Legal, Wealth & Tax Advisory Network

By guiding philanthropic families, members of the Legal, Wealth & Tax Advisory Network play a pivotal role in strengthening the power of New Jersey’s charitable organizations. The Community Foundation works one-on-one with the below legal, wealth, and tax advisors to connect charitable clients with giving options that instill change in their communities and enduring values in their families.

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• Farah N. Ansari
  Schenck, Price, Smith & King LLP
• Bernard S. Berkowitz, Esq.
  Berkowitz, Lichtstein, Kuritsky, Giasullo and Gross, LLC
• Peter C. Bernard
  Bank of America Private Bank
• Robert D. Borteck
  Robert D. Borteck, P. C.
• Melissa Bracuti
  Graham Curtin
• Jane L. Brody, Esq.
  Sherman Wells Sylvester & Stamelman LLP
• Assunta Buonincontri
  Glenmede Trust Co.
• Megan E. Cannella, Esq.
  Drinker Biddle & Reath LLP
• Kristen A. Curatolo, Esq.
  Kirkland & Ellis, LLP
• Andrew J. DeMaio, Esq.
  Neff Aguilar, LLC
• Thomas Southworth Diemar, CFP
  Brown Brothers Harriman
• Matthew DiQuollo, CFP
  Mariner Wealth Advisors
• Robert DiQuollo, CPA, PFS
  Mariner Wealth Advisors
• Lance T. Eisenberg, Esq.
  Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross
• Susan L. Goldring, Esq.
  Zager and Fuchs. P.C.
• Meredith L. Grocott
  Schenck, Price, Smith & King LLP
• Robert B. Haines, Esq.
  Purcell, Mulcahy, Hawkins, Flanagan & Lawless, LLC
• Dennis R. Hall, CRPC
  Factor Hall Group, Merrill Lynch, Pierce, Fenner & Smith Inc.
• Mr. Matthew Jacobs
  KRA Insurance Agency
• Brian Kazanchy
  Regent Atlantic Capital, LLC
• Benedict M. Kohl, Esq.
  Lowenstein Sandler LLP
• Kenneth J. Lackey, Esq.
  Neff Aguilar, LLC
• Lynn Halpern Lederman
  Bessemer Trust Company, N.A.
• Benjamin L. Lindeman, Esq.
  Avelino & Hartlaub, LLP
• David A. Ludgin, Esq.
  Cummings & Lockwood, LLC
• Michael S. Maglio 
  Charter Advisory Group
• Drew Maldonado
  BNY Mellon Wealth Management
• Gabor A. Nagy, CFP®, CAP®
  Mendham Wealth Partners, LLC
• Jason Navarino, Riker, Danzig, Scherer, Hyland, Perretti, LLP
• Robert C. Neff, Esq.
  Neff Aguilar, LLC
• John Richard Nelson, Jr.
  Merrill Lynch
• Basil F. O’Connor, Esq.
  Schenck, Price, Smith & King, LLP
• Jonathan A. Panik
  JPMorgan Chase Bank, N.A.
• Christopher Parillo
  U.S. Trust, Bank of America Private Wealth Management
• Thomas C. Phelan, Esq.
  Phelan, Frantz & Ohlig, LLC
• David H. Posner, Esq.
  Posner & Kramer, LLP
• Lisa S. Presser, Esq.
  Drinker Biddle & Reath LLP
• Adam G. Psichos
  Glenmede Trust Co.
• Paul I. Rosenberg, Esq
  Bressler, Armery, & Ross
• Norman R. Sanyour
  Capital Group Private Client Services
• Frederick K. Schoenbrodt II, Esq.
  Bressler, Amery & Ross
• Kent L. Schwarz
  Becker LLC
• Sandra Sherman, Esq.
  Sherman Wells Sylvester & Stamelman, LLP
• Ashley Steinhart
  Lowenstein Sandler LLP
• John Tonzola
  J.P. Morgan Securities LLC
• Rebecca Varghese
  Bressler, Amery & Ross
• Gary E. Walker
  Peapack-Gladstone Bank