Sage Financial Management Group, Inc.Presidentwww.sagefmg.comtel: (301) 961-0222fax: (301) 576-7722Jennifer E. Myers, CFP is the President and owner of Sage Financial Management Group, Inc. (Sage), an investment management and financial advisory firm. Ms. Myers holds over a decade of experience in...
October 2008 Archives
Pasternak & Fidis, P.C. Suite 1100 7735 Old Georgetown Rd Bethesda, MD 20814-6183 www.pasternakfidis.com lravdin@pasternakfidis.com Tel: (301) 656-8850 (Ext. 480) Linda J. Ravdin, a principal in the law firm of Pasternak & Fidis, P.C., where she concentrates in divorce...
Vennable LLP Partnerwww.venable.com Washington DC Office tel: (202) 344-8553 fax: (202) 344-8300 email: jlnewlon@venable.com EDUCATION L.L.M., Georgetown University, 1999 with honors in Taxation J.D., George Washington University Law School, 1996 high honors Editor, The Environmental Lawyer B.S.B.A., University of...
Sterling Foundation ManagementDirectorwww.sterlingfoundations.comtel: 703.437.9720email: evanunzelman@sterlingfoundations.comEvan Unzelman is a Director with the firm. Sterling Foundation Management maintains offices in Los Angeles and Northern Virginia, and works with financial, legal and tax advisors throughout the United States. ...
Sterling Foundation ManagementCEOwww.sterlingfoundations.comtel: 703.437.9720email: rogersilk@sterlingfoundations.comRoger D. Silk, Ph.D., CFA, is CEO of Sterling Foundation Management, LLC, a nationally recognized manager of private foundations and the leader in facilitating sales of CRT income interests....
McGuire Woods LLPPartner1750 Tysons BoulevardSuite 1800McLean, Virginia 22102-4215tel: 703.712.5417fax: 703.712.5199email: tspahn@mcguirewoods.com Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. He has practiced as a commercial litigator with McGuireWoods since graduating...
VALUATION SERVICES, INC. Principalwww.valuationservice.com12250 Rockville Pike, Suite 200Rockville, MD 20852Tel: (240) 292-0537Fax: (301) 770-5526email: jeff@tzg.comJeff Bae began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised U.S. and foreign multinational companies on the tax...
BPN Montaigne LLC 777 Passaic Avenue, Suite 280 Clifton, NJ 07012 www.bpnmont.com richard@bpnmont.com Tel: 973.470.5151 Fax: 973.470.5180 Richard L. Harris is a accredited estate planner and the managing member of BPN Montaigne LLC, a life insurance...
Bank of America Professor of Finance Crummer Graduate School of Business Rollins College Winter Park, FL 32789 www.crummer.rollins.edu emoses@rollins.edu Tel: (407)646-2492 Fax: (407)333-9385 Dr. Moses assumed his position as Professor of Finance at the Crummer Graduate...
Crummer Graduate School of Business Rollins College Winter Park, FL 32789 www.crummer.rollins.edu jcsingleton@rollins.edu Tel: (407)691-1229 Fax: (407)646-1550 J. Clay Singleton is professor of finance at the Crummer Graduate School of Business at Rollins College. During his...
Akerman Senterfitt CNL Center II at City Commons 420 South Orange Avenue Suite 1200 Orlando, FL 32801-3336 www.akerman.com stewart.marshall@akerman.com Tel: 407.419.8516 Fax: 407.843.6610 Stewart Andrew Marshall III practice areas are mainly private client services. They include personal, business and...
Schultz Collins Lawson Chambers, INC. www.schultzcollins.com/ Tel: (415) 291-3002 (San Francisco) (410) 583-5800 (Baltimore) patrick@schultzcollins.com Patrick Collins (Vice President) is a financial advisor with over twenty five years' experience. Mr. Collins holds a Ph.D. from the University of California...
Patton Boggs LLP 8484 Westpark Drive, Ninth Floor McLean, Virginia 22102 www.pattonboggs.com jmcnair@pattonboggs.com Tel: (703) 744-8050 Fax: (703) 744-8001 James McNair counsels clients on federal taxation matters, with an emphasis on estate planning and developing strategies for...
Patton Boggs LLP 8484 Westpark Drive, Ninth Floor McLean, Virginia 22102 www.pattonboggs.com grupert@pattonboggs.com Tel: (703) 744-8045 Fax: (703) 744-8001 Gregory Rupert counsels individuals and closely-held businesses on matters involving federal tax issues, with a focus on estate and...
Patton Boggs LLP 8484 Westpark Drive, Ninth Floor McLean, Virginia 22102 www.pattonboggs.com cgausvik@pattonboggs.com Tel: (703) 744-8040 Fax: (703) 744-8001 Cynthia Gausvik, an at-large member of the firm's Management Committee and Co-Chair of the firm's Tax Practice Group,...
Kozusko Harris Vetter Wareh LLPWashington, DCNew York, NYwww.kozlaw.comTel: (202) 457-7211Fax: (202) 457-7201dkozusko@kozlaw.comDon counsels international and domestic entrepreneurs, investors, philanthropists and privately-held businesses in the tax and legal issues relating to their investments, business activities, estate planning and charitable endeavors. He...
Moore & Bruce, LLP Washington, D.C. London, U.K. www.mooreandbruce.com cbruce@mooreandbruce.com Tel: (202) 965-5300 +44 20 7495 3842 Fax: (202) 965-7745 +44 20 7629 1242 Charles M. Bruce is the partner in charge of the London...
Venable, LLP 8010 Towers Crescent Drive Suite 300 Vienna, VA 22182 www.venable.com mamay@venable.com Tel: (703) 760-1654 Fax: (703) 760-8949 Practice Focus: Melissa May practices in the areas of estate planning, business planning and charitable giving while minimizing...
Levendis Lawwww.levendislaw.com1776 K Street, NWSuite 700Washington, DC 20006email: schoshinski@levendislaw.comTel: (202) 223-8343 Mr. Patrick M. Schoshinski concentrates his practice in the areas of federal and state taxation, with particular emphasis on estate planning and business succession planning. In addition to extensive experience...
Greenberg Traurig PA 1750 Tysons Boulevard 12th Floor McLean, VA 22102 www.gtlaw.com steinbergt@gtlaw.com Tel: (703) 903-7515 Fax: (703) 749-1301 Todd Steinberg concentrates his practice on complex and sophisticated estate plans for high net worth clients. He utilizes,...
Levendis Law Group 1776 K Street, NW Suite 700 Washington, DC 20036 www.levendislaw.com levendis@levendislaw.com Tel: (202) 223-8341 Mr. Levendis, who has been listed annually for more than a decade in The Best Lawyers in America, has practiced...
Herrick, Feinstein LLP 2 Park Avenue New York, N.Y. 10016 www.herrick.com jgalant@herrick.com Tel: 212-592-5905 Fax: 212-545-3307 Practice Trusts and Estates Position Counsel Legal Education Columbia University, J.D. 1964; New York...
Kaye Scholer LLP New York Office 425 Park Avenue New York, NY 10022-3598 dmark@kayescholer.com Tel: (2I2) 836-7673 Dana Mark is a member of Kaye Scholer's Trusts and Estates Department and is resident in the firm's New York office....
3900 Forbes Ave. Pittsburgh, PA 15260 www.law.pitt.edu frolik@law.pitt.edu Tel: (412) 648-1363 Mr. Frolik is a Professor of Law at the University of Pittsburgh School of Law. A frequent lecturer on legal issues of aging and a prolific author,...
Cummings and LockwoodPrincipal3001 Tamiami Trail NorthNaples, FL 34103www.cl-law.com/home.aspjgopman@cl-law.comTel: (239) 262-8311Fax: (239) 263-0703 Jonathan Gopman is a partner in the Naples, Florida office of Cummings & Lockwood LLC. Jonathan's practice focuses on sophisticated wealth accumulation and preservation planning strategies...
Venable, LLP 575 7th Sreet, NW Washington, DC 20004 www.venable.com smjohnson@venable.com Tel: (202) 344-4035 Fax: (202) 344-8300 Sarah Johnson is an Associate with Venable, LLP where she concentrates on estate planning and administration, business planning and charitable giving....
Grossberg, Yochelson, Fox & Beyda, LLP 2000 L Street, NW, Suite 675 Washington, DC 20036-4907 Tel: (202) 296-9696 Fax: (202) 296-7777email: kaufman@gyfb.com Mr. Gal N. Kaufman practices in the areas of estate planning, estate administration, tax...
Mediastudio, Inc.President 246a West Broad Street Falls Church, VA 22046 www.mediastudio.com email: cshaw@mediastudio.com Tel: (703) 536-9775 Fax: Catherine Shaw is known for her highly organized and motivated approach and brings 18 years of design and project management...
Erskine & Erskine 30 Highland Street Worcester, MA 01609-2704 www.erskineanderskine.com email: m.erskine@erskineco.com Tel: (508) 753-7100 Fax: (508) 753-8088 Matthew F. Erskine is the fourth generation of this law firm carrying on his family's tradition of integrity,...
Gerald Le Van Company 101 West Street, Suite 1 Black Mountain, NC 28711 www.levanco.com email: levan@levanco.com Tel: (828) 669-0131 Fax: (828) 669-1297 The Le Van Company guides families through challenging transitions in business and wealth. Gerald...
Pluris Valuation Advisors LLCPresident New York, NY www.PlurisValuation.com erobak@PlurisValuation.com Tel: (212) 248-4500 Fax: (212) 248-4638 Espen Robak, CFA, President of Pluris Valuation Advisors, is a nationally recognized expert on restricted securities, securities design, levels of value, and...
Krieg DeVault LLP 12800 N Meridian Street Suite 300 Carmel, IN 46032 www.kriegdevault.com emanterfield@kdlegal.com Tel: (317) 238-6202 Fax: (317) 636-1507 Eric A. Manterfield is a partner in the Indianapolis, Indiana law firm of Krieg DeVault LLP, where...
Pinnacle Advisory Group, Inc. 6345 Woodside Court Suite 100 Columbia, MD 21046 www.pinnacleadvisory.com ksolow@pinnacleadvisory.com Tel: (410) 995-6630 Certifications CERTIFIED FINANCIAL PLANNER , Chartered Life Underwriter, Chartered Financial Consultant Position Chief Investment Officer, Founding Principal...
Pasternak & Fidis, P.C. Suite 1100 7735 Old Georgetown Rd Bethesda, MD 20814-6183 http://www.pasternakfidis.com/ nfax@pasternakfidis.com Tel: (301) 656-8850 (Ext. 417) Nancy G. Fax, a principal and managing partner of the law firm of Pasternak & Fidis, P.C. Ms....
Grassi & Toering, PLC 888 West Big Beaver Road, Suite 750 Troy, MI 48084-4745 www.grassiandtoering.com svgjr@aol.com Tel: (248) 269-2020 Fax: (248) 269-2025 Sebastian V. Grassi, Jr. of Grassi & Toering, PLC, located in the Detroit suburb of...
Martin, Conaty & Lunger, P.A. 1020 N. Bancroft Parkway, Suite 100 Wilmington, DE 19805 Tel: (302) 888-2503 Fax: (302) 888-2505FPConaty@MCL-LAW.COM F. Peter Conaty is a director with the law firm of Martin, Conaty and Lunger, P.A....
Michael C. Durney Law Offices, Washington, D.C. 1072 Thomas Jefferson Street, NW Washington, DC 20007 Tel: (202) 965-7744 Fax: (202) 965-7745mcd@mdurney.com Michael C. Durney practices in Washington, D.C., and specializes in civil and criminal tax...
www.analyzenow.com analyze@att.net Mr. Henry K. Hebeler is a graduate of the Massachusetts Institute of Technology (MIT) from which he has three degrees. He is the winner of several scholastic awards including MIT's Outstanding Student, Mead Prize, Kuljian Humanities...
Martin, Conaty & Lunger, P.A. 1020 N. Bancroft Parkway, Suite 100 Wilmington, DE 1980 Tel: (302) 888-2501 Fax: (302) 888-2505WHLunger@MCL-LAW.COM Will Lunger is a Director with the law firm of Martin, Conaty & Lunger, P.A. He...
Brown Advisory 1737 H Street, NW Fifth Floor Washington, D.C. 20006 brownadvisory.com email: apaik@brownadvisory.com Tel: (202) 263-0710 ALICE S. PAIK is a Principal of Brown Investment Advisory and Trust Company. Ms. Paik provides strategic advice to high...
Brown Advisory 1737 H Street, NW Fifth Floor Washington, D.C. 20006 www.brownadvisory.com Tel: (202) 452-9600 Mr. Dunn is a Partner of Brown Investment Advisory and Trust Company. Mr. Dunn provides strategic advice to clients and coordinates...
Law Offices of William H. Soskin 2100 Garden Road Suite F Monterey, CA 93940 Tel: (831) 649-8006 Fax: (831) 655-3432whs@soskinlaw.com WILLIAM H. SOSKIN provides estate planning to couples and individuals with a broad range of...
Mr. Hughes is the author a newly published edition of Family Wealth: Keeping It in the Family, and numerous articles on family governance and wealth preservation and a series of reflections which can be found on his website jamesehughes.com....
Paul D. Pearlstein & Associates 1730 Rhode Island Ave., N.W. Washington, D.C. 20036 www.Pearlstein-law.com email: merraul@aol.com Tel: (202) 223-5848 Fax: (202) 223-8737 Paul D. Pearlstein was admitted to the Virginia Bar in 1962, the District of...
Atlantis Asset Management 230 Park Avenue 10th Floor New York, NY 10169 Tel: (212) 945-8501 Fax: (212) 427-5645 Currently Mr. Cohn is the Chief Investment Strategist and the Senior Managing Director at Atlantis Asset Management, a New...
RBC Dain Rauscher, Inc. Professional Wealth Management One Logan Square 17th Floor 130 North 18th Street Philadelphia, Pennsylvania 19103 www.rbcdain.com newell.anderson@rbcdain.com Tel: 215.557.1703 Newell Anderson is a Vice President and Financial Consultant specializing in Professional Wealth...
Bernstein Global Wealth Management 800 Connecticut Avenue, NW Washington, D.C. www.bernstein.com BestMA@Bernstein.com Tel: (202) 261-6740 Fax: (202) 261-6767 As a Principal and Financial Advisor with Bernstein Global Wealth Management, Mary Ann Best's practice is focused on...
Foley and Lardner LLP150 East Gilman StreetVerex PlazaMadison, WI 53703dreinecke@foley.com Tel: 608.258.4224 Fax: 608.258.4258David W. Reinecke is a senior partner with Foley & Lardner LLP. Mr. Reinecke is the chair of Foley & Lardner's nationwide Tax & Individual Planning Practice....
145 Each Rich Street, Fourth Floor Columbus, Ohio 43215 www.lawyers.com/alanacker/ alansacker@aol.com Tel: 614.220.8877 Fax: 614.220.8876 Alan S. Acker practices Estate Planning Law; Family Wealth Transfer Law; Estate Administration Law; Gift Law; Estate Taxation Law; Charitable Giving Law....
Bove & Langa, P.C. Ten Tremont Street Suite 600 Boston, MA 02108 www.bovelanga.com/index.php bove@bovelanga.com Phone: 617.720.6040 Fax: 617.720.1919 Alexander Bove is a widely known and respected trust and estate attorney with over thirty years experience. In 1998 he was...
Milbank, Tweed, Hadley & McCloy LLP One Chase Manhattan Plaza New York, NY 10005-1413 www.milbank.com/en/ jblattmachr@milbank.com Tel: (212) 530-5066 Fax: (212) 530-5219 Jonathan Blattmachr's practice involves estate and gift tax planning, tax exempt organizations and estate...
Bryan Cave LLP One Metropolitan Square 211 North Broadway, Suite 3600 St. Louis, MO 63102-2750 www.bryancave.com lbrody@bryancave.com Tel: (314) 259-2652 Mr. Brody is a member of Bryan Cave's Private Client Group. He is an adjunct professor at...
Greenberg Traurig P.A. 1221 Brickell Avenue Miami, FL 33131 www.gtlaw.com Tel: (305) 579-0500 Jerome M. Hesch is with the national law firm of Greenberg Traurig P.A. in its Miami, Florida office and is a member of ACTEC. ...
Morgan Stanley 1775 Eye Street, NW, Suite 200 Washington, DC 20006-9017 Tel: (202) 862-9003 Fax: (202) 862-9198Jonathan.Legg@morganstanleypwm.com Mr. Jonathan R. Legg, Managing Director & Private Wealth Advisor, joined Morgan Stanley in January, 1999. He is a...
Venable LLP 575 7th Street, NW Washington, DC 20004 sftucker@venable.com Tel: (202) 344-8570 Practice Focus Stef Tucker represents a wide variety of clients, from the entrepreneur and the professional, on the one hand, to publicly traded enterprises,...
MZ Capital 1 Research Ct, Suite 450 Rockville, MD 20850 www.mzcap.com mzhuang@mzcap.com Tel: (301) 519-8028 Fax: (301) 519-8001 Michael Zhuang is Founder, President and Chief Investment Scientist of MZ Capital. Michael developed the MZ Deep Value Fundamental Strategy...
CoreStates Capital Advisors, LLC 115 Pheasant Run, Ste 112 Newtown, PA 18940 www.corestates.us rsp@corestates.us Phone: 267-759-5000 Fax: 267-759-5010 Mr. Pulsifer helps clients better manage life- events, along with their assets, CoreStates Capital Advisors, LLC, a wealth- management...
US Trust McLean, Virginia Tel: (202) 585-4121Fax: (804) 264-6923michael.r.savage@ustrust.com Michael R. Savage @font-face { font-family: "Arial"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1;...
Linda Davis Taylor is the Managing Director of Convergent Wealth Advisors' Los Angeles office and serves on Convergent's Executive Committee. Previously, Linda was the CEO of Philip V. Swan Associates, a Pasadena, CA-based firm serving the investment and wealth...
Proskauer Rose LLPtel: 212.969.3968 fax: 212.969.2900 lstern@proskauer.comLisa M. Stern is an associate with the law firm of Proskauer Rose LLP, practicing in the New York office. She concentrates her practice on estate, gift and generation-skipping transfer tax planning and estate...
4 Forest AvenueParamus, New Jersey 07652www.shenkmanlaw.comshenkman@shenkmanlaw.comTel: 201-845-8400Fax: 201-845-8433Martin M. Shenkman practices in the areas of Estate Planning, Tax Planning, Closely Held Business Taxation, Business Transactions, and Estate Administration. He was admitted in 1985 to the New Jersey and U.S. District...