Professional Advisors Council
Leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work with The Community Foundation for Greater New Haven to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning
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The purpose of the Professional Advisors Council (PA Council) is to serve as a collaborative body of experts – composed of leaders in the allied advisory fields including estate planning, wealth advising, accounting, financial planning, and insurance among others – who together with The Community Foundation for Greater New Haven staff advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning. Through our united expertise, we aim to identify opportunities to maximize philanthropic impact which benefits client relationships, donor satisfaction and our shared community.
PA Council Members
Andrew Babiak
UBS Financial Services Inc.
Bio
Thomas Beirne III, CFP®
The Washington Trust Company, Halsey Associates
Bio
John Caserta, ChFC®, Managing Director
Caserta & de Jongh
Bio
Atty. Elizabeth Ciccone, Director Valuation & Litigation Support
Marcum LLP
Bio
Atty. William Colwell
Parrett, Porto, Parese & Colwell PC
Bio
Elena Dixon, ChFC®, CPFA, CAP®
Linden Wealth Advisors LLC
Bio
Robin French, CPA
T.M. Byxbee Company PC
Bio
Julie Gillespie, CPA
Simione Macca & Larrow LLP
Bio
Kate Houlihan
CBIZ Insurance Services Inc.
Bio
Bernadette Huang
Kreitler Financial LLC
Bio
Melanie Kregling, CFP®, AWMA
Noble Wealth Advisors
Bio
Jairo Lemos, MBA, AIF®
Gateway Financial Partners
Bio
Atty. Donna Levine
Law Office of Donna Levine
Bio
Atty. Lisa Newfield
Murtha Cullina Attorneys at Law
Bio
Logan Reed, CFP®, CLU®, CIMA
Janney Montgomery Scott
Bio
Atty. Diane Ruben
Winnick Ruben Hoffnung Peabody & Mendel LLC
Bio
Atty. Constance Shields
Withers Bergman LLP
Bio
Atty. Ronald Soccoli Jr.
Brenner, Saltzman & Wallman LLP
Bio
Atty. Karen Yates
Withers Bergman LLP
Bio
