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The Board of Directors of the Estate Planning Council of New York City, Inc. is elected by the members to lead, formulate policy, and provide oversight to the operations of the Council.

Directors are here to serve you— so if you have any questions or concerns, please do not hesitate to contact any member of the board.

 

CLICK HERE TO LEARN MORE ABOUT THE 2018-2019 BOARD OF DIRECTORS.

 

PRESIDENT


Randy Kaufman
EMM


VICE PRESIDENT


David Weinstock
Weiser Capital Management


TREASURER


Juliet P. Kalib, Esq.
Kalib & Kalib 


SECRETARY


Ladidas Lumpkins

Prager Metis CPAs, LLC 


IMMEDIATE PAST PRESIDENT


Ruth Flynn Raftery 
WISS & Company, LLP 

 

 

DIRECTORS OF ACCOUNTING

Stephanie Hines
Director of Accounting (2016-2019)
EisnerAmper LLP
 

 

Lisa Rispoli
Director of Accounting (2017-2020)
GRASSI & CO CPAS


 

Richard Bader
Director of Accounting (2018-2021)
Janover LLC

 

 

 DIRECTORS OF BANKING

Michael Meltzer
Director of Banking (2016-2019) 
Tocqueville Asset Management L.P.

 

Lauren Rocklin
Director of Banking (2017-2020) 
US Trust, Bank of America Private Wealth Mgt.

 

Danielle White
Director of Banking (2018-2021)
Brown Advisory

 

 

DIRECTORS OF INSURANCE

Chad Reyes
Director of Insurance (2016-2019) 
Wealth and Legacy Group

 

Steven Goodman
Director of Insurance (2017-2020) 
SHG Planning

 

Erin Ardleigh
Director of Insurance (2017-2021) 
Dynama Insurance

   

DIRECTORS OF LAW

Caryn Keppler
Director of Law (2016-2019)
Putney, Twombly, Hall & Hirson, LLP

 

Adam Osterweil
Director of Law (2017-2020)
Frankfurt Kurnit Klein & Selz PC

 

Sherri Cohen
Director of Law (2018-2021)
Bonhams

 


CLICK HERE TO LEARN MORE ABOUT THE 2018-2019 BOARD OF DIRECTORS.

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

Juliet P. Kalib, Esq

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