For Professional Advisors

Professional Advisor Council

Leaders in estate planning, wealth advising, accounting, financial planning, insurance and others in the allied advisory fields work with The Community Foundation 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
UBS Financial Services Inc.
Bio

Thomas Beirne III, CFP®
The Washington Trust Company, Halsey Associates
Bio

Karen J. Bellamy
Farmers Insurance
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

J. Alex Ramos, Senior Client Strategist
BNY Mellon Wealth Management
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