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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 2020-2021 BOARD OF DIRECTORS.

 

PRESIDENT

 

Juliet P. Kalib, Esq.
Kalib & Kalib 


VICE PRESIDENT


Ladidas Lumpkins
Prager Metis CPAs, LLC 


TREASURER

 

Hank Snyder

JP Morgan Private Bank


SECRETARY


Lisa Rispoli

GRASSI & CO CPAS


IMMEDIATE PAST PRESIDENT


David Weinstock
MAZARS USA  WEALTH ADVISORS

 

 

DIRECTORS OF ACCOUNTING

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


 

Stephanie Hines
Director of Accounting (2019-2022)
EisnerAmper LLP

 

Christopher Wright
Director of Accounting (2020-2023)

Marks Paneth LLC

 

 

DIRECTORS OF BANKING

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


 

Ken Marino
Director of Banking (2019-2022) 
Neuberger Berman

 

Lauren Rocklin
Director of Banking (2020-2023) 
Bank of America Private Bank

 

 

DIRECTORS OF INSURANCE

Erin Ardleigh
Director of Insurance (2018-2021) 
Dynama Insurance

 

Brian Boak
Director of Insurance (2019-2022) 
USI Insurance Services

 

Dan Munroe
Director of Insurance (2020-2023)

AXA Advisors, LLC


 

DIRECTORS OF LAW

Sherri Cohen
Director of Law (2018-2021)
Bonhams


 

Michael Schwartz
Director of Law (2019-2022)
Curtis, Mallet-Prevost, Colt & Mosle LLP


 

Adam Osterweil
Director of Law (2020-2023)
Frankfurt Kurnit Klein & Selz PC

 


CLICK HERE TO LEARN MORE ABOUT THE 2020-2021 BOARD OF DIRECTORS.

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

Juliet P. Kalib, Esq

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