The following professionals have completed the Recognized Charitable Advisor (RCA). These individuals are dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ goals.

ESTATE PLANNING ATTORNEYS

Monica Colonnier

Estate Planning Attorney

Driscoll Anderson Reynard LLP

www.darllp.com

 

Timothy C. Pickart

Estate Planning Attorney

Law Office of Timothy Cahill Pickart

www.pickartlaw.com

 

Gillian M. Stein

Estate Planning Attorney

Gillian M. Stein – Attorney at Law

www.steintrusts.com

WEALTH MANAGEMENT AND FINANCIAL PLANNING

Gideon Bernstein

Financial Advisor

Leisure Capital Management

www.leisurecapital.com

 

Ofer Ben-Menahem

Vice President

RVW Wealth

www.rvwwealth.com

 

Barry Grossman, CFA, CAIA

Financial Advisor

Morgan Stanley Wealth Management

https://advisor.morganstanley.com/the-seamark-legacy-groupwww.triadim.com

 

David Hutchison, CFA

Partner, Portfolio Manager

Triad Investment Management

www.triadim.com

 

Alexander Kassouf

Senior Wealth Advisor

Beacon Pointe Advisors

www.beaconpointe.com

 

Lauren Klein, CFP®

Vice President, Senior Wealth Advisor

EP Wealth Advisors

https://www.epwealth.com/our-team/lauren-klein

 

Ed Levin

Private Wealth Advisor

UBS Financial Services, Inc.

www.ubs.com/fa/edlevin

 

Jennifer Richardson

Vice President

JP Morgan Private Bank

www.jpmorgan.com

 

 

Please Note:  Publication of these names and/or firms by the Jewish Community Foundation does not constitute an endorsement or recommendation of an individual professional advisor to donors.

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