Current Council Sponsors

Gold Sponsor


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

Annual Meeting Sponsor


Cresset Capital Management | Michelle Chapin, Lauren Watson

Silver Sponsor


BNY Wealth | AK Moody

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

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

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

Golf Tournament Albatross 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

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

Brighton Jones LLC | Mike Battaglia, Jimmy MacDonell

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

Fisherbroyles | Adam Abramowitz, Gal Kaufman

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

Morgan Stanley Private Wealth Management | John Mongold

Offit Kurman | Michelle Evans, Kenny Jefferson, John Lynham

PNC Private Bank | Elizabeth Kim-Wei

Shulman Rogers | Justin DeVault
United Bank Wealth Management | Regan Lonchena, Bob Magielnicki

Venable LLP | Jeanne Newlon, Emily Plocki, Douglas Siegler

Wilmington Trust

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