Professional Advisors Council
Leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work The Community Foundation for Greater New Haven to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning
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, Director and Branch Manager
UBS Financial Services Inc.
Atty. Elizabeth Ciccone, ASA, Director Valuation & Litigation Support
Atty. William Colwell, Principal
Parrett, Porto, Parese & Colwell, PC
Elena Dixon, ChFC®, CPFA, CAP®, Principal, Financial Advisor
Linden Wealth Advisors LLC
Atty. Susan Dupuis, MBA, Partner
Robin French, CPA
T.M. Byxbee Company, P.C.
Julie Gillespie, CPA, Partner
Simione Macca & Larrow, LLP
Michael Haggerty, Jr., CFP
UBS Financial Services, Inc.
Kate Houlihan, Vice President
CBIZ Insurance Services, Inc.
Bernadette Huang, Financial Planner
Kreitler Financial LLC
Melanie Kregling, CFP, AWMA, First Vice President, Wealth Management
Noble Wealth Advisors
Atty. Donna Levine
Law Office of Donna Levine
Atty. Lisa Newfield, Partner
Murtha Cullina Attorneys at Law
Logan Reed, CFP, CLU, CIMA
Janney Montgomery Scott
Atty. Diane Ruben, Partner
Winnick Ruben Hoffnung Peabody & Mendel, LLC
Atty. Constance Shields, Associate
Withers Bergman LLP
Atty. Ronald Soccoli, Jr.
Brenner, Saltzman & Wallman, LLP
Atty. Karen Yates, Partner
Withers Bergman LLP