News & Press https://www.epcnyc.com/news/default.asp Wed, 10 Jun 2026 11:35:10 GMT Mon, 14 Feb 2022 18:14:51 GMT Copyright © 2022 Estate Planning Council of New York City Inc. Welcome January 2022 New Members https://www.epcnyc.com/news/news.asp?id=595558 https://www.epcnyc.com/news/news.asp?id=595558  
Glenn Busch, Law Office of Glenn Busch, P.C.
Laura Brancato, Littman Krooks
James Cantela, Merrill Lynch Wealth Management
Kathleen Citera, Grimaldi Yeung Law Group, LLP
Jennifer Garland Ross, Art Peritus LLC
Bradley Kelly, Bank of New York Mellon Wealth Management
Román Ortega-Cowan, White Bird PLLC]]> Mon, 14 Feb 2022 19:14:51 GMT Welcome October 2021 New Members https://www.epcnyc.com/news/news.asp?id=593782 https://www.epcnyc.com/news/news.asp?id=593782 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Michael Hymes, Shufro Rose & Co. LLC

K. Eli Akhavan, Norton Rose Fulbright US LLP

]]> Tue, 26 Oct 2021 05:00:00 GMT Welcome June 2021 New Members https://www.epcnyc.com/news/news.asp?id=571948 https://www.epcnyc.com/news/news.asp?id=571948 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Regina Suki Moran, JP Morgan Chase, N.A.

Sarah Kamman, JP Morgan Private Bank
Thomas Nagy, JP Morgan Private Bank
]]> Thu, 1 Jul 2021 16:07:14 GMT Welcome March 2021 New Members https://www.epcnyc.com/news/news.asp?id=557107 https://www.epcnyc.com/news/news.asp?id=557107 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Carrie Z. Michaelis, Reid Michaelis PLLC

John Pugliese, Alliant Insurance Services
Jason Ross, BDO USA, LLP

]]> Fri, 19 Mar 2021 14:29:23 GMT Welcome January 2021 New Members https://www.epcnyc.com/news/news.asp?id=548916 https://www.epcnyc.com/news/news.asp?id=548916 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Jeffrey T. DiNapoli, Morgan Stanley
David Flores Wilson, Sincerus Advisory
Alison Besunder, Goetz Fitzpatrick LLP

 
]]> Mon, 25 Jan 2021 17:50:05 GMT Welcome November 2020 New Member https://www.epcnyc.com/news/news.asp?id=538772 https://www.epcnyc.com/news/news.asp?id=538772 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Craig L. Venokur, Adelman Katz & Mond, LLP

]]> Thu, 12 Nov 2020 17:01:36 GMT Welcome October 2020 New Members https://www.epcnyc.com/news/news.asp?id=531551 https://www.epcnyc.com/news/news.asp?id=531551 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Kaitlyn Blanchard, Mosses & Singer LLP

 

Lee Weinstein, LW Solutions/Mastivita Solutions Inc/Insight Financial

 

Bjorn Midtlyng, AltaView Advisors

]]> Wed, 21 Oct 2020 14:22:37 GMT Welcome July 2020 New Members https://www.epcnyc.com/news/news.asp?id=518754 https://www.epcnyc.com/news/news.asp?id=518754 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Dan DiLella, Hotaling Insurance Services

 

Robert Adler, Adler & Adler

]]> Fri, 24 Jul 2020 18:03:37 GMT Welcome June 2020 New Members! https://www.epcnyc.com/news/news.asp?id=510979 https://www.epcnyc.com/news/news.asp?id=510979 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Rozleen Giwani

 

Frazier Rice 

]]> Thu, 4 Jun 2020 14:07:39 GMT Welcome March 2020 New Members https://www.epcnyc.com/news/news.asp?id=498135 https://www.epcnyc.com/news/news.asp?id=498135 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Matthew Ricks


Svetlana Zagorina


Michael Pechersky


Gabriel Sakellaridis


Andrew Reinhart

 

 
]]> Mon, 30 Mar 2020 15:14:18 GMT Welcome January 2020 New Members https://www.epcnyc.com/news/news.asp?id=487296 https://www.epcnyc.com/news/news.asp?id=487296 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll: 

 

Michael Feinfeld
Vincent Gatto
Geoff Malcolm
Alexis McCormack
Rita Singer
Suzanne Sweeney
Meridith Roy
David Gulman
Anna Brusco
]]> Thu, 30 Jan 2020 21:03:33 GMT Welcome November 2019 New Members https://www.epcnyc.com/news/news.asp?id=478681 https://www.epcnyc.com/news/news.asp?id=478681 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Alistair Christopher, Withers Bergman LLP
Dina Friedman, JP Morgan
Josh Kaplan, Dechert LLP
Amanda Regnier, CIBC Private Wealth Management
Michael Rudegair, Anchin, Block & Anchin

]]> Tue, 19 Nov 2019 22:00:02 GMT Welcome September 2019 New Members! https://www.epcnyc.com/news/news.asp?id=471601 https://www.epcnyc.com/news/news.asp?id=471601 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

 

Daniel Axelrod, Bernstein Private Wealth Management
Jennifer Cayetano, American Cancer Society
William Connor, BakerAvenue
Ellen Galluccio, National Philanthropic Trust
Gina Grippo Martinez, United Asset
Sharon Klein, Wilmington Trust
James Kosakow, McLaughlin & Stern
Daniel Munroe, AXA Advisors
Joe Pucci, William Blair
Caroline Seaton, JP Morgan
Carrie Whittaker, Koplin Consulting
Leila Zahka, Bank of America Private Bank

]]> Thu, 26 Sep 2019 18:48:26 GMT Welcome March 2019 New Members! https://www.epcnyc.com/news/news.asp?id=444503 https://www.epcnyc.com/news/news.asp?id=444503
Laura Cowan, Law Office of Lauren E. Cowan
Susan Hirshman, Morgan Stanley
Ani Hovanessian, Venable LLP
Mark Martiak, Premier Wealth Advisors LLC
Jacqueline Newman, Berkman Bottger Newman & Rodd LLP
Stephen Perl, Calamos Wealth Management
John Samuels, Better Health Advisors
Sareena Sawhney, Grassi & Co
Claudine Welti, BNY Mellon]]> Mon, 1 Apr 2019 16:31:23 GMT Welcome January 2019 New Members! https://www.epcnyc.com/news/news.asp?id=436592 https://www.epcnyc.com/news/news.asp?id=436592 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Noelle Abrams, Tocqueville Asset Management, LP
John Araneo, Merrill Lynch
Brad Burton, TIAA
Andrea  Luengo, Bessemer Trust
Ivy Menchel, Sagemark Consulting
Vlad Portnoy, Law Offices of Vlad Portnoy, P.C.
Mark Rabinovich, Calamos Wealth Management
Pasquale Rafanelli, Grassi & Co
Emily Thompson, Emigrant Bank Fine Art Finance]]> Fri, 1 Feb 2019 20:03:44 GMT Welcome November 2018 New Members! https://www.epcnyc.com/news/news.asp?id=430135 https://www.epcnyc.com/news/news.asp?id=430135 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Thomas Boczar, Intelligent Edge Advisors, LLC
Eric Engelhardt, US Trust
Leslie Fitting, Dynama Insurance
Kirsten Georges, Fiduciary Trust Company International
Andrew Katzenberg, Kleinberg, Kaplan, Wolff & Cohen, P.C.
Zoe Kreca, EMM
Nora Reinhart, US Trust
Allison Rowoth, US Trust
Lara Sass, Lara M. Sass, PLLC
Jeff Wyble, Fidelity Investments
Joshua Zimmerman, Ernst & Young LLP
 

Along with the new firm members:

 

BNY Mellon Wealth Management

Capital Counsel LLC
CJW Financial Associates

 


Welcome to the Council!

]]> Tue, 11 Dec 2018 18:03:43 GMT Welcome September 2018 New Members! https://www.epcnyc.com/news/news.asp?id=419549 https://www.epcnyc.com/news/news.asp?id=419549
James Jacaruso, EisnerAmper LLP
Melissa Milich, Kozusko Harris Duncan LLP
Gregory Rosica, Ernst & Young LLP
Stephanie Vitti, Morgan Stanley

Welcome to the Council!]]> Mon, 24 Sep 2018 17:57:07 GMT Welcome July 2018 New Members https://www.epcnyc.com/news/news.asp?id=409587 https://www.epcnyc.com/news/news.asp?id=409587 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Joseph Donohue, Donohue, O'Connell & Riley PLLC
Elliot Doyle, Buckingham Strategic Wealth
Berk Nowak, Brown Advisory

 

We would also like to welcome KAP Planning, Ltd. as a new firm member.

 

Welcome to the Council!

]]> Wed, 18 Jul 2018 16:05:54 GMT Welcome September 2017 New Members! https://www.epcnyc.com/news/news.asp?id=364632 https://www.epcnyc.com/news/news.asp?id=364632 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:


Craig Allen, Brown Brothers Harriman Trust Company
Ayham Bahnassi, Wells Fargo Private Bank
Elizabeth Grimm, Phillips
Aaron Hertsgaard, Chubb Personal Risk Services
Jodi Lipka, Putney, Twombly, Hall & Hirson LLP
Kevin Matz, Stroock & Stroock & Lavan LLP
Robert Moses, Moses Ziegelman & Kornfeld LLP
Ed Oh, Brown Brothers Harriman Trust Company
John Oler, JSBO Realty & Capital Inc.
Elissa Rizzo, The Northern Trust Company

Welcome!

]]> Wed, 20 Sep 2017 20:19:03 GMT Welcome March 2017 New Memebrs! https://www.epcnyc.com/news/news.asp?id=337294 https://www.epcnyc.com/news/news.asp?id=337294 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:


Louis Cannataro, Louis S. Cannataro
Dion Demetropoulos, Andersen Tax LLC
Adam Grossman, U.S. Trust, Bank of America
Heather Perlmutter, Tocqueville Asset Management
Susanne Rhowe, Engel & Volkers New York City
David Spacht,  Pryor Cashman LLP
Loren Weiss, UBS Private Wealth Management


Welcome!

]]> Fri, 24 Mar 2017 20:37:22 GMT Welcome January 2017 New Members! https://www.epcnyc.com/news/news.asp?id=327812 https://www.epcnyc.com/news/news.asp?id=327812 Welcome New Members!
January 2017


As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Jonathan Curry-Edwards, Friedman LLP
Carl Fiore, Andersen Tax LLC
Paul Hansen, Morgan Stanley
Karen Heller, BIOC CRE
Thomas Marvits, Neuberger Berman
Mindy Stern, Schwartz Sladkus Reich Greenberg Atlas LLP
Chris Schimmel, Wells Fargo

and welcome to our new firm membesr: Marshall & Stevens and Baker Avenue Asset Management

 

Welcome!

]]> Wed, 25 Jan 2017 20:03:54 GMT Welcome September and November 2016 New Members https://www.epcnyc.com/news/news.asp?id=322152 https://www.epcnyc.com/news/news.asp?id=322152

Welcome New Members!
September and November 2016 


As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Brian Boak Risk Strategies Company
Raymond Dragon Anchin, Block & Anchin LLP
Kyle Edmonds Atlantic Trust Private Wealth Management
John Gianni Valley National Bank
Ann Herrero Hudson Peak Wealth Advisors
Kevin McElroy Valuation Services Inc.
Shannon McNulty Law Offices of Shannon P. McNulty
Ellen Morgenthal Popular Community Bank
Sherri North Cohen Bonhams
Ariel Roth Morrison Cohen LLP
Laura Salibello Brown Brothers Harriman
Linda Selvin Appraisers Association of America
Reed Smith Brown Brothers Harriman
Elizabeth Sullivan Merrill Lynch Wealth Management



and welcome to our new firm member: Winston Art Group

 

Welcome!

]]> Wed, 14 Dec 2016 18:30:59 GMT Welcome March 2016 New Members! https://www.epcnyc.com/news/news.asp?id=281369 https://www.epcnyc.com/news/news.asp?id=281369 As voted on Tuesday by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Melissa Abbott, Raiche Ende Malter & Co, LLP
Richard Bader, Janover LLC
David Bishop, New York Life - Eagle Strategies
Andrew Blumenthal, EMM
Nathan Gallagher, FMV Opinions, Inc.
Deborah Hammett, Adelman Katz & Mond LLP
Ernie Osle, UBS Financial Services Inc.
Lisa Rispoli, Grassi & Co CPAs PC
Magda Szabo, Grassi & Co CPAs PC

and welcome to our new firm member: First Republic Trust Company

Welcome!

]]> Thu, 24 Mar 2016 18:13:57 GMT Welcome April New Members! https://www.epcnyc.com/news/news.asp?id=228621 https://www.epcnyc.com/news/news.asp?id=228621 As voted on by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Anta Cisse-Green, Akin Gump Strauss Hauer & Feld LLP
Richard Shaw, Bessemer Trust
Catherine Shelley, BNY Mellon Wealth Management
Mira Weiss, Weiss Law Group

Welcome!

]]> Mon, 27 Apr 2015 19:39:15 GMT Welcome March New Members! https://www.epcnyc.com/news/news.asp?id=223694 https://www.epcnyc.com/news/news.asp?id=223694 As voted on yesterday by the EPCNYC Board of Directors, we would like to welcome the following individuals to the membership roll:

Jennifer Jones, Winston Art Group
Michael Levy, Law Office of Michael C. Levy
Adam Osterweil, Frankfurt Kurnit Klein & Selz PC
Michael Schwartz, Pioneer Financial, Northwestern Mutual

Welcome!

]]> Fri, 27 Mar 2015 16:54:04 GMT