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The members of the Executive Committee of Professional Advisors have volunteered to meet with donors or potential donors who face particularly complex estate planning issues. They also serve as counsel and provide input for the many continuing education programs that the Foundation provides its professional advisors.
The members of the Executive Committee serving as counsel to the Community Foundation are:
Leonard J. Adler, Esq. - Managing Director, JP Morgan Private Bank, Wealth Advisory Group, in Palm Beach
James B. Bertles, Esq. – President, Tiedemann Wealth Management, LLC, in Palm Beach
Jo Ann Engelhardt, Esq. - Managing Director of Bessemer Trust, in Palm Beach
Ronald L. Fick, Esq. - A shareholder with Dunwody, White & Landon, P.A., in Palm Beach
Kenneth M. Hart, Esq. - A shareholder and member of the Corporate Department for Gunster, Yoakley & Stewart, P.A., in West Palm Beach.
William T. Hennessey III, Esq. - Gunster Yoakley & Stewart, P.A. in West Palm Beach
Thornton M. Henry, Esq. - A shareholder and the Chairman of the Private Client Services Group, Jones, Foster, Johnston & Stubbs, P.A., in West Palm Beach
Marjorie A. Horwin - Partner, Morrison, Brown, Argiz & Farra, LLP in Boca Raton
Erik E. Joh, Esq. - An attorney with his own practice in Boynton Beach
G. Randolph Macpherson, CPA - Managing Director, WTAS LLC in West Palm Beach
Peter Matwiczyk, Esq. - A partner with Matwiczyk & Brown, LLP, in West Palm Beach
Victoria W. Peaper Esq. - Wilmington Trust FSB in North Palm Beach
David Pratt, Esq. - Partner with Proskauer Rose, LLP, in Boca Raton
James Sopko, Esq. - A partner with Kramer, Sewell, Sopko & Levenstein in Stuart
Donald R. Tescher, Esq. - President, Tescher & Spallinia, P. A. in Boca Raton.
James Bertles is Chair of the Executive Committee of Professional Advisors. Leonard Adler is Vice Chair. |