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.
Bio

Thomas Beirne, CFP, Vice President, Senior Wealth Management Planning Officer
The Washington Trust Co., Halsey Associates
Bio

John Caserta, ChFC, Managing Director
Caserta & De Jongh
Bio

Atty. Elizabeth Ciccone, ASA, Director Valuation & Litigation Support
Marcum LLP
Bio

Atty. William Colwell, Principal
Parrett, Porto, Parese & Colwell, PC
Bio

Elena Dixon, ChFC®, CPFA, CAP®, Principal, Financial Advisor
Linden Wealth Advisors LLC
Bio

Atty. Susan Dupuis, MBA, Partner
Marcum LLP
Bio

Robin French, CPA
T.M. Byxbee Company, P.C.

Julie Gillespie, CPA, Partner
Simione Macca & Larrow, LLP
Bio

Michael Haggerty, Jr., CFP
UBS Financial Services, Inc.

Kate Houlihan, Vice President
CBIZ Insurance Services, Inc.
Bio

Bernadette Huang, Financial Planner
Kreitler Financial LLC
Bio

Melanie Kregling, CFP, AWMA, First Vice President, Wealth Management
Noble Wealth Advisors
Bio

Atty. Donna Levine
Law Office of Donna Levine
Bio

Atty. Lisa Newfield, Partner
Murtha Cullina Attorneys at Law
Bio

Logan Reed, CFP, CLU, CIMA
Janney Montgomery Scott
Bio

Atty. Diane Ruben, Partner
Winnick Ruben Hoffnung Peabody & Mendel, LLC
Bio

Atty. Constance Shields, Associate
Withers Bergman LLP
Bio

Atty. Ronald Soccoli, Jr.
Brenner, Saltzman & Wallman, LLP

Atty. Karen Yates, Partner
Withers Bergman LLP
Bio