Board of Directors

President

J.R. Burke, CLU, ChFC, CFP®
Perspective Financial Group, LLC
jrburke@pfg1976.com
610-854-0035

Vice President

Scott Isdaner, CPA, JD
Isdaner & Company LLC
sisdaner@isdanerllc.com
610-668-4200

Treasurer

Andrew J. Haas, Esq.
Blank Rome LLP
haas-a@blankrome.com
215-569-5479

Secretary

Eric Hildenbrand, CFA
Coho Partners
ehildenbrand@cohopartners.com
610-981-4444

Immediate Past President

Richard M. Schwartz
J.P. Morgan Private Bank
richard.m.schwartz@jpmorgan.com
215-640-3610

Rachel A. Gross, Esq.
Jewish Federation of Gr. Philadelphia
rgross@jfgp.org
215-832-0572

Kevin Manning, CFP®
Stone Pine Financial Partners
kmanning@stonepinefinancial.com
610-291-9459

James Revels, CPA, MST
Citrin Cooperman
jrevels@citrincooperman.com 
215-545-4800 x4161

Anthony Weiss, JD, LLM, CPA
Citi Private Bank
anthony.weiss@citi.com
267-597-3015 

Christopher Borden, CFP
Stedmark Partners at Janney Montgomery Scott LLC
cborden@janney.com
215-665-6296

Jill R. Fowler, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.
jrfowler@htts.com 
610-940-4181

Thomas R. McDonnell
Andersen Tax
thomas.r.mcdonnell@andersentax.com
215-664-0361

Erin McQuiggan
Royer Cooper Cohen Braunfeld LLC
emcquiggan@rccblaw.com
484-362-2637

Jacklynn Barras
BNY Mellon Wealth Management
jacklynn.barras@bnymellon.com
215-553-2546

Scott Lillis
Bessemer Trust
lillis@bessemer.com
215-902-9180

Josh Niles
Haverford Trust Company
jniles@haverfordquality.com
610-995-8719

Stephanie Sanderson-Braem
Stradley Ronon Stevens & Young, LLP
ssanderson-braem@stradley.com
856-414-6356

Fareeha Arshad
Glenmede Trust Company, N.A.
fareeha.arshad@glenmede.com
215-419-6152

Leanne Evans
Alex. Brown
leanne.karr@alex-brown.com
215-854-1510

Glenn A. Henkel
Kulzer & DiPadova, P.A.
gah@kulzerdipadova.com
856-795-7744