/A
Attending: Maybe
Vlad Portnoy
Law Offices of Vlad Portnoy PC
RSVP Comments: N/A
Attending: Yes
Alan Quaintance
Commonwealth Trust Company
RSVP Comments: N/A
Attending: Yes
Mark Rabinovich
RSVP Comments: N/A
Attending: Yes
Pasquale Rafanelli
GRASSI & CO CPAS
RSVP Comments: N/A
Attending: Yes
Ruth Raftery
Advanced Planning Educational Group, Inc.
Leadership: Board of Directors
RSVP Comments: N/A
Attending: Yes
James Reid
Reid Michaelis PLLC
RSVP Comments: N/A
Attending: Yes
Nora Reinhart
US Trust
RSVP Comments: N/A
Attending: Yes
Susanne Rhow
Brown Harris Stevens Residential Sales, LLC
RSVP Comments: N/A
Attending: Yes
Lisa Rispoli
GRASSI & CO CPAS
RSVP Comments: N/A
Attending: Yes
Elisa Rizzo
The Northern Trust Company
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
Greg Rosica
Ernst & Young LLP
RSVP Comments: N/A
Attending: Yes
Dori Rosinsky
GRASSI & CO CPAS
RSVP Comments: N/A
Attending: Yes
Diane Roskies
Loeb, Block & Partners LLP
RSVP Comments: N/A
Attending: Yes
Ariel Roth
Herrick, Feinstein LLP
RSVP Comments: N/A
Attending: Yes
David Rudman
Sigma Valuation Consulting, Inc.
RSVP Comments: N/A
Attending: Yes
Matt Ryan
HSBC Private Bank
RSVP Comments: N/A
Attending: Yes
Geoffrey Sargeant
RSVP Comments: N/A
Attending: Yes
Lara Sass
Lara M. Sass, PLLC
RSVP Comments: N/A
Attending: Yes
Sareena Sawhney
GRASSI & CO CPAS
RSVP Comments: N/A
Attending: Yes
Chris Schimmel
Wells Fargo Private Bank
RSVP Comments: N/A
Attending: Yes
Douglas Schnapp
RSVP Comments: N/A
Attending: Yes
Perry Shulman
Perry A. Shulman, CPA
RSVP Comments: N/A
Attending: Yes
Lisa Siegel
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
michele silva thomas
RSVP Comments: N/A
Attending: Yes
Reed Smith, CFP®
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Henry Snyder
JP Morgan Private Bank
RSVP Comments: N/A
Attending: Yes
Lisa Solomon
Solomon & Associates, LLC
RSVP Comments: N/A
Attending: Yes
Doug Sonnenshein
JP Morgan
RSVP Comments: N/A
Attending: Yes
Robert Steele
Schwartz Sladkus
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
Emily Thompson
Emigrant Bank Fine Art Finance / Fine Art Asset Management
RSVP Comments: N/A
Attending: Yes
Anthony Thompson
Alliance Bernstein
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
Steven Vaccarelli
Brown Brothers Harriman Trust Co., N.A.
RSVP Comments: N/A
Attending: Yes
John Varga
Management Planning Inc.
RSVP Comments: N/A
Attending: Yes
Stephanie Vitti
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Annemarie von der Goltz
JP Morgan
RSVP Comments: N/A
Attending: Yes
Courtney Walsh
Inspir
RSVP Comments: N/A
Attending: Yes
David Warren
Bridgeford Trust Company
RSVP Comments: N/A
Attending: Yes
Sydney Wasserman
Grassi & Co.
RSVP Comments: N/A
Attending: Yes
David Weinstock
Mazars USA Wealth Advisors
Leadership: Board of Directors
RSVP Comments: N/A
Attending: Yes
Claudine Welti
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Andrew White
Neuberger Berman
RSVP Comments: N/A
Attending: Yes
Richard Zenker
Overbrook Management Corp.
RSVP Comments: N/A
Attending: Yes
Joshua Zimmerman
Ernst & Young LLP
RSVP Comments: N/A
Attending: Yes
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