Current Council Sponsors


Baker Tilly US, LLP | Kaitlin Bovear, Adina Kerkhoven, Jaime Lawson

Glenmede Trust Company | Mike Dellapa, Tyler O'Connor, Julian Scott

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

Gold Sponsor


Cresset Capital Management | Michelle Chapin, Lauren Watson

Annual Meeting Sponsor


BNY Wealth | AK Moody

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

Cortland Valuation Group, Inc. | Margaret Fischer, Akila Naranyan

Harrison LLP Samantha Beyda, Erin Galper, Sarah Moore Johnson, Meryl Mathews, Natasha McFarland, Amanda Sauer, Laura Stone

Tucker & Meltzer Valuation Advisors | Anne Meltzer, Jenifer Flynn
United Bank Wealth Management | Regan Lonchena, Bob Magielnicki

Vallit Advisors | Scott Cobb, Chris Rosenthal

Winged Keel Group | Carolyn Rogers

Silver Sponsor


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

Northern Trust | Ali Champion, Logan Winn | Reception/Annual Meeting Sponsor

Golf Tournament Hole Sponsor


Alex Brown Raymond James, KKM Wealth Partners Ken Killfoil, K.C. Koch, and Kris Morin

Alex Brown Raymond James, KKM Wealth Partners Ken Killfoil, K.C. Koch, and Kris Morin

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

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

Brighton Jones LLC | Mike Battaglia, Jimmy MacDonell

Brighton Jones LLC | Mike Battaglia, Jimmy MacDonell

Fisherbroyles | Adam Abramowitz, Gal Kaufman

Fisherbroyles | Adam Abramowitz, Gal Kaufman

HOLLEMAN | Vernon Holleman

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

Morgan Stanley Private Wealth Management | John Mongold

Morgan Stanley Private Wealth Management | John Mongold

Offit Kurman | Michelle Evans, Kenny Jefferson, John Lynham

Offit Kurman | Michelle Evans, Kenny Jefferson, John Lynham

Shulman Rogers | Justin DeVault

Shulman Rogers | Justin DeVault

Venable LLP | Jeanne Newlon, Emily Plocki, Douglas Siegler

Venable LLP | Jeanne Newlon, Emily Plocki, Douglas Siegler

Wilmington Trust

Wilmington Trust

Pickleball Sponsor


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

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