Montefiore’s Professional Advisors includes attorneys, accountants, financial planners, stockbrokers, trust officers, money managers, insurance advisors, real estate professionals, bankers, appraisers and others who work in a charitable gift planning advisory role. In addition to networking opportunities for its members, we plan to call on our advisors to provide educational talks to our trustees as a regular component of board meetings and community forums on their areas of expertise at both Montefiore and The Weils.
Learn about changes in IRA Rollover rules for 2012 and 2013.
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Professional Advisors
Barbara Bellin Janovitz, Chair
Reminger Co., LPA
Rebecca Bar-Shain, Financial Planner
Cedar Brook Financial Partners, LLC
Sandra J. Buzney, J.D., LISW
Sandra J. Buzney, CO LPA
Greg S. Cowan, CPA, CFP
Bernstein Wealth Management
Bruce E. Cweiber,
Precision Title Agency, Inc.
Grant Davis, Senior VP
Davis Frayman Financial Group of Raymond James & Associates
Elaine B. Eisner, J.D.
Eisner Gohn Group
Howard S. Essner, J.D.
Inverness
Scott Fischer, Senior Financial Advisor
Merrill Lynch
Alan Goldstine, CPA
Libman, Goldstine, Kopperman & Wolf
Andrew W. Hoffmann, VP
Cosmo Corporation
Barbara Bellin Janovitz, Esq.
Reminger Co., LPA
Robert M. Lustig, Esq.
Lustig, Evans & Lucas Co.
Larry Mack, Executive VP
Key Bank
Lisa Michel, J.D., CETA
Key Bank
David G. Millet, Esq., VP
The Westerman Group LLC
Lisa Wheeler Neely, Senior Relationship Manager
The Proper Analysis
David Orloff
The Oswald Company
Nancy Polk, CPA
David L. Polk & Company
David Polk, CPA
David L. Polk & Company
Yvgenia Probst, Financial Advisor
Skylight Financial
Dale Rubin, LUTCF
Beacon Financial Partners
Donald S. Scherzer, Partner
Roetzel & Andress, LPA
Brad Schlang, CFP
Cedar Brook Financial Partners, LLC
Dennis Schwartz, VP
Davis Frayman Financial Group of Raymond James & Associates
Walter S. Schwartz, Managing Director
Merrill Lynch
Andrea H. Sheets, CPA
Zinner & Co
Marty Weisblatt, Esq.
Frederick N. Widen, Partner
Ulmer & Berne