Board of Directors

President

Christopher Borden, CFP®, AEP®
Stedmark Partners at Janney Montgomery Scott LLC

Vice President

Jacklynn Barras, JD, LLM
BNY Mellon Wealth Management

Treasurer

Alan Weissberger
Hirtle, Callaghan & Co.

Secretary

Fareeha Arshad, CFA, CFP®
Glenmede Trust Company, N.A.

Immediate Past President

Stephanie Sanderson-Braem, Esq.
Stradley Ronon Stevens & Young, LLP

James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP, CEPA
Wells Fargo

Josh Niles
Haverford Trust Company

Bradley D. Terebelo, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.

Tim Zeigler
Kamelot Auction House

Michael DeFillipo, CLU, ChFC
1847 Private Client Group

Leanne Evans, CFP®
Raymond James & Associates

Sharon Greenberg, MS, CPA
Isdaner & Company

Matthew Levitsky, Esq.
Fox Rothschild LLP

Richard Bell
Planning Capital Management Corp.

Jillian Kukucka
Glenmede Trust Company, N.A.

Shane Johnson, CLU, ChFC
Perspective Financial Group, an Alera Group Company

Lisa Mittelman, JD, CPA
Bank of America Private Bank

Renzo Cerabino
PNC Private Bank

Kim V. Heyman, JD, LLM (tax), AEP®
Pathstone

Rachel Kieser
Armanino