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Estate Planners Day 2019
Event Details

Registration List: Estate Planners Day 2019

All RSVPs

Melissa Abbott
RSVP Comments: N/A
Attending: Yes
Noelle Abrams
Tocqueville Asset Management, LP
RSVP Comments: N/A
Attending: Yes
Craig Allen
Brown Brothers Harriman Trust Company
RSVP Comments: N/A
Attending: Yes
Stan Altmark
Joel Isaacson & Co., LLC
RSVP Comments: N/A
Attending: Yes
Eva-Maria ANTHONY
BNY MELLON
RSVP Comments: N/A
Attending: Yes
Allison Antonetti
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Joan Antoniello
Mazars Wealth Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Peter Arcese
Peter V. Arcese, Esq.
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
Richard Bader
Janover LLC
RSVP Comments: N/A
Attending: Yes
Danielle Barrett
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Kevin Batterton
New York Private Trust Company
RSVP Comments: N/A
Attending: Yes
J Peter Benet
Benet Financial Services
RSVP Comments: N/A
Attending: Yes
Steven Berman
Steven Berman, Esq.
RSVP Comments: N/A
Attending: Yes
Brian Boak
BOAKS Advisors
RSVP Comments: N/A
Attending: Yes
Courtney Booth Christensen
Winston Art Group
RSVP Comments: N/A
Attending: Yes
Justin Brown
Pepper Hamilton LLP
RSVP Comments: N/A
Attending: Yes
Richard Browne
RSVP Comments: N/A
Attending: Yes
Michael Burke
Certified Divorce Financial Planner
RSVP Comments: N/A
Attending: Yes
Emily Casden
Avant-Garde Appraisals & Art Advisory
RSVP Comments: N/A
Attending: Yes
Jennifer Cayetano
American Cancer Society
RSVP Comments: N/A
Attending: Yes
Richard Chalifoux
First Republic Trust Company
RSVP Comments: N/A
Attending: Yes
Julie Min Chayet
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Ben Clammer
First Manhattan Co.
RSVP Comments: N/A
Attending: Yes
Michael Comerford
Comerford & Dougherty LLP
RSVP Comments: N/A
Attending: Yes
Joseph Condon
UBS Financial Services, Inc.
RSVP Comments: N/A
Attending: Yes
Serena Covino
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Joe Cozza
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Lauren Dell
Brown Advisory
RSVP Comments: N/A
Attending: Yes
Andrew Della Ratta
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
David Diefenbach
National Philanthropic Trust
RSVP Comments: N/A
Attending: Yes
Scott Ditman
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Paul Dorr
Bernstein Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Jeremy Dym
Palisades Hudson Financial Group LLC
RSVP Comments: N/A
Attending: Yes
Kyle Edmonds
CIBC Private Wealth
RSVP Comments: N/A
Attending: Yes
Deena Feller
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Karen Francois
Evercore Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Eric Fried
Janover LLC
RSVP Comments: N/A
Attending: Yes
Evan Gansl
RSVP Comments: N/A
Attending: Yes
Danielle Garbi-Etedgi
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Vincent Gatto
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Craig Geist
Janover LLC
RSVP Comments: N/A
Attending: Yes
Kirsten Georges
Fiduciary Trust Company International
RSVP Comments: N/A
Attending: Yes
Laura Giella
Bessemer Trust Company
RSVP Comments: N/A
Attending: Yes
Russell Glazer
RSVP Comments: N/A
Attending: Maybe
Steven Goodman
SHG Planning, Inc.
RSVP Comments: N/A
Attending: Yes
Michael Gooen
Lowenstein Sandler LLP
RSVP Comments: N/A
Attending: Yes
Karen Griffith Gordon
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Gilda Haranzo
BNY Mellon
RSVP Comments: N/A
Attending: Yes
Susan Hartley-Moss
EMM Wealth
RSVP Comments: N/A
Attending: Yes
Roberta Hatch
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Rich Hayes
Empire Valuation Consultants
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
Susan Hirshman
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Adrianne Hopper
Comerford & dougherty LLP
RSVP Comments: N/A
Attending: Yes
Veronique Horne
Berdon LLP
RSVP Comments: N/A
Attending: Yes
James Jacaruso
EisnerAmper LLP
RSVP Comments: N/A
Attending: Yes
Helena Jonassen
Evercore Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Jonathan Kadish
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
John Kahler
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Randy Kaufman
EMM Wealth
RSVP Comments: N/A
Attending: Yes
Kevin Kettell
Appraisal Economics
RSVP Comments: N/A
Attending: Yes
Max Klein
Palisades Hudson Financial Group LLC
RSVP Comments: N/A
Attending: Yes
Zoe Kreca
EMM Wealth
RSVP Comments: N/A
Attending: Yes
Scott Laffie
Laffie Financial Group
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
Oliviaq Le Blan
Douglass Winthrop Advisors LLC
RSVP Comments: N/A
Attending: Yes
Karin Lundell
Rower LLC
RSVP Comments: N/A
Attending: Yes
John Lynch
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Steve Maggi
SMA Immigration Law Firm
RSVP Comments: N/A
Attending: Yes
Yaakov Maline
Berdon LLP
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
Andrew McIntyre
Zurich GLobal Life
RSVP Comments: N/A
Attending: Yes
Eric Meermann
Palisades Hudson Financial Group LLC
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
Thomas Mingone
Capital Management Group of NY
RSVP Comments: N/A
Attending: Yes
Walter Montaigne
Bessemer Trust
Nonmember: Subscriber
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
Olha Paluch
PNC Wealth Management
RSVP Comments: N/A
Attending: Yes
Shikha Patel
Berdon LLP
RSVP Comments: N/A
Attending: Yes
Renita Persaud
Bessemer Trust Company, N.A.
RSVP Comments: N/A
Attending: Yes
Nicole Podendorf
EisnerAmper LLP
RSVP Comments: N/A
Attending: Yes
Vlad Portnoy
Law Offices of Vlad Portnoy, P.C.
RSVP Comments: N/A
Attending: Yes
Lisa Procopio
Schwartz & Salomon, P.C.
RSVP Comments: N/A
Attending: Yes
Joe Pucci
William Blair
RSVP Comments: N/A
Attending: Yes
Gordon Pyne
Capital Counsel LLC
RSVP Comments: N/A
Attending: Yes
Mark Rabinovich
Calamos Wealth Management
RSVP Comments: N/A
Attending: Yes
Ruth Raftery
Advanced Planning Educational Group, Inc. / AltaView Advisors LLC
Leadership: Board of Directors
RSVP Comments: N/A
Attending: Yes
George Raikos
Frankel Loughran Starr & Vallone LLP
RSVP Comments: N/A
Attending: Yes
James Reid
Reid Michaelis PLLC
RSVP Comments: N/A
Attending: Yes
Susanne Rhow
Brown Harris Stevens Residential Sales, LLC
RSVP Comments: N/A
Attending: Yes
Jason Ross
Empire Valuation Consultants
RSVP Comments: N/A
Attending: Yes
Marisa Rothstein
Baker Avenue Asset Management
RSVP Comments: N/A
Attending: Yes
Allison Rowoth
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
David Rudman
RSVP Comments: N/A
Attending: No
Joseph Salomon
Schwartz & Salomon, P.C.
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
Sareena Sawhney
Grassi & Co.
RSVP Comments: N/A
Attending: Yes
Maryann Schugmann
GRASSI & CO CPAS
RSVP Comments: N/A
Attending: Yes
Daniel Scott
Scott Law PLLC
RSVP Comments: N/A
Attending: Yes
Ronald Scott
MassMutual Metro New York
RSVP Comments: N/A
Attending: Yes
Abbe Shapiro
Fox Rothschild LLP
RSVP Comments: N/A
Attending: Yes
Richard Shaw
Bessemer Trust Company
RSVP Comments: N/A
Attending: Yes
Lisa Siegel
First Republic Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Judi Silverstein
Law Office of Judi Silverstein
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
Claire Steinman
Wingate, Kearney & Cullen, LLP
RSVP Comments: N/A
Attending: Yes
Mark Stenseth
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Jennifer Tse
Evercore Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Hannah Ursillo
Joel Isaacson & Co. LLC
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
Alan E. Weiner
Alan E. Weiner CPA, JD, LL.M.
RSVP Comments: N/A
Attending: Yes
David Weinstock
Mazars USA Wealth Advisors, LLC
Leadership: Board of Directors
RSVP Comments: N/A
Attending: Yes
Sam Wilson
Northern Trust
RSVP Comments: N/A
Attending: Yes
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