Philadelphia Estate Planning Council

Board of Directors

2022 - 2023 Board of Directors


President

James Revels
KPMG LLP


Vice President

Stephanie Sanderson-Braem
Stradley Ronon Stevens & Young, LLP


Treasurer

Christopher Borden, CFP
Stedmark Partners at Janney Montgomery Scott LLC
215-665-6296


Secretary

Jacklynn Barras
BNY Mellon Wealth Management


Immediate Past President

Eric Hildenbrand
Coho Partners

Directors - Terms Expiring 2023


Richard Bell
Planning Capital Management Corp.


Rachel Gross
American Jewish Committee


Julie Olley
Ben Franklin Technology Partners of Southeastern Pennsylvania


Alan Weissberger
Hirtle, Callaghan & Co.

Directors - Terms Expiring 2024


Michael DeFillipo
1847 Private Client Group


Kim V. Heyman


Thomas R. McDonnell
Andersen 


Erin McQuiggan
Duane Morris LLP

Directors - Terms Expiring 2025


James C. Kelly
Wells Fargo


Josh Niles
Haverford Trust Company


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


Tim Zeigler
Kamelot Auction House


Directors - Terms Expiring 2026


Fareeha Arshad
Glenmede Trust Company, N.A.


Leanne Evans
Raymond James & Associates


Sharon Greenberg
Isdaner & Company


Matthew Levitsky
Fox Rothschild LLP

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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