2026 - 2027 Board of Directors
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PresidentAlan Weissberger, Esq. Hirtle & Co.
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Vice PresidentFareeha Arshad, CFA, CFP® Glenmede Trust Company, N.A.
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Treasurer
Tim Zeigler Kamelot Auction House
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Secretary
Matthew Levitsky, Esq. Fox Rothschild LLP
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Immediate Past President
Jacklynn Barras, JD, LLM
BNY Wealth Management
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Directors - Terms Expiring 2027
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Richard Bell, CKA Waverly Advisors
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Jillian Kukucka Glenmede Trust Company, N.A.
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Shane M. Johnson CLU®, ChFC®, RICP, AEP® Perspective Financial Group, an Alera Group Company
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Lisa Mittelman, JD, CPA Bank of America Private Bank
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Directors - Terms Expiring 2028
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Renzo Cerabino, J.D., MBA, CFP®, CLU®
WhartonHIll Investment Advisors
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Kim V. Heyman, JD, LLM (tax), AEP® Pathstone
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Erin McQuiggan, Esq.
Duane Morris LLP
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Directors - Terms Expiring 2029
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Andrew Barron, Esq. Stradley Ronon
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James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP®, CEPA Northwestern Mutual
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Andrew Logan, Esq. Cozen O'Connor
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Lindsey Pierce Haverford Trust Company
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Directors - Terms Expiring 2030
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Brittany Camp, Esq. Heckscher, Teillon, Terrill & Sager, PC.
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Michael DeFillipo, CLU, ChFC 1847 Private Client Group
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Leanne Evans, CFP® Raymond James & Associates
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Rebecca Norris, CPA
Aprio
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Calendar
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America/New_York
Thursday, August 13, 2026 1:30 PM
Pickle Place, 1850 N. Gravers Rd. Suite 200 Plymouth Meeting PA
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America/New_York
Tuesday, September 01, 2026 11:30 AM
Virtual Meeting
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America/New_York
Wednesday, September 23, 2026 3:30 PM
The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
2026-2027 Platinum Sponsors
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