Current Council Sponsors

Current Program Sponsor


Bessemer Trust | Leslie Wood Bradenham, Elizabeth Delo, Thomas Harrison, Cathy Tran | Heckerling Webinar

2024-2025 Program Sponsors


BDO | Matt Bart

Glenmede Trust Company | Mike Dellapa, Tyler O'Connor

PNC Wealth Management | Max Barger, Elizabeth Kim-Wei, Kris Morin

Golf Tournament Albatross Sponsor


Marcum | Daniel Cohen

Northern Trust | Ali Champion, Karen Wawrzaszek, Logan Winn | ALBATROSS

Golf Tournament Ace Sponsor


Baker Tilly US, LLP | Kaitlin Bovear, Robert Hottle, Jaime Lawson

Valuation Services, Inc. | Jeff Bae, Emrah Kocak, Craig Stephanson

Golf Tournament Birdie Sponsor


Aprio | Alison Olsen, Eric Smith

Buchanan Ingersoll & Rooney, PC | Josh Headly, Carol Kelley, Elizabeth Minnigh

Cortland Valuation Group, Inc. | Margaret Fischer, Akila Narayanan | Birdie

Cresset Capital Management | Michelle Chapin, Lauren Watson

Lerch, Early & Brewer, Chtd. | Frank Baldino, Will Hellams, Amanda Sauer McGrath

Tucker & Meltzer Valuation Advisors | Anne Meltzer, Jenifer Flynn | Birdie

West Financial Services | Glen Buco, Victoria Henry

Golf Tournament Hole Sponsor


Andersen | Scott Boyd, Dal Ginsburg, Eric Sanders, Keegan Stroup, Ben Supowit

Bonhams | Maura Ross

Brighton Jones LLC | Mike Battaglia, Jimmy MacDonell

HOLLEMAN | Vernon Holleman
Law Offices of James Larry Frazier | Larry Frazier

Morgan Stanley Private Wealth Management | John Mongold

New Edge Wealth | Anneke Niemira

Shulman Rogers | Justin DeVault

Stein, Sperling, Bennett, De Jong, Driscoll PC | Adam Abramowitz, Micah Bonaviri, Steven A. Widdes

Stout | Joe Estabrook

United Bank Wealth Management | Regan Lonchena, Bob Magielnicki

Venable LLP | A.K. Moody, Jeanne Newlon, Chelsea Rubio, Douglas Siegler, Stefan Tucker

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