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Learn More about the 2019-2020 EPCNYC Board of Directors

 

 

David Weinstock, President

David Weinstock is a Financial Advisor and Principal of Mazars Wealth Advisors LLC, a subsidiary of Mazars USA LLP, and is responsible for client services involving Estate, Insurance and Investment Planning. He works directly with clients to develop & implement plans relating to their personal and/or business financial needs.

In 1988, David began his professional career in the field of accounting with Ernst & Whinney’s privately owned emerging business group. It was during this time that he gained the necessary experience and went on to successfully obtain his CPA designation. In 1991, David left the accounting world to work in the financial services industry. He has since focused on assisting high net worth individuals and business owners in carrying out Business, Succession & Estate Planning strategies. It was also during this period that David became a Field Representative with the Prudential Life Insurance Company and a NASD Registered Representative with Pruco Securities, Inc. He joined Mazars Wealth Advisors LLC in 2007. 

David has been a member of the New York State Society of CPAs, the American Institute of Certified Public Accounts and the National Association of Life Underwriters and speaks regularly to various industry associations and community groups. 
David is also a member of the Estate Planning Council of Greater New York.

David received his Bachelor of Science degree in Accounting from the State University of New York at Buffalo. He continued his education through the National Association of Life Underwriters and received the Life Underwriters Training Council Fellow.

 

Juliet P. Kalib, Vice President
Juliet Kalib is a trusts and estates attorney who focuses her practice on estate planning and estate administration. 

Prior to starting her own firm, Juliet worked in the trusts and estates departments at the law firms of Schlesinger Gannon & Lazetera LLP and Hartman & Craven LLP. She also practiced in the public sector in the Law Department of the New York County Surrogate’s Court, handling a variety of cases, including arts-related trusts and estates matters. 

Juliet has spoken to a variety of groups about estate planning and is a regular guest lecturer at Christie's Education, New York University’s SCPS program in Art Business and its Financial Planning Capstone course. 

She is a member of the executive board of Estate Planning Council of New York City, a member of the New York City Bar Association, an Advisory Council member of Total Alignment Wealth Advisors and a Business Partner of Tanglewood. She has also served as a member of the New York Regional Board of Hadassah and worked with the Arts Students League Exhibition Outreach Program. 

She has a B.A. in Art History from Emory University, a J.D. from Boston College Law School and an M.A. in Arts Administration from Columbia University. 

Juliet and her sister, Susan Kalib, formed Kalib & Kalib in 2014. They are based in New York City.
 
 

Ladidas Lumpkins, Treasurer

Ladidas Lumpkins is a Partner of the Trust & Estates Department of Prager Metis CPAs, LLC a member of Prager Metis International LLC. She has been working in the industry for over 15 years.

Ladidas provides strategic tax planning, compliance and consulting to high-net-worth families and their closely-held businesses.  She specializes in the U.S. taxation of individuals and trusts in multi-national and multi-generational family groups. Ladidas advises clients on domestic and cross-border estate, gift and income tax matters.

Ladidas has extensive teaching experience covering numerous tax topics, including as a visiting lecturer at the Experimental College at Tufts University for a highly-rated class that she designed and delivered entitled, Wealth, Tax and the American People.  Most recently she has been a guest speaker for the Estate Planning Council of Nassau County and the Foundation for Accounting Education (FAE).  

Ladidas is an attorney and a CPA. She holds a B.A. in Economics from Northeastern University, a J.D. from Suffolk University Law School, and an L.L.M. in Taxation from Boston University. 

 

 

Hank Snyder, Secretary

Hank Snyder is an Executive Director at J.P. Morgan Private Bank where he advises complex multigenerational families, individuals, entrepreneurs, public and private company executives, philanthropists, and related trusts and foundations. He works with clients and their accountants, lawyers and insurance professionals to establish an investment and wealth management plan that takes advantage of all of the applicable tax code provisions, as well as the proper use of trust vehicles, in order to tailor a tax efficient and advantageous near-term and long-term plan.


Prior to working in private banking and investment management, Hank was a senior securities litigator at law firms Pillsbury Winthrop and Bryan Cave where he specialized in representing public companies under investigation by regulatory authorities, usually the Securities and Exchange Commission.


As a recent Trustee (2007 -2017) of Choate Rosemary Hall, a $350 + million non-profit educational foundation, Hank possesses substantial knowledge on asset allocation, risk management and spending constraints with regard to non-profit endowments. He chaired the Audit, Finance, Compensation and Trusteeship Committees while serving on the Choate
Board and has particular knowledge on fiduciary and governance issues.


Hank's specialties are complex multi-generation trusts, foundations, single stock risk/10b5-1 Plans/ESOPS, Grantor Retained Annuity Trusts (GRATs) and Cash Balance Plans.


Hank is a Member and Secretary of the Board of Directors of the Estate Planning Council of New York City and is a Member of the Society of Trust and Estate Professionals.


Hank received his B.A. from The University of Pennsylvania and his law degree from The University of Connecticut School of Law where he was an Editor of The Law Review. 

 

 

Randy Kaufman, Immediate Past President

Randy Kaufman is a Senior Vice President focusing on EMM’s strategic growth as well as client relationship management. Randy’s expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, impact investing and philanthropy. Previously, she worked at Evercore Wealth Management as a Wealth Advisor, and at Federal Street Advisors, where she managed the firm’s Family Office Services. Randy also spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank and its predecessor, BankBoston, where she was the founder and managing director of the Wealth Strategies Group in Fleet Bank’s Private Client Group.


Before becoming a wealth adviser in 1998, Randy held various investment banking and tax structuring positions at J.P. Morgan and practiced corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison. She has been a featured speaker over the years on numerous topics, including Behavioral Finance and Philanthropy, The Integration of Business and Personal Issues and Estate Planning Strategies.

Randy is a senior advisor to the Wealth and Giving Forum and a member of both the Executive Committee and Board of Directors for the Estate Planning Council of New York City. She is a trainer for the Redwoods Initiative, which provides next-gen financial literacy educational programs. Randy also serves on the Advisory Board of Indego Africa and the Naomi-Berrie Diabetes Center, and on the Corporate Board of Bird & Stone, a sustainable jewelry company. Previously, she was a member of the Jewish National Fund’s Sapphire Society and the Board of Directors for Opportunity International. Randy is also a certified 21/64 Trainer, having received specialized training in how to engage the next generation of philanthropists. 

Randy earned her Juris Doctor at the University of Chicago and her Bachelor’s Degree at Middlebury College. 



Lisa Rispoli, Director of Accounting
Lisa is the Partner-in-Charge of Trust & Estate Services at Grassi & Co.  Lisa has an impressive 30 year career as a CPA with acclaimed success in the areas of estate and trust administration, individual taxation, income taxation of estates and trusts, and estate and gift tax. Lisa also has expertise in post-mortem planning and compliance, assisting executors in the complex process of administering the estate, and complex structures in estate planning. Her knowledge in these areas is complimented by her attention to detail of the individual needs and unique financial circumstances of each of her clients.

 

Prior to joining Grassi & Co. in September 2015, Lisa was the President and Founder of her own firm named Rispoli & Co. CPAs. Lisa started her own firm in 2000 after working at a Big 4 Firm.
Lisa is a recognized Estate Accounting Expert at various Surrogate Courts and works closely with many of tri-state’s leading attorneys and judges.


Lisa is recognized by the National Association of Estate Planners & Councils (NAEPC) as an Accredited Estate Planner (AEP).  This graduate level designation in estate planning allows Lisa to bring expertise in the field of multi-disciplinary planning.


Lisa has been recognized as one of the 2016 Honorees of Long Island’s Top 50 Women in Business by Long Island Business News. This honor recognizes the Island’s top women professionals for business acumen, mentoring and community involvement. Lisa is also a recipient of the 2017 Midas Award, which is awarded to individuals who exemplify quality in their professions and communities.

 

 

Richard Bader, Director of Accounting

 

 

 

 

 

 

 

 

 

 

 

 

 

Stephanie Hines, Director of Accounting 
Stephanie Hines is a Partner in the Personal Wealth Advisors Group. She has more than 15 years of tax compliance and consulting experience.

Stephanie provides expertise in planning and compliance for ultra-high and high net worth individuals in the areas of personal and fiduciary income taxation, estate tax matters, gift and succession planning, and transfer tax matters. In addition, she represents taxpayers before federal, state and local authorities. Stephanie’s client base includes constituents such as hedge fund managers, family offices, real estate professionals and entrepreneurs. She has been quoted in the Wall Street Journal and published in The Tax Advisor.

 

Lauren Rocklin, Director of Banking
Lauren Rocklin is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, located in our New York City office. Lauren advises families across a wide range of wealth transfer strategies and assists them in the creation and implementation of personal trusts. She also provides fiduciary expertise and oversight in the administration of various types of trusts and other fiduciary investment management accounts.

 

Prior to joining U.S. Trust, Lauren was a trusts and estates, tax and fiduciary litigation attorney at Withers Bergman in New York City. Her practice focused on trust, estate and succession related disputes involving trustees, beneficiaries, and guardians. She has appeared in Surrogate’s Courts throughout the Metropolitan area, as well as federal and state trial and appellate courts throughout New York State. In addition, Lauren has been involved in the creation, analysis and implementation of complex sophisticated estate plans and succession related transactions.

 

Lauren received a J.D. from Hofstra University School of Law; a B.A. from the University of Michigan, Ann Arbor; and completed the New York University Summer Institute Course in Taxation, introduction to trusts and estates. She is admitted to practice law in New York and Connecticut. Lauren has authored several published articles, and has been a guest speaker, on various trusts and estates related topics. She is a member of the New York City Estate Planning Council; the Art Law Committee of the New York City Bar Association; the New York State Bar Association (Trusts and Estates Section); a member of the Trusts and Estates Group Committee of the UJA-Federation of New York’s Lawyers Division; and a former member of both the Surrogate’s Court Committee and the Estate and Gift Tax Committee of the New York City Bar Association.


 

Danielle Barrett, Director of Banking 

 Danielle is a client advisor in our New York Office. Prior to joining the firm, she was a partner at Hillview Capital Advisors, managing client relationships and advising high net worth families on portfolio construction and asset allocation, estate planning & tax. She also led strategic growth for the firm. Prior to this, she was an assistant portfolio manager at Davy Stockbrokers Ireland. Danielle graduated with a dual business and French degree and MSc. in Finance from Trinity College Dublin. Danielle is a member of the NY Estate Planning Council and on the membership committee for the Council. She is also a member of the leadership council for Sadie Nash Leadership Project, and board member of Step Up.


Kenneth Marino, Director of Banking 

Kenneth J. Marino, CPWA®, CIMA®, Vice President, joined the firm in 2004. He serves as a Wealth Advisor Associate for Neuberger Berman Wealth Management, responsible for working directly with clients on the design and implementation of customized investment solutions. He is responsible for engaging with clients and assessing their financial situation to develop and implement a plan in line with their long-term goals and objectives, as it relates to estate, tax and retirement planning. Kenneth focuses on advising high net worth individuals, qualified retirement plans, foundations and endowments on investment strategy and asset allocation design. Prior to joining the firm, Kenneth was an equity trader with AXA Advisors, LLC, responsible for trade execution for numerous institutional clients. He received a BA in history from Loyola University in Maryland and an MBA in finance from the University of Richmond. He was awarded the Certified Investment Management Analyst®(CIMA®) designation in 2014 and the Certified Private Wealth Advisor® (CPWA®) in 2015. He is also a member of the Estate Planning Council of New York City, Investments & Wealth Institute, the New York Society of Security Analysts, the Junior Board of the Catholic Charities of the Archdiocese of New York, and the Advisory Committee of Cristo Rey High School (New York).



Steven Goodman, Director of Insurance
For more than 20 years, Steven Goodman has provided insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. He currently serves over 200 clients. Steven Goodman has authored numerous trade articles for leading trade journals, and has paired with some of the most respected names in banking and finance-among them JP Morgan Chase - to sponsor some 150 seminars about business succession and wealth preservation. His accomplishments have brought the attention of such publications as the New York Times. Steven Goodman is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University.


Erin Ardleigh, Director of Insurance
Erin Ardleigh is the founder and president of Dynama Insurance. Her goal is to make the insurance planning process more transparent and more accessible for her clients. As independent brokers, Erin and her team represent the country’s strongest and most reliable insurance companies and provide unbiased access to the most competitive products. Dynama Insurance provides life, disability, health and long term care insurance, as well as reviews of existing insurance policies. Areas of expertise include private client products and cross-border planning for international clients.
 
Erin says that the best part of her job is meeting smart, successful people. She is passionate about helping other business professionals, especially women. Erin serves on the Board of Directors for the Estate Planning Council of NYC and is an active member of the Financial Women’s Association. Women Unlimited, Inc. selected Erin to mentor women executives participating in their leadership development programs. Dynama Insurance hosts educational seminars for advisors and Erin has spoken at several professional organizations, including the Estate Planning Council. 
 
Erin has a Bachelor of Arts degree in Communication and Culture from the City University of New York. She lives in Williamsburg, Brooklyn, where she tries to keep up with the city’s culinary and artistic happenings. Erin is a member of the Advisory Board of the World Music Institute and a supporter of several NYC museums. A lifelong passion for travel has led Erin across all seven continents.


Brian Boak, Director of Insurance
Brian Boak has been in the insurance industry for over thirty years, starting as a Prudential agent, then managing a staff of agents, to partnering with another agent to grow an insurance and financial planning firm. Since 2000, he has worked specifically with family offices, highly successful families and their advisors to manage the risks associated with personal property and casualty.

In early 2018 he formed BOAKS Advisors to provide Fee-Only Insurance Advisory services for personal property and casualty, breweries and distilleries. Brian recently joined USI Insurance Services, the largest privately held insurance broker in the US with over 150 offices nationally. Using his extensive experience and USI’s national team, he manages the process of identifying and assessing risk, providing guidance and developing mitigation strategies to minimize personal exposures and offer superior custom solutions to maintain lifestyles.

In addition, Brian founded BOAKS Beer in 2007. Starting in 1999 from a MrBeer™ kit to contracting with two breweries and several distributors to bring BOAKS throughout New Jersey and Pennsylvania. After closing BOAKS in 2016, Brian stayed in the craft beverage world by advising breweries and distilleries on risk management and insurance needs. He is a current member of the Advisory Board for the University of Vermont’s Craft Beer Program. He also founded the Brewers Roundtable and Distillers Roundtable, a moderated peer-learning forum open to owners of breweries or distilleries to discuss all facets of running their business.

Brian started his educational path in the ‘90’s teaching LUTCF classes to new insurance agents for the American College. He has presented at the Financial Planning Association’s National Conference, APEG, Estate Planning Councils, firms that advise highly successful families, and is brought in as subject matter expert by Cal Lutheran, Texas Tech, and William Paterson Universities Financial Planning Undergraduate and MBA Program.

Brian lives in Wayne NJ with his wife Jan and mini-dachshund Jessie. He holds a BS in Finance and Marketing from the University of South Carolina. Currently, Brian is the on the Board and the Membership Chair of The Estate Planning Council of NYC and the Past-President of The Estate Planning Council of Rockland County. He holds thedesignation of Chartered Private Risk and Insurance Advisor, CLU and LUTCF. He is currently working on his CFP designation.

When Brian is not advising clients, he enjoys spending time with his grandchildren, cycling, tailgating and BBQ’ing at Giants Stadium and relaxing with Jan and Jessie.

 



Adam Osterweil, Director of Law
Adam J. Osterweil is counsel to the Estate Planning & Administration Group, focusing on estate, gift and income tax planning, as well as estate and trust administration.

Mr. Osterweil helps move clients toward their estate planning goals by drafting wills, insurance trusts, GRATs and other forms of trust agreements. Mr. Osterweil also works with executors and trustees in all aspects of estate and trust administration. 

Prior to joining Frankfurt Kurnit, Mr. Osterweil was an associate in the Private Clients Group of Cummings & Lockwood, LLC advising clients on estate planning and estate and trust administration. 

He is a member of the American Bar Association, New York State Bar Association and Connecticut Bar Association. He is admitted to practice in New York and Connecticut state courts.

 

 

 

Sherri Cohen, Director of Law

Sherri Cohen is a Vice President and Director at Bonhams in the Trusts and Estates Department in New York.  She leads the New York Trusts and Estates team in assisting executors, fiduciaries and families in the valuation and sales of the tangible personal property including everything from Asian Art, fine art, jewelry to motor cars and rare books. 


Before joining Bonhams, Sherri served as Chief Underwriting Counsel at ARIS, an A-rated art title insurance company, where she led the due diligence on complex global art transactions.  

 

Previously, Sherri worked at a New York state agency helping claimants to recover property which was lost, looted or sold under duress from 1933 to 1945 due to Nazi persecution.  Sherri started her career as an Associate at Jones Day and worked on litigation and corporate matters.

 

Sherri is qualified to practice law in New York as well as a Solicitor qualified to practice law in the United Kingdom.  She is a member of numerous art and trust and estates focused organizations including the New York City Bar Association Trusts, Estates & Surrogates Courts Committee; STEP (Society of Trust and Estate Practitioners); PAIAM (Professional Advisors to the International Art Market) and the New York-Historical Society Planned Giving Advisory Council.  She is also a member of her alma mater Emory University’s Emory College Alumni Board.

 

Sherri is a frequent speaker on art market issues including ownership, valuation and authenticity and has spoken before legal bar associations, museum groups and academic institutions in New York, New Jersey and London.

 

Sherri earned her undergraduate degree with a double major in Art History and Political Science from Emory University, followed by a law degree from American University Washington College of Law.  Sherri lives in New York City with her husband, two daughters and beloved Bernese Mountain Dog. 

 

 

 

Michael Schwartz, Director of Law
Mr. Schwartz is a partner in the Private Client and the Trusts and Estates practice groups at Curtis, Mallet-Prevost, Colt & Mosle LLP. His practice focuses on domestic and multijurisdictional estate and succession planning for high net worth individuals, extending to all facets of estate, gift and generation-skipping transfer tax planning.  Mr. Schwartz’s practice also encompasses all phases of estate and trust administration. He also has extensive experience with gift and estate tax audits.
 
Mr. Schwartz is a frequent speaker and author and is involved in several professional organizations.  For example, he currently serves as the First District Representative for the Trusts and Estates Section of the New York State Bar Association.  In addition, he is a Fellow of the American College of Trust and Estate Counsel (ACTEC).

 

 

 


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

Juliet P. Kalib, Esq



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